The Rollup

The Rollup

By Where digital assets and finance converge. Hosted by Andy and Robbie.Technology
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The Rollup episodes

  • James Seyffart on Why 150 Digital Asset ETFs Are Coming

    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


    đ——đ—œđ—Šđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—„: đ˜đ˜Żđ˜·đ˜Šđ˜Žđ˜”đ˜Ș𝘯𝘹 đ˜Ș𝘯 đ˜€đ˜łđ˜șđ˜±đ˜”đ˜°đ˜€đ˜¶đ˜łđ˜łđ˜Šđ˜Żđ˜€đ˜ș đ˜ąđ˜Żđ˜„ 𝘋𝘩𝘍đ˜Ș đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜źđ˜Ž đ˜€đ˜°đ˜źđ˜Šđ˜Ž 𝘾đ˜Șđ˜”đ˜© đ˜Șđ˜Żđ˜©đ˜Šđ˜łđ˜Šđ˜Żđ˜” 𝘳đ˜Ș𝘮𝘬𝘮 đ˜Șđ˜Żđ˜€đ˜­đ˜¶đ˜„đ˜Ș𝘯𝘹 đ˜”đ˜Šđ˜€đ˜©đ˜Żđ˜Șđ˜€đ˜ąđ˜­ 𝘳đ˜Ș𝘮𝘬, đ˜©đ˜¶đ˜źđ˜ąđ˜Ż 𝘩𝘳𝘳𝘰𝘳, đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź 𝘧𝘱đ˜Șđ˜­đ˜¶đ˜łđ˜Š đ˜ąđ˜Żđ˜„ 𝘼𝘰𝘳𝘩. đ˜ˆđ˜” đ˜€đ˜Šđ˜łđ˜”đ˜ąđ˜Ș𝘯 đ˜±đ˜°đ˜Șđ˜Żđ˜”đ˜Ž đ˜”đ˜©đ˜łđ˜°đ˜¶đ˜šđ˜©đ˜°đ˜¶đ˜” đ˜”đ˜©đ˜Ș𝘮 đ˜€đ˜©đ˜ąđ˜Żđ˜Żđ˜Šđ˜­, 𝘾𝘩 𝘼𝘱đ˜ș 𝘩𝘱𝘳𝘯 𝘱 đ˜€đ˜°đ˜źđ˜źđ˜Ș𝘮𝘮đ˜Ș𝘰𝘯 𝘰𝘳 𝘧𝘩𝘩 𝘱𝘮 𝘱 đ˜Žđ˜±đ˜°đ˜Żđ˜Žđ˜°đ˜łđ˜Žđ˜©đ˜Șđ˜±, đ˜Ș𝘧 đ˜”đ˜©đ˜Ș𝘮 đ˜Ș𝘮 đ˜”đ˜©đ˜Š đ˜€đ˜ąđ˜Žđ˜Š 𝘾𝘩 𝘾đ˜Ș𝘭𝘭 𝘱𝘭𝘾𝘱đ˜ș𝘮 𝘼𝘱𝘬𝘩 đ˜Žđ˜¶đ˜łđ˜Š đ˜Șđ˜” đ˜Ș𝘮 đ˜€đ˜­đ˜Šđ˜ąđ˜ł. 𝘞𝘩 𝘱𝘳𝘩 đ˜Žđ˜”đ˜łđ˜Șđ˜€đ˜”đ˜­đ˜ș 𝘱𝘯 đ˜Šđ˜„đ˜¶đ˜€đ˜ąđ˜”đ˜Ș𝘰𝘯𝘱𝘭 đ˜€đ˜°đ˜Żđ˜”đ˜Šđ˜Żđ˜” đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź, đ˜Żđ˜°đ˜”đ˜©đ˜Ș𝘯𝘹 𝘾𝘩 𝘰𝘧𝘧𝘩𝘳 đ˜Ș𝘮 𝘧đ˜Șđ˜Żđ˜ąđ˜Żđ˜€đ˜Ș𝘱𝘭 đ˜ąđ˜„đ˜·đ˜Șđ˜€đ˜Š. 𝘞𝘩 𝘱𝘳𝘩 đ˜Żđ˜°đ˜” đ˜±đ˜łđ˜°đ˜§đ˜Šđ˜Žđ˜Žđ˜Ș𝘰𝘯𝘱𝘭𝘮 𝘰𝘳 𝘭đ˜Șđ˜€đ˜Šđ˜Żđ˜Žđ˜Šđ˜„ đ˜ąđ˜„đ˜·đ˜Ș𝘮𝘰𝘳𝘮.

    21 min
  • Is Privacy the Last Unsolved Problem in Digital Assets? | Rand Hindi

    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


    đ——đ—œđ—Šđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—„: đ˜đ˜Żđ˜·đ˜Šđ˜Žđ˜”đ˜Ș𝘯𝘹 đ˜Ș𝘯 đ˜€đ˜łđ˜șđ˜±đ˜”đ˜°đ˜€đ˜¶đ˜łđ˜łđ˜Šđ˜Żđ˜€đ˜ș đ˜ąđ˜Żđ˜„ 𝘋𝘩𝘍đ˜Ș đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜źđ˜Ž đ˜€đ˜°đ˜źđ˜Šđ˜Ž 𝘾đ˜Șđ˜”đ˜© đ˜Șđ˜Żđ˜©đ˜Šđ˜łđ˜Šđ˜Żđ˜” 𝘳đ˜Ș𝘮𝘬𝘮 đ˜Șđ˜Żđ˜€đ˜­đ˜¶đ˜„đ˜Ș𝘯𝘹 đ˜”đ˜Šđ˜€đ˜©đ˜Żđ˜Șđ˜€đ˜ąđ˜­ 𝘳đ˜Ș𝘮𝘬, đ˜©đ˜¶đ˜źđ˜ąđ˜Ż 𝘩𝘳𝘳𝘰𝘳, đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź 𝘧𝘱đ˜Șđ˜­đ˜¶đ˜łđ˜Š đ˜ąđ˜Żđ˜„ 𝘼𝘰𝘳𝘩. đ˜ˆđ˜” đ˜€đ˜Šđ˜łđ˜”đ˜ąđ˜Ș𝘯 đ˜±đ˜°đ˜Șđ˜Żđ˜”đ˜Ž đ˜”đ˜©đ˜łđ˜°đ˜¶đ˜šđ˜©đ˜°đ˜¶đ˜” đ˜”đ˜©đ˜Ș𝘮 đ˜€đ˜©đ˜ąđ˜Żđ˜Żđ˜Šđ˜­, 𝘾𝘩 𝘼𝘱đ˜ș 𝘩𝘱𝘳𝘯 𝘱 đ˜€đ˜°đ˜źđ˜źđ˜Ș𝘮𝘮đ˜Ș𝘰𝘯 𝘰𝘳 𝘧𝘩𝘩 𝘱𝘮 𝘱 đ˜Žđ˜±đ˜°đ˜Żđ˜Žđ˜°đ˜łđ˜Žđ˜©đ˜Șđ˜±, đ˜Ș𝘧 đ˜”đ˜©đ˜Ș𝘮 đ˜Ș𝘮 đ˜”đ˜©đ˜Š đ˜€đ˜ąđ˜Žđ˜Š 𝘾𝘩 𝘾đ˜Ș𝘭𝘭 𝘱𝘭𝘾𝘱đ˜ș𝘮 𝘼𝘱𝘬𝘩 đ˜Žđ˜¶đ˜łđ˜Š đ˜Șđ˜” đ˜Ș𝘮 đ˜€đ˜­đ˜Šđ˜ąđ˜ł. 𝘞𝘩 𝘱𝘳𝘩 đ˜Žđ˜”đ˜łđ˜Șđ˜€đ˜”đ˜­đ˜ș 𝘱𝘯 đ˜Šđ˜„đ˜¶đ˜€đ˜ąđ˜”đ˜Ș𝘰𝘯𝘱𝘭 đ˜€đ˜°đ˜Żđ˜”đ˜Šđ˜Żđ˜” đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź, đ˜Żđ˜°đ˜”đ˜©đ˜Ș𝘯𝘹 𝘾𝘩 𝘰𝘧𝘧𝘩𝘳 đ˜Ș𝘮 𝘧đ˜Șđ˜Żđ˜ąđ˜Żđ˜€đ˜Ș𝘱𝘭 đ˜ąđ˜„đ˜·đ˜Șđ˜€đ˜Š. 𝘞𝘩 𝘱𝘳𝘩 đ˜Żđ˜°đ˜” đ˜±đ˜łđ˜°đ˜§đ˜Šđ˜Žđ˜Žđ˜Ș𝘰𝘯𝘱𝘭𝘮 𝘰𝘳 𝘭đ˜Șđ˜€đ˜Šđ˜Żđ˜Žđ˜Šđ˜„ đ˜ąđ˜„đ˜·đ˜Ș𝘮𝘰𝘳𝘮.

    16 min
  • How Institutions Are Being Forced to Tokenize with Theo Golden

    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


    đ——đ—œđ—Šđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—„: đ˜đ˜Żđ˜·đ˜Šđ˜Žđ˜”đ˜Ș𝘯𝘹 đ˜Ș𝘯 đ˜€đ˜łđ˜șđ˜±đ˜”đ˜°đ˜€đ˜¶đ˜łđ˜łđ˜Šđ˜Żđ˜€đ˜ș đ˜ąđ˜Żđ˜„ 𝘋𝘩𝘍đ˜Ș đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜źđ˜Ž đ˜€đ˜°đ˜źđ˜Šđ˜Ž 𝘾đ˜Șđ˜”đ˜© đ˜Șđ˜Żđ˜©đ˜Šđ˜łđ˜Šđ˜Żđ˜” 𝘳đ˜Ș𝘮𝘬𝘮 đ˜Șđ˜Żđ˜€đ˜­đ˜¶đ˜„đ˜Ș𝘯𝘹 đ˜”đ˜Šđ˜€đ˜©đ˜Żđ˜Șđ˜€đ˜ąđ˜­ 𝘳đ˜Ș𝘮𝘬, đ˜©đ˜¶đ˜źđ˜ąđ˜Ż 𝘩𝘳𝘳𝘰𝘳, đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź 𝘧𝘱đ˜Șđ˜­đ˜¶đ˜łđ˜Š đ˜ąđ˜Żđ˜„ 𝘼𝘰𝘳𝘩. đ˜ˆđ˜” đ˜€đ˜Šđ˜łđ˜”đ˜ąđ˜Ș𝘯 đ˜±đ˜°đ˜Șđ˜Żđ˜”đ˜Ž đ˜”đ˜©đ˜łđ˜°đ˜¶đ˜šđ˜©đ˜°đ˜¶đ˜” đ˜”đ˜©đ˜Ș𝘮 đ˜€đ˜©đ˜ąđ˜Żđ˜Żđ˜Šđ˜­, 𝘾𝘩 𝘼𝘱đ˜ș 𝘩𝘱𝘳𝘯 𝘱 đ˜€đ˜°đ˜źđ˜źđ˜Ș𝘮𝘮đ˜Ș𝘰𝘯 𝘰𝘳 𝘧𝘩𝘩 𝘱𝘮 𝘱 đ˜Žđ˜±đ˜°đ˜Żđ˜Žđ˜°đ˜łđ˜Žđ˜©đ˜Șđ˜±, đ˜Ș𝘧 đ˜”đ˜©đ˜Ș𝘮 đ˜Ș𝘮 đ˜”đ˜©đ˜Š đ˜€đ˜ąđ˜Žđ˜Š 𝘾𝘩 𝘾đ˜Ș𝘭𝘭 𝘱𝘭𝘾𝘱đ˜ș𝘮 𝘼𝘱𝘬𝘩 đ˜Žđ˜¶đ˜łđ˜Š đ˜Șđ˜” đ˜Ș𝘮 đ˜€đ˜­đ˜Šđ˜ąđ˜ł. 𝘞𝘩 𝘱𝘳𝘩 đ˜Žđ˜”đ˜łđ˜Șđ˜€đ˜”đ˜­đ˜ș 𝘱𝘯 đ˜Šđ˜„đ˜¶đ˜€đ˜ąđ˜”đ˜Ș𝘰𝘯𝘱𝘭 đ˜€đ˜°đ˜Żđ˜”đ˜Šđ˜Żđ˜” đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź, đ˜Żđ˜°đ˜”đ˜©đ˜Ș𝘯𝘹 𝘾𝘩 𝘰𝘧𝘧𝘩𝘳 đ˜Ș𝘮 𝘧đ˜Șđ˜Żđ˜ąđ˜Żđ˜€đ˜Ș𝘱𝘭 đ˜ąđ˜„đ˜·đ˜Șđ˜€đ˜Š. 𝘞𝘩 𝘱𝘳𝘩 đ˜Żđ˜°đ˜” đ˜±đ˜łđ˜°đ˜§đ˜Šđ˜Žđ˜Žđ˜Ș𝘰𝘯𝘱𝘭𝘮 𝘰𝘳 𝘭đ˜Șđ˜€đ˜Šđ˜Żđ˜Žđ˜Šđ˜„ đ˜ąđ˜„đ˜·đ˜Ș𝘮𝘰𝘳𝘮.

    24 min
  • Stani Kulechov on Why Aave V4 Is The Most Resilient DeFi In The World

    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


    đ——đ—œđ—Šđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—„: đ˜đ˜Żđ˜·đ˜Šđ˜Žđ˜”đ˜Ș𝘯𝘹 đ˜Ș𝘯 đ˜€đ˜łđ˜șđ˜±đ˜”đ˜°đ˜€đ˜¶đ˜łđ˜łđ˜Šđ˜Żđ˜€đ˜ș đ˜ąđ˜Żđ˜„ 𝘋𝘩𝘍đ˜Ș đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜źđ˜Ž đ˜€đ˜°đ˜źđ˜Šđ˜Ž 𝘾đ˜Șđ˜”đ˜© đ˜Șđ˜Żđ˜©đ˜Šđ˜łđ˜Šđ˜Żđ˜” 𝘳đ˜Ș𝘮𝘬𝘮 đ˜Șđ˜Żđ˜€đ˜­đ˜¶đ˜„đ˜Ș𝘯𝘹 đ˜”đ˜Šđ˜€đ˜©đ˜Żđ˜Șđ˜€đ˜ąđ˜­ 𝘳đ˜Ș𝘮𝘬, đ˜©đ˜¶đ˜źđ˜ąđ˜Ż 𝘩𝘳𝘳𝘰𝘳, đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź 𝘧𝘱đ˜Șđ˜­đ˜¶đ˜łđ˜Š đ˜ąđ˜Żđ˜„ 𝘼𝘰𝘳𝘩. đ˜ˆđ˜” đ˜€đ˜Šđ˜łđ˜”đ˜ąđ˜Ș𝘯 đ˜±đ˜°đ˜Șđ˜Żđ˜”đ˜Ž đ˜”đ˜©đ˜łđ˜°đ˜¶đ˜šđ˜©đ˜°đ˜¶đ˜” đ˜”đ˜©đ˜Ș𝘮 đ˜€đ˜©đ˜ąđ˜Żđ˜Żđ˜Šđ˜­, 𝘾𝘩 𝘼𝘱đ˜ș 𝘩𝘱𝘳𝘯 𝘱 đ˜€đ˜°đ˜źđ˜źđ˜Ș𝘮𝘮đ˜Ș𝘰𝘯 𝘰𝘳 𝘧𝘩𝘩 𝘱𝘮 𝘱 đ˜Žđ˜±đ˜°đ˜Żđ˜Žđ˜°đ˜łđ˜Žđ˜©đ˜Șđ˜±, đ˜Ș𝘧 đ˜”đ˜©đ˜Ș𝘮 đ˜Ș𝘮 đ˜”đ˜©đ˜Š đ˜€đ˜ąđ˜Žđ˜Š 𝘾𝘩 𝘾đ˜Ș𝘭𝘭 𝘱𝘭𝘾𝘱đ˜ș𝘮 𝘼𝘱𝘬𝘩 đ˜Žđ˜¶đ˜łđ˜Š đ˜Șđ˜” đ˜Ș𝘮 đ˜€đ˜­đ˜Šđ˜ąđ˜ł. 𝘞𝘩 𝘱𝘳𝘩 đ˜Žđ˜”đ˜łđ˜Șđ˜€đ˜”đ˜­đ˜ș 𝘱𝘯 đ˜Šđ˜„đ˜¶đ˜€đ˜ąđ˜”đ˜Ș𝘰𝘯𝘱𝘭 đ˜€đ˜°đ˜Żđ˜”đ˜Šđ˜Żđ˜” đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź, đ˜Żđ˜°đ˜”đ˜©đ˜Ș𝘯𝘹 𝘾𝘩 𝘰𝘧𝘧𝘩𝘳 đ˜Ș𝘮 𝘧đ˜Șđ˜Żđ˜ąđ˜Żđ˜€đ˜Ș𝘱𝘭 đ˜ąđ˜„đ˜·đ˜Șđ˜€đ˜Š. 𝘞𝘩 𝘱𝘳𝘩 đ˜Żđ˜°đ˜” đ˜±đ˜łđ˜°đ˜§đ˜Šđ˜Žđ˜Žđ˜Ș𝘰𝘯𝘱𝘭𝘮 𝘰𝘳 𝘭đ˜Șđ˜€đ˜Šđ˜Żđ˜Žđ˜Šđ˜„ đ˜ąđ˜„đ˜·đ˜Ș𝘮𝘰𝘳𝘮.

    27 min
  • Hyperliquid Strategies CEO: Hyperliquid Is Extremely Undervalued (...And What Comes Next)

    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


    đ——đ—œđ—Šđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—„: đ˜đ˜Żđ˜·đ˜Šđ˜Žđ˜”đ˜Ș𝘯𝘹 đ˜Ș𝘯 đ˜€đ˜łđ˜șđ˜±đ˜”đ˜°đ˜€đ˜¶đ˜łđ˜łđ˜Šđ˜Żđ˜€đ˜ș đ˜ąđ˜Żđ˜„ 𝘋𝘩𝘍đ˜Ș đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜źđ˜Ž đ˜€đ˜°đ˜źđ˜Šđ˜Ž 𝘾đ˜Șđ˜”đ˜© đ˜Șđ˜Żđ˜©đ˜Šđ˜łđ˜Šđ˜Żđ˜” 𝘳đ˜Ș𝘮𝘬𝘮 đ˜Șđ˜Żđ˜€đ˜­đ˜¶đ˜„đ˜Ș𝘯𝘹 đ˜”đ˜Šđ˜€đ˜©đ˜Żđ˜Șđ˜€đ˜ąđ˜­ 𝘳đ˜Ș𝘮𝘬, đ˜©đ˜¶đ˜źđ˜ąđ˜Ż 𝘩𝘳𝘳𝘰𝘳, đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź 𝘧𝘱đ˜Șđ˜­đ˜¶đ˜łđ˜Š đ˜ąđ˜Żđ˜„ 𝘼𝘰𝘳𝘩. đ˜ˆđ˜” đ˜€đ˜Šđ˜łđ˜”đ˜ąđ˜Ș𝘯 đ˜±đ˜°đ˜Șđ˜Żđ˜”đ˜Ž đ˜”đ˜©đ˜łđ˜°đ˜¶đ˜šđ˜©đ˜°đ˜¶đ˜” đ˜”đ˜©đ˜Ș𝘮 đ˜€đ˜©đ˜ąđ˜Żđ˜Żđ˜Šđ˜­, 𝘾𝘩 𝘼𝘱đ˜ș 𝘩𝘱𝘳𝘯 𝘱 đ˜€đ˜°đ˜źđ˜źđ˜Ș𝘮𝘮đ˜Ș𝘰𝘯 𝘰𝘳 𝘧𝘩𝘩 𝘱𝘮 𝘱 đ˜Žđ˜±đ˜°đ˜Żđ˜Žđ˜°đ˜łđ˜Žđ˜©đ˜Șđ˜±, đ˜Ș𝘧 đ˜”đ˜©đ˜Ș𝘮 đ˜Ș𝘮 đ˜”đ˜©đ˜Š đ˜€đ˜ąđ˜Žđ˜Š 𝘾𝘩 𝘾đ˜Ș𝘭𝘭 𝘱𝘭𝘾𝘱đ˜ș𝘮 𝘼𝘱𝘬𝘩 đ˜Žđ˜¶đ˜łđ˜Š đ˜Șđ˜” đ˜Ș𝘮 đ˜€đ˜­đ˜Šđ˜ąđ˜ł. 𝘞𝘩 𝘱𝘳𝘩 đ˜Žđ˜”đ˜łđ˜Șđ˜€đ˜”đ˜­đ˜ș 𝘱𝘯 đ˜Šđ˜„đ˜¶đ˜€đ˜ąđ˜”đ˜Ș𝘰𝘯𝘱𝘭 đ˜€đ˜°đ˜Żđ˜”đ˜Šđ˜Żđ˜” đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź, đ˜Żđ˜°đ˜”đ˜©đ˜Ș𝘯𝘹 𝘾𝘩 𝘰𝘧𝘧𝘩𝘳 đ˜Ș𝘮 𝘧đ˜Șđ˜Żđ˜ąđ˜Żđ˜€đ˜Ș𝘱𝘭 đ˜ąđ˜„đ˜·đ˜Șđ˜€đ˜Š. 𝘞𝘩 𝘱𝘳𝘩 đ˜Żđ˜°đ˜” đ˜±đ˜łđ˜°đ˜§đ˜Šđ˜Žđ˜Žđ˜Ș𝘰𝘯𝘱𝘭𝘮 𝘰𝘳 𝘭đ˜Șđ˜€đ˜Šđ˜Żđ˜Žđ˜Šđ˜„ đ˜ąđ˜„đ˜·đ˜Ș𝘮𝘰𝘳𝘮.

    38 min
  • Jeff Park on Why the 60/40 Portfolio Is Already Over

    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


    đ——đ—œđ—Šđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—„: đ˜đ˜Żđ˜·đ˜Šđ˜Žđ˜”đ˜Ș𝘯𝘹 đ˜Ș𝘯 đ˜€đ˜łđ˜șđ˜±đ˜”đ˜°đ˜€đ˜¶đ˜łđ˜łđ˜Šđ˜Żđ˜€đ˜ș đ˜ąđ˜Żđ˜„ 𝘋𝘩𝘍đ˜Ș đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜źđ˜Ž đ˜€đ˜°đ˜źđ˜Šđ˜Ž 𝘾đ˜Șđ˜”đ˜© đ˜Șđ˜Żđ˜©đ˜Šđ˜łđ˜Šđ˜Żđ˜” 𝘳đ˜Ș𝘮𝘬𝘮 đ˜Șđ˜Żđ˜€đ˜­đ˜¶đ˜„đ˜Ș𝘯𝘹 đ˜”đ˜Šđ˜€đ˜©đ˜Żđ˜Șđ˜€đ˜ąđ˜­ 𝘳đ˜Ș𝘮𝘬, đ˜©đ˜¶đ˜źđ˜ąđ˜Ż 𝘩𝘳𝘳𝘰𝘳, đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź 𝘧𝘱đ˜Șđ˜­đ˜¶đ˜łđ˜Š đ˜ąđ˜Żđ˜„ 𝘼𝘰𝘳𝘩. đ˜ˆđ˜” đ˜€đ˜Šđ˜łđ˜”đ˜ąđ˜Ș𝘯 đ˜±đ˜°đ˜Șđ˜Żđ˜”đ˜Ž đ˜”đ˜©đ˜łđ˜°đ˜¶đ˜šđ˜©đ˜°đ˜¶đ˜” đ˜”đ˜©đ˜Ș𝘮 đ˜€đ˜©đ˜ąđ˜Żđ˜Żđ˜Šđ˜­, 𝘾𝘩 𝘼𝘱đ˜ș 𝘩𝘱𝘳𝘯 𝘱 đ˜€đ˜°đ˜źđ˜źđ˜Ș𝘮𝘮đ˜Ș𝘰𝘯 𝘰𝘳 𝘧𝘩𝘩 𝘱𝘮 𝘱 đ˜Žđ˜±đ˜°đ˜Żđ˜Žđ˜°đ˜łđ˜Žđ˜©đ˜Șđ˜±, đ˜Ș𝘧 đ˜”đ˜©đ˜Ș𝘮 đ˜Ș𝘮 đ˜”đ˜©đ˜Š đ˜€đ˜ąđ˜Žđ˜Š 𝘾𝘩 𝘾đ˜Ș𝘭𝘭 𝘱𝘭𝘾𝘱đ˜ș𝘮 𝘼𝘱𝘬𝘩 đ˜Žđ˜¶đ˜łđ˜Š đ˜Șđ˜” đ˜Ș𝘮 đ˜€đ˜­đ˜Šđ˜ąđ˜ł. 𝘞𝘩 𝘱𝘳𝘩 đ˜Žđ˜”đ˜łđ˜Șđ˜€đ˜”đ˜­đ˜ș 𝘱𝘯 đ˜Šđ˜„đ˜¶đ˜€đ˜ąđ˜”đ˜Ș𝘰𝘯𝘱𝘭 đ˜€đ˜°đ˜Żđ˜”đ˜Šđ˜Żđ˜” đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź, đ˜Żđ˜°đ˜”đ˜©đ˜Ș𝘯𝘹 𝘾𝘩 𝘰𝘧𝘧𝘩𝘳 đ˜Ș𝘮 𝘧đ˜Șđ˜Żđ˜ąđ˜Żđ˜€đ˜Ș𝘱𝘭 đ˜ąđ˜„đ˜·đ˜Șđ˜€đ˜Š. 𝘞𝘩 𝘱𝘳𝘩 đ˜Żđ˜°đ˜” đ˜±đ˜łđ˜°đ˜§đ˜Šđ˜Žđ˜Žđ˜Ș𝘰𝘯𝘱𝘭𝘮 𝘰𝘳 𝘭đ˜Șđ˜€đ˜Šđ˜Żđ˜Žđ˜Šđ˜„ đ˜ąđ˜„đ˜·đ˜Ș𝘮𝘰𝘳𝘮.

    24 min
  • Is the Stablecoin Yield Ban Good? with Frax founder Sam Kazemian

    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


    đ——đ—œđ—Šđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—„: đ˜đ˜Żđ˜·đ˜Šđ˜Žđ˜”đ˜Ș𝘯𝘹 đ˜Ș𝘯 đ˜€đ˜łđ˜șđ˜±đ˜”đ˜°đ˜€đ˜¶đ˜łđ˜łđ˜Šđ˜Żđ˜€đ˜ș đ˜ąđ˜Żđ˜„ 𝘋𝘩𝘍đ˜Ș đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜źđ˜Ž đ˜€đ˜°đ˜źđ˜Šđ˜Ž 𝘾đ˜Șđ˜”đ˜© đ˜Șđ˜Żđ˜©đ˜Šđ˜łđ˜Šđ˜Żđ˜” 𝘳đ˜Ș𝘮𝘬𝘮 đ˜Șđ˜Żđ˜€đ˜­đ˜¶đ˜„đ˜Ș𝘯𝘹 đ˜”đ˜Šđ˜€đ˜©đ˜Żđ˜Șđ˜€đ˜ąđ˜­ 𝘳đ˜Ș𝘮𝘬, đ˜©đ˜¶đ˜źđ˜ąđ˜Ż 𝘩𝘳𝘳𝘰𝘳, đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź 𝘧𝘱đ˜Șđ˜­đ˜¶đ˜łđ˜Š đ˜ąđ˜Żđ˜„ 𝘼𝘰𝘳𝘩. đ˜ˆđ˜” đ˜€đ˜Šđ˜łđ˜”đ˜ąđ˜Ș𝘯 đ˜±đ˜°đ˜Șđ˜Żđ˜”đ˜Ž đ˜”đ˜©đ˜łđ˜°đ˜¶đ˜šđ˜©đ˜°đ˜¶đ˜” đ˜”đ˜©đ˜Ș𝘮 đ˜€đ˜©đ˜ąđ˜Żđ˜Żđ˜Šđ˜­, 𝘾𝘩 𝘼𝘱đ˜ș 𝘩𝘱𝘳𝘯 𝘱 đ˜€đ˜°đ˜źđ˜źđ˜Ș𝘮𝘮đ˜Ș𝘰𝘯 𝘰𝘳 𝘧𝘩𝘩 𝘱𝘮 𝘱 đ˜Žđ˜±đ˜°đ˜Żđ˜Žđ˜°đ˜łđ˜Žđ˜©đ˜Șđ˜±, đ˜Ș𝘧 đ˜”đ˜©đ˜Ș𝘮 đ˜Ș𝘮 đ˜”đ˜©đ˜Š đ˜€đ˜ąđ˜Žđ˜Š 𝘾𝘩 𝘾đ˜Ș𝘭𝘭 𝘱𝘭𝘾𝘱đ˜ș𝘮 𝘼𝘱𝘬𝘩 đ˜Žđ˜¶đ˜łđ˜Š đ˜Șđ˜” đ˜Ș𝘮 đ˜€đ˜­đ˜Šđ˜ąđ˜ł. 𝘞𝘩 𝘱𝘳𝘩 đ˜Žđ˜”đ˜łđ˜Șđ˜€đ˜”đ˜­đ˜ș 𝘱𝘯 đ˜Šđ˜„đ˜¶đ˜€đ˜ąđ˜”đ˜Ș𝘰𝘯𝘱𝘭 đ˜€đ˜°đ˜Żđ˜”đ˜Šđ˜Żđ˜” đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź, đ˜Żđ˜°đ˜”đ˜©đ˜Ș𝘯𝘹 𝘾𝘩 𝘰𝘧𝘧𝘩𝘳 đ˜Ș𝘮 𝘧đ˜Șđ˜Żđ˜ąđ˜Żđ˜€đ˜Ș𝘱𝘭 đ˜ąđ˜„đ˜·đ˜Șđ˜€đ˜Š. 𝘞𝘩 𝘱𝘳𝘩 đ˜Żđ˜°đ˜” đ˜±đ˜łđ˜°đ˜§đ˜Šđ˜Žđ˜Žđ˜Ș𝘰𝘯𝘱𝘭𝘮 𝘰𝘳 𝘭đ˜Șđ˜€đ˜Šđ˜Żđ˜Žđ˜Šđ˜„ đ˜ąđ˜„đ˜·đ˜Ș𝘮𝘰𝘳𝘮.

    31 min
  • The Biggest Digital Assets Opportunity Nobody Is Talking About

    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


    đ——đ—œđ—Šđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—„: đ˜đ˜Żđ˜·đ˜Šđ˜Žđ˜”đ˜Ș𝘯𝘹 đ˜Ș𝘯 đ˜€đ˜łđ˜șđ˜±đ˜”đ˜°đ˜€đ˜¶đ˜łđ˜łđ˜Šđ˜Żđ˜€đ˜ș đ˜ąđ˜Żđ˜„ 𝘋𝘩𝘍đ˜Ș đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜źđ˜Ž đ˜€đ˜°đ˜źđ˜Šđ˜Ž 𝘾đ˜Șđ˜”đ˜© đ˜Șđ˜Żđ˜©đ˜Šđ˜łđ˜Šđ˜Żđ˜” 𝘳đ˜Ș𝘮𝘬𝘮 đ˜Șđ˜Żđ˜€đ˜­đ˜¶đ˜„đ˜Ș𝘯𝘹 đ˜”đ˜Šđ˜€đ˜©đ˜Żđ˜Șđ˜€đ˜ąđ˜­ 𝘳đ˜Ș𝘮𝘬, đ˜©đ˜¶đ˜źđ˜ąđ˜Ż 𝘩𝘳𝘳𝘰𝘳, đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź 𝘧𝘱đ˜Șđ˜­đ˜¶đ˜łđ˜Š đ˜ąđ˜Żđ˜„ 𝘼𝘰𝘳𝘩. đ˜ˆđ˜” đ˜€đ˜Šđ˜łđ˜”đ˜ąđ˜Ș𝘯 đ˜±đ˜°đ˜Șđ˜Żđ˜”đ˜Ž đ˜”đ˜©đ˜łđ˜°đ˜¶đ˜šđ˜©đ˜°đ˜¶đ˜” đ˜”đ˜©đ˜Ș𝘮 đ˜€đ˜©đ˜ąđ˜Żđ˜Żđ˜Šđ˜­, 𝘾𝘩 𝘼𝘱đ˜ș 𝘩𝘱𝘳𝘯 𝘱 đ˜€đ˜°đ˜źđ˜źđ˜Ș𝘮𝘮đ˜Ș𝘰𝘯 𝘰𝘳 𝘧𝘩𝘩 𝘱𝘮 𝘱 đ˜Žđ˜±đ˜°đ˜Żđ˜Žđ˜°đ˜łđ˜Žđ˜©đ˜Șđ˜±, đ˜Ș𝘧 đ˜”đ˜©đ˜Ș𝘮 đ˜Ș𝘮 đ˜”đ˜©đ˜Š đ˜€đ˜ąđ˜Žđ˜Š 𝘾𝘩 𝘾đ˜Ș𝘭𝘭 𝘱𝘭𝘾𝘱đ˜ș𝘮 𝘼𝘱𝘬𝘩 đ˜Žđ˜¶đ˜łđ˜Š đ˜Șđ˜” đ˜Ș𝘮 đ˜€đ˜­đ˜Šđ˜ąđ˜ł. 𝘞𝘩 𝘱𝘳𝘩 đ˜Žđ˜”đ˜łđ˜Șđ˜€đ˜”đ˜­đ˜ș 𝘱𝘯 đ˜Šđ˜„đ˜¶đ˜€đ˜ąđ˜”đ˜Ș𝘰𝘯𝘱𝘭 đ˜€đ˜°đ˜Żđ˜”đ˜Šđ˜Żđ˜” đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź, đ˜Żđ˜°đ˜”đ˜©đ˜Ș𝘯𝘹 𝘾𝘩 𝘰𝘧𝘧𝘩𝘳 đ˜Ș𝘮 𝘧đ˜Șđ˜Żđ˜ąđ˜Żđ˜€đ˜Ș𝘱𝘭 đ˜ąđ˜„đ˜·đ˜Șđ˜€đ˜Š. 𝘞𝘩 𝘱𝘳𝘩 đ˜Żđ˜°đ˜” đ˜±đ˜łđ˜°đ˜§đ˜Šđ˜Žđ˜Žđ˜Ș𝘰𝘯𝘱𝘭𝘮 𝘰𝘳 𝘭đ˜Șđ˜€đ˜Šđ˜Żđ˜Žđ˜Šđ˜„ đ˜ąđ˜„đ˜·đ˜Ș𝘮𝘰𝘳𝘮.

    35 min
  • How the Oil Shock Is Flipping the Macro Playbook | Felix Jauvin

    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


    đ——đ—œđ—Šđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—„: đ˜đ˜Żđ˜·đ˜Šđ˜Žđ˜”đ˜Ș𝘯𝘹 đ˜Ș𝘯 đ˜€đ˜łđ˜șđ˜±đ˜”đ˜°đ˜€đ˜¶đ˜łđ˜łđ˜Šđ˜Żđ˜€đ˜ș đ˜ąđ˜Żđ˜„ 𝘋𝘩𝘍đ˜Ș đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜źđ˜Ž đ˜€đ˜°đ˜źđ˜Šđ˜Ž 𝘾đ˜Șđ˜”đ˜© đ˜Șđ˜Żđ˜©đ˜Šđ˜łđ˜Šđ˜Żđ˜” 𝘳đ˜Ș𝘮𝘬𝘮 đ˜Șđ˜Żđ˜€đ˜­đ˜¶đ˜„đ˜Ș𝘯𝘹 đ˜”đ˜Šđ˜€đ˜©đ˜Żđ˜Șđ˜€đ˜ąđ˜­ 𝘳đ˜Ș𝘮𝘬, đ˜©đ˜¶đ˜źđ˜ąđ˜Ż 𝘩𝘳𝘳𝘰𝘳, đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź 𝘧𝘱đ˜Șđ˜­đ˜¶đ˜łđ˜Š đ˜ąđ˜Żđ˜„ 𝘼𝘰𝘳𝘩. đ˜ˆđ˜” đ˜€đ˜Šđ˜łđ˜”đ˜ąđ˜Ș𝘯 đ˜±đ˜°đ˜Șđ˜Żđ˜”đ˜Ž đ˜”đ˜©đ˜łđ˜°đ˜¶đ˜šđ˜©đ˜°đ˜¶đ˜” đ˜”đ˜©đ˜Ș𝘮 đ˜€đ˜©đ˜ąđ˜Żđ˜Żđ˜Šđ˜­, 𝘾𝘩 𝘼𝘱đ˜ș 𝘩𝘱𝘳𝘯 𝘱 đ˜€đ˜°đ˜źđ˜źđ˜Ș𝘮𝘮đ˜Ș𝘰𝘯 𝘰𝘳 𝘧𝘩𝘩 𝘱𝘮 𝘱 đ˜Žđ˜±đ˜°đ˜Żđ˜Žđ˜°đ˜łđ˜Žđ˜©đ˜Șđ˜±, đ˜Ș𝘧 đ˜”đ˜©đ˜Ș𝘮 đ˜Ș𝘮 đ˜”đ˜©đ˜Š đ˜€đ˜ąđ˜Žđ˜Š 𝘾𝘩 𝘾đ˜Ș𝘭𝘭 𝘱𝘭𝘾𝘱đ˜ș𝘮 𝘼𝘱𝘬𝘩 đ˜Žđ˜¶đ˜łđ˜Š đ˜Șđ˜” đ˜Ș𝘮 đ˜€đ˜­đ˜Šđ˜ąđ˜ł. 𝘞𝘩 𝘱𝘳𝘩 đ˜Žđ˜”đ˜łđ˜Șđ˜€đ˜”đ˜­đ˜ș 𝘱𝘯 đ˜Šđ˜„đ˜¶đ˜€đ˜ąđ˜”đ˜Ș𝘰𝘯𝘱𝘭 đ˜€đ˜°đ˜Żđ˜”đ˜Šđ˜Żđ˜” đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź, đ˜Żđ˜°đ˜”đ˜©đ˜Ș𝘯𝘹 𝘾𝘩 𝘰𝘧𝘧𝘩𝘳 đ˜Ș𝘮 𝘧đ˜Șđ˜Żđ˜ąđ˜Żđ˜€đ˜Ș𝘱𝘭 đ˜ąđ˜„đ˜·đ˜Șđ˜€đ˜Š. 𝘞𝘩 𝘱𝘳𝘩 đ˜Żđ˜°đ˜” đ˜±đ˜łđ˜°đ˜§đ˜Šđ˜Žđ˜Žđ˜Ș𝘰𝘯𝘱𝘭𝘮 𝘰𝘳 𝘭đ˜Șđ˜€đ˜Šđ˜Żđ˜Žđ˜Šđ˜„ đ˜ąđ˜„đ˜·đ˜Ș𝘮𝘰𝘳𝘮.

    21 min
  • Is TAO the Best AI Trade in the World Right Now? | Rob Greer

    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


    đ——đ—œđ—Šđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—„: đ˜đ˜Żđ˜·đ˜Šđ˜Žđ˜”đ˜Ș𝘯𝘹 đ˜Ș𝘯 đ˜€đ˜łđ˜șđ˜±đ˜”đ˜°đ˜€đ˜¶đ˜łđ˜łđ˜Šđ˜Żđ˜€đ˜ș đ˜ąđ˜Żđ˜„ 𝘋𝘩𝘍đ˜Ș đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜źđ˜Ž đ˜€đ˜°đ˜źđ˜Šđ˜Ž 𝘾đ˜Șđ˜”đ˜© đ˜Șđ˜Żđ˜©đ˜Šđ˜łđ˜Šđ˜Żđ˜” 𝘳đ˜Ș𝘮𝘬𝘮 đ˜Șđ˜Żđ˜€đ˜­đ˜¶đ˜„đ˜Ș𝘯𝘹 đ˜”đ˜Šđ˜€đ˜©đ˜Żđ˜Șđ˜€đ˜ąđ˜­ 𝘳đ˜Ș𝘮𝘬, đ˜©đ˜¶đ˜źđ˜ąđ˜Ż 𝘩𝘳𝘳𝘰𝘳, đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź 𝘧𝘱đ˜Șđ˜­đ˜¶đ˜łđ˜Š đ˜ąđ˜Żđ˜„ 𝘼𝘰𝘳𝘩. đ˜ˆđ˜” đ˜€đ˜Šđ˜łđ˜”đ˜ąđ˜Ș𝘯 đ˜±đ˜°đ˜Șđ˜Żđ˜”đ˜Ž đ˜”đ˜©đ˜łđ˜°đ˜¶đ˜šđ˜©đ˜°đ˜¶đ˜” đ˜”đ˜©đ˜Ș𝘮 đ˜€đ˜©đ˜ąđ˜Żđ˜Żđ˜Šđ˜­, 𝘾𝘩 𝘼𝘱đ˜ș 𝘩𝘱𝘳𝘯 𝘱 đ˜€đ˜°đ˜źđ˜źđ˜Ș𝘮𝘮đ˜Ș𝘰𝘯 𝘰𝘳 𝘧𝘩𝘩 𝘱𝘮 𝘱 đ˜Žđ˜±đ˜°đ˜Żđ˜Žđ˜°đ˜łđ˜Žđ˜©đ˜Șđ˜±, đ˜Ș𝘧 đ˜”đ˜©đ˜Ș𝘮 đ˜Ș𝘮 đ˜”đ˜©đ˜Š đ˜€đ˜ąđ˜Žđ˜Š 𝘾𝘩 𝘾đ˜Ș𝘭𝘭 𝘱𝘭𝘾𝘱đ˜ș𝘮 𝘼𝘱𝘬𝘩 đ˜Žđ˜¶đ˜łđ˜Š đ˜Șđ˜” đ˜Ș𝘮 đ˜€đ˜­đ˜Šđ˜ąđ˜ł. 𝘞𝘩 𝘱𝘳𝘩 đ˜Žđ˜”đ˜łđ˜Șđ˜€đ˜”đ˜­đ˜ș 𝘱𝘯 đ˜Šđ˜„đ˜¶đ˜€đ˜ąđ˜”đ˜Ș𝘰𝘯𝘱𝘭 đ˜€đ˜°đ˜Żđ˜”đ˜Šđ˜Żđ˜” đ˜±đ˜­đ˜ąđ˜”đ˜§đ˜°đ˜łđ˜ź, đ˜Żđ˜°đ˜”đ˜©đ˜Ș𝘯𝘹 𝘾𝘩 𝘰𝘧𝘧𝘩𝘳 đ˜Ș𝘮 𝘧đ˜Șđ˜Żđ˜ąđ˜Żđ˜€đ˜Ș𝘱𝘭 đ˜ąđ˜„đ˜·đ˜Șđ˜€đ˜Š. 𝘞𝘩 𝘱𝘳𝘩 đ˜Żđ˜°đ˜” đ˜±đ˜łđ˜°đ˜§đ˜Šđ˜Žđ˜Žđ˜Ș𝘰𝘯𝘱𝘭𝘮 𝘰𝘳 𝘭đ˜Șđ˜€đ˜Šđ˜Żđ˜Žđ˜Šđ˜„ đ˜ąđ˜„đ˜·đ˜Ș𝘮𝘰𝘳𝘮.

    34 min

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