About this episode

Michaël van de Poppe discusses the intersection of AI IPOs and digital assets, exploring investment strategies and market trends.

Michaël van de Poppe joins The Rollup to cover how AI IPOs are about to mint billions and how smart money is rotating into digital assets next. Michaël van de Poppe runs a multi-strategy hybrid digital assets fund based in the Netherlands. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps: 00:00 Intro 00:40 The Fund Explained 01:03 Fund Thesis Overview 02:02 What Fundamentals Matter 03:05 2017 vs. Now 04:28 The Barbell Approach 05:25 Next Unlock: DeFi + AI 06:39 Decentralized Compute Thesis 08:42 Decentralized vs. Centralized 11:04 Zcash Hot Take 11:36 Michael Saylor Strategy 12:23 Four Year Cycle Dead? 14:00 Bitcoin Levels to Watch 15:24 Bitcoin vs. Gold Correlation 16:09 Does Nasdaq Need to Lead? 17:22 AI IPOs & Crypto Rotation 18:23 Where AI Money Goes Next Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd... Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://x.com/robbieklages Follow Andy on X: https://x.com/andyyy Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh The Rollup Disclosures…

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