Now, the dapps are starting to mature and we're seeing the potential for a newcomer to find real traction just inside one dapp.

yep, this is a good sign for SMTs and also for those who are able to support multiple dApps through resource allocation. You for example can use your stake in a pool that many apps draw from while interacting on only the apps you enjoy. A new user can come in and benefit from your resources but you may never be on the same platform.