Smontage

[The Rollup @therollupco]

SPECIAL: Cathie Wood (@CathieDWood) On Digital Assets, Stablecoins, and The Innovation Convergence

Cathie Wood joins us to break down her innovation platforms thesis, the story behind her firm @ARKinvest, and their foray into digital assets. She also unpacks the tokenization thesis, what 'good deflation' is, and her "Big Four" crypto assets.

Full episode links below.

Timestamps:
00:00 Intro
01:22 5 Innovation Platforms
04:53 Why ARK Started
08:11 Bitcoin's Institutional Journey
12:38 First Bitcoin Position
15:11 Institutional Adoption Today
17:33 Larry Fink's Conversion
19:30 Stablecoins Are Impactful
22:06 Cathie's Tokenization Thesis
23:07 DeFi Value Accrual
28:48 Bitcoin & The Big Four
32:39 Macro Liquidity Dynamics
34:24 Bitcoin vs Gold
35:38 ARK's Bitcoin Bull Case
38:00 The Fed & Good Deflation
41:15 New Fed Chair
45:05 Four Year Cycle Debate
46:10 Why Agentic AI Needs Blockchain
49:15 Self-Driving Labs & Healthcare

[Smontage @Smontage]

@Meta_Tomix Can you send me the zoom link please?

[Smontage @Smontage]

@LambdaGen This is now the only acceptable way to announce HL3

[Smontage @Smontage]

@Offbottom1 @_The_Prophet__ Guy on twitter cant google a word

[Smontage @Smontage]

@andyyy

[Smontage @Smontage]

@therollupco 🤣🤣🤣

[Smontage @Smontage]

@lzminsky Well there's a top signal if I've ever seen one

[Chainlink @chainlink]

Global Layer One (GL1), a public-private collaboration involving regulators and financial institutions around the world defining the standards and infrastructure for regulated digital asset markets, is integrating the Chainlink Automated Compliance Engine (ACE) to power the next generation of compliant digital asset transactions.

https://t.co/dOWIMHIT6x

GL1 is developing the common standards, specifications, and toolkits needed to build open, interoperable shared ledger infrastructures for regulated digital assets, including tokenized deposits, securities, and stablecoins. Its Programmable Compliance (PC) Toolkit provides a framework for encoding and automating policy and regulatory requirements directly within digital assets and on-chain transactions.

Together, Chainlink ACE and GL1’s PC framework are providing dynamic, policy-driven compliance capabilities for on-chain transactions, and to ensure transactions are conducted by verified entities operating under enforceable policy constraints.
Each participant, whether a regulator, issuer, or financial institution, is represented by a Cross-Chain Identity (CCID), a core component of Chainlink ACE that provides a reusable cryptographic identity enabling verified credentials and attestations to be recognized across multiple blockchains. Confidential data remains off-chain, while verifiable proofs are recorded onchain, creating a privacy-preserving identity layer for compliant financial transactions.

Together, GL1 and Chainlink are enabling leading financial institutions to operate within global regulatory boundaries while unlocking the efficiency, transparency, and interoperability of tokenized asset markets.

[Chris Barrett @ChrisBarrett]

“Meanwhile, @andyyy at SmartCon surrounded by DTCC, S&P, BlackRock, and JP Morgan in a sponsored lounge by Fidelity”

Chainlink will power it all

[Smontage @Smontage]

@Derivatives_Ape The lion has no furniture

[Smontage @Smontage]

@andyyy Simply insane work man. Idk how you guys keep raising the bar at this pace but it doesnt surprise me anymore! ���👏👏

[Robbie Klages @robbieklages]

We are entering the era of verifiable government. It starts with basic economic data from which we can build efficient markets. Soon its federal defense contract, foreign “aid”, and every tax dollar spent by our representatives. 🇺🇸

The Chainlink partnership with US Department of Commerce is the tip of the iceberg:

- Real Gross Domestic Product (GDP)
- Personal Consumption Expenditures (PCE) Price Index
- Real Final Sales to Private Domestic Purchasers

Imagine DeFi built on top of federal economic data:

- automated trading strategies
- increased composability of tokenized assets
- the issuance of new types of digital assets
- real-time prediction markets for crowdsourced intelligence
- transparent dashboards powered by immutable data
- DeFi protocol risk management based on macroeconomic factor

No more revising economic data months later. Real-time, verifiable, economic data for internet capital markets.

I wasn’t a big fan of $LINK until @ChainLinkGod came on The Rollup TV but now I’m seriously LINK-pilled.

[Smontage @Smontage]

@robbie_rollup @ChrisBarrett Bout fuckin time Robbie let's go!!

[Andy @andyyy]

Once again, the "token is the product" folks are being proven correct.

In this case, the launch of Chainlink reserve creates a strategic reserve of $LINK and becomes a blackhole for some % of the supply.

In today's market more than ever, you need to give people a real reason to hold the token. Chainlink struggled with this for awhile "its the coin that everyone knows is super legit and important tech, but the token is not correlated to their success really outside of pure memetics" was the sentiment.

Good to see them pushing on this with more priority, helps all of us win IMO.

[Smontage @Smontage]

@chainlink They did it. After all these years, the switch has been flipped.

[Vibe @Vibe0x1df]

Dear $Joe, please welcome our Indonesian joes. Welcome to the joes. WE ARE GLOBAL

[Smontage @Smontage]

@aldenx That water boarding one lives in my head rent free

[Kadense Pengu°❗️❗️❗️ @iamkadense]

One things thats great to see in the $BONK eco is different projects willing to work with each other on helping grow awareness

Trenches are culturally different when its PvE>

Win and Help Win

[Smontage @Smontage]

@iamkadense Hi im joe

[Smontage @Smontage]

@lzminsky 🤣🤣😭