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