import Image from 'astro/components/Image.astro';

Hey there, crypto enthusiasts! If you’ve been keeping an eye on the latest buzz on X, you might have stumbled upon a fascinating take from Jason Desimone (@jasonmdesimone) about the incoming DApp supercycle. Posted on July 1, 2025, this tweet has sparked some serious conversation, and today, we’re diving into what it all means for the blockchain world. Let’s break it down!

What’s the DApp Supercycle All About?

Jason’s tweet highlights a post from Ansem (@blknoiz06) that dives into why infrastructure tokens like Ethereum and Bitcoin might be underperforming compared to their past glory days. The core idea? We’re heading toward a DApp supercycle, where decentralized applications (or DApps) take center stage. But what does that mean?

Think of DApps as the apps you use every day—except they run on a blockchain instead of a centralized server. Examples include decentralized finance (DeFi) platforms or even meme coin projects like the one teased in Thread 1. Ansem argues that the low friction for launching new ideas in crypto, paired with solid underlying infrastructure, is setting the stage for a boom in these innovative apps.

Why Infrastructure Tokens Are Struggling

One big point from Ansem’s post (and echoed by Jason) is that infrastructure tokens—think Ethereum (ETH) or Solana (SOL)—are being valued more like traditional startups now, rather than the “magic internet money” of the 2020-2021 bull run. These tokens power the blockchain networks that DApps rely on, but their high market caps don’t always match their user base or revenue. For instance, coins like Ethereum are being compared to companies like Coinbase, which have clear revenue streams, while many infra tokens are still figuring that out.

This shift suggests the market is getting savvier, looking for justification beyond hype. Peak market caps from the last cycle might have been an anomaly, and now, only tokens dominating activity (like Solana) are holding strong.

The Rise of DApps and Revenue Generation

Here’s where it gets exciting! Ansem believes the DApp supercycle will shine because these apps can launch with low valuations and start generating revenue quickly. This is a game-changer. Unlike infrastructure tokens, DApps can tap into real-world use cases—like lending, gaming, or even meme-based communities—right from the start. A recent study on DApp revenue models backs this up, showing how 58 pioneering DApps are already blending tech with business innovation.

For example, the quirky $POPA meme token mentioned in Thread 1 might not promise utility, but its community-driven approach could be a sign of things to come. If DApps can capture value early, they might outpace the infra layer in this cycle.

What This Means for Crypto Investors

So, should you jump on the DApp bandwagon? Jason’s tweet has folks like @CollinsCha54983 chiming in, suggesting that the app layer might steal the spotlight from infrastructure tokens. Others, like @hyperioncrypto, agree that DApps could prove their worth beyond just securing networks. If you’re into crypto investing, this might be the time to explore projects with strong fundamentals and early revenue potential.

But it’s not all smooth sailing. The market’s skepticism about infra tokens could spill over, so picking the right DApps will be key. Keep an eye on tokens that outperform Bitcoin (BTC) in the next six months, as @MustStopMurad suggests in Thread 2.

Visualizing the Trend

Jason’s tweet came with a stylish image of a confident businessman (check it out below!), which seems to nod toward the serious yet optimistic vibe of this shift. It’s a fun way to visualize the transition from old-school crypto hype to a more mature, app-focused market.

Final Thoughts

The DApp supercycle could be the next big thing in crypto, reshaping how we value tokens and apps. Whether you’re a blockchain practitioner or just curious about the space, staying informed is crucial. At Meme Insider, we’re here to help you navigate this evolving landscape with the latest news and insights. What do you think—ready to ride the DApp wave? Drop your thoughts in the comments!