We're LIVE back at The Nest. Great lineup today, talking with @samkazemian, @LowBeta and @dschamis. See you there 🫡 https://t.co/5qGPKmiGjs

DeFi Day in Cannes tomorrow, March 30th. Stacked lineup full of brilliant minds in one space. Live on The Rollup. See you on the show.

@ZKZeroKnowledge FT @austincampbell

Digital assets has ignored basic risk management principles for a decade while legacy finance has ignored the technology. I sat down with Austin, Founder of @ZKZeroKnowledge, on what it actually takes to bridge the gap. He says there are real and deep technological innovations

We have a stacked agenda for DeFi Day Cannes on March 30th. 📍 Palais des Festivals et des Congrès, the @EthCC venue. Hosted with @therollupco, @maplefinance, @chainlink, @XLayerOfficial, @BaillieGifford, @SocieteGenerale Forge, @Stablecoin, and @Certora.

FT @dgt10011

I asked Jeff, CIO at ProCap, why private credit is missing from his radical portfolio theory. He explains the whole category is built on an illusion and the incentive alignment has been abused.

FT @santiagoroel

The token economy is starting to look a lot like equities. I talked with Santiago about whether revenue sharing and buybacks become the standard now that regulatory clarity is here. He says Hyperliquid is the closest thing we have - "It's the token that most resembles stocks."

Credibly neutral infrastructure is the only answer in a competitive, capitalistic system. No bank is building on a competitor's rails.

FT @wbpeck @WisdomTreeFunds

I talked with Will from WisdomTree about where value actually accrues once ETFs move onchain. He says the whole framing is wrong and it's not about cost or competing with your Fidelity account. "The projects that are actually adding value are when you're allowing people to do

FT @vaneckpk @vaneck_us

I asked Pranav how he picks assets within commodities when everything is competing for scarcity. He says most investors are stuck in the wrong place, optimizing for humans instead of where incremental demand is actually coming from.

There are 4 or 5 crypto VC firms left standing. 4 or 5 more are coming straight from legacy finance. Tokenization is eating traditional finance. The VCs are following the money.

The equities market is $10-25 trillion. Once it moves onchain we're not just tokenizing spot assets. ETFs. Index products. Derivatives. Borrowed against. Staked. Composed together. This is potentially $100 trillion of value onchain. Financial primitives are being invented.

Tokenize the world.

I spoke with the Co-founder of @LayerZero_Core on why institutions keep hitting a wall with blockchain infrastructure. Bryan (@PrimordialAA) explains how everyone retrofitted ZK onto existing systems instead of building from first principles. "We showed the CTO of DTCC 2

Coinbase 🤝 Chainlink

That was awesome for 1970, but it's 2026. @iandebode x @OndoFinance x @therollupco x @andyyy x @robbiek__ x @blockworksDAS x @Blockworks