Is the Next Bitcoin Rally Being Funded by the AI Trade? | Michael Van Poppe

The Rollup · May 8, 2026 · 19m

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 Intro00:40 The Fund Explained01:03 Fund Thesis Overview02:02 What Fundamentals Matter03:05 2017 vs. Now04:28 The Barbell Approach05:25 Next Unlock: DeFi + AI06:39 Decentralized Compute Thesis08:42 Decentralized vs…