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DeFi is no longer just for crypto natives, it's becoming the infrastructure layer for traditional finance.In
In this episode, Stani Kulechov, founder of Aave, lays out his vision for how Aave will reach trillions in total value locked by 2030 and why banks are already choosing Aave as their infrastructure layer.
From the Aave mobile app bringing high-yield savings mainstream to the revolutionary v4 hub-and-spoke model, Stani explains how Aave is positioning itself as the backbone of global finance.
We discuss:
- The Aave mobile app strategy for mainstream adoption
- Aave v4's hub-and-spoke model and what it solves
- Why banks are using Aave as DeFi infrastructure
- Embedded DeFi and the next wave of institutional adoption
- Why Ethereum is still the only choice for RWAs
- What Aave actually needs from Ethereum L1
- The multi-stakeholder vetting process that keeps Aave secure
- Designing v4 with ecosystem partners and real user feedback
- Aave's path to becoming the world's biggest financial network
- Stani's 2030 prediction for DeFi and TradFi convergence
---
Timestamps:
00:00 Intro
01:05 The Aave Mobile App Strategy
03:52 Aave as Infrastructure For Banks
05:52 Institutional Adoption & Aave Horizon
08:46 Trust, Resiliency & Risk Management
09:35 Haliday Ad, InfiniFi Ad, Kalshi Ad
10:54 What Aave Needs From Ethereum
13:40 Do You Miss 2020 DeFi Summer?
15:01 The Multi-Stakeholder Vetting Process
19:02 Why Aave v4 Changes Everything
20:20 Relay Ad, Trezor Ad
21:01 The Liquidity Hub-and-Spoke Model
22:32 Designing v4 With Ecosystem Partners
24:33 Return to Fundamentals
25:21 Lightning Round
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
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.
In this episode of AI Supercycle, Lane shares insights on NEAR's evolution from a grants-heavy ecosystem to a product-focused powerhouse, and why privacy infrastructure could be the key differentiator for Web3 adoption.
We discussed:
- How NEAR's Intents Integration is generating over $10M in fees
- The controversial fee switch debate and what it means for protocols
- NEAR's unique approach to House of Stake governance
- Why the shift from grants to product-first strategy matters
- Decentralized AI: verifiable model training and content creator royalties
- Privacy as a core value in the cypherpunk movement heading into 2025
Timestamps:
00:00 Intro
00:30 NEAR's defining moment for privacy
02:07 How Intents are generating $10M+ in fees
04:19 The fee switch question every protocol is asking
05:07 Sponsors: Hibachi, Relay, Holiday
06:13 What makes NEAR's governance actually work
08:39 From grants to products: the strategic shift
10:36 AI model training that content creators can verify and earn from
11:20 Sponsor: Polymarket
11:29 Why privacy means something different now
13:27 Final thoughts on NEAR's 2025 roadmap
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd...
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://www.x.com/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
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.
Stablecoins are evolving from trading assets to the infrastructure layer of digital finance.
In today's episode, Luca Prosperi from M0 explains how enterprise stablecoins will power applications, why interoperability matters more than liquidity, and how governments worldwide will adapt as capital flows into dollar-denominated rails.
We discuss:
- Enterprise Stablecoins vs Payment Stablecoins- Why Interoperability Matters More Than Liquidity- M0's Partnerships with MetaMask & MoonPay- How Capital Flight Will Force Governments to Adapt- Why Europe is Already Losing the Stablecoin Race- The FX Problem: Harder Than It Looks- Luca's Prediction on Global Stablecoin Adoption
Timestamps:00:00 Intro00:53 Enterprise Stablecoins Explained03:30 M0's Infrastructure Philosophy06:15 MoonPay & Stripe Partnerships09;24 Trezor Ad, Hibachi Ad, Kalshi Ad, Halliday ad10:04 FX and Multi-Currency Stablecoins10:55 Stablecoin Maturation14:07 Capital Flight & Government Response18:31 Relay Ad, YEET ad, InfiniFi Ad19:20 Why Capitalism Always Prevails22:45 Europe's Stablecoin Problem24:38 Return to Fundamentals---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
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.
Revolut is doing $690M+ in crypto volume and there's a playbook behind that success.
In this episode of Money Moves Fast, we sit down with Jamal Raees, Head of Payments at Polygon Labs, to discuss why blockchain companies without enterprise sales are cooked, how Mastercard's crypto credential vision works, and why cross-border payments need stablecoins.
We discuss:
- The Revolut integration: $690M+ volume
- Why blockchain companies without enterprise sales are cooked
- Mastercard's crypto credential vision
- The Blockchain Payments Consortium
- Building the "Clooney Effect" in BD
- Why cross-border payments need stablecoins
- Creating standards like EMV did for credit cards
Timestamps:
00:00 Intro & Payment Standards Evolution
00:52 Welcome to The Rollup
01:10 Polygon x Revolut Partnership Deep Dive
04:19 Revolut's $690M+ Integration Strategy
08:24 Stablecoin Cross-Border Use Cases
10:52 Kalshi Ad, Infinifi Ad, Halliday Ad
11:28 Network Effects & Partnership Flywheel
14:10 Trezor Ad, Relay Ad
14:40 Mastercard Crypto Credentials Explained
17:40 Visa vs Mastercard Landscape
19:48 The Institutional Adoption Window
21:35 Blockchain Payments Consortium Vision
22:58 Creating Payment Standards That Scale
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
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.
In today's video, we take you through everything you'd want to know about Infinex token launch, airdrop mechanics, Sonar sale, and more explained by founder Kain Warwick.
Andy, Robbie and Kain also cover:
- Why 95% of Airdrop Recipients Instantly Dump
- The "Crate Run" Voucher System Explained
- How Patron NFTs Evolved Into INX Token
- Building a Crypto Super App That Actually Works
- Sonar Sale Plans & TGE Timeline
- The CT Mafia's "Blood Money" Problem
Timestamps:
00:00 Intro
00:45 Infinex Platform Evolution
06:08 Haliday Ad, InfiniFi Ad, Kalshi Ad
06:50 The Super App Thesis
11:15 Why Patron NFTs Failed to Scale
19:10 Crates vs Airdrops: The Psychology
19:28 Relay Ad, Yeet Ad
23:37 Trezor Ad, Hibachi Ad
23:55 Maximizing Your Crate Strategy
29:50 Q4 Timeline & TGE Plans
30:30 Building Infinex as an Anon Team
31:54 The Boys Are Back in Town
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
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.
Privacy is the bedrock for the agent economy and NEAR Protocol is building the infrastructure to prove it.
In this episode of AI Supercycle, we sit down with Alex Shevchenko and Harshit Tiwari from NEAR Protocol and Aurora to discuss NEAR's 67+ chain intents with zero slippage, why privacy is a prerequisite for agent commerce, and how user-owned AI competes with the centralized AI cabal.
We discuss:
- NEAR Intents: 67+ Chains, Zero Slippage
- Shielded Zcash Transactions & Privacy Rights
- User-Owned AI vs. The Centralized AI Cabal
- How Solvers Create Efficient Cross-Chain Markets
- NEAR's Revanchist Theory & Token Economics
- Why Privacy Is a Prerequisite for Agent Commerce
00:00 Intro
01:02 NEAR Intents Overview: 67+ Chains, Zero Slippage
03:50 Zcash Integration Strategy
07:37 Chain Signatures & Omni Bridge Technology
10:52 Relay Ad, Alvara Ad, Talus Ad
11:40 Solver Network & Fee Structure
16:30 Privacy Levels Explained
20:09 User-Owned AI Philosophy
22:45 Hibachi Ad, Enso Ad
23:04 Private Money in the Agent Economy
26:20 NEAR Token Value Accrual
28:42 Revanchist Theory: Why NEAR Is Different
30:29 Product-First Ecosystem Approach
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
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.
Crypto Twitter thinks we're in a bear market. Wall Street thinks we're in a bull run. Who's right?
In this episode, we sit down with Michael Anderson and Vance Spencer, founders of Framework Ventures, to discuss why every LP is asking about stablecoin exposure, why the four-year cycle narrative is fundamentally broken, and whether the Hyperliquid unlock is actually bullish.
We discuss:
- Why Every LP Is Asking About Stablecoin Exposure
- The Four-Year Cycle Narrative Is Fundamentally Broken
- Uniswap's Revenue Share: Four Years Too Late
- RWA Looping vs Recursive Lending Explained
- The Dangerous Rise of Opaque Off-Chain Fund Managers
- Why Staking ETFs Just Killed The DAT Thesis
- Build A Business Model Or Die
- Is The Hyperliquid Unlock Actually Bullish?
00:00 Intro
02:22 Every LP Wants Stablecoin Exposure Now
04:49 The Wallstreetification of Crypto
07:15 Build A Business Model Or Pivot
09:26 Crypto's Oversell Thesis Explained
11:12 Relay Ad, Hibachi Ad
14:05 RWA Looping: The New Leverage Game
18:52 The Curated Lending Market Path Forward
23:44 Rehypothecation Risk Analysis
25:40 Alvara Ad, Talus Ad
28:20 Uniswap's Revenue Meta Mistake: 4 Years Too Late
33:40 The Double Dipping Era
38:07 Staking ETFs Kill The DAT Thesis
42:49 Hyperliquid's Bullish Unlock Theory
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
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.
Payment rails vs yield-bearing vaultsâthe stablecoin landscape is undergoing a fundamental shift.
In this episode of Stabled Up, we sit down with Sam Kazemian, founder of Frax Finance, to discuss why genius regulation changes everything, how Frax's clearinghouse strategy works for compliant stablecoins, and why Western Union and JPMorgan are making stablecoin moves.
We discuss:
- The Two Types of Stablecoins Framework
- Why Genius Regulation Changes Everything
- Frax's Clearinghouse Strategy for Compliant Stables
- DeFi Blowups & Lessons Learned
- Western Union & JPMorgan's Stablecoin Moves
- White Label Issuance Infrastructure
- Tokenized RWAs as Stablecoin Collateral
00:00 Intro
01:04 Sam's FOMO & Conference Circuit
02:00 Fraxnet Launch & DeFi Blowups
04:14 Recursive Lending vs Rehypothecation
07:23 Separating Risk Analysis from Allocation
09:24 Genius Act's Broader Impact
13:30 The Stablecoin Spectrum Explained
14:21 Payment vs Savings Stablecoins
17:52 Checking & Savings as Economic Forms
19:21 Stablecoins Meet RWAs
20:44 10x Yield Efficiency Gains
25:01 Tokenized Collateral Architecture
25:45 TrueUSD Dubai News Break
26:31 Frax's Genius Compliance Bet
28:10 White Label Issuance Vision
29:43 Target Sectors for Stablecoin Launches
31:06 Institutional Inflection Point
33:13 The Seats at the Table Metaphor
34:01 Frax's Ethlend to Aave Moment
37:06 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
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
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.
70 years of inflation turned stablecoins into a lifeline for millions of Argentinians.
In this episode of Money Moves Fast, we sit down with Diego Fernandez from Sovra to discuss how 20-25% of Argentinians now hold crypto, why stablecoins beat traditional bank accounts in Buenos Aires, and what Argentina's experience teaches us about the future of money in high-inflation economies.
We discuss:
- How 20-25% of Argentinians Now Hold Crypto
- Why Stablecoins Beat Bank Accounts in Buenos Aires
- Mexico's Large-Scale Decentralized ID System
- The Fight Against Centralized Digital Identity
- Why Private Blockchains Are "The Intranet of the 90s"
- Building Financial Rails on Ethereum's Security
00:00 Intro
00:37 Argentina's Economic Survival
02:46 Buenos Aires Safety Guide
05:14 70 Years of Inflation
10:11 Alvah Ad, Talus Ad, Relay Ad
11:15 Florida Avenue's "Arbolitos"
11:57 Crypto Payment Landscape
15:42 Point-of-Sale Stablecoin Adoption
18:05 Abstracting Crypto for Consumers
20:11 Mexico's Decentralized ID Launch
24:26 Console Ad, Hibachi Ad
25:15 Verifiable Privacy vs Government Control
28:44 Final Thoughts on ETHConnect Buenos Aires
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
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.
Institutions chose Chainlink and there's a $70B reason why.
In this episode, we sit down with Sergey Nazarov, co-founder of Chainlink, to discuss why Chainlink stayed online when AWS went down, how the digital transfer agent unlocks tokenized assets, and why DeFi and TradFi will merge into one system powered by smart contracts.
We discuss:
- Why Chainlink stayed online when AWS went down
- The digital transfer agent unlocking tokenized assets
- UBS & Central Bank of Brazil live transactions
- Institutional smart contracts explained
- How DeFi and TradFi will merge into one system
- The 363 days vs the 2 days that matter
- Why Chainlink is ISO & SOC compliant
00:00 Intro
00:37 Near Ad
01:28 Why Chainlink Stayed Online When AWS Went Down
02:04 The Digital Transfer Agent Unlocking Tokenized Assets
04:38 UBS & Central Bank of Brazil: Live Institutional Transactions
06:37 Institutional Smart Contracts Explained
10:13 Relay Ad, Talus Ad, Hibachi Ad
10:55 Telus & Hibachi Ads
11:58 How DeFi and TradFi Merge Into One System
16:02 The 363 Days vs The 2 Days That Matter
18:56 Why Chainlink Is ISO & SOC Compliant
21:22 Enso Ad, Alvara Ad
22:56 Build & Alvar Ads
24:20 Institutional Security & Compliance Standards
27:45 The Digital Asset Revolution Already Started
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
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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