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.