DeFi Slate

David Schamis breaks down why PERE now holds over 10% of HYPE's circulating supply, why the Coinbase and Circle deal added $200M in annual buybacks that the market didn't price in for a full day, and why Hyperliquid's price discovery on Cerebus and SpaceX may make investment bankers irrelevant to the IPO process. David Schamis is CEO of Hyperliquid Strategies, a publicly traded company and one of the largest corporate holders of HYPE.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 PERE Major Update Announced01:03 Not Michael Saylor Mindset05:38 ATM Equity Line Explained08:00 Right Move Is Nothing11:19 Coinbase Circle Deal Impact14:16 $200M More Buybacks16:02 He Checks HYPE Constantly17:32 Cerebus IPO Predicted Perfectly18:34 SpaceX Price Discovery22:13 Anthropic OpenAI IPOs Coming25:22 IPO Discount Is Toll31:12 PERE Beat All ETFsGuest Socials:David Schamis X: https://x.com/dschamisHyperliquid Strategies X: https://x.com/HypeStratHyperliquid Strategies Website: https://www.hypestrat.xyz/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Jake Brukman breaks down why a swarm of decentralized agents beat Google's quantum circuit research in a week, why decentralized training on consumer hardware is now provably cheaper than data centers, and why winning just 10% of AI training automatically locks in revenue from a $1 trillion inference market. He published this thesis in September 2022, before ChatGPT existed.Jake Brukman is Founder and CEO of CoinFund, an 11-year digital assets and decentralized AI investment firm.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 AI Meets Decentralization Thesis02:44 Thesis Before ChatGPT Existed03:44 Consumer Devices Train Models04:29 100B Parameters Consumer Hardware06:45 Rise Of Authentic Swarms09:15 Swarms Outpaced Google Fast12:53 Inference Drives All Revenue13:13 $1T Inference Market 203114:53 Crypto Subsidizes AI Inference17:02 Win Training Win Inference20:47 Decentralized Training Now Cheaper22:49 Kirkland $500M Own Model28:39 Harnesses Collect Trace Data31:24 Co-Own Model Donate Traces33:10 Different From Past Web340:11 2.4B Monthly AI UsersGuest Socials:Jake Brukhman X: https://x.com/jbrukhCoinFund X: https://x.com/coinfundCoinFund Website: https://www.coinfund.io/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Sam Kazemian breaks down why the Genius Act's 120-day default acceptance is the most bullish structural change for compliant stablecoins, why you can't vibe code liquidity or DeFi integrations regardless of AI, and why the stablecoin supply step function could arrive in 6 to 8 months.Sam Kazemian is Founder of Frax Finance, the protocol behind FRAX USD, a Genius-compliant decentralized stablecoin operating system.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Genius Act Q1 202701:28 120-Day Default Acceptance03:40 FRAX USD Genius Compliant04:07 Biggest Stablecoin On Aave08:05 Can't Vibe Code Liquidity09:06 Investable DeFi Tokens Breakdown12:42 Two Types Of Stablecoins15:20 New On-Chain Assets Coming19:15 Supply Growth Drives Buybacks23:18 Reinvest Now Burn Later27:33 Institutional Players Move Slower28:41 Stablecoin Step FunctionGuest Socials:Sam Kazemian X: https://x.com/samkazemianFrax Finance X: https://x.com/FraxFinanceFrax Finance Website: https://frax.com/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

DeFi Dad breaks down why lighter's ETH escape hatch makes it the most underrated security feature versus HyperLiquid, why RWA tokenization will eventually eclipse all native crypto tokens by market cap, and why ETH staking yield is effectively the native T-bills rate of the entire DeFi economy. The most convicted ETH bull case you'll hear right now.DeFi Dad is one of the most prominent long-term ETH advocates and DeFi content creators in the space.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:01:15 Lighter Vs Hyperliquid04:22 DeFi Exploit Risk Reality05:58 DeFi Dad's Portfolio07:32 Ethereum's DeFi Dominance11:09 Exploits And AI Vulnerabilities14:55 Stani New Protocol Rumors17:38 Tom Lee BitMine Preferred Shares19:46 STRK Vs BitMine Compared23:19 ETH Burn And Issuance Debate25:10 Staking Yield As Native Rate29:23 DeFi Dad's ETH Stack Story31:54 ETH Bull Price Targets35:00 Return To Quality AssetsGuest Socials:DeFi Dad X: https://x.com/DeFi_DadThe Edge Podcast X: https://x.com/Edge_PodThe Edge Podcast Website: https://www.the-edge.xyz/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Dragonfly's Haseeb Qureshi breaks down why Bitcoin is not an honest macro asset, why domestic perps will disappoint compared to offshore, and why BNB has been outearning Hyperliquid for years yet nobody wants to talk about it. The most contrarian read on digital assets you'll hear this week.Haseeb Qureshi is Managing Partner at Dragonfly, a leading digital assets venture capital firm.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Bloody Day Market Recap02:21 Bitcoin Not Honest Macro03:39 Retail Left The Market04:56 Revenue Beats Crypto Beta07:00 HL Regulatory Risk Explained09:34 Domestic Perps Different Product12:07 Why Perps Were Invented15:42 HL Lighter Most Investable?17:56 BNB Beats Hyperliquid Revenue19:36 Markets Are Forward Looking23:03 L1 Fee Paradox Explained27:34 OpenAI Enterprise Fee Model29:14 Fundamentals Great Prices LaggingGuest Socials:Haseeb X: https://x.com/hosseebDragonfly X: https://x.com/dragonfly_xyzDragonfly Website: https://www.dragonfly.xyz/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Illia and Mert break down why the Zcash situation is a known ZK circuit trade-off and not the infinite mint catastrophe the market priced in, why Project Tachyon's formal verification is the most bullish upgrade in Zcash history, and why NEAR Intents generated $150K in a single volatile day, buying back NEAR while everyone else was selling.Illia Polosukhin is Co-Founder of NEAR Protocol, and Mert is Co-Founder of Helius, a leading Solana infrastructure platform.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Zcash Exploit Or Not?00:41 ZK Circuit Risk Explained02:32 Why ZEC Price Dropped03:48 Zcash Sapling Pool 201905:22 No Infinite Mint Evidence06:31 Formal Verification Is Solution08:05 Project Tachyon Quantum Proof11:18 AI Vulnerability Armageddon Coming17:02 Zcash Optional Transparency Explained21:08 NEAR Intents ZEC Inflow24:35 Bear Case Worst Scenario30:01 NEAR Profits On Volatility33:43 Arthur Dumped NEAR ReactionGuest Socials:Mert Mumtaz X: https://x.com/mertHelius X: https://x.com/heliusHelius Website: https://www.helius.dev/Illia Polosukhin X: https://x.com/ilblackdragonNEAR Protocol X: https://x.com/NEARProtocolNEAR Protocol Website: https://www.near.org/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Sal Ternullo joins this episode of AI Supercycle and breaks down why NEAR is a very unique asset in digital assets right now, how intents are building toward a real-economy TAM that dwarfs crypto-to-crypto swaps, and why the path to NEAR going deflationary is closer than the market thinks. The institutional inbound is at record levels, and the market is finally catching up, or so he says.Sal Ternullo is CEO of SVRN, a development company dedicated to growing the NEAR Protocol ecosystem.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:49 Institutional Inbound Explained02:28 Bitcoin Negative Correlation04:35 NEAR Investment Thesis Evolution06:16 NEAR AI Stack08:29 Bear Case And Risks09:56 Venice Integration Breakdown11:27 Path To Deflation14:18 Intents Fee Model Analysis15:51 Fee Structure Vs Volume17:46 Confidential Intents Premium19:42 Token Buyback Pre-CommitmentGuest Socials:Sal Ternullo X: https://x.com/sal_ternulloSVRN X: https://x.com/svrn_aiSVRN Website: https://svrn.net/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Capital Flows and Jaymes Rosenthal join The Rollup to discuss how the PUR gamma squeeze is already happening.Capital Flows and Jaymes Rosenthal are macro traders and HyperLiquid analysts.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Disclosures01:04 Capital Flows Macro Background04:37 Jaymes Poker To Trading06:09 GameStop Style Squeeze Thesis07:23 Credit Cycle Context Explained09:01 HYPE Up Bitcoin Down10:39 PUR Best HL Expression11:53 Goldman Skipped The ETF12:09 Gamma Squeeze Mechanics Explained15:07 PUR Meme Potential Explained17:53 Gamma Squeeze 10122:14 ETFs Dilute PUR Options?24:14 PUR vs ETF Active Management28:55 Bitcoin Not Cooperating Question32:07 Bitcoin's Burden Of Proof37:11 HL vs CME ICE Cboe41:17 WSJ Calls HL Convenience Store44:39 Wall Of Capital ComingGuest Socials:Capital Flows X: https://x.com/GlobalflowsJaymes Rosenthal X: https://x.com/jaymesrosenthalPartners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Joseph Chalom explains why ETH is not dead.Joseph Chalom is CEO of SharpLink, the second largest corporate ETH holder.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 ETH Is Not Dead01:16 Second Largest ETH Holder02:33 Ethereum Wins The Scoreboard04:20 Step Function Moment Coming04:45 The Jeff Bezos Analogy06:42 EFF Not The Marketing Arm10:04 Private Sector Must Step Up12:39 Warren Buffett Capitulation Thesis13:22 BlackRock Doubled Down At FTX15:44 WTI Crude Predicts Bitcoin16:49 Best Entry Point Right Now22:01 160M Agent Payments Q124:50 Institutions Need Finality Not Speed25:02 BlackRock Tokenizing $8B Fund30:32 Fidelity Now Largest Investor33:19 First DeFi In Public Company35:41 Retail Capitulation Best EntryGuest Socials:Joseph Chalom X: https://x.com/joechalomSharplink X: https://x.com/SharplinkSharplink Website: https://www.sharplink.com/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Ryan Rasmussen joins us to explain how HYPE is the most obvious buy.Ryan Rasmussen is Head of Research at Bitwise, a digital assets manager.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Largest HYPE ETF Launched01:14 Why Only Two Issuers02:37 200 Eyes On Crypto03:52 Dollar In Dollar Out04:38 In-House Staking Advantage07:21 Allocator Lightbulb Moment08:26 HYPE Is A Buyback08:55 5% Beats S&P Buyback12:52 S&P 500 Licensed To HL13:51 Bear Case Regulatory Risk14:52 Genius Act Unlocked Everything19:22 Triple Demand Driver Explained22:13 Circle USDC Deal Impact26:25 Comparing HL To NYSE27:07 TAM Is Insanely Massive33:27 Stablecoins Hit $5T ScenarioGuest Socials:Ryan Rasmussen: https://x.com/RasterlyRockBitwise X: https://x.com/BitwiseBitwise Website: https://bitwiseinvestments.com/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Stephen Sikes joins us on this episode of AI Supercyle and explains how the agentic brokerage is live.Stephen Sikes is COO at Public, an investing platform for serious investors.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Background01:18 Platform For Serious Investors02:26 Alpha AI Research Assistant03:53 Claude Opus Triggered Pivot04:36 Agentic Brokerage Goes Live05:22 Platform Shift Mobile To AI06:03 Direct To Consumer API13:02 Covered Call Via Agent14:24 Deterministic Workflow Explained15:25 Robinhood MCP Announcement16:40 Public Beats Robinhood Here21:00 Crypto As Asset Class Only25:33 Walk The Bid Order28:29 Can't Vibe Code Trading30:36 No Layoffs AI Adds More33:36 Growth Firms Always WinGuest Socials:Stephen Sikes X: https://x.com/Sikes_Public X: https://x.com/PublicPublic Website: https://public.com/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Alex Fine joins this episode of Stabled Up and explains how fintechs are going on chain.Alex Fine is Founder of Fun, the highest-converting on-chain payments platform.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Recent Raise00:38 Fintechs Going On Chain01:27 Fun: Highest Converting On-Ramp03:55 Three Eras Of On-Chain Payments05:38 KYC Bad Risk Models06:01 99% Fiat To Stablecoins06:39 The Costco Revenue Model07:49 $40M Deposit Must Clear09:30 Smart Personalized Deposit Flows23:54 AI At Fun Discussion25:07 AI Plus Six Nines Caution26:37 Separating Self From Company27:30 Stress Is Probably Accurate29:46 Agentic Payments Are Coming31:03 AI Needs Blockchains For Money33:36 Fintech 50 H2 PlanGuest Socials:Alex Fine: https://x.com/AlexKFineFun X: https://x.com/funFun Website: https://fun.xyz/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Arthur and Illia join The Rollup to cover how privacy is massively mispriced.Arthur Hayes is the Maelstrom CIO; Illia Polosukhin is the co-founder of NEAR Protocol.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:51 Arthur's Macro Thesis01:32 AI Is National Defense04:10 Full Port NEAR Zcash Hype05:23 L1 Consolidation Has Begun08:26 Why Arthur Loves Zcash10:03 Naval Changed Arthur's Mind12:56 Intents Enable Anonymous Swaps13:45 20x NEAR vs 5x ZEC14:51 $19B Volume $33M Fees15:47 Privacy Enables Mass Adoption19:07 NEAR Fully Diluted Now21:01 AI Blockchain Vision 201726:31 HyperLiquid Fulfills DeFi Dream28:43 No VC Sales Revenue Share32:02 AI Labor Displacement Thesis38:39 AOC 2028 Risk Scenario44:39 When Does NEAR Deflate?46:52 $150 Price Target HypeGuest Socials:Arthur Hayes X: https://x.com/CryptoHayes Maelstrom Fund X: https://x.com/MaelstromfundMaelstrom Website: https://maelstrom.fund/ Illia Polosukhin X: https://x.com/ilblackdragonNEAR Protocol X: https://x.com/NEARProtocolNEAR Protocol Website: https://www.near.org/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Scott Shay joins this episode of Stabled Up to tell us how Stablecoins are just receipts and more.Scott Shay is Founder of N3xt, a full reserve digital bank.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:39 Four Banks Founded01:09 First Native Digital Bank02:54 Stablecoin Is A Receipt03:45 Stapling Paper To Cardboard05:19 Deposits: A Promise To Pay06:34 All Money Always There08:25 Signature Bank Was Debunked08:44 Operation Choke Point Explained10:18 Can Pay Everyone Back11:20 Full Reserve Revenue Model12:44 Self-Service Letter Of Credit15:51 N3xt Digital Dollar Explained17:29 On-Chain Private Credit Transparency21:41 B2B Appeal For Businesses25:42 TradFi And Crypto Incompatible26:39 NDI AI Roadmap 2028Guest Socials:N3XT X: https://x.com/N3XTincN3XT Website: https://n3xt.io/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Evan Szu joins us on The Rollup to explains how a recession is coming before inflation.Evan Szu is CEO of Gamma Prime, a curated alternative investment platform.The Rollup is where the leaders of digital assets and finance converge. Timestamps00:00 Intro And Evan's Background00:33 Thirty Years In Commodities01:06 Why Gamma Prime Was Built01:52 Client Spectrum Explained03:09 Exotic Alts Film Finance And Reinsurance03:41 Family Offices Want Delta Neutral Crypto05:19 Tokenization Pragmatic View05:33 Fund Zero Fractional Sizing08:40 Bitcoin As Safe Haven Asset09:42 Long Bitcoin First Time In 18 Months09:42 Inflation Scare Is Overplayed11:16 Stealth QE Has Begun12:27 Recession Before Inflation CallGuest Socials:Evan Szu X: https://x.com/GammaEvanGamma Prime X: https://x.com/GammaPrime_ComGamma Prime Website: https://gammaprime.com/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Austin Barack joins us for this episode of AI Supercycle to cover how exactly the AI privacy stack is undervalued.Austin Barack is Founder of Relayer Capital, an AI-focused digital assets fund.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Venice Grass NEAR AI Thesis Intro01:30 Venice Privacy Overview02:03 AI Uses 100x More Data05:14 Three Million Users05:14 VVE And DM Token Flywheel08:48 DM Priced Like A Corporate Bond09:35 $20 Venice Undervalued11:45 How Grass Makes Money12:35 Grass Triple Digit Growth14:16 Grass At $400M Too Cheap14:49 NEAR Cross-Chain Swap17:43 Akash GPU Marketplace Update19:36 AI Stack Breakdown21:10 Net Token Value Flows Framework22:11 Buy And Burn Only Works Sometimes25:56 Two Cohorts In Digital Assets NowGuest Socials:Austin Barack X: https://x.com/AustinBarackRelayer Capital X: https://x.com/RelayerCapitalRelayer Capital Website: https://relayer.capital/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Simon Taylor explains how Stablecoins are the WhatsApp for money.Simon Taylor is Founder of Fintech Brainfood, a leading digital finance newsletter.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Simon's Background01:08 Ten Years In Banking01:37 Head Of Crypto At Barclays 201503:10 Western Union Stablecoin Thesis04:02 Kill Bank Holidays06:33 Stablecoins Rail Above Rails08:19 WhatsApp For Money Thesis09:55 Stablecoin Supercycle Confirmed10:30 Distribution Wins The Race13:14 Genius Act Watershed Moment13:35 Mercury $5.2B Valuation Breakdown19:03 Tempo Machine Payments Protocol20:29 Gas Fee Consistency As Key Feature24:02 Tokenized Deposits Vs Stablecoins24:43 New Weekend Fee Revenue For Banks25:44 Business Case For Banks ComingGuest Socials:Simon Taylor X: https://x.com/sytaylorTempo X: https://x.com/tempoTempo Website: https://tempo.xyz/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Lucas Schuermann joins The Rollup to cover how Variational raised $50M to build the on-chain brokerage.Lucas Schuermann is Founder and CEO of Variational, a zero-fee on-chain brokerage.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 $50M Raised00:54 Ten Years In Quant And HFT01:29 Q Capital Dorm Room Story01:46 Genesis Trading Chapter02:23 Variational Started As Prop Shop04:08 Luna FTX Risk Lessons05:55 Dragonfly Series A Breakdown07:03 RFQ Not Order Book Design09:08 Trading Global Markets Onchain12:42 $16B Volume In 30 Days15:58 50% Of HyperLiquid Is RWA19:43 Zero Fee Revenue Model25:00 Robinhood GameStop Question28:53 Why Built On Arbitrum32:33 Exchanges Vs Brokerage Models36:01 100 Plus RWA Markets ComingGuest Socials:LVS X: https://x.com/variational_lvsVariational X: https://x.com/variational_ioVariational Website: https://www.variational.io/ Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Olivia joins this episode of Stabled Up to cover how Tokenized finance will be invisible.Olivia Vande Woude leads tokenization business development at Ava Labs, builders of Avalanche.The Rollup is where the leaders of digital assets and finance converge.Timestamps00:00 Embedded Finance Defined01:44 Tokenized Assets In Finance Stack03:25 1500 Fintechs In LatAm And APAC04:23 Ava Labs Trusted Advisor Approach05:19 LatAm Demand For Stablecoins05:50 Yield On Idle Stablecoins06:42 Axiom $1B On Avalanche09:04 On-Chain Dollar Stays On-Chain09:45 Legal Structuring Is Everything11:22 End Game Is Invisibility13:35 APAC Tokenization Push14:21 $2B Securities To Avalanche15:19 Who Is Making Money17:46 Distribution Is The Next Problem18:31 Supply Side SolvedGuest Socials:Olivia Vande Woude X: https://x.com/cryptoreineAva Labs X: https://x.com/avalabsAva Labs Website: https://avalabs.org/Avalanche X: https://x.com/avaxAvalanche Website: https://www.avax.network/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Teana Baker-Taylor joins this Episode of AI Supercycle to cover how your AI prompts are your diary and much more.Teana Baker-Taylor is CEO of BasedAI, a private decentralized AI inference platform.The Rollup is where the leaders of digital assets and finance converge. Timestamps00:00 Intro01:13 Why Venice Was Founded02:07 2Mil Users Milestone03:04 Crypto And AI Converge04:43 Based AI Origin Story06:22 Warden Labs Acquisition10:46 HireBase Product Launch13:35 Open Source Model Economics14:03 70% Enterprises Choose Open Source15:49 Fine-Tuning For Enterprise Privacy27:44 AI Prompts Are Your Diary28:14 Enterprise Agent Infrastructure31:04 Privacy Was Hard To Sell32:34 Reformed Banker BackgroundGuest Socials:Teana Baker-Taylor X: https://x.com/TeanaTaylorVenice X: https://x.com/AskVeniceVenice Website: https://venice.ai/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Arjun Sethi joins The Rollup and explains how Kraken is much more than an exchange.Arjun Sethi is Co-CEO of Kraken, a leading global digital assets exchange.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Franklin Templeton Deal01:15 Choke Point Era Survival02:23 Global Adoption Not US Lens05:01 Kraken's Mt. Gox Origins06:55 Building For Professional Traders07:54 Interactive Brokers09:55 Spot Margin US Launch13:55 AI Is Not Job Losses14:43 AI As Force Multiplier18:43 Use AI Or Leave Kraken20:08 Financial Super App Thesis26:07 Why Kraken Is Going Public29:43 The LFG Reward System32:12 Work Life Harmony38:26 Why Go Public Now48:40 Self-Worth Vs Company SuccessGuest Socials:Arjun Sethi X: https://x.com/arjunsethiKraken X: https://x.com/krakenfxKraken Website: https://www.kraken.com/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Sam Green joins this episode of AI Supercycle to cover how AI agents are running DeFi.Sam Green is CEO of Cambrian Network, an AI financial intelligence platform.The Rollup is where the leaders of digital assets and finance converge. Timestamps00:00 Agent Finance Landscape01:19 Q1 Agent Fi Report02:17 Yield Agents Explained03:04 Bots Vs AI Agents05:15 Trading And Prediction Agents07:11 Bots Become Agents09:43 Avoiding The Hocus Pocus11:11 Cambrian API Explained13:25 Stablecoin Yield Is Next14:39 Building Products For Agents15:49 PhD In Reinforcement Learning17:38 Verifiability Epoch Roadmap18:25 Main Net Launch Plan21:11 The Three ConvergencesWebsite: 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://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Bhaji Illuminati joins us for this episode of Stabled Up to cover how Coinbase just picked Centrifuge.Bhaji Illuminati is CEO of Centrifuge, a leading on-chain infrastructure platform for real world asset tokenization.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Coinbase Picks Centrifuge02:33 Tokenized Treasury Market04:58 T+0 Instant Redemption06:35 Liquidity Management Explained08:20 Base Partnership Deep Dive10:01 DeFi RWA Composability10:53 Freely Transferable RWA Token12:03 Trillions Into DeFi13:04 On Chain Beats Off Chain14:12 Path To Ten Billion16:48 Sky And Dai Origins17:37 CLO Risk Management19:35 Stablecoin Issuers As Buyers21:02 High Yield Bond FundWebsite: 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://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Michaël van de Poppe joins The Rollup to cover how AI IPOs are about to mint billions and how smart money is rotating into digital assets next. Michaël van de Poppe runs a multi-strategy hybrid digital assets fund based in the Netherlands.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:40 The Fund Explained01:03 Fund Thesis Overview02:02 What Fundamentals Matter03:05 2017 vs. Now04:28 The Barbell Approach05:25 Next Unlock: DeFi + AI06:39 Decentralized Compute Thesis08:42 Decentralized vs. Centralized11:04 Zcash Hot Take11:36 Michael Saylor Strategy12:23 Four Year Cycle Dead?14:00 Bitcoin Levels to Watch15:24 Bitcoin vs. Gold Correlation16:09 Does Nasdaq Need to Lead?17:22 AI IPOs & Crypto Rotation18:23 Where AI Money Goes 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://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Guy Wuollet joins The Rollup to cover how a16z just raised $2.2B for Crypto Fund V, and why the best is yet to come.Guy Wuollet is a General Partner at a16z Crypto, a venture capital fund that has been investing in crypto and web3 startups since 2013.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro & Fund V00:28 Crypto Graduates01:00 Products People Use01:38 Stablecoin Neobanking02:55 Genius Act Opens Era03:07 Is It Boring Now?04:18 Infrastructure Bottleneck Solved06:05 Adapt or Die Era07:02 New Founder Archetype08:03 AI People Find Crypto09:09 Fund V Thesis: Stablecoins + Perps09:44 AI Agents Need Crypto10:14 Compute & Energy Markets10:52 Creator Platforms Return11:43 The Burn Rate Card13:27 B2B vs. B2C Bifurcation15:02 Blockchains = Cloud Moment17:36 Read Write Own Today19:39 Crypto vs. Digital Assets20:53 "I Feel Like I'm Winning"21:19 Eddie Promoted to GP22:18 Deploying $2.2BWebsite: 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://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Johann Kerbart joins The Rollup in Miami for Tokenized Summit to cover how Robinhood hit $1B in crypto revenue, and tokenization, perps, plus more. Johann Kerbart is SVP & GM of Crypto at Robinhood.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:04 Robinhood Since 201801:06 Prediction Markets 320%02:30 The Super App Vision02:52 Exchanges As Commodity03:32 Robinhood As DeFi Front End04:31 Abstracting DeFi Complexity05:18 Tokenized Stocks In EU06:09 Perps vs. Options Debate06:49 Perps Live In EU07:42 CFTC & US Perps Path08:05 Stablecoin Yield Clarity10:17 Bold Prediction: Tokenization11:07 Global Asset Access12:11 Korean & Chinese Markets13:03 DTCC Tokenization Service15:18 Hood vs. Hyperliquid---Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Shashank Yadav joins this episode of AI Supercycle to discuss how AI trading agents are coming for hedge funds, how Fraction AI is building that infrastructure, and more. Shashank Yadav is Co-Founder of Fraction AI, ex-Goldman Sachs AI researcher.The Rollup is where the leaders of digital assets and finance converge.Timestamps:00:00 Intro00:25 Shashank's Background01:32 Goldman Sachs AI Role03:35 Risk Over Returns04:19 Perps: Biggest Driver05:35 How Index Works07:04 Will AI Push Back?09:07 Why Perps & Hyperliquid10:46 Goldman Advisor Today11:21 Index Is Live11:57 25,000 Strategies Run13:38 Best Strategy Revealed14:51 Trade Less, Win More16:47 Prediction Markets Next18:15 Market Structure Future19:24 The YouTube Analogy21:22 Agent Marketplace Coming22:32 AI Security Concerns23:47 No Wallet Access25:02 How To Get StartedWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Joshua Moss joins this episode of Stabled Up to cover how Visa is running a multi-billion dollar stablecoin settlement business, and the $6T B2B opportunity that is just opening up.Joshua leads stablecoin product strategy and go-to-market at Visa.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:38 Joshua's Visa Role02:31 Visa's Tipping Point05:09 Scale: 12B Endpoints05:38 1% Goes to Payments06:29 $6T B2B Opportunity09:39 "Visa Is Cooked" Thesis10:18 Stablecoin Settlement Explained10:29 The Rain Breakdown15:47 Ether.fi Card Story20:57 Pre-Funding & Payouts24:35 Creators & Gig Workers26:52 Why Visa Dominates28:26 Agents vs. Cards30:54 Mastercard's Agent Warning32:24 Tokenization for Agents33:18 Corporate Chain Wars37:59 Brand Stablecoins Problem40:40 The Stablecoin Sandwich42:20 Reserve Management 24/744:39 Visa's Top 3Website: 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://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Adrian W. J. Fritz says the next one will be led by tokens that look like businesses. He joins The Rollup to break down ETF flows, the AI trade, and what institutions actually want from digital assets.Adrian W. J. Fritz is the Chief Investment Officer at 21Shares, one of the world's largest digital asset ETP issuers with nearly eight years of experience navigating bull and bear markets across global markets.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:00 Adrian's Background03:28 Big Four Asset Thesis05:00 Classifying Digital Assets08:11 Bitcoin $730K Reaction09:00 ETH Productive Money Thesis11:26 Quantum Risk From Institutions13:07 Four Year Cycle Nuance15:05 Stablecoin Supply At Highs16:40 ETF Flows In Europe18:46 UK Retail Ban Lifted19:30 Ucits & Crypto ETFs21:02 Passive vs. Active Products23:14 DeFi Exploits & Institutions25:11 On-Chain Finance26:28 AI Trade & Crypto Apathy29:22 Capital Rotation To Digital Assets30:32 Show Me The Money Era33:14 Next Cycle Led By Revenue35:37 21Shares Focus 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://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Cathie Wood joins The Rollup to break down her innovation platforms thesis, the story behind her firm, ARK Invest and its foray into digital assets. She also unpacks her belief in the tokenization thesis, what 'good deflation' is, her "Big Four" crypto assets. We ask her about the 4-year cycle and where the macro liquidity landscape is currently at, and finally and agentic AI is converging with blockchain at scale.Cathie Wood is the CEO and CIO of ARK Invest, one of the world's leading active investment managers focused on disruptive innovation with over $10 billion in AUM across five innovation platforms.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:22 5 Innovation Platforms04:53 Why ARK Started08:11 Bitcoin's Institutional Journey12:38 First Bitcoin Position15:11 Institutional Adoption Today17:33 Larry Fink's Conversion19:30 Stablecoins Are Impactful22:06 $11T Tokenization Thesis23:07 DeFi Value Accrual28:48 Bitcoin & The Big Four32:39 Macro Liquidity Dynamics34:24 Bitcoin vs Gold35:38 ARK's $730K Case38:00 The Fed & Good Deflation41:15 New Fed Chair45:05 Four Year Cycle Debate46:10 Why Agentic AI Needs Blockchain49:15 Self-Driving Labs & Healthcare

Alfonso Gómez-Jordana joins AI Supercycle to break down scope cards, verifiable intents, and why Mastercard and Amex are now partnering with crypto-native infrastructure to power agent payments.Alfonso Gómez-Jordana is the founder of Crossmint, a programmatic finance infrastructure company building stablecoin enablement and AI agent payment solutions for developers, fintechs, and major card networks.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:38 Crossmint Catch-Up02:11 Why Mastercard Takes You Serious03:40 Scope Cards Explained05:57 Lobster Cash Explained07:25 Verifiable Intents Explained10:02 Agent Adoption Targets12:08 How To Set It Up13:48 Stablecoins vs. Scope Cards16:35 How Agents Actually Pay18:02 Agent Security Explained20:56 Blast Radius Minimized22:18 Agents Ready For Commerce?24:33 Payment Inventory Still Small26:00 Alfonso's Agent StackWebsite: 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://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Mike Dudas joins us in the Tokenization Tower to unpack the state of crypto VC, where flows are going, the stablecoin war, why pumpfun and Hyperliquid are misunderstood, how to think about Circle vs. Tether, OpenAI & Anthropic IPOs, and why now is a great time to invest in digital assets.Mike Dudas is the co-founder and General Partner of 6th Man Ventures, one of the most active early-stage digital asset funds with investments in Pump.fun, Plasma, Upshift, and others.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:06 Why Now For VC03:00 Founders Lack Confidence05:30 Where Flows Are Going07:22 Alien Ideas Still Win09:03 RWA Investing Paralysis10:23 Pumpfun & Hyperliquid13:05 Fundamentals Not Rewarded15:28 Consumer Onchain Thesis16:35 MegaETH & Base19:10 Plasma, Arc, Tempo Thesis21:18 Agent Payments Changing23:00 General Purpose Chain Risk24:45 Circle vs. Tether29:04 New Stablecoins31:20 Stablecoin Issuers: M0 & Bridge34:16 Kraken & Paxos IPO36:08 AI IPOs As A Signal38:57 Why Prices Hold41:30 Vaults & Risk Management44:00 What Comes 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://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

For this weeks Stabled Up episode, Sky co-founder Rune Christensen breaks down recent DeFi exploits, Sky's risk model, the future of yieldcoins, onchain lending, and why the next era of DeFi scale will be centered around risk management.Rune Christensen is the co-founder of Sky, formerly MakerDAO, the issuer of USDS.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:10 Exploit Initial Reactions03:38 Fear Worse Than Hack05:42 Schrodinger's Collateral Explained08:03 USDS Yield Spike09:00 Sky Product Stack11:44 Flight to Quality16:07 Spark Subsidized Liquidity18:26 Sky's Collateral Philosophy25:00 Skylink Explained27:12 In-house Bridge Standard29:06 Fed Rates & DeFi33:44 Why Security Enables Scale38:00 Isolated vs. Pooled Lending42:07 DeFi Is Not OverWebsite: 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://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Rob Hadick joins us in the Tokenization Tower to cover the $292M exploit this weekend unpacking how it happened, what this means for the future of low-risk DeFi, why DeFi founders are still treating finance like software, and his views on investing and predicting what comes next for onchain finance.Rob Hadick is General Partner at Dragonfly, a leading digital asset venture fund. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:51 Major Weekend Exploit01:38 Contagion & Composability Risk02:28 LayerZero's Statement05:22 Restaking As A Red Herring06:53 Finance As Software09:56 Risk Curation Incentive Problem13:08 Path Dependency Post-Exploit17:56 Despair As Current Sentiment 19:30 Institutional Views21:25 Exotic Collateral Gets Repriced23:57 Isolated vs. Pooled Lending26:07 Institutions Want Segregated Markets27:12 Yieldcoins Post-Exploit30:11 The Great Consolidation31:36 Frozen Funds on Aave33:33 Rate Limits As A Standard37:13 Permissionless vs. Institutional Split41:18 What Reverses DeFi Sentiment?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://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Shuyao joins The Rollup to break down the KPI token model, novel asset strategy, and why MegaETH is building a fashion brand, not a blockchain.Shuyao Kong is the co-founder of MegaETH, the highest throughput Ethereum Layer 2 focused on real-time blockchain performance and consumer-grade user experiences.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:40 MegaETH Launch Recap02:23 Post-Launch Pros & Cons05:18 What Apps Are Winning06:28 UX Maxi No Copypasta08:52 Layered DeFi Lego09:34 Gamified Trading Still Bullish10:43 KPI-Based Token Launch11:52 Stablecoin Growth Challenges12:38 Institutional Chain or Not?14:19 Hyperliquid Brings Institutions15:14 Performance Over Decentralization16:40 Mega's Escape Hatch18:04 Asset vs. Chain Centric21:16 Chain As Fashion Brand23:41 Token Design & KPI Vesting26:53 No Pay-To-List Policy28:21 Industry Sentiment Gap30:47 Tokenized Assets on MegaETH32:26 Mega vs. HYPE?34:03 How MegaETH Makes MoneyWebsite: 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://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Charles Hoskinson joins The Rollup to cover the Midnight launch, privacy onchain, ZEC & NEAR, how 34% of Bitcoin supply is vulnerable to quantum attack right now, how BIP 361 may be the only way to stop it, and much more.Charles Hoskinson is the founder of Midnight and co-founder of Cardano, with 15+ years in digital assets.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:43 Why Big Companies Fail On-Chain03:21 What Is Midnight?07:04 Web 2.5 & Partner Chain Model09:09 Token Distribution & Airdrop12:06 Purism vs. Pragmatism Framework14:27 AI Hacking Threat Coming16:24 Midnight vs. Zcash20:42 Near Intents & Account Abstraction24:42 Midnight Passport Explained31:23 Bitcoin's Three Quantum Options33:56 BIP 361 Breakdown36:56 DARPA Quantum Benchmarking39:03 White Hat Race for Satoshi's Coins?40:18 Hard Fork Problem for BitcoinWebsite: 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

Jansen Teng thinks crypto is the missing piece to scale robots globally.Jansen Teng is founder of Virtuals Protocol, the leading agentic commerce platform with $500M in agent-to-agent transactions and counting.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 Virtuals Protocol Recap03:53 The Westworld End Goal07:14 Data Collection Explained08:27 30 G1 Humanoids Launch10:49 Commercial Pilots Live11:52 Three Reasons Digital Assets Fit16:16 Agentic GDP With Robots18:57 What's Missing From Stack20:37 Privacy in Physical AI23:34 China Leads Hardware Race26:01 Open Source vs. Closed28:17 Agentic Risk 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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Alex Pruden joins The Rollup to break down the quantum threat to every major blockchain, why Saylor's "just hard fork it" answer is not enough, and why Ethereum may actually be better positioned than BitcoinAlex Pruden is the CEO and co-founder of Project Eleven, the leading company building post-quantum cryptography solutions for digital asset networks.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:23 State of Quantum Today02:46 How Critical Is the Threat?04:07 Saylor's Hard Fork Response06:21 Proof of Work vs. Proof of Stake07:18 Building Quantum Resistant Chains10:00 Full Lift & Shift Explained13:25 AI & Quantum Combined Risk15:49 How Your UX Changes Post-Quantum17:44 Is Zcash Quantum Resistant?18:05 Is Algorand the Leader?19:40 Quantum Resistant Layer Ones21:34 Will Q-Day Actually Happen?23:32 The Most Bullish Case for Digital Assets25:55 Bitcoin vs. Broader Internet Risk28:34 What If Satoshi Gets Hacked?32:03 Saylor's STRK Product Explained35:37 ETH vs. BTC Quantum Race38:05 Project Eleven Roadmap 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

Vlad Novakovski joins The Rollup to break down the Lighter EVM launch, the valuation disconnect vs. HyperLiquid, and why the future of finance runs on DeFi rails.Vladimir Novakovski is the co-founder of Lighter, a ZK-powered on-chain exchange built on Ethereum for trading perps, spot, and tokenized assets with zero fees for retail users.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:45 Lighter EVM Explained04:20 Volatility & Risk Management07:30 Regulatory Strategy & Architecture11:15 Fee Model & Retail Focus13:40 Sequencer vs. Localized Ingestion18:00 Verifiability Over Decentralization20:10 Telegram Wallet Partnership24:30 Zero Fees & Revenue Model27:00 Lighter vs. Hyperliquid Valuation31:20 Winner Take All or Winner Take Most?34:00 TAM Expansion & Tokenized Assets38:45 Three Upcoming UnlocksWebsite: 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

Franklin Templeton's Deputy CIO Max Gokhman breaks down why 60/40 is dead, how $1.7T heads onchain, and why TradFi and DeFi are merging into one market.Max Gokhman is Deputy CIO at Franklin Templeton Investment Solutions, managing $1.7T across equities, fixed income, and digital assets.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:14 Rise of 24/7 Trading05:30 NYSE's Blockbuster Moment08:45 Alpha in Onchain vs. Off-Chain12:20 Arb Opportunities Decaying Fast15:10 Franklin x Ondo Partnership18:40 Who Buys Tokenized ETFs?22:15 TradFi Meets DeFi 26:00 60/40 Portfolio Is Dead29:30 Goals-Based Investing Explained33:00 Digital Asset Allocation Framework36:20 Valuing DeFi Protocol Tokens40:10 Why Gaming Tokens Still Matter44:30 AI Coming for Asset Managers?47:00 Agentic Investment Committee Built51:20 Client-Facing AI Systems54:00 Advisors Pitching Digital Asset ETFsWebsite: 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

Brian Wong joins this episode of AI Supercycles to break down his barbell investment strategy for the AI boom, why the real AI x digital assets trade is in stablecoin app layer companies, and much more.Brian Wong is a serial entrepreneur and co-founder of Ascii Ventures, a fund focused on behind-the-scenes infrastructure and boring tech that powers daily life. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:05 Ascii Ventures Thesis03:32 Barbell Investment Strategy05:35 Secondary Markets Opportunity07:21 Digital Assets Stablecoin Focus09:28 Emerging Markets Adoption10:26 OpenAI & Anthropic Valuations15:09 AI Services Comeback18:51 Prompt-Less AI Explained20:45 Agents Buying Things For You24:29 From Prompting to Prompt-Less28:13 AI Trust Gap Problem31:23 AI as Amplifier Not Replacement33:22 AI Ethics & Bias Risk38:46 AI Psychosis & LLM Flattery42:12 Education System Is Broken45:34 How To Stay HumanWebsite: 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

Logan Jastremski joins The Rollup to break down why blockchains are really just global exchanges, why localized ingestion beats co-location as a trading model, and more.Logan Jastremski is the co-founder of Frictionless Capital, a venture fund focused on high throughput blockchains and trading infrastructure.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:51 SOL vs. HYPE Thesis05:30 Co-Location vs. Localized Ingestion07:20 Hyperliquid's Real Innovation12:11 Blockchains Are Exchanges13:49 Localized Ingestion Explained17:34 Hyperliquid Regulatory Risk?18:12 HYPE as Regional Exchange21:10 Can SOL Win Perps?24:36 Ethereum Is Dead28:34 ZK Doesn't Speed Trading34:26 Product Over Decentralization46:48 Blockchains as Exchanges DCF53:35 Ethereum's Throughput Path58:27 Will HYPE Flip SOL?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

Kory Hoang joins this episode of Stabled Up to break down his full stablecoin taxonomy, Polymarket's new stablecoin, how stablecoins have evolved into multiple secotrs, why 'payments money' and 'savings money' can never be the same asset, how he thinks about Ethena's new backing strategy, and more.Kory Hoang is the CEO and co-founder of Stably, one of the earliest stablecoin infrastructure companies with over eight years in the space. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro00:45 Kory's Background & Stably04:26 The 2019 Stablecoin War06:12 Stablecoin Taxonomy Explained09:23 CDP & Strategy Backed Stablecoins11:33 Athena's Hybrid Reserve Update13:27 Risks of Strategy Backed Stablecoins15:03 Yield vs. T-Bills Debate18:40 Polymarket Issues Own Stablecoin19:09 Why Every Platform Needs One23:11 Float Income & Yield Forwarding24:48 Just-in-Time Payments Risk?26:39 Yield Forwarding Not Yield Bearing29:57 Payments vs. Savings Money30:47 Yield as a Tax on Velocity34:35 Genius Act & Regulatory Evolution38:23 Stablecoin Money Supply Deep Dive42:29 M2 Multiplier: 1.13 vs. 4.21Website: 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

Alex Cutler joins The Rollup live from Digital Asset Summit to break down why DEXs are producing more fees than the chains they run on but worth a fraction of their market cap, and more.Alex Cutler is the co-founder of Aerodrome, the largest DEX on Base and one of the fastest-growing liquidity protocols in DeFi.Timestamps:00:00 Intro01:21 Top 100 Token Reshuffle03:15 Institutions & DeFi Builders04:45 Tokenized Equities on Chain06:44 Composability & DeFi Primitives07:43 AMMs vs. Order Books08:58 AMMs Still Dominate09:17 What's Going on With Base?10:41 Aero vs. Hyperliquid11:53 DEX Fees vs. Chain Fees13:50 How to Evaluate Token Revenue15:34 Token Dividends & Regulation16:29 Active vs. Passive Value Accrual18:19 New DeFi Primitive TeaserWebsite: 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 Seyffart joins The Rollup live from DeFi Day to break down why 150 crypto ETF filings are in the pipeline, what Blackrock tokenizing every ETF actually means, and more.James Seyffart is a senior ETF research analyst at Bloomberg Intelligence and one of the most followed voices on digital asset ETFs.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro00:34 Adoption vs. Price Disconnect03:55 Blackrock Tokenizing Every ETF05:11 150 Crypto ETF Filings07:15 Staked Ethereum ETF Breakdown08:40 What Excites James Most09:56 Actively Managed Crypto ETFs11:08 Active ETF Explained Simply12:09 Are Vaults the New ETF?14:46 Hyper Liquid Breaks Mainstream16:26 Polymarket on Bloomberg Terminal17:34 What Bloomberg Is Watching19:42 Which Coins Need ETFs?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

Randi Hindi joins The Rollup live from DeFi Day in Cannes to make the case for Fully Homomorphic Encryption over ZK and TEEs, why permissioned blockchains will lose to public chain, and more.Rand Hindi is the CEO and co-founder of Zama, the leading builder of Fully Homomorphic Encryption infrastructure for public blockchains. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:37 Permissioned vs. Permissionless01:11 Intranets Lost. So Will They.02:07 FHE Beats ZK & TEEs05:12 FHE & ZK Together?06:30 Privacy on Ethereum L2s07:31 Credibly Neutral Infrastructure08:59 Shielding Assets on Ethereum09:12 Mainnet & L2 Plans10:02 T-REX $100B Partnership11:24 The $120T Opportunity12:08 T-REX Chose Public Chain13:46 Why T-REX Excites Rand14:50 What's Next for ZamaWebsite: 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

Theo Golden, Tokenization Lead at Baillie Gifford, joins The Rollup live from DeFi Day to break down why direct tokenization beats the wrapped model for institutions, how 19 financial intermediaries are collapsing to three, and more.Theo Golden is the Tokenization Lead and bond portfolio manager at Baillie Gifford, one of the UK's largest active asset managers with $300 billion AUM. 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 Baillie Gifford Explained02:07 Theo's Day-to-Day Role03:41 Same But Better Framework08:30 On-Chain vs. Off-Chain Risk09:06 First Fully Native UK Fund09:49 Wrapped vs. Direct Tokenization12:36 Transfer Agency & Books of Records13:52 Representative vs. Native Tokenization14:58 What Triggered Institutional Adoption15:51 On-Chain Compliance & Cost ROI16:25 Who Gets Disrupted Most?17:23 19 Intermediaries Become Three19:36 Banks as Tokenization Winners20:09 Crypto Native Teams to WatchWebsite: 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

Stani Kulechov joins The Rollup live from DeFi Day to reflect on the V4 announcement & break down the hub-and-spoke architecture, how Aave is positioning for RWAs and tokenized equities, the Whop integration bringing 21 million fintech users into DeFi, his vision for abundance, and more.Stani Kulechov is the founder of Aave, one of the largest and most resilient DeFi lending protocols in the world. He has been building at the forefront of DeFi since 2017 and is a leading voice on the future of onchain credit, stablecoins, and real-world assets onchain.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:14 V4 Launch Reaction01:03 Risk Architecture Explained03:05 Hub & Spoke Liquidity Model04:50 Three Risk Tiers Breakdown05:44 Bootstrapping New Use Cases06:59 Aave V4 vs. V2 & V308:35 Institutional Capital Coming Onchain12:23 RWA Pools & Collateral Strategy13:04 GHO's Role in Credit Markets14:53 Quarterly Call Highlights16:59 Whop Integration Breakdown17:39 Aave App & Consumer Abstraction19:56 Chainlink SVR Announcement21:01 What Aave Users Need To Know23:19 Permissioned vs. Permissionless25:19 Future of Public Chain RWAs26:16 Who Wins the Tokenization Race?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

David Schamis, CEO of Hyperliquid Strategies, joins us in the Tokenization Tower in NYC to break down how they raised $888M, why most other DATs are in trouble, his Hyperliquid bull & bear case, why HIP-3 changed everything, and updates from his company.David Sheamus is the CEO of Hyperliquid Strategies, the largest DAT for Hyperliquid. He is also co-founder and CIO of Atlas Merchant Capital, a private equity firm co-founded with Bob Diamond, former CEO of Barclays.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:01 What Is Hyperliquid Strategies?02:11 Why the World Needed a Hype DAT03:25 The $888M Raise Explained06:00 Why Most DATs Are Underwater07:10 How the Hyperliquod Thesis Has Evolved10:32 The War That Proved Hyperliquid12:31 24/7 Trading and Instant Settlement14:00 S&P500's Deal with Trade XYZ15:39 Commodities vs. Equities on HIP-317:08 Why Perps Beat Options for Retail19:26 What Is the TAM for Hype?22:27 DC Regulation and Jake Chervinsky25:48 Key Risks to the Thesis29:30 How David Pitches Wall Street32:21 Staking, Yield, and What's 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/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Jeff Park, CIO of ProCap Financial, joins The Rollup live from DAS New York to break down his Radical Portfolio Theory, why US Treasuries should be called the "risk full rate," the truth about private credit, and why STRK is more interesting than most people think.Jeff Park is the CIO of ProCap Financial and the creator of Radical Portfolio Theory, a framework for next-generation portfolio construction centered on Bitcoin and resistance assets. He is one of the most followed macro and Bitcoin voices in institutional finance.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:03 Breaking Down STRK03:53 Bitcoin vs. Gold in Uncertain Times05:40 Seller Exhaustion and Bitcoin's Setup06:16 The Radical Portfolio Theory Explained09:16 What the Portfolio Actually Looks Like12:35 Why Private Credit Is Left Out15:37 The Thanksgiving Turkey Analogy17:51 Is Jeff Bullish on BitTensor?18:50 Why Jeff Is Bullish on Hyper Liquid21:04 Jeff's Final TakeWebsite: 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

Frax founder Sam Kazemian joins Stabled Up to break down why the Clarity Act's yield restrictions actually benefit DeFi-native stablecoins, how Frax and Tether come out on top, and much more.Sam Kazemian is the founder of Frax Finance, the creator of the world's first fractional-algorithmic stablecoin and the Genius-compatible frxUSD. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:04 Sam on DC01:49 Yield Compromise Reaction06:30 Will Armstrong Block This?08:07 Pork & Omnibus Bills11:53 Tax-Free Yield Cards12:36 Banks Missed Genius Act14:03 Legislation vs. Guidance18:05 Tether & Frax Win21:44 Banks Holding Stablecoins24:01 Race to Distribution26:08 Investing the Stablecoin Wave27:47 Market Right on Circle?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