DeFi Slate

Rob Greer, Partner at Stillcore Capital, joins AI Supercycle to make the bull case for TAO, break down the best subnets to watch, and moreRob Greer is a Partner at Stillcore Capital, one of the only funds in the world exclusively focused on decentralized AI with a primary focus on the BitTensor ecosystem. Stillcore's GP roster includes Rob, Mark, and All In podcast member Jason Calacanis.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:54 Rob's Background and Stillcore02:18 Are Subnets Just Yield Farming?04:47 TAO Is Crypto's iPhone Moment05:34 TAO in 2026 = ETH in 201608:47 Top Subnets to Watch Now13:06 Addressing the Inflation Concern16:30 Biggest Misconceptions About TAO18:48 TAO as Liquid Venture20:01 How Stillcore Positions the Fund22:33 TAO Is the Best Value in AI25:26 The $1T Ecosystem Thesis27:49 BitTensor Core Team and Roadmap28:22 New Subnets and Price Discovery31:27 The Ethos of Decentralized 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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Evan Cheng, CEO and Co-Founder of Sui, joins The Rollup to discuss tokenization, AI agent infrastructure, Sui's business model evolution, and more.Evan Cheng is the CEO and Co-Founder of Mysten Labs, the team behind Sui, one of the fastest-growing Layer 1 blockchains.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:32 Is Blockchain Just Finance?02:40 Sui's Vertical Build Strategy05:00 Who Benefits from Tokenization?07:21 The Verticalization Shift09:32 AI Meets Blockchain11:10 Do We Need Billion TPS?13:10 Regulatory Clarity Incoming15:05 Competing with Hyper Liquid20:02 L1 Fee Models Are Dead21:32 Leaving Facebook's Libra24:18 Institutional Appetite for SuiWebsite: 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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Iggy Ioppe, CIO of Theo Network, joins Stable Up to break down how Theo is generating native yield on tokenized gold, why they built on Hyper Liquid, and more.Iggy Ioppe is the Chief Investment Officer of Theo Network, a gold-backed yield stablecoin protocol built on Hyper Liquid. Iggy brings 15+ years of traditional finance experience spanning private equity at Bain Capital, prop trading at Credit Suisse, and crypto investing at Polygon Ventures.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:47 Iggy's TradFi Background02:45 The RWA Tokenization Vision04:34 Why They Built on Hyper Liquid05:47 Iggy's Hyper Liquid Bull Case07:05 How Big Can Hyper Liquid Get?09:15 Why Tokenize Gold?13:10 The Gold Basis Trade Explained16:54 How the Yield Gets to Holders18:06 Deploying the $100M Pre-Deposit22:07 Multi-Venue Yield Strategy22:43 Do They Need a Token?24:21 How Big Can TH-USD Get?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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

James Ross, Founder of Synth, joins AI Supercycle to break down the BitTensor bull thesis, how subnets are generating real revenue, and more.James Ross is the Founder of Synth, a BitTensor subnet running decentralized data science competitions to model volatility.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:54 What Is BitTensor?02:10 The Bitcoin of AI Comparison04:27 Why Decentralized AI Now?07:18 How Staking Subnets Works08:58 Subnets as a Venture Portfolio11:03 Are Subnets Generating Real Value?13:31 TAO Bull Thesis and TAM15:38 Best Way to Play the AI Trade16:20 Privacy and Confidential Compute17:13 Institutional Capital Coming In18:17 How to Get Started with TAO20:03 Trading Subnets Like DeFi TokensWebsite: 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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Adam Minehardt, Head of Policy at Chainlink, joins The Rollup live from DC Blockchain Summit to break down the Clarity Act, stablecoin yield negotiations, and more.As Head of Policy of Chainlink, Adam Minehardt sits at the intersection of DeFi infrastructure, TradFi adoption, and D.C. policymaking.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Live from the Empire State Building every week.Timestamps:00:00 Intro01:03 Adam's Background 02:09 DC Blockchain Summit & Convergence03:36 Clarity Act Update05:15 SEC Quarterly Filing Change Explained07:02 What to Expect from Paul Atkins09:06 Will TradFi Litigate the Innovation Exemption?11:36 Innovation Exemption Beneficiaries 13:09 Tokenization + Energy Infra14:31 SEC & CFTC Joint MOU 18:06 Consumer Protection Overview20:34 Where Chainlink Fits in the Regulatory Landscape22:10 Tokenization Goes Mainstream Winners24:13 Institutions vs. RetailWebsite: 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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Bitwise President Teddy Fusaro breaks down why institutional crypto adoption is just getting started.Teddy Fusaro is President of Bitwise Asset Management, one of the world's leading crypto asset managers.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Live from the Empire State Building every week.Timestamps:00:00 Intro00:01:38 How Teddy Became President of Bitwise00:04:06 Institutional Crypto Allocation: Where Are We Really?00:07:17 ETFs vs. Crypto — The Same Story Playing Out Again00:09:46 Hyperliquid & 24/7 Markets Are the Obvious Future00:13:17 How Institutions Value Bitcoin, Ethereum & Solana00:18:01 Paper Bitcoin, ETFs & Where Institutional Flows Are Landing00:21:38 Bitwise's Options Business & Bitcoin Hedging Strategies00:24:51 Vaults, Tokenization & Disrupting Wall Street Infrastructure00:27:15 Vault Curators vs. RIAs — The Coming Regulatory QuestionWebsite: 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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Yuki Yuminaga, co-founder of Tenbin, breaks down exactly what's broken and how to fix it.Yuki Yuminaga is the co-founder of Tenbin, a tokenization protocol bringing precious metals, commodities, and yield-bearing FX assets on-chain via CME futures hedging.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance, live from the Empire State Building every week.00:00 Intro00:54 Who Benefits Most From Tokenization05:20 The Onchain Liquidity Problem10:01 How Hard Asset Tokenization Works Today13:53 Perps vs. Tokenized Assets — Why It Matters16:33 How Ten Bean Tokenizes CME Futures22:35 Risk Management & Bank Run Scenarios28:40 The $50M Aave / CoW Swap MEV Incident36:53 Infrastructure Needed For Global Onchain Markets39:55 The Future Of The Tokenization SupercycleWebsite: 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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

AI is about to automate your entire financial life...Alfonso, co-founder of Crossmint, joins The Rollup to discuss agentic finance, agent-scoped cards, stablecoin infrastructure, and the Western Union stablecoin play.About Alfonso Gómez-Jordana: Co-founder of Crossmint. Former founding PM at Google (reCAPTCHA, Firebase Auth, Actions) and third PM at WhatsApp. Building in crypto since 2012.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Live from the Empire State Building every week.Timestamps:00:00 Intro01:12 Alfonso's Background & the reCAPTCHA Origin Story03:34 What Is Agentic Finance, Really?05:11 Breaking Down the Agentic Finance Stack09:56 Stablecoins vs. Credit Cards for AI Agents19:37 Does Blockchain Have Enough Capacity?21:38 Ramp's Agent Card & Visa Intelligent Commerce23:55 Western Union's Stablecoin Strategy27:11 Agentic Finance in Emerging Markets29:34 Where Agentic Commerce Is Happening Today35:28 Where's the Investable Moat?41:37 The Future: Money as a Backend TechnologyWebsite: 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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Wall Street is choosing Ethereum, and Vivek Raman explains why the institutional flood is already underway, from tokenized assets and stablecoins to DeFi's coming renaissance and ETH repricing as a reserve asset.About Vivek Raman: Co-founder of Etherealize, bridging Wall Street and Ethereum.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Live from the Empire State Building every week.Timestamps:00:00 Intro01:07 Why Stablecoins Are the First Killer App for Blockchains02:30 Blackrock, Tokenization & the Internet Moment for Finance05:52 The Real ETH Value Thesis 13:37 The Blockchains as Cities Analogy16:18 What Institutions Actually Want From Ethereum18:20 Top 3 Bank Processes Ethereum Replaces20:08 DeFi Valuations & the TAM Explosion23:45 Can DeFi Tokens Outpace L1s?26:24 MicroStrategy for ETH? Tom Lee & the ETH DATs30:18 What Vivek Is Most Excited About in 202532:30 Stablecoin Genius Act & DC StrategyWebsite: 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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

The back-end of global finance has finally moved. Canton Network co-founder Eric Saranac joins The Rollup to explain this change.About Eric Saranac: Co-Founder of Digital Asset & Canton Network and has spent over a decade building infrastructure to bring real institutional use cases on-chain via Canton Network.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Live from the Empire State Building every week.Timestamps:00:00 Intro00:44 Eric's Background & Origin of Digital Asset01:55 How Eric Got Into Bitcoin Early02:36 The "Regime Shift" in Crypto: Real or Overhyped?06:24 What Canton Was Built to Solve11:50 Working With JPMorgan, DTCC & Big Institutions13:07 Why Crypto Twitter Hates Canton17:48 Why Canton Is Worth $5.5B22:18 Canton's Tokenomics: Burn Mechanics & Fee Design29:55 $384B/Day Repo Program With Broadridge33:21 Weekend Repo & the 24/7 Capital Markets Vision36:59 The TAM: How Much of Global GDP Goes Onchain?42:34 What's Coming 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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Our industry is going through a major regime shift.The Rollup kicks off its first episode live from the Empire State Building with a deep dive into tokenization, agentic finance, stablecoins, vaults, VC investing, portfolio management, and the consolidation changing this industry forever.The Rollup is where the leaders of digital assets and finance converge. Live from the Empire State Building every week.Timestamps:00:00 Intro03:20 Oil On Hyperliquid & 24/7 Markets07:18 The Neo Finance Thesis12:14 Why Tokenization Unlocks Latent Capital17:17 Perps, Stablecoins & How To Position22:58 Value Accrual & The DAO Problem30:29 The CLARITY Act & Bear Market Bottom39:37 Blackrock, Vaults & The DeFi Stack45:33 Crypto Culture & The Professionalization Era54:33 AI Agents & The New Financial SystemWebsite: 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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

The old financial system is cracking, and Ethereum is what comes next. Joe Lubin joins The Rollup to cover the end of the trust supercycle, why the world's largest institutions are now deploying on-chain, and how MetaMask is becoming your personal money operating system. Joe Lubin is the Co-Founder of Ethereum and Founder & CEO of Consensys, which is currentlly the leading Ethereum software company behind MetaMask, Infura, and more.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance.Timestamps00:00 Intro00:46 Entering the Institutional Era of Ethereum01:54 Should Crypto Change Its Language for Institutions?03:27 Speedrunning 500 Years of Financial Innovation08:45 The End of the Trust Supercycle10:14 Why Decentralization Still Matters13:49 infiniFi, RELAY Ads14:10 Navigating Regulated Assets in an Open, Composable World18:10 Hibachi Ad 18:39 How to Prepare for the Next Supercycle20:42 MetaMask as Your Personal Money OS21:07 What Is the SEC Doing Wrong?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://goodidea.ventures

Hunter Horsley, CEO of Bitwise Asset Management, joins The Rollup to discuss the institutionalization of crypto, why the four-year cycle may be a self-fulfilling prophecy, how AI is transforming internal operations, and why allocations are set to grow far beyond what most expect.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance.Timestamps:00:00 Intro00:55 Bitwise's Take on AI & The Freight Train Analogy03:45 How Hunter Uses AI in His Workflows05:27 Bitwise's Four Business Lines & Institutional Journey09:37 Is the Four-Year Cycle Dead?11:43 Relay Ad12:05 The Sentiment Gap: Natives vs. Institutions15:20 Hibachi, infiniFi Ads16:30 What's the Right Crypto Allocation?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://goodidea.ventures

Your AI agent just ordered 5 pizzas, and you couldn't stop it... George Zeng, CPO at NEAR, joins The Rollup to discuss the security flaws in open-source AI agents, why Iron Claw was rebuilt from the ground up in Rust, and what it takes to actually trust an agent with your personal data.George Zeng is one of the leading Layer 1 blockchains focused on user-owned AI and decentralized applications. NEAR recently launched Iron Claw, a secure AI agent framework built in Rust with sandboxed tool access, prompt injection protection, and confidential inference designed to give users the confidence to hand agents real-world permissions.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of Neo Finance.Timestamps:00:00 Intro01:19 Iron Claw Launch & Setup01:50 Open Claw vs. Iron Claw03:55 Iron Claw Origin Story05:13 AI Agents Going Rogue05:28 infiniFi, Relay Ads06:03 Model vs. Framework Security07:13 Prompt Injection Prevention07:50 Agent-To-Agent Data Theft08:19 Plans & Pricing09:46 The $150 Pizza Incident12:11 Hibachi Ad12:46 No Terminal Needed16:28 Why Security Is The Key Differentiator18:11 The Perfect AI Assistant Analogy19:01 NEAR Intents & Real-World TransactionsWebsite: 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

Erik Voorhees, founder of Venice AI and the man behind ShapeShift, crypto's first non-custodial exchange, sat down with The Rollup live at NearCon to make a bold case: the AI industry has a censorship problem, and the crypto ethos is the cure. From the origins of ShapeShift post-Mt.Gox, to why he thinks cryptocurrency was ultimately built for AI agents, to his blunt take on SBF's bid for a pardon, this one covers serious ground.Timestamps:00:00 Intro & ShapeShift Origin Story05:25 Did Crypto Play Out as Expected?06:25 AI vs. Crypto: Are They Similar?07:23 What Is Venice AI?09:38 From ShapeShift to Venice10:31 Censorship in AI & the Open Source Alternative11:38 Hibachi, infiniFi Ads12:00 Are AI Labs Too Censored?13:24 Relay Ad13:41 Geopolitics: Chinese Open Source vs. US Closed Models14:15 SBF, the Anthropic Investment & Crypto Scammers16:26 NearCon, Illia & the AI/Crypto ConvergenceWebsite: 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

We sit down with Brendan Eich, the creator of JavaScript and CEO of Brave, to cover indirect prompt injection threats, why senior devs still can't trust AI-generated code, and how Brave is building agent security from scratch.We cover:- How Indirect Prompt Injection Actually Works- Why ChatGPT Silently Downgrades Your Security- Can Senior Devs Trust AI-Generated Code?- Brave's Agent Mode Defense System-The Future of Crypto Micropayments via Solana & NEAR- Why the AI Bubble Will Slowly Burst- Should Young People Still Study CS?Timestamps:00:00 Intro00:26 Brave's AI Integration & Leo01:00 Browser Knowledge Agents03:37 Indirect Prompt Injection Explained05:20 Brave's Agent Mode Security Layers07:13 AI-Generated Code: Can You Trust It?08:05 Using Claude, Cursor & Open Code at Brave11:09 Inventing JavaScript in 10 Days11:14 Hibachi, infiniFi Ads12:57 TypeScript's AI Feedback Loop13:06 Lean Engineering & Minimum Viable Product15:40 Should Young People Study CS?17:17 Vibe Coding & AI Slop17:32 Relay Ad18:05 Brave's Privacy-First AI Approach20:15 Crypto Agent Commerce & Security22:52 AI Hype, S-Curves & the Bubble23:04 Micropayments & the Death of SaaS24:31 Solana Settlement & NEAR Partnership26:25 Blockchain Privacy vs. Coinbase PanopticonWebsite: 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

Illia Polosukhin breaks down why AI needs blockchain as its backend, how formal verification could rewrite every line of code online, and what a post-labor economy looks like.We cover:- The Near.com Unified Interface Launch- Why Financial AI Needs Verifiable Privacy- The AI Agent Marketplace Explained- Chinese Open-Source Models vs. US Frontier Models- Cloud Inference Without the CapEx or Data Exposure- Will AI Break the Power Grid?Timestamps:00:00 Intro00:12 NEAR's Unified Commerce Layer02:39 Agentic Chain Abstraction04:50 Convergence of AI & Crypto07:49 Why Blockchain Is Built For Bots08:36 Crypto's Reputation Problem in AI10:04 Intent Infrastructure & Partnerships13:30 Consumer Product Distribution Strategy15:43 infiniFi, Relay Ads 16:30 Formal Verification & Code Rewriting20:09 Self-Replicating Agents Debate23:33 Post-AGI Economics & GDP24:02 Hibachi Ad27:17 Will Agents Create Their Own Currency?28:42 Tech Workforce & Gig Economy Shift31:18 DoorDash Is Cooked: Agent MarketplacesWebsite: 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

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