Crypto applications Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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23:40
Nov 17
Nov 17
Applications capture value over infrastructure
Value capture in crypto will accrue to deployers and applications that control the user, not to the infrastructure layer. The last decade saw roughly $100B overinvested in infrastructure and blockspace has become commoditized; he wants businesses that can use open crypto rails to lower costs and monetize users, not L1/L2 infrastructure tokens.
HIGH
19:28
Nov 17
Nov 17
Crypto value shifts to applications
Value capture in crypto will accrue to deployers and applications that control the user relationship and use open infrastructure, not to the infrastructure layer. The last decade's infrastructure-investment thesis is unlikely to work over the next 10-15 years; user aggregation lets companies monetize users and capture activity.
MED
About Crypto applications Investor Commentary
Across the available history and selected sources, Buzzberg tracks Crypto applications across 1 sources: 2 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Santiago R. Santos.