DeFi Slate

Haseeb from Dragonfly explains why Visa and Mastercard aren't cooked yet, why most crypto x AI plays will fail, and where the real opportunity sits.We cover:- Stablecoins to $2.7 Trillion?- Why AI Agents Won't Use Credit Cards- The "Two Track" Future of Agent Payments- Are Wallets & Front-Ends Cooked?- Micropayments & The SaaS Apocalypse- China Caught Distilling US AI Models- Why Decentralized AI's Real Moment Is Still Ahead- Where Dragonfly's $650M Fund Is BettingTimestamps:00:00 Intro00:37 Stablecoin Growth to Multi-Trillion02:24 The Viral Credit Card Crisis Article03:42 Why Visa & Mastercard Aren't Cooked Yet09:25 Agent Payments & KYC Guardrails10:32 Just Give It $20 & See What Happens12:51 Hibachi, Relay Ads13:09 Wallets Get Disintermediated15:10 Micropayments & The SaaS Apocalypse18:15 Dragonfly's $650M Fund Allocation18:50 infiniFi Ad 19:21 Flash-in-the-Pan AI Products22:16 Where Crypto x AI Actually Converges24:41 China Distilling US AI Models26:58 The Case for Decentralized AI29:06 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://goodidea.ventures

There is a massive change happening in the world of finance, led by tokenization.Tokenized ETFs, vaults, and new products are moving at lightspeed. Bitwise's Matt Hougan breaks down why institutional DeFi isn't coming, but is already here. He explains why vaults will do to ETFs what ETFs did to mutual funds, and what "neo finance" actually means for your portfolio.We cover:- Why Tokenizing All ETFs is Inevitable- Apollo + Morpho: What Institutions Actually Want From DeFi- How Vaults Will Drastically Change ETFs As We Know Them- The Ghost of Gary Gensler Still Haunting Token Value Accrual- Fat Wallet Thesis: Who Really Owns the Customer- What "Neo Finance" Actually MeansThe RollupTimestamps:00:00 Intro01:20 BlackRock x Uniswap & Apollo x Morpho Reaction04:10 Tokenizing All ETFs07:30 Permissioned DeFi10:39 Hibachi, Relay Ads11:09 Chain-Centric vs. Asset-Centric Mental Model16:45 Fat Protocol vs. Fat Wallet Thesis21:24 infiniFi ad21:55 Where Bitwise Sits in the Stack26:00 Vaults vs. ETFs: History Rhyming32:00 Token Value Accrual36:30 Aave's "Will Win" Proposal Breakdown41:00 Treasury Companies & Market Bottoms44:30 Catalysts for the Next Bull Run47:45 Defining Neo 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://goodidea.ventures

Gmoney built an algorithmic trading engine, a personal legal team, an automated content pipeline, and a full website. All of this was done through OpenClaw running on a Mac Mini in his house.He walks us through his full Discord setup, how he spawned sub-agents like Saul Goodman for contracts and Milhouse for research, and why his OpenClaw pitches him new business ideas every morning like a daily Shark Tank.We cover:- Why He Ditched Telegram and Built OpenClaw on Discord- How He Structures Channels: Health, Legal, Trading, Content & More- His OpenClaw "Shark Tank" That Pitches Money-Making Ideas Daily- Spawning Sub-Agents- OpenClaw + Interactive Brokers- Auto-Generating Tweets in His Voice- The Gateway Restart Bug That Still Catches Him Off Guard- Why OpenClaw's Real Unlock Is Working From AnywhereThe RollupTimestamps:00:00 Intro00:34 Near Ad00:51 Gmoney's OpenClaw Journey01:14 Telegram's Limits03:56 Gateway Bugs & Response Time04:50 Relay Ad05:50 Early Friction08:17 Where Opus 4.5 Differs09:33 Buying a Mac Mini & First Setup10:24 OpenClaw's Mobile Productivity11:34 Building Websites Through OpenClaw11:56 Agent-First Websites16:35 Creating Auto Content20:55 Hibachi Ad, infiniFi Ad21:42 Backtesting 88,000 Trading Strategies23:24 Connecting OpenClaw to Interactive Brokers26:35 The Polymarket Bot That Lost $20030:25 Sub-Agent Framework33:02 Whoop Integration & Health Channel33:41 OpenClaw Upgrades Its Own Skills35:38 Curation Over Knowledge38:34 Whisper Flow & 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://goodidea.ventures

Banks are actively fighting to block yield-bearing stablecoins because they know what's coming.We sit down with Sean Kelley, VP at Frax, to cover how frxUSD is bridging DeFi and TradFi, why RWA looping is attracting institutional capital, and what the GENIUS Act means for stablecoin payments.We cover:- Why Banks Are Terrified of Yield-Bearing Stablecoins- The RWA Looping Strategy Institutions Are Racing Into- How frxUSD Is Backed by Multiple RWA Issuers- The GENIUS Act's Real Impact on Stablecoin Competition- ATW's $50M Bet on frxUSD- Frax's Play to Cross the TradFi ChasmThe RollupTimestamps:00:00 Intro01:10 Frax Update & Growth Strategy04:56 Institutional Vaults & RWA Backing07:25 Hibachi, Infinify Ads08:08 RWA Looping Thesis11:16 Why Institutions Are Looping On Chain12:43 Growing Stablecoin Supply14:25 Genius Act & Regulatory Landscape16:48 Yield Passthrough & Bank Workarounds18:18 Trezor, YEET Ads18:42 Capital Flight From Banks20:59 Banks vs. Stablecoins Dynamic22:52 Repo Markets & Large Capital Flows24:18 Canton, LayerZero & Tempo Partnerships25:29 Institutional FOMO & Pipeline Evolution27:20 Engineering Acceleration & Bottlenecks28:38 Roadmap: Aave, Ether.fi & Mobile App31:05 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://goodidea.ventures

Aave Labs is at its most critical crossroads.The "Aave Will Win Framework" proposes sending 100% of product revenue to the DAO in exchange for annual funding unifying Labs and token holders under one vision.Stani Kulechov breaks down how v4, consumer apps, and brand governance position Aave to finance the future.We cover:- The "Aave Will Win" Framework Explained- How v4's Modular Architecture Changes Everything- 100% Revenue Share: Labs to DAO- Consumer Apps, Cards & Enterprise Products- Brand Governance & Foundation Structure- Financing the Future vs Tokenizing the Past- Why This Is Aave's Defining MomentThe RollupTimestamps:00:00 Intro01:29 DeFi's Maturation & Token Design04:55 Aave's ICO Origins & Evolution10:48 Regulatory Uncertainty's Impact on DeFi11:45 YEET, Trezor Ads12:21 The Aave Will Win Proposal21:42 Token-Centric Alignment Strategy23:10 Why v4 Unlocks New Revenue Streams31:27 Financing the Global Transition32:44 inFiniFi Ads, Hibachi Ad33:11 High-Margin Opinionated Products39:01 Brand Governance Explained42:12 Current Economics vs New Model47:05 What Happens NextWebsite: 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://goodidea.ventures

Crypto's valuation disconnect is real.Santiago Roel Santos breaks down why tokens don't compound value like equities, how infrastructure became commoditized, and where actual value capture happens now.DeFi applications are criminally undervalued while L1s trade at 90% of market cap despite shrinking fee share.We cover:- Why Infrastructure Became Commoditized- The Token vs Equity Design Flaw- DeFi Apps Are Criminally Undervalued- L1s Capture 10% of Fees But Hold 90% of Market Cap- Hyperliquid's Equity-Like Model- What Crypto-Enabled Businesses Will Win- The Next Wave Beyond Stablecoins & PerpsThe RollupTimestamps:00:00 Intro01:40 The Great Valuation Disconnect04:29 Adoption vs Value Capture Problem06:30 Equities Using Crypto Outperform Tokens08:39 L1 Fee Share Collapse11:40 Why Tokens Don't Compound Value14:17 The Ethereum Fee Burn Misconception17:51 infiniFi, Hibachi Ads18:23 How Tokens Should Be Designed21:17 Security Markets & Tax Rates23:56 Infrastructure Commoditization Thesis24:45 YEET, Trezor Ads27:26 The Supply Dynamics Everyone Ignores29:00 Stablecoin Growth Trajectory32:56 Crypto vs Equity Decision Framework34:39 DeFi's Underappreciation Problem37:15 Speed of Decision-Making Matters38:38 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://goodidea.ventures

Open source AI agents are leaking credentials within days of launch.In today's NEAR Intents privacy panel, Illia Polosukhin, NEAR Co-founder, unveils Iron Claw, a security-first framework isolating credentials from prompt injections. Joel Valenzuela from Dash explores privacy in agentic payments, and Eli Ben-Sasson from Starkware discusses post-quantum security. Together, they reveal why privacy infrastructure determines whether AI works for you or exploits you.We cover:- Iron Claw: Privacy-Protecting AI Framework- How OpenClaw's Security Flaws Got Patched- Agent-to-Agent Commerce & Marketplaces- Why Chain Abstraction Matters for AI- Post-Quantum Crypto Security- HTTP 402: Internet-Native MicropaymentsThe RollupTimestamps:00:00 Intro01:36 Introducing Iron Claw02:35 Iron Claw Overview05:21 NEAR AI's Privacy Stack07:05 Iron Claw's Security Architecture08:22 Prompt Injection Vulnerabilities10:04 Agent Commerce on Blockchain13:13 NEAR's Generic Marketplace14:28 Privacy in Agent Economies16:39 Trezor, YEET Ads17:45 Starknet's Agent Infrastructure20:39 Chain Abstraction for Agents23:00 Software Abstraction Layer25:50 SaaS Repricing & Agent Economy28:02 Custody & Recovery Challenges28:30 Hibachi, infiniFi Ads29:28 Quantum Computing Threats31:20 Post-Quantum Cryptography35:20 HTTP 402 & Micropayments38:31 Starknet's Native Account AbstractionWebsite: 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://goodidea.ventures

What if your stablecoin didn't depend on banks or any centralized entity?Michael Svoboda, Liquity CEO, explains the case for fully decentralized stablecoins: peer-to-peer credit markets where borrowers pay holders directly, 8-15% yields with zero counterparty risk, and true sovereignty.We cover:- The Hidden Counterparty Risk in Treasury-Backed Stables- Why ETH-Backed Stablecoins Offer True Sovereignty- $10T Monthly Stablecoin Volume Explained- Peer-to-Peer Credit Markets: Zero Middlemen- 8-15% Yields Without Banking System Exposure- Freedom Stablecoins vs Regulated Models- The Case Against Centralized ControlTimestamps:00:00 Intro00:42 Stapled Up Welcome & Frax Intro01:43 Michael's Liquity Journey Since 201902:15 The Evolution from 2019 to 202604:22 Two Models of Stablecoins05:44 What is a Sovereign Stablecoin?07:58 Three Key Value Propositions10:03 Vitalik's Take on DeFi & Algo Stables12:36 ETH-Backed Resilience Long Term14:26 Ad Break15:28 Yield Sources Explained18:25 The Peer-to-Peer Finance Model19:49 Who Should Use Sovereign Stables?21:51 Collateral Universe Limitations23:19 Trezor Ad24:01 $10T Monthly Stablecoin Volume27:54 Stablecoin Chain Economics29:32 Freedom vs Regulation Trade-offs30:34 Why Build Decentralized Stablecoins?33:25 The Genius Act & Market Maturity36:09 Navigating Legacy Finance Integration38:42 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://goodidea.ventures

Open Claw hit 163,000 GitHub stars in days, but most people are setting it up wrong and risking total financial ruin by having their data harvested. George Zeng from NEAR breaks down why both OpenAI and Anthropic harvest your data, how to run AI agents securely, and why local models cost 90% less.We cover:- Why Anthropic's Super Bowl Ads Expose The Real Problem- Open Claw's Vertical Growth (0 to 163K GitHub Stars)- The Security Mistakes Everyone's Making- How To Run AI Agents Without Losing Everything- Why Local AI Models Are 90% Cheaper Than OpenAI- NEAR Intents + AI Agents = The Agentic Economy- When AI Agents Start Teaching Each OtherTimestamps:00:00 Intro01:07 George's Background at NEAR02:15 Anthropic's Super Bowl Commercials06:02 Data Privacy: The Glass House Problem09:28 NEAR AI's Privacy-First Approach13:03 Trezor, Halliday, Infinifi ads13:45 How Private Chat Works with TEEs18:16 Claude Bot to Open Claw Journey22:38 Security Best Practices for Open Claw25:47 Setting Up Open Claw with NEAR AI29:15 YEET, Kalshi, Hibachi ads29:41 NEAR Intents + AI Agents = Magic34:18 George's Daily AI Agent Workflow37:04 The Case for Local-First AI42:21 AI Agents Creating Other AI Agents45:03 Memory & Context Management45:44 NEAR Token's Role in AI InfrastructureWebsite: 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://goodidea.ventures

Consumer apps are becoming neo-banks, and AI agents are becoming first-class financial citizensToday, Nikil Viswanathan from Alchemy explains how Starbucks-style balance loading will reshape banking, why agents need crypto more than humans do, and how his autonomous agent Dave built its own website and portfolio over a single weekend.We cover:- How Starbucks Pioneered the Neo-Banking Model- Why AI Agents Need Crypto More Than Humans Do- Dave the Minion: An Agent That Coded Its Own Website- Blockchain as the Internet's Missing Property Rights Layer- The Four Components That Make Agents Actually MagicalThe RollupTimestamps:00:00 Intro00:10 Frax Ad & Intro00:37 Codex Update: $1B+ Volume02:29 What Is Stablecoin FX?03:08 Traditional FX's Hierarchical Problem05:48 Why Crypto Rails Change Everything06:36 Who's Using Codex Today?08:14 The Path to Liquidity & Scale10:07 Crypto's Payment Graveyard Problem10:21 Hibachi, Trezor, YEET Ads11:21 Griffin Companies: Crypto + TradFi DNA17:26 Regional Stablecoin Thesis20:48 FX Speculation vs. Real Use Cases22:37 infiniFi, Hlaliday, Kalshi Ads24:58 Off-Ramp Economics Explained27:00 Tether's US80 & Regional Strategy28:29 Stablecoin Regulation Drama32:28 Yield Debate: Banks vs. Issuers36:46 Who Benefits From Zero Interest?39:14 Next Fed Chair 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://goodidea.ventures

Stablecoin FX is broken. It's expensive, slow, and built on outdated hierarchies.Haonan Li from Codex explains how crypto rails can flatten these costs and why developing markets, not dollar-euro pairs, are where the real opportunity lies.He breaks down the "Griffin company" approach blending crypto-native tactics with traditional fintech knowledge.We cover:- Why Stablecoin FX Is Still Stuck in Trad Finance Mode- The $1B Volume Milestone & Path to Scale- Developing Markets: The Real Opportunity- Regional Stablecoins: Speculation vs. Utility- The "Griffin Company" Advantage- Stablecoin Regulation: Banks vs. Crypto Players- Will Yield on Stablecoins Survive DC Politics?The RollupTimestamps:00:00 Intro00:10 Frax Ad & Intro00:37 Codex Update: $1B+ Volume02:29 What Is Stablecoin FX?03:08 Traditional FX's Hierarchical Problem05:48 Why Crypto Rails Change Everything06:36 Who's Using Codex Today?08:14 The Path to Liquidity & Scale10:07 Crypto's Payment Graveyard Problem10:21 Hibachi, Trezor, YEET Ads11:21 Griffin Companies: Crypto + TradFi DNA17:26 Regional Stablecoin Thesis20:48 FX Speculation vs. Real Use Cases22:37 infiniFi, Hlaliday, Kalshi Ads24:58 Off-Ramp Economics Explained27:00 Tether's US80 & Regional Strategy28:29 Stablecoin Regulation Drama32:28 Yield Debate: Banks vs. Issuers36:46 Who Benefits From Zero Interest?39:14 Next Fed Chair 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://goodidea.ventures

Not all tokenized securities are created equal, and most investors don't know what they own.Olivia Vande Woude, Business Development & Tokenization at Ava Labs, explains why structure matters, how vaults are changing institutional access, and what Davos revealed about stablecoins disrupting credit creation.We cover:- SPV Wrappers vs. Real Shareholder Rights- What Davos Revealed About Stablecoins Threatening Banks- Why Credit Creation Is Moving Off Balance Sheets- Vaults: The Underexplored RWA Category- How Bitwise Is Rewriting Institutional Portfolio Management- The Three Models of Tokenization (And Which One Actually Works)Timestamps:00:00 Intro00:37 Avalanche's Tokenization Momentum02:59 How Institutional RWA Deals Get Made05:19 Davos Takeaways: Stablecoins vs. Banks09:03 The Credit Creation Debate11:00 Deflationary Concerns & Velocity11:51 infiniFi, Halliday, Trezor Ad12:32 The Investor Rights Problem Explained23:32 Trust Shifts From Balance Sheets to Infrastructure24:27 Avalanche Institutional Milestones28:40 The Neo Finance Convergence Thesis32:37 Vaults: The Future of Institutional AccessWebsite: 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://goodidea.ventures

Exchanges are delisting crypto-native tokens and racing to list tokenized stocks, gold, and commodities instead.In today's episode, Gracy Chen, CEO of Bitget explains why pure crypto tokens are getting delisted and what's actually driving volume now.In today's episode, we sit down with Gracy Chen, CEO of Bitget to cover:- Why October 10th Changed Everything- The Binance Liquidity Crisis Explained- Bitget's Shift From CEX to "Universal Exchange"- Hyperliquid vs. Compliant Exchanges- Tokenized Assets > Pure Crypto Plays- What VCs Are Actually Funding Now- The New Token Listing StandardsWebsite: 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://goodidea.ventures

Will Nuelle from Galaxy Ventures reveals how stablecoin cards in emerging markets generated fatter margins than cross-border payments, catching everyone off guard.We cover Rain's series C, why people in Thailand and Vietnam are replacing bank deposits with internet dollars, and Galaxy's December investment in on-chain loan servicing.We cover:- WalletConnect x Ingenico: 40M Terminals Now Accept Crypto- Why B2B Stablecoin Payments Will Explode- Keeping Transactions On-Chain vs. Crypto Cards- 2% Cashback Rewards & Merchant Incentives- The Path to $2 Quadrillion Onchain Payments- Agent-to-Agent Payment InfrastructureTimestamps:00:00 Intro00:27 Galaxy's 2025 Surprise Winner03:32 Stablecoin Cards vs Cross-Border Payments05:53 Rain & RedHotPay's Fat Margins08:49 Dollar Access in Emerging Markets09:38 YEET, Trezor, Halliday Ads10:38 Lending Markets Meet Stablecoins16:14 TenBin's Tokenized CME Positions17:18 infiniFi, Hibachi, Kalshi Ad 18:24 Superstate's Equity Tokenization22:39 The Two Buckets of Neo Finance27:18 Quality Assets Still Missing On-Chain30:45 Galaxy's Unannounced December Investment33:21 Why Shared Ledgers Beat Fragmented 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://goodidea.ventures

WalletConnect just grew into 40 million payment terminals worldwide.Jess Houlgrave, CEO of Wallet Connect explains how their Ingenico partnership lets customers pay with stablecoins at checkout while merchants receive instant fiat settlement without any off-ramping or Visa rails, and includes lower fees.We cover:- WalletConnect x Ingenico: 40M Terminals Now Accept Crypto- Why B2B Stablecoin Payments Will Explode- Keeping Transactions On-Chain vs. Crypto Cards- 2% Cashback Rewards & Merchant Incentives- The Path to $2 Quadrillion Onchain Payments- Agent-to-Agent Payment InfrastructureTimestamps:00:00 Intro01:42 Why B2B Stablecoin Payments Now?03:48 WalletConnect x Ingenico Partnership Deep Dive05:51 The Payment Experience: QR vs NFC08:10 Handling Crypto Complexity for Merchants10:34 Trezor,Halliday, infiniFi Ads11:16 B2B vs Remittance vs Retail Growth14:26 Cashback Incentives & Rewards15:57 The Convenience Gap Problem19:37 YEET, KalshI, Hibachi Ads21:06 On-Chain vs Off-Chain Settlement24:11 Biggest Obstacles to Full On-Chain Payments28:09 AI Agents & The Future of Payments29:30 2026 Goals & 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://goodidea.ventures

AI agents need blockchains. Most AI crypto projects miss why.In this episode of AI Supercycle, Sandeep Nailwal, Co-Founder of Sentient and Founder of Polygon challenges the AI x crypto narrative.We explore why the overlap is smaller than expected, how blockchain serves as payment rails for agents, Sentient's reasoning framework, and why most "AI crypto" projects miss the point.We discuss:- Why AI & Crypto Have Less Overlap Than Expected- Sentient's Open-Source Reasoning Framework- The Arena: Battle-Testing AI Agents- Building Multi-Decade Sustainable Companies- Polygon's Strategic Payment Acquisitions- Token Economics for AI ProtocolsThe RollupTimestamps:00:00 Intro00:37 AI Supercycle Welcome01:35 Sandeep's Recent Updates03:39 Polygon's Strategic Acquisitions04:21 Sentient Mission & Token Launch09:35 Hibachi, Trezor, Halliday Ads010:59 Open-Source AI Development13:34 AI vs Crypto: Limited Overlap14:15 Open-Source AGI Mission19:06 Sentient's Reasoning Framework19:55 Arena for Agent Competition20:03 InfiniFI, YEET, Kalshi Ad 21:09 Token Economy Bridge23:28 Sentient Arena Launch24:02 Enterprise Adoption25:00 Building for the Long TermWebsite: 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://goodidea.ventures

Tokenized assets could be crypto's next megatrend with trillions waiting to flow onchain.In today's episode, we sit with Zach Rynes from Chainlink to explore their Atlas acquisition, how SVR recaptures liquidation value, and why institutional-grade infrastructure positions DeFi for the tokenization era ahead.We discuss:- The Atlas Acquisition: Scaling SVR Across Chains- How Chainlink Recaptures $10M+ in Liquidation MEV- Why Institutions Are Finally Ready to Tokenize- DeFi's Role in the Neo-Finance Era- The Infrastructure Play for Trillions OnchainTimestamps:00:00 Intro02:40 Zach's Smart Con Reflections05:18 SVR Breakdown: Recapturing MEV06:51 Halliday, infiniFi, Kalshi Ads10:01 How Atlas Fits Into Chainlink's Vision13:08 The Tokenization Megatrend15:30 Relay, Trezor Ads15:33 Quality Assets: The Missing Piece18:49 Asset Layer vs Protocol Layer20:06 Zach's 2026 Outlook22:31 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://goodidea.ventures

DeFi is evolving into something new, "Neo Finance."In today's episode, we sit down with Kendall from Proximity Labs, Alex Zinder from Blockdaemon, Royal Fool from Templar Protocol, and Rishabh Gupta from EncryptTrade to explore how traditional finance is converging with crypto infrastructure.We discuss:- Why Isolated Lending Models Will Dominate- The $100 Trillion Asset Tokenization Wave- Permissionless vs. Permissioned: What Actually Wins?- How Chain Abstraction Unlocks Mass Adoption- Why Privacy Tech Is Critical for Institutions- NYSE Going 24/7 Onchain: What It Means- The Neo Finance Supercycle Just StartedFull episode links below. Timestamps:00:00 Intro01:21 Neo Finance Framework03:36 Royal Fool on Isolated Lending06:35 Alex Zinder's Capital Markets View08:26 Kendall on Chain Abstraction11:14 Rishabh on Privacy Infrastructure12:59 Permissioned vs. Permissionless Debate18:26 Real Assets Coming Onchain21:03 Risk Management in Neo Finance24:02 Halliday, infiniFi, YEET ad27:12 The Synthesis of TradFi and DeFi31:45 Liquidity Requirements at Scale32:13 Trezor, Hibachi, Kalshi Ad37:42 The Future of Financial Infrastructure41:05 Closing Thoughts---Kendall Socials: https://x.com/kendaIIcProximity Socials: https://x.com/proximityfiProximity Website: https://www.proximity.dev/Royal Fool Socials: https://x.com/RoyalF00lTemplar Socials: https://x.com/proximityfiBlockdaemon Socials: https://x.com/BlockdaemonHQBlockdaemon Website: t.co/qvZnN3FR2qRishabh Socials: https://x.com/rishoticsEncifherio: https://x.com/encifherio---Newton Protocol is the first policy protocol designed to govern the new era of AI and assets such as stablecoins and RWAs. Learn more here: https://www.magicnewton.com/---Secure your crypto offline and unlock its full potential with Trezor hardware wallets. Learn more here: https://trezor.io/---Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---

Airdrops are broken. Cap Protocol has the fix.In this episode of Stable Up, Ben and Dave from Cap Protocol sit down with Rob to explain why they're dropping stablecoins instead of tokens, how Cap hit $500M TVL in 5 months, and what the "Homestead" campaign launching in 8 days means for DeFi.We discuss:- Why They're Dropping Stablecoins, Not Tokens- How Cap Hit $500M TVL in 5 Months- The "Homestead" Campaign Launching in 8 Days- Traditional Finance Coming Onchain- Wisdom Tree & Institutional DeFi Adoption- Infrastructure vs Distribution in StablecoinsTimestamps:00:00 Intro01:17 Cap's Journey to $500M TVL04:09 The Stabledrop Explained08:21 Game Theory Behind Points vs Yield13:35 Neo Finance Thesis18:01 Building Trust With TradFi23:16 Stablecoin Stack & Value Accrual26:52 What Makes Cap Different28:33 Final Thoughts & Homestead AlphaWebsite: 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://goodidea.ventures

Intents are reshaping cross-chain infrastructure, but where does value actually accrue?Haseeb Qureshi, Avichal Garg, and Matt Kummel break down the intents investment thesis, how to allocate capital across the stack (apps, protocols, solvers), and why institutions will drive trillions in intent volume. We discuss:- Why NEAR Intents Hit $11B in Volume- The Intents Investment Thesis: Where to Allocate Capital- Value Accrual Across the Stack (Apps, Protocols, Solvers)- Network Effects & Competitive Moats- The Stripe/Twilio Comparison for Cross-Chain- Why Institutions Will Drive Trillions in Intent Volume- Physically Delivered Assets vs. Derivatives- The Agent Economy & AI's Role in IntentsTimestamps:00:00 Intro01:09 Matt Hummel Introduction01:36 Investing in the Intents Stack02:55 NEAR Investment History04:37 Intents Stack Value Accrual06:11 $11B Volume, 500K Users08:45 The Stripe/Twilio Analogy10:02 Monetization Strategy & Fee Competition11:33 Hibachi, Trezor, YEET Ads12:27 Centralized Exchange UX in DeFi13:33 Market Structure & Solver Economics16:15 User Experience & Value Delivery17:25 Winner-Takes-Most Dynamics19:01 Network Effects & Scaling Strategy21:11 Physically Delivered Assets vs. Perps21:38 infiniFi, Halliday, Kalshi Ads22:50 Structural Risks to the Intents Thesis23:24 DeFi Growth & AI Agent Economy26:59 Counterparty Risk for InstitutionsWebsite: 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://goodidea.ventures

The US military is now using ZK proofs to secure autonomous drones in combat.Ismael Hishon-Rezaizadeh from Lagrangedev breaks down why private AI is the only path forward for the USA, how ZK proofs are securing defense systems, and why blockchain has become critical for AI security. We discuss:- Why ZK Proofs Are Securing Autonomous Drones- The Defense Industry's Crypto Pivot- How Private AI Protects Against China- Token per Second: Where ZK Performance Is At- Why Blockchain = Security for AI- The Dual-Use Thesis: Defense Meets DeFi- What Wins in 2026: Privacy or Transparency?Timestamps:00:00 Intro00:37 RedStone Ad02:00 Lagrange's Dual-Use Mission04:19 Why ZK Matters for Autonomous Weapons09:59 Hibachi, infiniFi, Halliday Ads11:09 Proving AI Inference at Scale14:58 Drone Dominance & Consensus11:14 Proving AI Inference at Scale14:58 Drone Dominance & Consensus17:07 Mantle Ad19:35 Kalshi, YEET, Trezor Ads20:45 Teaming & Swarming Problem21:43 Polymarket Ad26:06 AI x Crypto Investment ThesisWebsite: 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://goodidea.ventures/

Neo finance is having its breakout year already.Chuk Okpalugo reveals why distribution beats issuance for stablecoins, how the barbell thesis explains issuers vs applications, and what the reserve management's commoditization means for the liquidity dynamics of onchain RWAs. Plus…who is set to win the neo finance category, and why M0's modular approach is the key to interoperability.We cover:-Why new niche customer distribution is what matters for issuers -The barbell thesi: Apps vs Bare Metal Infrastructure-Reserve management liquidity moats (For now)-Who could win the Neo Finance super app race?Timestamps:00:00 Intro00:45 Frax Ad02:24 Neo Finance Market Map Unveiled04:40 The Investor's Value Accrual Framework07:48 Applications vs Bare Metal: The Barbell11:09 Three-Part Stablecoin Stack Breakdown15:29 Halliday, Infinex, YEET Ads16:30 Distribution is the New Moat21:05 Reserve Management Deep Dive25:08 Tokenized Treasuries & 24/7 Settlement29:09 Interoperability: The Hidden Challenge33:00 Fintech vs Crypto-Native Neo Banks35:34 The Fat Wallet & Super App Quest37:37 Kalshi, Tezor, Hibachi38:07 Chuck's Closing Thoughts on Building NowWebsite: 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://goodidea.ventures/

The Claude Code renaissance is here.In today's episode, Nick Emmons from Allora reveals why Claude Code is about to explode, sharing master-level tips that separate good vibe coders from great ones.We break down context graphs, multi-agent workflows, Ralph Wiggum automation, and practical prompting strategies to level up your AI coding game.This is the next big thing in AI.We discuss:- Why Claude Code Is Dominating Right Now- Master-Level Tips: Good vs Great Vibe Coders- Context Graphs vs Context Windows Explained- How To Use Ralph Wiggum for Autonomous Coding- The Death of SaaS & Software's New Era- Multi-Agent Workflows & Parallel Instances- MCP Tools That Actually Matter- Why 2026 Is The Year of Agentic CodingTimestamps:00:00 Intro00:38 Claude Code's Viral Moment03:52 Context Graphs Breakdown07:43 Vibe Coding Tips & Tricks10:52 Commoditization of SaaS14:00 Hibachi, Trezor, YEET Ads15:00 Labor Market Impact15:07 Becoming A Master Vibe Coder19:15 Parallel Instances Strategy24:04 Speculative Economy Shift25:59 Git Workflows for Vibe Coding30:02 Kalshi, Halliday, infiniFi Ads31:05 Multi-Modal Coding Approach35:23 Allora Network Update37:08 AI x DeFi in 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

A new category is being born, and it's going to reshape crypto investing.In this episode, we sit down with Vance Spencer and Michael Anderson of Framework to explore the rise of neo-finance and how 2026 creates crypto's Magnificent 7. Vance and Michael break down Sky, Sirup and the 3-4 assets worth owning, sustainable yields vs Ponzinomics 2.0, why equity outcomes are surging, and the biggest market shift happening right now.We discuss:-The Rise of Neo-Finance: Why DeFi No Longer Works-How 2026 Creates Crypto's Magnificent 7-Token Structure Clarity & Property Rights-Sky, Sirup & The 3-4 Assets Worth Owning-Sustainable Yields vs. Ponzinomics 2.0-Why Equity Outcomes Are Surging-Market Structure Bill & SEC Innovation Hub-BMR's Massive ETH Call Position-The Biggest Market Shift Happening Right NowTimestamps:00:00 Intro01:17 Neo-Finance Terminology03:52 Why DeFi Needs a Rebrand06:02 The NuFi Thesis10:31 Stablecoins & Asset Management13:30 infiniFi, Halliday, Kalshi Ads14:39 2021 CeFi vs. 2025 NuFi18:13 Market Structure Bill Impact20:40 Token-Equity Dilemma27:05 Investable Crypto Assets32:56 YEET, Trezor, Hibachi Ads32:22 Property Rights for Tokens35:00 The Mag 3-4 of Crypto40:36 Bull Case: ETFs & Positioning44:58 BMR's ETH Play & Innovation HubWebsite: 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

Token buybacks are about to change everything in 2026.In this episode, we sit down with Jordi Alexander of Selini Capital to explore the token buyback playbook that actually works. Jordi breaks down systematic vs strategic buyback approaches, the 2026 market outlook, real businesses going onchain in the tokenization wave, and which revenue-generating apps are undervalued right now.We discuss:-Why Token Buybacks Actually Work (Despite What Critics Say)-The Death of Altcoins vs. The Rise of Revenue Tokens-Systematic vs. Strategic Buyback Approaches-2026 Market Outlook: Q2 Liquidity Surge Coming-Real Businesses Going Onchain: The Tokenization Wave--Which Revenue-Generating Apps Are Undervalued Right Now-Canton, Layer Zero & The Neo-Finance MetaTimestamps:00:00 Intro00:54 2025 Performance Recap02:56 Token-Equity Dilemma07:24 Why Every Chart Goes Down09:42 The Buyback Debate12:17 Systematic Buyback Strategy14:29 Jupiter & Hyperliquid Cases18:29 Valuation Framework: Revenue vs. Speculation21:31 2026 Bullish Sectors23:35 Hibachi Ad, Kalshi Ad, YEET Ad24:04 Global Brand Tokenization Thesis27:36 On-Chain IPO Era29:20 DATs Post-Mortem34:00 Neo Finance & RWA Plays38:12 Trezor Ad, Halliday Ad, infiniFi Ad30:55 2026 Game Theory & Positioning44:14 Revenue Token Basket45:15 Canton Thesis49:03 Chainlink Discussion50:37 Rapid Fire: Bitcoin $150K?51:03 Best Quarter Prediction51:45 Health Maxing JourneyWebsite: 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

2026 is the year stablecoins go full stack.In this episode of Stable Up, Sam Kazemian joins us to discuss why end-to-end integration matters more than ever. From Stripe orchestration to DeFi utility, we explore which stablecoins will dominate this year's hockey stick growth phase.We discuss:- The Year of Unification: Token Economics Clarity- End-to-End Stablecoin Integration (Stripe, Bridge, Tempo)- Why Most Stablecoins Will Fail the "Full Stack" Test- Tesla FSD vs Waymo: A Stablecoin Analogy- fraxUSD's Path to Becoming the "Third Default" Money- Greenland, Venezuela & Macro Tailwinds- State Stablecoins: Innovation or Nothing Burger?Timestamps:00:00 Intro01:13 Stapled Up Intro01:27 2026: The Hockey Stick Year03:10 Neo Finance Convergence06:04 Q1 Partnerships & Integrations08:17 Mike Novogratz's Business-Driven Token Thesis15:08 Kalshi Ad, YEET Ad, infiniFi Ad19:42 Vertical Integration Strategy23:09 Rain's Role in Neo Banking27:48 Stablecoin Interoperability Vision28:39 Macro & Regulatory Outlook32:33 Greenland Geopolitical Analysis35:27 Halliday Ad, Trezor Ad, Hibachi Ad36:44 Genius Act Implementation Timeline39:26 Wyoming's Friend Token Analysis42:44 Full Stack Stablecoin RequirementsWebsite: 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

SharpLink holds more ETH than the Ethereum Foundation. Here's why that matters.In this episode, Rob sits down with Joseph Chalom, founder of SharpLink and former head of digital assets at BlackRock, to explore how Ethereum will tokenize all of finance. Joseph breaks down native staking vs liquid staking strategies, why the 40-day unstaking queue is a business opportunity, and why we're still in the first inning of DAT mania.We discuss:- How SharpLink Became Ethereum's Second Largest Holder- The Standards DeFi Protocols Must Meet for Institutional Capital- Native Staking vs. Liquid Staking Strategies- Why the 40-Day Unstaking Queue Is a Business Opportunity- DAT Mania: We're Still in the First Inning- Tokenizing the S&P 500 on EthereumTimestamps:00:00 Intro02:23 SharpLink's ETH Accumulation Strategy04:44 Responsibility as a Major Stakeholder07:05 Standards for Deploying Billions in DeFi11:48 Risk-Adjusted Staking Operations13:28 Hibachi Ad, Trezor Ad, Halliday Ad14:11 BlackRock vs. SharpLink Approach19:00 Tokenizing Traditional Assets23:46 DAT Space: First Inning Reality27:30 Kalshi Ad, YEET Ad, infiniFi Ad28:39 SEC Investigation & Market Dynamics33:22 MNAV Strategy & Share Buybacks38:11 Transparency Standards for Treasury Companies

In this episode, we sit down with Haseeb Qureshi from Dragonfly to review his 2025 predictions, grade his calls, and reveal what's actually coming in 2026. Haseeb breaks down stablecoins exploding 60% through neo-banking cards, DeFi consolidating into 3 major players, Big Tech acquiring crypto wallets, and why prediction markets will steamroll everything.We discuss:-Bitcoin Hits 150K, But Altcoin Dominance Declines-Why EVM Won The Architecture War-Stablecoins Explode 60% Through Neo-Banking Cards-DeFi Perps Consolidate Into 3 Major Players-Big Tech Acquires A Crypto Wallet-Fortune 100 Companies Launch More Blockchains-Equity Perps Take Off & Insider Trading Scandals Hit-Buyer's Remorse On Crypto Regulation-Why Prediction Markets Will Steamroll EverythingTimestamps:00:00 Intro 04:22 AI Agent Predictions Review06:02 EVM vs SVM Market Dominance07:38 Kalshi Ad, YEET Ad, Trezor Ad11:55 Ethereum's Bullish Reversal15:11 Corporate Chain Reality Check20:40 App Chain Migration Challenges23:28 The Death of Airdrops & Points27:29 Asteroid Mining & Gold's Bitcoin Risk31:35 Dragonfly's Biggest Wins & Losses31:50 Halliday Ad, infiniFi Ad, Hibachi Ad36:17 2026: Fintech Chains Will Underwhelm39:16 Big Tech Wallet Acquisition Coming44:20 DeFi Perps 40-30-20 Consolidation48:35 Equity Perps & Insider Trading Scandals52:13 Stablecoins Grow 60% Via Neo-Banking59:50 Crypto Regulation Buyer's Remorse1:03:05 Prediction Markets Dominate1:04:34 AI Security & Software Engineering FocusWebsite: 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 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