How Institutional Money Is Changing Crypto Forever with James Seyffart
The Rollup18 Okt 2025

How Institutional Money Is Changing Crypto Forever with James Seyffart

TradFi and DeFi aren't enemies, they're learning from each other in real time.

In this episode, we sit down with James Seyffart, Bloomberg's senior ETF analyst, to discuss how institutional crypto and decentralized finance are converging, competing, and influencing each other's evolution.


We discuss:

- 150+ digital asset ETF filings in the pipeline

- Why Bitcoin's four-year cycle might be ending

- How institutional capital is dampening volatility

- The $1B Huobi Ethereum treasury strategy

- TradFi vs DeFi: What each system does better

- 9 new crypto ETFs coming before 2026

- The debasement trade: Gold vs Bitcoin dynamics


Timestamps

00:00 Intro

01:22 Downtober: What's Really Driving It

02:14 The ETF Landscape & Government Bottlenecks

03:47 150+ Digital Asset Filings Waiting for Approval

04:42 Treasury Companies vs ETF Hype: Different Strategies

06:29 Basket Products & Index ETFs: The Next Evolution

08:29 Bitcoin's Four-Year Cycle Might Be Over (Here's Why)

10:34 Relay Ad, Talus Ad, Hibachi Ad

11:20 How Institutional Money Dampens Volatility (Unexpected Effects)

13:31 Huobi's $1B Ethereum Treasury: What It Signals

14:05 The Debasement Trade: Gold vs Bitcoin Analysis

18:03 Gold-to-Bitcoin Ratio: What History Tells Us

19:37 RWA & Tokenization: Where We Actually Are

22:17 Leverage in the System: Still a Major Factor

25:38 TradFi vs DeFi: What Each Does Better

27:25 Alvara Ad, Enso Ad

27:52 Regulatory Clarity: The Path Forward

30:17 Government Shutdown Impact on Crypto Timeline

32:52 Nine New Asset ETFs Coming Before 2026

34:03 Closing Thoughts


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://www.x.com/robbie_rollup

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://therollup.co/the-rollup-discl


๐——๐—œ๐—ฆ๐—–๐—Ÿ๐—”๐—œ๐— ๐—˜๐—ฅ: ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ฏ ๐˜ค๐˜ณ๐˜บ๐˜ฑ๐˜ต๐˜ฐ๐˜ค๐˜ถ๐˜ณ๐˜ณ๐˜ฆ๐˜ฏ๐˜ค๐˜บ ๐˜ข๐˜ฏ๐˜ฅ ๐˜‹๐˜ฆ๐˜๐˜ช ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ด ๐˜ค๐˜ฐ๐˜ฎ๐˜ฆ๐˜ด ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ช๐˜ฏ๐˜ฉ๐˜ฆ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต ๐˜ณ๐˜ช๐˜ด๐˜ฌ๐˜ด ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ต๐˜ฆ๐˜ค๐˜ฉ๐˜ฏ๐˜ช๐˜ค๐˜ข๐˜ญ ๐˜ณ๐˜ช๐˜ด๐˜ฌ, ๐˜ฉ๐˜ถ๐˜ฎ๐˜ข๐˜ฏ ๐˜ฆ๐˜ณ๐˜ณ๐˜ฐ๐˜ณ, ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ ๐˜ง๐˜ข๐˜ช๐˜ญ๐˜ถ๐˜ณ๐˜ฆ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฎ๐˜ฐ๐˜ณ๐˜ฆ. ๐˜ˆ๐˜ต ๐˜ค๐˜ฆ๐˜ณ๐˜ต๐˜ข๐˜ช๐˜ฏ ๐˜ฑ๐˜ฐ๐˜ช๐˜ฏ๐˜ต๐˜ด ๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ๐˜ฐ๐˜ถ๐˜ต ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜ฏ๐˜ฆ๐˜ญ, ๐˜ธ๐˜ฆ ๐˜ฎ๐˜ข๐˜บ ๐˜ฆ๐˜ข๐˜ณ๐˜ฏ ๐˜ข ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ช๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ณ ๐˜ง๐˜ฆ๐˜ฆ ๐˜ข๐˜ด ๐˜ข ๐˜ด๐˜ฑ๐˜ฐ๐˜ฏ๐˜ด๐˜ฐ๐˜ณ๐˜ด๐˜ฉ๐˜ช๐˜ฑ, ๐˜ช๐˜ง ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ช๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ค๐˜ข๐˜ด๐˜ฆ ๐˜ธ๐˜ฆ ๐˜ธ๐˜ช๐˜ญ๐˜ญ ๐˜ข๐˜ญ๐˜ธ๐˜ข๐˜บ๐˜ด ๐˜ฎ๐˜ข๐˜ฌ๐˜ฆ ๐˜ด๐˜ถ๐˜ณ๐˜ฆ ๐˜ช๐˜ต ๐˜ช๐˜ด ๐˜ค๐˜ญ๐˜ฆ๐˜ข๐˜ณ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ต๐˜ณ๐˜ช๐˜ค๐˜ต๐˜ญ๐˜บ ๐˜ข๐˜ฏ ๐˜ฆ๐˜ฅ๐˜ถ๐˜ค๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ ๐˜ค๐˜ฐ๐˜ฏ๐˜ต๐˜ฆ๐˜ฏ๐˜ต ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ, ๐˜ฏ๐˜ฐ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ ๐˜ธ๐˜ฆ ๐˜ฐ๐˜ง๐˜ง๐˜ฆ๐˜ณ ๐˜ช๐˜ด ๐˜ง๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ฑ๐˜ณ๐˜ฐ๐˜ง๐˜ฆ๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ๐˜ด ๐˜ฐ๐˜ณ ๐˜ญ๐˜ช๐˜ค๐˜ฆ๐˜ฏ๐˜ด๐˜ฆ๐˜ฅ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ๐˜ด.

Episoder(600)

What Altcoins Are Actually Worth Holding with Lark Davis

What Altcoins Are Actually Worth Holding with Lark Davis

The vast majority of altcoins won't return to all-time highs and they don't deserve to.In this episode, Lark breaks down his portfolio strategy and reveals which assets are actually worth holding for ...

17 Des 202538min

Why AI Agents Still Fail at Simple Tasks with Teng Yan

Why AI Agents Still Fail at Simple Tasks with Teng Yan

AI promises autonomous agents that book flights and handle tasks. We're not there yet but 2026 might change everything.In this episode of AI Supercycle, we sit down with Teng Yan of Chain of Thought t...

14 Des 202541min

How DTCC's SEC Approval Changes Everything For Onchain Finance with Sam Kazemian and Rob Montgomery

How DTCC's SEC Approval Changes Everything For Onchain Finance with Sam Kazemian and Rob Montgomery

Do Kwon's getting 15 years. DTCC just unlocked quadrillions for tokenization. And the stablecoin chain wars are heating up.In this episode of Stabled Up, Sam Kazemian of Frax Finance and Rob Montgomer...

12 Des 202545min

How Kraken Is Building the Anti-Bank with Mark Greenberg

How Kraken Is Building the Anti-Bank with Mark Greenberg

Banking still sucks. Kraken is fixing it.In this episode of Money Moves Fast, we sit down with Mark Greenberg of Kraken to explore how neo banks are replacing traditional finance and why Kraken's Krak...

12 Des 202535min

The Four-Year Cycle Is Dead with Michael Anderson and Vance Spencer

The Four-Year Cycle Is Dead with Michael Anderson and Vance Spencer

Retail has been replaced. Institutional capital now controls 90% of crypto.In this episode, we sat down with Michael Anderson and Vance Spencer of Framework to discuss why 3-4 crypto projects will act...

11 Des 202544min

What Happens When Your AI Actually Belongs To You? With Illia Polosukhin

What Happens When Your AI Actually Belongs To You? With Illia Polosukhin

An AI agent with no hidden motives or data harvesting dream or reality?In this episode of AI Supercycle we sit down with Illia Polosukhin of NEAR Protocol to explore what happens when your AI actually...

7 Des 202545min

Tokenization's Inflection Point with Keyrock's Juan David

Tokenization's Inflection Point with Keyrock's Juan David

Eight years ago, saying "the future is tokenized" took real conviction. Now it's consensus.In this episode of Money Moves Fast, Andy and Rob sit down with Juan David of Keyrock to explore how crypto i...

6 Des 202525min

Ethereum's New Stablecoin Chain with Haonan Li

Ethereum's New Stablecoin Chain with Haonan Li

Ethereum's neutral infrastructure for all stablecoins is here.In this episode of Stabled Up, Hoanan Li, co-founder and CEO of Codex, shares how they're building Ethereum's dedicated infrastructure for...

5 Des 202519min

Populรฆrt innen Teknologi

lydartikler-fra-aftenposten
romkapsel
teknisk-sett
smart-forklart
elektropodden
nasjonal-sikkerhetsmyndighet-nsm
energi-og-klima
rss-ki-praten
rss-impressions-2
fornybaren
shifter
tomprat-med-gunnar-tjomlid
rss-heis
rss-ai-forklart
rss-alt-vi-kan
rss-alt-som-gar-pa-strom
pedagogisk-intelligens
rss-praktisk-proptech
rss-fjorsilkebris-podcast
rss-anleggspraten