# Appchain的所有文章

在 HTX 新聞中心流覽與「Appchain」相關的最新資訊與深度分析。潘蓋市場趨勢、專案動態、技術進展及監管政策，提供權威的加密行業洞察。

Chainlink Powering TradFi Future? DTCC AppChain and Project Pangea Put LINK Middleware in Focus

Chainlink's role as middleware for traditional finance (TradFi) infrastructure is highlighted by two key developments: its Chainlink Runtime Environment (CRE) being selected for the Depository Trust & Clearing Corporation's (DTCC) Collateral AppChain, targeted for Q4 2026, and its involvement in Project Pangea, a foreign exchange settlement initiative involving 50 banks. The story emphasizes that this represents integration with, not replacement of, legacy banking systems. For crypto markets, this provides a test case to gauge whether current moves are driven by genuine adoption or speculation. Traders should watch for further official confirmations and liquidity responses, as the narrative's sustainability will depend on broader market structure and follow-through beyond initial headlines.

bitcoinist06/27 22:51

Chainlink Powering TradFi Future? DTCC AppChain and Project Pangea Put LINK Middleware in Focus

bitcoinist06/27 22:51

L1 is Dead, Long Live Appchain

"L1 is Dead, Appchain Rises" critiques the failure of current Layer-1 (L1) blockchain models, arguing their tokens are trending toward zero. The author identifies key flaws: linear token emissions that incentivize selling rather than value creation, weak value propositions like "gas token" and "governance" narratives, mismanagement by bloated "foundations" or "labs" that drain value through excessive spending and token sales, and poor industry leadership focused on short-term narratives and overhyped trends like RaaS and high TPS. The solution proposed is a fundamental shift. New L1 token models are needed, moving away from the "low float, high FDV" paradigm that disadvantages retail investors. Fundraising should be sufficient only for launch, not excessive. Token unlocks should be tied to real milestones like CEX listings or DeFi integration. The ultimate goal should be for L1 tokens to become widely used mediums of exchange, not just fuel for networks. Value is increasingly moving to the application layer, with successful apps building their own chains (appchains). The author concludes that L1s must build sustainable value by creating useful applications and services, fostering strong holder communities, and achieving self-sustainability without relying on continuous token emissions.

marsbit04/20 03:36

L1 is Dead, Long Live Appchain

marsbit04/20 03:36

When Migration Becomes the Norm: Why 'Your Own EVM Chain' Is Becoming Standard

In the past year, the industry's real "voting" has shifted from governance forums to deployment scripts, migration plans, and budgets. Projects are choosing ecosystems through action, not words—migrating mainnets, prioritizing tool stacks, and betting on networks with stronger market effects. A prime example is Noble, a leading stablecoin infrastructure in Cosmos, which moved to its own EVM L1, signaling that the main battleground for stablecoins and app distribution remains in EVM ecosystem due to its mature developer tools, wallet/dApp ecosystem, and concentrated liquidity. The trend toward "having your own EVM chain" is becoming standard. While EVM offers clear advantages in assets, integrations, and tools, generic chains come with constraints like fee volatility, congestion, and shared sequencing. Application chains/rollups allow teams to internalize these constraints—tailoring block times, execution models, and infrastructure to their business needs, and aligning transaction revenue with growth incentives. Rollup-as-a-Service (RaaS) platforms like Caldera are reducing the high costs and complexity of building and maintaining chains, turning "chain-as-a-product" into a replicable strategy. They focus not just on deployment but also on solving interoperability challenges—e.g., via Caldera's Metalayer, which standardizes cross-chain bridging and integration to reduce friction for users and developers. As migration to EVM continues, the focus shifts from "which chain to choose" to "how to control growth." Owned EVM chains/rollups offer more stable fees, better performance, and tighter integration of incentives and revenue. With RaaS lowering build costs and interoperability layers reducing cross-chain friction, having a dedicated execution environment is becoming a scalable, standard solution for projects aiming to master their own growth.

marsbit02/05 08:39

When Migration Becomes the Norm: Why 'Your Own EVM Chain' Is Becoming Standard

marsbit02/05 08:39

From PolyMarket to Hyperliquid: App Chain Is Becoming the New Alpha

The article discusses the trend of successful applications, such as PolyMarket and Hyperliquid, building their own dedicated App Chains. Initially, deploying on established public blockchains is efficient for product validation. However, as applications scale, they face challenges like network congestion, unpredictable fees, and a lack of control over their user experience and economic model. An App Chain allows them to own their infrastructure, optimizing for performance, cost, and value capture. Yet, the real challenge shifts from the technical ability to launch a chain to overcoming its cold start: attracting users, facilitating seamless asset transfers, and preventing liquidity fragmentation. The piece highlights Caldera as a solution that simplifies chain deployment and, crucially, integrates new chains into an interconnected network from day one through its Metalayer technology. This system reduces onboarding friction and uses its token, $ERA, to align incentives and create a flywheel effect where each new chain strengthens the entire ecosystem. The key takeaway is that the new competitive advantage (Alpha) is not merely launching an App Chain, but successfully integrating it into a broader network to ensure immediate usability and growth.

marsbit01/24 07:07

From PolyMarket to Hyperliquid: App Chain Is Becoming the New Alpha

marsbit01/24 07:07

Dialogue with Aster CEO: When CZ Knocks with 'Overwhelming Traffic', How Are We Preparing to Respond

Aster CEO Leonard discusses the project's explosive growth, challenges, and future vision in an exclusive interview. The conversation covers the recent "Human vs. AI" trading competition, where a key insight was that users inherently trust AI agents more for decentralized, trustless asset management due to their predictable, incentive-agnostic nature—a major focus for Aster's next development phase. The discussion then addresses the immense, sudden attention from CZ (Changpeng Zhao), who publicly disclosed holding over $2 million in Aster tokens. Leonard describes this a positive validation that brought both "sweet pressure" and a crash course in scaling under intense demand, ultimately forcing rapid improvements in UX and system stability. In the highly competitive Perp DEX arena, Leonard emphasizes that sustainable growth hinges on product excellence and building a closed-loop value flywheel: creating real value, having users pay for it, and effectively returning that value to token holders. Aster is also pioneering privacy with features like "Shield Mode," which offers private trading, extreme leverage, and a profit-sharing fee model. Its upcoming Aster Chain is framed not as a general-purpose ecosystem but as an "app-chain" meticulously built to optimize its core trading product's performance, transparency, and privacy features. Looking ahead to 2026, Leonard's key expectations are: greater adoption of on-chain privacy features, breakthroughs in AI-powered trustless asset management, and the expansion of perpetual contracts ("perps") to a much wider range of quantifiable assets, including prediction markets and novel indexes.

marsbit01/14 09:26

Dialogue with Aster CEO: When CZ Knocks with 'Overwhelming Traffic', How Are We Preparing to Respond

marsbit01/14 09:26

活动图片

熱門分類right-arrow

熱門標籤right-arrow

Indepth Researchright-arrow

Othersright-arrow