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752 afleveringen, van nieuw naar oud
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Superstate CEO: How Stablecoins Are Setting Up The Biggest Tokenization Boom Yet (Here's Why)
29 augustus 2026 · 27 min
Robert Leshner joins us to unpack his vision of the tokenization supercycle with the explosion of stablecoins as the core undercurrent. Lees meer
He breaks down why over a dozen major banks including Bank of America, Wells Fargo, and Santander, just announced plans to launch their own stablecoins, and explains why he left Compound to build Superstate, a compliant, tokenized approach to money market funds and real-world assets. He also makes the case that tokenization's addressable market isn't just 100% of finance, plus much more.
Every asset is coming onchain.
Robert Leshner is the Co-Founder and CEO of Superstate, and the founder of Compound, one of DeFi's original lending protocols.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
04:02 Banks Rushing Into Stablecoins?
07:20 A Hundred Approaches To Tokenization
12:25 Compliant Tokens That Do DeFi Well
16:56 From Wild West DeFi To Compliance
23:39 Why He Left Compound To Start Superstate
26:21 100% Market Share, Then Some For Tokenized Assets
Guest Socials:
Robert Leshner X: https://x.com/rleshner
Superstate X: https://x.com/superstateinc
Superstate Website: https://superstate.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 …
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Grayscale Research Lead: Privacy Assets Are The Final Frontier For Massive Upside (Our Predictions)
27 augustus 2026 · 26 min
Zach Pandl joins us for an investing masterclass on how to allocate to privacy in the age of AI. He breaks down how Grayscale converted its nine-year-old Zcash trust into an ETF, following the same playbook that took its Bitcoin trust public, and explains why rising AI-powered surveillance is the real catalyst driving renewed interest in financial privacy. Lees meer
He also details the Ironwood upgrade's quantum resistance improvements, his ZEC targets, and why he's so bullish on the future of privacy related tokens.
Zach Pandl is the Head of Research at Grayscale, a leading digital assets asset manager known for pioneering trust-to-ETF conversions across Bitcoin, Ethereum, and now Zcash.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
04:41 Cross-Chain Reach Via NEAR Intents
09:50 The Real Catalyst For Zcash
12:05 Ironwood And Quantum Resistance Upgrades
14:52 ZEC Trust To ETF Migration Mechanics
20:35 100% Of Fees Reinvested
Guest Socials:
Zach Pandl X: https://x.com/LowBeta
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 infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provab…
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Aerodrome Co-Founder: What Coinbase Just Did Changes Everything (Here's Why)
26 augustus 2026 · 36 min
Alex Cutler breaks down how Coinbase's partnership with Aerodrome turned cbBTC into the top-traded Bitcoin venue onchain within a week, and explains why he believes the same playbook is about to repeat with tokenized equities at a $100 trillion addressable market. He also unpacks Coinbase's thesis that 10% of global GDP could move onchain within five years, and why he thinks true beneficial ownership structures represent a "leapfrog moment" over earlier synthetic tokenized stock attempts. Lees meer
Alex Cutler is the Co-Founder of Aerodrome and CEO of Dromos Labs, the team behind the leading decentralized exchange on Base and a primary venue for trading tokenized equities.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
09:22 Coinbase's Wrapped Bitcoin Playbook
13:43 The Revenue Meta Thesis
17:21 10% Of Global GDP Onchain
24:03 Real Ownership Vs Synthetic Tokens
26:04 Coinbase's Leapfrog Moment Explained
Guest Socials:
Alex Cutler X: https://x.com/wagmiAlexander
Aerodrome X: https://x.com/AerodromeFi
Aerodrome Website: https://aerodrome.finance/
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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Circle Head Of AI: Agents Are Already Eating All Of Finance (Writing Is On The Wall)
25 augustus 2026 · 27 min
Circle's new agentic finance wizard Shafu Elfouly joins us to unpack why he's betting his career on the acceleration of agentic finance. He breaks down x402, the 30-year-old unused HTTP payment status code that stablecoins finally activated, letting AI agents pay for API access with one unified wallet instead of juggling dozens of subscriptions and API keys. He also takes us through Circle's full agent stack offering a glimpse into the future where anyone can deploy an agent with instant USDC payment access, and more. Lees meer
Shafu Elfouly is a Staff Software Engineer at Circle, working on x402 and the infrastructure powering agentic commerce with USDC.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:47 HTTP & x402 Payments Explained
03:32 Agents Will Spend Billions Online
05:05 99.9% Of Agentic Finance Is USDC
08:42 Integration Takes One Hour To Deploy
10:33 Circle Agent Stack Explained
12:09 Supply Side Is The Bottleneck Now
14:24 Everyone Will Have An Agentic
16:24 Circle & Anthropic Story
18:05 Open Standard Vs Closed Platforms
20:03 AOL Vs Open Internet
22:25 Millions of Agent Transfers Are Happening
24:32 Restaurant Reservations Via Agents
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…
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ARKInvest Digital Assets: The Next Bull Market Will Be The Biggest Ever (What We Expect)
22 augustus 2026 · 50 min
ARKInvest Digital Asset team Raye Hadi and Lorenzo Valente join us for a state of digital assets special. We debate whether token buybacks actually create value or if the correlation with top performers is just circular logic. They also tackle the trillion dollar question: whether Solana and Ethereum even need to capture fee revenue if they're hosting trillions in assets, and why Hyperliquid's app-layer monetization model might be the smarter blueprint than base-layer fees. Lees meer
Raye Hadi is a Research Associate in Digital Assets at ARK Invest. Lorenzo Valente is the Director of Research at ARK Invest, a leading investment firm known for its research on disruptive innovation including 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
02:52 Perps, Tokenization, Stablecoins, Vaults
07:21 Crypto Equities Vs Tokens Debate
16:03 Regulatory Path Dependency Debate
17:06 Buybacks Correlate With Revenue
19:27 Are Buybacks Actually Stupid
28:12 Do L1s Even Need Revenue
30:11 Does Solana Need To Make Money
30:54 Hyperliquid Internalizes Stablecoin Yield
38:56 Sizing The Meme Coin Market
41:06 Debating Zcash's Place In The Barbell
46:44 Why Privacy And Self Custody Matter
Guest Socials:
Lorenzo Valente X: https://x.com/LorenzoARK
Raye Hadi X: https://x.com/rhadiARK
ARK Invest X: https://x.com/ARKinvest
ARK Invest Website: https://www.ark-invest.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-b…
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Mert & Dev: Zcash Is About To Explode (Full Project Update)
21 augustus 2026 · 43 min
Mert Mumtaz and Dev, the Osmosis founder now leading Zcash scaling at Valor Group, join us to explain the massive developments in Zcash as of late. Lees meer
The two of them break down how over 90% of Zcash's supply migrated out of the Orchard pool following the Ironwood upgrade, addressing the vulnerability fears that spread across the community. They also unpack the upcoming Tachyon upgrade's post-quantum vision, and exactly how Zcash will get there.
Mert Mumtaz is the CEO of Helius, a leading Solana infrastructure provider.
Dev is the Founder of Osmosis and now leads Valor Group, a company dedicated to scaling Zcash.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
04:13 90% Of Zcash Migrated From Orchard Pool
07:27 What Actually Happened?
10:03 Formal Verification Explained
14:07 Zcash Is Still Early
19:56 ZK Explainer
22:53 Quantum Resistance Claims
25:16 One Big Upgrade Coming
31:02 Will Bitcoin Be Ready For Quantum?
Guest Socials:
Mert X: https://x.com/mert
Helius X: https://x.com/Helius
Helius Website: https://www.helius.dev/
Dev X: https://x.com/zkDragon
Osmosis X: https://x.com/osmosis
Osmosis Website: https://osmosis.zone/
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 coprocess…
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Underneath The Hood Of The Rapidly Growing Neobank Sector With Rain CTO Charles Yoo-Naut
19 augustus 2026 · 33 min
Rain Co-Founder Charles Yoo-Naut joins us for a look underneath the exploding neobank sector, which has exploded from $5m/month to $250m+/month in crypto-card volume in less than a year. Lees meer
He breaks down how Rain went from a stablecoin-backed card issuer for crypto-native DAOs to a platform powering over 200 card programs, including a landmark partnership with Western Union and more.
Charles Yoo-Naut is the Co-Founder and CTO of Rain, a stablecoin-backed card issuing platform that powers programs for Western Union and 200+ other partners.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:52 Stablecoins Spent Instantly On Visa
04:09 Built For Underbanked Digital Asset Teams
05:16 200 Programs Now Powered By Rain
09:44 Rain Powers Western Union Cards
12:27 How Rain Makes Money
15:00 Stablecoin Spend Data Revealed
18:00 Genius Act Impact On Rain
21:00 Compliance Licensing Takes Years
24:00 You Cannot Vibe Code Rain
28:23 Co-Founder Dynamic Explained
30:31 Building With AI From Day One
Guest Socials:
Charles Yoo-Naut X: https://x.com/cnaut
Rain X: https://x.com/raincards
Rain Website: https://www.rain.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/
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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 …
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Andy & Robbie: Do Token Buybacks Actually Work? (Full Data-Backed Breakdown)
18 augustus 2026 · 24 min
Robbie and Andy debate Morpho founder Paul Frambot's controversial take that token buybacks are "shooting yourself in the foot" versus the market's clear reward for programmatic buybacks from Hyperliquid, Lighter, and Pump. They break down Luca Prosperi's corporate finance framework for when buybacks make sense based on market conditions and return on equity, and make the case that too many projects launched tokens before they had a business generating enough revenue to justify one. Lees meer
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:56 Only 5% Of Tokens Qualify
06:16 If You Need Growth, Skip The Token
08:40 Lighter, Hyperliquid, Pump Lead Performance
13:54 Programmable Vs Arbitrary Buybacks
19:23 Applying This To The Rollup Itself
22:45 Too Many Tokens Launched Too Early
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.
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 cryptography company that builds state-of-the-art Fully Homomorphic Encryption …
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SharpLink & Lido: Why $200M Just Went Into ETH Staking (Here's Why)
17 augustus 2026 · 35 min
Joseph Chalom and Kean Gilbert break down why SharpLink staked $200 million in ETH through Lido, making the case that unlike Bitcoin, Ethereum is a natively productive asset that treasury companies have a duty to put to work. They unpack why a proposal to cut Ethereum's staking issuance would undermine the risk-free rate anchoring DeFi lending and push institutions toward competitors like Solana, and explain why native yield is becoming the standard institutional playbook for ETH exposure. Lees meer
Joseph Chalom is the CEO of SharpLink, one of the largest corporate treasury holders of Ethereum. Kean Gilbert is the Head of Institutional Relations at Lido, the largest liquid staking protocol on Ethereum.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
05:41 Making ETH Fully Productive
08:39 Ethereum's Issuance Reduction Proposal
11:00 Why A Third Of ETH Stays Onchain
14:01 Rise Of Institutional Staking Products
19:19 Revenue And Token Value
23:50 Fidelity Adds Ethereum Staking
28:41 Permanent Capital Beats Trumps All
Guest Socials:
Joseph Chalom X: https://x.com/joechalom
Sharplink X: https://x.com/Sharplink
Sharplink Website: https://www.sharplink.com/
Kean Gilbert X: https://x.com/Kean_Gilbert
Lido X: https://x.com/LidoFinance
Lido Website: https://lido.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
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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…
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NPC Labs CEO: The Biggest Shift In AI Is Happening In Front Of Your Eyes (Everything You Need To Know)
15 augustus 2026 · 42 min
Daryl Xu joins us to explain the biggest shift happening in AI. He introduces B3 IQ, a platform that lets anyone rent-to-own AI compute instead of relying on centralized API providers, and makes the case that using decentralized inference has a hidden cost most people overlook: your proprietary data. He also explains why inference demand keeps climbing even as GPU prices depreciate slower than expected. Lees meer
Daryl Xu is the Co-Founder and CEO of NPC Labs, a core contributor to the B3 ecosystem and creator of B3 IQ, an AI compute ownership 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
04:28 The Compute Ownership Thesis
09:53 B3's Evolution Into AI
13:34 Own Your GPU, Own Your Data
18:40 How GPU Owners Earn From AI
22:34 Live Demo Of The Platform
27:48 Who Are The Compute Customers?
32:05 Why Inference Demand Keeps Growing
Guest Socials:
Daryl Xu X: https://x.com/darylX24
B3 Labs X: https://x.com/b3labs
B3 Labs Website: https://b3labs.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.
Learn more here: https://www.spaceandtime.io/
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Relay is the fastest and most reliable way …
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Bitwise: Why Institutions Are Buying Ethereum For The Long Haul (Majors vs. Apps)
12 augustus 2026 · 45 min
Bitwise's CIO Matt Hougan and Head of Research Ryan Rasmussen break down why institutional ETF investors kept buying through the summer's 50% drawdowns and explain why they expect the next bull market to look a lot different than previous ones. They also make the case that ETF flows are expanding, what institutional allocators really want to buy, and the long-term forecasts for top digital assets. Lees meer
Matt Hougan is the Chief Investment Officer at Bitwise, and Ryan Rasmussen is the Head of Research at Bitwise, one of the largest digital assets asset managers with a suite of digital asset ETFs spanning Bitcoin, Ethereum, Solana, and beyond.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:00 Market Structure Shifting
03:01 Is The Four Year Cycle Compressing?
08:07 Positive ETF Flows Since July 1st
13:55 Why Institutions Buy Majors, Not Apps (Yet)
15:21 Digital Asset Natives See A Different Opportunity
18:05 Bitcoin Starting To Trade Like Gold
20:42 Institutions Are Getting Sophisticated Now
30:59 Hyperliquid & Zcash Bull Thesis
37:04 Memes Aren't Sustainable
Guest Socials:
Matt Hougan X: https://x.com/Matt_Hougan
Ryan Rasmussen: https://x.com/RasterlyRock
Bitwise X: https://x.com/Bitwise
Bitwise Website: https://bitwiseinvestments.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 verif…
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zerohash CEO: Wall Street's Biggest Are All In On Tokenization (What This Means)
12 augustus 2026 · 23 min
Edward Woodford, CEO of zerohash breaks down their new Visa Direct partnership, which lets Visa move value instantly across its 12 billion endpoints in over 190 countries using stablecoins. He explains how zerohash quietly powers stablecoin infrastructure for Stripe, Morgan Stanley, and BlackRock's BUIDL fund. He also makes the case that stablecoins are just the first tokenized asset class, and that the real transformation begins once tokenized equities and deposits build on the same rails. Lees meer
Welcome to the future of finance.
Edward Woodford is the Founder and CEO of zerohash, a stablecoin and digital asset infrastructure company powering major financial institutions including Visa, Stripe, and Morgan Stanley.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
02:41 How zerohash Works Underneath
04:43 The Visa Direct Partnership
07:28 Monetary Velocity Onchain Accelerating
09:33 Distribution Is The Real Metric
13:38 What Actually Drove Growth
16:52 BlackRock's BUIDL Partnership Expands
Guest Socials:
Edward Woodford X: https://x.com/e_woodford
Zerohash X: https://x.com/zerohashx
Zerohash Website: https://zerohash.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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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…
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VanEck Research Head: Why This Isn't The AI Bubble Everyone Fears (Here's Why)
11 augustus 2026 · 27 min
Matthew Sigel breaks down why the AI buildout looks more like the 19th-century railroad boom than a bubble about to pop, comparing capital scale, financing structure, and multiyear purchase order backlogs. He also explains why VanEck has gone underweight major L1s like Solana in favor of corporate chains from Circle, Stripe, and Robinhood, and why he believes a CLARITY Act relief rally could be "enormous" if disclosure requirements finally arrive. Lees meer
Matthew Sigel is the Head of Digital Assets Research at VanEck and Portfolio Manager of the VanEck Onchain Economy ETF (NODE), one of the most prominent actively managed funds focused on digital assets equities and infrastructure.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
06:41 Hyperscaler Debt Financing Shift
09:20 Comparing AI To The Railroad Boom
13:34 Why This Buildout Feels Different
15:46 Railroad Boom's Government Backing
20:47 Corporate Chains Are Winning
22:52 CLARITY Would Spark A Relief Rally
Guest Socials:
Matthew Sigel X: https://x.com/matthew_sigel
VanEck X: https://x.com/VanEck_us
VanEck Website: https://www.vaneck.com/corp/en/
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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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 cryptography company that builds s…
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Jesse Pollak: Base Is Winning Trading, Stablecoins, And Payments (The Numbers Prove It)
10 augustus 2026 · 25 min
Jesse Pollak joins us on CLARITY week to break down how Base is leading in trading, onchain finance, and payments. He also explains how x402 agentic payments and tokenized inference are turning Base into the settlement layer for AI agents, something we've been excited about for a while. Lees meer
He also gives a real update on the long-awaited Base token, Ethereum and the scaling Base is bringing, and also explains why he's optimistic the CLARITY Act passes and accelerates adoption even further in 2026.
Jesse Pollak is the Creator of Base, Coinbase's Ethereum Layer 2 network powering trading, payments, financing, and the fastest-growing agentic commerce ecosystem 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 Intro03:39 Trading, Onchain Finance & Payments06:06 Memecoins Meet Real Utility09:05 Tokenized Inference Takes Off on Base12:06 x402 Agentic Payments Explode14:35 Cobie's Influence On Trading20:25 CLARITY Act Ripple Effect Explained23:19 Base Token Update
Guest Socials:
Jesse Pollak X: https://x.com/jessepollak
Base X: https://x.com/base
Base Website: https://www.base.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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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 cryptography company that builds state-of-the-art F…
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CLARITY Final Countdown With Jesse Pollak, Haseeb, Santiago Santos, Katherine Kirkpatrick Bos & Olivia Vande Woude
9 augustus 2026 · 28 min
CLARITY final countdown special today on the show.We're getting the legal, investor, builder, and the onchain business-impact angles in today's show. Lees meer
00:00 Intro
05:10 Equities Rally And Earnings Momentum
09:01 SEC's Rulemaking Backup Plan
10:44 Tokenized Deposits Explained
17:48 Open USD And Permissioned Chains
19:39 Base's Internet Exchange Vision
21:23 Tokenizing Equities On Avalanche
26:14 Wrapping Up Tokenization Tower
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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
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 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳…
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Haseeb Qureshi: Why The Market Doesn't Care About CLARITY (Here's Why)
7 augustus 2026 · 36 min
Haseeb Qureshi breaks down why crypto markets have become numb to CLARITY Act headlines, and explains why Western Union partnering with Dragonfly portfolio company Rain signals stablecoins are already eating into legacy payment margins. He also makes the case that tokenized deposits are "basically uninteresting" compared to stablecoins, and questions whether Tempo's Open USD consortium is a real commitment or just a free option for its backers. Lees meer
Haseeb Qureshi is a Managing Partner at Dragonfly, a leading digital assets venture capital firm with investments spanning stablecoins, infrastructure, and consumer crypto applications.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Markets Are Sluggish
08:15 Western Union Bets On Rain
12:23 Tokenized Deposits Vs Stablecoins
17:56 Real Innovation Vs Fake Crypto
23:13 Is Open USD Just A Free Option
26:21 Stripe's Not Betting That Hard
35:07 Why Rain Could Be Enormous
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 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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions…
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Cody Carbone: We've Never Been This Close To CLARITY (Full Breakdown)
6 augustus 2026 · 13 min
Cody Carbone breaks down the real vote count behind the CLARITY Act and explains why ethics has become "the whole ballgame" holding up trillions in potential capital inflows. He also draws parallels to the GENIUS Act's rocky path to passage, making the case that history says this bill still gets done. Lees meer
Cody Carbone is the CEO of The Digital Chamber, a leading blockchain advocacy organization working directly with lawmakers in Washington, DC to pass digital asset market structure legislation.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
03:05 The Path To 60 Votes
05:07 Ethics Is The Whole Ballgame
09:31 New Ethics Language Being Brokered
11:57 History Shows Deals Get Done
Guest Socials:
Cody Carbone X: https://x.com/CodyCarboneDC
The Digital Chamber X: https://x.com/DigitalChamber
The Digital Chamber Website: https://digitalchamber.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
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝘀𝘀𝗲𝘁𝘀 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵…
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Eleanor Terrett: Why CLARITY Is Likely To Happen This Year (Detailed Explanation)
5 augustus 2026 · 19 min
Eleanor Terrett breaks down the state of play on the CLARITY Act just before the August recess deadline, unpacking the ethics language dividing Democrats and Republicans and why the DOJ-versus-state-AG enforcement fight remains the key sticking point. She also explains why the Blockchain Regulatory Certainty Act has suddenly become just as contentious, pitting developer protections against law enforcement concerns. Lees meer
Eleanor Terrett is the Co-Founder and Co-Host of Crypto in America, a leading independent outlet covering digital assets policy and regulation in Washington, DC.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
04:28 The Ethics Provision Explained
06:45 Why Democrats Say It's Not Enough
09:22 60 Democrats Votes Needed
11:24 The FTX Hangover Still Lingers
14:26 BRCA's Developer Liability Fight
17:10 Staking And Bank Pushback
Guest Socials:
Eleanor Terrett X: https://x.com/EleanorTerrett
Crypto In America X: https://x.com/CryptoAmerica_
Crypto In America Website: https://linktr.ee/cryptoinamerica_
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 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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: h…
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Vladimir Novakovski: Why Robinhood Chain And Lighter Both Bet On Ethereum (Composability Thesis)
4 augustus 2026 · 35 min
Vladimir Novakovski breaks down why both Lighter Core and Robinhood Chain sit on top of Ethereum, and how ZK proofs let market makers move capital between instances within minutes. He also previews a future where users simply describe their market thesis and let an AI agent execute the trade, plus options on pre-IPO stocks currently in the works. Finally, he lays out why the LIT token carries zero dual structure, it represents 100% of Lighter's equity, with all future value, including quarterly buybacks, accruing directly to token holders. Lees meer
Vladimir Novakovski is CEO of Lighter, a decentralized perp exchange built on top of Ethereum with an institutional-grade security-first architecture.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
04:23 Options & Pre-IPO Stocks Expansion
06:49 Robinhood And Telegram Partnerships
09:58 Regulatory Parameters Per Lighter Perps Instance
12:39 One Global Liquidity Layer
16:18 The LIT Token Is The Equity
21:13 CLARITY Revenue Sharing
24:39 Diversified Revenue Story
28:27 Institutional Vs Retail Tracks
31:44 Lessons From Citadel And SBF
34:02 AI Agents Have Already Started Trading
Guest Socials:
Vladimir Novakovski X: https://x.com/vnovakovski
Lighter X: https://x.com/Lighter_xyz
Lighter Website: https://lighter.xyz/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
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 1inch.com/aqua
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more w…
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Sam Kazemian: The New Frax Bull Thesis For 2026 (Full Breakdown)
2 augustus 2026 · 29 min
Sam Kazemian makes the case that there's no hidden "dead body" under this digital assets cycle, and he breaks down how GENIUS-compliant stablecoins could power instant business banking, from incorporation to payroll to DeFi, from day one. He also unpacks Frax's new banking partnership with Erebor and why he believes a handful of stablecoin consortiums could become "the next Visa network." Lees meer
Sam Kazemian is the Founder of Frax, a protocol behind frxUSD and one of the earliest and longest-running stablecoin projects 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
02:34 No Big Dead Bodies In Crypto
06:26 Instant Business Banking Onchain
09:50 Frax's Erebor Banking Partnership
15:55 Open USD Alliance Explained
21:13 The Next Visa Network Is Forming
25:46 Genius Compliant Or Bust
Guest Socials:
Sam Kazemian X: https://x.com/samkazemian
Frax Finance X: https://x.com/FraxFinance
Frax Finance Website: https://frax.com/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
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 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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption…
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Jito Chief Legal Officer: Inside The 600-Page Clarity Act (Full Breakdown)
30 juli 2026 · 28 min
Rebecca breaks down the 600-page CLARITY Act, from its unprecedented ethics language to the extensive new rulemaking powers it hands regulators, and explains why full implementation could take years even after passage. She also unpacks hidden riders in the bill and a lesser-known fight brewing between prediction markets and the gaming industry. Lees meer
Rebecca Rettig is the COO at Jito Labs, a Protocol Labs company, and a veteran digital assets policy voice who previously worked on DeFi regulatory issues during the early days of centralized exchange dominance in Washington.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
04:36 Clarity's Unprecedented Ethics Language
09:05 New Powers For Regulators
11:32 Regulators Struggle With Rulemaking
14:53 Treasury Defines DeFi Control
21:28 Hidden Riders In The Bill
25:30 Prediction Markets Vs Gaming Industry
Guest Socials:
Rebecca Rettig X: https://x.com/RebeccaRettig1
Jito Labs X: https://x.com/jito_labs
Jito Labs Website: https://www.jito.network/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
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 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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company tha…
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Ethereum’s Sleeping Giant Just Woke Up - 1inch Co-Founder on Launch of Aqua
29 juli 2026 · 33 min
Sergej Kunz breaks down 1inch's new Aqua protocol, built on research showing liquidity providers left over $150 million in fees on the table, and explains how it lets users earn yield without giving up custody, governance rights, or capital efficiency. He also traces 1inch's evolution from intent-based swaps and Fusion. Lees meer
Sergej Kunz is the Co-Founder of 1inch, a leading DeFi aggregator and liquidity infrastructure protocol he built starting from an Ethereum hackathon in 2019.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
01:13 The $150 Million Fee Leak
02:34 1inch's Origin And Pathfinder
04:11 Fusion And The Sandwich Attack Fix
04:49 Fixing The Broken Bridge Space
09:17 Compliance Without Mixing Liquidity
11:40 Aqua's Incentive Program
13:09 Liquidity That Never Leaves Your Wallet
15:01 The Math Behind Optimal Fees
18:22 Looping For 40x Efficiency
23:09 One Wallet, Eight Venues
25:53 85% Of Liquidity Sits Idle
28:12 4x LP Fee Efficiency
29:34 Aqua Incentives & Game Theory
Guest Socials:
Sergej Kunz X: https://x.com/deacix
1inch X: https://x.com/1inch
1inch Website: https://1inch.com/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
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 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/
---
Relay is the fastest and most reliable way to swap any toke…
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Morpho CEO: Vaults Are The Next 100x In Asset Management (Institutional Appeal)
27 juli 2026 · 42 min
Paul Frambot breaks down how Morpho's new Midnight protocol lets curators price risk directly, unlocking under-collateralized lending onchain for the first time, and explains why he believes DeFi is finally ready to capture a slice of the $200 trillion global credit market. He also makes the case against aggressive token buybacks, arguing that reinvesting in growth beats shrinking the float. Lees meer
Paul Frambot is the Founder and CEO of Morpho, a decentralized lending protocol powering onchain credit for Coinbase, Robinhood, and other major institutions.
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 Unlocking The $200T Credit Market
09:05 Midnight Unlocks Custom Loan Pricing
11:32 Under-Collateralized Loans Become Reality
18:30 Risk-Adjusted Markets Never Before Possible
21:13 Token Value Vs Buybacks Debate
34:21 Clarity Act Update From DC
Guest Socials:
Paul Frambot X: https://x.com/PaulFrambot
Morpho X: https://x.com/Morpho
Morpho Website: https://app.morpho.org/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/
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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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer…
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Cysic Founder: Why The Compute Market Is Getting Ready to Explode (Biggest In The World)
25 juli 2026 · 25 min
Leo Fan breaks down why the real bottleneck in AI isn't model intelligence but a persistent GPU shortage driving up inference costs, even as open-source models from China close the gap. He also unpacks the financialization of compute and why some believe it could become one of the largest derivatives markets in the world. Lees meer
Leo Fan is the Founder of Cysic, a full-stack compute network turning GPUs, ASICs, and spare hardware into verifiable AI infrastructure, and a Cornell CS PhD researcher in zero-knowledge systems and AI.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
04:18 Kimi K2 Shocks Compute Demand
06:39 GPU Shortage Drives Inference Costs
11:34 Engineering Around Chip Gaps
18:23 Compute Financialization
20:48 Earning Yield From Spare Compute
23:20 Compute Markets Future
Guest Socials:
Leo Fan X: https://x.com/leofanxiong
Cysic X: https://x.com/cysic_xyz
Cysic Website: https://cysic.xyz/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer_i...
---
𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮…
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Johann Kerbrat: Inside Robinhood's Crypto Strategy (Full Explanation)
24 juli 2026 · 29 min
Johann Kerbrat breaks down Robinhood Chain's explosive first three weeks and explains the strategy behind bringing tokenized equities, DeFi, and stablecoin yield onchain. He also unpacks the Base vs. Robinhood Chain rivalry and Robinhood's broader vision to become a true financial super app. Lees meer
Johann Kerbrat is the General Manager of Crypto at Robinhood, leading the launch of Robinhood Chain and the company's push into tokenized equities, DeFi, and onchain finance.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
02:50 Three Megatrends Robinhood Is Betting On
05:02 Bringing Tokenized Equities Onchain
15:04 Who Wins The Tokenization Wave
18:19 Base Vs Robinhood Chain Rivalry
22:18 Bringing Off-Chain Products Onchain
24:36 Robinhood Chain's Business Model
27:00 Robinhood's Super App Vision
Guest Socials:
Johann Kerbrat X: https://x.com/JohannKerbrat
Robinhood Crypto X: https://x.com/RobinhoodCrypto
Robinhood Crypto Website: https://robinhood.com/us/en/chain/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer_i...
---
…
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WisdomTree Digital Assets BD: Tokenization Is The Biggest Shift In Finance Happening Today (Full Thesis)
22 juli 2026 · 28 min
Maredith Hannon breaks down why WisdomTree built its own end-to-end tokenization platform rather than relying on partners, and explains why she believes regulatory clarity from the GENIUS and CLARITY Acts will unleash a "tidal wave" of onchain asset growth. She also makes the case that privacy and identity are the next must-solve primitives for institutional adoption of tokenized assets. Lees meer
Maredith Hannon is the Head of Business Development at WisdomTree Digital Assets, a division of the $170+ billion global ETF and ETP sponsor building tokenized money market funds, stablecoins, and real-world asset products.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
00:00 Intro
02:37 Building Their Own Tech Stack
05:18 Who Wins The Tokenization Wave
09:04 Choosing The Right Partners
11:31 Why A Tokenized Money Market Fund
13:37 Clarity Act Deadline Looms
15:39 Genius Act's Tidal Wave Effect
19:13 Vaults And Custom Portfolios
22:05 Why Privacy Is Non-Negotiable
27:37 Why Investors Choose Tokenization
Guest Socials:
WisdomTree X: https://x.com/WisdomTreePrime
WisdomTree Website: https://www.wisdomtreeprime.com/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
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1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/
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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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. …
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Plume GC: CLARITY Act Deadline Is Fast Approaching (Full Update)
21 juli 2026 · 28 min
Salman Banaei breaks down the state of play in DC on the CLARITY Act, from the ethics fight holding up Democratic support to the DeFi and conflicts-of-interest provisions still being negotiated, and puts the odds of passage this cycle at 40-50%. He also explains why Title IV's bank provisions and the bill's token fundraising framework could be some of the biggest unlocks in digital assets regulation yet.Salman Banaei is the General Counsel at Plume, a blockchain built for real-world asset finance, and a former SEC and CFTC policy advisor who has testified before Congress on digital asset regulation.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.|Timestamps:00:00 Intro01:19 Trump $2 Billion Meme Coin Controversy03:29 Private Negotiations Happening Now06:03 Trump Personally Attached To Ethics Clause09:44 Four Areas Of Debate Explained12:27 DeFi Provision Breakdown15:00 Clarity Act Market Structure Deep Dive19:05 Next Window Is Post 2028 Election21:29 August 10th Hard Deadline Confirmed24:52 Transaction Based Rewards PermittedGuest Socials:Salman Banaei X: https://x.com/banamlasPlume X: https://x.com/PlumeNetworkPlume Website: https://plume.org/Partners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wa… Lees meer
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Andre Cronje: The Biggest DeFi Boom Is Yet To Come (Entire Thesis)
18 juli 2026 · 57 min
Andre Cronje breaks down why he believes decentralization is dead as a design goal, and unpacks how Flying Tulip is rebuilding DeFi composability. He also explains the security-versus-UX tradeoffs behind circuit breakers, upgradable contracts, and Flying Tulip USD's delta-neutral staking design. Lees meer
Andre Cronje is the Founder of Flying Tulip and a veteran DeFi builder known for creating Yearn Finance, Sonic, and several other foundational protocols in decentralized finance.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
00:00 Intro
05:58 Security Versus UX Tradeoffs
11:05 Decentralization Is Dead
17:28 Curated Vaults Hide Real Risk
21:00 Flying Tulip's Core Thesis
23:05 Rebuilding DeFi Composability
30:02 RFQ-Based Liquidations Explained
33:20 Why Equity Margin Accounts
40:29 Permissionless Single Asset Pools
43:31 Origin Of Flying Tulip USD
46:19 Delta Neutral Staking Yield
Guest Socials:
Andre Cronje X: https://x.com/AndreCronjeTech
Flying Tulip X: https://x.com/flyingtulip_
Flying Tulip Website: https://x.com/flyingtulip_
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more her…
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Alex Shevchenko: NEAR & ZEC Are Set To Explode (Huge Catalysts Coming)
16 juli 2026 · 52 min
Alex Shevchenko breaks down Confidential Intents, NEAR's new privacy layer that brings bank-level confidentiality to every DeFi primitive, and explains why a dollar that becomes payroll onchain tends to stay onchain. He also unpacks NEAR's "practical privacy" design and how it differs from Zcash and Tornado Cash. He also shares his personal bull case for Zcash and NEAR's own token economics. Lees meer
Alex Shevchenko is the GM at NEAR Intents, a universal liquidity layer that has processed over $23 billion in volume and helped power adoption of the Zcash ecosystem.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
02:37 Confidential Intents Explained
05:26 Payroll Goes Onchain
07:26 NEAR Intents' Growth Drivers
13:55 NEAR's Inflation Debate
16:31 Privacy As Crypto's Biggest Moat
22:18 US Vs EU Regulatory Approach
27:36 Designing Confidential Intents
34:57 NEAR's Practical Privacy Model
42:01 The Zcash Bull Case
Guest Socials:
Alex Shevchenko X: https://x.com/AlexAuroraDev
NEAR Protocol X: https://x.com/NEARProtocol
NEAR Protocol Website: https://www.near.org/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
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1inch is your secure, efficient platform for tokenized RWAs
Whatever asset you’re buying - swap it at 1inch.com.
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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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open…
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Hyperdash Co-founder: Hyperliquid Bull Thesis for 2026 (Updated View)
14 juli 2026 · 30 min
Hanson Birringer breaks down why Hyperliquid is the purest way to express the bull case on perps, tokenization, and stablecoins all at once, and unpacks the mechanics behind the Grayscale ETF and Hyper Holdings' push to bring institutional capital onchain. He also explains why Hyperliquid's revenue could grow exponentially as HIP-3 markets and USDC0 stablecoin flows scale. Lees meer
Hanson Birringer is the Co-Founder and Chief Revenue Officer of Hyperdash, a global brokerage and trading data analytics platform built on Hyperliquid, and a core contributor to Hyper Holdings Global.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
00:48 Hyperliquid's Evolving Thesis
02:24 The Three Megatrends Converge
03:02 Hyperliquid's Purest Expression
04:24 Stablecoins Give Up 90% Fees
05:39 Builder Codes Compound Liquidity
06:48 HIP-3 Regulatory Headwinds
10:18 Incumbents Start Fighting Back
13:22 Hyperliquid's Revenue Forecast
16:22 Hyper Holdings And Grayscale ETF
20:44 What's Next For Adoption
23:44 Token Holders As First-Class Citizens
25:23 Hyperdash's Business Model
26:30 Imperator Acquisition Explained
27:47 Bull And Bear Case
Guest Socials:
Hanson Birringer X: https://x.com/HansonBirringer
Hyperdash X: https://x.com/hypurrdash
Hyperdash Website: https://hyperdash.com/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that bu…
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Joseph Chalom: Ethereum Is Going On Offense (Full Thesis)
12 juli 2026 · 29 min
Joseph Chalom makes the case that Ethereum has the license to win and is finally going on offense to prove it, backed by ETH Labs, Ethereum Institutional, and dominant market share across stablecoins, tokenization, and DeFi. He argues ETH is the trust commodity behind trillions in future onchain asset flows, and that the risk-reward for holding it has never been better. Lees meer
Joseph Chalom is the CEO of SharpLink, one of the largest corporate treasury holders of Ethereum, and a key steward behind the launch of ETH Labs and Ethereum Institutional.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
02:28 The Messaging Was The Problem
04:07 Ethereum Has The License To Win
06:18 The Real Tokenization Land Grab
09:58 The Institutional Supercycle Is Here
13:17 Best Risk-Reward Entry Ever
17:43 Organized, Loud, And Winning
19:27 Decentralized And Unstoppable
21:37 Chalom And Lee Align Forces
24:27 The ETH Supply Sink Tightens
Guest Socials:
Joseph Chalom X: https://x.com/joechalom
Sharplink X: https://x.com/Sharplink
Sharplink Website: https://www.sharplink.com/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer_i...
---
𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂…
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Coinbase Head Of AI: Agentic Finance Is The Biggest Opportunity In Fintech (Full Explanation)
11 juli 2026 · 25 min
Lincoln Murr breaks down why Coinbase is building toward a post-AGI economy where autonomous agents hold their own financial accounts and transact using digital assets rails. He also unpacks the geopolitics of AI regulation, from potential government stakes in frontier labs to the rise of cheaper Chinese models challenging U.S. dominance. Lees meer
Lincoln Murr is the Head of AI Product at Coinbase, leading the company's x402, Coinbase for Agents, and Coinbase Advisor initiatives at the intersection of artificial intelligence 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
01:04 AI Meets Digital Assets
02:58 Speculating On Compute Markets
05:13 Coinbase Advisor Explained
07:18 Fully Autonomous Agent Trading
10:04 AI Models Get Restricted
14:01 Nationalizing AI Labs
15:04 Cheap Chinese Models Debate
18:00 Data Centers In Space
19:56 How Early AI Adoption Is
21:25 Coinbase's Post-AGI Vision
23:35 Where AI And Payments Converge
Guest Socials:
Lincoln Murr X: https://x.com/MurrLincoln
Coinbase X: https://x.com/Coinbase
Coinbase Website: https://www.coinbase.com/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer_i...
---
𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿…
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Curve Founder: The Next Massive Expansion Is Coming (New Thesis)
9 juli 2026 · 33 min
Michael Egorov breaks down why FX markets are slowly but inevitably moving onchain, driven by real demand from crypto-native fintechs rather than a big institutional push. Lees meer
He also explains how Curve is evolving its concentrated liquidity design to support currency pairs beyond stablecoin-to-stablecoin swaps, and why dollars that enter the chain tend to stay there.
Michael Egorov is the Founder and CEO of Curve, one of DeFi's most foundational protocols and a pioneer of stablecoin liquidity infrastructure since the earliest days of decentralized finance.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
01:49 Stablecoin Landscape Today
03:56 Curve's Original Design
05:44 Non-USD Stablecoin Debate
07:40 Fintechs Driving FX Demand
09:34 Spread Needed For FX
12:31 Consumer Behavior Theory
18:11 Institutions Using Curve
20:44 Dollars Stay On Chain
23:13 Curve's Fiat Cash Leg
29:02 Managing Concentrated Liquidity
31:02 Curve's Origin Story
Guest Socials:
Michael Egorov X: https://x.com/newmichwill
Curve X: https://x.com/yieldbasis
Curve Website: https://yieldbasis.com/earn
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer_i...
---
𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯…
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Chronicle CEO: RWAs Will Lead The Next Bull Market (Biggest Wave Ever)
8 juli 2026 · 1 uur
Niklas Kunkel breaks down the strange divergence between record institutional bullishness on digital assets and the apathy in digital asset-native circles. He also details Chronicle's path to becoming the leading oracle, the mechanics of an upcoming token, and why the next phase of tokenization is just beginning. Lees meer
Niklas Kunkel is the Founder and CEO of Chronicle Labs, the oracle infrastructure that spun out of MakerDAO and now secures over $16 billion in onchain assets for institutions including BlackRock and BNY.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Chronicle's Origin Story
01:12 Institutions Bullish
03:28 Institutional Driven Market Cycle
06:18 What Institutions Want Now
09:04 Utility Vs Distribution Problem
11:12 Redefining Proof Of Reserves
16:14 Why Trust Chronicle
19:35 DeFi's $150B Ceiling
21:08 The $2 Trillion Opportunity
25:39 Who's Winning RWA Race
30:57 How To Get Exposure
34:07 Hyperliquid Sets The Standard
41:32 Chronicle's Institutional Partnerships
50:13 Institutional Compliance Explained
55:48 Chronicle Is Launching A Token
Guest Socials:
Niklas Kunkel X: https://x.com/nomos_paradox
Chronicle X: https://x.com/ChronicleLabs
Chronicle Website: https://chroniclelabs.org/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing…
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Gracy Chen: Tokenized Equity Is The Next Biggest Trend In Digital Assets (What's Next)
5 juli 2026 · 30 min
Gracy Chen breaks down how Bitget evolved into a universal platform offering tokenized stocks, ETFs, bonds, forex, and pre-IPO positions, shares the 10% vision she pitched to BlackRock CEO Rob Goldstein, and explains why stablecoin issuers and Solana's RWA positioning are the biggest winners of the tokenization wave. One of the most globally-minded CEO perspectives we've had on the show. Lees meer
Gracy Chen is CEO of Bitget, one of the world's largest global digital assets exchanges offering crypto, tokenized stocks, ETFs, bonds, and pre-IPO 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
02:50 Bitget's Tokenized Stock Offering
05:39 Return To Fundamentals Era
08:32 Quality Projects Taking Shape
11:02 Top Exchanges Diverge Now
13:39 10% Vision With BlackRock
16:26 Who Wins This Wave?
19:14 Nvidia Stock As Collateral
22:46 Perps Coming To US
25:34 Perps And Spot Coexist
28:10 Marathon Not A Sprint
Guest Socials:
Gracy Chen X: https://x.com/GracyBitget
Bitget YouTube: https://x.com/bitget
Bitget Website: https://www.bitget.com/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer_i...
---
𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱…
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AntSeed Founder: The AI Inference Boom That Is Set To Explode (Here's Why)
4 juli 2026 · 29 min
Amos joins us to break down why inference is the new oil and companies will hedge inference costs the same way airlines hedge jet fuel, why AntSeed is open router without open router in the middle, and why all network revenue goes to buy and burn with no company capturing value. 14 years in crypto. This is what he's building next. Lees meer
Amos Meiri is Co-Founder of AntSeed, an open-source P2P marketplace for AI inference, and a 14-year crypto veteran who helped build colored coins alongside Vitalik before Ethereum existed.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
03:17 Inference Is New Oil
06:27 AI Financialization Just Starting
09:27 BitTorrent Model For Inference
11:59 1,000 Users Three Months
14:45 Open Market Creates Competition
17:31 Foundation Not A Company
20:01 Liquid Inference Token Explained
22:38 Venice DM Token Parallel
25:36 Permissionless Inference Is Future
Guest Socials:
Amos Meiri X: https://x.com/AmosMeiri
AntSeed X: https://x.com/AntSeedAI
AntSeed Website: https://antseed.com/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer_i...
---
𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗱𝗶𝗴𝗶𝘁…
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Vladimir Novakovski: The Rise of Perps In Mainstream Finance (Robinhood Partnership Explained)
2 juli 2026 · 17 min
Yesterday Robinhood hosted their “The World is Flat” event where they announced the Robinhood chain mainnet & deepened relationship with Lighter, amidst many other digital asset focused initiatives. Lighter was named the official perps partner of Robinhood and will be directly integrated within the Robinhood wallet. Lees meer
Vladimir Novakovski is CEO and Co-Founder of Lighter, a decentralized perpetual exchange with an institutional-grade security-first architecture.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
02:53 Perps For Robinhood Users
05:30 What Lighter Brings Robinhood
08:13 ETH As The Clearing Layer
10:47 Building Beyond Robinhood
13:40 Options Launch In Q3
Guest Socials:
Vladimir Novakovski X: https://x.com/vnovakovski
Lighter X: https://x.com/Lighter_xyz
Lighter Website: https://lighter.xyz/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer_i...
---
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/cate…
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VirtualBacon: The Next Bull Market Is Here (Full Thesis)
1 juli 2026 · 44 min
VirtualBacon Dennis Liu breaks down why Bitcoin at 58K is deep value territory, why the four year cycle has repeated exactly as expected and isn't going anywhere, and why HYPE and Lighter are the cleanest expressions of the tokenization trade while ETH wins the underlying technology stack. Plus his hot take on MicroStrategy's real liquidation level and why the $1.25B Bitcoin sale is barely a rounding error.Dennis Liu is a digital assets trader and content creator widely known as VirtualBacon, one of the most followed technical analysis voices in the digital assets space.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro02:36 Bitcoin Gold Post Iran05:09 Equal Playing Field Now08:05 After Clarity Divide Begins11:04 Retail Vs Institutional Divide13:51 Only Five Stablecoin Players16:37 Perps Huge Next Cycle19:22 Kalshi Overtook Polymarket21:52 MSTR Liquidation Level $10K24:29 Three Parties To Please27:05 Five Years Angel Experience30:00 Revenue Beats L1 Thesis37:48 Tokenization Trillions Are Coming40:32 ETH Wins Token IssuanceGuest Socials:Virtual Bacon X: https://x.com/virtualbaconVirtual Bacon YouTube: https://www.youtube.com/@virtualbaconPartners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wa… Lees meer
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MoneyGram CEO: Tokenization & Stablecoins Are Set To Explode (Why We're Betting Big On It)
30 juni 2026 · 32 min
MoneyGram CEO Anthony Soohoo breaks down why launching MGUSD was a vertical integration play straight out of Apple's microprocessor playbook, why MoneyGram's 500,000 physical locations are an unbeatable moat in a stablecoin world, and why their new Kraken partnership lets anyone cash out crypto at a MoneyGram or Walmart location worldwide. Lees meer
Anthony Soohoo is Chairman and CEO of MoneyGram, a 500,000-location global payments and remittance network now building stablecoin infrastructure across Stellar, Solana, and Tempo.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
02:36 Tokenization Increases Margins
06:04 Why Launch Your Own Stablecoin
09:24 Typical Remittance User Journey
13:14 Stablecoin Speeds Settlement
17:05 Stellar Solana Tempo Infra
19:59 Becoming Validators
22:01 60 Million Active Customers
24:30 Economics Of Going Digital
27:01 GENIUS Act Gave Confidence
29:55 Boldest Prediction Agent IDs
Guest Socials:
Anthony Sooho X: https://x.com/anthonysoohoo
MoneyGram X: https://x.com/MoneyGram
MoneyGram Website: https://bit.ly/m/MoneyGram
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
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APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/
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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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Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% o…
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Portal VC Founder: How To Invest In A Post-AI World (Huge Changes)
28 juni 2026 · 36 min
Evan Fisher breaks down why blockchain is more analogous to legal technology than financial technology, why AI-proof moats in crypto are network effects, liquidity, and trust rather than code, and why momentum investors who mistake good metrics for durable value will be this cycle's biggest losers. Lees meer
Evan Fisher is Founder of Portal Ventures, a pre-seed blockchain investment firm managing $120M across two funds.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
Guest Socials:Evan Fisher Socials: https://x.com/evanbfishPortal Ventures Socials: https://x.com/portalventuresPortal Ventures Website: https://portal.vc/
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Fomo Co-Founder: The FOMO Bull Thesis For Trading Crypto (Be Early)
26 juni 2026 · 29 min
Se Yong Park breaks down why FOMO is building the trading app for the rest of us... any chain, any asset, never miss out again, why AI will commoditize content but can never commoditize money and risk, making social the most defensible moat in on-chain finance, and why FOMO raised $75M from Benchmark, Robinhood, and Coinbase without touching a single venture dollar before closing the round. Lees meer
Se Yong Park is Co-Founder of FOMO, a social trading app for on-chain assets built for everyone.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
00:41 TradFi To Crypto Journey
04:19 Never Early Enough Thesis
07:37 Money Can't Be Commoditized
09:16 Paper Electronic Blockchain Trading
11:10 FOMO Is For Everyone
13:23 $500 To $1.7M Story
16:11 On-Chain Evolution Explained
19:14 Prediction Markets Still Early
22:06 Agentic Trading Research Tool
27:00 $75M We Didn't Need
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WalletConnect CEO: The WalletConnect Bull Thesis (Billions In Volume)
23 juni 2026 · 30 min
Jess Houlgrave breaks down why 2026 is the year of non-USD stablecoins with USDC losing Mica compliance, 30 European banks now issuing a euro stablecoin, and HKD, JPY, SEK and CHF versions all coming to market. She covers WalletConnect's $6B per week in stablecoin volume, why broad asset support is the key to reducing merchant and much more. Lees meer
Jess Houlgrave is CEO of WalletConnect, the leading financial connectivity layer powering stablecoin payments across 700 wallets and hundreds of thousands of applications.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:04 TradFi Crypto Worlds Converging
02:48 $6B Volume Last Week
04:50 Non-USD Stablecoins Growing Fast
08:08 30 Banks Issuing EUR Stablecoin
11:26 WalletConnect Just The Pipes
13:47 Broad Assets Less Dropoff
18:45 Payment Has Multiple Layers
20:47 Stablecoin Cards Hurt Merchants
24:10 New CRO From Visa
28:39 Worst Quarter For Security
Guest Socials:
Jess Houlgrave X: https://x.com/Houlgrave
WalletConnect X: https://x.com/WalletConnect?lang=en
WalletConnect Website: https://walletconnect.com/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
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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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer_i...
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𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾…
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Trace CEO: We Built A $10B Volume Stablecoin Company (How We Did It)
21 juni 2026 · 28 min
Bernardo Brites breaks down why the Brazilian real is uniquely positioned for a stablecoin, why being pro-banking rather than anti-banking is the only path to the next hundreds of millions of stablecoin users, and how Trace processed $10B of payment volume on just $4M in seed capital before closing a $32M Series A.Bernardo Brites is Co-Founder of Trace Finance, a cross-border payments and stablecoin infrastructure platform for companies in Brazil, LatAm, and beyond.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro01:27 Ten Years In Crypto05:22 Brazil Cross-Border Is Here08:35 Brazil's Toughest Regulated Market10:37 $32M Series A Breakdown13:34 $10B On $4M Raised17:05 Compliance Shouldn't Be Bottleneck22:06 BRL Stablecoin Unique Case24:14 Singapore Best Cross-Border Hub26:08 Regulated Both Sides WinsGuest Socials:Bernardo Brites Socials: https://x.com/bebritesTrace Finance Socials: https://x.com/FinanceTraceTrace Finance Website: https://www.tracefinance.com/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_i...---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:… Lees meer
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Hester Peirce: The Positive Future of Digital Asset Regulation (Huge Catalysts Coming)
19 juni 2026 · 51 min
SEC Commissioner Hester Peirce breaks down the state of digital asset regulation in the USA. She joins us to talk through the Rule 611 trade-through proposal that's been 20 years in the making, why the innovation exemption is deliberately narrow, her views on synthetic tokenized securities, and why self-custody and financial privacy are non-negotiable principles she wants embedded into every regulatory regime that follows. Lees meer
Hester Peirce is an SEC Commissioner and founder of the SEC's Crypto Task Force, widely known in the digital assets industry as 'Crypto Mom'.
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 Rule 611 Proposal Explained
08:23 Innovation Exemption Myths Busted
14:37 Remaining Priorities At SEC
17:18 Term Ending Before Year-End
20:03 Best Practices For Companies
23:37 Chairman Atkins Will Continue
26:38 Three Tokenization Categories Explained
32:01 Smart Contracts For Securities
38:53 Pre-IPO Markets And Retail
44:19 Self-Custody And Privacy Are Sacred
50:06 What's Next For Hester?
Guest Socials:
Hester Peirce Socials: https://x.com/HesterPeirce
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
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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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer_i...
---
𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀…
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Sam Boboev: The AI x Fintech Bull Case (My Full Thesis)
18 juni 2026 · 32 min
Sam Boboev breaks down why stablecoins are the native currency of AI agents, why Mastercard's $1.8B blockchain acquisition and Visa's OpenAI partnership signal the payment giants have accepted their stablecoin future, and why the real killer use case for stablecoins isn't consumer payments.Sam Boboev is Founder of Fintech Wrap Up, a media and analytics platform covering AI, stablecoins, and the future of payments.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro02:17 Stablecoins Native AI Currency05:25 B2B Leads Short Term06:42 Chime AI Assistant Launch10:17 Who Wins Agent Commerce?12:01 Revolut 75M Data Advantage14:37 Mastercard Visa Agent Pay16:06 Mastercard $1.8B Blockchain Bet19:24 More Stablecoin Consolidation Coming23:03 Settlement Is The Killer25:36 Bullish On AI Stablecoins29:02 Regulation Is The UnknownGuest Socials:Sam Boboev Socials: https://x.com/samboboevFintech Wrap Up Website: https://www.fintechwrapup.com/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_i...---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… Lees meer
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Alex Cutler: The Aerodrome Bull Thesis for 2026 (Expansion Plans)
17 juni 2026 · 53 min
Alexander Cutler breaks down the state of investing in tokens, why Aerodrome is already the number one onchain exchange for Bitcoin, Ethereum, and FX volume, why 100% value redistribution is the only sustainable moat in onchain finance just like Hyperliquid proved in derivatives, and why predictive allocation is an entirely new primitive that lets capital allocators bet on where liquidity needs to exist before demand ever arrives. Alexander Cutler is CEO of Dromos Labs and core contributor of Aerodrome, the leading onchain spot exchange on Base.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro01:10 MetaDEX03 In Audit04:55 How Exchanges Become Distribution Engines09:09 SEC Tokenized Equities Leak11:29 10% GDP Goes Onchain?13:15 A Massive Change In Tokens16:07 How Hyperliquid Won Dominance20:39 90% Redistribute Zero Value26:33 Traditional Allocators Get It34:12 Coinbase VC Bought Onchain Directly37:54 Predictive Allocation New Primitive47:43 Polymarket Proves The Model Lees meer
Alex Cutler Socials: https://x.com/wagmiAlexanderAerodrome Socials: https://x.com/AerodromeFiAerodrome Website: https://aerodrome.finance/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
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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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer_id=133&…
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Inside NEAR: 10+ Years Building Toward the Agent Economy with Illia Polosukhin
15 juni 2026 · 40 min
From pioneering the Transformer architecture now used in every AI stack to building the rails for the agent economy, NEAR Co-Founder Illia Polosukhin connects the full arc in this inaugural episode of “Inside NEAR,” a new quarterly series on The Rollup. Illia breaks down NEAR’s early architectural bets that are now paying off, why privacy had to be a base-layer choice, and how it all culminates in NEAR becoming AI money: the unit of account for inference, compute, and every agent-to-agent transaction settling onchain. With $20B+ in Intents volume and a path to deflation, the thesis is simple: NEAR’s TAM isn't crypto, it's all of commerce. Lees meer
Illia Polosukhin is Co-Founder of NEAR Protocol.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
01:38 State Of NEAR Quarterly
04:32 The Transformer's Origin Story
06:51 NEAR Started As AI
11:40 Post-Quantum Crypto Coming Soon
13:48 Root Of Trust Solved
19:36 Target Market All Commerce
20:41 AI Frontend Blockchain Backend
22:44 Confidential Intents TVL Rising
28:51 Fee Switch Turned On
34:04 NEAR Is AI Money
36:30 One Line Changes Reality
Guest Socials:
Illia Polosukhin X: https://x.com/ilblackdragonNEAR Protocol X: https://x.com/NEARProtocolNEAR Protocol Website: https://www.near.org/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
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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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-eve…
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Vladimir Novakovski: Lighter Bull Thesis For 2026 (What’s Changed)
13 juni 2026 · 46 min
Vladimir Novakovski sits down with Andy & Robbie to break down the Lighter bull thesis from The Tokenization Tower in NYC. We discuss Lighter's escape hatch design that lets every participant exit through Ethereum even if the protocol fails, why the RFQ model is the key to bootstrapping liquidity for pre-IPO and RWA perps, and why getting Citadel and US institutional capital on chain is the biggest unlock the perp market hasn't hit yet. He's working with the CFTC to make that happen. Lees meer
Vladimir Novakovski is CEO of Lighter, a decentralized perp exchange built on top of Ethereum with an institutional-grade security-first architecture.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
01:37 Perp Market Awareness Today
03:26 Pitching Institutions On Lighter
05:28 Ethereum Security And Escape Hatch
07:54 How Market Makers Stay Comfortable
11:17 How Lighter Bootstraps Liquidity
12:35 Pre-IPO Perp Durability
15:37 Build In-House Or Composable
19:29 US Regulatory Path For Perps
23:29 CFTC Innovation Council Insights
26:39 Questions For Commissioner Hester Peirce
28:07 Team Culture And Miami Office
32:26 Founder Decision Making Framework
34:46 AI Agents And Lighter's Stack
37:30 Perps Market Structure Long View
41:21 Power Law Or Distributed Market?
Guest Socials:
Vladimir Novakovski X: https://x.com/vnovakovski
Lighter X: https://x.com/Lighter_xyz
Lighter Website: https://lighter.xyz/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
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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/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds…
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David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)
12 juni 2026 · 36 min
David Schamis breaks down why PERE now holds over 10% of HYPE's circulating supply, why the Coinbase and Circle deal added $200M in annual buybacks that the market didn't price in for a full day, and why Hyperliquid's price discovery on Cerebus and SpaceX may make investment bankers irrelevant to the IPO process. Lees meer
David Schamis is CEO of Hyperliquid Strategies, a publicly traded company and one of the largest corporate holders of HYPE.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 PERE Major Update Announced
01:03 Not Michael Saylor Mindset
05:38 ATM Equity Line Explained
08:00 Right Move Is Nothing
11:19 Coinbase Circle Deal Impact
14:16 $200M More Buybacks
16:02 He Checks HYPE Constantly
17:32 Cerebus IPO Predicted Perfectly
18:34 SpaceX Price Discovery
22:13 Anthropic OpenAI IPOs Coming
25:22 IPO Discount Is Toll
31:12 PERE Beat All ETFs
Guest Socials:
David Schamis X: https://x.com/dschamis
Hyperliquid Strategies X: https://x.com/HypeStrat
Hyperliquid Strategies Website: https://www.hypestrat.xyz/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
---
Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/
---
Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge
---
Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
Learn more here: https://www.zama.org/
---
Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.
Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664
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𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻…
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Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)
11 juni 2026 · 41 min
Jake Brukman breaks down why a swarm of decentralized agents beat Google's quantum circuit research in a week, why decentralized training on consumer hardware is now provably cheaper than data centers, and why winning just 10% of AI training automatically locks in revenue from a $1 trillion inference market. He published this thesis in September 2022, before ChatGPT existed. Lees meer
Jake Brukman is Founder and CEO of CoinFund, an 11-year digital assets and decentralized AI investment firm.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 AI Meets Decentralization Thesis
02:44 Thesis Before ChatGPT Existed
03:44 Consumer Devices Train Models
04:29 100B Parameters Consumer Hardware
06:45 Rise Of Authentic Swarms
09:15 Swarms Outpaced Google Fast
12:53 Inference Drives All Revenue
13:13 $1T Inference Market 2031
14:53 Crypto Subsidizes AI Inference
17:02 Win Training Win Inference
20:47 Decentralized Training Now Cheaper
22:49 Kirkland $500M Own Model
28:39 Harnesses Collect Trace Data
31:24 Co-Own Model Donate Traces
33:10 Different From Past Web3
40:11 2.4B Monthly AI Users
Guest Socials:
Jake Brukhman X: https://x.com/jbrukh
CoinFund X: https://x.com/coinfund
CoinFund Website: https://www.coinfund.io/
Partners:
Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/
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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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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 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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Trezor is the creator of the first-ever hardware wallet. Securing …