Rob Hadick: Where Does DeFi Go From Here? (…And Why)

Rob Hadick: Where Does DeFi Go From Here? (…And Why)

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

April 20, 2026 · 46 min

About this episode

Rob Hadick discusses the recent $292M exploit in DeFi and its implications for the future of onchain finance.

Rob Hadick joins us in the Tokenization Tower to cover the $292M exploit this weekend unpacking how it happened, what this means for the future of low-risk DeFi, why DeFi founders are still treating finance like software, and his views on investing and predicting what comes next for onchain finance. Rob Hadick is General Partner at Dragonfly, a leading digital asset venture fund. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps: 00:00 Intro 00:51 Major Weekend Exploit 01:38 Contagion & Composability Risk 02:28 LayerZero's Statement 05:22 Restaking As A Red Herring 06:53 Finance As Software 09:56 Risk Curation Incentive Problem 13:08 Path Dependency Post-Exploit 17:56 Despair As Current Sentiment 19:30 Institutional Views 21:25 Exotic Collateral Gets Repriced 23:57 Isolated vs. Pooled Lending 26:07 Institutions Want Segregated Markets 27:12 Yieldcoins Post-Exploit 30:11 The Great Consolidation 31:36 Frozen Funds on Aave 33:33 Rate Limits As A Standard 37:13 Permissionless vs. Institutional Split 41:18 What Reverses DeFi Sentiment? Website: https://therollup.co/ Spotify…

People in this episode

Hosts: Robbie, Andy

Guest: Rob Hadick

Topics covered

  • DeFi
  • digital assets
  • finance
  • investing
  • exploits
  • risk management

Keywords

  • DeFi
  • exploit
  • investing
  • risk curation
  • finance as software
  • institutional views

Mentioned in this episode

Organizations: Dragonfly, Aave, LayerZero

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