Web3 Investment Shift: From Infrastructure to Applications Post-Election

Following election night, Web3 venture capital is shifting away from infrastructure (Layer 1s/2s, DeFi) toward applications including gaming, real-world assets, and payments. The shift reflects maturing blockchain technology that enables superior user experiences without requiring explicit Web3 branding. This marks the beginning of killer applications in Web3, with stablecoins becoming mainstream payment rails and Web2 financial instruments migrating to blockchain.