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All Episodes

The Rollup — 738 episodes · page 1 of 8

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Title
1

Sandy Kaul: The First Institutional Bull Run Has Begun (Strong Hands Now)

2

Alex Cutler: Spot Exchanges Are The Biggest Opportunity In Crypto (Trillions Incoming)

3

Sam Kazemian: The Neobank App Store Era Is Here

4

Avalon Ingram: Banks Are Done Experimenting With Tokenization

5

Dan Romero: How Stablecoin Growth Is Setting The Stage For An Explosive Bull Market (Bull Case)

6

Krista Lynch: Wall Street Is Going All In On Digital Assets (Insider Take)

7

Arthur Hayes: The Biggest Bull Run Of Your Life Is Just Starting (Full Thesis)

8

Illia Polosukhin: NEAR Is Ready For The Quantum Era (Full Thesis)

9

Keone Hon: Wall Street And Degens Are Both Coming To Monad (Here Is Why)

10

Seth Ginns & Anthony Pecore: Why Liquid Assets Win The Tokenization Super Cycle (Full Breakdown)

11

TJ Miller & Jordan Jefferson: Dogecoin Is The Currency Of Mars (Never Bet Against Elon)

12

Dinari: Confirming Asset-Settled Perps On U.S. Equities (The Full Story)

13

Matt Hougan & Sal Ternullo: NEAR Is One Of The Best Positioned Assets In Crypto

14

Tom Zschach: The Swift Ledger Is Live And Banks Are Already Using It (Faster Than Anyone Expected)

15

Sergey Nazarov: Why Hundreds Of Trillions Of Dollars Are Coming Onchain Right Now (Tokenization Supercycle)

16

Rob Krugman: This Is The Biggest Unlock In Finance Yet (2027)

17

Vlad Tenev: Trillions Of Assets Are Coming On Robinhood Chain (Tokenize The World)

18

Joseph Chalom: Ethereum Is The Toll Road To Everything (Larry Fink's Words)

19

Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis)

20

Nathan McCauley: Tokenized Deposits Are The Real Trojan Horse For Banks (Insider Take)

21

Dragonfly's Haseeb Qureshi: The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned)

22

Se Yong Park: Why The Trillion Dollar Opportunity Is Social (Ground Floor)

23

Carlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis)

24

Ethena CEO: The Market Just Got 60x Bigger (Everything Changes)

25

Kevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis)

26

Circle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early)

27

Will Peck: How WisdomTree Went From $30M To Over $1 Billion Onchain (Full Breakdown)

28

CMS Holdings: The Next Bull Market Is Upon Us (How To Position For Success)

29

Sam Kazemian & Raagulan Pathy: Why Neo Banks Are Quietly Selling Themselves (Full Interview)

30

John Gillen: Ethereum Will Fly From Here And Most Investors Aren't Ready (Here's Why)

31

Felix Jauvin: Why The Fiat Debasement Trade Is Set To Explode Soon (Full Portfolio Construction)

32

Dan Held: SpaceX Will Hit $100 Trillion Market Cap In 20 Years (The Detailed Thesis)

33

Arthur Hayes: Ethereum Will Outperform The Entire Market (It’s My Biggest Position)

34

Jake Chervinsky: Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained)

35

SEC Crypto Chief Counsel: Robinhood Stock Tokens Are Just The Beginning (Our Pro-Innovation Mindset)

36

Ryan Watkins: Hyperliquid Will Dominate Global Finance (It’s Coming To USA)

37

Emad Mostaque: AI Agents Just Broke Out On Their Own

38

Will Clemente: Why The Hard Money Thesis Is Set To Explode Very Soon (Full Thesis)

39

PUMP Is The Most Mispriced Business In Crypto (Here's Why) with RockawayX CIO Austin Barack

40

Superstate CEO: How Stablecoins Are Setting Up The Biggest Tokenization Boom Yet (Here's Why)

41

Grayscale Research Lead: Privacy Assets Are The Final Frontier For Massive Upside (Our Predictions)

42

Aerodrome Co-Founder: What Coinbase Just Did Changes Everything (Here's Why)

43

Circle Head Of AI: Agents Are Already Eating All Of Finance (Writing Is On The Wall)

44

ARKInvest Digital Assets: The Next Bull Market Will Be The Biggest Ever (What We Expect)

45

Mert & Dev: Zcash Is About To Explode (Full Project Update)

46

Underneath The Hood Of The Rapidly Growing Neobank Sector With Rain CTO Charles Yoo-Naut

47

Andy & Robbie: Do Token Buybacks Actually Work? (Full Data-Backed Breakdown)

48

SharpLink & Lido: Why $200M Just Went Into ETH Staking (Here's Why)

49

NPC Labs CEO: The Biggest Shift In AI Is Happening In Front Of Your Eyes (Everything You Need To Know)

50

Bitwise: Why Institutions Are Buying Ethereum For The Long Haul (Majors vs. Apps)

51

zerohash CEO: Wall Street's Biggest Are All In On Tokenization (What This Means)

52

VanEck Research Head: Why This Isn't The AI Bubble Everyone Fears (Here's Why)

53

Jesse Pollak: Base Is Winning Trading, Stablecoins, And Payments (The Numbers Prove It)

54

CLARITY Final Countdown With Jesse Pollak, Haseeb, Santiago Santos, Katherine Kirkpatrick Bos & Olivia Vande Woude

55

Haseeb Qureshi: Why The Market Doesn't Care About CLARITY (Here's Why)

56

Cody Carbone: We've Never Been This Close To CLARITY (Full Breakdown)

57

Eleanor Terrett: Why CLARITY Is Likely To Happen This Year (Detailed Explanation)

58

Vladimir Novakovski: Why Robinhood Chain And Lighter Both Bet On Ethereum (Composability Thesis)

59

Sam Kazemian: The New Frax Bull Thesis For 2026 (Full Breakdown)

60

Jito Chief Legal Officer: Inside The 600-Page Clarity Act (Full Breakdown)

61

Ethereum’s Sleeping Giant Just Woke Up - 1inch Co-Founder on Launch of Aqua

62

Morpho CEO: Vaults Are The Next 100x In Asset Management (Institutional Appeal)

63

Cysic Founder: Why The Compute Market Is Getting Ready to Explode (Biggest In The World)

64

Johann Kerbrat: Inside Robinhood's Crypto Strategy (Full Explanation)

65

WisdomTree Digital Assets BD: Tokenization Is The Biggest Shift In Finance Happening Today (Full Thesis)

66

Plume GC: CLARITY Act Deadline Is Fast Approaching (Full Update)

67

Andre Cronje: The Biggest DeFi Boom Is Yet To Come (Entire Thesis)

68

Alex Shevchenko: NEAR & ZEC Are Set To Explode (Huge Catalysts Coming)

69

Hyperdash Co-founder: Hyperliquid Bull Thesis for 2026 (Updated View)

70

Joseph Chalom: Ethereum Is Going On Offense (Full Thesis)

71

Coinbase Head Of AI: Agentic Finance Is The Biggest Opportunity In Fintech (Full Explanation)

72

Curve Founder: The Next Massive Expansion Is Coming (New Thesis)

73

Chronicle CEO: RWAs Will Lead The Next Bull Market (Biggest Wave Ever)

74

Gracy Chen: Tokenized Equity Is The Next Biggest Trend In Digital Assets (What's Next)

75

AntSeed Founder: The AI Inference Boom That Is Set To Explode (Here's Why)

76

Vladimir Novakovski: The Rise of Perps In Mainstream Finance (Robinhood Partnership Explained)

77

VirtualBacon: The Next Bull Market Is Here (Full Thesis)

78

MoneyGram CEO: Tokenization & Stablecoins Are Set To Explode (Why We're Betting Big On It)

79

Portal VC Founder: How To Invest In A Post-AI World (Huge Changes)

80

Fomo Co-Founder: The FOMO Bull Thesis For Trading Crypto (Be Early)

81

WalletConnect CEO: The WalletConnect Bull Thesis (Billions In Volume)

82

Trace CEO: We Built A $10B Volume Stablecoin Company (How We Did It)

83

Hester Peirce: The Positive Future of Digital Asset Regulation (Huge Catalysts Coming)

84

Sam Boboev: The AI x Fintech Bull Case (My Full Thesis)

85

Alex Cutler: The Aerodrome Bull Thesis for 2026 (Expansion Plans)

86

Inside NEAR: 10+ Years Building Toward the Agent Economy with Illia Polosukhin

87

Vladimir Novakovski: Lighter Bull Thesis For 2026 (What’s Changed)

88

David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)

89

Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)

90

Frax Founder: The Future Of Stablecoins & Onchain Businesses (Why Now)

91

DeFi Dad: The Ethereum Bull Thesis In 2026 (What's New)

92

Haseeb Qureshi: The Meteoric Rise of Perps (And The Next Massive Move)

93

Mert Mumtaz & Illia Polosukhin: What Happened to Zcash (Full Explanation)

94

SVRN CEO: NEAR is Hitting On Revenue, Privacy, And AI At Once

95

Why PURR The Most Asymmetric Bet In The World (Entire Thesis) - Capital Flows & Jaymes Rosenthal

96

Joseph Chalom: The Ethereum Bull Thesis in 2026 (Why Now)

97

Why Institutions Are Buying HYPE (And What Comes Next) - Bitwise Head of Research

98

Stephen Sikes on Why Public's Agentic Brokerage Changes Everything

99

Alex Fine on Why Fintechs Going Onchain Is The Biggest Opportunity Right Now

100

Arthur Hayes & Illia Polosukhin: Privacy Is The Last 1000x (NEAR & ZEC)