Why This Crypto Cycle Feels Different with Lorenzo from ARK Invest
27 Aug 2025 · 32:09
The Rollup hosts Andy and Robbie Klages talk with Lorenzo of ARK Invest about what sets this crypto cycle apart, starting with how today's leverage is more transparent than in past cycles. They cover digital asset treasury companies arbitraging their way to more ETH, the split between TradFi-backed and crypto-native stablecoin chains, the case for on-chain IPOs, and how falling interest rates could push more capital into DeFi yield, including Ethena's yield product.