Wei Dai

Wei Dai, a researcher at 1kx and PhD cryptographer, dives into the transformative shift in crypto investing from infrastructure to applications. He likens rollup clusters to high-speed railways, revolutionizing transaction speed and value transfer. Dai discusses three innovations crucial for these clusters: resolving scalability challenges, ensuring economic sustainability, and opening new opportunities for developers. With a focus on interoperability and modular blockchains, he highlights how these advancements are reshaping DeFi ecosystems and liquidity dynamics.

Tarun Chitra, chief researcher known for his expertise in crypto and AI, teams up with Wei Dai, a venture capitalist focusing on early-stage investments in the same fields. They discuss the pitfalls of early crypto AI agents and how reasoning models are transforming the landscape. Highlights include the revolutionary cost optimization of DeepSeek and the potential for MCP to become the "HTTP for agents." They also explore the parallels between AI's cost revolution and crypto's disruption, alongside the challenges posed by quantum computing.