If you've been in the crypto space for a while, you've probably heard the terms "bundling" and "unbundling" thrown around. They're concepts borrowed from tech visionary Marc Andreessen, who pointed out how industries oscillate between breaking things apart (unbundling) and putting them back together in new ways (bundling). A recent thread on X by @disk0x breaks this down beautifully for crypto and AI, and it's got some serious implications for meme tokens.

The thread kicks off by quoting @lmrankhan, who explains how crypto has been in an unbundling phase. Think about it: we've moved away from centralized exchanges to specialized on-chain platforms like Aave for lending, Pump.fun for meme launches, Jupiter for swaps, Phantom as a wallet, Hyperliquid for perps, and Polymarket for predictions. It's like a explosion of niche tools, each doing one thing really well.

But @disk0x argues we're now flipping the script into bundling. Why? New tech sparks unbundling—a "Cambrian explosion" of ideas and experiments. Then, every 20 years or so, leaders emerge, consolidating power and bundling features. Crypto, born with Bitcoin in 2009, is about 16 years old now. That puts us right at the cusp of bundling.

To illustrate, the thread includes this eye-opening slide showing how market leaders have shifted over decades:

Look at that—from oil and gas giants in 1980, to a mix in 2000, and now in 2025, tech behemoths like NVIDIA, Microsoft, and Apple rule the roost. The projection for 2045? Even more tech dominance, with a cheeky note on Intel's fall from grace. It's a stark reminder that industries evolve, and winners bundle up.

In crypto, we're seeing early signs. Smaller projects fade, while big players like Jupiter Exchange, Solana, and Ethereum keep stacking new features. Hyperliquid started as a perp DEX but is now launching its own Layer 1 blockchain, a stablecoin, and more. As @0xMert_ puts it, chains evolve from specialized to generalized because permissionlessness encourages building adjacent stuff.

@disk0x contrasts this with AI, which is only about three years into its boom (if we count from major LLM breakthroughs). AI is still unbundling wildly—new apps and models pop up weekly. But crypto? It's maturing.

What Does This Mean for Meme Tokens?

Meme tokens thrive on hype, community, and quick launches, often on platforms like Solana thanks to low fees and speed. In the unbundling era, we've seen tools like Pump.fun democratize meme creation, leading to a flood of tokens. But as bundling kicks in, expect consolidation.

Major chains might bundle meme-friendly features directly. Solana could integrate more social or launch tools, making it an "everything store" for memes, similar to how Amazon went from books to... well, everything. Ethereum's Layer 2s might bundle DeFi with meme ecosystems, attracting more builders.

For blockchain practitioners, this is a cue to watch the ground. Don't bet on every niche app; look for platforms that are bundling smartly. Meme tokens could see bigger wins on consolidated chains, but volatility might spike as weaker ones get weeded out.

In a reply, @vicenzo29 asks if Hyperliquid's L1 move signals full bundling, and @disk0x confirms: yes, but experimentation continues. The foundations for bundling are solidifying.

This thread is a great reminder that crypto isn't static. It's cycling through phases, just like tech before it. If you're into memes, keep an eye on how bundling shapes the next wave— it could be where the real alpha hides. Check out the full thread here and join the conversation. What's your take on crypto's bundling era?