Home Podcasts The Rollup
The Rollup

The Rollup

Where digital assets meet capital markets. Hosted by Robbie & Andy 646 episodes Latest May 30, 2026

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) Jun 11, 2026 00:36:24 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) Jun 10, 2026 00:41:07 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) Jun 9, 2026 00:30:19 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) Jun 8, 2026 00:38:12 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) Jun 7, 2026 00:31:08 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) Jun 6, 2026 00:38:16 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 Jun 5, 2026 00:21:09 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 Jun 2, 2026 00:46:39 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) May 30, 2026 00:36:56 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 May 29, 2026 00:34:45 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 May 28, 2026 00:36:33 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 May 27, 2026 00:34:54 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

Recommended

Playing