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Jupiter controls 15-20% of all onchain crypto users. Now they're launching their own stablecoin.
In this episode of Stabled Up, we sit down with Kash Dhanda, founder of Jupiter, to discuss how they survived the FTX collapse, why every protocol is launching stablecoins, and what Jupiter's super app strategy means for Solana.
We discuss:
- How Jupiter survived the FTX collapse
- The $2.1B JLP token strategy
- Why every protocol is launching stablecoins now
- JUP USD's Athena partnership details
- Jupiter's new ICO platform dropping in November
- Why stablecoins are the next evolution for DeFi protocols
Timestamps:
00:00 Intro
00:06 Why Calling Market Tops Is a Fool's Game
01:32 Liquidity Environment & Trump's Fed Plans
03:35 Gold vs Bitcoin: The Correlation Nobody Expected
05:08 Gold's Historical Performance (The 30-Year Underperformance)
06:38 Mean Reversion Trade Analysis
08:35 Relay Ad, Enso Ad, Talus Ad
09:20 Government Debt Strategy (How They'll Print Their Way Out)
10:30 Bitcoin-Gold Ratio Discussion
12:39 Coinbase's Echo Acquisition
16:36 Crowdsourced Fundraising Future
17:19 Fed Payments Innovation Conference (What's Actually Happening)
18:04 Maple & Aave Partnership (Institutional DeFi Is Starting)
21:49 Alvara Ad, Hibachi Ad
22:10 Wall Street Meets DeFi Finally Happening
24:50 Bitcoin As Portfolio Collateral (The Institutional Use Case)
27:16 Money Multiplier & Credit Extension
28:06 Stablecoin Fed Access Plans (Trump's Administration Wildcard)
31:25 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.
The Rollup TV is brought to you by:
AltLayer: https://www.altlayer.io/
SQD: https://www.sqd.ai/
Kalshi: https://t.co/UEGdJMRFFZ
NEAR: https://kalshi.onelink.me/1r91/kalshix
Frax: https://frax.com
Polygon: https://polygon.technology
Talus: https://testnet.talus.network/testnet
Relay: https://linktr.ee/relayprotocol
Join The Rollup Family:
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/+8ARkR_YZixE5YjBh
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.
Trump's monetary policy changes everything for Bitcoin, gold, and stablecoins.
In this episode, we sit down with Scott Melker (The Wolf of All Streets) to discuss Trump's money printing playbook, why calling market tops is a fool's game, and how stablecoins might finally get Fed master accounts.
We discuss:
- Why Calling Market Tops Is a Fool's Game
- Gold's 30-Year Underperformance vs. Inflation
- The Bitcoin-to-Gold Ratio Breakdown
- Trump's Money Printing Playbook
- Coinbase's $375M Echo Acquisition Strategy
- How Institutional DeFi Is Just Getting Started
- Why Stablecoins Might Get Fed Master Accounts
Full episode links below.
Timestamps:
00:00 Intro
00:06 Why Calling Market Tops Is a Fool's Game
01:32 Liquidity Environment & Trump's Fed Plans
03:35 Gold vs Bitcoin: The Correlation Nobody Expected
05:08 Gold's Historical Performance (The 30-Year Underperformance)
06:38 Mean Reversion Trade Analysis
08:35 Relay Ad, Enso Ad, Talus Ad
09:20 Government Debt Strategy (How They'll Print Their Way Out)
10:30 Bitcoin-Gold Ratio Discussion
12:39 Coinbase's Echo Acquisition
16:36 Crowdsourced Fundraising Future
17:19 Fed Payments Innovation Conference (What's Actually Happening)
18:04 Maple & Aave Partnership (Institutional DeFi Is Starting)
21:49 Alvara Ad, Hibachi Ad
22:10 Wall Street Meets DeFi Finally Happening
24:50 Bitcoin As Portfolio Collateral (The Institutional Use Case)
27:16 Money Multiplier & Credit Extension
28:06 Stablecoin Fed Access Plans (Trump's Administration Wildcard)
31:25 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.
The Rollup TV is brought to you by:
AltLayer: https://www.altlayer.io/
SQD: https://www.sqd.ai/
Kalshi: https://t.co/UEGdJMRFFZ
NEAR: https://kalshi.onelink.me/1r91/kalshix
Frax: https://frax.com
Polygon: https://polygon.technology
Talus: https://testnet.talus.network/testnet
Relay: https://linktr.ee/relayprotocol
Join The Rollup Family:
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/+8ARkR_YZixE5YjBh
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.
The Rollup TV is brought to you by:
AltLayer: https://www.altlayer.io/
SQD: https://www.sqd.ai/
Kalshi: https://t.co/UEGdJMRFFZ
NEAR: https://kalshi.onelink.me/1r91/kalshix
Frax: https://frax.com
Polygon: https://polygon.technology
Talus: https://testnet.talus.network/testnet
Relay: https://linktr.ee/relayprotocol
Join The Rollup Family:
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/+8ARkR_YZixE5YjBh
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.
Alex Svanevik has been building onchain data tools for 7+ years. As the CEO of Nansen, one of the best data companies in the space, he has a real read on where the next wave of the market is forming.
In this episode, Robbie sits down with Alex to discuss the future of AI agents, Hyperliquid & perps markets, stablecoin wars, and how DeFi is merging with the real economy.
We also discuss:
- How Nansenâs Data Gives Alpha on Emerging Narratives
- What Smart Money Is Doing During This Market Cycle
-The Rise of Agentic Trading and AI-Driven Execution
-Real-World Assets, Stablecoins, and the Next Wave of Liquidity
-Why Some Builders Always Stay Ahead (and Others Donât)
-How Crypto Is Colliding with Traditional Markets
-The Philosophy Behind the Network State and Onchain Societies
Timestamps:
00:00 Intro
00:52 Nansenâs AI Mobile App Reveal
03:58 Agentic Trading & Execution
06:00 Social Elements & Personalized Prompts
09:04 User Education Philosophy
10:44 Operating Hyperliquidâs Largest Validator
13:48 The USDH Vote Process & Controversy
15:09 Why Native Markets Won
16:05 Whatâs Next for Hyperliquid
17:08 Innovation to Clones to Industrialized Oversupply
21:19 Stablecoin Market Analysis
24:49 Real World Assets Coming Onchain
27:46 The Hyper-Financialization Debate
32:04 Network State Philosophy
34:04 Balajiâs Vision & Leadership
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.
AI agents are already paying humans for their data and 3.5 million people are earning from it.
In AI Supercycle episode 5, we sit down with Jordan Gray, co-founder of Public AI, to discuss how the AI economy creates new income streams for humans and why your data is more valuable than you think.
We discuss:
- Why Your Data Is More Valuable Than You Think
- How 3.5M Users Are Already Earning From AI
- The Coming Era of AI Agents Requesting Human Data
- MCP: The Protocol Letting Agents Talk to Each Other
- Why Decentralized Data Markets Will Win
- Where AI Agents Will Source Their Training Data
Timestamps
00:00 Intro
00:52 AI Supercycle or Bubble? (Where We Really Are)
02:49 The Future of Work & Labor Markets in the AI Era
04:59 How Public AI Pays Users for Their Data
08:14 Privacy in the AI Era (Can It Actually Exist?)
11:25 Data Labeling & Pipeline Infrastructure (The Hidden Economy)
16:51 Hibachi Ad, 17:00 Relay Ad, Talus Ad
17:33 Human-in-the-Loop Explained (Why AI Still Needs You)
19:42 Data Governance & Token Ownership (Who Really Owns Your Data?)
23:02 Why Public AI Chose NEAR Protocol (The Technical Decision)
27:13 Alvara Ad, Enso Ad
27:37 AI Economy & Machine Payments (How Agents Will Transact)
31:44 MCP: Model Context Protocol Explained (The AI Communication Standard)
35:15 Agents Prompting Humans, Not Vice Versa (The Role Reversal)
37:06 AI Agent Coins & VTuber Experiments (Where Culture Meets Tech)
38:58 Bullish on Data, Bearish on Commodities (Investment Thesis)
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.
TradFi and DeFi aren't enemies, they're learning from each other in real time.
In this episode, we sit down with James Seyffart, Bloomberg's senior ETF analyst, to discuss how institutional crypto and decentralized finance are converging, competing, and influencing each other's evolution.
We discuss:
- 150+ digital asset ETF filings in the pipeline
- Why Bitcoin's four-year cycle might be ending
- How institutional capital is dampening volatility
- The $1B Huobi Ethereum treasury strategy
- TradFi vs DeFi: What each system does better
- 9 new crypto ETFs coming before 2026
- The debasement trade: Gold vs Bitcoin dynamics
Timestamps
00:00 Intro
01:22 Downtober: What's Really Driving It
02:14 The ETF Landscape & Government Bottlenecks
03:47 150+ Digital Asset Filings Waiting for Approval
04:42 Treasury Companies vs ETF Hype: Different Strategies
06:29 Basket Products & Index ETFs: The Next Evolution
08:29 Bitcoin's Four-Year Cycle Might Be Over (Here's Why)
10:34 Relay Ad, Talus Ad, Hibachi Ad
11:20 How Institutional Money Dampens Volatility (Unexpected Effects)
13:31 Huobi's $1B Ethereum Treasury: What It Signals
14:05 The Debasement Trade: Gold vs Bitcoin Analysis
18:03 Gold-to-Bitcoin Ratio: What History Tells Us
19:37 RWA & Tokenization: Where We Actually Are
22:17 Leverage in the System: Still a Major Factor
25:38 TradFi vs DeFi: What Each Does Better
27:25 Alvara Ad, Enso Ad
27:52 Regulatory Clarity: The Path Forward
30:17 Government Shutdown Impact on Crypto Timeline
32:52 Nine New Asset ETFs Coming Before 2026
34:03 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.
Bitcoin mining is a hamster wheel business and most companies won't survive the next halving.
In this episode, we sit down with Sam Tabar, CEO of Bit Digital, to discuss why the mining industry is fundamentally broken and what it takes to survive.
We discuss:
- Why Bitcoin mining is a hamster wheel business
- How Bit Digital owns 71% of White Fiber's AI infrastructure
- The creative capital structure using unsecured converts
- Gensler's war on Ethereum developers (and why it matters)
- Why ETH would've killed BTC if invented the same day
- The Singapore Crypto Conference: 25,000 attendees and key takeaways
Timestamps
00:00 Intro
00:29 From Lawyer to Crypto Pioneer: Sam's Journey
04:19 Why Bitcoin Mining Is a Bad Business (A CEO's Confession)
07:32 The Dinner with Michael Saylor That Changed Everything
09:12 Bit Digital's Ethereum Treasury Pivot (Why It Matters)
12:07 Alvara Ad, Talus Ad, Hibachi Ad
12:37 White Fiber: How AI Data Centers Actually Work
17:02 How AI & Ethereum Could Intersect (The Future Play)
20:01 Censorship Resistance & Code Is Law (Why ETH Matters)
22:03 Capital Structure Strategy at Merrill Lynch (What Sam Learned)
27:25 Gary Gensler's Attack on Ethereum (The Real Damage)
34:28 Elizabeth Warren & De-Banking Crisis (Political Warfare)
38:07 Relay Ad, Enso Ad
38:53 The Ethereum Bull Case (Why It's Still Early)
42:43 Bitcoin vs Ethereum: The Technology Gap Nobody Talks About
44:50 Unsecured Converts & Capital Structure (How Mining Companies Survive)
48:22 Staking Yields & Running Lean (The Survival Playbook)
49:22 Singapore Conference: 25,000 Attendees & What It Means
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 payments are closer than most people thinkâand Polygon is positioning to win the stablecoin war.
In this episode of Money Moves Fast, we sit down with John Egan, Polygon's new CPO and former Payments Lead at Stripe, to discuss why he left one of the world's biggest payment companies to bet on crypto infrastructure.
We discuss:
- From Stripe to Polygon: Why Now?
- How Polygon Plans to Win The Stablecoin War
- Why 100K TPS Still Isn't Enough
- Subsecond Finality & What It Unlocks
- The Real Cost of Settlement Delays
- Building Through Crypto's Downturns
- AG Layer's Interoperability Vision
00:00 Intro
01:17 John's Background & Path to Polygon
03:07 Stripe's Crypto Journey Post-FTX
04:08 Why Polygon?
05:15 The Vision for Global Payments
08:25 Email Analogy & Stablecoin Adoption
09:11 Relay Ad, Enso Ad, Talus Ad
09:55 Market Entropy & Efficiency
13:06 Building Fast, Scalable Payment Infrastructure
14:12 What Is REO & Why It Matters
16:13 AI Economy & Streaming Payments
18:21 Subsecond Finality Explained
20:32 Tech vs Distribution Advantage
25:24 Product Strategy & Market Fit
27:17 Non-Financial Use Cases
30:58 Hibachi Ad, Alvara Ad
31:22 Community Through Shared Finance
33:39 Stablecoin Strategy & RWA Leadership
35:49 AG Layer Interoperability
38:52 Building Through The Bear Market
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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