DeFi Slate

AI Singularity 2030 comes before quantum breaks crypto. Are you ready?In this episode, we sit down with Jan Camenisch from Rialo and Jens Groth, Chief Scientist at Nexus, to explore the eternal trade-off between privacy and verifiability. Jan and Jens break down the real threats facing crypto, why ZKVMs cost 100,000X more than native computation, and how blockchain becomes the only way to secure AI agents.We discuss:- Privacy vs verifiability: the eternal trade-off- Why quantum resistance isn't as urgent as you think- AI Singularity 2030: the real threat to crypto- How AI deepfakes will force verifiable content only- ZKVMs cost 100,000X more than native computation- Why blockchain is the only way to secure AI agents- Jan's move to Rialo and SubZero- Latest work on ZK proving bottlenecksTimestamps:00:00 Intro02:08 Jan's Move to Rialo & SubZero04:34 Latest Work on ZK Proving Bottlenecks06:55 Verifiability vs Privacy: Which Matters More?09:17 Measuring ZK Performance11:42 Privacy, Verifiability & Real-World Applications16:25 Passport Data & Zero-Knowledge Proofs18:33 Quantum Resistance: How Urgent Is It Really?23:25 AI Singularity Is More Urgent Than Quantum28:13 The Blockchain Trilemma Revisited30:35 AI Agents & The Need for Organic, Verifiable AI37:12 Managing AI Agents Like Employees39:36 Privacy, Verifiability & The Future of FinanceWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Real-world assets exploded from $5B to $20B in 2025, and 2026 could hit $400B.In this episode of Money Moves Fast, we sit down with Chris Yin and Teddy Pornprinya of Plume Network to review 2025's explosive RWA growth and predict what's coming in 2026. Chris and Teddy break down the duration vs liquidity trade-off, private credit's $22B onchain opportunity, and why fed rate cuts are setting up the coming RWA explosion.We discuss:- Why CLOs Are The New T-Bills- How Plume Captured 50% of All RWA Users- The Duration vs. Liquidity Trade-Off- Private Credit's $22B Onchain Opportunity- Permissionless Access to Institutional Products- Fed Rate Cuts & The Coming RWA Explosion- Best Ways to Capture the 5-10x UpsideTimestamps:00:00 Intro00:47 Polygon Ad01:05 2025 Year in Review02:51 Understanding CLOs & Triple-A Ratings05:48 Janus Henderson's $500M Deployment07:17 Rate Cuts & Yield Hunting10:28 Plume's Permissionless Strategy13:11 Network Dominance: Ethereum vs. The Rest16:04 Duration Risk Explained18:06 Active Address Leadership22:46 Who Are Plume's Users?25:23 RWA Looping Strategies26:55 Halliday Ad, Trezor Ad, Hibachi Ad28:02 Covering Duration Risk30:13 User Base: KYC vs. Permissionless34:22 Fed Rate Cuts & 2026 Outlook36:19 infiniFi Ad, YEET Ad, Kalshi Ad37:21 The Coming Nuclear Growth Phase39:04 How to Get Exposure to RWA Growth40:55 Top Infrastructure Plays42:14 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

AI agents are moving from demos to managing real capital and replacing hedge fund managers in the process.In this episode of AI Supercycle, we sit down with Pei Chen of Theoriq to explore how AI agents are transitioning from proof-of-concepts to autonomous economic agents managing real money. Pei breaks down the trust problem around letting AI control our money and what happens when white-collar jobs get disrupted first.We discuss:- AI going from demos to managing real capital- Why Gemini dominated 2025's model wars- How AI agents are replacing hedge fund managers- Theoriq's Alpha Vault: 25% returns through agent coordination- The trust problem: when should we let AI control our money?- White-collar jobs getting disrupted first- AI building AI: the inception problem- Future of junior engineering roles with AITimestamps:00:00 Intro01:30 Theoriq's TGE week recap04:02 Intelligence layer architecture09:19 One word to describe 2025 in AI14:15 AI meeting the real economy16:02 Bootstrapping DeFi liquidity with agents19:48 White-collar jobs getting disrupted first21:01 Hibachi Ad, Trezor Ad, Yeet Ad23:09 Best AI model prediction for market analysis27:13 Distribution vs integration in 202532:45 Which AI codes best?34:33 InfiniFi Ad, Halliday Ad, Kalshi Ad35:36 AI building AI: the inception problem37:51 Future of junior engineering rolesWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Stablecoins led one of the most important years in crypto progress. Supply surged. Yield went onchain. Tokenization exploded. Now, a handful of protocols started to separate themselves from the rest.In this episode, the StableWatch team breaks down what actually happened in stablecoins this year, why growth accelerated so fast, and which yield-bearing models we think matter heading into next year.We review the data, apply numbers to narratives, and make clear predictions for 2026 across yield, RWAs, and onchain credit.We discuss:• How yieldcoins grew from $7B to $22B+ • Which models are winning: Ethena, Sky, Maple, Ondo, Securitize (And why...)• Why Sky's yield compressed while Ethena surged• How tokenization quietly became one of crypto's strongest narratives• RWAs, onchain credit, and where real demand is coming from• Why DeFi benefits when risk-free rates fallTimestamps:00:00 Intro00:36 The Stablecoin Shift03:23 How StableWatch Started07:42 2025 Review: $75.8B → $228B12:27 Sky vs Ethena: Winners & Losers16:57 Haliday Ad InfiniFi Ad Yeet Ad19:27 Why Stablecoins Track Crypto Markets24:09 RWAs, Credit & Tokenization28:47 Why Risk-Free Rates Matter30:47 Kalshi Ad Trezor Ad Hibachi Ad35:47 2026 Predictions: Who Wins Next42:38 Rate Cuts & the Next DeFi Boom49:51 StableWatch's Vision for 2026Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

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 the next 10 years. We also covered Wall Street's tokenization wave, the XRP vs Chainlink banking debate, and why retail is getting left out of the biggest wealth transfer in crypto history.We discuss:- Why Most Altcoins Are Fundamentally Overvalued- The Token vs Equity Problem Destroying Value- Concentration Over Diversification Strategy- Wall Street's Tokenization Wave (And How Retail Gets Left Out)- XRP vs Chainlink: Who Really Owns Banking?- The 10-Year Assets Worth HoldingTimestamps:00:00 Intro02:39 The Weird Year for Crypto06:10 Altcoin Reality Check08:25 Portfolio Management in Bear Conditions09:25 YEET Ad, Trezor Ad, Halliday Ad10:03 Institutional Adoption vs Price Action18:19 The Four-Year Cycle Debate23:45 Token vs Equity Dynamic28:42 Kalshi Ad, Hibachi Ad, infiniFi Ad29:14 The 10-Year Amazon Bet34:49 XRP Valuation Discussion36:51 Chainlink's Fundamental EdgeWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

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 to explore when AI agents will actually work autonomously and who really owns the AI powering them. Teng breaks down the data center space race, crypto-AI infrastructure traction, and whether we're heading toward an AI privacy crisis in 2026.We discuss:- Why Model Improvements Are Accelerating Fast- The Truth About Prompt Engineering- Are We Facing an AI Privacy Crisis?- When Will Agents Actually Work Autonomously?- The Data Center Space Race: Bubble or Breakthrough?- Crypto-AI Infrastructure: What's Actually Getting Traction?Timestamps:00:00 Intro00:37 Near Protocol Ad01:56 Teng's AI Background & Journey06:15 2025: The Year AI Leveled Up08:44 Haliday Ad, infiniFi Ad, YEET Ad09:16 Model Improvements Across the Stack14:22 Prompt Engineering Myths Debunked18:45 Giving Models Context22:10 Testing Across Multiple LLMs24:30 AI Privacy: Crisis Brewing?27:37 Kalshi Ad, Hibachi Ad, Trezor Ad28:11 Near's Private AI Solution32:40 Agent Landscape Reality Check38:25 Why Agents Still Fail at Simple Tasks42:15 2026: Year of the Agent?45:30 Ethics of For-Profit AI Giants51:20 The Data Center Bubble Question55:45 Bit Tensor & Crypto-AI Traction59:30 What to Watch in Blockchain AIWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

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 Montgomery of InfiniFi break down how DTCC's SEC approval changes everything for onchain finance. Sam and Rob reveal the dynamics reshaping payment chains and why Korean Won, Brazilian Riyal, and Turkish Lira going onchain matters more than you think. We covered:- Sam's Untold Terra War Room Stories- How DTCC's SEC Approval Changes Everything- The Explosive Race Between Tempo, Stable & Plasma- Why 2026 Is The Year of Non-USD Stablecoins- Korean Won, Brazilian Riyal & Turkish Lira Going Onchain- Invoice Financing's 24% APR Opportunity- Winner-Take-All Dynamics in Payment ChainsTimestamps:00:00 Intro00:37 Polygon Ad01:19 Mark's Role at Kraken02:19 The Problem with Traditional Banks03:40 Neo Banking Revolution05:30 crack App Vision & Features08:53 What Makes a Great Neo Bank11:11 Kalshi Ad, Halliday Ad, Trezor Ad11:40 Financial Super Apps14:01 Bakkt Acquisition & X Stocks Thesis17:17 X Stocks Growth & Adoption19:03 Democratizing Global Markets20:32 The crack App Ecosystem22:08 Next Gen Users & On-Chain Yields24:05 Competition Analysis26:09 YEET Ad, infiniFi Ad, Hibachi Ad26:49 Yeet Ad27:20 crack Card Breakdown29:21 Cashback & Rewards Structure31:08 Network Effects Across Products33:27 2026 Vision & Culture34:15 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

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 app might be the catalyst. From spending any asset anywhere to tokenized equities on Solana and Ethereum, Mark breaks down Kraken's vision for democratizing access to global markets, why DeFi yields crush traditional savings accounts, and how the Krak Card delivers 1% cashback in crypto.We covered:- Why Neo Banks Are Replacing Traditional Finance- The Krak App: Spend Any Asset, Anywhere- X Stocks: Tokenized Equities on Solana & Ethereum- How Kraken Acquired Backed to Scale Tokenization- DeFi Yields vs. Traditional Savings Accounts- The Krak Card: 1% Cashback in Crypto- Democratizing Access to Global MarketsTimestamps:00:00 Intro00:37 Polygon Ad01:19 Mark's Role at Kraken02:19 The Problem with Traditional Banks03:40 Neo Banking Revolution05:30 Krak App Vision & Features08:53 What Makes a Great Neo Bank11:11 Kalshi Ad, Halliday Ad, Trezor Ad11:40 Financial Super Apps14:01 Bakkt Acquisition & X Stocks Thesis17:17 X Stocks Growth & Adoption19:03 Democratizing Global Markets20:32 The Krak App Ecosystem22:08 Next Gen Users & On-Chain Yields24:05 Competition Analysis26:09 YEET Ad, infiniFi Ad, Hibachi Ad26:49 Yeet Ad27:20 Krak Card Breakdown29:21 Cashback & Rewards Structure31:08 Network Effects Across Products33:27 2026 Vision & Culture34:15 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

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 actually survive, why Bitcoin dominance doesn't matter anymore, and what the Clarity Act means for DeFi's institutional unlock in 2026.We covered:- Why The Four-Year Cycle Just Broke- How 25 BPS Rate Cut Changes Everything- ETH Breaking All-Time Highs Before Bitcoin?- The Clarity Act: DeFi's Institutional Unlock- Only 3-4 Crypto Projects Will Actually Survive- Why Bitcoin Dominance Doesn't Matter Anymore- Yield Coins, Duration Risk & Sky's Role in 2026Timestamps:00:00 Intro02:19 25 BPS Rate Cut Analysis05:23 Breaking The Four-Year Cycle09:29 January's Potential Catch-Up Trade10:00 Institutional vs Retail Capital Shift12:42 Vance on The Revenue Meta14:40 Michael on Market Structure Bill18:32 Trezor Ad, Halliday Ad19:04 Winners & Losers of Clarity23:05 ETH vs BTC Thesis29:33 Benjamin Cowan's TA Scenario31:05 Hibachi Ad, InfiniFi Ad, Yeet Ad31:35 Bitcoin Dominance Discussion35:13 DeFi & Value Transfer Fundamentals38:39 Vance on Attention Tokens39:47 Yield Coins & Duration Strategy42:10 Clarity Act Timeline & ImpactWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

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 belongs to you. With $7B flowing through NEAR Intents and the launch of NEAR AI Cloud, Illia explains how hardware-enabled privacy unlocks AI agents that users actually own and control.We discuss:- NEAR AI Cloud & Private Chat Launch- How Intel & Nvidia Hardware Enable True Privacy- $7B Flowing Through NEAR Intents- AI Agents Reshaping DeFi Yield- Why Privacy Enables Better AI Products- Web2 Integration Coming Soon- Treasury Companies as Network StakeholdersTimestamps:00:00 Intro01:44 NEAR AI Cloud Launch02:38 Privacy Zeitgeist Returns04:38 Why Privacy Matters for AI05:05 Hibachi Ad, Trezor Ad, Yeet Ad06:08 Can NEAR Access Your Data?07:27 Human Behavioral Trends with AI10:12 AI Cloud Infrastructure Breakdown12:35 Hibachi Ad, Treasure Ad13:00 NEAR Intents $7B Volume14:04 AI & Web2 Integration Alpha16:41 Kalshi Ad, Halliday Ad, infiniFi Ad17:55 AI as Your Personal Assistant19:42 AI Agents & DeFi Yield23:00 Does Silicon Valley Care About Privacy?27:23 Memory & Context Management29:40 Training Private AI Models32:45 Infinitely Ad, Ecom Ad, Polymarket Ad34:05 MCP & X402 Standards37:12 2026: NEAR Token Economics41:54 Treasury Companies & Network AlignmentWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

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 is finally returning to fundamentals after years of speculation. Juan David breaks down what separates real business models from protocol theater and why the adjacent trade matters more than you think.We discuss:- Building Institutional Crypto Infrastructure Since 2017- Why Regional Stablecoins Haven't Scaled (Yet)- Market Making, Money Markets & Protocol Revenue- The Adjacent Trade: What Benefits from Stablecoin Growth?- Onchain FX & Yield Access for Emerging Markets- Return to Fundamentals: Real Business Models MatterTimestamps:00:00 Intro00:00 Polygon Ad01:56 Buenos Aires & Keyrock Origins05:45 Institutions vs. Institutional Allocators06:37 Trezor Ad, Halliday Ad, InfiniFi Ad10:57 Custody Solutions That Actually Work11:29 Tokenization's Inflection Point14:04 Stablecoin Liquidity Challenges16:39 Token Buybacks & Revenue Meta18:03 Money Markets & Exchange Protocols19:55 Hibachi Ad, Kalshi Ad, Yeet Ad20:20 Return to Fundamentals Discussion22:19 Onchain FX & Country Risk Management22:49 Lower Frequencies Music Selection23:17 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

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 stablecoins and why they chose to build on Ethereum rather than launch their own L1. From attacking the $7.5 trillion FX market to enabling regional stablecoins without USD intermediaries, Hoanan explains why the "research fetish" problem is holding crypto back and what institutional banking actually needs.We discuss:- Why Codex Chose Ethereum Over Building an L1- The "Research Fetish" Problem in Crypto- How Codex FX Attacks the $7.5T FX Market- Regional Stablecoins Without USD Intermediaries- Banking Licenses & Institutional BD Nobody Wants to DoTimestamps:00:00 Intro00:48 Frax Ad01:25 Hoanan's Origin Story02:43 Why Build For All Stablecoins?04:04 Ethereum's Stablecoin Spec Ops05:06 Hibachi Ad, Trezor Ad, Yeet Ad05:39 Avoiding Research Fetish08:10 The Real Bottleneck: Fiat ↔ Crypto09:25 Institutional Banking Approach10:40 Codex FX Product Deep Dive12:01 Challenging the FX Status Quo13:08 Reshaping Global Commerce15:43 Incremental FX Unbundling16:42 Kalshi Ad, Halliday Ad, InfiniFi Ad17:15 Q4/Q1 Roadmap & TNF ProductWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Dogecoin started as a joke. Now it's building a blockchain empire.In this episode, Rob sits down with TJ Miller and Jordan Jefferson to explore how Dogecoin evolved from a meme into a serious contender for global adoption. From building DogeOS as the app layer for Dogecoin to the DogeShow's citizen journalism model, TJ and Jordan explain why crypto needs more comedy, less seriousness and why Doge might actually become the interplanetary currency.We discuss:- How Dogecoin Became More Than a Meme- Why Bitcoin Maxis Missed the Point- Building DogeOS: The App Layer for Dogecoin- The Dog Show: Citizen Journalism Meets Crypto- Could Doge Be the Interplanetary Currency?- Why Crypto Needs More Comedy & Less Seriousness- Dogecoin vs. Its Derivatives (Shiba, Dogwifhat)Timestamps:00:00 Intro01:42 Seoul Vibes & Conference Culture05:31 AI's Probability of Doom08:14 How TJ & Jordan Met at Bitcoin Vegas11:03 TJ's Bitcoin Maxi Origins13:36 Birth of The Dog Show14:42 Halliday Ad, infiniFi Ad, Kalshi Ad15:19 Dogecoin's Unique Lore Speedrun18:45 Building DogeOS on Dogecoin22:21 Dogecoin vs. Solana Comparison25:11 Political Dynamics & Governance28:00 Could Doge Be What Bitcoin Should've Been?29:00 Relay Ad, Trezor Ad30:08 Interplanetary Currency Theory33:27 Derivative Meme Coins Discussion37:19 Why Comedy Matters in Crypto41:03 Leveling Up Absurdity with Utility42:23 Deadpool's Groundbreaking Impact44:19 Where to Find The Doge ShowWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The table is being set for crypto in America.In this episode, SEC Commissioner Hester Peirce breaks down the dramatic 180-degree shift happening at the SEC and what it means for crypto regulation in America. From why most tokens aren't actually securities to the debate over self-custody as a fundamental right, Hester explains how the regulatory landscape is being rebuilt from scratch and what 2025 holds for the industry.We discuss:- The SEC's 180-degree shift on crypto regulation- Why most tokens aren't securities- Capital formation and the return of ICOs- Self-custody as a fundamental right- CFTC vs SEC jurisdiction split- Privacy protections in America's digital future- What 2026 holds for comprehensive regulationTimestamps:00:00 Intro01:17 Why the government shutdown changed everything05:07 2025 is the line in the sand year07:16 The SEC's 180-degree turn on crypto12:19 Steel-manning critics vs identifying adversaries14:40 Sponsors: Hibachi, Trezor, YEET21:28 Public equities and the token model26:16 CFTC vs SEC: where should the line be?31:30 Sponsors: Relay, Kalshi, InfiniFi, Haliday32:27 The return of ICOs done right42:35 Self-custody as a fundamental right45:23 The Watermelon and Peanut Butter story48:00 Rapid fire: Three eras of cryptoWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The father of Danksharding just left Ethereum Foundation for Tempo. In this episode, Dankrad Feist opens up about his decision to leave the Ethereum Foundation after years of pioneering research to join Tempo and focus on stablecoin payments. From PeerDAS and Fusaka's data availability breakthrough to the L2 finality crisis everyone's talking about, Dankrad explains why Ethereum needs to adopt a wartime mentality and what it will take to compete in today's market.We discuss:- Why He Chose Stablecoin Payments Over Pure Research- PeerDAS & Fusaka's Data Availability Breakthrough- The L2 Finality Crisis Everyone's Talking About- Stage Zero Rollups: Should We Be Worried?- Which ZK-EVM Would He Pick? (He Doesn't Say)- Ethereum's Massive Validator Set Problem- Privacy Roadmap & The Return of FundamentalsTimestamps:00:00 Intro00:50 Why Dankrad left Ethereum Foundation for Tempo03:53 Stablecoin payments matter more than you think05:15 Tempo's Stablecoin-Neutral Strategy06:09 Fusaka Upgrade Deep Dive09:23 How PeerDAS Enables Ethereum Scaling10:30 Relay Ad, Trezor Ad16:09 Native Rollups Bringing Execution Back17:54 The Three Types of Finality Issues20:11 Ethereum's Biggest Technical Bottlenecks22:14 Halliday Ad, infiniFi Ad, Kalshi Ad23:41 The Validator Set Problem24:59 Lean Ethereum & Justin Drake's Vision26:08 Fast Finality's Real Impact28:10 ZK-EVM Roadmap & King-Making Debate31:35 Privacy Toolkit & Institutional Needs33:31 Stage Zero Rollups: The Real Problem36:50 Ethereum's Wartime Mode40:05 Lightning RoundWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

DeFi is no longer just for crypto natives, it's becoming the infrastructure layer for traditional finance.In In this episode, Stani Kulechov, founder of Aave, lays out his vision for how Aave will reach trillions in total value locked by 2030 and why banks are already choosing Aave as their infrastructure layer.From the Aave mobile app bringing high-yield savings mainstream to the revolutionary v4 hub-and-spoke model, Stani explains how Aave is positioning itself as the backbone of global finance.We discuss:- The Aave mobile app strategy for mainstream adoption- Aave v4's hub-and-spoke model and what it solves- Why banks are using Aave as DeFi infrastructure- Embedded DeFi and the next wave of institutional adoption- Why Ethereum is still the only choice for RWAs- What Aave actually needs from Ethereum L1- The multi-stakeholder vetting process that keeps Aave secure- Designing v4 with ecosystem partners and real user feedback- Aave's path to becoming the world's biggest financial network- Stani's 2030 prediction for DeFi and TradFi convergence---Timestamps:00:00 Intro01:05 The Aave Mobile App Strategy03:52 Aave as Infrastructure For Banks05:52 Institutional Adoption & Aave Horizon08:46 Trust, Resiliency & Risk Management09:35 Haliday Ad, InfiniFi Ad, Kalshi Ad10:54 What Aave Needs From Ethereum13:40 Do You Miss 2020 DeFi Summer?15:01 The Multi-Stakeholder Vetting Process19:02 Why Aave v4 Changes Everything20:20 Relay Ad, Trezor Ad21:01 The Liquidity Hub-and-Spoke Model22:32 Designing v4 With Ecosystem Partners24:33 Return to Fundamentals25:21 Lightning RoundWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

In this episode of AI Supercycle, Lane shares insights on NEAR's evolution from a grants-heavy ecosystem to a product-focused powerhouse, and why privacy infrastructure could be the key differentiator for Web3 adoption.We discussed:- How NEAR's Intents Integration is generating over $10M in fees- The controversial fee switch debate and what it means for protocols- NEAR's unique approach to House of Stake governance- Why the shift from grants to product-first strategy matters- Decentralized AI: verifiable model training and content creator royalties- Privacy as a core value in the cypherpunk movement heading into 2025Timestamps:00:00 Intro00:30 NEAR's defining moment for privacy02:07 How Intents are generating $10M+ in fees04:19 The fee switch question every protocol is asking05:07 Sponsors: Hibachi, Relay, Holiday06:13 What makes NEAR's governance actually work08:39 From grants to products: the strategic shift10:36 AI model training that content creators can verify and earn from11:20 Sponsor: Polymarket11:29 Why privacy means something different now13:27 Final thoughts on NEAR's 2025 roadmapWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Stablecoins are evolving from trading assets to the infrastructure layer of digital finance.In today's episode, Luca Prosperi from M0 explains how enterprise stablecoins will power applications, why interoperability matters more than liquidity, and how governments worldwide will adapt as capital flows into dollar-denominated rails.We discuss:- Enterprise Stablecoins vs Payment Stablecoins- Why Interoperability Matters More Than Liquidity- M0's Partnerships with MetaMask & MoonPay- How Capital Flight Will Force Governments to Adapt- Why Europe is Already Losing the Stablecoin Race- The FX Problem: Harder Than It Looks- Luca's Prediction on Global Stablecoin AdoptionTimestamps:00:00 Intro00:53 Enterprise Stablecoins Explained03:30 M0's Infrastructure Philosophy06:15 MoonPay & Stripe Partnerships09;24 Trezor Ad, Hibachi Ad, Kalshi Ad, Halliday ad10:04 FX and Multi-Currency Stablecoins10:55 Stablecoin Maturation14:07 Capital Flight & Government Response18:31 Relay Ad, YEET ad, InfiniFi Ad19:20 Why Capitalism Always Prevails22:45 Europe's Stablecoin Problem24:38 Return to Fundamentals---Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Revolut is doing $690M+ in crypto volume and there's a playbook behind that success.In this episode of Money Moves Fast, we sit down with Jamal Raees, Head of Payments at Polygon Labs, to discuss why blockchain companies without enterprise sales are cooked, how Mastercard's crypto credential vision works, and why cross-border payments need stablecoins.We discuss:- The Revolut integration: $690M+ volume- Why blockchain companies without enterprise sales are cooked- Mastercard's crypto credential vision- The Blockchain Payments Consortium- Building the "Clooney Effect" in BD- Why cross-border payments need stablecoins- Creating standards like EMV did for credit cardsTimestamps:00:00 Intro & Payment Standards Evolution00:52 Welcome to The Rollup01:10 Polygon x Revolut Partnership Deep Dive04:19 Revolut's $690M+ Integration Strategy08:24 Stablecoin Cross-Border Use Cases10:52 Kalshi Ad, Infinifi Ad, Halliday Ad11:28 Network Effects & Partnership Flywheel14:10 Trezor Ad, Relay Ad14:40 Mastercard Crypto Credentials Explained17:40 Visa vs Mastercard Landscape19:48 The Institutional Adoption Window21:35 Blockchain Payments Consortium Vision22:58 Creating Payment Standards That ScaleWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

In today's video, we take you through everything you'd want to know about Infinex token launch, airdrop mechanics, Sonar sale, and more explained by founder Kain Warwick.Andy, Robbie and Kain also cover:- Why 95% of Airdrop Recipients Instantly Dump- The "Crate Run" Voucher System Explained- How Patron NFTs Evolved Into INX Token- Building a Crypto Super App That Actually Works- Sonar Sale Plans & TGE Timeline- The CT Mafia's "Blood Money" ProblemTimestamps:00:00 Intro00:45 Infinex Platform Evolution06:08 Haliday Ad, InfiniFi Ad, Kalshi Ad06:50 The Super App Thesis11:15 Why Patron NFTs Failed to Scale19:10 Crates vs Airdrops: The Psychology19:28 Relay Ad, Yeet Ad23:37 Trezor Ad, Hibachi Ad23:55 Maximizing Your Crate Strategy29:50 Q4 Timeline & TGE Plans30:30 Building Infinex as an Anon Team31:54 The Boys Are Back in TownWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Privacy is the bedrock for the agent economy and NEAR Protocol is building the infrastructure to prove it.In this episode of AI Supercycle, we sit down with Alex Shevchenko and Harshit Tiwari from NEAR Protocol and Aurora to discuss NEAR's 67+ chain intents with zero slippage, why privacy is a prerequisite for agent commerce, and how user-owned AI competes with the centralized AI cabal.We discuss:- NEAR Intents: 67+ Chains, Zero Slippage- Shielded Zcash Transactions & Privacy Rights- User-Owned AI vs. The Centralized AI Cabal- How Solvers Create Efficient Cross-Chain Markets- NEAR's Revanchist Theory & Token Economics- Why Privacy Is a Prerequisite for Agent Commerce00:00 Intro01:02 NEAR Intents Overview: 67+ Chains, Zero Slippage03:50 Zcash Integration Strategy07:37 Chain Signatures & Omni Bridge Technology10:52 Relay Ad, Alvara Ad, Talus Ad11:40 Solver Network & Fee Structure16:30 Privacy Levels Explained20:09 User-Owned AI Philosophy22:45 Hibachi Ad, Enso Ad23:04 Private Money in the Agent Economy26:20 NEAR Token Value Accrual28:42 Revanchist Theory: Why NEAR Is Different30:29 Product-First Ecosystem ApproachWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Crypto Twitter thinks we're in a bear market. Wall Street thinks we're in a bull run. Who's right?In this episode, we sit down with Michael Anderson and Vance Spencer, founders of Framework Ventures, to discuss why every LP is asking about stablecoin exposure, why the four-year cycle narrative is fundamentally broken, and whether the Hyperliquid unlock is actually bullish.We discuss:- Why Every LP Is Asking About Stablecoin Exposure- The Four-Year Cycle Narrative Is Fundamentally Broken- Uniswap's Revenue Share: Four Years Too Late- RWA Looping vs Recursive Lending Explained- The Dangerous Rise of Opaque Off-Chain Fund Managers- Why Staking ETFs Just Killed The DAT Thesis- Build A Business Model Or Die- Is The Hyperliquid Unlock Actually Bullish?00:00 Intro02:22 Every LP Wants Stablecoin Exposure Now04:49 The Wallstreetification of Crypto07:15 Build A Business Model Or Pivot09:26 Crypto's Oversell Thesis Explained11:12 Relay Ad, Hibachi Ad 14:05 RWA Looping: The New Leverage Game18:52 The Curated Lending Market Path Forward23:44 Rehypothecation Risk Analysis25:40 Alvara Ad, Talus Ad28:20 Uniswap's Revenue Meta Mistake: 4 Years Too Late33:40 The Double Dipping Era38:07 Staking ETFs Kill The DAT Thesis42:49 Hyperliquid's Bullish Unlock TheoryWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Payment rails vs yield-bearing vaults—the stablecoin landscape is undergoing a fundamental shift.In this episode of Stabled Up, we sit down with Sam Kazemian, founder of Frax Finance, to discuss why genius regulation changes everything, how Frax's clearinghouse strategy works for compliant stablecoins, and why Western Union and JPMorgan are making stablecoin moves.We discuss:- The Two Types of Stablecoins Framework- Why Genius Regulation Changes Everything- Frax's Clearinghouse Strategy for Compliant Stables- DeFi Blowups & Lessons Learned- Western Union & JPMorgan's Stablecoin Moves- White Label Issuance Infrastructure- Tokenized RWAs as Stablecoin Collateral00:00 Intro01:04 Sam's FOMO & Conference Circuit02:00 Fraxnet Launch & DeFi Blowups04:14 Recursive Lending vs Rehypothecation07:23 Separating Risk Analysis from Allocation09:24 Genius Act's Broader Impact13:30 The Stablecoin Spectrum Explained14:21 Payment vs Savings Stablecoins17:52 Checking & Savings as Economic Forms19:21 Stablecoins Meet RWAs20:44 10x Yield Efficiency Gains25:01 Tokenized Collateral Architecture25:45 TrueUSD Dubai News Break26:31 Frax's Genius Compliance Bet28:10 White Label Issuance Vision29:43 Target Sectors for Stablecoin Launches31:06 Institutional Inflection Point33:13 The Seats at the Table Metaphor34:01 Frax's Ethlend to Aave Moment37:06 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

70 years of inflation turned stablecoins into a lifeline for millions of Argentinians.In this episode of Money Moves Fast, we sit down with Diego Fernandez from Sovra to discuss how 20-25% of Argentinians now hold crypto, why stablecoins beat traditional bank accounts in Buenos Aires, and what Argentina's experience teaches us about the future of money in high-inflation economies.We discuss:- How 20-25% of Argentinians Now Hold Crypto- Why Stablecoins Beat Bank Accounts in Buenos Aires- Mexico's Large-Scale Decentralized ID System- The Fight Against Centralized Digital Identity- Why Private Blockchains Are "The Intranet of the 90s"- Building Financial Rails on Ethereum's Security00:00 Intro00:37 Argentina's Economic Survival02:46 Buenos Aires Safety Guide05:14 70 Years of Inflation10:11 Alvah Ad, Talus Ad, Relay Ad11:15 Florida Avenue's "Arbolitos"11:57 Crypto Payment Landscape15:42 Point-of-Sale Stablecoin Adoption18:05 Abstracting Crypto for Consumers20:11 Mexico's Decentralized ID Launch24:26 Console Ad, Hibachi Ad25:15 Verifiable Privacy vs Government Control28:44 Final Thoughts on ETHConnect Buenos AiresWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Institutions chose Chainlink and there's a $70B reason why.In this episode, we sit down with Sergey Nazarov, co-founder of Chainlink, to discuss why Chainlink stayed online when AWS went down, how the digital transfer agent unlocks tokenized assets, and why DeFi and TradFi will merge into one system powered by smart contracts.We discuss:- Why Chainlink stayed online when AWS went down- The digital transfer agent unlocking tokenized assets- UBS & Central Bank of Brazil live transactions- Institutional smart contracts explained- How DeFi and TradFi will merge into one system- The 363 days vs the 2 days that matter- Why Chainlink is ISO & SOC compliant00:00 Intro00:37 Near Ad01:28 Why Chainlink Stayed Online When AWS Went Down02:04 The Digital Transfer Agent Unlocking Tokenized Assets04:38 UBS & Central Bank of Brazil: Live Institutional Transactions06:37 Institutional Smart Contracts Explained10:13 Relay Ad, Talus Ad, Hibachi Ad10:55 Telus & Hibachi Ads11:58 How DeFi and TradFi Merge Into One System16:02 The 363 Days vs The 2 Days That Matter18:56 Why Chainlink Is ISO & SOC Compliant21:22 Enso Ad, Alvara Ad22:56 Build & Alvar Ads24:20 Institutional Security & Compliance Standards27:45 The Digital Asset Revolution Already StartedWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Data ownership is the battleground of our AI future and most people don't even know they're in the fight.In this episode of AI Supercycle, we sit down with Terence Kwok, founder of Humanity Protocol, to discuss how user-owned verified credentials work, why privacy-preserving identity solutions matter for AI, and how Mastercard's integration proves enterprises are ready for this shift.We discuss:- Fresh Mastercard Integration Announcement- User-Owned Verified Credentials- Privacy-Preserving Identity Solutions- Banking Data Without Oversharing- ZK Proofs for Credential Verification- AI Agents & Identity Access Control- Web2 vs Web3 Identity Infrastructure00:00 Intro00:37 Near Ad01:28 Humanity Protocol Overview02:04 AI's Identity Crisis Explained04:38 Privacy-Preserving Trust Layer Architecture06:37 Taking Back Data Ownership10:13 Relay Ad, Talus Ad, Hibachi Ad10:55 Telus & Hibachi Ads11:58 Mastercard Partnership Details Revealed16:02 Human ID Vision: What It Enables16:57 Future of Digital Identity Infrastructure18:56 Big Tech's Data Monopoly Problem20:14 OpenAI's $1T IPO Context21:22 Enso Ad, Alvara Ad22:56 Build & Alvar Ads24:20 Security & ZK Proof Infrastructure27:45 AI Agents & Data Sharing Economics28:50 Humanity's Growth Metrics30:28 Mastercard's 300M+ Addressable MarketWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The journey from knocking on doors to passing the GENIUS Act, this is how crypto won Washington.In this episode of Stabled Up, we sit down with Cody Carbone from the Digital Chamber to discuss his seven-year journey advocating for crypto in DC, why the banking lobby's fight against stablecoins is already over, and how the GENIUS Act changes everything for American innovation.We discuss:- How Perianne Boring changed everything for crypto advocacy- The Facebook Libra moment that sparked DC's interest- Seven years of door-knocking that paid off- The Streamline Act breakdown- Stablecoin perception evolution in Congress- Market structure vs bill reality check- Crypto as a single-issue vote in politics- The consumer protection paradox- GENIUS Act implementation phase- Banking lobby vs yield-bearing stablecoins- TradFi adopting crypto infrastructure00:00 Intro00:37 Frax Ad01:07 How Perianne Boring Changed Everything02:46 The Facebook Libra Moment04:31 Seven Years of Door-Knocking07:08 The Streamline Act Breakdown09:56 Stablecoin Perception Evolution14:41 Market Structure vs Bill Reality Check18:38 Talus Ad, Relay Ad, Alvara Ad19:38 The Consumer Protection Paradox24:37 GENIUS Act Implementation Phase27:09 Hibachi Ad, Enso Ad28:08 TradFi Adopting Crypto Infrastructure32:17 How Businesses Can Prepare35:07 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The moment crypto has been waiting for is finally here and Stripe just validated it.In this episode of Money Moves Fast, we sit down with Sam Fagin from Polygon to discuss why Stripe and major remittance players chose Polygon, how they're processing over $1 billion in stablecoin payments, and why privacy vs transparency matters more than enterprises realize.We discuss:- Why Stripe & Major Remittance Players Chose Polygon- Processing $1B+ in Stablecoin Payments- How 5,000 TPS Compares to Visa & Mastercard- Solving Real Problems: FX Risk, Pre-Funding & Settlement- Flutterwave's African Payments Solution- The Path to $3T Stablecoin Market Cap- Privacy vs. Transparency: What Enterprises Actually WantTimestamps:00:00 Intro00:32 The Moment We've Been Waiting For01:47 Why $1B+ Flows Through Polygon Now03:55 Real Enterprise Use Cases Emerging04:35 The Pear Upgrade: Matching Visa Scale05:39 Balancing Scale & Sustainability06:49 Winning as a Jets Fan (Brief Tangent)08:12 Does Blockchain Tech Really Matter to Users?09:11 Hibachi Ad, Talus Ad, Alvara Ad09:40 Dormant Capital & Yield Solutions11:25 The Unsexy Use Cases That Actually Win13:05 Dominating the 2030s Stablecoin Race14:37 Capital Velocity & Distribution Advantages15:36 Relay Ad, Enso Ad16:11 Bullish & Bearish Takes on Polygon18:53 Privacy as a Feature, Not a BugWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Ethereum just went through its first hype wave and what comes next will be even bigger.In this episode, we sit down with Vivek Raman from Etherealize to discuss why we're at the end of Ethereum's first hype wave, how ETH treasury companies will shift narratives, and why institutions are still five years behind on understanding Ethereum's value.We discuss:- Why We're at The End of Ethereum's First Hype Wave- How ETH Treasury Company Earnings Will Shift Narratives- ZK Privacy: The Final Unlock For Institutional Capital- Digital Oil vs Digital Gold: The ETH Bull Case- Why This Cycle Won't Collapse Even Below $3,000- Done Building Bridges to Nowhere: Ethereum's Practical Era- Why Institutions Are Five Years Behind on ETH- The Portfolio Allocation Shift From BTC to ETHTimestamps:00:00 Intro02:10 The Institutional Punch in The Gut04:37 Why Earnings Reports Will Change Everything06:58 Congress Testimony & Political Appetite for Crypto08:34 Enso Ad, Hibachi Ad, Relay Ad09:20 Overcoming Ethereum's Identity Problem11:38 The Practical Era: Integrating TradFi Infrastructure14:40 Talus Ad, 14:46 Alavra Ad14:59 Why This Cycle Is Different From Past Ones16:24 ETH as Digital Oil: The Store of Value Case18:45 Portfolio Allocation: How Far Behind Bitcoin Are We?Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Every fintech is racing to launch stablecoins, and MoneyGram proved it can happen in just 2 months.In this episode of Money Moves Fast, Rob sits down with Rodri Fernandez, CEO of Crossmint, to discuss why 80% of crypto apps are breaking the law, how MoneyGram transformed in 2 months, and why stablecoins have no contest against traditional payment rails.We discuss:- How MoneyGram Transformed in 2 Months- Why 80% of Crypto Apps Are Breaking the Law- AI Agents as Economic Actors- The Dollarization of Emerging Markets- Building Compliant Infrastructure at Scale- Stablecoins vs Traditional Rails: No ContestTimestamps:00:00 Intro01:17 Money 2020 Takeaways: What's Actually Happening03:27 MoneyGram's Stablecoin Transformation in 2 Months06:22 Why Traditional Fintechs Are Moving Now08:41 Wallet UX Evolution: Making Crypto Invisible12:02 The Path to Fintech-Crypto Convergence14:53 Talus Ad, Relay Ad, Hibachi Ad16:02 Scaling Stablecoin Infrastructure for Billions17:51 Innovation Sequence & Market Evolution19:54 Stablecoin Issuance vs Infrastructure: The Real Business22:38 The Biggest 0 to 1 Still Missing26:27 AI Agents & Stablecoin Payments: The Convergence30:18 Generic Commerce Use Cases Emerging31:10 Enso Ad, Alvara Ad31:34 Why Fiat Rails Can't Support AI Agents34:04 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

AI agents are starting to earn, spend, and redefine what currency means and Post Fiat is building the infrastructure for it.In this episode, Rob sits down with Alexander Good and Travis Good, founders of Post Fiat, to discuss why AI needs proof-of-work, the Palantir playbook for crypto, and how hive minds compound capital together through AI agents.- Post Fiat: Turning Retail Investors Into An Intelligence Network- Ambient: Why AI Needs Proof-of-Work- The Palantir Playbook for Crypto- How Hive Minds Compound Capital Together- Credibly Neutral AI vs. CCP & OpenAI Control- Why GPU Miners Need Different Economics- Compliance, Privacy & Trading With AI AgentsTimestamps:00:00 Intro00:53 Alex's Post Fiat Announcement: The Vision04:34 XRP Fork & Messaging System Architecture08:52 AI as Principal & Humans as Agents (The Role Reversal)09:23 Travis's Ambient Announcement: Proof-of-Work for AI16:24 Talus Ad, Relay Ad, Hibachi Ad17:07 Why AI Needs Proof-of-Work Economics21:09 Protocol Synergies: How They Fit Together25:34 Post Fiat's Task Node System Explained28:14 How Users Contribute & Earn32:00 Enso Ad, Alvara Ad32:30 Refactored Task Node Launch Details33:07 Private Models & Compliance Challenges35:07 AI-Powered Validator Selection40:53 Currency Redefined By AI Consensus42:13 Models as Information Gatekeepers44:16 Credibly Neutral AI Infrastructure: Why It Matters44:57 Agents Need Trustless Systems to Operate46:34 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Machines paying machines is about to become the internet's most powerful primitive.In this episode of AI Supercycle, we sit down with Erik Reppel from Coinbase Developer Platform to discuss how x402 enables the machine payment economy, why past internet payment standards failed, and how AI agents will unlock true composability.We discuss:- What X402 Actually Is (Explained Simply)- Why Past Internet Payment Standards Failed- The Neutral, Multi-Chain Design Philosophy- How AI Agents Will Unlock Composability- From 4M to 1B Transactions: Erik's Bold Vision- Payments MCP: Giving Claude Its Own WalletTimestamps:00:00 Intro00:47 Nir Partnership Announcement01:54 What Is x402 Explained Simply04:20 Why Internet-Native Payments Matter Now07:32 x402's Unique Advantages Over Alternatives09:01 Beyond Crypto: A Neutral Standard09:45 Relay Ad, Hibachi Ad, Alvara10:36 x402's Evolution & Foundation Story12:05 The Origin Story of x40215:34 Design Decisions That Made It Work17:29 Talus Ad, Enso Ad17:47 Scaling to Billion Transactions21:12 How x402 Enables the Machine Economy23:27 Payments MCP: Claude's Wallet ExplainedWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Western Union just secured $15B in assets on Solana and it reveals the infrastructure path from $300B to $3.7T in stablecoins.In this episode of Stabled Up, we sit down with Stepan Simkin and Garrett Harper from Squads Protocol to discuss how they built the infrastructure for Western Union's Solana strategy, why vertically integrated infrastructure wins, and the path to $3.7 trillion in stablecoin market cap.We discuss:- How Western Union secured $15B in assets on Solana- Western Union's Solana strategy & why they chose Squads- Enterprise vs crypto-native stablecoin approaches- Why vertically integrated infrastructure wins- The path from $300B to $3.7T in stablecoins- Altitude: On-chain business banking for enterprises- Getting paid in USDC: The future of payrollTimestamps00:00 Intro01:39 Stepan & Garrett's Background: Building Squads03:13 Blockworks Transformation Story04:15 Squads' Founder Journey07:58 Western Union Goes to Solana: The Inside Story10:40 The Squads Value Proposition for Enterprises12:34 Relay Ad13:35 Why Vertically Integrated Infrastructure Wins15:53 Stable Chains vs Open Networks: The Trade-offs17:27 Payment Stablecoins vs Loyalty Stablecoins19:54 Balancing Security & Trust at Scale21:02 Growing Stablecoin Supply: What's Driving It22:54 Enterprise Chain Preferences Revealed25:05 $15B Breakdown & Geography: Where the Money Is26:24 Alvara Ad26:49 Coinbase Partnership: What It Unlocks32:48 Getting Paid in Stablecoins: The Payroll Future33:17 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Bitcoin's transparency problem just became a trillion-dollar opportunity for privacy-focused alternatives.In this episode of AI Supercycle, we sit down with Josh Swihart from Zcash, to discuss how Bitcoin got captured by fintech, why zero-knowledge encryption is the only path forward, and how Zcash drove $100M in flows through NEAR intents in just 8 weeks.We discuss:- How Zcash Invented Zero-Knowledge Encryption- $100M in Flows Through NEAR Intents in 8 Weeks- The Exploding Shielded Pool & What It Means- Navigating Regulators: FBI, CIA & Building Trust- Why Bitcoin Got Captured by Fintech- Freedom Coin vs Fintech Coin: The Coming BattleTimestamps00:00 Intro01:01 Josh's Role & Zcash Origins03:14 The Founding Scientists Story06:43 Zcash's Recent Momentum Explained09:34 Understanding the Shielded Pool11:36 Relay Ad, Enso Ad, Talus Ad12:19 NEAR Intents Integration: $100M in 8 Weeks16:26 Comparing Zcash to Swiss Bank TAM21:12 Builder Ecosystem Growth24:08 Navigating Regulatory Pressure: FBI, CIA & Trust30:27 Alvara Ad, Hibachi Ad30:50 Building DC Relationships That Matter32:13 Zephyr Punk Hackathon36:00 Getting Started with Zcash39:37 Op Cat & Bitcoin Comparison40:18 Scaling to Billions of UsersWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Circle just solved one of crypto's biggest UX problems: paying gas fees with the tokens you're already using.In this episode, we sit down with Rachel Mayer to discuss why they built Arc as an L1 instead of L2, how stablecoin-as-gas unlocks instant settlement, and why bringing $8 trillion/day FX markets onchain changes everything.We discuss:- Why Circle Built Arc as an L1 vs L2- Stablecoin-as-Gas: The Silent Unlock- Instant Settlement & Privacy Features- 100+ Launch Partners (Apollo, BNY Mellon, Visa, Mastercard & More)- Bringing $8 Trillion/Day FX Markets Onchain- Multi-Currency Stablecoin Strategy- USDC's Evolution & Global Liquidity Hub VisionTimestamps00:00 Intro00:53 From TradFi to Crypto: Rachel's Journey06:17 Why Circle Built Arc as L1 Instead of L209:51 The Dollar Fungibility Illusion11:14 Enso Ad, Relay Ad11:50 Stablecoin Proliferation: Why More Is Better14:09 Upstream vs Downstream Money Infrastructure16:55 The Fragmentation Problem Circle Is Solving19:00 How Circle's USD Actually Works Under the Hood21:28 Bridge Partnership: The Technical Architecture26:00 Talus Ad, Alvara Ad, Hibachi Ad26:29 Will Users Actually Notice Blockchain Rails?28:37 Second-Order Effects When Trillions Move Onchain30:34 The Next Major Circle Launch Coming32:28 Hyperliquid's Stablecoin War: Circle's Take34:19 Developer-Friendly Issuance: Lowering Barriers34:42 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The infrastructure of money is being completely rewritten, and most people don't see it happening.In this episode, we sit down with Luca Prosperi, founder of M0, to discuss why every major app will issue their own stablecoin, how MetaMask built their own dollar without banking rails, and why we're heading from $300B to trillions in stablecoin market cap.We discuss:- Why every bank's dollar is actually different- The stablecoin fragmentation problem- How MetaMask built their own dollar without banking rails- Why apps need to control their own stablecoins- The future of non-custodial financial services- From $300B to trillions: Where stablecoins are headingTimestamps00:00 Intro00:53 Luca's Journey: From Traditional Finance to Crypto06:17 Founding M0 & Raising Without a Pitch Deck09:51 The Illusion of Dollar Fungibility11:14 Enso Ad, Relay Ad11:50 Stablecoin Proliferation Strategy: Why More Is Better14:09 Upstream vs Downstream Money Infrastructure16:55 The Fragmentation Problem Nobody Talks About19:00 How MetaMask's USD Actually Works21:28 MetaMask's Partnership with Bridge: The Technical Details26:00 Talus Ad, Alvara Ad, Hibachi Ad26:29 Will Consumers Actually Notice Blockchain Money?28:37 Second-Order Effects of Trillions in Stablecoins30:34 The Next Major M0 Launch32:28 Hyperliquid's Stablecoin War: Who Wins?34:19 Developer-Friendly Issuance: Lowering the Barrier34:42 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Stablecoins aren't crypto assets, they're negotiable instruments that banks should process like checks.In this episode of Stabled Up, we sit down with Tony McLaughlin, CEO of Ubyx and former Swift executive, to discuss why the stablecoin supercycle is here, how clearing infrastructure actually works, and why every bank will soon offer a stablecoin wallet.We discuss:- Why private blockchains have failed- The six magic words that will unlock bank adoption- How clearing infrastructure actually works- The coming Cambrian explosion of stablecoins- Why every bank will offer a wallet- CBDCs vs stablecoins: What's the real difference?- Stablecoins as "bundles of joy" for global commerceTimestamps00:00 Intro00:44 From TradFi to Crypto: Tony's Journey06:10 Why Public Blockchains Win08:52 Alvara Ad, Enso Ad, Talus Ad09:24 Ubyx's Infrastructure Solution for Banks14:46 Stablecoins vs Checks: The Perfect Comparison20:53 The Clearing Process Explained Simply24:38 Negotiable Instruments 101: What Banks Actually Understand28:16 Not All Stablecoins Are Created Equal32:57 CBDCs & Tokenized Deposits: The Real Differences35:24 Relay Ad, Hibachi Ad35:57 How Clearing Actually Works Behind the Scenes42:41 Wallets for Every Bank & Every Fintech46:46 Decentralizing the Network: The End GameWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

DAT mania is over and it reveals the fundamental problems with retail speculation and user-generated markets.In this episode, we sit down with Haseeb Qureshi from Dragonfly to discuss why the DAT craze died, what actually moves markets now, and why user-generated prediction markets will never work at scale.We discuss:- Why DAT Mania Is Officially Over- The Death of Strong TGE Hype- Bull Market Fatigue & Retail's Money Problem- ETF Approvals Won't Save Long-Tail Alts- Polymarket vs Kalshi: Who Wins Sports Betting?- Why User-Generated Markets Will Never Work- Monad & Mega: Launching Into DepressionTimestamps00:00 Intro00:37 DAT Mania Status Check02:29 NAV Compression & Market Reality06:12 Long-Tail ETF Disappointment09:50 What Actually Moves Markets Now13:50 Talus Ad, Relay Ad, Hibachi Ad14:32 Beyond Meat, AI & Hot Money Flows16:28 Haseeb's Macro Takeaways19:35 Gold's Weird Rally vs Bitcoin21:49 Fed Master Accounts Explained28:26 Stablecoins & Banking Dynamics31:02 Strong vs Weak TGE Chart Analysis38:01 Power Law Distribution in Tokens40:45 Upcoming TGEs: Monad & Mega41:31 Alvara Ad, Enso Ad41:55 NHL Prediction Market Wars44:49 DraftKings Enters the Game46:41 User-Generated Market FailureWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Jupiter controls 15-20% of all onchain crypto users. Now they're launching their own stablecoin.In this episode of Stabled Up, we sit down with Kash Dhanda, founder of Jupiter, to discuss how they survived the FTX collapse, why every protocol is launching stablecoins, and what Jupiter's super app strategy means for Solana.We discuss:- How Jupiter survived the FTX collapse- The $2.1B JLP token strategy- Why every protocol is launching stablecoins now- JUP USD's Athena partnership details- Jupiter's new ICO platform dropping in November- Why stablecoins are the next evolution for DeFi protocolsTimestamps:00:00 Intro00:06 Why Calling Market Tops Is a Fool's Game01:32 Liquidity Environment & Trump's Fed Plans03:35 Gold vs Bitcoin: The Correlation Nobody Expected05:08 Gold's Historical Performance (The 30-Year Underperformance)06:38 Mean Reversion Trade Analysis08:35 Relay Ad, Enso Ad, Talus Ad09:20 Government Debt Strategy (How They'll Print Their Way Out)10:30 Bitcoin-Gold Ratio Discussion 12:39 Coinbase's Echo Acquisition16:36 Crowdsourced Fundraising Future 17:19 Fed Payments Innovation Conference (What's Actually Happening)18:04 Maple & Aave Partnership (Institutional DeFi Is Starting)21:49 Alvara Ad, Hibachi Ad22:10 Wall Street Meets DeFi Finally Happening24:50 Bitcoin As Portfolio Collateral (The Institutional Use Case)27:16 Money Multiplier & Credit Extension 28:06 Stablecoin Fed Access Plans (Trump's Administration Wildcard)31:25 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Trump's monetary policy changes everything for Bitcoin, gold, and stablecoins.In this episode, we sit down with Scott Melker (The Wolf of All Streets) to discuss Trump's money printing playbook, why calling market tops is a fool's game, and how stablecoins might finally get Fed master accounts.We discuss:- Why Calling Market Tops Is a Fool's Game- Gold's 30-Year Underperformance vs. Inflation- The Bitcoin-to-Gold Ratio Breakdown- Trump's Money Printing Playbook- Coinbase's $375M Echo Acquisition Strategy- How Institutional DeFi Is Just Getting Started- Why Stablecoins Might Get Fed Master AccountsFull episode links below.Timestamps:00:00 Intro00:06 Why Calling Market Tops Is a Fool's Game01:32 Liquidity Environment & Trump's Fed Plans03:35 Gold vs Bitcoin: The Correlation Nobody Expected05:08 Gold's Historical Performance (The 30-Year Underperformance)06:38 Mean Reversion Trade Analysis08:35 Relay Ad, Enso Ad, Talus Ad09:20 Government Debt Strategy (How They'll Print Their Way Out)10:30 Bitcoin-Gold Ratio Discussion 12:39 Coinbase's Echo Acquisition16:36 Crowdsourced Fundraising Future 17:19 Fed Payments Innovation Conference (What's Actually Happening)18:04 Maple & Aave Partnership (Institutional DeFi Is Starting)21:49 Alvara Ad, Hibachi Ad22:10 Wall Street Meets DeFi Finally Happening24:50 Bitcoin As Portfolio Collateral (The Institutional Use Case)27:16 Money Multiplier & Credit Extension 28:06 Stablecoin Fed Access Plans (Trump's Administration Wildcard)31:25 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: https://polygon.technologyTalus: https://testnet.talus.network/testnetRelay: https://linktr.ee/relayprotocolJoin The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Alex Svanevik has been building onchain data tools for 7+ years. As the CEO of Nansen, one of the best data companies in the space, he has a real read on where the next wave of the market is forming.In this episode, Robbie sits down with Alex to discuss the future of AI agents, Hyperliquid & perps markets, stablecoin wars, and how DeFi is merging with the real economy.We also discuss:- How Nansen's Data Gives Alpha on Emerging Narratives- What Smart Money Is Doing During This Market Cycle-The Rise of Agentic Trading and AI-Driven Execution-Real-World Assets, Stablecoins, and the Next Wave of Liquidity-Why Some Builders Always Stay Ahead (and Others Don't)-How Crypto Is Colliding with Traditional Markets-The Philosophy Behind the Network State and Onchain SocietiesTimestamps:00:00 Intro00:52 Nansen's AI Mobile App Reveal03:58 Agentic Trading & Execution06:00 Social Elements & Personalized Prompts09:04 User Education Philosophy10:44 Operating Hyperliquid's Largest Validator13:48 The USDH Vote Process & Controversy15:09 Why Native Markets Won16:05 What's Next for Hyperliquid17:08 Innovation to Clones to Industrialized Oversupply21:19 Stablecoin Market Analysis24:49 Real World Assets Coming Onchain27:46 The Hyper-Financialization Debate32:04 Network State Philosophy34:04 Balaji's Vision & LeadershipWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

AI agents are already paying humans for their data and 3.5 million people are earning from it.In AI Supercycle episode 5, we sit down with Jordan Gray, co-founder of Public AI, to discuss how the AI economy creates new income streams for humans and why your data is more valuable than you think.We discuss:- Why Your Data Is More Valuable Than You Think- How 3.5M Users Are Already Earning From AI- The Coming Era of AI Agents Requesting Human Data- MCP: The Protocol Letting Agents Talk to Each Other- Why Decentralized Data Markets Will Win- Where AI Agents Will Source Their Training DataTimestamps00:00 Intro00:52 AI Supercycle or Bubble? (Where We Really Are)02:49 The Future of Work & Labor Markets in the AI Era04:59 How Public AI Pays Users for Their Data08:14 Privacy in the AI Era (Can It Actually Exist?)11:25 Data Labeling & Pipeline Infrastructure (The Hidden Economy)16:51 Hibachi Ad, 17:00 Relay Ad, Talus Ad17:33 Human-in-the-Loop Explained (Why AI Still Needs You)19:42 Data Governance & Token Ownership (Who Really Owns Your Data?)23:02 Why Public AI Chose NEAR Protocol (The Technical Decision)27:13 Alvara Ad, Enso Ad27:37 AI Economy & Machine Payments (How Agents Will Transact)31:44 MCP: Model Context Protocol Explained (The AI Communication Standard)35:15 Agents Prompting Humans, Not Vice Versa (The Role Reversal)37:06 AI Agent Coins & VTuber Experiments (Where Culture Meets Tech)38:58 Bullish on Data, Bearish on Commodities (Investment Thesis)Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl