Moonrock Founder: Bullish on Application Layer, Bearish on Infrastructure

According to an article published on Odaily's Planet Daily, 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 repository of value. The rise of "crypto super apps" clearly demonstrates this. The winners of the future will not be the teams best at building the underlying infrastructure, but rather the platforms that can control user identity, user flow, fund transfers, and daily user interfaces. In short, stop reinventing the wheel. Build a world-class application with a stunning user experience, and you control the users; control the users, and you control the market.