The Rollup

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!

Pei Chen, CEO of Theoriq Foundation, leads the charge in AI-managed DeFi products like the Alpha Vault, which boasts impressive returns. He discusses the shift from AI demos to actual capital management, tackling the trust issues surrounding letting AI handle money. The conversation highlights the disruption of white-collar jobs, particularly hedge fund managers, as well as the implications of AI building AI. Pei's insights about the future roles of engineers and the operationalization of AI are both thought-provoking and timely.

In this discussion, Piotr and Halko, co-founders of StableWatch with deep expertise in stablecoin research and risk management, dive into the explosive growth of stablecoins over the past year. They highlight the surge in yield-bearing models and the significance of tokenization in the crypto landscape. Their insights reveal which protocols are emerging as leaders, like Ethena and Sky, and they predict market trends for 2026. They also discuss the relationship between interest rates and DeFi growth, presenting a compelling case for the future of on-chain credit.

In this engaging discussion, Lark Davis, a crypto commentator and portfolio strategist, analyzes the future of altcoins. He warns that most altcoins likely won't return to their all-time highs and shares his strategy for identifying sustainable assets. Lark discusses the clash between XRP and Chainlink in the banking realm, critiques the token versus equity dynamic, and highlights how retail investors are missing out on a wealth transfer. He also shares his top long-term holds, including Bitcoin, Ethereum, and Chainlink, emphasizing a focused investment approach.