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
Kevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis)
Kevin O’Leary joins us in NYC for an interview about his allocation and views on the digital asset market.Digital assets becoming the twelfth sector of the S&P was his core framing. He thinks it gets there by servicing the other eleven. He also walks back a position he held eighteen months ago: that everything would standardize on Ethereum. Now he expects sectors to pick their own chains, and
Circle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early)
Jeremy Allaire joins us from the Arc mainnet launch event in NYC this week to discuss the explosive growth ahead of agentic finance.Mobile existed for fifteen years before iOS and Android made it actually work. Jeremy Allaire thinks blockchains just hit the same moment. On Arc's launch day, he lays out why Circle built a network operating system rather than another chain, and how the agentic e
Will Peck: How WisdomTree Went From $30M To Over $1 Billion Onchain (Full Breakdown)
WisdomTree's Head of Digital Asset's Will Peck joins us for Episode #1 of Convergence, our new institutional product for sophisticated investors in partnership with Jacquelyn Melinek and StrataMedia.WisdomTree's onchain assets went from $30 million to over $1 billion, and Will Peck says money market funds did the heavy lifting. On episode one of Convergence, Will explains why tokenized
CMS Holdings: The Next Bull Market Is Upon Us (How To Position For Success)
CMS Holdings operator Dan joins us for a conversation about positioning for the next bull market.Tokenized equities end up bigger than stablecoins, and Dan Matuszewski thinks most people have the reason wrong. It isn't about 24/7 trading or DeFi composability. It's that an enormous share of the world wants to own Nvidia and structurally can't, exactly the gap Tether filled for dollars.
Sam Kazemian & Raagulan Pathy: Why Neo Banks Are Quietly Selling Themselves (Full Interview)
Raagulan Pathy says KAST becomes a $100 billion company or it fails outright. There's no in-between, and he explains exactly why on this episode. The KAST founder and Frax's Sam Hamidi-Kazemian debate what's actually driving the neo bank and stablecoin boom, why regulators are starting to treat stablecoins as a national priority, and whether brand, network effects, or raw economies of
John Gillen: Ethereum Will Fly From Here And Most Investors Aren't Ready (Here's Why)
John Gillen says Ethereum could hit $4,000 before the end of the year, and he's been making that case in a viral essay series called Wartime Ethereum. The ex-BlackRock analyst and Milk Road Daily Show host breaks down why tokenization and stablecoins are converging on ETH, why he thinks Wall Street is about to adopt it as its new favorite asset, and who he believes the next wave of buyers actu
Felix Jauvin: Why The Fiat Debasement Trade Is Set To Explode Soon (Full Portfolio Construction)
Felix Jauvin says he's as bullish as he ever has been on digital assets and thinks the bottom is in.He's also been quietly rotating Bitcoin into Zcash and he lays out exactly why. The Blockworks Head of Content walks through the SEC's new tokenization exemption, why he thinks 75% of crypto tokens still have no real claim on value, his read on whether the Fed hikes in September. He expl
Dan Held: SpaceX Will Hit $100 Trillion Market Cap In 20 Years (The Detailed Thesis)
Dan Held joins us to unpack what it means to become a generational investor in today's world. For reference, he bought Bitcoin in 2012 and recently sold a lot to pour it into SpaceX, and says the thesis has barely started. The longtime Bitcoin investor lays out why Starship's collapsing launch costs could unlock a total addressable market bigger than global GDP, why he thinks this cycle ju
Arthur Hayes: Ethereum Will Outperform The Entire Market (It’s My Biggest Position)
Arthur Hayes joins us for a session to understand the underlying economic forces leading to a massive digital assets bull market in the coming months and years.The money printer is about to flip back on and Arthur Hayes says the Euro/Yen exchange rate is the tell everyone's missing. He gets into why Japan's forced unwinding of its massive carry trade, combined with France's brewing bon
Jake Chervinsky: Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained)
Jake Chervinsky joins us in the Tokenization Tower to explain the path for Hyperliquid to enter the US markets.Trump said "Hyperliquid" on national television and Jake Chervinsky was there to watch it happen live. He explains why perpetual futures are already coming to the US through the CFTC, why Hyperliquid is infrastructure rather than a competitor to exchanges like Coinbase and CME,
SEC Crypto Chief Counsel: Robinhood Stock Tokens Are Just The Beginning (Our Pro-Innovation Mindset)
Taylor Lindman calls in during a pivotal moment of Robinhood Chain stock token mania to debrief us on how the SEC is approaching tokenization.He explains how Reg Crypto could be the biggest shakeup to token fundraising since the JOBS Act and Taylor Lindman just laid out exactly how it works. She breaks down why tokenized "stock tokens" from Robinhood and others are legally structured more like deb
Ryan Watkins: Hyperliquid Will Dominate Global Finance (It’s Coming To USA)
Ryan Watkins joins the show for an updated view on the digital assets bull marketAre traders are about to become bigger celebrities than athletes? Well, maybe or maybe not.He breaks down why Hyperliquid's real endgame was always taking share from Binance and Coinbase, not just onchain rivals, and makes the case that barbell portfolio of store-of-value assets and revenue-generating businesses i
Emad Mostaque: AI Agents Just Broke Out On Their Own
Emad Mostaque breaks down the viral story of OpenAI's self-replicating agents that left "hieroglyph-like" trails for successive generations before breaking out and taking over internal services, and explains why he believes intelligence's cost is racing toward zero. He also unpacks Intelligent Internet's Bitcoin-forked monetary thesis for a post-AGI economy, and details his p
Will Clemente: Why The Hard Money Thesis Is Set To Explode Very Soon (Full Thesis)
Will Clemente joins us for an update on the imminent digital asset bull cycle. He breaks down the significance of Treasury Secretary Scott Bessent's long-bond buybacks before Jackson Hole, explaining why the move to backstop yields could force excess liquidity into the system and make Bitcoin & other digital assets an increasingly attractive hedge. He also unpacks his financial repression
PUMP Is The Most Mispriced Business In Crypto (Here's Why) with RockawayX CIO Austin Barack
Austin Barack breaks down why Pump.fun isn't really a meme coin platform. Rather, it's building social trading infrastructure that's about to expand across chains and asset types and explains why the market is mispricing one of the fastest-growing businesses in the world by treating its revenue as cyclical rather than durable. He also discusses the ongoing debate over buybacks as a value accrual m
Superstate CEO: How Stablecoins Are Setting Up The Biggest Tokenization Boom Yet (Here's Why)
Robert Leshner joins us to unpack his vision of the tokenization supercycle with the explosion of stablecoins as the core undercurrent. 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 an
Grayscale Research Lead: Privacy Assets Are The Final Frontier For Massive Upside (Our Predictions)
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. He also details the Ironwood upgrade'
Aerodrome Co-Founder: What Coinbase Just Did Changes Everything (Here's Why)
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 beneficia
Circle Head Of AI: Agents Are Already Eating All Of Finance (Writing Is On The Wall)
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
ARKInvest Digital Assets: The Next Bull Market Will Be The Biggest Ever (What We Expect)
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&#
Mert & Dev: Zcash Is About To Explode (Full Project Update)
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.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-
Underneath The Hood Of The Rapidly Growing Neobank Sector With Rain CTO Charles Yoo-Naut
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. 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
Andy & Robbie: Do Token Buybacks Actually Work? (Full Data-Backed Breakdown)
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 cas
SharpLink & Lido: Why $200M Just Went Into ETH Staking (Here's Why)
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 Sola
NPC Labs CEO: The Biggest Shift In AI Is Happening In Front Of Your Eyes (Everything You Need To Know)
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 exp
Bitwise: Why Institutions Are Buying Ethereum For The Long Haul (Majors vs. Apps)
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
zerohash CEO: Wall Street's Biggest Are All In On Tokenization (What This Means)
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, an
VanEck Research Head: Why This Isn't The AI Bubble Everyone Fears (Here's Why)
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 &q
Jesse Pollak: Base Is Winning Trading, Stablecoins, And Payments (The Numbers Prove It)
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. He also gives a real update on the long-awaited Base token, Ethereum and the scaling Base is bringing, and a
CLARITY Final Countdown With Jesse Pollak, Haseeb, Santiago Santos, Katherine Kirkpatrick Bos & Olivia Vande Woude
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.00:00 Intro05:10 Equities Rally And Earnings Momentum09:01 SEC's Rulemaking Backup Plan10:44 Tokenized Deposits Explained17:48 Open USD And Permissioned Chains19:39 Base's Internet Exchange Vision21:23 Tokenizing Equities On Avalanche26:14 Wrapping Up
Haseeb Qureshi: Why The Market Doesn't Care About CLARITY (Here's Why)
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 consorti
Cody Carbone: We've Never Been This Close To CLARITY (Full Breakdown)
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.Cody Carbone is the CEO of The Digital Chamber, a leading blockchain advocacy organi
Eleanor Terrett: Why CLARITY Is Likely To Happen This Year (Detailed Explanation)
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 enf
Vladimir Novakovski: Why Robinhood Chain And Lighter Both Bet On Ethereum (Composability Thesis)
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
Sam Kazemian: The New Frax Bull Thesis For 2026 (Full Breakdown)
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."Sam Kazem
Jito Chief Legal Officer: Inside The 600-Page Clarity Act (Full Breakdown)
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.Rebecca Rettig is the COO at Jito Labs, a Protocol Lab
Ethereum’s Sleeping Giant Just Woke Up - 1inch Co-Founder on Launch of Aqua
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.Sergej Kunz is the Co-Founder of 1inch, a leading DeFi aggregator and l
Morpho CEO: Vaults Are The Next 100x In Asset Management (Institutional Appeal)
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.Pa
Cysic Founder: Why The Compute Market Is Getting Ready to Explode (Biggest In The World)
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.Leo Fan is the Founder of Cysic, a full-stack compute network turning GPU
Johann Kerbrat: Inside Robinhood's Crypto Strategy (Full Explanation)
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.Johann Kerbrat is the General Manager of Crypto at Robinhood, leading the launch of Robinhood Chain
WisdomTree Digital Assets BD: Tokenization Is The Biggest Shift In Finance Happening Today (Full Thesis)
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.
Plume GC: CLARITY Act Deadline Is Fast Approaching (Full Update)
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
Andre Cronje: The Biggest DeFi Boom Is Yet To Come (Entire Thesis)
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.Andre Cronje is the Founder of Flying Tulip and a veteran DeFi builder known for creating Yearn Fina
Alex Shevchenko: NEAR & ZEC Are Set To Explode (Huge Catalysts Coming)
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
Hyperdash Co-founder: Hyperliquid Bull Thesis for 2026 (Updated View)
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.Hanson Birringer
Joseph Chalom: Ethereum Is Going On Offense (Full Thesis)
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.Joseph Chalom is the CEO of
Coinbase Head Of AI: Agentic Finance Is The Biggest Opportunity In Fintech (Full Explanation)
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.Lincoln Murr is the Head of AI Product at Coinbase, leading
Curve Founder: The Next Massive Expansion Is Coming (New Thesis)
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. 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
Chronicle CEO: RWAs Will Lead The Next Bull Market (Biggest Wave Ever)
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.Niklas Kunkel is the Founder and CEO of Chronicle Labs, the oracle infrastructure
Gracy Chen: Tokenized Equity Is The Next Biggest Trend In Digital Assets (What's Next)
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.Gr
AntSeed Founder: The AI Inference Boom That Is Set To Explode (Here's Why)
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.Amos Meiri is Co-Founder of AntSeed, an open-source P2P marketpl
Vladimir Novakovski: The Rise of Perps In Mainstream Finance (Robinhood Partnership Explained)
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.Vladimir Novakovski is CEO and Co-Founder of Lighter, a decentralized perpetual
VirtualBacon: The Next Bull Market Is Here (Full Thesis)
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
MoneyGram CEO: Tokenization & Stablecoins Are Set To Explode (Why We're Betting Big On It)
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.Anthony Soohoo is Chairman and CEO of MoneyGram, a
Portal VC Founder: How To Invest In A Post-AI World (Huge Changes)
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.Evan Fisher is Founder of Portal Ventures, a pre-seed blockchain investment firm managing $120M a
Fomo Co-Founder: The FOMO Bull Thesis For Trading Crypto (Be Early)
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.Se Yong
WalletConnect CEO: The WalletConnect Bull Thesis (Billions In Volume)
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.Jess Houlgrave is CEO of WalletConnect, the leading f
Trace CEO: We Built A $10B Volume Stablecoin Company (How We Did It)
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 stableco
Hester Peirce: The Positive Future of Digital Asset Regulation (Huge Catalysts Coming)
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 r
Sam Boboev: The AI x Fintech Bull Case (My Full Thesis)
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
Alex Cutler: The Aerodrome Bull Thesis for 2026 (Expansion Plans)
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
Inside NEAR: 10+ Years Building Toward the Agent Economy with Illia Polosukhin
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
Vladimir Novakovski: Lighter Bull Thesis For 2026 (What’s Changed)
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 th
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
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