The Rollup

James Ross, founder of Synth — a BitTensor subnet running decentralized data science competitions — explains why BitTensor is likened to Bitcoin. He discusses subnet tokenomics, staking TAO into subnets, and how subnets can generate real revenue. Brief takes cover decentralized training, confidential compute, and growing institutional interest.

Adam Minehardt, Chief Legal Officer at Chainlink and former Capitol Hill/corporate lawyer, discusses TradFi meeting DeFi. He covers the Clarity Act and stablecoin yield talks. He explains filing-rule shifts, the innovation exemption’s scope, SEC-CFTC coordination, and tokenization use cases from energy to infrastructure. He outlines who might win as tokenized markets and liquidity evolve.

Teddy Fusaro, President of Bitwise and veteran ETF pro, explains why institutional crypto adoption is still in early innings. He compares ETF rollouts to past ETF history. He explores 24/7 markets, tokenized vaults, and how derivatives and options fit into institutional frameworks. He also outlines valuation approaches for Bitcoin, Ethereum, and Solana.

Yuki Yuminaga, co-founder of Tenbin and tokenization protocol builder, explains what’s broken with onchain tokenized assets and how to fix them. He discusses the core onchain liquidity problem and why prices diverge from offchain markets. He compares perps to tokenized spot, explains tokenizing CME futures instead of physical custody, and outlines infrastructure needed for global onchain markets.

Alfonso Gómez-Jordana, Co-founder of Crossmint and former product manager at Google and WhatsApp, builds stablecoin, wallet, and programmable payments infrastructure. He unpacks agentic finance and the stack needed to let AIs manage money. He compares stablecoins and cards for agent payments. He explains Ramp, Western Union's stablecoin moves, emerging market use, and where developer-focused value may sit.

Vivek Raman, co-founder of Etherealize bridging Wall Street and Ethereum. He explores why stablecoins and tokenization are igniting institutional flows to Ethereum. He maps how Ethereum could become a reserve asset, the role of Layer 2s and ZK scaling, and why DeFi apps might outpace infrastructure in value.

Eric Saraniecki, co-founder of Digital Asset and Canton Network with a decade building institutional blockchain infrastructure. He discusses Canton’s mission to fix back-office frictions, tech and tokenomic design, big-bank integrations like JPMorgan and DTCC, a Broadridge repo pilot, and the vision for 24/7 capital markets and on-chain global finance.

A live discussion on tokenization, moving oil, gold and other assets on-chain to unlock liquidity. They cover perpetual futures versus traditional futures and why perps fit crypto markets. Stablecoins as payment rails and the progression to DeFi building blocks get attention. Conversation turns to vaults, AI managers, agentic finance, and how tokenization will reshape institutional strategies.

Joe Lubin, Co‑founder of Ethereum and founder & CEO of Consensys, a leader behind MetaMask and Infura. He discusses why major institutions are deploying on‑chain now. Topics include the end of the trust supercycle, how decentralization remains a core design principle, tokenizing regulated assets and composability risks, and MetaMask evolving into a personal money operating system.

Hunter Horsley, CEO of Bitwise Asset Management and institutional crypto leader, discusses institutionalization of crypto and how AI boosts internal workflows. He breaks down Bitwise's four business lines. He debates whether the four-year Bitcoin cycle holds and explores the sentiment gap between crypto natives and institutions. He also outlines typical institutional crypto allocation ranges.