Adrian Fritz: Trillions Are Coming — Here's Where They Land

Adrian Fritz: Trillions Are Coming — Here's Where They Land

From The Rollup by Where digital assets meet capital markets. Hosted by Robbie & Andy

April 29, 2026 · 36 min

About this episode

Adrian W. J. Fritz discusses the future of digital assets, focusing on ETF flows and institutional interests.

Adrian W. J. Fritz says the next one will be led by tokens that look like businesses. He joins The Rollup to break down ETF flows, the AI trade, and what institutions actually want from digital assets. Adrian W. J. Fritz is the Chief Investment Officer at 21Shares, one of the world's largest digital asset ETP issuers with nearly eight years of experience navigating bull and bear markets across global markets. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps: 00:00 Intro 01:00 Adrian's Background 03:28 Big Four Asset Thesis 05:00 Classifying Digital Assets 08:11 Bitcoin $730K Reaction 09:00 ETH Productive Money Thesis 11:26 Quantum Risk From Institutions 13:07 Four Year Cycle Nuance 15:05 Stablecoin Supply At Highs 16:40 ETF Flows In Europe 18:46 UK Retail Ban Lifted 19:30 Ucits & Crypto ETFs 21:02 Passive vs. Active Products 23:14 DeFi Exploits & Institutions 25:11 On-Chain Finance 26:28 AI Trade & Crypto Apathy 29:22 Capital Rotation To Digital Assets 30:32 Show Me The Money Era 33:14 Next Cycle Led By Revenue 35:37 21Shares Focus For 2026 Website: https://therollup.co/ Spotify…

People in this episode

Hosts: Robbie, Andy

Guest: Adrian W. J. Fritz

Topics covered

  • digital assets
  • ETF flows
  • AI trade
  • institutional investment
  • cryptocurrency

Keywords

  • digital assets
  • ETF
  • AI trade
  • cryptocurrency
  • institutional investment

Mentioned in this episode

Organizations: 21Shares

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