TechFlow News — Zhu Su, founder of Three Arrows Capital and OXFUN, posted a tweet stating that the "fat app" theory has now become reality. He cited Pumpfun and Hyperliquid as examples, suggesting studying their respective performances within the Solana and Arbitrum ecosystems.
Zhu Su noted that both projects employ a business model involving highly efficient, low-risk venture capital participation, and each dominates its respective blockchain as a single application, controlling the majority of on-chain value.
He predicted that more such applications will emerge in the future. Zhu Su emphasized that a new wave of cryptocurrency adoption is coming.




