
The Rollup
The Rollup is a podcast where leaders in digital assets and finance converge, hosted by Robbie and Andy. It covers topics at the intersection of digital assets and capital markets, featuring interviews and discussions with industry experts. The show is broadcast live from the financial capital of the world, New York City.
Episodes
David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)
David Schamis breaks down why PERE now holds over 10% of HYPE's circulating supply, why the Coinbase and Circle deal added $200M in annual buybacks that the market didn't price in for a full day, and why Hyperliquid's price discovery on Cerebus and SpaceX may make investment bankers irrelevant to the IPO process. David Schamis is CEO of Hyperliquid Strategies, a publicly traded company
Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)
Jake Brukman breaks down why a swarm of decentralized agents beat Google's quantum circuit research in a week, why decentralized training on consumer hardware is now provably cheaper than data centers, and why winning just 10% of AI training automatically locks in revenue from a $1 trillion inference market. He published this thesis in September 2022, before ChatGPT existed.Jake Brukman is Fou
Frax Founder: The Future Of Stablecoins & Onchain Businesses (Why Now)
Sam Kazemian breaks down why the Genius Act's 120-day default acceptance is the most bullish structural change for compliant stablecoins, why you can't vibe code liquidity or DeFi integrations regardless of AI, and why the stablecoin supply step function could arrive in 6 to 8 months.Sam Kazemian is Founder of Frax Finance, the protocol behind FRAX USD, a Genius-compliant decentralized sta
DeFi Dad: The Ethereum Bull Thesis In 2026 (What's New)
DeFi Dad breaks down why lighter's ETH escape hatch makes it the most underrated security feature versus HyperLiquid, why RWA tokenization will eventually eclipse all native crypto tokens by market cap, and why ETH staking yield is effectively the native T-bills rate of the entire DeFi economy. The most convicted ETH bull case you'll hear right now.DeFi Dad is one of the most prominent lon
Haseeb Qureshi: The Meteoric Rise of Perps (And The Next Massive Move)
Dragonfly's Haseeb Qureshi breaks down why Bitcoin is not an honest macro asset, why domestic perps will disappoint compared to offshore, and why BNB has been outearning Hyperliquid for years yet nobody wants to talk about it. The most contrarian read on digital assets you'll hear this week.Haseeb Qureshi is Managing Partner at Dragonfly, a leading digital assets venture capital firm.The R
Mert Mumtaz & Illia Polosukhin: What Happened to Zcash (Full Explanation)
Illia and Mert break down why the Zcash situation is a known ZK circuit trade-off and not the infinite mint catastrophe the market priced in, why Project Tachyon's formal verification is the most bullish upgrade in Zcash history, and why NEAR Intents generated $150K in a single volatile day, buying back NEAR while everyone else was selling.Illia Polosukhin is Co-Founder of NEAR Protocol, and M
SVRN CEO: NEAR is Hitting On Revenue, Privacy, And AI At Once
Sal Ternullo joins this episode of AI Supercycle and breaks down why NEAR is a very unique asset in digital assets right now, how intents are building toward a real-economy TAM that dwarfs crypto-to-crypto swaps, and why the path to NEAR going deflationary is closer than the market thinks. The institutional inbound is at record levels, and the market is finally catching up, or so he says.Sal Ternu
Why PURR The Most Asymmetric Bet In The World (Entire Thesis) - Capital Flows & Jaymes Rosenthal
Capital Flows and Jaymes Rosenthal join The Rollup to discuss how the PUR gamma squeeze is already happening.Capital Flows and Jaymes Rosenthal are macro traders and HyperLiquid analysts.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Disclosures01:04 Capital Flows Macro Background04:37 Jaymes Poker To T
Joseph Chalom: The Ethereum Bull Thesis in 2026 (Why Now)
Joseph Chalom explains why ETH is not dead.Joseph Chalom is CEO of SharpLink, the second largest corporate ETH holder.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 ETH Is Not Dead01:16 Second Largest ETH Holder02:33 Ethereum Wins The Scoreboard04:20 Step Function Moment Coming04:45 The Jeff Bezos Analogy06:42 EF
Why Institutions Are Buying HYPE (And What Comes Next) - Bitwise Head of Research
Ryan Rasmussen joins us to explain how HYPE is the most obvious buy.Ryan Rasmussen is Head of Research at Bitwise, a digital assets manager.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Largest HYPE ETF Launched01:14 Why Only Two Issuers02:37 200 Eyes On Crypto03:52 Dollar In Dollar Out04:38 In-House Staking Adv
Stephen Sikes on Why Public's Agentic Brokerage Changes Everything
Stephen Sikes joins us on this episode of AI Supercyle and explains how the agentic brokerage is live.Stephen Sikes is COO at Public, an investing platform for serious investors.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Background01:18 Platform For Serious Investors02:26 Alpha AI Research Assistant
Alex Fine on Why Fintechs Going Onchain Is The Biggest Opportunity Right Now
Alex Fine joins this episode of Stabled Up and explains how fintechs are going on chain.Alex Fine is Founder of Fun, the highest-converting on-chain payments platform.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Recent Raise00:38 Fintechs Going On Chain01:27 Fun: Highest Converting On-Ramp03:55 Three
Arthur Hayes & Illia Polosukhin: Privacy Is The Last 1000x (NEAR & ZEC)
Arthur and Illia join The Rollup to cover how privacy is massively mispriced.Arthur Hayes is the Maelstrom CIO; Illia Polosukhin is the co-founder of NEAR Protocol.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:51 Arthur's Macro Thesis01:32 AI Is National Defense04:10 Full Port NEAR Zcash Hype05:23 L1 Consolidat
How N3xt Can Pay Back Every Customer Unlike JPMorgan
Scott Shay joins this episode of Stabled Up to tell us how Stablecoins are just receipts and more.Scott Shay is Founder of N3xt, a full reserve digital bank.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:39 Four Banks Founded01:09 First Native Digital Bank02:54 Stablecoin Is A Receipt03:45 Stapling Paper To Cardboar
Is Bitcoin The Best Hedge For What's Coming? | Evan Szu
Evan Szu joins us on The Rollup to explains how a recession is coming before inflation.Evan Szu is CEO of Gamma Prime, a curated alternative investment platform.The Rollup is where the leaders of digital assets and finance converge. Timestamps00:00 Intro And Evan's Background00:33 Thirty Years In Commodities01:06 Why Gamma Prime Was Built01:52 Client Spectrum Explained03:09 Exotic Alts Film Fi
Austin Barack: My AI Bull Thesis (...And What I'm Holding)
Austin Barack joins us for this episode of AI Supercycle to cover how exactly the AI privacy stack is undervalued.Austin Barack is Founder of Relayer Capital, an AI-focused digital assets fund.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Venice Grass NEAR AI Thesis Intro01:30 Venice Privacy Overview02:03 AI Use
Why Banks Are About To Make More Money From Stablecoins with Simon Taylor
Simon Taylor explains how Stablecoins are the WhatsApp for money.Simon Taylor is Founder of Fintech Brainfood, a leading digital finance newsletter.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Simon's Background01:08 Ten Years In Banking01:37 Head Of Crypto At Barclays 201503:10 Western Union Stab
Variational Founder: $50M Series A, RWA Perps, And TradFi Onchain (Why Now)
Lucas Schuermann joins The Rollup to cover how Variational raised $50M to build the on-chain brokerage.Lucas Schuermann is Founder and CEO of Variational, a zero-fee on-chain brokerage.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 $50M Raised00:54 Ten Years In Quant And HFT01:29 Q Capital Dorm Room Story01:46 Ge
How Avalanche Is Powering The $2B Tokenization Wave | Olivia Vande Woude
Olivia joins this episode of Stabled Up to cover how Tokenized finance will be invisible.Olivia Vande Woude leads tokenization business development at Ava Labs, builders of Avalanche.The Rollup is where the leaders of digital assets and finance converge.Timestamps00:00 Embedded Finance Defined01:44 Tokenized Assets In Finance Stack03:25 1500 Fintechs In LatAm And APAC04:23 Ava Labs Trusted Advisor
Why Your AI Prompts Are More Personal Than Your Diary | BasedAI CEO
Teana Baker-Taylor joins this Episode of AI Supercycle to cover how your AI prompts are your diary and much more.Teana Baker-Taylor is CEO of BasedAI, a private decentralized AI inference platform.The Rollup is where the leaders of digital assets and finance converge. Timestamps00:00 Intro01:13 Why Venice Was Founded02:07 2Mil Users Milestone03:04 Crypto And AI Converge04:43 Based AI Origin Story0
Kraken CEO: How I Built a $20B Company
Arjun Sethi joins The Rollup and explains how Kraken is much more than an exchange.Arjun Sethi is Co-CEO of Kraken, a leading global digital assets exchange.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Franklin Templeton Deal01:15 Choke Point Era Survival02:23 Global Adoption Not US Lens05:01 Kraken's Mt. G
Is Agent Finance The Next Trillion-Dollar Wave? | Sam Green
Sam Green joins this episode of AI Supercycle to cover how AI agents are running DeFi.Sam Green is CEO of Cambrian Network, an AI financial intelligence platform.The Rollup is where the leaders of digital assets and finance converge. Timestamps00:00 Agent Finance Landscape01:19 Q1 Agent Fi Report02:17 Yield Agents Explained03:04 Bots Vs AI Agents05:15 Trading And Prediction Agents07:11 Bots Become
Bhaji Illuminati on How Centrifuge Became Coinbase's Tokenization Partner
Bhaji Illuminati joins us for this episode of Stabled Up to cover how Coinbase just picked Centrifuge.Bhaji Illuminati is CEO of Centrifuge, a leading on-chain infrastructure platform for real world asset tokenization.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Coinbase Picks Centrifuge02:33 Tokenized Treasury
Is the Next Bitcoin Rally Being Funded by the AI Trade? | Michael Van Poppe
Michaël van de Poppe joins The Rollup to cover how AI IPOs are about to mint billions and how smart money is rotating into digital assets next. Michaël van de Poppe runs a multi-strategy hybrid digital assets fund based in the Netherlands.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:40 The Fund Explain
The $2.2B Bet on Digital Assets' Institutional Future with Guy Wuollet
Guy Wuollet joins The Rollup to cover how a16z just raised $2.2B for Crypto Fund V, and why the best is yet to come.Guy Wuollet is a General Partner at a16z Crypto, a venture capital fund that has been investing in crypto and web3 startups since 2013.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro & Fun
Is Robinhood About to Become the World's Financial Super App? with Johann Kerbart
Johann Kerbart joins The Rollup in Miami for Tokenized Summit to cover how Robinhood hit $1B in crypto revenue, and tokenization, perps, plus more. Johann Kerbart is SVP & GM of Crypto at Robinhood.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:04 Robinhood Since 201801:06 Prediction Markets 320%02:3
Shashank Yadav on Why AI Agents Will Replace Hedge Funds
Shashank Yadav joins this episode of AI Supercycle to discuss how AI trading agents are coming for hedge funds, how Fraction AI is building that infrastructure, and more. Shashank Yadav is Co-Founder of Fraction AI, ex-Goldman Sachs AI researcher.The Rollup is where the leaders of digital assets and finance converge.Timestamps:00:00 Intro00:25 Shashank's Background01:32 Goldman Sachs AI Role03
How Visa Is Dominating The Digital Asset Card Market | Joshua Moss
Joshua Moss joins this episode of Stabled Up to cover how Visa is running a multi-billion dollar stablecoin settlement business, and the $6T B2B opportunity that is just opening up.Joshua leads stablecoin product strategy and go-to-market at Visa.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:38 Joshua&#
Adrian Fritz: Trillions Are Coming — Here's Where They Land
Adrian W. J. Fritz says the next one will be led by tokens that look like businesses. He joins The Rollup to break down ETF flows, the AI trade, and what institutions actually want from digital assets.Adrian W. J. Fritz is the Chief Investment Officer at 21Shares, one of the world's largest digital asset ETP issuers with nearly eight years of experience navigating bull and bear markets across
Cathie Wood: The Next Bull Market Is Here (…What It Will Look Like)
Cathie Wood joins The Rollup to break down her innovation platforms thesis, the story behind her firm, ARK Invest and its foray into digital assets. She also unpacks her belief in the tokenization thesis, what 'good deflation' is, her "Big Four" crypto assets. We ask her about the 4-year cycle and where the macro liquidity landscape is currently at, and finally and agentic AI is
Alfonso Gómez-Jordana on Why Every AI Agent Will Need a Wallet
Alfonso Gómez-Jordana joins AI Supercycle to break down scope cards, verifiable intents, and why Mastercard and Amex are now partnering with crypto-native infrastructure to power agent payments.Alfonso Gómez-Jordana is the founder of Crossmint, a programmatic finance infrastructure company building stablecoin enablement and AI agent payment solutions for developers, fintechs, and major card networ
Mike Dudas: The State of Digital Asset Investing in 2026 (What’s Changed)
Mike Dudas joins us in the Tokenization Tower to unpack the state of crypto VC, where flows are going, the stablecoin war, why pumpfun and Hyperliquid are misunderstood, how to think about Circle vs. Tether, OpenAI & Anthropic IPOs, and why now is a great time to invest in digital assets.Mike Dudas is the co-founder and General Partner of 6th Man Ventures, one of the most active early-stage di
Sky Co-founder: The Next Era of Onchain Finance Is Coming
For this weeks Stabled Up episode, Sky co-founder Rune Christensen breaks down recent DeFi exploits, Sky's risk model, the future of yieldcoins, onchain lending, and why the next era of DeFi scale will be centered around risk management.Rune Christensen is the co-founder of Sky, formerly MakerDAO, the issuer of USDS.The Rollup is where the leaders of digital assets and finance converge. Live f
Rob Hadick: Where Does DeFi Go From Here? (…And Why)
Rob Hadick joins us in the Tokenization Tower to cover the $292M exploit this weekend unpacking how it happened, what this means for the future of low-risk DeFi, why DeFi founders are still treating finance like software, and his views on investing and predicting what comes next for onchain finance.Rob Hadick is General Partner at Dragonfly, a leading digital asset venture fund. The Rollup is wher
Shuyao Kong on Why MegaETH Is the Only Option for Onchain Finance
Shuyao joins The Rollup to break down the KPI token model, novel asset strategy, and why MegaETH is building a fashion brand, not a blockchain.Shuyao Kong is the co-founder of MegaETH, the highest throughput Ethereum Layer 2 focused on real-time blockchain performance and consumer-grade user experiences.The Rollup is where the leaders of digital assets and finance converge. Live from the financial
Charles Hoskinson: I Solved Privacy (How I Did It…)
Charles Hoskinson joins The Rollup to cover the Midnight launch, privacy onchain, ZEC & NEAR, how 34% of Bitcoin supply is vulnerable to quantum attack right now, how BIP 361 may be the only way to stop it, and much more.Charles Hoskinson is the founder of Midnight and co-founder of Cardano, with 15+ years in digital assets.The Rollup is where the leaders of digital assets and finance converge
How Digital Assets Incentives Are Solving the Robotics Data Problem
Jansen Teng thinks crypto is the missing piece to scale robots globally.Jansen Teng is founder of Virtuals Protocol, the leading agentic commerce platform with $500M in agent-to-agent transactions and counting.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:47 Virtuals Protocol Recap03:53 The Westworld En
Why Saylor Is Wrong About the Quantum Threat | Alex Pruden
Alex Pruden joins The Rollup to break down the quantum threat to every major blockchain, why Saylor's "just hard fork it" answer is not enough, and why Ethereum may actually be better positioned than BitcoinAlex Pruden is the CEO and co-founder of Project Eleven, the leading company building post-quantum cryptography solutions for digital asset networks.The Rollup is where the leader
Vladimir Novakovski on Why Lighter Is Built for the Future of Finance
Vlad Novakovski joins The Rollup to break down the Lighter EVM launch, the valuation disconnect vs. HyperLiquid, and why the future of finance runs on DeFi rails.Vladimir Novakovski is the co-founder of Lighter, a ZK-powered on-chain exchange built on Ethereum for trading perps, spot, and tokenized assets with zero fees for retail users.The Rollup is where the leaders of digital assets and finance
Max Gokhman on Why the 60/40 Portfolio Is Dead
Franklin Templeton's Deputy CIO Max Gokhman breaks down why 60/40 is dead, how $1.7T heads onchain, and why TradFi and DeFi are merging into one market.Max Gokhman is Deputy CIO at Franklin Templeton Investment Solutions, managing $1.7T across equities, fixed income, and digital assets.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of th
Brian Wong: I Solved the AI Investment Playbook
Brian Wong joins this episode of AI Supercycles to break down his barbell investment strategy for the AI boom, why the real AI x digital assets trade is in stablecoin app layer companies, and much more.Brian Wong is a serial entrepreneur and co-founder of Ascii Ventures, a fund focused on behind-the-scenes infrastructure and boring tech that powers daily life. The Rollup is where the leaders of di
Logan Jastremski: Will Hyperliquid Flip Solana?
Logan Jastremski joins The Rollup to break down why blockchains are really just global exchanges, why localized ingestion beats co-location as a trading model, and more.Logan Jastremski is the co-founder of Frictionless Capital, a venture fund focused on high throughput blockchains and trading infrastructure.The Rollup is where the leaders of digital assets and finance converge. Live from the fina
The Past, Present, And Massive Future of Stablecoins (...Trillions Coming) - Stably CEO
Kory Hoang joins this episode of Stabled Up to break down his full stablecoin taxonomy, Polymarket's new stablecoin, how stablecoins have evolved into multiple secotrs, why 'payments money' and 'savings money' can never be the same asset, how he thinks about Ethena's new backing strategy, and more.Kory Hoang is the CEO and co-founder of Stably, one of the earliest stablecoi
Aerodrome Co-Founder: 90% of Top 100 Tokens Are Uninvestable (Here's Why)
Alex Cutler joins The Rollup live from Digital Asset Summit to break down why DEXs are producing more fees than the chains they run on but worth a fraction of their market cap, and more.Alex Cutler is the co-founder of Aerodrome, the largest DEX on Base and one of the fastest-growing liquidity protocols in DeFi.Timestamps:00:00 Intro01:21 Top 100 Token Reshuffle03:15 Institutions & DeFi Builde
James Seyffart on Why 150 Digital Asset ETFs Are Coming
James Seyffart joins The Rollup live from DeFi Day to break down why 150 crypto ETF filings are in the pipeline, what Blackrock tokenizing every ETF actually means, and more.James Seyffart is a senior ETF research analyst at Bloomberg Intelligence and one of the most followed voices on digital asset ETFs.The Rollup is where the leaders of digital assets and finance converge. Live from the financia
Is Privacy the Last Unsolved Problem in Digital Assets? | Rand Hindi
Randi Hindi joins The Rollup live from DeFi Day in Cannes to make the case for Fully Homomorphic Encryption over ZK and TEEs, why permissioned blockchains will lose to public chain, and more.Rand Hindi is the CEO and co-founder of Zama, the leading builder of Fully Homomorphic Encryption infrastructure for public blockchains. The Rollup is where the leaders of digital assets and finance converge.
How Institutions Are Being Forced to Tokenize with Theo Golden
Theo Golden, Tokenization Lead at Baillie Gifford, joins The Rollup live from DeFi Day to break down why direct tokenization beats the wrapped model for institutions, how 19 financial intermediaries are collapsing to three, and more.Theo Golden is the Tokenization Lead and bond portfolio manager at Baillie Gifford, one of the UK's largest active asset managers with $300 billion AUM. The Rollup
Stani Kulechov on Why Aave V4 Is The Most Resilient DeFi In The World
Stani Kulechov joins The Rollup live from DeFi Day to reflect on the V4 announcement & break down the hub-and-spoke architecture, how Aave is positioning for RWAs and tokenized equities, the Whop integration bringing 21 million fintech users into DeFi, his vision for abundance, and more.Stani Kulechov is the founder of Aave, one of the largest and most resilient DeFi lending protocols in the w
Hyperliquid Strategies CEO: Hyperliquid Is Extremely Undervalued (...And What Comes Next)
David Schamis, CEO of Hyperliquid Strategies, joins us in the Tokenization Tower in NYC to break down how they raised $888M, why most other DATs are in trouble, his Hyperliquid bull & bear case, why HIP-3 changed everything, and updates from his company.David Sheamus is the CEO of Hyperliquid Strategies, the largest DAT for Hyperliquid. He is also co-founder and CIO of Atlas Merchant Capital,
Jeff Park on Why the 60/40 Portfolio Is Already Over
Jeff Park, CIO of ProCap Financial, joins The Rollup live from DAS New York to break down his Radical Portfolio Theory, why US Treasuries should be called the "risk full rate," the truth about private credit, and why STRK is more interesting than most people think.Jeff Park is the CIO of ProCap Financial and the creator of Radical Portfolio Theory, a framework for next-generation portfol
Is the Stablecoin Yield Ban Good? with Frax founder Sam Kazemian
Frax founder Sam Kazemian joins Stabled Up to break down why the Clarity Act's yield restrictions actually benefit DeFi-native stablecoins, how Frax and Tether come out on top, and much more.Sam Kazemian is the founder of Frax Finance, the creator of the world's first fractional-algorithmic stablecoin and the Genius-compatible frxUSD. The Rollup is where the leaders of digital assets and f
The Biggest Digital Assets Opportunity Nobody Is Talking About
Santiago Santos, founder of Inversion, joins The Rollup live from DC Blockchain Summit to break down why most tokens aren't investable, the Hyper Liquid commodities thesis, and more.Santiago Santos is a prolific angel investor and founder of Inversion. He was also an early backer of Polymarket.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders
How the Oil Shock Is Flipping the Macro Playbook | Felix Jauvin
Felix Jauvin, Head of Content at Blockworks and macro trader, joins The Rollup live from the conference floor to break down why he's bullish on the dollar, bearish on gold, and more.Felix Jauvin is the Head of Content at Blockworks and host of Forward Guidance. Felix covers everything from Fed policy and FX to commodities and crypto market structure.The Rollup is where the leaders of digital a
Is TAO the Best AI Trade in the World Right Now? | Rob Greer
Rob Greer, Partner at Stillcore Capital, joins AI Supercycle to make the bull case for TAO, break down the best subnets to watch, and moreRob Greer is a Partner at Stillcore Capital, one of the only funds in the world exclusively focused on decentralized AI with a primary focus on the BitTensor ecosystem. Stillcore's GP roster includes Rob, Mark, and All In podcast member Jason Calacanis.The R
How Sui Plans to Beat Hyperliquid with Evan Cheng
Evan Cheng, CEO and Co-Founder of Sui, joins The Rollup to discuss tokenization, AI agent infrastructure, Sui's business model evolution, and more.Evan Cheng is the CEO and Co-Founder of Mysten Labs, the team behind Sui, one of the fastest-growing Layer 1 blockchains.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:
Is a Gold-Backed Yield Coin the Future of Stablecoins? with Iggy Ioppe
Iggy Ioppe, CIO of Theo Network, joins Stable Up to break down how Theo is generating native yield on tokenized gold, why they built on Hyper Liquid, and more.Iggy Ioppe is the Chief Investment Officer of Theo Network, a gold-backed yield stablecoin protocol built on Hyper Liquid. Iggy brings 15+ years of traditional finance experience spanning private equity at Bain Capital, prop trading at Credi
Why BitTensor Is the Bitcoin of AI
James Ross, Founder of Synth, joins AI Supercycle to break down the BitTensor bull thesis, how subnets are generating real revenue, and more.James Ross is the Founder of Synth, a BitTensor subnet running decentralized data science competitions to model volatility.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 In
Is Tokenization Ready for Wall Street? with Adam Minehardt
Adam Minehardt, Head of Policy at Chainlink, joins The Rollup live from DC Blockchain Summit to break down the Clarity Act, stablecoin yield negotiations, and more.As Head of Policy of Chainlink, Adam Minehardt sits at the intersection of DeFi infrastructure, TradFi adoption, and D.C. policymaking.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders
Teddy Fusaro on Why Wall Street Is Being Replaced by Crypto
Bitwise President Teddy Fusaro breaks down why institutional crypto adoption is just getting started.Teddy Fusaro is President of Bitwise Asset Management, one of the world's leading crypto asset managers.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Live from the Empire State Building every week.Timestamps:00:00 Intro00:01
Yuki Yuminaga on Why Tokenized Assets Are Broken Onchain
Yuki Yuminaga, co-founder of Tenbin, breaks down exactly what's broken and how to fix it.Yuki Yuminaga is the co-founder of Tenbin, a tokenization protocol bringing precious metals, commodities, and yield-bearing FX assets on-chain via CME futures hedging.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance, live from the Empire St
Crossmint Founder Exposes the Stablecoin vs. Credit Card Truth
AI is about to automate your entire financial life...Alfonso, co-founder of Crossmint, joins The Rollup to discuss agentic finance, agent-scoped cards, stablecoin infrastructure, and the Western Union stablecoin play.About Alfonso Gómez-Jordana: Co-founder of Crossmint. Former founding PM at Google (reCAPTCHA, Firebase Auth, Actions) and third PM at WhatsApp. Building in crypto since 2012.The Roll
Vivek Raman on Why Ethereum Wins the Institutional Race
Wall Street is choosing Ethereum, and Vivek Raman explains why the institutional flood is already underway, from tokenized assets and stablecoins to DeFi's coming renaissance and ETH repricing as a reserve asset.About Vivek Raman: Co-founder of Etherealize, bridging Wall Street and Ethereum.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo
Eric Saraniecki on Why Institutional Blockchains Will Eat Global Finance
The back-end of global finance has finally moved. Canton Network co-founder Eric Saranac joins The Rollup to explain this change.About Eric Saranac: Co-Founder of Digital Asset & Canton Network and has spent over a decade building infrastructure to bring real institutional use cases on-chain via Canton Network.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face
The Great Digital Asset Regime Shift (...And What Comes Next)
Our industry is going through a major regime shift.The Rollup kicks off its first episode live from the Empire State Building with a deep dive into tokenization, agentic finance, stablecoins, vaults, VC investing, portfolio management, and the consolidation changing this industry forever.The Rollup is where the leaders of digital assets and finance converge. Live from the Empire State Building eve
Joe Lubin: Why the Biggest Banks Are Now Building on Ethereum
The old financial system is cracking, and Ethereum is what comes next. Joe Lubin joins The Rollup to cover the end of the trust supercycle, why the world's largest institutions are now deploying on-chain, and how MetaMask is becoming your personal money operating system. Joe Lubin is the Co-Founder of Ethereum and Founder & CEO of Consensys, which is currentlly the leading Ethereum software co
Why Crypto Is the Next Alternative Asset Class with Hunter Horsley
Hunter Horsley, CEO of Bitwise Asset Management, joins The Rollup to discuss the institutionalization of crypto, why the four-year cycle may be a self-fulfilling prophecy, how AI is transforming internal operations, and why allocations are set to grow far beyond what most expect.The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance.Time
George Zeng on Why Your AI Agent Isn't Safe
Your AI agent just ordered 5 pizzas, and you couldn't stop it... George Zeng, CPO at NEAR, joins The Rollup to discuss the security flaws in open-source AI agents, why Iron Claw was rebuilt from the ground up in Rust, and what it takes to actually trust an agent with your personal data.George Zeng is one of the leading Layer 1 blockchains focused on user-owned AI and decentralized applications
Erik Voorhees on Building the Uncensored ChatGPT
Erik Voorhees, founder of Venice AI and the man behind ShapeShift, crypto's first non-custodial exchange, sat down with The Rollup live at NearCon to make a bold case: the AI industry has a censorship problem, and the crypto ethos is the cure. From the origins of ShapeShift post-Mt.Gox, to why he thinks cryptocurrency was ultimately built for AI agents, to his blunt take on SBF's bid for a
How AI Agents Could Drain Your Crypto Wallet with Brendan Eich from Brave
We sit down with Brendan Eich, the creator of JavaScript and CEO of Brave, to cover indirect prompt injection threats, why senior devs still can't trust AI-generated code, and how Brave is building agent security from scratch.We cover:- How Indirect Prompt Injection Actually Works- Why ChatGPT Silently Downgrades Your Security- Can Senior Devs Trust AI-Generated Code?- Brave's Agent Mode D
How To Prepare For The AI Freight Train - Illia Polosukhin
Illia Polosukhin breaks down why AI needs blockchain as its backend, how formal verification could rewrite every line of code online, and what a post-labor economy looks like.We cover:- The Near.com Unified Interface Launch- Why Financial AI Needs Verifiable Privacy- The AI Agent Marketplace Explained- Chinese Open-Source Models vs. US Frontier Models- Cloud Inference Without the CapEx or Data Exp
The $650M Bet on Crypto's AI Future with Haseeb Qureshi
Haseeb from Dragonfly explains why Visa and Mastercard aren't cooked yet, why most crypto x AI plays will fail, and where the real opportunity sits.We cover:- Stablecoins to $2.7 Trillion?- Why AI Agents Won't Use Credit Cards- The "Two Track" Future of Agent Payments- Are Wallets & Front-Ends Cooked?- Micropayments & The SaaS Apocalypse- China Caught Distilling US AI Mod
How Tokenization Is Disrupting Legacy Finance (...And What Comes Next) - Bitwise CIO Matt Hougan
There is a massive change happening in the world of finance, led by tokenization.Tokenized ETFs, vaults, and new products are moving at lightspeed. Bitwise's Matt Hougan breaks down why institutional DeFi isn't coming, but is already here. He explains why vaults will do to ETFs what ETFs did to mutual funds, and what "neo finance" actually means for your portfolio.We cover:- Why
How Gmoney Mastered OpenClaw to Run His Business
Gmoney built an algorithmic trading engine, a personal legal team, an automated content pipeline, and a full website. All of this was done through OpenClaw running on a Mac Mini in his house.He walks us through his full Discord setup, how he spawned sub-agents like Saul Goodman for contracts and Milhouse for research, and why his OpenClaw pitches him new business ideas every morning like a daily S
Banks Are Fighting To Block Stablecoin Yield and Why That's Bullish with Sean Kelley
Banks are actively fighting to block yield-bearing stablecoins because they know what's coming.We sit down with Sean Kelley, VP at Frax, to cover how frxUSD is bridging DeFi and TradFi, why RWA looping is attracting institutional capital, and what the GENIUS Act means for stablecoin payments.We cover:- Why Banks Are Terrified of Yield-Bearing Stablecoins- The RWA Looping Strategy Institutions
The Aave Will Win Framework with Stani Kulechov
Aave Labs is at its most critical crossroads.The "Aave Will Win Framework" proposes sending 100% of product revenue to the DAO in exchange for annual funding unifying Labs and token holders under one vision.Stani Kulechov breaks down how v4, consumer apps, and brand governance position Aave to finance the future.We cover:- The "Aave Will Win" Framework Explained- How v4's M
Santiago Santos: My New Crypto Investing Playbook
Crypto's valuation disconnect is real.Santiago Roel Santos breaks down why tokens don't compound value like equities, how infrastructure became commoditized, and where actual value capture happens now.DeFi applications are criminally undervalued while L1s trade at 90% of market cap despite shrinking fee share.We cover:- Why Infrastructure Became Commoditized- The Token vs Equity Design Fla
Iron Claw & the Future of Privacy-First AI Agents with NEAR, Dash & Starkware
Open source AI agents are leaking credentials within days of launch.In today's NEAR Intents privacy panel, Illia Polosukhin, NEAR Co-founder, unveils Iron Claw, a security-first framework isolating credentials from prompt injections. Joel Valenzuela from Dash explores privacy in agentic payments, and Eli Ben-Sasson from Starkware discusses post-quantum security. Together, they reveal why priva
Why ETH-Backed Stablecoins Will Beat Bank-Backed Stablecoins with Michael Svoboda
What if your stablecoin didn't depend on banks or any centralized entity?Michael Svoboda, Liquity CEO, explains the case for fully decentralized stablecoins: peer-to-peer credit markets where borrowers pay holders directly, 8-15% yields with zero counterparty risk, and true sovereignty.We cover:- The Hidden Counterparty Risk in Treasury-Backed Stables- Why ETH-Backed Stablecoins Offer True Sov
The Privacy Problem No One's Talking About in AI with George Zeng
Open Claw hit 163,000 GitHub stars in days, but most people are setting it up wrong and risking total financial ruin by having their data harvested. George Zeng from NEAR breaks down why both OpenAI and Anthropic harvest your data, how to run AI agents securely, and why local models cost 90% less.We cover:- Why Anthropic's Super Bowl Ads Expose The Real Problem- Open Claw's Vertical Growth (0 to 1
Alchemy CEO: Why AI Agents Need Crypto More Than Humans Do with Nikhil Viswanathan
Consumer apps are becoming neo-banks, and AI agents are becoming first-class financial citizensToday, Nikil Viswanathan from Alchemy explains how Starbucks-style balance loading will reshape banking, why agents need crypto more than humans do, and how his autonomous agent Dave built its own website and portfolio over a single weekend.We cover:- How Starbucks Pioneered the Neo-Banking Model- Why AI
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