The Rollup

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

The Rollup episodes

January 10 Jordi Alexander on Market Outlook, Token Buybacks, and Neo Finance
Token buybacks are about to change everything in 2026.
In this episode, we sit down with Jordi Alexander of Selini Capital to explore the token buyback playbook that actually works.
Jordi breaks down systematic vs strategic buyback approaches, the 2026 market outlook, real businesses going onchain in the tokenization wave, and which revenue-generating apps are undervalued right now.

We discuss:
-Why Token Buybacks Actually Work (Despite What Critics Say)
-The Death of Altcoins vs. The Rise of Revenue Tokens
-Systematic vs. Strategic Buyback Approaches
-2026 Market Outlook: Q2 Liquidity Surge Coming
-Real Businesses Going Onchain: The Tokenization Wave-
-Which Revenue-Generating Apps Are Undervalued Right Now
-Canton, Layer Zero & The Neo-Finance Meta

Timestamps:
00:00 Intro
00:54 2025 Performance Recap
02:56 Token-Equity Dilemma
07:24 Why Every Chart Goes Down
09:42 The Buyback Debate
12:17 Systematic Buyback Strategy
14:29 Jupiter & Hyperliquid Cases
18:29 Valuation Framework: Revenue vs. Speculation
21:31 2026 Bullish Sectors
23:35 Hibachi Ad, Kalshi Ad, YEET Ad
24:04 Global Brand Tokenization Thesis
27:36 On-Chain IPO Era
29:20 DATs Post-Mortem
34:00 Neo Finance & RWA Plays
38:12 Trezor Ad, Halliday Ad, infiniFi Ad
30:55 2026 Game Theory & Positioning
44:14 Revenue Token Basket
45:15 Canton Thesis
49:03 Chainlink Discussion
50:37 Rapid Fire: Bitcoin $150K?
51:03 Best Quarter Prediction
51:45 Health Maxing Journey

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
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The Rollup Disclosures: https://therollup.co/the-rollup-discl

𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.
56 min
January 08 The Year of Stablecoin Unification with Sam Kazemian
2026 is the year stablecoins go full stack.
In this episode of Stable Up, Sam Kazemian joins us to discuss why end-to-end integration matters more than ever. From Stripe orchestration to DeFi utility, we explore which stablecoins will dominate this year's hockey stick growth phase.

We discuss:
- The Year of Unification: Token Economics Clarity
- End-to-End Stablecoin Integration (Stripe, Bridge, Tempo)
- Why Most Stablecoins Will Fail the "Full Stack" Test
- Tesla FSD vs Waymo: A Stablecoin Analogy
- fraxUSD's Path to Becoming the "Third Default" Money
- Greenland, Venezuela & Macro Tailwinds
- State Stablecoins: Innovation or Nothing Burger?

Timestamps:
00:00 Intro
01:13 Stapled Up Intro
01:27 2026: The Hockey Stick Year
03:10 Neo Finance Convergence
06:04 Q1 Partnerships & Integrations
08:17 Mike Novogratz's Business-Driven Token Thesis
15:08 Kalshi Ad, YEET Ad, infiniFi Ad
19:42 Vertical Integration Strategy
23:09 Rain's Role in Neo Banking
27:48 Stablecoin Interoperability Vision
28:39 Macro & Regulatory Outlook
32:33 Greenland Geopolitical Analysis
35:27 Halliday Ad, Trezor Ad, Hibachi Ad
36:44 Genius Act Implementation Timeline
39:26 Wyoming's Friend Token Analysis
42:44 Full Stack Stablecoin Requirements

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/robbie_rollup
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://therollup.co/the-rollup-discl

𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.
44 min
January 05 Ex-BlackRock Head of Digital Assets: Why Ethereum Will Dominate 2026
SharpLink holds more ETH than the Ethereum Foundation. Here's why that matters.
In this episode, Rob sits down with Joseph Chalom, founder of SharpLink and former head of digital assets at BlackRock, to explore how Ethereum will tokenize all of finance.
Joseph breaks down native staking vs liquid staking strategies, why the 40-day unstaking queue is a business opportunity, and why we're still in the first inning of DAT mania.

We discuss:
- How SharpLink Became Ethereum's Second Largest Holder
- The Standards DeFi Protocols Must Meet for Institutional Capital
- Native Staking vs. Liquid Staking Strategies
- Why the 40-Day Unstaking Queue Is a Business Opportunity
- DAT Mania: We're Still in the First Inning
- Tokenizing the S&P 500 on Ethereum

Timestamps:
00:00 Intro
02:23 SharpLink's ETH Accumulation Strategy
04:44 Responsibility as a Major Stakeholder
07:05 Standards for Deploying Billions in DeFi
11:48 Risk-Adjusted Staking Operations
13:28 Hibachi Ad, Trezor Ad, Halliday Ad
14:11 BlackRock vs. SharpLink Approach
19:00 Tokenizing Traditional Assets
23:46 DAT Space: First Inning Reality
27:30 Kalshi Ad, YEET Ad, infiniFi Ad
28:39 SEC Investigation & Market Dynamics
33:22 MNAV Strategy & Share Buybacks
38:11 Transparency Standards for Treasury Companies

𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.
40 min
December 31, 2025 2026 Crypto & AI Predictions with Haseeb Qureshi
In this episode, we sit down with Haseeb Qureshi from Dragonfly to review his 2025 predictions, grade his calls, and reveal what's actually coming in 2026.
Haseeb breaks down stablecoins exploding 60% through neo-banking cards, DeFi consolidating into 3 major players, Big Tech acquiring crypto wallets, and why prediction markets will steamroll everything.

We discuss:
-Bitcoin Hits 150K, But Altcoin Dominance Declines
-Why EVM Won The Architecture War
-Stablecoins Explode 60% Through Neo-Banking Cards
-DeFi Perps Consolidate Into 3 Major Players
-Big Tech Acquires A Crypto Wallet
-Fortune 100 Companies Launch More Blockchains
-Equity Perps Take Off & Insider Trading Scandals Hit
-Buyer's Remorse On Crypto Regulation
-Why Prediction Markets Will Steamroll Everything

Timestamps:
00:00 Intro
04:22 AI Agent Predictions Review
06:02 EVM vs SVM Market Dominance
07:38 Kalshi Ad, YEET Ad, Trezor Ad
11:55 Ethereum's Bullish Reversal
15:11 Corporate Chain Reality Check
20:40 App Chain Migration Challenges
23:28 The Death of Airdrops & Points
27:29 Asteroid Mining & Gold's Bitcoin Risk
31:35 Dragonfly's Biggest Wins & Losses
31:50 Halliday Ad, infiniFi Ad, Hibachi Ad
36:17 2026: Fintech Chains Will Underwhelm
39:16 Big Tech Wallet Acquisition Coming
44:20 DeFi Perps 40-30-20 Consolidation
48:35 Equity Perps & Insider Trading Scandals
52:13 Stablecoins Grow 60% Via Neo-Banking
59:50 Crypto Regulation Buyer's Remorse
1:03:05 Prediction Markets Dominate
1:04:34 AI Security & Software Engineering Focus

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/robbie_rollup
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://therollup.co/the-rollup-discl

𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.
1 hr 6 min
December 24, 2025 Quantum Resistance Isn't The Threat (...AI Singularity Is)
AI Singularity 2030 comes before quantum breaks crypto. Are you ready?
In this episode, we sit down with Jan Camenisch from Rialo and Jens Groth, Chief Scientist at Nexus, to explore the eternal trade-off between privacy and verifiability.
Jan and Jens break down the real threats facing crypto, why ZKVMs cost 100,000X more than native computation, and how blockchain becomes the only way to secure AI agents.

We discuss:
- Privacy vs verifiability: the eternal trade-off
- Why quantum resistance isn't as urgent as you think
- AI Singularity 2030: the real threat to crypto
- How AI deepfakes will force verifiable content only
- ZKVMs cost 100,000X more than native computation
- Why blockchain is the only way to secure AI agents
- Jan's move to Rialo and SubZero
- Latest work on ZK proving bottlenecks

Timestamps:
00:00 Intro
02:08 Jan's Move to Rialo & SubZero
04:34 Latest Work on ZK Proving Bottlenecks
06:55 Verifiability vs Privacy: Which Matters More?
09:17 Measuring ZK Performance
11:42 Privacy, Verifiability & Real-World Applications
16:25 Passport Data & Zero-Knowledge Proofs
18:33 Quantum Resistance: How Urgent Is It Really?
23:25 AI Singularity Is More Urgent Than Quantum
28:13 The Blockchain Trilemma Revisited
30:35 AI Agents & The Need for Organic, Verifiable AI
37:12 Managing AI Agents Like Employees
39:36 Privacy, Verifiability & The Future of Finance

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/robbie_rollup
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Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://therollup.co/the-rollup-discl

𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.
45 min
December 21, 2025 2025 Year in Review: Why RWAs are Taking Off in 2026 with Chris Yin and Teddy Pornprinya of Plume
Real-world assets exploded from $5B to $20B in 2025, and 2026 could hit $400B.
In this episode of Money Moves Fast, we sit down with Chris Yin and Teddy Pornprinya of Plume Network to review 2025's explosive RWA growth and predict what's coming in 2026.
Chris and Teddy break down the duration vs liquidity trade-off, private credit's $22B onchain opportunity, and why fed rate cuts are setting up the coming RWA explosion.

We discuss:
- Why CLOs Are The New T-Bills
- How Plume Captured 50% of All RWA Users
- The Duration vs. Liquidity Trade-Off
- Private Credit's $22B Onchain Opportunity
- Permissionless Access to Institutional Products
- Fed Rate Cuts & The Coming RWA Explosion
- Best Ways to Capture the 5-10x Upside

Timestamps:
00:00 Intro
00:47 Polygon Ad
01:05 2025 Year in Review
02:51 Understanding CLOs & Triple-A Ratings
05:48 Janus Henderson's $500M Deployment
07:17 Rate Cuts & Yield Hunting
10:28 Plume's Permissionless Strategy
13:11 Network Dominance: Ethereum vs. The Rest
16:04 Duration Risk Explained
18:06 Active Address Leadership
22:46 Who Are Plume's Users?
25:23 RWA Looping Strategies
26:55 Halliday Ad, Trezor Ad, Hibachi Ad
28:02 Covering Duration Risk
30:13 User Base: KYC vs. Permissionless
34:22 Fed Rate Cuts & 2026 Outlook
36:19 infiniFi Ad, YEET Ad, Kalshi Ad
37:21 The Coming Nuclear Growth Phase
39:04 How to Get Exposure to RWA Growth
40:55 Top Infrastructure Plays
42:14 Closing Thoughts

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
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Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://therollup.co/the-rollup-discl

𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.
44 min
December 20, 2025 How AI Agents Are Replacing Hedge Fund Managers with Pei Chen of Theoriq
AI agents are moving from demos to managing real capital and replacing hedge fund managers in the process.
In this episode of AI Supercycle, we sit down with Pei Chen of Theoriq to explore how AI agents are transitioning from proof-of-concepts to autonomous economic agents managing real money.
Pei breaks down the trust problem around letting AI control our money and what happens when white-collar jobs get disrupted first.

We discuss:
- AI going from demos to managing real capital
- Why Gemini dominated 2025's model wars
- How AI agents are replacing hedge fund managers
- Theoriq's Alpha Vault: 25% returns through agent coordination
- The trust problem: when should we let AI control our money?
- White-collar jobs getting disrupted first
- AI building AI: the inception problem
- Future of junior engineering roles with AI

Timestamps:
00:00 Intro
01:30 Theoriq's TGE week recap
04:02 Intelligence layer architecture
09:19 One word to describe 2025 in AI
14:15 AI meeting the real economy
16:02 Bootstrapping DeFi liquidity with agents
19:48 White-collar jobs getting disrupted first
21:01 Hibachi Ad, Trezor Ad, Yeet Ad
23:09 Best AI model prediction for market analysis
27:13 Distribution vs integration in 2025
32:45 Which AI codes best?
34:33 InfiniFi Ad, Halliday Ad, Kalshi Ad
35:36 AI building AI: the inception problem
37:51 Future of junior engineering roles

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
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Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://therollup.co/the-rollup-discl

𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.
41 min
December 19, 2025 Stablecoins in 2025: The Breakout Year In Review (And What Comes Next...)
Stablecoins led one of the most important years in crypto progress.
Supply surged. Yield went onchain. Tokenization exploded. Now, a handful of protocols started to separate themselves from the rest.
In this episode, the StableWatch team breaks down what actually happened in stablecoins this year, why growth accelerated so fast, and which yield-bearing models we think matter heading into next year.
We review the data, apply numbers to narratives, and make clear predictions for 2026 across yield, RWAs, and onchain credit.

We discuss:
• How yieldcoins grew from $7B to $22B+
• Which models are winning: Ethena, Sky, Maple, Ondo, Securitize (And why...)
• Why Sky’s yield compressed while Ethena surged
• How tokenization quietly became one of crypto’s strongest narratives
• RWAs, onchain credit, and where real demand is coming from
• Why DeFi benefits when risk-free rates fall

Timestamps:
00:00 Intro
00:36 The Stablecoin Shift
03:23 How StableWatch Started
07:42 2025 Review: $75.8B → $228B
12:27 Sky vs Ethena: Winners & Losers
16:57 Haliday Ad InfiniFi Ad Yeet Ad
19:27 Why Stablecoins Track Crypto Markets
24:09 RWAs, Credit & Tokenization
28:47 Why Risk-Free Rates Matter
30:47 Kalshi Ad Trezor Ad Hibachi Ad
35:47 2026 Predictions: Who Wins Next
42:38 Rate Cuts & the Next DeFi Boom
49:51 StableWatch’s Vision for 2026

Website: https://therollup.co/
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Podcast: https://therollup.co/category/podcast
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The Rollup Disclosures: https://therollup.co/the-rollup-discl

𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.
53 min
December 17, 2025 What Altcoins Are Actually Worth Holding with Lark Davis
The vast majority of altcoins won't return to all-time highs and they don't deserve to.
In this episode, Lark breaks down his portfolio strategy and reveals which assets are actually worth holding for the next 10 years.
We also covered Wall Street's tokenization wave, the XRP vs Chainlink banking debate, and why retail is getting left out of the biggest wealth transfer in crypto history.

We discuss:
- Why Most Altcoins Are Fundamentally Overvalued
- The Token vs Equity Problem Destroying Value
- Concentration Over Diversification Strategy
- Wall Street's Tokenization Wave (And How Retail Gets Left Out)
- XRP vs Chainlink: Who Really Owns Banking?
- The 10-Year Assets Worth Holding

Timestamps:
00:00 Intro
02:39 The Weird Year for Crypto
06:10 Altcoin Reality Check
08:25 Portfolio Management in Bear Conditions
09:25 YEET Ad, Trezor Ad, Halliday Ad
10:03 Institutional Adoption vs Price Action
18:19 The Four-Year Cycle Debate
23:45 Token vs Equity Dynamic
28:42 Kalshi Ad, Hibachi Ad, infiniFi Ad
29:14 The 10-Year Amazon Bet
34:49 XRP Valuation Discussion
36:51 Chainlink's Fundamental Edge

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/robbie_rollup
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Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://therollup.co/the-rollup-discl

𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.
39 min
December 14, 2025 Why AI Agents Still Fail at Simple Tasks with Teng Yan
AI promises autonomous agents that book flights and handle tasks. We're not there yet but 2026 might change everything.
In this episode of AI Supercycle, we sit down with Teng Yan of Chain of Thought to explore when AI agents will actually work autonomously and who really owns the AI powering them.
Teng breaks down the data center space race, crypto-AI infrastructure traction, and whether we're heading toward an AI privacy crisis in 2026.

We discuss:
- Why Model Improvements Are Accelerating Fast
- The Truth About Prompt Engineering
- Are We Facing an AI Privacy Crisis?
- When Will Agents Actually Work Autonomously?
- The Data Center Space Race: Bubble or Breakthrough?
- Crypto-AI Infrastructure: What's Actually Getting Traction?

Timestamps:
00:00 Intro
00:37 Near Protocol Ad
01:56 Teng's AI Background & Journey
06:15 2025: The Year AI Leveled Up
08:44 Haliday Ad, infiniFi Ad, YEET Ad
09:16 Model Improvements Across the Stack
14:22 Prompt Engineering Myths Debunked
18:45 Giving Models Context
22:10 Testing Across Multiple LLMs
24:30 AI Privacy: Crisis Brewing?
27:37 Kalshi Ad, Hibachi Ad, Trezor Ad
28:11 Near's Private AI Solution
32:40 Agent Landscape Reality Check
38:25 Why Agents Still Fail at Simple Tasks
42:15 2026: Year of the Agent?
45:30 Ethics of For-Profit AI Giants
51:20 The Data Center Bubble Question
55:45 Bit Tensor & Crypto-AI Traction
59:30 What to Watch in Blockchain 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/robbie_rollup
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh
The Rollup Disclosures: https://therollup.co/the-rollup-discl

𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.
42 min