The article analyzes the trend of dApps shifting towards AppChains and the economic and strategic considerations behind this move. It explores the business model challenges faced by dApps, the limitations of their revenue sources, and their role in value creation and distribution within the broader transaction supply chain. The article presents three solutions: becoming an AppChain, selecting an L1/L2 to return value, and implementing application-specific ordering mechanisms. It discusses the cost-effectiveness and potential value of each solution and delves into the concepts of chain abstraction and application-specific ordering, highlighting how these ideas can offer new value capture opportunities for dApps.