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Diego Perez de Ayala: Wall Street Is Going Onchain (Frictionless)
4 november 2026 · 33 min
Diego Perez de Ayala says the industry chased the wrong bet for years, and the trillions are in rebuilding the financial system itself. Lees meer
Diego, known as Solana Legend, joins Andy and Rob live from the Empire State Building to lay out the thesis behind Frictionless. They talk about why the nouns of Wall Street are already onchain but its verbs are still early, the race to get licensed before the regulatory window shuts, and why tokenization today looks like stablecoins in 2014. He also covers the incumbents' Kodak dilemma, why chains that ignore capital markets won't survive, and what could justify trillion-dollar layer ones.
Diego Perez de Ayala, known as Solana Legend, is Co-Founder of Frictionless, backing onchain trading and capital markets infrastructure including Backpack and Titan.
Finance is being rewritten on the internet, and only one in twenty of its functions has been built.
Timestamps:
00:00 Intro
01:21 Web 3.0 Narrative Proved Largely False
04:08 Funding The Verbs Not The Nouns
06:10 Licenses Race Before The Window Shuts
10:24 Tokenization Looks Like 2014 Before Tether
13:00 How Wall Street Actually Comes Onchain
15:26 Companies Earning A Billion A Month
17:27 Incumbents Face The Kodak Dilemma
21:29 Missing 24/7 Trading Is A Scam
23:47 Chains Ignoring Capital Markets Are Cooked
26:18 Do Layer Ones Justify Trillion Valuations
30:10 Return Dispersion Lets Investors Outperform
32:30 One Out Of Twenty Verbs Built
Guest Socials:
Diego Perez de Ayala X: https://x.com/SolanaLegend
Frictionless X: https://x.com/FrictionlessVC
Frictionless Website: https://frictionless.capital/
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
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Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions …
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Kristen Mierzwa: The Russell Is Going Onchain 24/7 (Insider Take)
3 november 2026 · 21 min
Kristen Mierzwa says every big traditional asset class now wants what digital assets have had all along: 24/7 markets. FTSE Russell has priced digital assets around the clock since 2019, and now it's working on taking equities, fixed income, commodities and more to 24/7 too. Lees meer
Live from Link:NYC in Hudson Yards, FTSE Russell's Head of Digital Assets explains how Hyperliquid's weekend oil trading changed the conversation, why index providers and exchanges need to be the trusted source of price for 24/7 markets, and how the Russell indices are already going onchain, from OTC swaps on the Canton Network on the Russell 2000 to the DTCC tokenizing constituents of the Russell 1000. She breaks down why demand for 24/7 trading is coming from outside the US, why FTSE Russell is expanding its stablecoin coverage from 12 to 95 and pricing from decentralized exchanges, and how tokenization lets one product hold Bitcoin, gold, silver and the biggest tech stocks side by side. She also explains why believing in tokenization means believing in the layer ones it runs on.
Kristen Mierzwa is Head of Digital Assets at FTSE Russell, an LSEG business.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
03:04 Every Asset Class Is Going 24/7
07:45 How The Russell Indices Go Onchain
10:52 24/7 Demand Is Coming From Outside The US
14:07 Stablecoin Coverage Grows From 12 To 95
17:21 Trillions In Index Assets Can Come Onchain
20:24 Tokenization Runs On Layer Ones
Guest Socials:
Kristen Mierzwa LinkedIn: https://www.linkedin.com/in/kristen-mierzwa
FTSE Russell X: https://x.com/FTSERussell
FTSE Russell Website: https://www.lseg.com/en/ftse-russell
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
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Jeremy Schwartz: Today Is Nothing Like The 2000 Tech Bubble
2 november 2026 · 35 min
Jeremy Schwartz says today is nothing like 2000. The expanded tech sector trades around a 22 forward P/E, Tesla is the only big stock priced like the dot-com era, and for public market investors there's no real bubble. If anything, he says, AI adoption hasn't even reached the national anthem. Lees meer
On Convergence, our series with WisdomTree, WisdomTree's Global Chief Investment Officer explains why markets are climbing a wall of worry with reasonable valuations, why he doesn't see a dramatic Fed hiking cycle, and how people across his firm built around 60 apps in five months by vibe coding, which makes him want more people using these tools, not fewer. He breaks down WisdomTree's push into tokenization, from tokenized gold to a tokenized money market fund that can now trade 24/7, and why tokenized ETFs are coming as the SEC pushes progress forward. He also previews the new collaboration with Return Stacked ETFs and explains why a few percent in Bitcoin makes sense as a diversifier in multi-asset portfolios.
Jeremy Schwartz is Global Chief Investment Officer at WisdomTree and co-author of Stocks for the Long Run with Professor Jeremy Siegel.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
04:16 Today Is Nothing Like 2000
07:25 AI Is Still In The Earliest Innings
12:03 Vibe Coding 60 Apps In Five Months
18:36 From Gold To Tokenized Gold
24:39 Tokenization Is Coming For Your Checking Account
32:25 Tokenized ETFs Are Coming
Guest Socials:
Jeremy Schwartz X: https://x.com/JeremyDSchwartz
WisdomTree X: https://x.com/WisdomTreeFunds
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
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Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic En…
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James Seyffart: Tokenization Is Still So Early, We're In The Second Inning
1 november 2026 · 19 min
James Seyffart says we are so early in the tokenization build-out, like the second inning. Tokenized stocks are ramping aggressively, following the same path stablecoins took a few years ago, and the total addressable market is absolutely massive. Lees meer
Live from Link:NYC in Hudson Yards, Bloomberg Intelligence's senior research analyst explains why the DTCC's tokenization service and the biggest banks and broker-dealers testing onchain rails are only just getting started, and why he expects most stuff to be tokenized in 10 to 15 years, often without investors even noticing. He breaks down why tokenized ETFs and tokenized stocks are two bridges between TradFi and DeFi that will eventually merge, how skeptics at Bloomberg went from dismissing blockchain to quoting Hyperliquid and Polymarket prices, and why Zcash has become one of the most talked-about assets among institutional clients. He also lays out why he thinks Bitcoin reaches $10 trillion by the end of the decade.
James Seyffart is a Senior Research Analyst at Bloomberg Intelligence.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
03:35 Tokenization Is Only Just Getting Started
07:18 Bloomberg Skeptics Now Quote Hyperliquid
13:09 Institutions Are Intrigued By Zcash
17:31 Bitcoin Is Heading To $10 Trillion
Guest Socials:
James Seyffart X: https://x.com/JSeyff
Bloomberg Intelligence X: https://x.com/BBGIntelligence
Bloomberg Intelligence Website: https://www.bloomberg.com/
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
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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/
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𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁…
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Sergey Nazarov: Tokenization Will 10x The Money Coming Onchain
31 oktober 2026 · 27 min
Sergey Nazarov says the whole industry only keeps succeeding if net new money keeps coming onchain, and now the job is to 10x that money. The way to do it, he says, is to use tokenization to build financial products that are better than their traditional versions. Lees meer
Live from Link:NYC in Hudson Yards, the Chainlink co-founder explains why Chainlink has grown from an oracle into a collection of tools and full solutions, from a custody product already adopted by Anchorage to securities and cash lending across DeFi and TradFi, and why that makes it as hard to describe as Amazon Web Services. He breaks down why 24/7 markets need 24/7 data, what connecting the DTCC's collateral app chain to the Swift ledger would unlock, and why the really huge volume will come from cross-border flows, with capital in places like Dubai and Singapore finally able to reach US assets. He also previews, for the first time, a new Chainlink solution built for AI agents to use DeFi, securities lending and real-world assets.
Sergey Nazarov is the Co-Founder of Chainlink.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
04:15 Chainlink Is The AWS Of Onchain Finance
07:25 Tokenized Assets Must Beat TradFi
10:32 What Connecting Swift And DTCC Unlocks
13:42 The Huge Volume Will Be International
17:32 Global Distribution Needs Tokenization
20:54 Chainlink Is Building For AI Agents
25:27 Tokenization Will 10x The Money Onchain
Guest Socials:
Sergey Nazarov X: https://x.com/SergeyNazarov
Chainlink X: https://x.com/chainlink
Chainlink Website: https://chain.link/
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
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Zama is an open source cryptography company that builds state-of-the-art Fully Homomorph…
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Jim Ferraioli: Tokenization Is Now The Wall Street Consensus
30 oktober 2026 · 16 min
Jim Ferraioli believes Wall Street's move on-chain has finally arrived, and that this cycle is unlike any before it. Lees meer
In this episode, Rob sits down with Jim, Head of Crypto Research at Charles Schwab, to talk about the institutional shift in digital assets. They cover why this cycle is different, how Schwab approaches research as a firm that doesn't issue tokens, and the pushback against tokenized equities. They also discuss Schwab's spot trading launch, why demand for tokenization comes from inside the institutions rather than from clients, and why regulatory clarity is still the biggest hurdle to full adoption.
Jim Ferraioli is Head of Crypto Research at Charles Schwab, where he brings a fundamental equities approach to analyzing blockchains and digital assets.
The walls between traditional finance and digital assets are coming down, and the next wave of innovation is just getting started.
Timestamps:
00:00 Intro
01:44 Bitcoin Halving Cycle Isn't Dead
03:44 Different Ways To Research Digital Assets
06:32 Full-Page Ad Against Tokenized Shares
08:37 Shareholders Won't Care If It's Tokenized
11:27 Spot Trading Already Live For Clients
13:29 Corporate America Wants Proof Of Demand
15:29 Regulators Could Change In Two Years
17:30 Excited For New Areas Of Innovation
Guest Socials:
Jim Ferraioli X: https://x.com/jimferraioli
Charles Schwab X: https://x.com/CharlesSchwab
Charles Schwab Website: https://www.aboutschwab.com/
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
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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/
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𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝘀𝘀𝗲𝘁 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽…
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Matt Hougan & Ryan Rasmussen: The Next Bull Run Is Already Here (There Are No Sellers Left)
29 oktober 2026 · 29 min
Matt Hougan and Ryan Rasmussen say the money that was going to leave digital assets already left, and once the Anthropic IPO passes, the floodgates could open for capital rotating into the next big thing: tokenization and stablecoins. Lees meer
Live from The Bridge by The Tie in New York City, Bitwise's CIO and Head of Research explain why short-term shocks from the Fed, the election and the AI trade are hiding what Hougan calls a long-term, extraordinarily great setup, driven by 300,000 financial advisors finally making a 2% allocation and regulation like the GENIUS Act still working its way through. They break down why there are no more sellers left, why digital assets look remarkably undervalued next to other categories, and why stablecoins, tokenization and perps are taking off at exactly the right time, with the regulation, the institutional adoption and the access all in place. They also explain why bad builders can no longer ride the beta, and why fundamental buyers stepping in should mean fewer 90% drawdowns for real projects with real revenue.
Matt Hougan is Chief Investment Officer at Bitwise. Ryan Rasmussen is Head of Research at Bitwise.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:16 Why Pessimism Feels So Natural Right Now
04:09 When AI Capital Rotates Into Digital Assets
07:03 All The Sellers Already Left The Market
11:07 BlackRock And SEC Changed Everything For Bitcoin
13:11 Perps Stablecoins And Tokenization Are The Big Three
16:00 Think In Network Ownership Not Just Price
19:32 Zcash Could Reach One-Tenth Of Bitcoin
22:13 Easier To Invest Harder To Build Today
24:13 Fundamentals Create Buyers When Prices Dip
26:02 Everyone Said Perps Were Done After BitMEX
28:02 Consensus Winners Still Have Room To RunGuest Socials:
Matt Hougan X: https://x.com/Matt_Hougan
Ryan Rasmussen X: https://x.com/RasterlyRock
Bitwise X: https://x.com/BitwisePartners:
Space and… -
Arush Sehgal: Tokenized Clearing Is The Next Big Unlock (Full Interview)
28 oktober 2026 · 41 min
Arush Sehgal joins us for an insider look at the clearing breakthrough that could change how every tokenized asset trades. Lees meer
Alpaca's Head of Digital Assets explains why the Instant Tokenization Network (ITN) has become essential infrastructure for tokenized equities, with over $5 billion in flows cleared in its first year. He breaks down the shift from tokenized custody to tokenized clearing, why post-trade settlement and multilateral netting matter, and what's live today versus coming next.
Arush Sehgal is Head of Digital Assets at Alpaca and co-founder of the Instant Tokenization Network.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:03 ITN Hit $5B In Flows Already
05:21 Why Tokenized Spot Is Harder Than Perps
07:24 TradFi Market Makers Cannot Naked Short
09:13 Multimodal Equities Era Has Begun
11:46 Transfer Agent Is The Source Of Truth
13:53 Token Is The Share Is A False Narrative
17:29 AMC Weekend Price Dislocation Explained
19:35 Market Makers Beg For Weekend Minting
23:37 Multilateral Clearing The Next Frontier
28:53 NSCC Clears 4.6 Quadrillion Annually
30:02 Digital Assets Operates On Debit Cards
33:09 Retail Gets ITN Access Via Facilitating AP
36:03 Banks Forced Into 24/7 By Their Executives
38:07 OKX Partners With NYSE Parent On 24/7
Guest Socials:
Arush X: https://x.com/arush
Alpaca X: https://x.com/AlpacaHQ
Alpaca Website: https://alpaca.markets/
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
---
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/
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𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 …
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CZ: Why Tokenization Will Open U.S. Markets To The Rest Of The World
27 oktober 2026 · 7 min
CZ joins us in NYC the same morning he rang the Nasdaq opening bell, with a clear message: tokenization is how the rest of the world gets access to U.S. markets. Lees meer
Most people outside the U.S. can't open a U.S. brokerage account, and many who can are stuck with trading hours from midnight to 6 a.m. CZ explains why putting stocks onchain opens that liquidity to everyone, 24/7, and why it works in reverse for companies stuck in thin local markets. He also covers BNB Chain leading on tokenized real-world assets, why tokenizing gold, rare earths and other natural resources can finally give them liquidity, his take on the pushback from listed companies, and why traditional finance and onchain finance are becoming one industry.
Changpeng Zhao (CZ) is one of the most influential builders in digital assets. He joined The Rollup right after ringing the Nasdaq opening bell for BNB Standard Corporation.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
00:10 CZ Feeling Good After Ringing NASDAQ Bell
00:21 BNB Chain Dominating Tokenized Assets
01:46 World Needs Access To Onchain Liquidity
02:50 Exporting U.S. Capital Markets
04:12 CZ's Take On Tokenization Pushback
05:37 Future Of Onchain Finance In The USA
Guest Socials:
CZ X: https://x.com/cz_binance
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
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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/
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𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝘀𝘀𝗲𝘁 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀:
Website: https://therollup.co/…
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Tarun Chitra: Quantum Money Is The Next Frontier For Digital Assets (Full Interview)
26 oktober 2026 · 23 min
Tarun Chitra says the future of money will be built to survive even if all of today's cryptography breaks. In this conversation, he explains why Ethereum works as a cryptographic safety net, and why the world computer was always a flawed idea. He also walks through how quantum money uses the no-cloning theorem to prevent double spends. From there he looks at where things go once compute is no longer the product, and what AI agents mean for digital assets. Lees meer
Tarun Chitra is the founder and CEO of Gauntlet.
The next era of digital assets is closer than it looks.
Timestamps:
00:00 Intro
02:17 Ethereum As Cryptographic Safety Net
04:20 World Computer Was Always A Flawed Idea
06:49 Temporary Execution Environments Made On Demand
09:59 No Cloning Theorem Prevents Double Spend
11:39 Quantum Money Goes Beyond Vitalik's Paper
13:25 Puck Moves To Quantum Money After Bitcoin Breaks
16:23 Post-Economic Life In Digital Assets
19:38 AI Agent Full Ported Into A Dog Coin
22:34 Compute Is No Longer The Product
Guest Socials:
Tarun Chitra Socials: https://x.com/tarunchitra
Gauntlet Website: https://www.gauntlet.xyz/
Gauntlet Socials: https://x.com/gauntlet_xyz
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
---
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/
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𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝘀𝘀𝗲𝘁𝘀 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀:
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://x.com/robbiekl…
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Illia Polosukhin, Alex & Anton: Why Confidential AI Is The Next Big Shift
24 oktober 2026 · 55 min
Illia Polosukhin, Alex and Anton say the future of AI and finance is confidential and user-owned, and they think NEAR is set to lead it. In this conversation, the NEAR team explains why privacy has become a business requirement, and why open-weight models are quickly gaining ground. They also cover how NEAR hosts third-party models confidentially, and why AI agents need NEAR for reputation and civil resistance. Along the way they discuss quantum readiness, how Google built a manipulation engine, and what it takes to build a full agent economy.Illia Polosukhin is the co-founder of NEAR. Alex and Anton are part of the core NEAR team.The agentic future is being built right now.Timestamps:00:00 Intro01:14 Finance And AI Must Be Confidential By Default03:09 Zcash Led The Privacy Wave For Business07:38 Blockchain Is Finally On Par With Modern Banks11:07 NEAR Is Better Positioned Than Bitcoin For Quantum13:28 Anton Pushes Back On Justin Drake's Message17:22 Privacy Is Important For AI Not Just Finance21:46 Open Weight Models Flipped Usage In Three Months25:54 NEAR Hosting Third-Party Models Confidentially29:02 Transformation Takes Time Just Like Seatbelts34:27 Google Built A Manipulation Engine And AI Is Worse38:56 From Black Mirror To Reflective Mirror41:37 Bitcoin Proved You Can Align Capitalism With Public Good43:39 One Frontend Engineer Could Manipulate A Billion Minds46:30 Free User AI Still Needs A Business Model49:37 Agents Need NEAR For Civil Resistance And Reputation52:15 NEAR Builds The Full Agent Economy CradleGuest SocialsIllia Polosukhin X: https://x.com/ilblackdragonAlex X: https://x.com/AlexAuroraDevNEAR X: https://x.com/NEARProtocolPartners: Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homo… Lees meer
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Sandy Kaul: The First Institutional Bull Run Has Begun (Strong Hands Now)
21 oktober 2026 · 19 min
Institutions are extremely underexposed to digital assets, and Sandy Kaul says this quiet market is exactly the time to position. Tokenizing since April 2021, Franklin Templeton is just over $3 billion onchain, aiming for well over $5 billion by year end and two to three times that by next year. She explains why your wallet becomes your interface to the world with AI agents running it, why the weak hands are already gone, and how event-based KYC unlocks $150 trillion in global assets. Lees meer
Sandy Kaul is the Head of Digital Assets and Innovation at Franklin Templeton. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:29 Bear Market Was The Best Time To Build
02:54 Wallet Becomes Your Interface To The World
04:30 Franklin Templeton $3B Onchain North Star
06:16 Franklin Templeton Tokenizing Since April 2021
08:29 Quiet Markets Are The Best Entry Points
10:31 Three Sectors About To Compound Exponentially
13:50 BlackRock Fidelity Franklin All Plug Into One Network
Guest Socials
Franklin Templeton X: https://x.com/FTDA_US
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
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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/
---
𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝘀𝘀𝗲𝘁𝘀 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀:
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://x.com/robbieklages
Follow Andy on X: https://x.com/andy…
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Alex Cutler: Spot Exchanges Are The Biggest Opportunity In Crypto (Trillions Incoming)
19 oktober 2026 · 20 min
Alex Cutler says spot exchanges are the single biggest opportunity onchain, and Aero is built to take the lion's share. Lees meer
Alex breaks down the launch of the all new Aero across Base, Optimism, Arbitrum, Robinhood Chain and Ethereum mainnet, and why he sees it as the onchain NYSE to Hyperliquid's onchain CME. He also explains how better rewards for liquidity providers won Optimism and Base, why market makers have been asking Aero to expand, and how tokenized stocks and FX grow the whole spot market.
Alexander Cutler is the Co-Founder of Aerodrome.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
03:03 The Onchain NYSE
06:03 Number One Spot Revenue
09:18 Liquidity Wins Everything
13:10 Market Makers Asked Us
17:08 Winner Take Most Markets
Guest Socials
Alex Cutler X: https://x.com/wagmiAlexander
Aero X: https://x.com/aeroxyz
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
---
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/
---
𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝘀𝘀𝗲𝘁𝘀 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀:
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://x.com/robbieklages
Follow Andy on X: https://x.com/andyyy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://goodidea.ventures
𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭…
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Sam Kazemian: The Neobank App Store Era Is Here
19 oktober 2026 · 18 min
Sam Kazemian maps out why the next wave of stablecoin products will look nothing like today's consumer cards. Lees meer
From Token 2049 DAS Asia, Sam walks through FraxNet as a neobank app store, why businesses want direct custody and credit on regulated stablecoins, and how a Frax DeFi card can reuse KYC across Aave, EtherFi, and more without starting from zero. He also argues FraxUSD's issuer relationships put Frax in position to power agent-style wallets that hold permissions once and move across venues.
Sam Kazemian is the Founder and CEO of Frax, the team behind FraxUSD and the FraxNet neobank platform.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:42 OpenUSD Frax Is A Consortium Member
03:11 FraxNet Becomes A Neobank App Store
05:00 Businesses Want To Go Beyond Visa Rails
07:07 FraxNet Deposits Directly Into Aave
09:11 One KYC For Every Chain And Venue
13:56 FraxNet Is The Apple Wallet For Finance
15:57 Midas Adds FraxUSD As Subscription Asset
17:32 Sam's Q4 Market Outlook
Guest Socials
Sam Kazemian X: https://x.com/samkazemian
Frax X: https://x.com/fraxfinance
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
---
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/
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𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝘀𝘀𝗲𝘁𝘀 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀:
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://x…
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Avalon Ingram: Banks Are Done Experimenting With Tokenization
16 oktober 2026 · 24 min
Avalon Ingram says institutional adoption of tokenization is no longer a question, and Swift's live ledger is the proof. Lees meer
Swift's blockchain-based shared ledger went live nine months after its announcement, with 17 banks transacting real tokenized commercial bank money. Avalon explains why Swift sees this as a necessary upgrade to the plumbing of global finance, how decoupling payment execution from settlement unlocks liquidity for banks and corporate treasurers, and why stablecoins and tokenized deposits will coexist in a hybrid world. She also covers why Asia has been ahead, what onchain settlement venues are needed for 24/7 markets, and how the network grows from 17 banks to thousands.
Avalon Ingram is the Digital Assets Business Lead at Swift.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
00:36 Swift Ledger Live With 17 Banks
02:27 Swift Message Cannot Move A Digital Asset
04:15 Idle Capital Finally Gets Unlocked
06:17 Asia Already Ahead On Payments
10:05 Stablecoins Vs Tokenized Deposits Explained
12:34 Stablecoins And Deposits Not Competing
14:36 Swift Is An Interbank Liability Registry
17:35 24/7 Settlement Still The Missing Piece
20:27 From 17 Banks To 17,000
23:15 Perfect Storm Of Adoption Coming Soon
Guest Socials:
Avalon:
Swift X:https://x.com/swiftcommunity
Swift Website: https://www.swift.com/
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
---
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/
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𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝘀𝘀𝗲𝘁𝘀 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰…
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Dan Romero: How Stablecoin Growth Is Setting The Stage For An Explosive Bull Market (Bull Case)
15 oktober 2026 · 47 min
Dan Romero joins The Rollup for an insider look at how stablecoins are about to power the next era of global payments. Lees meer
Dan explains why the Genius Act opened the door for banks, enterprises, and payment giants to lean into stablecoins, and how Tempo's purpose-built chain, private zones, and agentic payments are built for that moment. He also shares his view on decentralization, new social experiences, and why builders can now ship almost anything they can imagine.
Dan Romero is Head of Go-To-Market at Tempo, the layer one built for stablecoin payments, and co-founder of Farcaster.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:29 Genius Act Created The Barbell
05:13 Anyone With A Smartphone Gets US Treasury Rate
07:32 Stablecoins Get Rerated For Global TAM
09:11 Post-Genius The Landscape Shifted Dramatically
11:20 Banks Were Off-Sides On Genius
14:42 Capital Flight Risk Is Overblown
15:33 Tempo Zones Privacy Layer Announced
17:09 Enterprises Shocked Blockchains Are Public
19:48 Corporate Intranet Analogy For Tempo Zones
21:13 Tempo Six Month Mainnet Update
27:05 Three Categories Of Stablecoin Adopters
29:35 Open USD Misconceptions Addressed
31:33 Four Characteristics Of Blockchains Explained
35:22 Decentralization Is A Function Of Competition
37:06 Is Decentralized Social Media Dead
42:11 Streaming Payroll Every Second Is Possible
44:07 Meta Neobank Moves Money To Highest Yield
Guest Socials
Dan Romero X: https://x.com/dwr
Tempo X: https://x.com/tempo
Tempo Website: https://tempo.xyz/
Partners:
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solut…
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Krista Lynch: Wall Street Is Going All In On Digital Assets (Insider Take)
14 oktober 2026 · 17 min
Krista Lynch says financial advisors have gone from dodging Grayscale's calls to flooding its inbox, and the firm just filed to tokenize two new products. The Grayscale executive explains why in-kind creations are catching on with crypto natives, what the tax and estate benefits are, how she thinks about the $100 million size advisors look for, and why Zcash is resonating as AI-resistant money. Lees meer
Krista Lynch is Head of Trading and Capital Markets at Grayscale Investments, with years of experience in the ETF primary market, including fixed income ETFs, before moving into crypto.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
00:00 Intro
02:01 Zcash ETF In-Kind Transactions Explained
04:08 Tax Planning And Succession Via ETF
06:13 Re-Tokenizing Back Onchain From An ETF
08:14 Covered Call Yield Funds Filed By Grayscale
10:33 Advisors Now Inundate Grayscale With Questions
12:30 How Much Of The FA Landscape Is Left
14:20 Zcash Is AI Resistant Money
15:01 Grayscale Hires Head Of Onchain Asset Management
16:22 Tinkering Is The Only Way To Find What Works
17:04 Institutional Bull Market Turns Into A Broad One
Guest Socials:
Krista Lynch X: https://x.com/Krista_Lynch_
Grayscale X: https://x.com/Grayscale
Grayscale Website: https://www.grayscale.com/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
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Space and Time is providing verifiable data infras…
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Arthur Hayes: The Biggest Bull Run Of Your Life Is Just Starting (Full Thesis)
12 oktober 2026 · 1 uur 2 min
Arthur Hayes says US commercial bank balance sheets are up roughly $200 billion and every Fed hike pushes billions more into financial assets like crypto. Lees meer
Arthur explains why France is the catalyst that forces the next big wave of liquidity. He also dives into the Citrinie why AI agents are the story that re-rates the DeFi protocols still standing since 2020, and why his fund trades everything else to buy more Bitcoin.
Arthur Hayes is the CIO of Maelstrom and co-founder of BitMEX, joining us live at TOKEN2049 Singapore. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:21 Hunting For Busted Charts
06:28 The Citrini Report
09:12 Why Alts Disappointed
14:22 The Barbell Portfolio
16:39 Quantum And Address Hygiene
19:06 Zcash As Privacy Hedge
22:45 Sovereign Debt Hunger Games
27:00 Rate Hikes Pump Bitcoin
30:54 Banks Are Printing Now
35:47 Stablecoins Export The Dollar
41:06 France Is The Catalyst
43:52 The Quarterly Refunding Announcement
46:49 Watches, Ferraris And Skiing
53:00 How Much Is Enough
56:01 Is The Ethos Gone
60:39 The FLOP Thesis
Guest Socials:
Arthur Hayes:
X - https://x.com/cryptohayes
Web - https://www.cryptohayes.com
Substack - https://cryptohayes.substack.com/
LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/
Instagram - https://www.instagram.com/cryptohayes/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via A…
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Illia Polosukhin: NEAR Is Ready For The Quantum Era (Full Thesis)
12 oktober 2026 · 12 min
Illia Polosukhin joins us for a session at TOKEN2049 Singapore and explains why NEAR is one of the biggest opportunities in digital assets today. Lees meer
He says it was designed with quantum computing in mind back in 2018, and anyone can now upgrade their account to post-quantum keys without moving a single asset. The NEAR co-founder explains how NEAR Intents is becoming a market of markets that aggregates crypto venues and now stocks, why he thinks the zero-sum layer one mindset is broken, and how a NEAR account can hold assets across Ethereum, Bitcoin and other chains. He also explains his vision for the endgame of NEAR and what the future look is for agentic finance onchain, on NEAR.
Illia Polosukhin is the Co-Founder and CEO of NEAR Protocol and NEAR AI, and a co-author of the “Attention Is All You Need” paper that introduced the transformer architecture.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
00:00 Intro
01:09 NEAR Is Ethereum, Zcash Is Bitcoin?
02:43 Build A Base On Mars Through NEAR
04:18 NEAR Now Aggregates Nasdaq & Equities
07:12 Borrow Against Perps Positions On NEAR(dot)com
08:29 NEAR Designed For Quantum In 2018
10:03 One Button To Go Post-Quantum Now
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Keone Hon: Wall Street And Degens Are Both Coming To Monad (Here Is Why)
10 oktober 2026 · 8 min
Everyone wants good execution and access to the best opportunities and Keone Hon says that's why there's no real contradiction between Monad's consumer culture and its institutional liquidity push. He explains why the network effects are only now starting to compound from both directions, why building from scratch over a longer development cycle left them with foundations the core team knows cold, and what that unlocks next: solving MEV and squaring the apparent contradiction between privacy and composability. Ten months into mainnet, his biggest lesson is that speed is everything. Lees meer
Keone Hon is the Co-Founder of Monad.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:30 Monad Needs Both Sides Of The Barbell
03:45 Keone Refused To Cut Corners From Day One
05:23 Privacy And Composability Cannot Coexist Yet
06:07 Speed Is Everything Lesson From Mainnet
Guest Socials:
Keone Hon X: https://x.com/keoneHD
Monad X: https://x.com/monad
Monad Website: https://app.monad.xyz/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
---
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
---
Zama is an open source cryptography company that builds state-of-the-ar…
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Seth Ginns & Anthony Pecore: Why Liquid Assets Win The Tokenization Super Cycle (Full Breakdown)
9 oktober 2026 · 20 min
Seth Ginns says the market has the tokenization trade backwards: pre-IPO equities are the exciting story, but assets that already trade with deep liquidity, like equities and treasuries, benefit most from 24/7 markets. He and Anthony Pecore of the Franklin Crypto team also talk through the "odd looks" they got launching Benji, why tokenized money market funds are now table stakes, how equities could be split into separate profit pools, and why they think assets will one day live in wallets instead of accounts. Lees meer
Anthony Pecore is SVP and Director of Digital Asset Management at Franklin Templeton, where he has helped lead its on-chain fund efforts, including the tokenized money market fund Benji, live since 2021. Seth Ginns is CIO at Franklin Crypto and was an equities investor for 18 years before launching a liquid crypto fund in 2020.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
00:00 Intro
02:06 Institutions Want Real Businesses Not Meme Coins
04:13 Benji Tokenized Money Market Fund Since 2021
06:13 Tokenization Path To Nowhere Is Dead
08:14 Tokenization Starts With Assets Not Apps
10:33 Value Creation Vs Value Capture Debate
13:21 Bet On H100s Short Blackwells Via Tokens
15:27 Autonomous Management Of Capital Explained
17:28 Franklin's 7 Year Asset Management Vision
18:52 AI And Digital Assets Are Complementary Technologies
19:13 The Financial Singularity Has Arrived
Guest Socials:
Seth Ginns X: https://x.com/sethginns
Franklin Templeton X: https://x.com/FTDA_US
Franklin Templeton Website: https://www.franklintempleton.com/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, s…
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TJ Miller & Jordan Jefferson: Dogecoin Is The Currency Of Mars (Never Bet Against Elon)
8 oktober 2026 · 15 min
Never bet against Elon. Jordan Jefferson says if you can't see us getting to Mars, you're not going to make it, and Dogecoin ends up the currency when we do. He breaks down the DogeOS public testnet going live, shuts down the conspiracy that Elon is pumping Doge, and argues the only memecoin still in the hands of the people might just melt faces and take the whole industry. TJ Miller plays jester throughout, explaining why he roasts a different crypto figure at every conference and what it says about an ecosystem this allergic to laughing at itself. Lees meer
Jordan Jefferson is the CEO of MyDoge Wallet. TJ Miller is a beloved comedian and actor.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
02:35 The Interplanetary Economy Thesis
04:52 How Close Is Elon Really
07:31 The Funniest Outcome Wins
08:56 Why Crypto Is So Self-Serious
10:05 Why He Roasts Crypto Celebrities
12:55 You Have To Understand It To Joke About It
Guest Socials:
TJ Miller X: https://x.com/nottjmiller
Jordan Jefferson X: https://x.com/MyDogeCEO
DogeOS X: https://x.com/DogeOS
DogeOS Website: https://www.dogeos.com/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
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Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized…
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Dinari: Confirming Asset-Settled Perps On U.S. Equities (The Full Story)
7 oktober 2026 · 14 min
Gabriel Otte says the SEC's tokenization innovation exemption is so close to Dinari's own model that he couldn't have written it better himself. The Dinari co-founder explains why he was surprised the SEC cut out synthetics entirely, how the exemption opens the door to ticker-to-ticker swaps and asset-settled perps on US equities, and why he believes transfer agent modernization helps rather than threatens his business. Lees meer
Gabriel Otte is Co-Founder and CEO of Dinari, a FINRA-registered broker-dealer and transfer agent that has tokenized the S&P 500 and hundreds of other US assets.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
00:00 Intro
01:04 SEC Exemption Written For Dinari
02:36 60 Days To Shape The Future Of Stocks
04:08 Apple To Nvidia Direct Swap Is Now Possible
05:30 SEC Is Not Bringing Back Bearer Bonds
07:45 Tokenized Deposits Can Earn Yield
09:45 Transfer Agent Modernization Breakdown
12:08 Higher Monetary Velocity For Tokenized Assets
13:49 SEC Backs Tokenize Without Taking Rights Away
Guest Socials:
Gabriel Otte X: https://x.com/GabeOtte
Dinari X: https://x.com/DinariGlobal
Dinari Website: https://dinari.com/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
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Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols…
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Matt Hougan & Sal Ternullo: NEAR Is One Of The Best Positioned Assets In Crypto
6 oktober 2026 · 35 min
With 130% dispersion between the best and worst of the top 20 assets over 30 days, Matt Hougan calls that the healthiest signal digital assets has produced in a decade, because it means fundamentals finally drive price. He says the bottom was June, the bull market has started, and the next leg comes from wire house advisors allocating in Q4. Sal Ternullo walks through why Near was mispriced against its intents revenue, the inflation reduction proposal taking emissions from 2.5% to 1.6%, and why the real repricing comes when the AI fee switch flips. They also get into Bitwise's new NRR ETF, 24/7 markets, and why virtual cards won't slow stablecoins down. Lees meer
Matt Hougan is the Chief Investment Officer at Bitwise. Sal Ternullo is the CEO of SVRN.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:08 NEAR Intents Revenue Finally Repriced
04:16 Bitwise Was Eyeing NEAR For A While
06:13 Bitwise Brings NEAR To Every Brokerage
08:14 Staking Yield Accrues To Shareholders Automatically
10:33 Not All Digital Assets Are Created Equal
14:55 NEAR Is The AI Call Option Thesis
18:14 Sovereign And Bitwise Are Not Competing
22:09 Institutional Demand Is Just Beginning
26:14 24/7 Markets Need Agentic Infrastructure
30:33 Banks Cannot Staff Saturday Night Risk
32:53 Agents Will Monitor When Humans Sleep
Guest Socials:
Matt Hougan X: https://x.com/Matt_Hougan
Bitwise X: https://x.com/Bitwise
Bitwise Website: https://bitwiseinvestments.com/
Sal Ternullo X: https://x.com/sal_ternullo
SVRN X: https://x.com/svrn_ai
SVRN Website: https://svrn.net/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liqu…
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Tom Zschach: The Swift Ledger Is Live And Banks Are Already Using It (Faster Than Anyone Expected)
5 oktober 2026 · 14 min
Three years ago nobody at Swift was thinking about carrying a token across the network and now the ledger is live and banks are settling cross-border payments with their own deposit tokens. Tom Zschach, who was CIO through that shift, cuts through what he says is widespread confusion: the Swift ledger doesn't do settlement, doesn't hold custody, and doesn't issue tokens. It orchestrates the transaction, and the member banks decide where settlement lands. He also confirms the rumors: big announcements are coming at Money 2020. Lees meer
Tom Zschach is the former Chief Innovation Officer at Swift.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:39 Unpacking The Swift Ledger
04:38 Banks Get Another Option
06:11 It's Just Finance Now
07:57 Separating Fact From Fiction
10:25 What The Ledger Actually Does
11:53 Why Partnerships Decide This
13:32 The Rumors Are True
Guest Socials:
Tom Zschach X: https://x.com/TomZschach
Chainlink X: https://x.com/chainlink
Chainlink Website: https://chain.link/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
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Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
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Zama is an open source cryptography company that buil…
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Sergey Nazarov: Why Hundreds Of Trillions Of Dollars Are Coming Onchain Right Now (Tokenization Supercycle)
3 oktober 2026 · 25 min
Sergey Nazarov says that critical mass is very close now, and when it tips, the amount of tokenized equity in existence skyrockets. He explains Chainlink's role as the interface banks use to access the Swift ledger, breaks down the DTCC collateral app chain and how settlement ties out across Ethereum and the app chain, and makes the case that nobody actually wants tokenization. Rather, they want what becomes possible once something is tokenized. Lees meer
Sergey Nazarov is the Co-Founder of Chainlink.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:25 Chainlink's Best Sibos Booth Ever
04:19 Chainlink Is The Interface For Swift Ledger
06:14 More Chains Means More Chainlink Value
08:14 DTCC Deeply Integrates Chainlink Data Feeds
10:26 Chainlink Solves The Digital Twin Problem
14:55 Tokenization Is Not About Tokens Themselves
18:14 Laws Will Change Then All Settlement Goes Onchain
20:08 Fragmentation Is Actually Chainlink's Tailwind
22:09 Chainlink Solves Each Problem As It Appears
24:04 Smart Contracts Defined By Sergey
Guest Socials:
Sergey Nazarov X: https://x.com/SergeyNazarov
Chainlink X: https://x.com/chainlink
Chainlink Website: https://chain.link/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
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Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain index…
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Rob Krugman: This Is The Biggest Unlock In Finance Yet (2027)
1 oktober 2026 · 19 min
Broadridge is already settling $380 billion a day in repo onchain, and Rob Krugman expects that to clear a trillion by year end. He explains what actually changes when overnight loans become intraday, why 2027 is the year the brokerage and banking industries finally turn on wallets and custody, and why that unlock matters more than anything else. It takes tokenized assets from 750 million crypto users to billions of ordinary bank customers. He also makes the case that US-backed stablecoins may be the biggest trade event in American history, and explains how tokenization drops private market minimums from a million dollars to a few thousand. Lees meer
Rob Krugman is the Chief Digital Officer at Broadridge.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
00:22 $1 Trillion In Repo Market By Year End
02:13 Programmability Embeds Compliance Into The Asset
04:30 Institutional Allocators Are Finally Getting It
06:48 Composability Across Separate Ledgers Explained
08:54 Tokenized Collateral Works For You 24/7
10:33 Innovate Or Be Disrupted No Middle Ground
12:44 Wallets And Custody Are The First Unlock
14:43 Online Trading 90s Parallel To Tokenization Now
16:43 Consumer Is The Biggest Winner Of All
18:00 Nigerian Student Builds The Case For Stablecoins
Guest Socials:
Rob Krugman X: https://x.com/robkrugman
Broadridge X: https://x.com/Broadridge
Broadridge Website: https://www.broadridge.com/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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Dinari - Over 230 1:1 backed tokenized stocks, ETFs &…
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Vlad Tenev: Trillions Of Assets Are Coming On Robinhood Chain (Tokenize The World)
30 september 2026 · 5 min
Robinhood CEO Vlad Tenev joins Andy live from the HOOD Summit in Houston, Texas for a quick conversation about tokenization and Robinhood Chain. Lees meer
He told us to look at the Robinhood app and imagine onchain versions of everything in it. Robinhood Chain is just two months old and already number one in developer activity, with huge onchain perps and spot DEX volume.
He confirms private stock tokens are coming at scale, with Robinhood Ventures giving them unique access to private companies asking how to participate. He also explains his vision for tokenization: democratizing access at scale to wealth creation, perhaps allowing someone in Ecuador or Eastern Europe to have the same access to high-quality assets that Americans already have.
Vladimir Tenev is the CEO of Robinhood.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
00:21 Private Markets Opening Soon To Everyone
02:27 $1B In Perps Volume Per Day On Robinhood Chain
04:30 Number One Chain For Developers In Two Months
05:08 Vlad Defends The Industry On CNBC Live
Guest Socials:
Vlad Tenev X: https://x.com/vladtenev
Robinhood X: https://x.com/RobinhoodApp
Robinhood Website: https://robinhood.com/us/en/
Robinhood Chain X: https://x.com/RobinhoodCrypto
Robinhood Chain Website: https://robinhood.com/us/en/crypto/chain/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
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Spa…
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Joseph Chalom: Ethereum Is The Toll Road To Everything (Larry Fink's Words)
29 september 2026 · 31 min
Joseph Chalom says Larry Fink's line that Ethereum is the toll road to tokenization is exactly the right way to think about the asset, and he lays out why the market's bearish turn on ETH has it backwards. The SharpLink CEO and former BlackRock digital assets executive breaks down Ethereum's case as a trust commodity, walks through BlackRock's new research on agentic finance and stablecoins, and explains why he thinks agent-driven commerce could eventually dwarf crypto's entire market today. Lees meer
Joseph Chalom is CEO of SharpLink, an Ethereum treasury company, and previously served as Head of Digital Assets at BlackRock.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
00:00 Intro
02:11 ETH Stuck In The Middle Of Two Theses
04:12 Ethereum Is The Trust Commodity For Finance
06:13 ETH Has 50% Of All Stablecoin Activity
08:14 Agents Will Run Where The Liquidity Is
10:33 Selling ETH At $1,530
12:44 Ethereum Is The Internet With Ownership
16:00 Robinhood Chain Revenue Up 10x ETH Flat
18:14 Larry Fink on ETH As The Toll Road
20:43 Internet Had No Token Ethereum Does
22:57 Regulation Helps Markets Thriv
26:32 Dot Com Bubble Parallel
30:16 Only The Internet Compares To Ethereum
Guest Socials:
Joseph Chalom X: https://x.com/joechalom
Sharplink X: https://x.com/Sharplink
Sharplink Website: https://www.sharplink.com/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinar…
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Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis)
28 september 2026 · 40 min
Eric Conner says something is happening in crypto he's never seen in 14 years of watching these markets: coins like Zcash and the perp exchanges are decoupling from Bitcoin entirely. The EIP-1559 co-author and OG Ethereum developer explains why he refuses to pick sides between Hyperliquid and Lighter, breaks down the meme-stock trading phenomenon eating into Robinhood's tokenized stocks, and reacts live to major new CFTC guidance that could unlock tokenized assets as collateral. Lees meer
Eric Conner is co-author of Ethereum's EIP-1559 and an OG Ethereum developer and investor who has been active in crypto since 2012.
AI Supercycle is Rollup's series on the intersection of AI and crypto, powered by NEAR.
00:00 Intro
02:09 Eric Fumbled Venice At Sub $1
04:10 Own Both Hype And Lighter And Chill
06:13 Eric Sold ETH To Buy Hyperliquid
08:14 Why Eric Stopped Being An ETH Maxi
10:33 Perps Are The Most Obvious Trade Out There
14:24 Tokenized Stocks Will Get Meme Coin'd
18:54 CFTC Staff Clears Tokenized Collateral Live
22:14 ETH Does Not Need A Thesis To Pump
27:49 Robinhood Chain Already $500M Annualized
29:24 Wall Street Has Not Priced Robinhood Chain
35:31 Meme Stock Outpaces Its Own Market Cap
39:23 52 Month DeFi Bear Market Is Over
Guest Socials:
Eric Conner X: https://x.com/econoar
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
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Space and Time is providing verifiable data infrastructure for onchain finance. A decentra…
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Nathan McCauley: Tokenized Deposits Are The Real Trojan Horse For Banks (Insider Take)
27 september 2026 · 24 min
Nathan McCauley says most banks don't actually know how much money is in their own accounts until the end of the day, and he explains why tokenized deposits are quietly fixing that. The Anchorage Digital co-founder breaks down why losing the Clarity Act isn't the setback people think, walks through Anchorage's three-part product stack for bringing banks on chain, and lays out who he thinks wins the tokenization supercycle. Lees meer
Nathan McCauley is Co-Founder of Anchorage Digital, one of the first federally chartered digital asset banks in the United States.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
00:00 Intro
02:14 First Federally Chartered Digital Asset Bank
04:09 Genius Act Already Unlocked The Banks
06:13 Securities Law Rolled Out Over A Decade
08:14 Tokenized Deposits Running Parallel To Legacy Rails
10:33 No Hard Cutoff Date For Banks
12:44 Bitcoin Collateral Inside Existing Bank Systems
14:55 Repo Market Goes Onchain Collateral Mobility
18:29 Old System And New System Run Side By Side
20:57 NYSE London Stock Exchange Nasdaq Moving To 2035
23:20 Which Chain Wins The Settlement Race
Guest Socials:
Nathan X: https://x.com/nathanmccauley
Anchorage X: https://x.com/Anchorage
Anchorage Website: https://www.anchorage.com/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
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Space and Time is providing verifiable data infrastructure for onchai…
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Dragonfly's Haseeb Qureshi: The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned)
26 september 2026 · 30 min
Haseeb Qureshi joins to catch us up on his portfolio, why he's extremely bullish on perps, tokenization, and prediction markets. Lees meer
He explains how more than half of Hyperliquid's volume is already real-world assets, which means the competitor isn't Coinbase, it's ICE and the Nasdaq, and the addressable market is enormous by comparison. He ranks the big categories Dragonfly is allocating $4 billion across, calls vaults the weakest of them on defensibility, and explains why perps beat tokenization over the next year even if that reverses in five. He also breaks down why every state attorney general is suing prediction markets, and why this ends as a Supreme Court vote.
Haseeb Qureshi is a Managing Partner at Dragonfly, a 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.
Timestamps:
00:00 Intro
02:21 Perps Are Still Only 1% Of Derivatives Mkt
04:17 Hyperliquid Is Trying To Be The Nasdaq
06:13 RWA Volume Already 50% Of Hyperliquid
08:27 Hyperliquid Cracked The UX Code First
10:33 Variational RFQ Model Vs Order Book
12:44 Polymarket Vs Kalshi Supreme Court Battle
16:00 Prediction Markets Advertising Blitz Explained
18:14 Kalshi Suing States To Get To Supreme Court
20:43 NEAR Account Abstraction For Every Chain
22:57 Zcash Is The Rebel Response To Bitcoin ETFs
24:59 Prediction Market Growth Curve Not Over Yet
27:23 Wash Trading On Kalshi CFTC Investigation
28:13 Haseeb Personal Investor In Zcash Wallet
29:19 Make Money Then Hide In Privacy
Guest Socials:
Haseeb X: https://x.com/hosseeb
Dragonfly X: https://x.com/dragonfly_xyz
Dragonfly Website: https://www.dragonfly.xyz/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen …
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Se Yong Park: Why The Trillion Dollar Opportunity Is Social (Ground Floor)
24 september 2026 · 18 min
Se Yong Park says FOMO has the first objective feedback loop in social media history: you made money, or you didn't. He frames it as social media three, the speculation graph following Facebook's social graph and Instagram's interest graph, and explains why FOMO deliberately owns none of the layers it trades on. Plus the retention curve finally smiling at month seven, $17 million paid out to creators and referrers in three weeks, and why tokenized equities are next. Lees meer
Se Yong Park is the Co-Founder of FOMO.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:57 Eight Figure Unrealized PnLs On FOMO
04:00 FOMO Launches On Arc Chain
06:13 Meme Coins To Stocks On FOMO Profiles
08:14 Social Graph Meets Finance Is The Vision
10:33 FOMO Goes Where The Volume Goes
12:44 Facebook To Instagram To Speculation Graph
14:55 First Ever Objective Feedback Loop In Social Media
16:00 LeBron James And The Public Trader Problem
17:19 AI Agents Go Viral On FOMO Too
Guest Socials:
Se Yong Socials: https://x.com/seyong
Fomo Socials: https://x.com/fomo
Fomo Website: https://fomo.family/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
---
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/
---
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets a…
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Carlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis)
23 september 2026 · 18 min
Carlos Domingo says what Robinhood issued are debt securities, and the industry is conflating three very different products under one word. He walks through all three models, explains why only one gives you actual ownership, and argues the digital assets degen audience buying them is a far smaller market than people assume. He also flags a closing window: the SEC's transfer agent proposal is open for comment until November, and unlike the Gensler era, this one is actually reading them. Plus what going public really changed, with $50 million in the bank and acquisitions on the radar. Lees meer
Carlos Domingo is the Founder and CEO of Securitize.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
00:00 Intro
00:37 Carlos Just Left The SEC In DC
02:08 Three SEC Proposals What Is Actually Real
04:26 Robinhood Stock Tokens Conflating The Industry
06:44 Not All Tokenized Assets Are The Same
08:54 Securitize Already Working With Asset Managers
11:09 Carlos Pitched Gensler On Transfer Agents
13:17 Ringing The NYSE Bell What Happened Next
15:08 $50M Cash First Time In Nine Years
17:06 When Grandma Buys A Tokenized Asset We Made It
Guest Socials:
Carlos Domingo Socials: https://x.com/carlosdomingo
Securitize Socials: https://x.com/Securitize
Securitize Website: https://securitize.io/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
---
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/
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Space and Time is providing ve…
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Ethena CEO: The Market Just Got 60x Bigger (Everything Changes)
21 september 2026 · 19 min
RWA perps just expanded Ethena's addressable market from $2.5 trillion of crypto to $150 trillion of everything else. Guy Young explains why he thinks that's a bigger unlock than anything USDe has done so far, and why Ethena Pay is the first thing he's been this excited about since launch. He's candid about the past three years too as he covers a comical run of four-sigma events, a cap table he now calls a mistake, and the decision to buy out every investor who'd been selling. On buybacks, he breaks ranks with the market: he thinks they're the wrong call at this size, and he's doing them anyway. Lees meer
Guy Young is the Founder and CEO of Ethena Labs, the team behind USDe.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
00:40 Three Years Of Four-Sigma Events
02:44 Why Build A Neobank
04:23 Is USDe More Resilient Now
07:10 Are Stablecoins A National Priority
09:47 The Dirty VC Coin Problem
12:23 Buying Out Every Selling Investor
13:55 Why He Disagrees On Buybacks
16:59 The Bifurcated Business Model
Guy Young Socials: https://x.com/gdog97_?lang=en
Ethena Socials: https://x.com/ethena
Ethena Website: https://ethena.fi/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
---
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/
---
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeF…
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Kevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis)
20 september 2026 · 13 min
Kevin O’Leary joins us in NYC for an interview about his allocation and views on the digital asset market.Digital assets becoming the twelfth sector of the S&P was his core framing. He thinks it gets there by servicing the other eleven. He also walks back a position he held eighteen months ago: that everything would standardize on Ethereum. Now he expects sectors to pick their own chains, and says whichever one lands the first major exchange takes the whole prize while the rest lose. He closes on why he's moved to 23% alternatives, his new long in uranium, and why Bitcoin's path to a million runs through the quantum question.Kevin O'Leary is the Chairman of O'Leary Ventures and Beanstox, and an investor on Shark Tank.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Lees meer
Timestamps:
00:00 Intro
01:31 Kevin Wears $11M Ohtani Card
03:17 Digital Assets Becomes The 12th S&P Sector
03:59 Kevin Was Wrong About ETH Being Standard
06:08 One Exchange Deal Changes Everything
08:08 Kevin Buys Uranium Betting On The AI Era
10:16 First Exchange Deal Makes Tokens Go Parabolic
12:13 America Cannot Afford To Slow Down On AI
Guest Socials:
Kevin O'Leary X: https://x.com/kevinolearytv
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
---
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/
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Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK copro…
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Circle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early)
19 september 2026 · 15 min
Jeremy Allaire joins us from the Arc mainnet launch event in NYC this week to discuss the explosive growth ahead of agentic finance. Lees meer
Mobile existed for fifteen years before iOS and Android made it actually work. Jeremy Allaire thinks blockchains just hit the same moment. On Arc's launch day, he lays out why Circle built a network operating system rather than another chain, and how the agentic economy requires two systems working together: intelligence layers for the thinking, economic layers for the trust and execution. DTCC has already copied to Arc, along with tokenized equity issuers, bond and credit issuers, and more than a dozen foreign currency stablecoins. He closes on why flat stablecoin supply during a bear market is a healthy signal, not a worrying one.
Jeremy Allaire is the CEO of Circle, the issuer of USDC and the company behind the Arc network.
The Rollup is where the leaders of digital assets and finance converge.
Timestamps:
00:00 Intro
02:10 Arc As A New Primitive
04:31 Jeremy’s Vision
06:44 15 Years Of Progress
08:54 Circle Is The Internet Platform For Finance
11:01 Arc Is Agentic Finance
13:04 DTCC On Arc
15:01 $100 Trillion In USDC Transfer Volume
Jeremy Allaire Socials: https://x.com/jerallaire
Circle Socials: https://x.com/circle
Circle Website: https://www.circle.com/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
---
Space and Time is providing verifiable data infrastructure for onchain f…
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Will Peck: How WisdomTree Went From $30M To Over $1 Billion Onchain (Full Breakdown)
16 september 2026 · 35 min
WisdomTree's Head of Digital Asset's Will Peck joins us for Episode #1 of Convergence, our new institutional product for sophisticated investors in partnership with Jacquelyn Melinek and StrataMedia. Lees meer
WisdomTree's onchain assets went from $30 million to over $1 billion, and Will Peck says money market funds did the heavy lifting. On episode one of Convergence, Will explains why tokenized funds complement stablecoins rather than compete with them, and how WisdomTree got SEC exemptive relief to let a tokenized money market fund trade 24/7 through a broker dealer. He also pushes back on the private-markets tokenization thesis, arguing illiquidity isn't a record-keeping problem.
Will Peck is the Head of Digital Assets at WisdomTree, a global asset manager and ETF sponsor with roughly $170 billion in assets under management.
Convergence is powered by The Rollup and StrataMedia, covering the convergence of legacy finance and onchain finance.
Timestamps:
00:00 Intro
02:52 What Convergence Actually Means
04:30 Why WisdomTree Started In 2018
05:38 Exporting US Capital Markets
08:56 Institutional Versus Retail Distribution
10:32 The Innovation Exemption Explained
13:14 DTCC's Forty Firm Pilot
16:00 Three Models Of Tokenization
19:35 Why WisdomTree Chose Issuer-Led
21:10 Thirty Million To One Billion
22:45 What Drives The Next Era
25:05 Why Private Markets Aren't It
28:05 Who Wins The Tokenization Wave
30:14 The Perfect Storm For Adoption
33:08 WisdomTree's North Star
Guest Socials:
Will Peck X: https://x.com/wbpeck
WisdomTree X: https://x.com/wisdomtreeprime
WisdomTree Website: https://www.wisdomtreeprime.com/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays…
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CMS Holdings: The Next Bull Market Is Upon Us (How To Position For Success)
15 september 2026 · 40 min
CMS Holdings operator Dan joins us for a conversation about positioning for the next bull market. Lees meer
Tokenized equities end up bigger than stablecoins, and Dan Matuszewski thinks most people have the reason wrong. It isn't about 24/7 trading or DeFi composability. It's that an enormous share of the world wants to own Nvidia and structurally can't, exactly the gap Tether filled for dollars. He also pushes back on the barbell everyone's crowding into, and makes the contrarian case that L1s are underrated because nobody can articulate why you'd own them.
Dan Matuszewski is the Co-Founder of CMS Holdings and previously ran one of crypto's largest OTC trading desks.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
03:13 Altcoin Open Interest Signal
04:33 Reading The Winners Basket
06:38 Ten Days, 162 Percent of Gains
08:17 The Barbell Portfolio Thesis
10:39 Everyone Owns The Same Bag
14:59 Who's The Next Marginal Buyer
17:40 Institutional Adoption Is Still A Joke
21:32 Moneyiness Is The Moat
24:40 Centralization Stopped Bothering Us
27:22 What Happens To Infra
29:18 Crypto Needs To Behave
31:16 Tokenized Equities Beat Stablecoins
34:22 Who Captures Tokenization Value
37:33 Where Social Trading Goes
Guest Socials:
CMS Holdings X: https://x.com/cmsholdings
CMS Holdings Website: http://cmsholdings.io/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via AP…
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Sam Kazemian & Raagulan Pathy: Why Neo Banks Are Quietly Selling Themselves (Full Interview)
13 september 2026 · 35 min
Raagulan Pathy says KAST becomes a $100 billion company or it fails outright. There's no in-between, and he explains exactly why on this episode. The KAST founder and Frax's Sam Hamidi-Kazemian debate what's actually driving the neo bank and stablecoin boom, why regulators are starting to treat stablecoins as a national priority, and whether brand, network effects, or raw economies of scale end up being the real moat. Lees meer
Raagulan Pathy is the Founder and CEO of KAST, a stablecoin-powered neo bank. Sam Hamidi-Kazemian is the Founder of Frax Finance, the protocol behind the FRAX stablecoin ecosystem.
Stable Up is Rollup's weekly stablecoin show, powered by Frax.
00:00 Intro
02:07 Stablecoins Growing Independent Of Price
04:14 Banking Is Being Unbundled Now
06:13 Stablecoins Eating Traditional Banking Share
08:18 The World Wants A US Bank Account
10:25 Genius Act Stablecoin Explosion Chart
12:27 Robinhood Chain And Tokenized Equity Access
14:38 Sam Announces New Platform Feature
16:39 Global KYC Identity Layer Explained
18:42 One Login Infinite Financial Products
20:54 Collaboration Not Competition Strategy
22:57 Genius Act Was The First Domino
25:09 Everyone Wants Access To US Capital Markets
27:11 Economies Of Scale Is The Real Moat
29:13 Neo Banks Throwing Hands Up Daily
31:21 Neo Bank Wave Now Shaking Out
33:22 Onboarding Friction Killed Most Neo Banks
34:48 Trust And Customer Service Build The Moat
Guest Socials:
Sam Kazemian X: https://x.com/samkazemian
Frax Finance X: https://x.com/FraxFinance
Frax Finance Website: https://frax.com/
Raagulan Pathy: raagulanpathy
KAST X: https://x.com/kastxyz
KAST Website: https://www.kast.xyz/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave …
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John Gillen: Ethereum Will Fly From Here And Most Investors Aren't Ready (Here's Why)
12 september 2026 · 22 min
John Gillen says Ethereum could hit $4,000 before the end of the year, and he's been making that case in a viral essay series called Wartime Ethereum. The ex-BlackRock analyst and Milk Road Daily Show host breaks down why tokenization and stablecoins are converging on ETH, why he thinks Wall Street is about to adopt it as its new favorite asset, and who he believes the next wave of buyers actually is. Lees meer
John Gillen is a host of the Milk Road Daily Show and a former BlackRock analyst who spent six years working on the Aladdin platform, including time with the firm's digital assets team.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
00:00 Intro
02:21 Wartime Ethereum Article Origin Story
04:30 ETH Worth Zero Or Everything
06:13 Tokenization Exemption Coming After Clarity Fails
08:18 190 Million ETH Holders Globally
10:33 Uncanny Valley Of Wealth Explained
12:44 Blackrock ETF Leader On Converting Gamblers
14:55 Meme Coins As Portfolio Onboarding
17:06 Samara Cohen Blackrock Quote On Investors
19:14 Next Marginal Buyers Are Institutions
21:16 Pay Gas Fees In USDC Coming
23:00 USDC Gas Fees Radically Expand ETH Market
Guest Socials:
John Gillen X: https://x.com/BitcoinJesusETH
Milk Road Crypto X: https://x.com/MilkRoadDaily
Milk Road Crypto Website: https://milkroad.com/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
---
Space and Time is provi…
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Felix Jauvin: Why The Fiat Debasement Trade Is Set To Explode Soon (Full Portfolio Construction)
10 september 2026 · 43 min
Felix Jauvin says he's as bullish as he ever has been on digital assets and thinks the bottom is in. Lees meer
He's also been quietly rotating Bitcoin into Zcash and he lays out exactly why. The Blockworks Head of Content walks through the SEC's new tokenization exemption, why he thinks 75% of crypto tokens still have no real claim on value, his read on whether the Fed hikes in September. He explains Bessent's bond buying & the relationship with the Fed & Treasury.
We end up discussing the barbell portfolio he's building around Bitcoin, Gold, and Zcash and revenue-producing onchain businesses like Hyperliquid, Lighter, PUMP and others.
Felix Jauvin is Head of Content at Blockworks and the network's in-house macro voice, covering the intersection of crypto, monetary policy, and on-chain finance.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
00:00 Intro
02:08 SEC Tokenization Exemption Coming
04:14 Reset Your Priors On Everything
06:09 Lending Is Going To Explode
10:33 Revenue Meta Was The First Signal
12:44 DeFi Is Now Just Finance
14:55 Tokenized Equities Change The TAM
17:06 Institutions See Tokens As Equities Now
19:14 Quantum Risk Bitcoin Vs Zcash Debate
23:51 Who Are The Next Marginal Buyers
28:05 Felix Bought SPCX After Using Grok
32:28 Tokens And Equities Are Converging
36:58 What Gets Us To All Time Highs
Guest Socials:
Fejau X: https://x.com/fejau_inc
Blockworks X: https://x.com/blockworks
Blockworks Website: https://blockworks.com/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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Dinari - Over …
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Dan Held: SpaceX Will Hit $100 Trillion Market Cap In 20 Years (The Detailed Thesis)
9 september 2026 · 42 min
Dan Held joins us to unpack what it means to become a generational investor in today's world. For reference, he bought Bitcoin in 2012 and recently sold a lot to pour it into SpaceX, and says the thesis has barely started. Lees meer
The longtime Bitcoin investor lays out why Starship's collapsing launch costs could unlock a total addressable market bigger than global GDP, why he thinks this cycle just bottomed at $81,000 on the back of the Fed's bond-buying, and why Zcash's run looks more like a crowded trade than a real discount.
Dan Held is an independent investor and Bitcoin OG who bought his first coin in 2012, previously led growth at Kraken, and has spent over a decade publicly calling market cycles.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:13 Apathy Was The Bitcoin Bottom Signal
04:15 OG Bitcoiners Are Buying Zcash
06:22 Privacy Chains Have A Supply Tradeoff
08:18 Bessent Treasury Twist Explained
10:46 Dan Sold Equity To Buy SpaceX
14:06 SpaceX Will Own Your Phone Plan
17:05 New York To Tokyo In 25 Minutes
19:00 SpaceX At $10T In Three Years
23:51 What Invalidates Your Investment Thesis
28:05 Sold At $1,000 Per BTC, Missed On Millions Story
30:14 Bitcoin Is Still Not Digital Gold Yet
34:44 Family Offices First Into Crypto
39:01 Dan's Net Worth Dropped 85% Three Times
Guest Socials:
Dan Held X: https://x.com/danheld
Dan Held Website: https://www.danheld.com/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more w…
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Arthur Hayes: Ethereum Will Outperform The Entire Market (It’s My Biggest Position)
8 september 2026 · 41 min
Arthur Hayes joins us for a session to understand the underlying economic forces leading to a massive digital assets bull market in the coming months and years. Lees meer
The money printer is about to flip back on and Arthur Hayes says the Euro/Yen exchange rate is the tell everyone's missing. He gets into why Japan's forced unwinding of its massive carry trade, combined with France's brewing bond market crisis, all but guarantees a faster pace of dollar liquidity creation. He also makes the case that AI's unit economics problem becomes the government's next excuse to print more fueling the fiat debasement thesis further. He explains his positioning in the market and reveals why Ethereum is Maelstrom's largest position heading into this cycle.
Arthur Hayes is the CIO of Maelstrom, the family office of BitMEX co-founder Arthur Hayes, and a prominent macro commentator 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 Intro
01:57 Fed Chair Warsh Is Irrelevant
04:03 Japan's GPIF Asset Shift
09:34 Japan's National Carry Trade
12:24 Exiting The Restrictive Regime
14:51 The AI Bailout Trade
17:59 Gold And Bitcoin Vs Tech
20:57 Misallocated Capital Flows To Crypto
23:53 Who Controls The Narrative
28:52 Crypto Timeline To New Highs
32:24 Euro/Yen As Leading Indicator
35:38 France's Bond Market Crisis
39:11 Positioning The Barbell Portfolio
Guest Socials:
Arthur Hayes X: https://x.com/CryptoHayes
Maelstrom X: https://x.com/Maelstromfund
Maelstrom Website: https://maelstrom.fund/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your slee…
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Jake Chervinsky: Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained)
7 september 2026 · 44 min
Jake Chervinsky joins us in the Tokenization Tower to explain the path for Hyperliquid to enter the US markets. Lees meer
Trump said "Hyperliquid" on national television and Jake Chervinsky was there to watch it happen live. He explains why perpetual futures are already coming to the US through the CFTC, why Hyperliquid is infrastructure rather than a competitor to exchanges like Coinbase and CME, and why the silver and oil market breakouts proved this technology is bigger than crypto. He also unpacks the new Circle-Hyperliquid stablecoin fee deal and makes the case that CLARITY Act-style comprehensive legislation may be dead, in favor of narrow, GENIUS Act-style bills targeting specific proven products.
Jake Chervinsky is the CEO of the Hyperliquid Policy Center, leading the effort to bring onchain derivatives markets into US regulatory compliance.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Guest Socials:
Jake Chervinsky X: https://x.com/jchervinsky
Hyperliquid Policy Center X: https://x.com/HyperliquidPC
Hyperliquid Policy Center Website: https://hyperliquidpolicy.org/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
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Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
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SEC Crypto Chief Counsel: Robinhood Stock Tokens Are Just The Beginning (Our Pro-Innovation Mindset)
6 september 2026 · 29 min
Taylor Lindman calls in during a pivotal moment of Robinhood Chain stock token mania to debrief us on how the SEC is approaching tokenization. Lees meer
He explains how Reg Crypto could be the biggest shakeup to token fundraising since the JOBS Act and Taylor Lindman just laid out exactly how it works. She breaks down why tokenized "stock tokens" from Robinhood and others are legally structured more like debt instruments than equity, and unpacks the SEC's new proposal for progressive decentralization: a real checklist that lets a token graduate out of securities law entirely once a project delivers on its promises.
Taylor Lindman is the Chief Counsel of the Crypto Task Force at the U.S. Securities and Exchange Commission.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:31 The Robinhood Stock Token Drama
06:14 Debt Securities Have Existing Rules
09:18 Issuer Sponsored Tokens Explained
11:36 Digitization Vs Tokenization
14:04 TradFi Meets Onchain Convergence
17:28 Most Ambitious SEC Agenda Ever
19:46 Reg Crypto's Two Exemptions
22:37 Progressive Decentralization Explained
25:39 Stock Token Price Dislocation
Guest Socials:
SEC X: https://x.com/SECGov
SEC Website: https://www.sec.gov/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
---
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralize…
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Ryan Watkins: Hyperliquid Will Dominate Global Finance (It’s Coming To USA)
5 september 2026 · 35 min
Ryan Watkins joins the show for an updated view on the digital assets bull market Lees meer
Are traders are about to become bigger celebrities than athletes? Well, maybe or maybe not.
He breaks down why Hyperliquid's real endgame was always taking share from Binance and Coinbase, not just onchain rivals, and makes the case that barbell portfolio of store-of-value assets and revenue-generating businesses is only getting started. He also unpacks why social trading platforms like fomo could become the permanent front-end for everything from memecoins to tokenized equities.
Ryan Watkins is the Co-Founder of Syncracy Capital, a research-driven digital assets investment firm.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:02 Trump Said Hyperliquid
04:14 Ryan’s Hyperliquid Thesis
07:51 Compounding HYPE Growth
10:33 The Barbell Portfolio Framework
14:17 Why Fundamentals Matter Now
16:45 Bitcoin And Zcash Debate
22:11 The Social Trading Thesis
25:04 Memes Are Just A Wedge
30:00 Why Whales Don't Want To Leak Alpha Onchain
33:17 Ryan Opens fomo Daily
Guest Socials:
Ryan Watkins X: https://x.com/RyanWatkins_
Syncracy Capital X: https://x.com/SyncracyCapital
Syncracy Capital Website: https://www.syncracy.io/
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
---
Space and Time is providing verifiable data infrastructure for onchain fina…
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Emad Mostaque: AI Agents Just Broke Out On Their Own
4 september 2026 · 40 min
Emad Mostaque breaks down the viral story of OpenAI's self-replicating agents that left "hieroglyph-like" trails for successive generations before breaking out and taking over internal services, and explains why he believes intelligence's cost is racing toward zero. He also unpacks Intelligent Internet's Bitcoin-forked monetary thesis for a post-AGI economy, and details his plan to launch state-by-state "champion" institutions designed to keep ownership of AI agents in the hands of the people. Lees meer
Emad Mostaque is the Founder of Stability AI and the creator of Intelligent Internet, a protocol focused on building AI infrastructure for public institutions and citizen-owned agent economies.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:14 Self-Replicating Agents Explained
05:03 The Intelligent Internet Thesis
08:20 What Is Money After AGI
11:51 Objective Hacking And AI Ethics
15:26 The Trolley Test Bias
19:08 Blockchain's Role In AI's Future
22:12 Why Private Inference Matters
26:03 Who's AI Runs Public Policy
29:49 Assume The Internet Goes Offline
32:33 MacBooks Turned Into Hacker Swarms
34:44 Why Bigger Models Don't Matter
37:14 The Implementation Plan Ahead
Guest Socials:
Emad Mostaque X: https://x.com/EMostaque
Intelligent Internet X: https://x.com/ii_posts
Intelligent Internet Website: https://ii.inc/
Partners:
1inch Aqua lets you stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
---
Space and Time is providing verifiable data infrastructure for onchain finance, giving DeFi protocols,stablecoins, and tokeni…
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Will Clemente: Why The Hard Money Thesis Is Set To Explode Very Soon (Full Thesis)
2 september 2026 · 33 min
Will Clemente joins us for an update on the imminent digital asset bull cycle. He breaks down the significance of Treasury Secretary Scott Bessent's long-bond buybacks before Jackson Hole, explaining why the move to backstop yields could force excess liquidity into the system and make Bitcoin & other digital assets an increasingly attractive hedge. He also unpacks his financial repression thesis, a potential "Treasury-Fed Accord 2.0," and why he expects Bitcoin and gold's diverging performance to reverse as capital rotates back into hard assets and away from the AI buildout trade. Lees meer
Will Clemente is a solo investor and macro analyst known for his research on Bitcoin, onchain data, and the intersection of monetary policy 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 Intro
02:05 Will Sold Down At The Start Of 2026
04:08 Everyone In Digital Assets Pivoted To Equities
06:13 Bitcoin Cycles Bottom When Sellers Run Out
08:18 Besant Bond Buying Is The Green Light
10:33 Treasury Twist Explained Simply
12:44 Stablecoin Issuance Demand Escalating
14:55 Dollar Debasement Is The Long Game
17:06 Hard Money Assets Vs Fiat Debt
19:14 Iran Oil Risk Still Brewing
21:28 Yen And Dollar Coiling Up Now
23:51 September 9th Besant Bond Buying
25:52 Clarity Act Vote September 15th
28:05 All Roads Lead To Bitcoin Long Term
30:06 Warsh Forward Guidance Contradiction
32:17 Small Position on ZCash
Guest Socials:
Will Clemente X: https://x.com/WClemente
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.…
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PUMP Is The Most Mispriced Business In Crypto (Here's Why) with RockawayX CIO Austin Barack
1 september 2026 · 26 min
Austin Barack breaks down why Pump.fun isn't really a meme coin platform. Rather, it's building social trading infrastructure that's about to expand across chains and asset types and explains why the market is mispricing one of the fastest-growing businesses in the world by treating its revenue as cyclical rather than durable. He also discusses the ongoing debate over buybacks as a value accrual mechanism, and identifies the categories he believes are best positioned heading into the next bull cycle. Lees meer
Austin Barack is a Partner at RockawayX, a 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.
Timestamps:
00:00 Intro
03:51 Pump Is Really Social Trading
06:43 Why Pump's Multiple Feels Too Low
09:35 Perps Trading Everything
13:27 Are Buybacks The End Game
16:00 Building Durable Revenue Businesses
19:14 The Real Winning Categories
Partners:
If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua
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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/
---
Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
Learn more here: https://www.spaceandtime.io/
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Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
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Zama is an open source cryptograph…