"DeInsight 2024" Roundtable Discussion: Overbuilt Infrastructure, but User-Friendly Infrastructure Still Needs Development
ChainCatcher live report, Semantic Layer co-founder Daniel.T, MetaWeb.VC founder Amos Zhang, Zircui developer relations head Martinet Lee, Movement APAC business head Joe, and Gear Technologies founder and CEO Nikolay attended "DeInsight 2024" and participated in a roundtable discussion titled "Opportunities & Breakthroughs In INFRA," where they engaged in an in-depth discussion on trends in Web3 infrastructure development, public chain infrastructure redundancy, self-built chains, and other hot topics.Regarding the issue of public chain redundancy, the guests expressed that there is currently an over-financing problem in infrastructure. Lee cited Microsoft as an example and suggested that while there is an excess of infrastructure, the infrastructure needed by users may not have emerged, and too much infrastructure is a necessary trial-and-error process. Nikolay believed that this depends on the project's value to the entire system. If it leads to more liquidity fragmentation and user segmentation, this may not be a good direction.On the issue of the current cycle's infrastructure performance being inferior to meme coins, the guests discussed from the perspectives of retail investors, VCs, and project parties. For retail investors, Daniel believed that it is too easy for founders to become wealthy and called for retail investors to raise the investment threshold and not to pay for these projects. For VCs, Joe thought that this phenomenon arises because investors face pressure to allocate funds, which passively inflates valuations. He urged founders: "Founders need to be more proactive and ambitious, while also being more cautious in operations and execution to avoid over-reliance on traffic growth."Additionally, when discussing projects like Uniswap establishing their own public chains, the guests held a wait-and-see attitude. On one hand, building a public chain for a project may be like dedicated chips for dedicated devices. On the other hand, Lee mentioned, "It's like building an entire computer; it makes sense when you call it, but if you want to do something specific and I need to switch, I will feel restricted, and that won't work." Especially since Uniswap is known for its simplicity, launching a chain may not bring new value, and some users remain loyal to the straightforward experience of Uniswap V2.Remote participation 👉Video live link: https://www.youtube.com/live/tTVcUPumPysImage live link: https://www.pailixiang.com/album_ia7637038926.html
