Fat Protocols Are Out, Fat Apps Are In

Last week, markets took a breather from headline-driven volatility, while institutional bitcoin accumulation continued. Meanwhile, tokenized equities made their debut, and a broader reckoning is underway as investors question the Fat Protocol thesis. This editorial is from last week’s edition of the Week in Review newsletter. Subscribe to the weekly newsletter to get the editorial […]

Jul 14, 2025 - 03:10
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Fat Protocols Are Out, Fat Apps Are In
This Op-Ed from last week covers macro, Bitcoin, Altcoins, and more.Last week, markets took a breather from headline-driven volatility, while institutional bitcoin accumulation continued. Meanwhile, tokenized equities made their debut, and a broader reckoning is underway as investors question the Fat Protocol thesis. This editorial is from last week’s edition of the Week in Review newsletter. Subscribe to the weekly newsletter to get the editorial […]

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