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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 capital of the world.
Timestamps:
00:00 Intro
00:40 MegaETH Launch Recap
02:23 Post-Launch Pros & Cons
05:18 What Apps Are Winning
06:28 UX Maxi No Copypasta
08:52 Layered DeFi Lego
09:34 Gamified Trading Still Bullish
10:43 KPI-Based Token Launch
11:52 Stablecoin Growth Challenges
12:38 Institutional Chain or Not?
14:19 Hyperliquid Brings Institutions
15:14 Performance Over Decentralization
16:40 Mega's Escape Hatch
18:04 Asset vs. Chain Centric
21:16 Chain As Fashion Brand
23:41 Token Design & KPI Vesting
26:53 No Pay-To-List Policy
28:21 Industry Sentiment Gap
30:47 Tokenized Assets on MegaETH
32:26 Mega vs. HYPE?
34:03 How MegaETH Makes Money
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://x.com/robbieklages
Follow Andy on X: https://x.com/andyyy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://goodidea.ventures
đđđŠđđđđđ đđ„: đđŻđ·đŠđŽđ”đȘđŻđš đȘđŻ đ€đłđșđ±đ”đ°đ€đ¶đłđłđŠđŻđ€đș đąđŻđ„ đđŠđđȘ đ±đđąđ”đ§đ°đłđźđŽ đ€đ°đźđŠđŽ đžđȘđ”đ© đȘđŻđ©đŠđłđŠđŻđ” đłđȘđŽđŹđŽ đȘđŻđ€đđ¶đ„đȘđŻđš đ”đŠđ€đ©đŻđȘđ€đąđ đłđȘđŽđŹ, đ©đ¶đźđąđŻ đŠđłđłđ°đł, đ±đđąđ”đ§đ°đłđź đ§đąđȘđđ¶đłđŠ đąđŻđ„ đźđ°đłđŠ. đđ” đ€đŠđłđ”đąđȘđŻ đ±đ°đȘđŻđ”đŽ đ”đ©đłđ°đ¶đšđ©đ°đ¶đ” đ”đ©đȘđŽ đ€đ©đąđŻđŻđŠđ, đžđŠ đźđąđș đŠđąđłđŻ đą đ€đ°đźđźđȘđŽđŽđȘđ°đŻ đ°đł đ§đŠđŠ đąđŽ đą đŽđ±đ°đŻđŽđ°đłđŽđ©đȘđ±, đȘđ§ đ”đ©đȘđŽ đȘđŽ đ”đ©đŠ đ€đąđŽđŠ đžđŠ đžđȘđđ đąđđžđąđșđŽ đźđąđŹđŠ đŽđ¶đłđŠ đȘđ” đȘđŽ đ€đđŠđąđł. đđŠ đąđłđŠ đŽđ”đłđȘđ€đ”đđș đąđŻ đŠđ„đ¶đ€đąđ”đȘđ°đŻđąđ đ€đ°đŻđ”đŠđŻđ” đ±đđąđ”đ§đ°đłđź, đŻđ°đ”đ©đȘđŻđš đžđŠ đ°đ§đ§đŠđł đȘđŽ đ§đȘđŻđąđŻđ€đȘđąđ đąđ„đ·đȘđ€đŠ. đđŠ đąđłđŠ đŻđ°đ” đ±đłđ°đ§đŠđŽđŽđȘđ°đŻđąđđŽ đ°đł đđȘđ€đŠđŻđŽđŠđ„ đąđ„đ·đȘđŽđ°đłđŽ.
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. Live from the financial capital of the world.
Timestamps:
00:00 Intro
00:43 Why Big Companies Fail On-Chain
03:21 What Is Midnight?
07:04 Web 2.5 & Partner Chain Model
09:09 Token Distribution & Airdrop
12:06 Purism vs. Pragmatism Framework
14:27 AI Hacking Threat Coming
16:24 Midnight vs. Zcash
20:42 Near Intents & Account Abstraction
24:42 Midnight Passport Explained
31:23 Bitcoin's Three Quantum Options
33:56 BIP 361 Breakdown
36:56 DARPA Quantum Benchmarking
39:03 White Hat Race for Satoshi's Coins?
40:18 Hard Fork Problem for Bitcoin
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://www.x.com/robbiek__
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://goodidea.ventures
đđđŠđđđđđ đđ„: đđŻđ·đŠđŽđ”đȘđŻđš đȘđŻ đ€đłđșđ±đ”đ°đ€đ¶đłđłđŠđŻđ€đș đąđŻđ„ đđŠđđȘ đ±đđąđ”đ§đ°đłđźđŽ đ€đ°đźđŠđŽ đžđȘđ”đ© đȘđŻđ©đŠđłđŠđŻđ” đłđȘđŽđŹđŽ đȘđŻđ€đđ¶đ„đȘđŻđš đ”đŠđ€đ©đŻđȘđ€đąđ đłđȘđŽđŹ, đ©đ¶đźđąđŻ đŠđłđłđ°đł, đ±đđąđ”đ§đ°đłđź đ§đąđȘđđ¶đłđŠ đąđŻđ„ đźđ°đłđŠ. đđ” đ€đŠđłđ”đąđȘđŻ đ±đ°đȘđŻđ”đŽ đ”đ©đłđ°đ¶đšđ©đ°đ¶đ” đ”đ©đȘđŽ đ€đ©đąđŻđŻđŠđ, đžđŠ đźđąđș đŠđąđłđŻ đą đ€đ°đźđźđȘđŽđŽđȘđ°đŻ đ°đł đ§đŠđŠ đąđŽ đą đŽđ±đ°đŻđŽđ°đłđŽđ©đȘđ±, đȘđ§ đ”đ©đȘđŽ đȘđŽ đ”đ©đŠ đ€đąđŽđŠ đžđŠ đžđȘđđ đąđđžđąđșđŽ đźđąđŹđŠ đŽđ¶đłđŠ đȘđ” đȘđŽ đ€đđŠđąđł. đđŠ đąđłđŠ đŽđ”đłđȘđ€đ”đđș đąđŻ đŠđ„đ¶đ€đąđ”đȘđ°đŻđąđ đ€đ°đŻđ”đŠđŻđ” đ±đđąđ”đ§đ°đłđź, đŻđ°đ”đ©đȘđŻđš đžđŠ đ°đ§đ§đŠđł đȘđŽ đ§đȘđŻđąđŻđ€đȘđąđ đąđ„đ·đȘđ€đŠ. đđŠ đąđłđŠ đŻđ°đ” đ±đłđ°đ§đŠđŽđŽđȘđ°đŻđąđđŽ đ°đł đđȘđ€đŠđŻđŽđŠđ„ đąđ„đ·đȘđŽđ°đłđŽ.
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 Intro
00:47 Virtuals Protocol Recap
03:53 The Westworld End Goal
07:14 Data Collection Explained
08:27 30 G1 Humanoids Launch
10:49 Commercial Pilots Live
11:52 Three Reasons Digital Assets Fit
16:16 Agentic GDP With Robots
18:57 What's Missing From Stack
20:37 Privacy in Physical AI
23:34 China Leads Hardware Race
26:01 Open Source vs. Closed
28:17 Agentic Risk Standards
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://www.x.com/robbiek__
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://goodidea.ventures
đđđŠđđđđđ đđ„: đđŻđ·đŠđŽđ”đȘđŻđš đȘđŻ đ€đłđșđ±đ”đ°đ€đ¶đłđłđŠđŻđ€đș đąđŻđ„ đđŠđđȘ đ±đđąđ”đ§đ°đłđźđŽ đ€đ°đźđŠđŽ đžđȘđ”đ© đȘđŻđ©đŠđłđŠđŻđ” đłđȘđŽđŹđŽ đȘđŻđ€đđ¶đ„đȘđŻđš đ”đŠđ€đ©đŻđȘđ€đąđ đłđȘđŽđŹ, đ©đ¶đźđąđŻ đŠđłđłđ°đł, đ±đđąđ”đ§đ°đłđź đ§đąđȘđđ¶đłđŠ đąđŻđ„ đźđ°đłđŠ. đđ” đ€đŠđłđ”đąđȘđŻ đ±đ°đȘđŻđ”đŽ đ”đ©đłđ°đ¶đšđ©đ°đ¶đ” đ”đ©đȘđŽ đ€đ©đąđŻđŻđŠđ, đžđŠ đźđąđș đŠđąđłđŻ đą đ€đ°đźđźđȘđŽđŽđȘđ°đŻ đ°đł đ§đŠđŠ đąđŽ đą đŽđ±đ°đŻđŽđ°đłđŽđ©đȘđ±, đȘđ§ đ”đ©đȘđŽ đȘđŽ đ”đ©đŠ đ€đąđŽđŠ đžđŠ đžđȘđđ đąđđžđąđșđŽ đźđąđŹđŠ đŽđ¶đłđŠ đȘđ” đȘđŽ đ€đđŠđąđł. đđŠ đąđłđŠ đŽđ”đłđȘđ€đ”đđș đąđŻ đŠđ„đ¶đ€đąđ”đȘđ°đŻđąđ đ€đ°đŻđ”đŠđŻđ” đ±đđąđ”đ§đ°đłđź, đŻđ°đ”đ©đȘđŻđš đžđŠ đ°đ§đ§đŠđł đȘđŽ đ§đȘđŻđąđŻđ€đȘđąđ đąđ„đ·đȘđ€đŠ. đđŠ đąđłđŠ đŻđ°đ” đ±đłđ°đ§đŠđŽđŽđȘđ°đŻđąđđŽ đ°đł đđȘđ€đŠđŻđŽđŠđ„ đąđ„đ·đȘđŽđ°đłđŽ.
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 Bitcoin
Alex 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 leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:23 State of Quantum Today
02:46 How Critical Is the Threat?
04:07 Saylor's Hard Fork Response
06:21 Proof of Work vs. Proof of Stake
07:18 Building Quantum Resistant Chains
10:00 Full Lift & Shift Explained
13:25 AI & Quantum Combined Risk
15:49 How Your UX Changes Post-Quantum
17:44 Is Zcash Quantum Resistant?
18:05 Is Algorand the Leader?
19:40 Quantum Resistant Layer Ones
21:34 Will Q-Day Actually Happen?
23:32 The Most Bullish Case for Digital Assets
25:55 Bitcoin vs. Broader Internet Risk
28:34 What If Satoshi Gets Hacked?
32:03 Saylor's STRK Product Explained
35:37 ETH vs. BTC Quantum Race
38:05 Project Eleven Roadmap
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://www.x.com/robbiek__
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://goodidea.ventures
đđđŠđđđđđ đđ„: đđŻđ·đŠđŽđ”đȘđŻđš đȘđŻ đ€đłđșđ±đ”đ°đ€đ¶đłđłđŠđŻđ€đș đąđŻđ„ đđŠđđȘ đ±đđąđ”đ§đ°đłđźđŽ đ€đ°đźđŠđŽ đžđȘđ”đ© đȘđŻđ©đŠđłđŠđŻđ” đłđȘđŽđŹđŽ đȘđŻđ€đđ¶đ„đȘđŻđš đ”đŠđ€đ©đŻđȘđ€đąđ đłđȘđŽđŹ, đ©đ¶đźđąđŻ đŠđłđłđ°đł, đ±đđąđ”đ§đ°đłđź đ§đąđȘđđ¶đłđŠ đąđŻđ„ đźđ°đłđŠ. đđ” đ€đŠđłđ”đąđȘđŻ đ±đ°đȘđŻđ”đŽ đ”đ©đłđ°đ¶đšđ©đ°đ¶đ” đ”đ©đȘđŽ đ€đ©đąđŻđŻđŠđ, đžđŠ đźđąđș đŠđąđłđŻ đą đ€đ°đźđźđȘđŽđŽđȘđ°đŻ đ°đł đ§đŠđŠ đąđŽ đą đŽđ±đ°đŻđŽđ°đłđŽđ©đȘđ±, đȘđ§ đ”đ©đȘđŽ đȘđŽ đ”đ©đŠ đ€đąđŽđŠ đžđŠ đžđȘđđ đąđđžđąđșđŽ đźđąđŹđŠ đŽđ¶đłđŠ đȘđ” đȘđŽ đ€đđŠđąđł. đđŠ đąđłđŠ đŽđ”đłđȘđ€đ”đđș đąđŻ đŠđ„đ¶đ€đąđ”đȘđ°đŻđąđ đ€đ°đŻđ”đŠđŻđ” đ±đđąđ”đ§đ°đłđź, đŻđ°đ”đ©đȘđŻđš đžđŠ đ°đ§đ§đŠđł đȘđŽ đ§đȘđŻđąđŻđ€đȘđąđ đąđ„đ·đȘđ€đŠ. đđŠ đąđłđŠ đŻđ°đ” đ±đłđ°đ§đŠđŽđŽđȘđ°đŻđąđđŽ đ°đł đđȘđ€đŠđŻđŽđŠđ„ đąđ„đ·đȘđŽđ°đłđŽ.
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 converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:45 Lighter EVM Explained
04:20 Volatility & Risk Management
07:30 Regulatory Strategy & Architecture
11:15 Fee Model & Retail Focus
13:40 Sequencer vs. Localized Ingestion
18:00 Verifiability Over Decentralization
20:10 Telegram Wallet Partnership
24:30 Zero Fees & Revenue Model
27:00 Lighter vs. Hyperliquid Valuation
31:20 Winner Take All or Winner Take Most?
34:00 TAM Expansion & Tokenized Assets
38:45 Three Upcoming Unlocks
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://www.x.com/robbiek__
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://goodidea.ventures
đđđŠđđđđđ đđ„: đđŻđ·đŠđŽđ”đȘđŻđš đȘđŻ đ€đłđșđ±đ”đ°đ€đ¶đłđłđŠđŻđ€đș đąđŻđ„ đđŠđđȘ đ±đđąđ”đ§đ°đłđźđŽ đ€đ°đźđŠđŽ đžđȘđ”đ© đȘđŻđ©đŠđłđŠđŻđ” đłđȘđŽđŹđŽ đȘđŻđ€đđ¶đ„đȘđŻđš đ”đŠđ€đ©đŻđȘđ€đąđ đłđȘđŽđŹ, đ©đ¶đźđąđŻ đŠđłđłđ°đł, đ±đđąđ”đ§đ°đłđź đ§đąđȘđđ¶đłđŠ đąđŻđ„ đźđ°đłđŠ. đđ” đ€đŠđłđ”đąđȘđŻ đ±đ°đȘđŻđ”đŽ đ”đ©đłđ°đ¶đšđ©đ°đ¶đ” đ”đ©đȘđŽ đ€đ©đąđŻđŻđŠđ, đžđŠ đźđąđș đŠđąđłđŻ đą đ€đ°đźđźđȘđŽđŽđȘđ°đŻ đ°đł đ§đŠđŠ đąđŽ đą đŽđ±đ°đŻđŽđ°đłđŽđ©đȘđ±, đȘđ§ đ”đ©đȘđŽ đȘđŽ đ”đ©đŠ đ€đąđŽđŠ đžđŠ đžđȘđđ đąđđžđąđșđŽ đźđąđŹđŠ đŽđ¶đłđŠ đȘđ” đȘđŽ đ€đđŠđąđł. đđŠ đąđłđŠ đŽđ”đłđȘđ€đ”đđș đąđŻ đŠđ„đ¶đ€đąđ”đȘđ°đŻđąđ đ€đ°đŻđ”đŠđŻđ” đ±đđąđ”đ§đ°đłđź, đŻđ°đ”đ©đȘđŻđš đžđŠ đ°đ§đ§đŠđł đȘđŽ đ§đȘđŻđąđŻđ€đȘđąđ đąđ„đ·đȘđ€đŠ. đđŠ đąđłđŠ đŻđ°đ” đ±đłđ°đ§đŠđŽđŽđȘđ°đŻđąđđŽ đ°đł đđȘđ€đŠđŻđŽđŠđ„ đąđ„đ·đȘđŽđ°đłđŽ.
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 the world.
Timestamps:
00:00 Intro
02:14 Rise of 24/7 Trading
05:30 NYSE's Blockbuster Moment
08:45 Alpha in Onchain vs. Off-Chain
12:20 Arb Opportunities Decaying Fast
15:10 Franklin x Ondo Partnership
18:40 Who Buys Tokenized ETFs?
22:15 TradFi Meets DeFi
26:00 60/40 Portfolio Is Dead
29:30 Goals-Based Investing Explained
33:00 Digital Asset Allocation Framework
36:20 Valuing DeFi Protocol Tokens
40:10 Why Gaming Tokens Still Matter
44:30 AI Coming for Asset Managers?
47:00 Agentic Investment Committee Built
51:20 Client-Facing AI Systems
54:00 Advisors Pitching Digital Asset ETFs
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://www.x.com/robbiek__
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://goodidea.ventures
đđđŠđđđđđ đđ„: đđŻđ·đŠđŽđ”đȘđŻđš đȘđŻ đ€đłđșđ±đ”đ°đ€đ¶đłđłđŠđŻđ€đș đąđŻđ„ đđŠđđȘ đ±đđąđ”đ§đ°đłđźđŽ đ€đ°đźđŠđŽ đžđȘđ”đ© đȘđŻđ©đŠđłđŠđŻđ” đłđȘđŽđŹđŽ đȘđŻđ€đđ¶đ„đȘđŻđš đ”đŠđ€đ©đŻđȘđ€đąđ đłđȘđŽđŹ, đ©đ¶đźđąđŻ đŠđłđłđ°đł, đ±đđąđ”đ§đ°đłđź đ§đąđȘđđ¶đłđŠ đąđŻđ„ đźđ°đłđŠ. đđ” đ€đŠđłđ”đąđȘđŻ đ±đ°đȘđŻđ”đŽ đ”đ©đłđ°đ¶đšđ©đ°đ¶đ” đ”đ©đȘđŽ đ€đ©đąđŻđŻđŠđ, đžđŠ đźđąđș đŠđąđłđŻ đą đ€đ°đźđźđȘđŽđŽđȘđ°đŻ đ°đł đ§đŠđŠ đąđŽ đą đŽđ±đ°đŻđŽđ°đłđŽđ©đȘđ±, đȘđ§ đ”đ©đȘđŽ đȘđŽ đ”đ©đŠ đ€đąđŽđŠ đžđŠ đžđȘđđ đąđđžđąđșđŽ đźđąđŹđŠ đŽđ¶đłđŠ đȘđ” đȘđŽ đ€đđŠđąđł. đđŠ đąđłđŠ đŽđ”đłđȘđ€đ”đđș đąđŻ đŠđ„đ¶đ€đąđ”đȘđ°đŻđąđ đ€đ°đŻđ”đŠđŻđ” đ±đđąđ”đ§đ°đłđź, đŻđ°đ”đ©đȘđŻđš đžđŠ đ°đ§đ§đŠđł đȘđŽ đ§đȘđŻđąđŻđ€đȘđąđ đąđ„đ·đȘđ€đŠ. đđŠ đąđłđŠ đŻđ°đ” đ±đłđ°đ§đŠđŽđŽđȘđ°đŻđąđđŽ đ°đł đđȘđ€đŠđŻđŽđŠđ„ đąđ„đ·đȘđŽđ°đłđŽ.
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 digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:05 Ascii Ventures Thesis
03:32 Barbell Investment Strategy
05:35 Secondary Markets Opportunity
07:21 Digital Assets Stablecoin Focus
09:28 Emerging Markets Adoption
10:26 OpenAI & Anthropic Valuations
15:09 AI Services Comeback
18:51 Prompt-Less AI Explained
20:45 Agents Buying Things For You
24:29 From Prompting to Prompt-Less
28:13 AI Trust Gap Problem
31:23 AI as Amplifier Not Replacement
33:22 AI Ethics & Bias Risk
38:46 AI Psychosis & LLM Flattery
42:12 Education System Is Broken
45:34 How To Stay Human
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://www.x.com/robbiek__
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://goodidea.ventures
đđđŠđđđđđ đđ„: đđŻđ·đŠđŽđ”đȘđŻđš đȘđŻ đ€đłđșđ±đ”đ°đ€đ¶đłđłđŠđŻđ€đș đąđŻđ„ đđŠđđȘ đ±đđąđ”đ§đ°đłđźđŽ đ€đ°đźđŠđŽ đžđȘđ”đ© đȘđŻđ©đŠđłđŠđŻđ” đłđȘđŽđŹđŽ đȘđŻđ€đđ¶đ„đȘđŻđš đ”đŠđ€đ©đŻđȘđ€đąđ đłđȘđŽđŹ, đ©đ¶đźđąđŻ đŠđłđłđ°đł, đ±đđąđ”đ§đ°đłđź đ§đąđȘđđ¶đłđŠ đąđŻđ„ đźđ°đłđŠ. đđ” đ€đŠđłđ”đąđȘđŻ đ±đ°đȘđŻđ”đŽ đ”đ©đłđ°đ¶đšđ©đ°đ¶đ” đ”đ©đȘđŽ đ€đ©đąđŻđŻđŠđ, đžđŠ đźđąđș đŠđąđłđŻ đą đ€đ°đźđźđȘđŽđŽđȘđ°đŻ đ°đł đ§đŠđŠ đąđŽ đą đŽđ±đ°đŻđŽđ°đłđŽđ©đȘđ±, đȘđ§ đ”đ©đȘđŽ đȘđŽ đ”đ©đŠ đ€đąđŽđŠ đžđŠ đžđȘđđ đąđđžđąđșđŽ đźđąđŹđŠ đŽđ¶đłđŠ đȘđ” đȘđŽ đ€đđŠđąđł. đđŠ đąđłđŠ đŽđ”đłđȘđ€đ”đđș đąđŻ đŠđ„đ¶đ€đąđ”đȘđ°đŻđąđ đ€đ°đŻđ”đŠđŻđ” đ±đđąđ”đ§đ°đłđź, đŻđ°đ”đ©đȘđŻđš đžđŠ đ°đ§đ§đŠđł đȘđŽ đ§đȘđŻđąđŻđ€đȘđąđ đąđ„đ·đȘđ€đŠ. đđŠ đąđłđŠ đŻđ°đ” đ±đłđ°đ§đŠđŽđŽđȘđ°đŻđąđđŽ đ°đł đđȘđ€đŠđŻđŽđŠđ„ đąđ„đ·đȘđŽđ°đłđŽ.
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 financial capital of the world.
Timestamps:
00:00 Intro
02:51 SOL vs. HYPE Thesis
05:30 Co-Location vs. Localized Ingestion
07:20 Hyperliquid's Real Innovation
12:11 Blockchains Are Exchanges
13:49 Localized Ingestion Explained
17:34 Hyperliquid Regulatory Risk?
18:12 HYPE as Regional Exchange
21:10 Can SOL Win Perps?
24:36 Ethereum Is Dead
28:34 ZK Doesn't Speed Trading
34:26 Product Over Decentralization
46:48 Blockchains as Exchanges DCF
53:35 Ethereum's Throughput Path
58:27 Will HYPE Flip SOL?
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://www.x.com/robbiek__
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://goodidea.ventures
đđđŠđđđđđ đđ„: đđŻđ·đŠđŽđ”đȘđŻđš đȘđŻ đ€đłđșđ±đ”đ°đ€đ¶đłđłđŠđŻđ€đș đąđŻđ„ đđŠđđȘ đ±đđąđ”đ§đ°đłđźđŽ đ€đ°đźđŠđŽ đžđȘđ”đ© đȘđŻđ©đŠđłđŠđŻđ” đłđȘđŽđŹđŽ đȘđŻđ€đđ¶đ„đȘđŻđš đ”đŠđ€đ©đŻđȘđ€đąđ đłđȘđŽđŹ, đ©đ¶đźđąđŻ đŠđłđłđ°đł, đ±đđąđ”đ§đ°đłđź đ§đąđȘđđ¶đłđŠ đąđŻđ„ đźđ°đłđŠ. đđ” đ€đŠđłđ”đąđȘđŻ đ±đ°đȘđŻđ”đŽ đ”đ©đłđ°đ¶đšđ©đ°đ¶đ” đ”đ©đȘđŽ đ€đ©đąđŻđŻđŠđ, đžđŠ đźđąđș đŠđąđłđŻ đą đ€đ°đźđźđȘđŽđŽđȘđ°đŻ đ°đł đ§đŠđŠ đąđŽ đą đŽđ±đ°đŻđŽđ°đłđŽđ©đȘđ±, đȘđ§ đ”đ©đȘđŽ đȘđŽ đ”đ©đŠ đ€đąđŽđŠ đžđŠ đžđȘđđ đąđđžđąđșđŽ đźđąđŹđŠ đŽđ¶đłđŠ đȘđ” đȘđŽ đ€đđŠđąđł. đđŠ đąđłđŠ đŽđ”đłđȘđ€đ”đđș đąđŻ đŠđ„đ¶đ€đąđ”đȘđ°đŻđąđ đ€đ°đŻđ”đŠđŻđ” đ±đđąđ”đ§đ°đłđź, đŻđ°đ”đ©đȘđŻđš đžđŠ đ°đ§đ§đŠđł đȘđŽ đ§đȘđŻđąđŻđ€đȘđąđ đąđ„đ·đȘđ€đŠ. đđŠ đąđłđŠ đŻđ°đ” đ±đłđ°đ§đŠđŽđŽđȘđ°đŻđąđđŽ đ°đł đđȘđ€đŠđŻđŽđŠđ„ đąđ„đ·đȘđŽđ°đłđŽ.
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 stablecoin infrastructure companies with over eight years in the space.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps
00:00 Intro
00:45 Kory's Background & Stably
04:26 The 2019 Stablecoin War
06:12 Stablecoin Taxonomy Explained
09:23 CDP & Strategy Backed Stablecoins
11:33 Athena's Hybrid Reserve Update
13:27 Risks of Strategy Backed Stablecoins
15:03 Yield vs. T-Bills Debate
18:40 Polymarket Issues Own Stablecoin
19:09 Why Every Platform Needs One
23:11 Float Income & Yield Forwarding
24:48 Just-in-Time Payments Risk?
26:39 Yield Forwarding Not Yield Bearing
29:57 Payments vs. Savings Money
30:47 Yield as a Tax on Velocity
34:35 Genius Act & Regulatory Evolution
38:23 Stablecoin Money Supply Deep Dive
42:29 M2 Multiplier: 1.13 vs. 4.21
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://www.x.com/robbiek__
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://goodidea.ventures
đđđŠđđđđđ đđ„: đđŻđ·đŠđŽđ”đȘđŻđš đȘđŻ đ€đłđșđ±đ”đ°đ€đ¶đłđłđŠđŻđ€đș đąđŻđ„ đđŠđđȘ đ±đđąđ”đ§đ°đłđźđŽ đ€đ°đźđŠđŽ đžđȘđ”đ© đȘđŻđ©đŠđłđŠđŻđ” đłđȘđŽđŹđŽ đȘđŻđ€đđ¶đ„đȘđŻđš đ”đŠđ€đ©đŻđȘđ€đąđ đłđȘđŽđŹ, đ©đ¶đźđąđŻ đŠđłđłđ°đł, đ±đđąđ”đ§đ°đłđź đ§đąđȘđđ¶đłđŠ đąđŻđ„ đźđ°đłđŠ. đđ” đ€đŠđłđ”đąđȘđŻ đ±đ°đȘđŻđ”đŽ đ”đ©đłđ°đ¶đšđ©đ°đ¶đ” đ”đ©đȘđŽ đ€đ©đąđŻđŻđŠđ, đžđŠ đźđąđș đŠđąđłđŻ đą đ€đ°đźđźđȘđŽđŽđȘđ°đŻ đ°đł đ§đŠđŠ đąđŽ đą đŽđ±đ°đŻđŽđ°đłđŽđ©đȘđ±, đȘđ§ đ”đ©đȘđŽ đȘđŽ đ”đ©đŠ đ€đąđŽđŠ đžđŠ đžđȘđđ đąđđžđąđșđŽ đźđąđŹđŠ đŽđ¶đłđŠ đȘđ” đȘđŽ đ€đđŠđąđł. đđŠ đąđłđŠ đŽđ”đłđȘđ€đ”đđș đąđŻ đŠđ„đ¶đ€đąđ”đȘđ°đŻđąđ đ€đ°đŻđ”đŠđŻđ” đ±đđąđ”đ§đ°đłđź, đŻđ°đ”đ©đȘđŻđš đžđŠ đ°đ§đ§đŠđł đȘđŽ đ§đȘđŻđąđŻđ€đȘđąđ đąđ„đ·đȘđ€đŠ. đđŠ đąđłđŠ đŻđ°đ” đ±đłđ°đ§đŠđŽđŽđȘđ°đŻđąđđŽ đ°đł đđȘđ€đŠđŻđŽđŠđ„ đąđ„đ·đȘđŽđ°đłđŽ.
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 Intro
01:21 Top 100 Token Reshuffle
03:15 Institutions & DeFi Builders
04:45 Tokenized Equities on Chain
06:44 Composability & DeFi Primitives
07:43 AMMs vs. Order Books
08:58 AMMs Still Dominate
09:17 What's Going on With Base?
10:41 Aero vs. Hyperliquid
11:53 DEX Fees vs. Chain Fees
13:50 How to Evaluate Token Revenue
15:34 Token Dividends & Regulation
16:29 Active vs. Passive Value Accrual
18:19 New DeFi Primitive Teaser
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://www.x.com/robbiek__
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://goodidea.ventures
đđđŠđđđđđ đđ„: đđŻđ·đŠđŽđ”đȘđŻđš đȘđŻ đ€đłđșđ±đ”đ°đ€đ¶đłđłđŠđŻđ€đș đąđŻđ„ đđŠđđȘ đ±đđąđ”đ§đ°đłđźđŽ đ€đ°đźđŠđŽ đžđȘđ”đ© đȘđŻđ©đŠđłđŠđŻđ” đłđȘđŽđŹđŽ đȘđŻđ€đđ¶đ„đȘđŻđš đ”đŠđ€đ©đŻđȘđ€đąđ đłđȘđŽđŹ, đ©đ¶đźđąđŻ đŠđłđłđ°đł, đ±đđąđ”đ§đ°đłđź đ§đąđȘđđ¶đłđŠ đąđŻđ„ đźđ°đłđŠ. đđ” đ€đŠđłđ”đąđȘđŻ đ±đ°đȘđŻđ”đŽ đ”đ©đłđ°đ¶đšđ©đ°đ¶đ” đ”đ©đȘđŽ đ€đ©đąđŻđŻđŠđ, đžđŠ đźđąđș đŠđąđłđŻ đą đ€đ°đźđźđȘđŽđŽđȘđ°đŻ đ°đł đ§đŠđŠ đąđŽ đą đŽđ±đ°đŻđŽđ°đłđŽđ©đȘđ±, đȘđ§ đ”đ©đȘđŽ đȘđŽ đ”đ©đŠ đ€đąđŽđŠ đžđŠ đžđȘđđ đąđđžđąđșđŽ đźđąđŹđŠ đŽđ¶đłđŠ đȘđ” đȘđŽ đ€đđŠđąđł. đđŠ đąđłđŠ đŽđ”đłđȘđ€đ”đđș đąđŻ đŠđ„đ¶đ€đąđ”đȘđ°đŻđąđ đ€đ°đŻđ”đŠđŻđ” đ±đđąđ”đ§đ°đłđź, đŻđ°đ”đ©đȘđŻđš đžđŠ đ°đ§đ§đŠđł đȘđŽ đ§đȘđŻđąđŻđ€đȘđąđ đąđ„đ·đȘđ€đŠ. đđŠ đąđłđŠ đŻđ°đ” đ±đłđ°đ§đŠđŽđŽđȘđ°đŻđąđđŽ đ°đł đđȘđ€đŠđŻđŽđŠđ„ đąđ„đ·đȘđŽđ°đłđŽ.
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