The Rollup The Rollup TV: Pantera, GSR, Pump Science, AI Supercycle EP 1
Sep 18, 2025
Guest
Ilya Polosukhin
Guest
Benji (Pump Science)
Guest
Frank Chaparro
Guest
Cosmo (Pantera)
Guest
Paul (Pantera)
Guests Paul and Cosmo from Pantera dive into crypto venture insights, highlighting their $500M Helios Solana DAT and market strategies. Frank Chaparro shares his thoughts on the evolving landscape of crypto media, regulation, and ETFs. Benji from Pump Science discusses decentralized funding for longevity research, showcasing innovative experiments. Lastly, Ilya Polosukhin outlines NEAR’s vision for decentralized AI and warns against centralized control in the AI space, emphasizing the importance of confidentiality in machine learning.
AI Snips
Chapters
Transcript
Episode notes
Regulation Is Turning Risk Into Opportunity
- Pantera sees the current crypto cycle as structurally different with regulatory clarity attracting institutional capital.
- They expect more IPOs, M&A, and growth-stage token pre-launch rounds to drive venture activity.
DATs Attract New Institutional Buyers
- Digital asset treasuries (DATs) are bringing incremental institutional capital that wasn't crypto-native.
- DATs broaden the buyer base and are largely additive, not cannibalistic, to token demand.
Prefer Series A When You Need Control
- Invest at Series A if your fund is large and wants less crowded deal entry and board influence.
- Take board seats and focus on equity Series A when companies need licensing and institutional go-to-market support.