PODCAST · technology
The Rollup
by Where digital assets and finance converge. Hosted by Andy and Robbie.
Where digital assets and finance converge. Live from the financial capital of the world.Website: https://therollup.co/
Episodes
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Sandy Kaul: The First Institutional Bull Run Has Begun (Strong Hands Now)
Institutions are extremely underexposed to digital assets, and Sandy Kaul says this quiet market is exactly the time to position. Tokenizing since April 2021, Franklin Templeton is just over $3 billion onchain, aiming for well over $5 billion by year end and two to three times that by next year....
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Alex Cutler: Spot Exchanges Are The Biggest Opportunity In Crypto (Trillions Incoming)
Alex Cutler says spot exchanges are the single biggest opportunity onchain, and Aero is built to take the lion's share. Alex breaks down the launch of the all new Aero across Base, Optimism, Arbitrum, Robinhood Chain and Ethereum mainnet, and why he sees it as the onchain NYSE to Hyperliquid's...
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Sam Kazemian: The Neobank App Store Era Is Here
Sam Kazemian maps out why the next wave of stablecoin products will look nothing like today's consumer cards. From Token 2049 DAS Asia, Sam walks through FraxNet as a neobank app store, why businesses want direct custody and credit on regulated stablecoins, and how a Frax DeFi card can reuse KYC...
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Avalon Ingram: Banks Are Done Experimenting With Tokenization
Avalon Ingram says institutional adoption of tokenization is no longer a question, and Swift's live ledger is the proof. Swift's blockchain-based shared ledger went live nine months after its announcement, with 17 banks transacting real tokenized commercial bank money. Avalon explains why Swift...
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Dan Romero: How Stablecoin Growth Is Setting The Stage For An Explosive Bull Market (Bull Case)
Dan Romero joins The Rollup for an insider look at how stablecoins are about to power the next era of global payments. Dan explains why the Genius Act opened the door for banks, enterprises, and payment giants to lean into stablecoins, and how Tempo's purpose-built chain, private zones, and…
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Krista Lynch: Wall Street Is Going All In On Digital Assets (Insider Take)
Krista Lynch says financial advisors have gone from dodging Grayscale's calls to flooding its inbox, and the firm just filed to tokenize two new products. The Grayscale executive explains why in-kind creations are catching on with crypto natives, what the tax and estate benefits are, how she…
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Arthur Hayes: The Biggest Bull Run Of Your Life Is Just Starting (Full Thesis)
Arthur Hayes says US commercial bank balance sheets are up roughly $200 billion and every Fed hike pushes billions more into financial assets like crypto. Arthur explains why France is the catalyst that forces the next big wave of liquidity. He also dives into the Citrinie why AI agents are the...
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Illia Polosukhin: NEAR Is Ready For The Quantum Era (Full Thesis)
Illia Polosukhin joins us for a session at TOKEN2049 Singapore and explains why NEAR is one of the biggest opportunities in digital assets today. He says it was designed with quantum computing in mind back in 2018, and anyone can now upgrade their account to post-quantum keys without moving a...
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Keone Hon: Wall Street And Degens Are Both Coming To Monad (Here Is Why)
Everyone wants good execution and access to the best opportunities and Keone Hon says that's why there's no real contradiction between Monad's consumer culture and its institutional liquidity push. He explains why the network effects are only now starting to compound from both directions, why...
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Seth Ginns & Anthony Pecore: Why Liquid Assets Win The Tokenization Super Cycle (Full Breakdown)
Seth Ginns says the market has the tokenization trade backwards: pre-IPO equities are the exciting story, but assets that already trade with deep liquidity, like equities and treasuries, benefit most from 24/7 markets. He and Anthony Pecore of the Franklin Crypto team also talk through the "odd...
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TJ Miller & Jordan Jefferson: Dogecoin Is The Currency Of Mars (Never Bet Against Elon)
Never bet against Elon. Jordan Jefferson says if you can't see us getting to Mars, you're not going to make it, and Dogecoin ends up the currency when we do. He breaks down the DogeOS public testnet going live, shuts down the conspiracy that Elon is pumping Doge, and argues the only memecoin…
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Dinari: Confirming Asset-Settled Perps On U.S. Equities (The Full Story)
Gabriel Otte says the SEC's tokenization innovation exemption is so close to Dinari's own model that he couldn't have written it better himself. The Dinari co-founder explains why he was surprised the SEC cut out synthetics entirely, how the exemption opens the door to ticker-to-ticker swaps and...
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Matt Hougan & Sal Ternullo: NEAR Is One Of The Best Positioned Assets In Crypto
With 130% dispersion between the best and worst of the top 20 assets over 30 days, Matt Hougan calls that the healthiest signal digital assets has produced in a decade, because it means fundamentals finally drive price. He says the bottom was June, the bull market has started, and the next leg...
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Tom Zschach: The Swift Ledger Is Live And Banks Are Already Using It (Faster Than Anyone Expected)
Three years ago nobody at Swift was thinking about carrying a token across the network and now the ledger is live and banks are settling cross-border payments with their own deposit tokens. Tom Zschach, who was CIO through that shift, cuts through what he says is widespread confusion: the Swift...
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Sergey Nazarov: Why Hundreds Of Trillions Of Dollars Are Coming Onchain Right Now (Tokenization Supercycle)
Sergey Nazarov says that critical mass is very close now, and when it tips, the amount of tokenized equity in existence skyrockets. He explains Chainlink's role as the interface banks use to access the Swift ledger, breaks down the DTCC collateral app chain and how settlement ties out across...
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Rob Krugman: This Is The Biggest Unlock In Finance Yet (2027)
Broadridge is already settling $380 billion a day in repo onchain, and Rob Krugman expects that to clear a trillion by year end. He explains what actually changes when overnight loans become intraday, why 2027 is the year the brokerage and banking industries finally turn on wallets and custody…
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Vlad Tenev: Trillions Of Assets Are Coming On Robinhood Chain (Tokenize The World)
Robinhood CEO Vlad Tenev joins Andy live from the HOOD Summit in Houston, Texas for a quick conversation about tokenization and Robinhood Chain. He told us to look at the Robinhood app and imagine onchain versions of everything in it. Robinhood Chain is just two months old and already number one…
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Joseph Chalom: Ethereum Is The Toll Road To Everything (Larry Fink's Words)
Joseph Chalom says Larry Fink's line that Ethereum is the toll road to tokenization is exactly the right way to think about the asset, and he lays out why the market's bearish turn on ETH has it backwards. The SharpLink CEO and former BlackRock digital assets executive breaks down Ethereum's case...
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Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis)
Eric Conner says something is happening in crypto he's never seen in 14 years of watching these markets: coins like Zcash and the perp exchanges are decoupling from Bitcoin entirely. The EIP-1559 co-author and OG Ethereum developer explains why he refuses to pick sides between Hyperliquid and...
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Nathan McCauley: Tokenized Deposits Are The Real Trojan Horse For Banks (Insider Take)
Nathan McCauley says most banks don't actually know how much money is in their own accounts until the end of the day, and he explains why tokenized deposits are quietly fixing that. The Anchorage Digital co-founder breaks down why losing the Clarity Act isn't the setback people think, walks…
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Dragonfly's Haseeb Qureshi: The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned)
Haseeb Qureshi joins to catch us up on his portfolio, why he's extremely bullish on perps, tokenization, and prediction markets. He explains how more than half of Hyperliquid's volume is already real-world assets, which means the competitor isn't Coinbase, it's ICE and the Nasdaq, and the...
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Se Yong Park: Why The Trillion Dollar Opportunity Is Social (Ground Floor)
Se Yong Park says FOMO has the first objective feedback loop in social media history: you made money, or you didn't. He frames it as social media three, the speculation graph following Facebook's social graph and Instagram's interest graph, and explains why FOMO deliberately owns none of the…
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Carlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis)
Carlos Domingo says what Robinhood issued are debt securities, and the industry is conflating three very different products under one word. He walks through all three models, explains why only one gives you actual ownership, and argues the digital assets degen audience buying them is a far…
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Ethena CEO: The Market Just Got 60x Bigger (Everything Changes)
RWA perps just expanded Ethena's addressable market from $2.5 trillion of crypto to $150 trillion of everything else. Guy Young explains why he thinks that's a bigger unlock than anything USDe has done so far, and why Ethena Pay is the first thing he's been this excited about since launch. He's...
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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:...
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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...
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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...
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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...
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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...
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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…
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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…
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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...
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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...
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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…
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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...
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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 market Are traders are about to become bigger celebrities than athletes? Well, maybe or maybe not. He breaks down why Hyperliquid's real endgame was always taking share from Binance and Coinbase, not just onchain rivals…
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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...
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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 &...
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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…
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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...
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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...
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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…
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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...
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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...
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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…
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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…
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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...
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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...
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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...
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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…
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ABOUT THIS SHOW
Where digital assets and finance converge. Live from the financial capital of the world.Website: https://therollup.co/
HOSTED BY
Where digital assets and finance converge. Hosted by Andy and Robbie.
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Where digital assets and finance converge. Live from the financial capital of the world.Website: https://therollup.co/
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