Podcasts about roll up

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---

This week on The Food Professor Podcast, co-hosts Michael LeBlanc and Dr. Sylvain Charlebois welcome two special guests for a wide-ranging, no-holds-barred interview: Axel Schwan, President of Tim Hortons Canada & U.S., and Duncan Fulton, Chief Corporate Officer of Restaurant Brands International (RBI). With Dunkin' Donuts announcing its return to Canada and Canadians passionately debating the future of their most iconic coffee brand, Axel and Duncan showed up ready to answer the tough questions. In a candid 40-minute conversation, Schwan and Fulton open up about Tim Hortons' "Back to Basics" strategy — the largest consumer research project in the company's history — and the quality overhaul that followed: freshly cracked eggs replacing frozen patties in breakfast sandwiches, 40% more apple in the apple fritter, more Venetian cream in the Boston cream, and the removal of artificial colours, flavours and preservatives across the menu. They share how Tim Hortons serves four million guests a day across 4,000 restaurants owned by 1,500 Canadian franchisees, why traffic is the one metric Axel watches daily, and how the brand is winning younger consumers with its Quenchers platform — including the imminent launch of Popping Quenchers — plus celebrity partnerships with Justin Bieber and Ryan Reynolds. The duo also tackles the controversy head-on: Is the wave of announcements — 400 restaurant renovations, 80 new builds, a national hiring campaign — a reaction to Dunkin's arrival? Fulton sets the record straight on the temporary foreign worker debate, noting roughly 4,000 of 110,000 restaurant team members are part of the program, and explains how AI is being deployed to improve the team member experience, from labour scheduling to order accuracy. A rapid-fire round covers everything from the biggest public misconception about Tim Hortons to the products Canadians want back, while Michael shares his own fun factoid: he helped invent Roll Up the Rim during his Dixie Cup days. But first, we start with the food and agriculture news of the week. Sobeys gets served as the Competition Bureau flexes its new Competition Act powers to investigate property controls in Canadian grocery. We break down Ottawa's newly published AI strategy and what it means for agriculture and food, where Canada's persistent data deficit threatens to undermine even the best intentions. Then, the screwworm fly resurfaces in Texas, prompting the Canadian Food Inspection Agency to take targeted action — and sending cattle futures and already-high beef prices climbing. Sylvain also reports from Delaware, where he keynoted a healthcare conference on food as medicine and discovered a surprising threat to American farmland: hundreds of AI data centres being built on fertile soil. About UsDr. Sylvain Charlebois is a Visiting Professor in Food Policy and Distribution at McGill University and a Professor in Food Distribution and Policy in the Faculty of Management at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University.Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. He is one of the world's most cited scholars in food supply chain management, food value chains and traceability with over 775 published peer-reviewed journal articles. Dr. Charlebois is also an editor for the prestigious Trends in Food Science Technology journal. He co-hosts The Food Professor podcast, discussing issues in the food, foodservice, grocery and restaurant industries and which is the most listened Canadian management podcast in Canada. Every year since 2012, he has published the now highly anticipated Canadian Food Price Report, which provides an overview of food price trends for the coming year. Furthermore, his research has been featured in several newspapers and media groups, nationally as well as internationally. He has testified on several occasions before parliamentary committees on food policy-related issues as an expert witness. He has been asked to act as an advisor on food and agricultural policies in many Canadian provinces and other countries.With extensive experience collaborating with businesses, governments, and NGOs, Dr. Charlebois combines academic rigor with practical expertise, making him one of the most influential voices in the global agri-food landscape. His work continues to advance the understanding of food systems, fostering innovation and resilience in a rapidly evolving industry. In 2025, he received the prestigious Charles III medal recognizing his tremendous work in informing Canadians about food issues. Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the National Retail Federation (NRF) as a global Top Retail Voice for 2025 and 2025, and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

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---

Benjamin Leiba raconte comment Badakan (ex- co-fondateur) a dû changer radicalement d'approche commerciale pour passer d'une vente simple à une vente B2B complexe auprès de grands comptes : cycles plus longs, interlocuteurs multiples, enjeux RH, cartographie des décideurs, sponsors et détracteurs… Un vrai changement de méthode qui a poussé les fondateurs à se faire accompagner sur la vente consultative pour mieux comprendre les besoins clients et accélérer leur croissance.Un témoignage concret sur l'importance de savoir se remettre en question, se former et adapter sa stratégie commerciale pour vendre à des clients plus complexes, à découvrir dans l'épisode complet.

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---

ROLL UP, ROLL UP! It's The Club end of Season Awards... will Player of the season be Declan Rice or Bruno Fernandes, we all know which way Adam will go!

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---

Hugo Martin raconte les limites qu'il a rencontrées en tant qu'entrepreneur autodidacte : le manque de connaissances sur certains sujets, la nécessité de progresser vite, l'usage de l'IA pour structurer ses réflexions… mais aussi une erreur de management importante : vouloir trop simplifier le travail de ses équipes en leur donnant du “clé en main”.Un retour d'expérience concret sur l'importance d'apprendre en permanence, de s'entourer des bonnes personnes et de faire participer ses équipes à la construction de l'entreprise, à découvrir dans l'épisode complet.

Ever felt like you needed a complex script or a third-party automation just to rank your records or find the 'next' item in a sequence? In this episode, we show you a much cleaner, more stable way to do it using nothing but Airtable's native Rollup and Lookup field sorting! We break down the exact formulas and structural setups needed to build dynamic leaderboards and sequential approval workflows. Whether you're managing a sales leaderboard or a multi-step landscaping route, these hacks will help you build more robust, efficient bases. Join us as we reveal the 'Utility Record' trick and show you how to master the math behind these powerful formulas.

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---

Crypto is splitting in two: Bitcoin and ETH look weak, while HYPE, ZEC, NEAR, and VVV keep breaking out. Ryan and David unpack the strange market divergence, Ethereum's crisis of faith, and whether this rally is real or false strength. ---

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---

The noose is tightening on Cuba's Communist regime that has long brutalized its people and threatened ours. According to Fox News Digital, the Justice and Treasury Departments are investigating “145 U.S. non-profits and activist groups with $1 billion in collective revenues…as part of a wider influence campaign by Cuba's communist regime and other foreign actors.” Among those subpoenaed is Code Pink co-founder Jodie Evans, the wife of a China-based billionaire named Neville Roy Singham. He's reportedly put $278 million into pro-Communist advocacy groups.  It's bad enough that such supporters of our enemies are allowed to help them undermine our security. Insult is added to serious injury that, as tax-exempt organizations, their groups are effectively subsidized by the American people.  Time to put them out of business, along with the dangerous Cuban government they slavishly support.  This is Frank Gaffney.

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---

Sébastien Venturini raconte l'un des moments les plus difficiles de son parcours de dirigeant chez Weekendesk : annoncer à ses salariés qu'il ne peut plus les payer. Seul face à son écran, après avoir envoyé un message lourd de conséquences, il s'attend à recevoir des réactions dures, de l'incompréhension, voire de la colère.Mais c'est l'inverse qui se produit.Les premiers messages arrivent : des remerciements pour sa transparence, du soutien, puis une question inattendue de la part de ses équipes : peuvent-ils continuer à travailler malgré tout, sans le mettre en difficulté légalement ?Un témoignage fort sur la solitude du dirigeant, le poids des décisions en période de crise et la puissance d'une culture d'entreprise solide, à découvrir dans l'épisode complet.

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---

Greg Brady & Eric Kam, Economics Professor at Toronto Metropolitan University discuss: 1 - Tearing down posters for missing girl new low in Toronto 2- Tim Hortons to dial back use of Temporary Foreign Worker program, aims to hire 10,000 locally 3 - Canada 'world's most attractive market for infrastructure investment', poll says Learn more about your ad choices. Visit megaphone.fm/adchoices

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---

Crypto's old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ETH may mark a new era for Ethereum and Bankless. ---

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---

Read the transcript lol…. FUTY Boyz

William Bailey raconte le pari radical qui a lancé Bolero : quitter son job, négocier une rupture conventionnelle, utiliser son CPF pour apprendre à coder et créer lui-même le premier prototype de sa plateforme. Plutôt que de tester son idée “à côté”, il choisit d'aller vite, convaincu que l'exécution et la rapidité feraient la différence.Une prise de risque fondatrice, qui le mène à rencontrer son associé Arthur Amon pendant sa formation, à construire les premières bases de Bolero et à se donner seulement quelques mois pour générer du chiffre d'affaires.Un témoignage inspirant sur le passage de l'idée à l'exécution, à découvrir dans l'épisode complet.

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---

Markets are ignoring every warning sign as stocks hit new highs, but crypto may finally have its catalyst. Ryan and David break down the CLARITY Act's key vote, Wall Street's Ethereum push, Bitcoin's $80K test, and why private AI stocks are creating chaos onchain. ---

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---

When Israel was created on this exact day 78 years ago, she didn't come with an instruction manual called “How to Build a Jewish State.” If she had, Jewish educators wouldn't be grappling today with the tensions between Israel's Jewish and democratic values, or needing conversations like this week's episode.This relevant conversation between David Bryfman and Rabbi Josh Weinberg confronts one of the most pressing questions facing Jewish educators today: How do we teach Israel at a moment when love, values, politics, and identity often feel out of sync? As students wrestle with headlines, moral complexity, and their own sense of belonging, the two discuss what it means to cultivate an informed, morally serious relationship with Israel. At a time when many educators feel uncertain about how to lead these conversations, this discussion offers a vision for what meaningful Israel education can look like now. Learn more about The Jewish Education Project at jewishedproject.orgThis episode was produced by Miranda Lapides and Dina Nusnbaum. The show's executive producers are David Bryfman, Karen Cummins, and Nessa Liben. This episode was engineered and edited by Nathan J. Vaughan of NJV Media. If you enjoyed the show, please leave us a 5-star rating and review, or even better, share it with a friend. Be sure to subscribe wherever you listen to podcasts and be the first to know when new episodes are released. To learn more about The Jewish Education Project visit jewishedproject.org where you can find links to our Jewish Educator Portal and learn more about our mission, history, and staff. We are a proud partner of UJA-Federation of New York. Send us Fan Mail

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---

Subscribe to DTC Newsletter - https://dtcnews.link/signupFull Glass Wine Co.Neha Kumar joins the podcast to break down how Full Glass Wine Co. acquired 7 DTC wine companies, integrated them under one operating system, and scaled to a $200M platform in under two years.This wasn't a “buy brands and hope” strategy. Neha explains how COVID-era DTC brands overbought inventory, ignored unit economics, and optimized for growth over profitability — creating one of the biggest acquisition opportunities in modern ecommerce.For DTC founders scaling from $5M–$50M who want to improve retention, fix unit economics, and build operational leverage across brands.Inside the episode:Why subscription models quietly broke a lot of DTC wine businesses The exact operational changes Full Glass uses to make acquisitions profitable in 60–120 days How they centralized shipping, finance, SMS, and retention while preserving each brand's identity Why retention, not acquisition, became the core growth engine The hidden downside of emailing subscription customers too often How Wink's 7M-email quiz funnel became a massive acquisition asset Why customer segmentation matters more than product assortment in brand acquisitions The “three legs of the tripod” framework for building durable DTC companies: marketing, finance, and operations Neha's “Year of Yes” mindset shift inspired by Willy Wonka that changed how she built companies Who this is for:Operators, retention marketers, DTC founders, PE-backed ecommerce brands, acquisition entrepreneurs, and anyone trying to scale profitably after the cheap-CAC era ended.What to steal:Move from monthly shipments to higher-AOV quarterly bundles to fix shipping economics Centralize infrastructure, not brand voice Treat retention like the business engine, not an afterthought Timestamps:0:00 Intro to Full Glass Wine Co2:18 Why DTC wine brands struggled after COVID6:12 How Winc collapsed from inventory overload8:05 The 3-part formula for profitable DTC brands10:05 What Full Glass looks for in acquisitions13:05 Centralizing customer service across wine brands15:02 Building brands around customer identity17:42 The Willy Wonka “year of yes” mindset21:58 What happens after acquiring a company24:45 Why subscription models don't work for wine29:12 Storytelling vs transactional retention emails32:18 How Full Glass approaches retention marketing35:05 Managing inventory and cash flow in wine37:15 Trusting intuition as an operator40:18 How Full Glass is using AI internally42:05 Are the next generation of entrepreneurs ready?45:00 What's next for Full Glass Wine CoSubscribe to DTC Newsletter - https://dtcnews.link/signupAdvertise on DTC - https://dtcnews.link/advertiseWork with Pilothouse - https://dtcnews.link/pilothouseFollow us on Instagram & Twitter - @dtcnewsletterWatch this interview on YouTube - https://dtcnews.link/video

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

Stocks and AI are ripping to new highs, and crypto is getting pulled along for the ride. Ryan and David break down whether this rally is real or too frothy, what the CLARITY Act still needs to survive, why Coinbase layoffs are colliding with billion-dollar crypto raises, and what Saylor selling Bitcoin would actually mean.

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

Ian and Aaron discuss the most harrowing experience of Aaron's life (complete with the funniest ad transition in Mostly Technical history), talk about Ian's trip to the Laravel Roadshow in NYC, and dive into what's cooking with Solo.Sponsored by InterNACHI, Honeybadger, Bento, Vask, and NativePHP UltraInterested in sponsoring Mostly Technical?  Head to https://mostlytechnical.com/sponsor to learn more.Going to Laracon?  Sign up for the Mostly Technical Pre-Party!(00:00) - The Birthday Party Incident (10:45) - He Starts Doing The Slip & Slide (21:01) - The Stuff of Legends (26:57) - More Kids = More Productive? (32:58) - Solo Is A Meta Harness (48:13) - It's Video Week! (55:06) - Laravel Roadshow Links:Native PHP: The VibesSoloSoak TestingFasterVehiklLaravel Roadshow: Dallas

Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how DeFi just bailed itself out after its biggest hack ever. ---

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Markets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum's controversial decision to freeze funds. They also explore whether AI will drive deflation or inequality, unpack a new bullish ETH thesis, and debate why the biggest risks in crypto may be building beneath the surface. ---

Markets are ripping back to all-time highs, but crypto still isn't following suit. Ryan and David break down the V-shaped recovery driven by Iran de-escalation, why Bitcoin is still stuck in range, and the growing bull vs bear divide across macro and onchain data. They also unpack Saylor's STRC “money printer,” the World Liberty DeFi controversy, and the SEC's surprise ruling that just gave DeFi a major win. Plus: the Bitcoin community's plan to freeze Satoshi's coins and what it means for the future of the network. ---