The Rollup

The Rollup

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The Rollup episodes

  • How Sui Plans to Beat Hyperliquid with Evan Cheng

    Evan Cheng, CEO and Co-Founder of Sui, joins The Rollup to discuss tokenization, AI agent infrastructure, Sui's business model evolution, and more.

    Evan Cheng is the CEO and Co-Founder of Mysten Labs, the team behind Sui, one of the fastest-growing Layer 1 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

    01:32 Is Blockchain Just Finance?

    02:40 Sui's Vertical Build Strategy

    05:00 Who Benefits from Tokenization?

    07:21 The Verticalization Shift

    09:32 AI Meets Blockchain

    11:10 Do We Need Billion TPS?

    13:10 Regulatory Clarity Incoming

    15:05 Competing with Hyper Liquid

    20:02 L1 Fee Models Are Dead

    21:32 Leaving Facebook's Libra

    24:18 Institutional Appetite for Sui


    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
  • Is a Gold-Backed Yield Coin the Future of Stablecoins? with Iggy Ioppe

    Iggy Ioppe, CIO of Theo Network, joins Stable Up to break down how Theo is generating native yield on tokenized gold, why they built on Hyper Liquid, and more.

    Iggy Ioppe is the Chief Investment Officer of Theo Network, a gold-backed yield stablecoin protocol built on Hyper Liquid. Iggy brings 15+ years of traditional finance experience spanning private equity at Bain Capital, prop trading at Credit Suisse, and crypto investing at Polygon Ventures.

    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 Iggy's TradFi Background

    02:45 The RWA Tokenization Vision

    04:34 Why They Built on Hyper Liquid

    05:47 Iggy's Hyper Liquid Bull Case

    07:05 How Big Can Hyper Liquid Get?

    09:15 Why Tokenize Gold?

    13:10 The Gold Basis Trade Explained

    16:54 How the Yield Gets to Holders

    18:06 Deploying the $100M Pre-Deposit

    22:07 Multi-Venue Yield Strategy

    22:43 Do They Need a Token?

    24:21 How Big Can TH-USD Get?


    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
  • Why BitTensor Is the Bitcoin of AI

    James Ross, Founder of Synth, joins AI Supercycle to break down the BitTensor bull thesis, how subnets are generating real revenue, and more.

    James Ross is the Founder of Synth, a BitTensor subnet running decentralized data science competitions to model volatility.

    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 What Is BitTensor?

    02:10 The Bitcoin of AI Comparison

    04:27 Why Decentralized AI Now?

    07:18 How Staking Subnets Works

    08:58 Subnets as a Venture Portfolio

    11:03 Are Subnets Generating Real Value?

    13:31 TAO Bull Thesis and TAM

    15:38 Best Way to Play the AI Trade

    16:20 Privacy and Confidential Compute

    17:13 Institutional Capital Coming In

    18:17 How to Get Started with TAO

    20:03 Trading Subnets Like DeFi Tokens


    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.

    23 min
  • Is Tokenization Ready for Wall Street? with Adam Minehardt

    Adam Minehardt, Head of Policy at Chainlink, joins The Rollup live from DC Blockchain Summit to break down the Clarity Act, stablecoin yield negotiations, and more.

    As Head of Policy of Chainlink, Adam Minehardt sits at the intersection of DeFi infrastructure, TradFi adoption, and D.C. policymaking.

    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 Adam's Background

    02:09 DC Blockchain Summit & Convergence

    03:36 Clarity Act Update

    05:15 SEC Quarterly Filing Change Explained

    07:02 What to Expect from Paul Atkins

    09:06 Will TradFi Litigate the Innovation Exemption?

    11:36 Innovation Exemption Beneficiaries

    13:09 Tokenization + Energy Infra

    14:31 SEC & CFTC Joint MOU

    18:06 Consumer Protection Overview

    20:34 Where Chainlink Fits in the Regulatory Landscape

    22:10 Tokenization Goes Mainstream Winners

    24:13 Institutions vs. Retail


    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
  • Teddy Fusaro on Why Wall Street Is Being Replaced by Crypto

    Bitwise President Teddy Fusaro breaks down why institutional crypto adoption is just getting started.

    Teddy Fusaro is President of Bitwise Asset Management, one of the world's leading crypto asset managers.

    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

    00:01:38 How Teddy Became President of Bitwise

    00:04:06 Institutional Crypto Allocation: Where Are We Really?

    00:07:17 ETFs vs. Crypto — The Same Story Playing Out Again

    00:09:46 Hyperliquid & 24/7 Markets Are the Obvious Future

    00:13:17 How Institutions Value Bitcoin, Ethereum & Solana

    00:18:01 Paper Bitcoin, ETFs & Where Institutional Flows Are Landing

    00:21:38 Bitwise's Options Business & Bitcoin Hedging Strategies

    00:24:51 Vaults, Tokenization & Disrupting Wall Street Infrastructure

    00:27:15 Vault Curators vs. RIAs — The Coming Regulatory Question


    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.

    30 min
  • Yuki Yuminaga on Why Tokenized Assets Are Broken Onchain

    Yuki Yuminaga, co-founder of Tenbin, breaks down exactly what's broken and how to fix it.

    Yuki Yuminaga is the co-founder of Tenbin, a tokenization protocol bringing precious metals, commodities, and yield-bearing FX assets on-chain via CME futures hedging.

    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.


    00:00 Intro

    00:54 Who Benefits Most From Tokenization

    05:20 The Onchain Liquidity Problem

    10:01 How Hard Asset Tokenization Works Today

    13:53 Perps vs. Tokenized Assets — Why It Matters

    16:33 How Ten Bean Tokenizes CME Futures

    22:35 Risk Management & Bank Run Scenarios

    28:40 The $50M Aave / CoW Swap MEV Incident

    36:53 Infrastructure Needed For Global Onchain Markets

    39:55 The Future Of The Tokenization Supercycle


    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.

    43 min
  • Crossmint Founder Exposes the Stablecoin vs. Credit Card Truth

    AI is about to automate your entire financial life...

    Alfonso, co-founder of Crossmint, joins The Rollup to discuss agentic finance, agent-scoped cards, stablecoin infrastructure, and the Western Union stablecoin play.

    About Alfonso GĂłmez-Jordana: Co-founder of Crossmint. Former founding PM at Google (reCAPTCHA, Firebase Auth, Actions) and third PM at WhatsApp. Building in crypto since 2012.

    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

    01:12 Alfonso's Background & the reCAPTCHA Origin Story

    03:34 What Is Agentic Finance, Really?

    05:11 Breaking Down the Agentic Finance Stack

    09:56 Stablecoins vs. Credit Cards for AI Agents

    19:37 Does Blockchain Have Enough Capacity?

    21:38 Ramp's Agent Card & Visa Intelligent Commerce

    23:55 Western Union's Stablecoin Strategy

    27:11 Agentic Finance in Emerging Markets

    29:34 Where Agentic Commerce Is Happening Today

    35:28 Where's the Investable Moat?

    41:37 The Future: Money as a Backend Technology


    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.

    45 min
  • Vivek Raman on Why Ethereum Wins the Institutional Race

    Wall Street is choosing Ethereum, and Vivek Raman explains why the institutional flood is already underway, from tokenized assets and stablecoins to DeFi's coming renaissance and ETH repricing as a reserve asset.

    About Vivek Raman: Co-founder of Etherealize, bridging Wall Street and Ethereum.

    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

    01:07 Why Stablecoins Are the First Killer App for Blockchains

    02:30 Blackrock, Tokenization & the Internet Moment for Finance

    05:52 The Real ETH Value Thesis

    13:37 The Blockchains as Cities Analogy

    16:18 What Institutions Actually Want From Ethereum

    18:20 Top 3 Bank Processes Ethereum Replaces

    20:08 DeFi Valuations & the TAM Explosion

    23:45 Can DeFi Tokens Outpace L1s?

    26:24 MicroStrategy for ETH? Tom Lee & the ETH DATs

    30:18 What Vivek Is Most Excited About in 2025

    32:30 Stablecoin Genius Act & DC Strategy


    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.

    41 min
  • Eric Saraniecki on Why Institutional Blockchains Will Eat Global Finance

    The back-end of global finance has finally moved. Canton Network co-founder Eric Saranac joins The Rollup to explain this change.

    About Eric Saranac: Co-Founder of Digital Asset & Canton Network and has spent over a decade building infrastructure to bring real institutional use cases on-chain via Canton Network.

    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

    00:44 Eric's Background & Origin of Digital Asset

    01:55 How Eric Got Into Bitcoin Early

    02:36 The "Regime Shift" in Crypto: Real or Overhyped?

    06:24 What Canton Was Built to Solve

    11:50 Working With JPMorgan, DTCC & Big Institutions

    13:07 Why Crypto Twitter Hates Canton

    17:48 Why Canton Is Worth $5.5B

    22:18 Canton's Tokenomics: Burn Mechanics & Fee Design

    29:55 $384B/Day Repo Program With Broadridge

    33:21 Weekend Repo & the 24/7 Capital Markets Vision

    36:59 The TAM: How Much of Global GDP Goes Onchain?

    42:34 What's Coming in 2026


    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.

    45 min
  • The Great Digital Asset Regime Shift (...And What Comes Next)

    Our industry is going through a major regime shift.

    The Rollup kicks off its first episode live from the Empire State Building with a deep dive into tokenization, agentic finance, stablecoins, vaults, VC investing, portfolio management, and the consolidation changing this industry forever.

    The Rollup is where the leaders of digital assets and finance converge. Live from the Empire State Building every week.


    Timestamps:

    00:00 Intro

    03:20 Oil On Hyperliquid & 24/7 Markets

    07:18 The Neo Finance Thesis

    12:14 Why Tokenization Unlocks Latent Capital

    17:17 Perps, Stablecoins & How To Position

    22:58 Value Accrual & The DAO Problem

    30:29 The CLARITY Act & Bear Market Bottom

    39:37 Blackrock, Vaults & The DeFi Stack

    45:33 Crypto Culture & The Professionalization Era

    54:33 AI Agents & The New Financial System


    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.

    1 hr 4 min

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