The post highlights three key areas of innovation in crypto with significant potential for mainstream adoption: perp dexes for equities, stablecoins for payments, and NFTs for tokenization. Investors should consider the long-term growth of platforms enabling these "0 to 1 innovations," especially those focused on tokenizing high-value collectibles to unlock liquidity and create new financial products like collateralized loans. The author suggests that traditional finance is increasingly recognizing the value of these applications, indicating a potential shift from niche crypto use to broader market integration.