The Rollup

Ismael Hishon-Rezaizadeh, co-founder of Lagrangedev, dives into the transformative role of cryptography in defense technologies. He discusses how zero-knowledge (ZK) proofs are securing autonomous drones, ensuring the integrity of AI models in combat. Ismael highlights the importance of private AI in safeguarding against threats like China and explores the critical intersection of blockchain with AI security. He also touches on trends in the defense industry and how dual-use strategies could reshape our security landscape.

Chuk Okpalugo, a fintech and crypto investor known for his insights in Neo Finance, joins the discussion on the future of stablecoins and financial infrastructure. He asserts that distribution is becoming more vital than issuance for value capture in stablecoins. The barbell thesis contrasts user apps with core infrastructure, revealing where true value resides. Chuk also highlights interoperability as a major challenge and explains why Tether and Circle continue to dominate the market. He encourages innovators to seize the moment in Neo Finance.

Nick Emmons, Co-founder of Allora and an AI entrepreneur, dives into the explosive rise of Claude Code. He explains the differences between context graphs and context windows, emphasizing their role in enhancing LLM performance. Emmons highlights the shift away from traditional SaaS models, revealing how Claude Code is democratizing software deployment. He shares tips to become a master 'vibe' coder and discusses the future of agentic coding, including how AI could redefine economic models with speculation and micropayments.

Vance Spencer, a venture investor at Framework focused on crypto, and Michael Anderson, a seasoned crypto investor, delve into the transformative world of neo-finance. They critique traditional DeFi systems and present the NuFi thesis, discussing why equity outcomes are on the rise. Their insights cover sustainable yields versus Ponzinomics, the significance of property rights for tokens, and the predicted consolidation into a few key crypto assets by 2026. Tune in for predictions on the biggest market shifts and how regulatory changes will reshape investment structures!

Jordi Alexander, founder of Selini Capital and an expert in digital asset investing, dives into the transformative world of token buybacks. He discusses the distinction between systematic and strategic buyback strategies, shedding light on why these mechanisms can actually work. Jordi shares insights on the impending tokenization wave, highlighting undervalued revenue-generating apps. With an eye on 2026, he explores the challenges ahead and what to expect from the market, including rising revenue tokens and new opportunities in Neo Finance.

Sam Kazemian, Co-founder and CEO of Frax, dives into the exciting future of stablecoins, predicting 2026 as the pivotal year for full integration. He discusses the importance of end-to-end stablecoin architecture and makes compelling comparisons, likening stablecoins to Tesla's innovative approach. Topics include the rise of neobanks, the geopolitical implications of stablecoin adoption, and the hefty expectations for tokens like fraxUSD as a default currency. Tune in for a visionary look at the intersection of finance and crypto!

Joseph Chalom, Founder and Co-CEO of SharpLink and former head of digital assets at BlackRock, shares insights on Ethereum's future in global finance. He explains how SharpLink has become a leading holder of ETH and discusses innovative staking strategies. Joseph emphasizes the importance of standards for institutional DeFi protocols and the potential of tokenizing traditional assets like the S&P 500. He also highlights the ongoing regulatory challenges and the transformative role Ethereum will play in the evolution of finance.

Haseeb Qureshi, a venture investor and crypto entrepreneur at Dragonfly, discusses his bold predictions for 2026. He anticipates Bitcoin soaring to 150K while altcoins struggle. DeFi will consolidate into three key players, and stablecoins are set to expand 60% through neo-banking cards. Haseeb highlights the ongoing trend of Big Tech acquiring crypto wallets and forecasts that prediction markets will outpace traditional apps. He also touches on the challenges of regulatory clarity and evolving fintech chains.

Jan Camenisch, a cryptographer at Rialo, and Jens Groth, Chief Scientist at Nexus, dive into the pressing issue of AI Singularity as a threat to crypto, eclipsing concerns over quantum resistance. They discuss the critical balance between privacy and verifiability, exploring why zero-knowledge proofs face significant cost challenges. The conversation highlights the need for secure blockchain environments for AI agents and the importance of verifiable content amidst rising deepfake risks. Brace yourself for a fascinating look into the future of technology!

Chris Yin and Teddy Pornprinya from Plume Network dive into the explosive growth of real-world assets, skyrocketing from $5B to $20B in 2025. They discuss the dynamics of collateralized loan obligations, the impact of Fed rate cuts on yield hunting, and how Plume’s permissionless strategy captured half the market. The duo highlights the potential of private credit and the importance of diversifying holdings in the RWA space. Expect massive growth in 2026 as institutional access becomes even more attractive!