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James Seyffart joins The Rollup live from DeFi Day to break down why 150 crypto ETF filings are in the pipeline, what Blackrock tokenizing every ETF actually means, and more.
James Seyffart is a senior ETF research analyst at Bloomberg Intelligence and one of the most followed voices on digital asset ETFs.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
00:00 Intro
00:34 Adoption vs. Price Disconnect
03:55 Blackrock Tokenizing Every ETF
05:11 150 Crypto ETF Filings
07:15 Staked Ethereum ETF Breakdown
08:40 What Excites James Most
09:56 Actively Managed Crypto ETFs
11:08 Active ETF Explained Simply
12:09 Are Vaults the New ETF?
14:46 Hyper Liquid Breaks Mainstream
16:26 Polymarket on Bloomberg Terminal
17:34 What Bloomberg Is Watching
19:42 Which Coins Need 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.
Randi Hindi joins The Rollup live from DeFi Day in Cannes to make the case for Fully Homomorphic Encryption over ZK and TEEs, why permissioned blockchains will lose to public chain, and more.
Rand Hindi is the CEO and co-founder of Zama, the leading builder of Fully Homomorphic Encryption infrastructure for public blockchains.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
00:37 Permissioned vs. Permissionless
01:11 Intranets Lost. So Will They.
02:07 FHE Beats ZK & TEEs
05:12 FHE & ZK Together?
06:30 Privacy on Ethereum L2s
07:31 Credibly Neutral Infrastructure
08:59 Shielding Assets on Ethereum
09:12 Mainnet & L2 Plans
10:02 T-REX $100B Partnership
11:24 The $120T Opportunity
12:08 T-REX Chose Public Chain
13:46 Why T-REX Excites Rand
14:50 What's Next for Zama
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.
Theo Golden, Tokenization Lead at Baillie Gifford, joins The Rollup live from DeFi Day to break down why direct tokenization beats the wrapped model for institutions, how 19 financial intermediaries are collapsing to three, and more.
Theo Golden is the Tokenization Lead and bond portfolio manager at Baillie Gifford, one of the UK's largest active asset managers with $300 billion AUM.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
00:54 Baillie Gifford Explained
02:07 Theo's Day-to-Day Role
03:41 Same But Better Framework
08:30 On-Chain vs. Off-Chain Risk
09:06 First Fully Native UK Fund
09:49 Wrapped vs. Direct Tokenization
12:36 Transfer Agency & Books of Records
13:52 Representative vs. Native Tokenization
14:58 What Triggered Institutional Adoption
15:51 On-Chain Compliance & Cost ROI
16:25 Who Gets Disrupted Most?
17:23 19 Intermediaries Become Three
19:36 Banks as Tokenization Winners
20:09 Crypto Native Teams to Watch
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.
Stani Kulechov joins The Rollup live from DeFi Day to reflect on the V4 announcement & break down the hub-and-spoke architecture, how Aave is positioning for RWAs and tokenized equities, the Whop integration bringing 21 million fintech users into DeFi, his vision for abundance, and more.
Stani Kulechov is the founder of Aave, one of the largest and most resilient DeFi lending protocols in the world. He has been building at the forefront of DeFi since 2017 and is a leading voice on the future of onchain credit, stablecoins, and real-world assets onchain.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
00:14 V4 Launch Reaction
01:03 Risk Architecture Explained
03:05 Hub & Spoke Liquidity Model
04:50 Three Risk Tiers Breakdown
05:44 Bootstrapping New Use Cases
06:59 Aave V4 vs. V2 & V3
08:35 Institutional Capital Coming Onchain
12:23 RWA Pools & Collateral Strategy
13:04 GHO's Role in Credit Markets
14:53 Quarterly Call Highlights
16:59 Whop Integration Breakdown
17:39 Aave App & Consumer Abstraction
19:56 Chainlink SVR Announcement
21:01 What Aave Users Need To Know
23:19 Permissioned vs. Permissionless
25:19 Future of Public Chain RWAs
26:16 Who Wins the Tokenization Race?
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.
David Schamis, CEO of Hyperliquid Strategies, joins us in the Tokenization Tower in NYC to break down how they raised $888M, why most other DATs are in trouble, his Hyperliquid bull & bear case, why HIP-3 changed everything, and updates from his company.
David Sheamus is the CEO of Hyperliquid Strategies, the largest DAT for Hyperliquid. He is also co-founder and CIO of Atlas Merchant Capital, a private equity firm co-founded with Bob Diamond, former CEO of Barclays.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:01 What Is Hyperliquid Strategies?
02:11 Why the World Needed a Hype DAT
03:25 The $888M Raise Explained
06:00 Why Most DATs Are Underwater
07:10 How the Hyperliquod Thesis Has Evolved
10:32 The War That Proved Hyperliquid
12:31 24/7 Trading and Instant Settlement
14:00 S&P500's Deal with Trade XYZ
15:39 Commodities vs. Equities on HIP-3
17:08 Why Perps Beat Options for Retail
19:26 What Is the TAM for Hype?
22:27 DC Regulation and Jake Chervinsky
25:48 Key Risks to the Thesis
29:30 How David Pitches Wall Street
32:21 Staking, Yield, and What's Next
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.
Jeff Park, CIO of ProCap Financial, joins The Rollup live from DAS New York to break down his Radical Portfolio Theory, why US Treasuries should be called the "risk full rate," the truth about private credit, and why STRK is more interesting than most people think.
Jeff Park is the CIO of ProCap Financial and the creator of Radical Portfolio Theory, a framework for next-generation portfolio construction centered on Bitcoin and resistance assets. He is one of the most followed macro and Bitcoin voices in institutional finance.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:03 Breaking Down STRK
03:53 Bitcoin vs. Gold in Uncertain Times
05:40 Seller Exhaustion and Bitcoin's Setup
06:16 The Radical Portfolio Theory Explained
09:16 What the Portfolio Actually Looks Like
12:35 Why Private Credit Is Left Out
15:37 The Thanksgiving Turkey Analogy
17:51 Is Jeff Bullish on BitTensor?
18:50 Why Jeff Is Bullish on Hyper Liquid
21:04 Jeff's Final Take
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.
Frax founder Sam Kazemian joins Stabled Up to break down why the Clarity Act's yield restrictions actually benefit DeFi-native stablecoins, how Frax and Tether come out on top, and much more.
Sam Kazemian is the founder of Frax Finance, the creator of the world's first fractional-algorithmic stablecoin and the Genius-compatible frxUSD.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:04 Sam on DC
01:49 Yield Compromise Reaction
06:30 Will Armstrong Block This?
08:07 Pork & Omnibus Bills
11:53 Tax-Free Yield Cards
12:36 Banks Missed Genius Act
14:03 Legislation vs. Guidance
18:05 Tether & Frax Win
21:44 Banks Holding Stablecoins
24:01 Race to Distribution
26:08 Investing the Stablecoin Wave
27:47 Market Right on Circle?
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.
Santiago Santos, founder of Inversion, joins The Rollup live from DC Blockchain Summit to break down why most tokens aren't investable, the Hyper Liquid commodities thesis, and more.
Santiago Santos is a prolific angel investor and founder of Inversion. He was also an early backer of Polymarket.
The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Live from the Empire State Building every week.
Timestamps:
00:00 Intro
01:03 Capitol Hill to Chainlink
02:09 DC Summit & Convergence
03:36 Clarity Act Update
05:15 SEC Filing Change Explained
07:02 Innovation Exemption Preview
09:06 Will TradFi Litigate?
11:36 Who Benefits Most?
13:09 Tokenization & Energy Use
14:31 SEC & CFTC MOU
16:39 Regulatory Alignment Lowers Costs
18:06 Consumer Protection Balance
20:34 Chainlink's Role in DC
22:10 Tokenization's Biggest Winners
24:13 Institutions vs. Retail Trading
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.
Felix Jauvin, Head of Content at Blockworks and macro trader, joins The Rollup live from the conference floor to break down why he's bullish on the dollar, bearish on gold, and more.
Felix Jauvin is the Head of Content at Blockworks and host of Forward Guidance. Felix covers everything from Fed policy and FX to commodities and crypto market structure.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
01:30 Iran and the Oil Shock
03:07 Dollar Strength vs. Debasement Trade
05:39 Gold's 30% Retrace Explained
06:48 Is Dollar Strength Just War-Driven?
08:17 Bitcoin's Narrative Problem
11:37 Crypto in Low Volatility Markets
13:03 Kevin Warsh and the New Fed Chair
16:34 Felix's Current Portfolio
17:44 The Euro Short Trade
18:10 Does He Own Hyper Liquid?
19:39 Why He Loves Perps for FX Trading
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.
Rob Greer, Partner at Stillcore Capital, joins AI Supercycle to make the bull case for TAO, break down the best subnets to watch, and more
Rob Greer is a Partner at Stillcore Capital, one of the only funds in the world exclusively focused on decentralized AI with a primary focus on the BitTensor ecosystem. Stillcore's GP roster includes Rob, Mark, and All In podcast member Jason Calacanis.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
00:54 Rob's Background and Stillcore
02:18 Are Subnets Just Yield Farming?
04:47 TAO Is Crypto's iPhone Moment
05:34 TAO in 2026 = ETH in 2016
08:47 Top Subnets to Watch Now
13:06 Addressing the Inflation Concern
16:30 Biggest Misconceptions About TAO
18:48 TAO as Liquid Venture
20:01 How Stillcore Positions the Fund
22:33 TAO Is the Best Value in AI
25:26 The $1T Ecosystem Thesis
27:49 BitTensor Core Team and Roadmap
28:22 New Subnets and Price Discovery
31:27 The Ethos of Decentralized AI
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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