The Rollup

Arjun Sethi, Co-CEO of Kraken and early investor who helped scale its global crypto infrastructure. He recounts Kraken’s security-first origins and building pro-grade trading and banking rails. Talks span tokenized equities, launching regulated US products, and using AI as a force multiplier. He also covers organizational design, culture during growth, and reasons for going public.

Sam Green, CEO of Cambrian Network and AI/reinforcement learning background, explains how AI agents are transforming DeFi. He breaks down yield agents, contrasts bots with AI-driven agents, and explores trading, prediction, and analysis agent use cases. He also outlines Cambrian’s verifiable API roadmap and the convergence of AI, crypto, and finance.

Bhaji Illuminati, CEO of Centrifuge — builder of on-chain real-world asset tokenization — talks about Coinbase picking Centrifuge as a tokenization partner. He covers tokenized treasuries and AAA CLOs. He explains instant NAV and liquidity facilities. He outlines Base partnership, freely tradable RWA tokens, DeFi composability, and plans to scale to multibillion-dollar programs.

Michaël van de Poppe, manager of a Netherlands-based multi-strategy digital assets fund, explains his trading, token basket and OTC approach. He explores DeFi, stablecoins and AI convergence. He outlines decentralized compute projects and contrasts today’s opaque market with 2017. He discusses macro links, institutional flows and where AI IPO gains might rotate next.

Guy Wuollet, General Partner at a16z Crypto with a decade-plus track record in crypto and web3 investing. He discusses the $2.2B Fund V focus on stablecoins and perpetuals. Talks about practical products like stablecoin neobanking, infrastructure as a cloud moment, the new founder archetype, and how AI agents and compute markets tie into crypto's institutional future.

Johann Kerbart, SVP & GM of Crypto at Robinhood who led the business to $1B in crypto revenue, talks tokenization, perps, prediction markets, and bringing DeFi UX to mainstream users. He discusses routing and exchange strategy, stablecoin yield clarity, and Robinhood’s vision for global asset access and DTCC tokenization efforts.

Shashank Yadav, co-founder of Fraction AI and ex-Goldman Sachs AI researcher, builds autonomous AI trading agents and infrastructure. He discusses why perpetuals and Hyperliquid power agentic trading. He describes Fraction AI’s Index that turns ideas into coded strategies, large-scale strategy testing, an agent marketplace model, security-by-design with no wallet access, and paths for users to get started.

Joshua Moss, who leads Visa’s stablecoin product strategy, explains how Visa embeds stablecoins and blockchain into payments. He covers Visa’s massive scale, the $6T B2B opportunity, stablecoin settlement and pre‑funding, stablecoin‑linked cards and UX, multi‑chain interoperability versus corporate chains, and treasury flows enabling 24/7 payouts.

Adrian W. J. Fritz, Chief Investment Officer at 21Shares with nearly eight years in digital asset ETPs, explains how institutions view Bitcoin and productive smart‑contract tokens. He breaks down ETF flows, stablecoin supply, regulation differences in Europe and the UK, and why the next cycle may reward tokens that behave like businesses. Short, research-driven takes on AI, DeFi exploits, and product strategy.

Cathie Wood, CEO and CIO of ARK Invest known for bullish research on disruptive innovation and crypto. She outlines ARK’s five innovation platforms and the $11T tokenization thesis. She discusses stablecoins’ bridge role, the “Big Four” crypto picks, macro liquidity and four-year cycle dynamics, and why agentic AI will rely on blockchain for machine-to-machine payments.