Moonrock Founder: Bullish on Application Layer, Bearish on Infrastructure
TL;DR
Moonrock Capital founder Simon Dedic argues that as crypto infrastructure becomes commoditized, value is shifting to user-centric applications. Future winners will be platforms that control user identities, flows, and interfaces, not infrastructure builders.
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According to an article published on Odaily Odaily , Simon Dedic, founder of Moonrock Capital, stated that as crypto infrastructure becomes cheaper, standardized, and interchangeable, the center of value is shifting upwards—applications that massively aggregate users will become the place where value is accumulated. The rise of "crypto super apps" has clearly demonstrated this point. The winners of the future will not be the teams that are best at building the underlying infrastructure, but rather the platforms that can control user identities, user flow, fund transfers, and daily user interfaces.
In short, stop reinventing the wheel. Build a world-class app with an amazing user experience, and you'll control your users; control your users, and you'll control the market.