Moonrock founder: Bullish on the application layer, bearish on infrastructure

According to Odaily, Simon Dedic, founder of Moonrock Capital, posted on X that as crypto infrastructure becomes cheaper, standardized, and interchangeable, the value focus is shifting upwards—the applications that aggregate users on a large scale will become the main places where value is deposited. The rise of "crypto super apps" has clearly proven this point. In the future, the winners will not be the teams best at building underlying infrastructure, but rather the platforms that can control user identity, user flow, capital movement, and daily interaction interfaces.

In short, stop reinventing the wheel. Build a world-class application with an amazing user experience, and you will control the users; controlling the users means controlling the market.