The Rollup: Charts, Listeners & Episodes (2026)

Date	Episode	Topics	Guests	Brands	Places	Keywords	Sponsor	Length
10/19/26	Alex Cutler: Spot Exchanges Are The Biggest Opportunity In Crypto (Trillions Incoming)	Alex Cutler says spot exchanges are the single biggest opportunity onchain, and Aero is built to take the lion's share.Alex breaks down the launch of the all new Aero across Base, Optimism, Arbitrum, Robinhood Chain and Ethereum mainnet, and why he sees it as the onchain NYSE to Hyperliquid's onchain CME. He also explains how better rewards for liquidity providers won Optimism and Base, why market makers have been asking Aero to expand, and how tokenized stocks and FX grow the whole spot market.Alexander Cutler is the Co-Founder of Aerodrome.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro03:03 The Onchain NYSE06:03 Number One Spot Revenue09:18 Liquidity Wins Everything13:10 Market Makers Asked Us17:08 Winner Take Most MarketsGuest SocialsAlex Cutler X: https://x.com/wagmiAlexanderAero X: https://x.com/aeroxyzPartners: Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	20m 16s
10/19/26	Sam Kazemian: The Neobank App Store Era Is Here	Sam Kazemian maps out why the next wave of stablecoin products will look nothing like today's consumer cards.From Token 2049 DAS Asia, Sam walks through FraxNet as a neobank app store, why businesses want direct custody and credit on regulated stablecoins, and how a Frax DeFi card can reuse KYC across Aave, EtherFi, and more without starting from zero. He also argues FraxUSD's issuer relationships put Frax in position to power agent-style wallets that hold permissions once and move across venues.Sam Kazemian is the Founder and CEO of Frax, the team behind FraxUSD and the FraxNet neobank platform.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:42 OpenUSD Frax Is A Consortium Member03:11 FraxNet Becomes A Neobank App Store05:00 Businesses Want To Go Beyond Visa Rails07:07 FraxNet Deposits Directly Into Aave09:11 One KYC For Every Chain And Venue13:56 FraxNet Is The Apple Wallet For Finance15:57 Midas Adds FraxUSD As Subscription Asset17:32 Sam's Q4 Market OutlookGuest SocialsSam Kazemian X: https://x.com/samkazemianFrax X: https://x.com/fraxfinance Partners: Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	18m 08s
10/16/26	Avalon Ingram: Banks Are Done Experimenting With Tokenization	Avalon Ingram says institutional adoption of tokenization is no longer a question, and Swift's live ledger is the proof.Swift's blockchain-based shared ledger went live nine months after its announcement, with 17 banks transacting real tokenized commercial bank money. Avalon explains why Swift sees this as a necessary upgrade to the plumbing of global finance, how decoupling payment execution from settlement unlocks liquidity for banks and corporate treasurers, and why stablecoins and tokenized deposits will coexist in a hybrid world. She also covers why Asia has been ahead, what onchain settlement venues are needed for 24/7 markets, and how the network grows from 17 banks to thousands.Avalon Ingram is the Digital Assets Business Lead at Swift.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps: 00:00 Intro 00:36 Swift Ledger Live With 17 Banks 02:27 Swift Message Cannot Move A Digital Asset 04:15 Idle Capital Finally Gets Unlocked 06:17 Asia Already Ahead On Payments 10:05 Stablecoins Vs Tokenized Deposits Explained 12:34 Stablecoins And Deposits Not Competing 14:36 Swift Is An Interbank Liability Registry 17:35 24/7 Settlement Still The Missing Piece 20:27 From 17 Banks To 17,000 23:15 Perfect Storm Of Adoption Coming SoonGuest Socials:Avalon: Swift X:https://x.com/swiftcommunitySwift Website: https://www.swift.com/Partners: Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures...đ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	24m 08s
10/15/26	Dan Romero: How Stablecoin Growth Is Setting The Stage For An Explosive Bull Market (Bull Case)	Dan Romero joins The Rollup for an insider look at how stablecoins are about to power the next era of global payments.Dan explains why the Genius Act opened the door for banks, enterprises, and payment giants to lean into stablecoins, and how Tempo's purpose-built chain, private zones, and agentic payments are built for that moment. He also shares his view on decentralization, new social experiences, and why builders can now ship almost anything they can imagine.Dan Romero is Head of Go-To-Market at Tempo, the layer one built for stablecoin payments, and co-founder of Farcaster.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro 02:29 Genius Act Created The Barbell 05:13 Anyone With A Smartphone Gets US Treasury Rate 07:32 Stablecoins Get Rerated For Global TAM 09:11 Post-Genius The Landscape Shifted Dramatically 11:20 Banks Were Off-Sides On Genius 14:42 Capital Flight Risk Is Overblown 15:33 Tempo Zones Privacy Layer Announced 17:09 Enterprises Shocked Blockchains Are Public 19:48 Corporate Intranet Analogy For Tempo Zones 21:13 Tempo Six Month Mainnet Update 27:05 Three Categories Of Stablecoin Adopters 29:35 Open USD Misconceptions Addressed 31:33 Four Characteristics Of Blockchains Explained 35:22 Decentralization Is A Function Of Competition 37:06 Is Decentralized Social Media Dead 42:11 Streaming Payroll Every Second Is Possible 44:07 Meta Neobank Moves Money To Highest YieldGuest SocialsDan Romero X: https://x.com/dwrTempo X: https://x.com/tempoTempo Website: https://tempo.xyz/Partners: Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	47m 23s
10/14/26	Krista Lynch: Wall Street Is Going All In On Digital Assets (Insider Take)	Krista Lynch says financial advisors have gone from dodging Grayscale's calls to flooding its inbox, and the firm just filed to tokenize two new products. The Grayscale executive explains why in-kind creations are catching on with crypto natives, what the tax and estate benefits are, how she thinks about the $100 million size advisors look for, and why Zcash is resonating as AI-resistant money.Krista Lynch is Head of Trading and Capital Markets at Grayscale Investments, with years of experience in the ETF primary market, including fixed income ETFs, before moving into crypto.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro02:01 Zcash ETF In-Kind Transactions Explained04:08 Tax Planning And Succession Via ETF06:13 Re-Tokenizing Back Onchain From An ETF08:14 Covered Call Yield Funds Filed By Grayscale10:33 Advisors Now Inundate Grayscale With Questions12:30 How Much Of The FA Landscape Is Left14:20 Zcash Is AI Resistant Money15:01 Grayscale Hires Head Of Onchain Asset Management16:22 Tinkering Is The Only Way To Find What Works17:04 Institutional Bull Market Turns Into A Broad OneGuest Socials:Krista Lynch X: https://x.com/Krista_Lynch_Grayscale X: https://x.com/GrayscaleGrayscale Website: https://www.grayscale.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	17m 21s
10/12/26	Arthur Hayes: The Biggest Bull Run Of Your Life Is Just Starting (Full Thesis)	Arthur Hayes says US commercial bank balance sheets are up roughly $200 billion and every Fed hike pushes billions more into financial assets like crypto.Arthur explains why France is the catalyst that forces the next big wave of liquidity. He also dives into the Citrinie why AI agents are the story that re-rates the DeFi protocols still standing since 2020, and why his fund trades everything else to buy more Bitcoin.Arthur Hayes is the CIO of Maelstrom and co-founder of BitMEX, joining us live at TOKEN2049 Singapore. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro 02:21 Hunting For Busted Charts 06:28 The Citrini Report09:12 Why Alts Disappointed 14:22 The Barbell Portfolio 16:39 Quantum And Address Hygiene 19:06 Zcash As Privacy Hedge 22:45 Sovereign Debt Hunger Games 27:00 Rate Hikes Pump Bitcoin 30:54 Banks Are Printing Now 35:47 Stablecoins Export The Dollar 41:06 France Is The Catalyst 43:52 The Quarterly Refunding Announcement 46:49 Watches, Ferraris And Skiing 53:00 How Much Is Enough 56:01 Is The Ethos Gone 60:39 The FLOP ThesisGuest Socials:Arthur Hayes:X - https://x.com/cryptohayesWeb - https://www.cryptohayes.comSubstack - https://cryptohayes.substack.com/LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/Instagram - https://www.instagram.com/cryptohayes/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	1h 02m 23s
10/12/26	Illia Polosukhin: NEAR Is Ready For The Quantum Era (Full Thesis)	Illia Polosukhin joins us for a session at TOKEN2049 Singapore and explains why NEAR is one of the biggest opportunities in digital assets today.He says it was designed with quantum computing in mind back in 2018, and anyone can now upgrade their account to post-quantum keys without moving a single asset. The NEAR co-founder explains how NEAR Intents is becoming a market of markets that aggregates crypto venues and now stocks, why he thinks the zero-sum layer one mindset is broken, and how a NEAR account can hold assets across Ethereum, Bitcoin and other chains. He also explains his vision for the endgame of NEAR and what the future look is for agentic finance onchain, on NEAR.Illia Polosukhin is the Co-Founder and CEO of NEAR Protocol and NEAR AI, and a co-author of the “Attention Is All You Need” paper that introduced the transformer architecture.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro01:09 NEAR Is Ethereum, Zcash Is Bitcoin?02:43 Build A Base On Mars Through NEAR04:18 NEAR Now Aggregates Nasdaq & Equities07:12 Borrow Against Perps Positions On NEAR(dot)com08:29 NEAR Designed For Quantum In 201810:03 One Button To Go Post-Quantum Now	12m 04s
10/10/26	Keone Hon: Wall Street And Degens Are Both Coming To Monad (Here Is Why)	Everyone wants good execution and access to the best opportunities and Keone Hon says that's why there's no real contradiction between Monad's consumer culture and its institutional liquidity push. He explains why the network effects are only now starting to compound from both directions, why building from scratch over a longer development cycle left them with foundations the core team knows cold, and what that unlocks next: solving MEV and squaring the apparent contradiction between privacy and composability. Ten months into mainnet, his biggest lesson is that speed is everything.Keone Hon is the Co-Founder of Monad.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:30 Monad Needs Both Sides Of The Barbell03:45 Keone Refused To Cut Corners From Day One05:23 Privacy And Composability Cannot Coexist Yet06:07 Speed Is Everything Lesson From MainnetGuest Socials:Keone Hon X: https://x.com/keoneHDMonad X: https://x.com/monadMonad Website: https://app.monad.xyz/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	7m 32s
10/9/26	Seth Ginns & Anthony Pecore: Why Liquid Assets Win The Tokenization Super Cycle (Full Breakdown)	Seth Ginns says the market has the tokenization trade backwards: pre-IPO equities are the exciting story, but assets that already trade with deep liquidity, like equities and treasuries, benefit most from 24/7 markets. He and Anthony Pecore of the Franklin Crypto team also talk through the "odd looks" they got launching Benji, why tokenized money market funds are now table stakes, how equities could be split into separate profit pools, and why they think assets will one day live in wallets instead of accounts.Anthony Pecore is SVP and Director of Digital Asset Management at Franklin Templeton, where he has helped lead its on-chain fund efforts, including the tokenized money market fund Benji, live since 2021. Seth Ginns is CIO at Franklin Crypto and was an equities investor for 18 years before launching a liquid crypto fund in 2020.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro02:06 Institutions Want Real Businesses Not Meme Coins04:13 Benji Tokenized Money Market Fund Since 202106:13 Tokenization Path To Nowhere Is Dead08:14 Tokenization Starts With Assets Not Apps10:33 Value Creation Vs Value Capture Debate13:21 Bet On H100s Short Blackwells Via Tokens15:27 Autonomous Management Of Capital Explained17:28 Franklin's 7 Year Asset Management Vision18:52 AI And Digital Assets Are Complementary Technologies19:13 The Financial Singularity Has ArrivedGuest Socials:Seth Ginns X: https://x.com/sethginnsFranklin Templeton X: https://x.com/FTDA_USFranklin Templeton Website: https://www.franklintempleton.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	19m 36s
10/8/26	TJ Miller & Jordan Jefferson: Dogecoin Is The Currency Of Mars (Never Bet Against Elon)	Never bet against Elon. Jordan Jefferson says if you can't see us getting to Mars, you're not going to make it, and Dogecoin ends up the currency when we do. He breaks down the DogeOS public testnet going live, shuts down the conspiracy that Elon is pumping Doge, and argues the only memecoin still in the hands of the people might just melt faces and take the whole industry. TJ Miller plays jester throughout, explaining why he roasts a different crypto figure at every conference and what it says about an ecosystem this allergic to laughing at itself.Jordan Jefferson is the CEO of MyDoge Wallet. TJ Miller is a beloved comedian and actor.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro02:35 The Interplanetary Economy Thesis04:52 How Close Is Elon Really07:31 The Funniest Outcome Wins08:56 Why Crypto Is So Self-Serious10:05 Why He Roasts Crypto Celebrities12:55 You Have To Understand It To Joke About ItGuest Socials:TJ Miller X: https://x.com/nottjmillerJordan Jefferson X: https://x.com/MyDogeCEODogeOS X: https://x.com/DogeOSDogeOS Website: https://www.dogeos.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	14m 39s
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10/7/26	Dinari: Confirming Asset-Settled Perps On U.S. Equities (The Full Story)	Gabriel Otte says the SEC's tokenization innovation exemption is so close to Dinari's own model that he couldn't have written it better himself. The Dinari co-founder explains why he was surprised the SEC cut out synthetics entirely, how the exemption opens the door to ticker-to-ticker swaps and asset-settled perps on US equities, and why he believes transfer agent modernization helps rather than threatens his business.Gabriel Otte is Co-Founder and CEO of Dinari, a FINRA-registered broker-dealer and transfer agent that has tokenized the S&P 500 and hundreds of other US assets.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro01:04 SEC Exemption Written For Dinari02:36 60 Days To Shape The Future Of Stocks04:08 Apple To Nvidia Direct Swap Is Now Possible05:30 SEC Is Not Bringing Back Bearer Bonds07:45 Tokenized Deposits Can Earn Yield09:45 Transfer Agent Modernization Breakdown12:08 Higher Monetary Velocity For Tokenized Assets13:49 SEC Backs Tokenize Without Taking Rights AwayGuest Socials:Gabriel Otte X: https://x.com/GabeOtteDinari X: https://x.com/DinariGlobalDinari Website: https://dinari.com/ Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	14m 26s
10/6/26	Matt Hougan & Sal Ternullo: NEAR Is One Of The Best Positioned Assets In Crypto	With 130% dispersion between the best and worst of the top 20 assets over 30 days, Matt Hougan calls that the healthiest signal digital assets has produced in a decade, because it means fundamentals finally drive price. He says the bottom was June, the bull market has started, and the next leg comes from wire house advisors allocating in Q4. Sal Ternullo walks through why Near was mispriced against its intents revenue, the inflation reduction proposal taking emissions from 2.5% to 1.6%, and why the real repricing comes when the AI fee switch flips. They also get into Bitwise's new NRR ETF, 24/7 markets, and why virtual cards won't slow stablecoins down.Matt Hougan is the Chief Investment Officer at Bitwise. Sal Ternullo is the CEO of SVRN.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:08 NEAR Intents Revenue Finally Repriced04:16 Bitwise Was Eyeing NEAR For A While06:13 Bitwise Brings NEAR To Every Brokerage08:14 Staking Yield Accrues To Shareholders Automatically10:33 Not All Digital Assets Are Created Equal14:55 NEAR Is The AI Call Option Thesis18:14 Sovereign And Bitwise Are Not Competing22:09 Institutional Demand Is Just Beginning26:14 24/7 Markets Need Agentic Infrastructure30:33 Banks Cannot Staff Saturday Night Risk32:53 Agents Will Monitor When Humans SleepGuest Socials:Matt Hougan X: https://x.com/Matt_HouganBitwise X: https://x.com/BitwiseBitwise Website: https://bitwiseinvestments.com/Sal Ternullo X: https://x.com/sal_ternulloSVRN X: https://x.com/svrn_aiSVRN Website: https://svrn.net/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	35m 08s
10/5/26	Tom Zschach: The Swift Ledger Is Live And Banks Are Already Using It (Faster Than Anyone Expected)	Three years ago nobody at Swift was thinking about carrying a token across the network and now the ledger is live and banks are settling cross-border payments with their own deposit tokens. Tom Zschach, who was CIO through that shift, cuts through what he says is widespread confusion: the Swift ledger doesn't do settlement, doesn't hold custody, and doesn't issue tokens. It orchestrates the transaction, and the member banks decide where settlement lands. He also confirms the rumors: big announcements are coming at Money 2020.Tom Zschach is the former Chief Innovation Officer at Swift.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:39 Unpacking The Swift Ledger04:38 Banks Get Another Option06:11 It's Just Finance Now07:57 Separating Fact From Fiction10:25 What The Ledger Actually Does11:53 Why Partnerships Decide This13:32 The Rumors Are TrueGuest Socials:Tom Zschach X: https://x.com/TomZschachChainlink X: https://x.com/chainlinkChainlink Website: https://chain.link/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	13m 55s
10/2/26	Sergey Nazarov: Why Hundreds Of Trillions Of Dollars Are Coming Onchain Right Now (Tokenization Supercycle)	Sergey Nazarov says that critical mass is very close now, and when it tips, the amount of tokenized equity in existence skyrockets. He explains Chainlink's role as the interface banks use to access the Swift ledger, breaks down the DTCC collateral app chain and how settlement ties out across Ethereum and the app chain, and makes the case that nobody actually wants tokenization. Rather, they want what becomes possible once something is tokenized.Sergey Nazarov is the Co-Founder of Chainlink.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:25 Chainlink's Best Sibos Booth Ever04:19 Chainlink Is The Interface For Swift Ledger06:14 More Chains Means More Chainlink Value08:14 DTCC Deeply Integrates Chainlink Data Feeds10:26 Chainlink Solves The Digital Twin Problem14:55 Tokenization Is Not About Tokens Themselves18:14 Laws Will Change Then All Settlement Goes Onchain20:08 Fragmentation Is Actually Chainlink's Tailwind22:09 Chainlink Solves Each Problem As It Appears24:04 Smart Contracts Defined By SergeyGuest Socials:Sergey Nazarov X: https://x.com/SergeyNazarovChainlink X: https://x.com/chainlinkChainlink Website: https://chain.link/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	25m 16s
10/1/26	Rob Krugman: This Is The Biggest Unlock In Finance Yet (2027)	Broadridge is already settling $380 billion a day in repo onchain, and Rob Krugman expects that to clear a trillion by year end. He explains what actually changes when overnight loans become intraday, why 2027 is the year the brokerage and banking industries finally turn on wallets and custody, and why that unlock matters more than anything else. It takes tokenized assets from 750 million crypto users to billions of ordinary bank customers. He also makes the case that US-backed stablecoins may be the biggest trade event in American history, and explains how tokenization drops private market minimums from a million dollars to a few thousand.Rob Krugman is the Chief Digital Officer at Broadridge.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:22 $1 Trillion In Repo Market By Year End02:13 Programmability Embeds Compliance Into The Asset04:30 Institutional Allocators Are Finally Getting It06:48 Composability Across Separate Ledgers Explained08:54 Tokenized Collateral Works For You 24/710:33 Innovate Or Be Disrupted No Middle Ground12:44 Wallets And Custody Are The First Unlock14:43 Online Trading 90s Parallel To Tokenization Now16:43 Consumer Is The Biggest Winner Of All18:00 Nigerian Student Builds The Case For StablecoinsGuest Socials:Rob Krugman X: https://x.com/robkrugmanBroadridge X: https://x.com/BroadridgeBroadridge Website: https://www.broadridge.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	18m 51s
9/30/26	Vlad Tenev: Trillions Of Assets Are Coming On Robinhood Chain (Tokenize The World)	Robinhood CEO Vlad Tenev joins Andy live from the HOOD Summit in Houston, Texas for a quick conversation about tokenization and Robinhood Chain.He told us to look at the Robinhood app and imagine onchain versions of everything in it. Robinhood Chain is just two months old and already number one in developer activity, with huge onchain perps and spot DEX volume. He confirms private stock tokens are coming at scale, with Robinhood Ventures giving them unique access to private companies asking how to participate. He also explains his vision for tokenization: democratizing access at scale to wealth creation, perhaps allowing someone in Ecuador or Eastern Europe to have the same access to high-quality assets that Americans already have.Vladimir Tenev is the CEO of Robinhood.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:21 Private Markets Opening Soon To Everyone02:27 $1B In Perps Volume Per Day On Robinhood Chain04:30 Number One Chain For Developers In Two Months05:08 Vlad Defends The Industry On CNBC LiveGuest Socials:Vlad Tenev X: https://x.com/vladtenevRobinhood X: https://x.com/RobinhoodAppRobinhood Website: https://robinhood.com/us/en/Robinhood Chain X: https://x.com/RobinhoodCryptoRobinhood Chain Website: https://robinhood.com/us/en/crypto/chain/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	5m 23s
9/29/26	Joseph Chalom: Ethereum Is The Toll Road To Everything (Larry Fink's Words)	Joseph Chalom says Larry Fink's line that Ethereum is the toll road to tokenization is exactly the right way to think about the asset, and he lays out why the market's bearish turn on ETH has it backwards. The SharpLink CEO and former BlackRock digital assets executive breaks down Ethereum's case as a trust commodity, walks through BlackRock's new research on agentic finance and stablecoins, and explains why he thinks agent-driven commerce could eventually dwarf crypto's entire market today.Joseph Chalom is CEO of SharpLink, an Ethereum treasury company, and previously served as Head of Digital Assets at BlackRock.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro02:11 ETH Stuck In The Middle Of Two Theses04:12 Ethereum Is The Trust Commodity For Finance06:13 ETH Has 50% Of All Stablecoin Activity08:14 Agents Will Run Where The Liquidity Is10:33 Selling ETH At $1,53012:44 Ethereum Is The Internet With Ownership16:00 Robinhood Chain Revenue Up 10x ETH Flat18:14 Larry Fink on ETH As The Toll Road20:43 Internet Had No Token Ethereum Does22:57 Regulation Helps Markets Thriv26:32 Dot Com Bubble Parallel30:16 Only The Internet Compares To EthereumGuest Socials:Joseph Chalom X: https://x.com/joechalomSharplink X: https://x.com/SharplinkSharplink Website: https://www.sharplink.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	31m 12s
9/28/26	Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis)	Eric Conner says something is happening in crypto he's never seen in 14 years of watching these markets: coins like Zcash and the perp exchanges are decoupling from Bitcoin entirely. The EIP-1559 co-author and OG Ethereum developer explains why he refuses to pick sides between Hyperliquid and Lighter, breaks down the meme-stock trading phenomenon eating into Robinhood's tokenized stocks, and reacts live to major new CFTC guidance that could unlock tokenized assets as collateral.Eric Conner is co-author of Ethereum's EIP-1559 and an OG Ethereum developer and investor who has been active in crypto since 2012.AI Supercycle is Rollup's series on the intersection of AI and crypto, powered by NEAR.00:00 Intro 02:09 Eric Fumbled Venice At Sub $1 04:10 Own Both Hype And Lighter And Chill 06:13 Eric Sold ETH To Buy Hyperliquid 08:14 Why Eric Stopped Being An ETH Maxi 10:33 Perps Are The Most Obvious Trade Out There 14:24 Tokenized Stocks Will Get Meme Coin'd 18:54 CFTC Staff Clears Tokenized Collateral Live 22:14 ETH Does Not Need A Thesis To Pump27:49 Robinhood Chain Already $500M Annualized 29:24 Wall Street Has Not Priced Robinhood Chain 35:31 Meme Stock Outpaces Its Own Market Cap 39:23 52 Month DeFi Bear Market Is OverGuest Socials:Eric Conner X: https://x.com/econoarPartners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	40m 19s
9/27/26	Nathan McCauley: Tokenized Deposits Are The Real Trojan Horse For Banks (Insider Take)	Nathan McCauley says most banks don't actually know how much money is in their own accounts until the end of the day, and he explains why tokenized deposits are quietly fixing that. The Anchorage Digital co-founder breaks down why losing the Clarity Act isn't the setback people think, walks through Anchorage's three-part product stack for bringing banks on chain, and lays out who he thinks wins the tokenization supercycle.Nathan McCauley is Co-Founder of Anchorage Digital, one of the first federally chartered digital asset banks in the United States.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro02:14 First Federally Chartered Digital Asset Bank04:09 Genius Act Already Unlocked The Banks06:13 Securities Law Rolled Out Over A Decade08:14 Tokenized Deposits Running Parallel To Legacy Rails10:33 No Hard Cutoff Date For Banks 12:44 Bitcoin Collateral Inside Existing Bank Systems14:55 Repo Market Goes Onchain Collateral Mobility18:29 Old System And New System Run Side By Side20:57 NYSE London Stock Exchange Nasdaq Moving To 203523:20 Which Chain Wins The Settlement RaceGuest Socials:Nathan X: https://x.com/nathanmccauleyAnchorage X: https://x.com/AnchorageAnchorage Website: https://www.anchorage.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures...đ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	23m 33s
9/26/26	Dragonfly's Haseeb Qureshi: The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned)	Haseeb Qureshi joins to catch us up on his portfolio, why he's extremely bullish on perps, tokenization, and prediction markets. He explains how more than half of Hyperliquid's volume is already real-world assets, which means the competitor isn't Coinbase, it's ICE and the Nasdaq, and the addressable market is enormous by comparison. He ranks the big categories Dragonfly is allocating $4 billion across, calls vaults the weakest of them on defensibility, and explains why perps beat tokenization over the next year even if that reverses in five. He also breaks down why every state attorney general is suing prediction markets, and why this ends as a Supreme Court vote.Haseeb Qureshi is a Managing Partner at Dragonfly, a digital assets venture capital firm.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:21 Perps Are Still Only 1% Of Derivatives Mkt04:17 Hyperliquid Is Trying To Be The Nasdaq06:13 RWA Volume Already 50% Of Hyperliquid08:27 Hyperliquid Cracked The UX Code First10:33 Variational RFQ Model Vs Order Book12:44 Polymarket Vs Kalshi Supreme Court Battle16:00 Prediction Markets Advertising Blitz Explained18:14 Kalshi Suing States To Get To Supreme Court20:43 NEAR Account Abstraction For Every Chain22:57 Zcash Is The Rebel Response To Bitcoin ETFs24:59 Prediction Market Growth Curve Not Over Yet27:23 Wash Trading On Kalshi CFTC Investigation28:13 Haseeb Personal Investor In Zcash Wallet29:19 Make Money Then Hide In PrivacyGuest Socials:Haseeb X: https://x.com/hosseebDragonfly X: https://x.com/dragonfly_xyzDragonfly Website: https://www.dragonfly.xyz/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	29m 36s
9/24/26	Se Yong Park: Why The Trillion Dollar Opportunity Is Social (Ground Floor)	Se Yong Park says FOMO has the first objective feedback loop in social media history: you made money, or you didn't. He frames it as social media three, the speculation graph following Facebook's social graph and Instagram's interest graph, and explains why FOMO deliberately owns none of the layers it trades on. Plus the retention curve finally smiling at month seven, $17 million paid out to creators and referrers in three weeks, and why tokenized equities are next.Se Yong Park is the Co-Founder of FOMO.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro 01:57 Eight Figure Unrealized PnLs On FOMO 04:00 FOMO Launches On Arc Chain 06:13 Meme Coins To Stocks On FOMO Profiles 08:14 Social Graph Meets Finance Is The Vision 10:33 FOMO Goes Where The Volume Goes 12:44 Facebook To Instagram To Speculation Graph 14:55 First Ever Objective Feedback Loop In Social Media 16:00 LeBron James And The Public Trader Problem 17:19 AI Agents Go Viral On FOMO TooGuest Socials:Se Yong Socials: https://x.com/seyongFomo Socials: https://x.com/fomoFomo Website: https://fomo.family/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	18m 11s
9/22/26	Carlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis)	Carlos Domingo says what Robinhood issued are debt securities, and the industry is conflating three very different products under one word. He walks through all three models, explains why only one gives you actual ownership, and argues the digital assets degen audience buying them is a far smaller market than people assume. He also flags a closing window: the SEC's transfer agent proposal is open for comment until November, and unlike the Gensler era, this one is actually reading them. Plus what going public really changed, with $50 million in the bank and acquisitions on the radar.Carlos Domingo is the Founder and CEO of Securitize.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. 00:00 Intro00:37 Carlos Just Left The SEC In DC02:08 Three SEC Proposals What Is Actually Real04:26 Robinhood Stock Tokens Conflating The Industry06:44 Not All Tokenized Assets Are The Same08:54 Securitize Already Working With Asset Managers11:09 Carlos Pitched Gensler On Transfer Agents13:17 Ringing The NYSE Bell What Happened Next15:08 $50M Cash First Time In Nine Years17:06 When Grandma Buys A Tokenized Asset We Made ItGuest Socials:Carlos Domingo Socials: https://x.com/carlosdomingoSecuritize Socials: https://x.com/SecuritizeSecuritize Website: https://securitize.io/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures...đ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	17m 34s
9/20/26	Ethena CEO: The Market Just Got 60x Bigger (Everything Changes)	RWA perps just expanded Ethena's addressable market from $2.5 trillion of crypto to $150 trillion of everything else. Guy Young explains why he thinks that's a bigger unlock than anything USDe has done so far, and why Ethena Pay is the first thing he's been this excited about since launch. He's candid about the past three years too as he covers a comical run of four-sigma events, a cap table he now calls a mistake, and the decision to buy out every investor who'd been selling. On buybacks, he breaks ranks with the market: he thinks they're the wrong call at this size, and he's doing them anyway.Guy Young is the Founder and CEO of Ethena Labs, the team behind USDe.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:40 Three Years Of Four-Sigma Events02:44 Why Build A Neobank04:23 Is USDe More Resilient Now07:10 Are Stablecoins A National Priority09:47 The Dirty VC Coin Problem12:23 Buying Out Every Selling Investor13:55 Why He Disagrees On Buybacks16:59 The Bifurcated Business ModelGuy Young Socials: https://x.com/gdog97_?lang=enEthena Socials: https://x.com/ethenaEthena Website: https://ethena.fi/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures...đ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	18m 48s
9/19/26	Kevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis)	Kevin Oâ€™Leary joins us in NYC for an interview about his allocation and views on the digital asset market.Digital assets becoming the twelfth sector of the S&P was his core framing. He thinks it gets there by servicing the other eleven. He also walks back a position he held eighteen months ago: that everything would standardize on Ethereum. Now he expects sectors to pick their own chains, and says whichever one lands the first major exchange takes the whole prize while the rest lose. He closes on why he's moved to 23% alternatives, his new long in uranium, and why Bitcoin's path to a million runs through the quantum question.Kevin O'Leary is the Chairman of O'Leary Ventures and Beanstox, and an investor on Shark Tank.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:31 Kevin Wears $11M Ohtani Card03:17 Digital Assets Becomes The 12th S&P Sector03:59 Kevin Was Wrong About ETH Being Standard06:08 One Exchange Deal Changes Everything08:08 Kevin Buys Uranium Betting On The AI Era10:16 First Exchange Deal Makes Tokens Go Parabolic12:13 America Cannot Afford To Slow Down On AIGuest Socials:Kevin O'Leary X: https://x.com/kevinolearytvPartners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	12m 42s
9/18/26	Circle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early)	Jeremy Allaire joins us from the Arc mainnet launch event in NYC this week to discuss the explosive growth ahead of agentic finance.Mobile existed for fifteen years before iOS and Android made it actually work. Jeremy Allaire thinks blockchains just hit the same moment. On Arc's launch day, he lays out why Circle built a network operating system rather than another chain, and how the agentic economy requires two systems working together: intelligence layers for the thinking, economic layers for the trust and execution. DTCC has already copied to Arc, along with tokenized equity issuers, bond and credit issuers, and more than a dozen foreign currency stablecoins. He closes on why flat stablecoin supply during a bear market is a healthy signal, not a worrying one.Jeremy Allaire is the CEO of Circle, the issuer of USDC and the company behind the Arc network.The Rollup is where the leaders of digital assets and finance converge. Timestamps:00:00 Intro02:10 Arc As A New Primitive04:31 Jeremyâ€™s Vision06:44 15 Years Of Progress08:54 Circle Is The Internet Platform For Finance11:01 Arc Is Agentic Finance13:04 DTCC On Arc15:01 $100 Trillion In USDC Transfer VolumeJeremy Allaire Socials: https://x.com/jerallaireCircle Socials: https://x.com/circleCircle Website: https://www.circle.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.	14m 52s
9/10/26	Felix Jauvin: Why The Fiat Debasement Trade Is Set To Explode Soon (Full Portfolio Construction)✨	digital assetscrypto+5	Felix Jauvin	BitcoinZcash+7	—	fiat debasementcrypto tokens+7	—	43m 04s
9/9/26	Dan Held: SpaceX Will Hit $100 Trillion Market Cap In 20 Years (The Detailed Thesis)✨	investmentBitcoin+4	Dan Held	SpaceXBitcoin+2	New YorkTokyo	SpaceXBitcoin+5	—	41m 54s
9/7/26	Arthur Hayes: Ethereum Will Outperform The Entire Market (It’s My Biggest Position)✨	digital assetsmarket analysis+5	Arthur Hayes	EthereumMaelstrom+1	JapanFrance+2	digital assetsEthereum+6	—	41m 27s
9/7/26	Jake Chervinsky: Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained)✨	HyperliquidUS market entry+5	Jake Chervinsky	Hyperliquid Policy CenterCoinbase+5	US	HyperliquidJake Chervinsky+6	—	43m 42s
9/6/26	SEC Crypto Chief Counsel: Robinhood Stock Tokens Are Just The Beginning (Our Pro-Innovation Mindset)✨	tokenizationSEC regulations+5	Taylor Lindman	U.S. Securities and Exchange CommissionRobinhood+1	—	SECtokenization+5	1inch Aqua	28m 56s
9/5/26	Ryan Watkins: Hyperliquid Will Dominate Global Finance (It’s Coming To USA)✨	digital assetsfinance+4	Ryan Watkins	HyperliquidBinance+2	—	Hyperliquiddigital assets+5	—	34m 53s
9/3/26	Emad Mostaque: AI Agents Just Broke Out On Their Own✨	AI agentsself-replicating technology+5	Emad Mostaque	OpenAIStability AI+1	—	AI agentsself-replicating agents+6	1inch	40m 30s
9/1/26	Will Clemente: Why The Hard Money Thesis Is Set To Explode Very Soon (Full Thesis)✨	digital assetsBitcoin+4	Will Clemente	Bitcoingold+4	IranYen+1	digital asset bull cycleTreasury Secretary+5	—	33m 26s
8/31/26	PUMP Is The Most Mispriced Business In Crypto (Here's Why) with RockawayX CIO Austin Barack✨	social tradingcrypto business+4	Austin Barack	Pump.funRockawayX	—	Pump.funsocial trading+6	1inchAQUA	26m 01s
8/28/26	Superstate CEO: How Stablecoins Are Setting Up The Biggest Tokenization Boom Yet (Here's Why)✨	stablecoinstokenization+4	Robert Leshner	SuperstateCompound+3	—	stablecoinstokenization+5	—	27m 29s
7/21/26	Plume GC: CLARITY Act Deadline Is Fast Approaching (Full Update)✨	digital assets regulationCLARITY Act+3	Salman Banaei	PlumeSEC+1	—	CLARITY Actdigital assets+5	—	27m 30s
7/18/26	Andre Cronje: The Biggest DeFi Boom Is Yet To Come (Entire Thesis)✨	DeFidecentralization+4	Andre Cronje	Flying TulipYearn Finance+2	—	DeFidecentralization+6	Better than Banks	57m 14s
7/15/26	Alex Shevchenko: NEAR & ZEC Are Set To Explode (Huge Catalysts Coming)✨	Confidential IntentsNEAR Protocol+4	Alex Shevchenko	NEARZcash+2	—	Confidential IntentsNEAR+5	Better than Banks	52m 08s
7/14/26	Hyperdash Co-founder: Hyperliquid Bull Thesis for 2026 (Updated View)✨	Hyperliquidstablecoins+4	Hanson Birringer	HyperdashHyperliquid+2	—	Hyperliquidstablecoins+5	Better than BanksCODE	30m 26s
7/11/26	Joseph Chalom: Ethereum Is Going On Offense (Full Thesis)✨	EthereumDeFi+4	Joseph Chalom	ETH LabsEthereum Institutional+2	—	EthereumDeFi+5	Better than Banks	29m 04s
7/10/26	Coinbase Head Of AI: Agentic Finance Is The Biggest Opportunity In Fintech (Full Explanation)✨	AI in financedigital assets+4	Lincoln Murr	CoinbaseCoinbase Advisor+2	—	CoinbaseAI+7	Better than Banks	24m 54s
7/9/26	Curve Founder: The Next Massive Expansion Is Coming (New Thesis)✨	FX marketsonchain finance+4	Michael Egorov	CurveThe Rollup+1	—	FX marketsonchain+5	Better than Banks	32m 36s
7/8/26	Chronicle CEO: RWAs Will Lead The Next Bull Market (Biggest Wave Ever)✨	digital assetsinstitutional investment+4	Niklas Kunkel	Chronicle LabsMakerDAO+3	—	digital assetstokenization+5	Better than Banks	59m 54s
7/5/26	Gracy Chen: Tokenized Equity Is The Next Biggest Trend In Digital Assets (What's Next)✨	tokenized equitydigital assets+4	Gracy Chen	BitgetBlackRock+1	—	tokenized stocksETFs+6	—	30m 21s
7/3/26	AntSeed Founder: The AI Inference Boom That Is Set To Explode (Here's Why)✨	AI inferencecrypto+4	Amos Meiri	AntSeedEthereum	—	AI inferenceAntSeed+4	—	28m 34s
6/11/26	David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)✨	digital assetscapital markets+4	David Schamis	Hyperliquid StrategiesCoinbase+6	—	HYPEPERE+6	Dinari	36m 24s
6/10/26	Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)✨	Decentralized AIQuantum Computing+4	Jake Brukhman	CoinFundGoogle+2	—	Decentralized AIAI Training+3	Infinifi	41m 07s
6/9/26	Frax Founder: The Future Of Stablecoins & Onchain Businesses (Why Now)✨	stablecoinsDeFi+3	Sam Kazemian	Frax Finance	—	Genius ActFRAX USD+3	Better than Banks	30m 19s
6/8/26	DeFi Dad: The Ethereum Bull Thesis In 2026 (What's New)✨	EthereumDeFi+4	DeFi Dad	RelayHyperLiquid+5	—	EthereumDeFi Dad+5	Better than Banks	38m 12s
6/7/26	Haseeb Qureshi: The Meteoric Rise of Perps (And The Next Massive Move)✨	Bitcoinperpetual contracts+4	Haseeb Qureshi	BitcoinBNB+3	—	Bitcoinperpetual contracts+6	APYX	31m 08s
6/6/26	Mert Mumtaz & Illia Polosukhin: What Happened to Zcash (Full Explanation)✨	ZcashNEAR Protocol+5	Mert MumtazIllia Polosukhin	NEAR ProtocolHelius+3	—	ZcashNEAR Protocol+6	Better than Banks	38m 16s
6/5/26	SVRN CEO: NEAR is Hitting On Revenue, Privacy, And AI At Once✨	digital assetsNEAR Protocol+4	Sal Ternullo	SVRNNEAR Protocol+1	—	NEARdigital assets+4	Better than Banks	21m 09s
6/2/26	Why PURR The Most Asymmetric Bet In The World (Entire Thesis) - Capital Flows & Jaymes Rosenthal✨	PUR gamma squeezemacro trading+5	Jaymes RosenthalCapital Flows	Capital FlowsThe Rollup+5	—	PURgamma squeeze+5	Better than Banks	46m 39s
5/30/26	Joseph Chalom: The Ethereum Bull Thesis in 2026 (Why Now)✨	Ethereumdigital assets+3	Joseph Chalom	SharpLinkBlackRock+2	—	EthereumETH+6	Dinari	36m 56s
5/29/26	Why Institutions Are Buying HYPE (And What Comes Next) - Bitwise Head of Research✨	digital assetsinstitutional investment+4	Ryan Rasmussen	BitwiseS&P 500+3	—	HYPE ETFBitwise+5	APYX	34m 45s
5/8/26	Is the Next Bitcoin Rally Being Funded by the AI Trade? \| Michael Van Poppe✨	AI IPOsdigital assets+4	Michaël van de Poppe	The RollupZcash	—	BitcoinAI trade+6	—	19m 26s
5/7/26	The $2.2B Bet on Digital Assets' Institutional Future with Guy Wuollet✨	digital assetsventure capital+4	Guy Wuollet	a16zCrypto Fund V+1	financial capital of the world	digital assetsa16z+5	—	23m 49s
5/6/26	Is Robinhood About to Become the World's Financial Super App? with Johann Kerbart✨	Robinhoodcrypto revenue+5	Johann Kerbart	RobinhoodTokenized Summit+2	—	Robinhoodcrypto+5	APYX	17m 06s
5/1/26	Shashank Yadav on Why AI Agents Will Replace Hedge Funds✨	AI trading agentshedge funds+3	Shashank Yadav	Fraction AIGoldman Sachs	—	AI agentshedge funds+5	—	26m 07s
4/30/26	How Visa Is Dominating The Digital Asset Card Market \| Joshua Moss✨	digital assetsstablecoins+4	Joshua Moss	VisaEther.fi+3	—	Visastablecoin+4	—	45m 50s
4/29/26	Adrian Fritz: Trillions Are Coming — Here's Where They Land✨	digital assetsETF flows+3	Adrian W. J. Fritz	21Shares	—	digital assetsETF+3	—	35m 45s
4/27/26	Cathie Wood: The Next Bull Market Is Here (…What It Will Look Like)✨	digital assetsinvestment strategies+4	Cathie Wood	BitcoinStablecoins+4	—	Cathie WoodARK Invest+7	—	50m 40s
4/25/26	Alfonso Gómez-Jordana on Why Every AI Agent Will Need a Wallet✨	AI agentscrypto payments+4	Alfonso Gómez-Jordana	CrossmintMastercard+1	—	AI agentswallets+5	—	27m 05s
4/23/26	Mike Dudas: The State of Digital Asset Investing in 2026 (What’s Changed)✨	digital asset investingcrypto VC+4	Mike Dudas	6th Man VenturesOpenAI+7	—	digital assetscrypto VC+7	—	45m 40s
4/21/26	Sky Co-founder: The Next Era of Onchain Finance Is Coming✨	DeFionchain finance+4	Rune Christensen	SkyMakerDAO+3	—	DeFi exploitsrisk model+3	—	44m 08s
4/20/26	Rob Hadick: Where Does DeFi Go From Here? (…And Why)✨	DeFidigital assets+4	Rob Hadick	DragonflyAave+1	—	DeFiexploit+4	—	45m 59s
4/18/26	Shuyao Kong on Why MegaETH Is the Only Option for Onchain Finance✨	MegaETHonchain finance+5	Shuyao Kong	MegaETHThe Rollup+4	—	MegaETHKPI token model+6	—	36m 20s
4/16/26	Charles Hoskinson: I Solved Privacy (How I Did It…)✨	privacy onchainquantum attack+4	Charles Hoskinson	MidnightCardano+3	—	privacyquantum attack+6	—	42m 50s
4/15/26	How Digital Assets Incentives Are Solving the Robotics Data Problem✨	digital assetsrobotics+5	Jansen Teng	Virtuals ProtocolThe Rollup	China	cryptorobotics+8	—	31m 23s
4/14/26	Why Saylor Is Wrong About the Quantum Threat \| Alex Pruden✨	quantum threatblockchain security+4	Alex Pruden	Project ElevenEthereum+3	—	quantum threatblockchain+6	—	41m 39s
4/11/26	Vladimir Novakovski on Why Lighter Is Built for the Future of Finance✨	DeFifinance+4	Vladimir Novakovski	LighterHyperLiquid+2	—	LighterEVM+5	—	38m 37s

10/19/26

Alex Cutler: Spot Exchanges Are The Biggest Opportunity In Crypto (Trillions Incoming)

Alex Cutler says spot exchanges are the single biggest opportunity onchain, and Aero is built to take the lion's share.Alex breaks down the launch of the all new Aero across Base, Optimism, Arbitrum, Robinhood Chain and Ethereum mainnet, and why he sees it as the onchain NYSE to Hyperliquid's onchain CME. He also explains how better rewards for liquidity providers won Optimism and Base, why market makers have been asking Aero to expand, and how tokenized stocks and FX grow the whole spot market.Alexander Cutler is the Co-Founder of Aerodrome.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro03:03 The Onchain NYSE06:03 Number One Spot Revenue09:18 Liquidity Wins Everything13:10 Market Makers Asked Us17:08 Winner Take Most MarketsGuest SocialsAlex Cutler X: https://x.com/wagmiAlexanderAero X: https://x.com/aeroxyzPartners: Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

20m 16s

10/19/26

Sam Kazemian: The Neobank App Store Era Is Here

Sam Kazemian maps out why the next wave of stablecoin products will look nothing like today's consumer cards.From Token 2049 DAS Asia, Sam walks through FraxNet as a neobank app store, why businesses want direct custody and credit on regulated stablecoins, and how a Frax DeFi card can reuse KYC across Aave, EtherFi, and more without starting from zero. He also argues FraxUSD's issuer relationships put Frax in position to power agent-style wallets that hold permissions once and move across venues.Sam Kazemian is the Founder and CEO of Frax, the team behind FraxUSD and the FraxNet neobank platform.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:42 OpenUSD Frax Is A Consortium Member03:11 FraxNet Becomes A Neobank App Store05:00 Businesses Want To Go Beyond Visa Rails07:07 FraxNet Deposits Directly Into Aave09:11 One KYC For Every Chain And Venue13:56 FraxNet Is The Apple Wallet For Finance15:57 Midas Adds FraxUSD As Subscription Asset17:32 Sam's Q4 Market OutlookGuest SocialsSam Kazemian X: https://x.com/samkazemianFrax X: https://x.com/fraxfinance Partners: Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

18m 08s

10/16/26

Avalon Ingram: Banks Are Done Experimenting With Tokenization

Avalon Ingram says institutional adoption of tokenization is no longer a question, and Swift's live ledger is the proof.Swift's blockchain-based shared ledger went live nine months after its announcement, with 17 banks transacting real tokenized commercial bank money. Avalon explains why Swift sees this as a necessary upgrade to the plumbing of global finance, how decoupling payment execution from settlement unlocks liquidity for banks and corporate treasurers, and why stablecoins and tokenized deposits will coexist in a hybrid world. She also covers why Asia has been ahead, what onchain settlement venues are needed for 24/7 markets, and how the network grows from 17 banks to thousands.Avalon Ingram is the Digital Assets Business Lead at Swift.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps: 00:00 Intro 00:36 Swift Ledger Live With 17 Banks 02:27 Swift Message Cannot Move A Digital Asset 04:15 Idle Capital Finally Gets Unlocked 06:17 Asia Already Ahead On Payments 10:05 Stablecoins Vs Tokenized Deposits Explained 12:34 Stablecoins And Deposits Not Competing 14:36 Swift Is An Interbank Liability Registry 17:35 24/7 Settlement Still The Missing Piece 20:27 From 17 Banks To 17,000 23:15 Perfect Storm Of Adoption Coming SoonGuest Socials:Avalon: Swift X:https://x.com/swiftcommunitySwift Website: https://www.swift.com/Partners: Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures...đ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

24m 08s

10/15/26

Dan Romero: How Stablecoin Growth Is Setting The Stage For An Explosive Bull Market (Bull Case)

Dan Romero joins The Rollup for an insider look at how stablecoins are about to power the next era of global payments.Dan explains why the Genius Act opened the door for banks, enterprises, and payment giants to lean into stablecoins, and how Tempo's purpose-built chain, private zones, and agentic payments are built for that moment. He also shares his view on decentralization, new social experiences, and why builders can now ship almost anything they can imagine.Dan Romero is Head of Go-To-Market at Tempo, the layer one built for stablecoin payments, and co-founder of Farcaster.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro 02:29 Genius Act Created The Barbell 05:13 Anyone With A Smartphone Gets US Treasury Rate 07:32 Stablecoins Get Rerated For Global TAM 09:11 Post-Genius The Landscape Shifted Dramatically 11:20 Banks Were Off-Sides On Genius 14:42 Capital Flight Risk Is Overblown 15:33 Tempo Zones Privacy Layer Announced 17:09 Enterprises Shocked Blockchains Are Public 19:48 Corporate Intranet Analogy For Tempo Zones 21:13 Tempo Six Month Mainnet Update 27:05 Three Categories Of Stablecoin Adopters 29:35 Open USD Misconceptions Addressed 31:33 Four Characteristics Of Blockchains Explained 35:22 Decentralization Is A Function Of Competition 37:06 Is Decentralized Social Media Dead 42:11 Streaming Payroll Every Second Is Possible 44:07 Meta Neobank Moves Money To Highest YieldGuest SocialsDan Romero X: https://x.com/dwrTempo X: https://x.com/tempoTempo Website: https://tempo.xyz/Partners: Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

47m 23s

10/14/26

Krista Lynch: Wall Street Is Going All In On Digital Assets (Insider Take)

Krista Lynch says financial advisors have gone from dodging Grayscale's calls to flooding its inbox, and the firm just filed to tokenize two new products. The Grayscale executive explains why in-kind creations are catching on with crypto natives, what the tax and estate benefits are, how she thinks about the $100 million size advisors look for, and why Zcash is resonating as AI-resistant money.Krista Lynch is Head of Trading and Capital Markets at Grayscale Investments, with years of experience in the ETF primary market, including fixed income ETFs, before moving into crypto.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro02:01 Zcash ETF In-Kind Transactions Explained04:08 Tax Planning And Succession Via ETF06:13 Re-Tokenizing Back Onchain From An ETF08:14 Covered Call Yield Funds Filed By Grayscale10:33 Advisors Now Inundate Grayscale With Questions12:30 How Much Of The FA Landscape Is Left14:20 Zcash Is AI Resistant Money15:01 Grayscale Hires Head Of Onchain Asset Management16:22 Tinkering Is The Only Way To Find What Works17:04 Institutional Bull Market Turns Into A Broad OneGuest Socials:Krista Lynch X: https://x.com/Krista_Lynch_Grayscale X: https://x.com/GrayscaleGrayscale Website: https://www.grayscale.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

17m 21s

10/12/26

Arthur Hayes: The Biggest Bull Run Of Your Life Is Just Starting (Full Thesis)

Arthur Hayes says US commercial bank balance sheets are up roughly $200 billion and every Fed hike pushes billions more into financial assets like crypto.Arthur explains why France is the catalyst that forces the next big wave of liquidity. He also dives into the Citrinie why AI agents are the story that re-rates the DeFi protocols still standing since 2020, and why his fund trades everything else to buy more Bitcoin.Arthur Hayes is the CIO of Maelstrom and co-founder of BitMEX, joining us live at TOKEN2049 Singapore. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro 02:21 Hunting For Busted Charts 06:28 The Citrini Report09:12 Why Alts Disappointed 14:22 The Barbell Portfolio 16:39 Quantum And Address Hygiene 19:06 Zcash As Privacy Hedge 22:45 Sovereign Debt Hunger Games 27:00 Rate Hikes Pump Bitcoin 30:54 Banks Are Printing Now 35:47 Stablecoins Export The Dollar 41:06 France Is The Catalyst 43:52 The Quarterly Refunding Announcement 46:49 Watches, Ferraris And Skiing 53:00 How Much Is Enough 56:01 Is The Ethos Gone 60:39 The FLOP ThesisGuest Socials:Arthur Hayes:X - https://x.com/cryptohayesWeb - https://www.cryptohayes.comSubstack - https://cryptohayes.substack.com/LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/Instagram - https://www.instagram.com/cryptohayes/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

1h 02m 23s

10/12/26

Illia Polosukhin: NEAR Is Ready For The Quantum Era (Full Thesis)

Illia Polosukhin joins us for a session at TOKEN2049 Singapore and explains why NEAR is one of the biggest opportunities in digital assets today.He says it was designed with quantum computing in mind back in 2018, and anyone can now upgrade their account to post-quantum keys without moving a single asset. The NEAR co-founder explains how NEAR Intents is becoming a market of markets that aggregates crypto venues and now stocks, why he thinks the zero-sum layer one mindset is broken, and how a NEAR account can hold assets across Ethereum, Bitcoin and other chains. He also explains his vision for the endgame of NEAR and what the future look is for agentic finance onchain, on NEAR.Illia Polosukhin is the Co-Founder and CEO of NEAR Protocol and NEAR AI, and a co-author of the “Attention Is All You Need” paper that introduced the transformer architecture.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro01:09 NEAR Is Ethereum, Zcash Is Bitcoin?02:43 Build A Base On Mars Through NEAR04:18 NEAR Now Aggregates Nasdaq & Equities07:12 Borrow Against Perps Positions On NEAR(dot)com08:29 NEAR Designed For Quantum In 201810:03 One Button To Go Post-Quantum Now

12m 04s

10/10/26

Keone Hon: Wall Street And Degens Are Both Coming To Monad (Here Is Why)

Everyone wants good execution and access to the best opportunities and Keone Hon says that's why there's no real contradiction between Monad's consumer culture and its institutional liquidity push. He explains why the network effects are only now starting to compound from both directions, why building from scratch over a longer development cycle left them with foundations the core team knows cold, and what that unlocks next: solving MEV and squaring the apparent contradiction between privacy and composability. Ten months into mainnet, his biggest lesson is that speed is everything.Keone Hon is the Co-Founder of Monad.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:30 Monad Needs Both Sides Of The Barbell03:45 Keone Refused To Cut Corners From Day One05:23 Privacy And Composability Cannot Coexist Yet06:07 Speed Is Everything Lesson From MainnetGuest Socials:Keone Hon X: https://x.com/keoneHDMonad X: https://x.com/monadMonad Website: https://app.monad.xyz/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

7m 32s

10/9/26

Seth Ginns & Anthony Pecore: Why Liquid Assets Win The Tokenization Super Cycle (Full Breakdown)

Seth Ginns says the market has the tokenization trade backwards: pre-IPO equities are the exciting story, but assets that already trade with deep liquidity, like equities and treasuries, benefit most from 24/7 markets. He and Anthony Pecore of the Franklin Crypto team also talk through the "odd looks" they got launching Benji, why tokenized money market funds are now table stakes, how equities could be split into separate profit pools, and why they think assets will one day live in wallets instead of accounts.Anthony Pecore is SVP and Director of Digital Asset Management at Franklin Templeton, where he has helped lead its on-chain fund efforts, including the tokenized money market fund Benji, live since 2021. Seth Ginns is CIO at Franklin Crypto and was an equities investor for 18 years before launching a liquid crypto fund in 2020.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro02:06 Institutions Want Real Businesses Not Meme Coins04:13 Benji Tokenized Money Market Fund Since 202106:13 Tokenization Path To Nowhere Is Dead08:14 Tokenization Starts With Assets Not Apps10:33 Value Creation Vs Value Capture Debate13:21 Bet On H100s Short Blackwells Via Tokens15:27 Autonomous Management Of Capital Explained17:28 Franklin's 7 Year Asset Management Vision18:52 AI And Digital Assets Are Complementary Technologies19:13 The Financial Singularity Has ArrivedGuest Socials:Seth Ginns X: https://x.com/sethginnsFranklin Templeton X: https://x.com/FTDA_USFranklin Templeton Website: https://www.franklintempleton.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

19m 36s

10/8/26

TJ Miller & Jordan Jefferson: Dogecoin Is The Currency Of Mars (Never Bet Against Elon)

Never bet against Elon. Jordan Jefferson says if you can't see us getting to Mars, you're not going to make it, and Dogecoin ends up the currency when we do. He breaks down the DogeOS public testnet going live, shuts down the conspiracy that Elon is pumping Doge, and argues the only memecoin still in the hands of the people might just melt faces and take the whole industry. TJ Miller plays jester throughout, explaining why he roasts a different crypto figure at every conference and what it says about an ecosystem this allergic to laughing at itself.Jordan Jefferson is the CEO of MyDoge Wallet. TJ Miller is a beloved comedian and actor.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro02:35 The Interplanetary Economy Thesis04:52 How Close Is Elon Really07:31 The Funniest Outcome Wins08:56 Why Crypto Is So Self-Serious10:05 Why He Roasts Crypto Celebrities12:55 You Have To Understand It To Joke About ItGuest Socials:TJ Miller X: https://x.com/nottjmillerJordan Jefferson X: https://x.com/MyDogeCEODogeOS X: https://x.com/DogeOSDogeOS Website: https://www.dogeos.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

14m 39s

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10/7/26

Dinari: Confirming Asset-Settled Perps On U.S. Equities (The Full Story)

Gabriel Otte says the SEC's tokenization innovation exemption is so close to Dinari's own model that he couldn't have written it better himself. The Dinari co-founder explains why he was surprised the SEC cut out synthetics entirely, how the exemption opens the door to ticker-to-ticker swaps and asset-settled perps on US equities, and why he believes transfer agent modernization helps rather than threatens his business.Gabriel Otte is Co-Founder and CEO of Dinari, a FINRA-registered broker-dealer and transfer agent that has tokenized the S&P 500 and hundreds of other US assets.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro01:04 SEC Exemption Written For Dinari02:36 60 Days To Shape The Future Of Stocks04:08 Apple To Nvidia Direct Swap Is Now Possible05:30 SEC Is Not Bringing Back Bearer Bonds07:45 Tokenized Deposits Can Earn Yield09:45 Transfer Agent Modernization Breakdown12:08 Higher Monetary Velocity For Tokenized Assets13:49 SEC Backs Tokenize Without Taking Rights AwayGuest Socials:Gabriel Otte X: https://x.com/GabeOtteDinari X: https://x.com/DinariGlobalDinari Website: https://dinari.com/ Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

14m 26s

10/6/26

Matt Hougan & Sal Ternullo: NEAR Is One Of The Best Positioned Assets In Crypto

With 130% dispersion between the best and worst of the top 20 assets over 30 days, Matt Hougan calls that the healthiest signal digital assets has produced in a decade, because it means fundamentals finally drive price. He says the bottom was June, the bull market has started, and the next leg comes from wire house advisors allocating in Q4. Sal Ternullo walks through why Near was mispriced against its intents revenue, the inflation reduction proposal taking emissions from 2.5% to 1.6%, and why the real repricing comes when the AI fee switch flips. They also get into Bitwise's new NRR ETF, 24/7 markets, and why virtual cards won't slow stablecoins down.Matt Hougan is the Chief Investment Officer at Bitwise. Sal Ternullo is the CEO of SVRN.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:08 NEAR Intents Revenue Finally Repriced04:16 Bitwise Was Eyeing NEAR For A While06:13 Bitwise Brings NEAR To Every Brokerage08:14 Staking Yield Accrues To Shareholders Automatically10:33 Not All Digital Assets Are Created Equal14:55 NEAR Is The AI Call Option Thesis18:14 Sovereign And Bitwise Are Not Competing22:09 Institutional Demand Is Just Beginning26:14 24/7 Markets Need Agentic Infrastructure30:33 Banks Cannot Staff Saturday Night Risk32:53 Agents Will Monitor When Humans SleepGuest Socials:Matt Hougan X: https://x.com/Matt_HouganBitwise X: https://x.com/BitwiseBitwise Website: https://bitwiseinvestments.com/Sal Ternullo X: https://x.com/sal_ternulloSVRN X: https://x.com/svrn_aiSVRN Website: https://svrn.net/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

35m 08s

10/5/26

Tom Zschach: The Swift Ledger Is Live And Banks Are Already Using It (Faster Than Anyone Expected)

Three years ago nobody at Swift was thinking about carrying a token across the network and now the ledger is live and banks are settling cross-border payments with their own deposit tokens. Tom Zschach, who was CIO through that shift, cuts through what he says is widespread confusion: the Swift ledger doesn't do settlement, doesn't hold custody, and doesn't issue tokens. It orchestrates the transaction, and the member banks decide where settlement lands. He also confirms the rumors: big announcements are coming at Money 2020.Tom Zschach is the former Chief Innovation Officer at Swift.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:39 Unpacking The Swift Ledger04:38 Banks Get Another Option06:11 It's Just Finance Now07:57 Separating Fact From Fiction10:25 What The Ledger Actually Does11:53 Why Partnerships Decide This13:32 The Rumors Are TrueGuest Socials:Tom Zschach X: https://x.com/TomZschachChainlink X: https://x.com/chainlinkChainlink Website: https://chain.link/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

13m 55s

10/2/26

Sergey Nazarov: Why Hundreds Of Trillions Of Dollars Are Coming Onchain Right Now (Tokenization Supercycle)

Sergey Nazarov says that critical mass is very close now, and when it tips, the amount of tokenized equity in existence skyrockets. He explains Chainlink's role as the interface banks use to access the Swift ledger, breaks down the DTCC collateral app chain and how settlement ties out across Ethereum and the app chain, and makes the case that nobody actually wants tokenization. Rather, they want what becomes possible once something is tokenized.Sergey Nazarov is the Co-Founder of Chainlink.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:25 Chainlink's Best Sibos Booth Ever04:19 Chainlink Is The Interface For Swift Ledger06:14 More Chains Means More Chainlink Value08:14 DTCC Deeply Integrates Chainlink Data Feeds10:26 Chainlink Solves The Digital Twin Problem14:55 Tokenization Is Not About Tokens Themselves18:14 Laws Will Change Then All Settlement Goes Onchain20:08 Fragmentation Is Actually Chainlink's Tailwind22:09 Chainlink Solves Each Problem As It Appears24:04 Smart Contracts Defined By SergeyGuest Socials:Sergey Nazarov X: https://x.com/SergeyNazarovChainlink X: https://x.com/chainlinkChainlink Website: https://chain.link/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

25m 16s

10/1/26

Rob Krugman: This Is The Biggest Unlock In Finance Yet (2027)

Broadridge is already settling $380 billion a day in repo onchain, and Rob Krugman expects that to clear a trillion by year end. He explains what actually changes when overnight loans become intraday, why 2027 is the year the brokerage and banking industries finally turn on wallets and custody, and why that unlock matters more than anything else. It takes tokenized assets from 750 million crypto users to billions of ordinary bank customers. He also makes the case that US-backed stablecoins may be the biggest trade event in American history, and explains how tokenization drops private market minimums from a million dollars to a few thousand.Rob Krugman is the Chief Digital Officer at Broadridge.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:22 $1 Trillion In Repo Market By Year End02:13 Programmability Embeds Compliance Into The Asset04:30 Institutional Allocators Are Finally Getting It06:48 Composability Across Separate Ledgers Explained08:54 Tokenized Collateral Works For You 24/710:33 Innovate Or Be Disrupted No Middle Ground12:44 Wallets And Custody Are The First Unlock14:43 Online Trading 90s Parallel To Tokenization Now16:43 Consumer Is The Biggest Winner Of All18:00 Nigerian Student Builds The Case For StablecoinsGuest Socials:Rob Krugman X: https://x.com/robkrugmanBroadridge X: https://x.com/BroadridgeBroadridge Website: https://www.broadridge.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

18m 51s

9/30/26

Vlad Tenev: Trillions Of Assets Are Coming On Robinhood Chain (Tokenize The World)

Robinhood CEO Vlad Tenev joins Andy live from the HOOD Summit in Houston, Texas for a quick conversation about tokenization and Robinhood Chain.He told us to look at the Robinhood app and imagine onchain versions of everything in it. Robinhood Chain is just two months old and already number one in developer activity, with huge onchain perps and spot DEX volume. He confirms private stock tokens are coming at scale, with Robinhood Ventures giving them unique access to private companies asking how to participate. He also explains his vision for tokenization: democratizing access at scale to wealth creation, perhaps allowing someone in Ecuador or Eastern Europe to have the same access to high-quality assets that Americans already have.Vladimir Tenev is the CEO of Robinhood.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:21 Private Markets Opening Soon To Everyone02:27 $1B In Perps Volume Per Day On Robinhood Chain04:30 Number One Chain For Developers In Two Months05:08 Vlad Defends The Industry On CNBC LiveGuest Socials:Vlad Tenev X: https://x.com/vladtenevRobinhood X: https://x.com/RobinhoodAppRobinhood Website: https://robinhood.com/us/en/Robinhood Chain X: https://x.com/RobinhoodCryptoRobinhood Chain Website: https://robinhood.com/us/en/crypto/chain/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

5m 23s

9/29/26

Joseph Chalom: Ethereum Is The Toll Road To Everything (Larry Fink's Words)

Joseph Chalom says Larry Fink's line that Ethereum is the toll road to tokenization is exactly the right way to think about the asset, and he lays out why the market's bearish turn on ETH has it backwards. The SharpLink CEO and former BlackRock digital assets executive breaks down Ethereum's case as a trust commodity, walks through BlackRock's new research on agentic finance and stablecoins, and explains why he thinks agent-driven commerce could eventually dwarf crypto's entire market today.Joseph Chalom is CEO of SharpLink, an Ethereum treasury company, and previously served as Head of Digital Assets at BlackRock.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro02:11 ETH Stuck In The Middle Of Two Theses04:12 Ethereum Is The Trust Commodity For Finance06:13 ETH Has 50% Of All Stablecoin Activity08:14 Agents Will Run Where The Liquidity Is10:33 Selling ETH At $1,53012:44 Ethereum Is The Internet With Ownership16:00 Robinhood Chain Revenue Up 10x ETH Flat18:14 Larry Fink on ETH As The Toll Road20:43 Internet Had No Token Ethereum Does22:57 Regulation Helps Markets Thriv26:32 Dot Com Bubble Parallel30:16 Only The Internet Compares To EthereumGuest Socials:Joseph Chalom X: https://x.com/joechalomSharplink X: https://x.com/SharplinkSharplink Website: https://www.sharplink.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

31m 12s

9/28/26

Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis)

Eric Conner says something is happening in crypto he's never seen in 14 years of watching these markets: coins like Zcash and the perp exchanges are decoupling from Bitcoin entirely. The EIP-1559 co-author and OG Ethereum developer explains why he refuses to pick sides between Hyperliquid and Lighter, breaks down the meme-stock trading phenomenon eating into Robinhood's tokenized stocks, and reacts live to major new CFTC guidance that could unlock tokenized assets as collateral.Eric Conner is co-author of Ethereum's EIP-1559 and an OG Ethereum developer and investor who has been active in crypto since 2012.AI Supercycle is Rollup's series on the intersection of AI and crypto, powered by NEAR.00:00 Intro 02:09 Eric Fumbled Venice At Sub $1 04:10 Own Both Hype And Lighter And Chill 06:13 Eric Sold ETH To Buy Hyperliquid 08:14 Why Eric Stopped Being An ETH Maxi 10:33 Perps Are The Most Obvious Trade Out There 14:24 Tokenized Stocks Will Get Meme Coin'd 18:54 CFTC Staff Clears Tokenized Collateral Live 22:14 ETH Does Not Need A Thesis To Pump27:49 Robinhood Chain Already $500M Annualized 29:24 Wall Street Has Not Priced Robinhood Chain 35:31 Meme Stock Outpaces Its Own Market Cap 39:23 52 Month DeFi Bear Market Is OverGuest Socials:Eric Conner X: https://x.com/econoarPartners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

40m 19s

9/27/26

Nathan McCauley: Tokenized Deposits Are The Real Trojan Horse For Banks (Insider Take)

Nathan McCauley says most banks don't actually know how much money is in their own accounts until the end of the day, and he explains why tokenized deposits are quietly fixing that. The Anchorage Digital co-founder breaks down why losing the Clarity Act isn't the setback people think, walks through Anchorage's three-part product stack for bringing banks on chain, and lays out who he thinks wins the tokenization supercycle.Nathan McCauley is Co-Founder of Anchorage Digital, one of the first federally chartered digital asset banks in the United States.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.00:00 Intro02:14 First Federally Chartered Digital Asset Bank04:09 Genius Act Already Unlocked The Banks06:13 Securities Law Rolled Out Over A Decade08:14 Tokenized Deposits Running Parallel To Legacy Rails10:33 No Hard Cutoff Date For Banks 12:44 Bitcoin Collateral Inside Existing Bank Systems14:55 Repo Market Goes Onchain Collateral Mobility18:29 Old System And New System Run Side By Side20:57 NYSE London Stock Exchange Nasdaq Moving To 203523:20 Which Chain Wins The Settlement RaceGuest Socials:Nathan X: https://x.com/nathanmccauleyAnchorage X: https://x.com/AnchorageAnchorage Website: https://www.anchorage.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures...đ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

23m 33s

9/26/26

Dragonfly's Haseeb Qureshi: The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned)

Haseeb Qureshi joins to catch us up on his portfolio, why he's extremely bullish on perps, tokenization, and prediction markets. He explains how more than half of Hyperliquid's volume is already real-world assets, which means the competitor isn't Coinbase, it's ICE and the Nasdaq, and the addressable market is enormous by comparison. He ranks the big categories Dragonfly is allocating $4 billion across, calls vaults the weakest of them on defensibility, and explains why perps beat tokenization over the next year even if that reverses in five. He also breaks down why every state attorney general is suing prediction markets, and why this ends as a Supreme Court vote.Haseeb Qureshi is a Managing Partner at Dragonfly, a digital assets venture capital firm.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro02:21 Perps Are Still Only 1% Of Derivatives Mkt04:17 Hyperliquid Is Trying To Be The Nasdaq06:13 RWA Volume Already 50% Of Hyperliquid08:27 Hyperliquid Cracked The UX Code First10:33 Variational RFQ Model Vs Order Book12:44 Polymarket Vs Kalshi Supreme Court Battle16:00 Prediction Markets Advertising Blitz Explained18:14 Kalshi Suing States To Get To Supreme Court20:43 NEAR Account Abstraction For Every Chain22:57 Zcash Is The Rebel Response To Bitcoin ETFs24:59 Prediction Market Growth Curve Not Over Yet27:23 Wash Trading On Kalshi CFTC Investigation28:13 Haseeb Personal Investor In Zcash Wallet29:19 Make Money Then Hide In PrivacyGuest Socials:Haseeb X: https://x.com/hosseebDragonfly X: https://x.com/dragonfly_xyzDragonfly Website: https://www.dragonfly.xyz/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

29m 36s

9/24/26

Se Yong Park: Why The Trillion Dollar Opportunity Is Social (Ground Floor)

Se Yong Park says FOMO has the first objective feedback loop in social media history: you made money, or you didn't. He frames it as social media three, the speculation graph following Facebook's social graph and Instagram's interest graph, and explains why FOMO deliberately owns none of the layers it trades on. Plus the retention curve finally smiling at month seven, $17 million paid out to creators and referrers in three weeks, and why tokenized equities are next.Se Yong Park is the Co-Founder of FOMO.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro 01:57 Eight Figure Unrealized PnLs On FOMO 04:00 FOMO Launches On Arc Chain 06:13 Meme Coins To Stocks On FOMO Profiles 08:14 Social Graph Meets Finance Is The Vision 10:33 FOMO Goes Where The Volume Goes 12:44 Facebook To Instagram To Speculation Graph 14:55 First Ever Objective Feedback Loop In Social Media 16:00 LeBron James And The Public Trader Problem 17:19 AI Agents Go Viral On FOMO TooGuest Socials:Se Yong Socials: https://x.com/seyongFomo Socials: https://x.com/fomoFomo Website: https://fomo.family/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

18m 11s

9/22/26

Carlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis)

Carlos Domingo says what Robinhood issued are debt securities, and the industry is conflating three very different products under one word. He walks through all three models, explains why only one gives you actual ownership, and argues the digital assets degen audience buying them is a far smaller market than people assume. He also flags a closing window: the SEC's transfer agent proposal is open for comment until November, and unlike the Gensler era, this one is actually reading them. Plus what going public really changed, with $50 million in the bank and acquisitions on the radar.Carlos Domingo is the Founder and CEO of Securitize.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. 00:00 Intro00:37 Carlos Just Left The SEC In DC02:08 Three SEC Proposals What Is Actually Real04:26 Robinhood Stock Tokens Conflating The Industry06:44 Not All Tokenized Assets Are The Same08:54 Securitize Already Working With Asset Managers11:09 Carlos Pitched Gensler On Transfer Agents13:17 Ringing The NYSE Bell What Happened Next15:08 $50M Cash First Time In Nine Years17:06 When Grandma Buys A Tokenized Asset We Made ItGuest Socials:Carlos Domingo Socials: https://x.com/carlosdomingoSecuritize Socials: https://x.com/SecuritizeSecuritize Website: https://securitize.io/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures...đ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

17m 34s

9/20/26

Ethena CEO: The Market Just Got 60x Bigger (Everything Changes)

RWA perps just expanded Ethena's addressable market from $2.5 trillion of crypto to $150 trillion of everything else. Guy Young explains why he thinks that's a bigger unlock than anything USDe has done so far, and why Ethena Pay is the first thing he's been this excited about since launch. He's candid about the past three years too as he covers a comical run of four-sigma events, a cap table he now calls a mistake, and the decision to buy out every investor who'd been selling. On buybacks, he breaks ranks with the market: he thinks they're the wrong call at this size, and he's doing them anyway.Guy Young is the Founder and CEO of Ethena Labs, the team behind USDe.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:40 Three Years Of Four-Sigma Events02:44 Why Build A Neobank04:23 Is USDe More Resilient Now07:10 Are Stablecoins A National Priority09:47 The Dirty VC Coin Problem12:23 Buying Out Every Selling Investor13:55 Why He Disagrees On Buybacks16:59 The Bifurcated Business ModelGuy Young Socials: https://x.com/gdog97_?lang=enEthena Socials: https://x.com/ethenaEthena Website: https://ethena.fi/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures...đ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

18m 48s

9/19/26

Kevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis)

Kevin Oâ€™Leary joins us in NYC for an interview about his allocation and views on the digital asset market.Digital assets becoming the twelfth sector of the S&P was his core framing. He thinks it gets there by servicing the other eleven. He also walks back a position he held eighteen months ago: that everything would standardize on Ethereum. Now he expects sectors to pick their own chains, and says whichever one lands the first major exchange takes the whole prize while the rest lose. He closes on why he's moved to 23% alternatives, his new long in uranium, and why Bitcoin's path to a million runs through the quantum question.Kevin O'Leary is the Chairman of O'Leary Ventures and Beanstox, and an investor on Shark Tank.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:31 Kevin Wears $11M Ohtani Card03:17 Digital Assets Becomes The 12th S&P Sector03:59 Kevin Was Wrong About ETH Being Standard06:08 One Exchange Deal Changes Everything08:08 Kevin Buys Uranium Betting On The AI Era10:16 First Exchange Deal Makes Tokens Go Parabolic12:13 America Cannot Afford To Slow Down On AIGuest Socials:Kevin O'Leary X: https://x.com/kevinolearytvPartners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

12m 42s

9/18/26

Circle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early)

Jeremy Allaire joins us from the Arc mainnet launch event in NYC this week to discuss the explosive growth ahead of agentic finance.Mobile existed for fifteen years before iOS and Android made it actually work. Jeremy Allaire thinks blockchains just hit the same moment. On Arc's launch day, he lays out why Circle built a network operating system rather than another chain, and how the agentic economy requires two systems working together: intelligence layers for the thinking, economic layers for the trust and execution. DTCC has already copied to Arc, along with tokenized equity issuers, bond and credit issuers, and more than a dozen foreign currency stablecoins. He closes on why flat stablecoin supply during a bear market is a healthy signal, not a worrying one.Jeremy Allaire is the CEO of Circle, the issuer of USDC and the company behind the Arc network.The Rollup is where the leaders of digital assets and finance converge. Timestamps:00:00 Intro02:10 Arc As A New Primitive04:31 Jeremyâ€™s Vision06:44 15 Years Of Progress08:54 Circle Is The Internet Platform For Finance11:01 Arc Is Agentic Finance13:04 DTCC On Arc15:01 $100 Trillion In USDC Transfer VolumeJeremy Allaire Socials: https://x.com/jerallaireCircle Socials: https://x.com/circleCircle Website: https://www.circle.com/Partners: If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. ---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---đ—Şđ—˛ đ˜đ—żđ˜† đ—źđ˜‚đ—ż đ—Żđ—˛đ˜€đ˜ đ˜đ—ź đ—˝đ—żđ—źđ—ąđ˜‚đ—°đ—˛ đ—ľđ—śđ—´đ—ľ-đ—žđ˜‚đ—Žđ—šđ—śđ˜đ˜†, đ—ťđ—źđ—ť-đ—Żđ—śđ—Žđ˜€đ—˛đ—ą, đ—˛đ—ąđ˜‚đ—°đ—Žđ˜đ—śđ—źđ—ťđ—Žđ—š đ—°đ—źđ—ťđ˜đ—˛đ—ťđ˜ đ—łđ—źđ—ż đ˜đ—ľđ—˛ đ—ąđ—śđ—´đ—śđ˜đ—Žđ—š đ—Žđ˜€đ˜€đ—˛đ˜đ˜€ đ—˛đ—°đ—źđ˜€đ˜†đ˜€đ˜đ—˛đ—ş. đ—Śđ˜‚đ—˝đ—˝đ—źđ—żđ˜ đ˜‚đ˜€ đ—Żđ˜† đ—°đ—šđ—śđ—°đ—¸đ—śđ—ťđ—´ đ—Žđ—ťđ˜† đ—źđ—ł đ˜đ—ľđ—˛ đ—šđ—śđ—ťđ—¸đ˜€ đ—Żđ—˛đ—šđ—źđ˜„ đ—łđ—źđ—ż đ—łđ—żđ—˛đ—˛ đ—żđ—˛đ˜€đ—źđ˜‚đ—żđ—°đ—˛đ˜€:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://x.com/robbieklagesFollow Andy on X: https://x.com/andyyyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.venturesđ——đ—œđ—Śđ—–đ—Ÿđ—”đ—œđ— đ—˜đ—Ľ: đ˜đ˜Żđ˜ˇđ˜Śđ˜´đ˜ľđ˜Şđ˜Żđ˜¨ đ˜Şđ˜Ż đ˜¤đ˜łđ˜şđ˜ąđ˜ľđ˜°đ˜¤đ˜śđ˜łđ˜łđ˜Śđ˜Żđ˜¤đ˜ş đ˜˘đ˜Żđ˜Ľ đ˜‹đ˜Śđ˜đ˜Ş đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Žđ˜´ đ˜¤đ˜°đ˜Žđ˜Śđ˜´ đ˜¸đ˜Şđ˜ľđ˜Š đ˜Şđ˜Żđ˜Šđ˜Śđ˜łđ˜Śđ˜Żđ˜ľ đ˜łđ˜Şđ˜´đ˜Źđ˜´ đ˜Şđ˜Żđ˜¤đ˜đ˜śđ˜Ľđ˜Şđ˜Żđ˜¨ đ˜ľđ˜Śđ˜¤đ˜Šđ˜Żđ˜Şđ˜¤đ˜˘đ˜ đ˜łđ˜Şđ˜´đ˜Ź, đ˜Šđ˜śđ˜Žđ˜˘đ˜Ż đ˜Śđ˜łđ˜łđ˜°đ˜ł, đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž đ˜§đ˜˘đ˜Şđ˜đ˜śđ˜łđ˜Ś đ˜˘đ˜Żđ˜Ľ đ˜Žđ˜°đ˜łđ˜Ś. đ˜ˆđ˜ľ đ˜¤đ˜Śđ˜łđ˜ľđ˜˘đ˜Şđ˜Ż đ˜ąđ˜°đ˜Şđ˜Żđ˜ľđ˜´ đ˜ľđ˜Šđ˜łđ˜°đ˜śđ˜¨đ˜Šđ˜°đ˜śđ˜ľ đ˜ľđ˜Šđ˜Şđ˜´ đ˜¤đ˜Šđ˜˘đ˜Żđ˜Żđ˜Śđ˜, đ˜¸đ˜Ś đ˜Žđ˜˘đ˜ş đ˜Śđ˜˘đ˜łđ˜Ż đ˜˘ đ˜¤đ˜°đ˜Žđ˜Žđ˜Şđ˜´đ˜´đ˜Şđ˜°đ˜Ż đ˜°đ˜ł đ˜§đ˜Śđ˜Ś đ˜˘đ˜´ đ˜˘ đ˜´đ˜ąđ˜°đ˜Żđ˜´đ˜°đ˜łđ˜´đ˜Šđ˜Şđ˜ą, đ˜Şđ˜§ đ˜ľđ˜Šđ˜Şđ˜´ đ˜Şđ˜´ đ˜ľđ˜Šđ˜Ś đ˜¤đ˜˘đ˜´đ˜Ś đ˜¸đ˜Ś đ˜¸đ˜Şđ˜đ˜ đ˜˘đ˜đ˜¸đ˜˘đ˜şđ˜´ đ˜Žđ˜˘đ˜Źđ˜Ś đ˜´đ˜śđ˜łđ˜Ś đ˜Şđ˜ľ đ˜Şđ˜´ đ˜¤đ˜đ˜Śđ˜˘đ˜ł. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜´đ˜ľđ˜łđ˜Şđ˜¤đ˜ľđ˜đ˜ş đ˜˘đ˜Ż đ˜Śđ˜Ľđ˜śđ˜¤đ˜˘đ˜ľđ˜Şđ˜°đ˜Żđ˜˘đ˜ đ˜¤đ˜°đ˜Żđ˜ľđ˜Śđ˜Żđ˜ľ đ˜ąđ˜đ˜˘đ˜ľđ˜§đ˜°đ˜łđ˜Ž, đ˜Żđ˜°đ˜ľđ˜Šđ˜Şđ˜Żđ˜¨ đ˜¸đ˜Ś đ˜°đ˜§đ˜§đ˜Śđ˜ł đ˜Şđ˜´ đ˜§đ˜Şđ˜Żđ˜˘đ˜Żđ˜¤đ˜Şđ˜˘đ˜ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜¤đ˜Ś. đ˜žđ˜Ś đ˜˘đ˜łđ˜Ś đ˜Żđ˜°đ˜ľ đ˜ąđ˜łđ˜°đ˜§đ˜Śđ˜´đ˜´đ˜Şđ˜°đ˜Żđ˜˘đ˜đ˜´ đ˜°đ˜ł đ˜đ˜Şđ˜¤đ˜Śđ˜Żđ˜´đ˜Śđ˜Ľ đ˜˘đ˜Ľđ˜ˇđ˜Şđ˜´đ˜°đ˜łđ˜´.

14m 52s

9/10/26

Felix Jauvin: Why The Fiat Debasement Trade Is Set To Explode Soon (Full Portfolio Construction)✨

digital assetscrypto+5

Felix Jauvin

BitcoinZcash+7

—

fiat debasementcrypto tokens+7

—

43m 04s

9/9/26

Dan Held: SpaceX Will Hit $100 Trillion Market Cap In 20 Years (The Detailed Thesis)✨

investmentBitcoin+4

Dan Held

SpaceXBitcoin+2

New YorkTokyo

SpaceXBitcoin+5

—

41m 54s

9/7/26

Arthur Hayes: Ethereum Will Outperform The Entire Market (It’s My Biggest Position)✨

digital assetsmarket analysis+5

Arthur Hayes

EthereumMaelstrom+1

JapanFrance+2

digital assetsEthereum+6

—

41m 27s

9/7/26

Jake Chervinsky: Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained)✨

HyperliquidUS market entry+5

Jake Chervinsky

Hyperliquid Policy CenterCoinbase+5

US

HyperliquidJake Chervinsky+6

—

43m 42s

9/6/26

SEC Crypto Chief Counsel: Robinhood Stock Tokens Are Just The Beginning (Our Pro-Innovation Mindset)✨

tokenizationSEC regulations+5

Taylor Lindman

U.S. Securities and Exchange CommissionRobinhood+1

—

SECtokenization+5

1inch Aqua

28m 56s

9/5/26

Ryan Watkins: Hyperliquid Will Dominate Global Finance (It’s Coming To USA)✨

digital assetsfinance+4

Ryan Watkins

HyperliquidBinance+2

—

Hyperliquiddigital assets+5

—

34m 53s

9/3/26

Emad Mostaque: AI Agents Just Broke Out On Their Own✨

AI agentsself-replicating technology+5

Emad Mostaque

OpenAIStability AI+1

—

AI agentsself-replicating agents+6

1inch

40m 30s

9/1/26

Will Clemente: Why The Hard Money Thesis Is Set To Explode Very Soon (Full Thesis)✨

digital assetsBitcoin+4

Will Clemente

Bitcoingold+4

IranYen+1

digital asset bull cycleTreasury Secretary+5

—

33m 26s

8/31/26

PUMP Is The Most Mispriced Business In Crypto (Here's Why) with RockawayX CIO Austin Barack✨

social tradingcrypto business+4

Austin Barack

Pump.funRockawayX

—

Pump.funsocial trading+6

1inchAQUA

26m 01s

8/28/26

Superstate CEO: How Stablecoins Are Setting Up The Biggest Tokenization Boom Yet (Here's Why)✨

stablecoinstokenization+4

Robert Leshner

SuperstateCompound+3

—

stablecoinstokenization+5

—

27m 29s

7/21/26

Plume GC: CLARITY Act Deadline Is Fast Approaching (Full Update)✨

digital assets regulationCLARITY Act+3

Salman Banaei

PlumeSEC+1

—

CLARITY Actdigital assets+5

—

27m 30s

7/18/26

Andre Cronje: The Biggest DeFi Boom Is Yet To Come (Entire Thesis)✨

DeFidecentralization+4

Andre Cronje

Flying TulipYearn Finance+2

—

DeFidecentralization+6

Better than Banks

57m 14s

7/15/26

Alex Shevchenko: NEAR & ZEC Are Set To Explode (Huge Catalysts Coming)✨

Confidential IntentsNEAR Protocol+4

Alex Shevchenko

NEARZcash+2

—

Confidential IntentsNEAR+5

Better than Banks

52m 08s

7/14/26

Hyperdash Co-founder: Hyperliquid Bull Thesis for 2026 (Updated View)✨

Hyperliquidstablecoins+4

Hanson Birringer

HyperdashHyperliquid+2

—

Hyperliquidstablecoins+5

Better than BanksCODE

30m 26s

7/11/26

Joseph Chalom: Ethereum Is Going On Offense (Full Thesis)✨

EthereumDeFi+4

Joseph Chalom

ETH LabsEthereum Institutional+2

—

EthereumDeFi+5

Better than Banks

29m 04s

7/10/26

Coinbase Head Of AI: Agentic Finance Is The Biggest Opportunity In Fintech (Full Explanation)✨

AI in financedigital assets+4

Lincoln Murr

CoinbaseCoinbase Advisor+2

—

CoinbaseAI+7

Better than Banks

24m 54s

7/9/26

Curve Founder: The Next Massive Expansion Is Coming (New Thesis)✨

FX marketsonchain finance+4

Michael Egorov

CurveThe Rollup+1

—

FX marketsonchain+5

Better than Banks

32m 36s

7/8/26

Chronicle CEO: RWAs Will Lead The Next Bull Market (Biggest Wave Ever)✨

digital assetsinstitutional investment+4

Niklas Kunkel

Chronicle LabsMakerDAO+3

—

digital assetstokenization+5

Better than Banks

59m 54s

7/5/26

Gracy Chen: Tokenized Equity Is The Next Biggest Trend In Digital Assets (What's Next)✨

tokenized equitydigital assets+4

Gracy Chen

BitgetBlackRock+1

—

tokenized stocksETFs+6

—

30m 21s

7/3/26

AntSeed Founder: The AI Inference Boom That Is Set To Explode (Here's Why)✨

AI inferencecrypto+4

Amos Meiri

AntSeedEthereum

—

AI inferenceAntSeed+4

—

28m 34s

6/11/26

David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)✨

digital assetscapital markets+4

David Schamis

Hyperliquid StrategiesCoinbase+6

—

HYPEPERE+6

Dinari

36m 24s

6/10/26

Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)✨

Decentralized AIQuantum Computing+4

Jake Brukhman

CoinFundGoogle+2

—

Decentralized AIAI Training+3

Infinifi

41m 07s

6/9/26

Frax Founder: The Future Of Stablecoins & Onchain Businesses (Why Now)✨

stablecoinsDeFi+3

Sam Kazemian

Frax Finance

—

Genius ActFRAX USD+3

Better than Banks

30m 19s

6/8/26

DeFi Dad: The Ethereum Bull Thesis In 2026 (What's New)✨

EthereumDeFi+4

DeFi Dad

RelayHyperLiquid+5

—

EthereumDeFi Dad+5

Better than Banks

38m 12s

6/7/26

Haseeb Qureshi: The Meteoric Rise of Perps (And The Next Massive Move)✨

Bitcoinperpetual contracts+4

Haseeb Qureshi

BitcoinBNB+3

—

Bitcoinperpetual contracts+6

APYX

31m 08s

6/6/26

Mert Mumtaz & Illia Polosukhin: What Happened to Zcash (Full Explanation)✨

ZcashNEAR Protocol+5

Mert MumtazIllia Polosukhin

NEAR ProtocolHelius+3

—

ZcashNEAR Protocol+6

Better than Banks

38m 16s

6/5/26

SVRN CEO: NEAR is Hitting On Revenue, Privacy, And AI At Once✨

digital assetsNEAR Protocol+4

Sal Ternullo

SVRNNEAR Protocol+1

—

NEARdigital assets+4

Better than Banks

21m 09s

6/2/26

Why PURR The Most Asymmetric Bet In The World (Entire Thesis) - Capital Flows & Jaymes Rosenthal✨

PUR gamma squeezemacro trading+5

Jaymes RosenthalCapital Flows

Capital FlowsThe Rollup+5

—

PURgamma squeeze+5

Better than Banks

46m 39s

5/30/26

Joseph Chalom: The Ethereum Bull Thesis in 2026 (Why Now)✨

Ethereumdigital assets+3

Joseph Chalom

SharpLinkBlackRock+2

—

EthereumETH+6

Dinari

36m 56s

5/29/26

Why Institutions Are Buying HYPE (And What Comes Next) - Bitwise Head of Research✨

digital assetsinstitutional investment+4

Ryan Rasmussen

BitwiseS&P 500+3

—

HYPE ETFBitwise+5

APYX

34m 45s

5/8/26

Is the Next Bitcoin Rally Being Funded by the AI Trade? | Michael Van Poppe✨

AI IPOsdigital assets+4

Michaël van de Poppe

The RollupZcash

—

BitcoinAI trade+6

—

19m 26s

5/7/26

The $2.2B Bet on Digital Assets' Institutional Future with Guy Wuollet✨

digital assetsventure capital+4

Guy Wuollet

a16zCrypto Fund V+1

financial capital of the world

digital assetsa16z+5

—

23m 49s

5/6/26

Is Robinhood About to Become the World's Financial Super App? with Johann Kerbart✨

Robinhoodcrypto revenue+5

Johann Kerbart

RobinhoodTokenized Summit+2

—

Robinhoodcrypto+5

APYX

17m 06s

5/1/26

Shashank Yadav on Why AI Agents Will Replace Hedge Funds✨

AI trading agentshedge funds+3

Shashank Yadav

Fraction AIGoldman Sachs

—

AI agentshedge funds+5

—

26m 07s

4/30/26

How Visa Is Dominating The Digital Asset Card Market | Joshua Moss✨

digital assetsstablecoins+4

Joshua Moss

VisaEther.fi+3

—

Visastablecoin+4

—

45m 50s

4/29/26

Adrian Fritz: Trillions Are Coming — Here's Where They Land✨

digital assetsETF flows+3

Adrian W. J. Fritz

21Shares

—

digital assetsETF+3

—

35m 45s

4/27/26

Cathie Wood: The Next Bull Market Is Here (…What It Will Look Like)✨

digital assetsinvestment strategies+4

Cathie Wood

BitcoinStablecoins+4

—

Cathie WoodARK Invest+7

—

50m 40s

4/25/26

Alfonso Gómez-Jordana on Why Every AI Agent Will Need a Wallet✨

AI agentscrypto payments+4

Alfonso Gómez-Jordana

CrossmintMastercard+1

—

AI agentswallets+5

—

27m 05s

4/23/26

Mike Dudas: The State of Digital Asset Investing in 2026 (What’s Changed)✨

digital asset investingcrypto VC+4

Mike Dudas

6th Man VenturesOpenAI+7

—

digital assetscrypto VC+7

—

45m 40s

4/21/26

Sky Co-founder: The Next Era of Onchain Finance Is Coming✨

DeFionchain finance+4

Rune Christensen

SkyMakerDAO+3

—

DeFi exploitsrisk model+3

—

44m 08s

4/20/26

Rob Hadick: Where Does DeFi Go From Here? (…And Why)✨

DeFidigital assets+4

Rob Hadick

DragonflyAave+1

—

DeFiexploit+4

—

45m 59s

4/18/26

Shuyao Kong on Why MegaETH Is the Only Option for Onchain Finance✨

MegaETHonchain finance+5

Shuyao Kong

MegaETHThe Rollup+4

—

MegaETHKPI token model+6

—

36m 20s

4/16/26

Charles Hoskinson: I Solved Privacy (How I Did It…)✨

privacy onchainquantum attack+4

Charles Hoskinson

MidnightCardano+3

—

privacyquantum attack+6

—

42m 50s

4/15/26

How Digital Assets Incentives Are Solving the Robotics Data Problem✨

digital assetsrobotics+5

Jansen Teng

Virtuals ProtocolThe Rollup

China

cryptorobotics+8

—

31m 23s

4/14/26

Why Saylor Is Wrong About the Quantum Threat | Alex Pruden✨

quantum threatblockchain security+4

Alex Pruden

Project ElevenEthereum+3

—

quantum threatblockchain+6

—

41m 39s

4/11/26

Vladimir Novakovski on Why Lighter Is Built for the Future of Finance✨

DeFifinance+4

Vladimir Novakovski

LighterHyperLiquid+2

—

LighterEVM+5

—

38m 37s

Market	Genre	Peak	Current	Trend
Canada	—	#118	#118	—
ID	—	#138	#138	—
Norway	—	#164	#164	—
SG	—	#167	#167	—
PT	—	#183	#183	—
TH	—	#192	#192	—

The Rollup

Insights from recent episode analysis

On the show

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Canada

ID

Norway

PT

SG

TH

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