We are finally seeing a consensus in the discussions and narratives surrounding the rise of these applications.

Here is the natural development path of successful applications:

**Phase 1** - Launch on shared infrastructure, pay “rent” to the ecosystem, and test the PMF thesis of the application while refining GMT.

**Phase 2** - Successful applications will transition to their own public chains to maximize value accumulation (MEV has now become a reality, no longer a secret). Owning a public chain means greater control over revenue, but also potential compliance issues.

Interoperability solutions like @EspressoSys, @LayerZero_Core, and @wormhole will inject liquidity into a robust ecosystem; funds will flow freely, providing opportunities regardless of location.

From personal experience: whoever controls customer access controls the power. Look at how Apple, Google, and Samsung have done this to infrastructure telecom operators?

Infrastructure application chains (especially emphasizing alternative virtual machines and their advanced expressiveness) provide value for an extremely secure foundational layer and will drive the deployment of valuable applications. The foundational layer will play a key role in providing security for upper-layer applications while continuing to serve as a testing ground for developers to trial their solutions and a resting place for outdated applications.