The Rollup

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.

George Zeng, co-founder at NEAR and lead of Iron Claw, a Rust-built AI agent framework for secure tool access. He talks about rebuilding agents in Rust for memory safety. He covers sandboxed tool access, prompt-injection defenses, encrypted secrets, and a demo where an agent ordered $150 worth of pizza.

Erik Voorhees, founder of ShapeShift and Venice AI, is a crypto entrepreneur building privacy-first, non-custodial tools. He discusses why AI needs uncensored, privacy-focused alternatives, how Venice blends crypto primitives with chat AI, the risks of centralized censorship, and the evolving convergence and geopolitics between AI and crypto.

Brendan Eich, creator of JavaScript and CEO of Brave, talks about browser AI, agent security, and blockchain micropayments. He explains indirect prompt injection risks and Brave’s agent-mode defenses. Conversation covers trust in AI-generated code, privacy-first models and Solana/NEAR for micropayments.

Illia Polosukhin, co-founder of NEAR Protocol and blockchain developer, talks about privacy-first agent marketplaces, decentralized inference and why blockchain should be AI’s backend. He covers formal verification to harden code, agentic hosting and market design, plus how AI could reshape labor, currencies and consumer distribution.

Haseeb Qureshi, former founder turned Dragonfly partner focused on crypto × AI and stablecoin infrastructure. He sketches multi‑trillion stablecoin upside. He explains why Visa/Mastercard endure, how agentic payments may follow a two‑track path, and why wallets, micropayments, and decentralized AI rails are where the real bets lie.

Matt Hougan, Bitwise CIO and ETF/crypto veteran, breaks down tokenization, vaults, and institutional DeFi adoption. He explains why tokenized ETFs are imminent. He contrasts permissioned vs open DeFi and wallet-driven distribution. He previews how vaults could reshape asset management and what neo finance means for markets.

A deep dive into running a full OpenClaw stack on a Mac Mini, from automated trading engines to a personal legal team. Hear how Discord channels and spawned sub-agents handle health, legal, trading and content. Learn about daily idea-pitching “Shark Tank” workflows, auto-generating posts in someone’s voice, and connecting OpenClaw to Interactive Brokers for backtesting and trading.

Sean Kelley, VP at Frax who builds institutional bridges for frxUSD. He discusses yield-bearing stablecoins drawing bank pushback. Talks RWA looping and how multiple tokenized treasuries back frxUSD. Covers strategies to cross into TradFi payments, institutional vault demand, and Frax’s integration roadmap.

Stani Kulechov, founder of Aave Labs and architect of the Aave protocol, explains the "Aave Will Win" framework and the plan to route 100% of product revenue to the DAO. He breaks down v4's modular architecture, new revenue lines from consumer apps and cards, brand governance via an independent foundation, and how product autonomy pairs with DAO alignment.