Appchains Are The New Apps
summary
Initia runs 14 live app chains launched four months ago on a Cosmos SDK stack that supports EVM Move and WASM and uses IBC plus Celestia for DA and native USDC and shared oracles. App chains cost about $2,000 a month infrastructure on Initia (6–7K on OP stack alternatives). Example revenues: a small onchain game reports ~25 ETH per month in sequencer fees and DeFi chains share 90% of users plus a shared liquidity layer. A unified wallet, bridge, explorer, usernames and a VIP token incentive drive cross‑chain network effects.
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chapters (7)
- 0:00Appchains introduction
- 1:30Why appchains gain traction
- 4:45Appchain adoption challenges
- 5:47Missing network effects
- 7:12Initia enables network effects
- 10:46Appchain revenue case studies
- 12:38Appchain ecosystem vision
