Shows / The Rollup
The Rollup
Where digital assets and finance converge. Live from the financial capital of the world. Website: https://therollup.co/
Episodes
The RollupGrayscale Research Lead: Privacy Assets Are The Final Frontier For Massive Upside (Our Predictions)
Zach Pandl joins us for an investing masterclass on how to allocate to privacy in the age of AI. He breaks down how Grayscale converted its nine-year-old Zcash…
The RollupAerodrome Co-Founder: What Coinbase Just Did Changes Everything (Here's Why)
Alex Cutler breaks down how Coinbase's partnership with Aerodrome turned cbBTC into the top-traded Bitcoin venue onchain within a week, and explains why he…
The RollupCircle Head Of AI: Agents Are Already Eating All Of Finance (Writing Is On The Wall)
Circle's new agentic finance wizard Shafu Elfouly joins us to unpack why he's betting his career on the acceleration of agentic finance. He breaks down x402…
The RollupARKInvest Digital Assets: The Next Bull Market Will Be The Biggest Ever (What We Expect)
ARKInvest Digital Asset team Raye Hadi and Lorenzo Valente join us for a state of digital assets special. We debate whether token buybacks actually create…
The RollupMert & Dev: Zcash Is About To Explode (Full Project Update)
Mert Mumtaz and Dev, the Osmosis founder now leading Zcash scaling at Valor Group, join us to explain the massive developments in Zcash as of late.The two of…
The RollupUnderneath The Hood Of The Rapidly Growing Neobank Sector With Rain CTO Charles Yoo-Naut
Rain Co-Founder Charles Yoo-Naut joins us for a look underneath the exploding neobank sector, which has exploded from $5m/month to $250m+/month in crypto-card…
The RollupAndy & Robbie: Do Token Buybacks Actually Work? (Full Data-Backed Breakdown)
Robbie and Andy debate Morpho founder Paul Frambot's controversial take that token buybacks are "shooting yourself in the foot" versus the market's clear…
The RollupSharpLink & Lido: Why $200M Just Went Into ETH Staking (Here's Why)
Joseph Chalom and Kean Gilbert break down why SharpLink staked $200 million in ETH through Lido, making the case that unlike Bitcoin, Ethereum is a natively…
The RollupNPC Labs CEO: The Biggest Shift In AI Is Happening In Front Of Your Eyes (Everything You Need To Know)
Daryl Xu joins us to explain the biggest shift happening in AI. He introduces B3 IQ, a platform that lets anyone rent-to-own AI compute instead of relying on…
The RollupBitwise: Why Institutions Are Buying Ethereum For The Long Haul (Majors vs. Apps)
Bitwise's CIO Matt Hougan and Head of Research Ryan Rasmussen break down why institutional ETF investors kept buying through the summer's 50% drawdowns and…
The Rollupzerohash CEO: Wall Street's Biggest Are All In On Tokenization (What This Means)
Edward Woodford, CEO of zerohash breaks down their new Visa Direct partnership, which lets Visa move value instantly across its 12 billion endpoints in over…
The RollupVanEck Research Head: Why This Isn't The AI Bubble Everyone Fears (Here's Why)
Matthew Sigel breaks down why the AI buildout looks more like the 19th-century railroad boom than a bubble about to pop, comparing capital scale, financing…
The RollupJesse Pollak: Base Is Winning Trading, Stablecoins, And Payments (The Numbers Prove It)
Jesse Pollak joins us on CLARITY week to break down how Base is leading in trading, onchain finance, and payments. He also explains how x402 agentic payments…
The RollupCLARITY Final Countdown With Jesse Pollak, Haseeb, Santiago Santos, Katherine Kirkpatrick Bos & Olivia Vande Woude
CLARITY final countdown special today on the show.We're getting the legal, investor, builder, and the onchain business-impact angles in today's show.00:00…
The RollupHaseeb Qureshi: Why The Market Doesn't Care About CLARITY (Here's Why)
Haseeb Qureshi breaks down why crypto markets have become numb to CLARITY Act headlines, and explains why Western Union partnering with Dragonfly portfolio…
The RollupCody Carbone: We've Never Been This Close To CLARITY (Full Breakdown)
Cody Carbone breaks down the real vote count behind the CLARITY Act and explains why ethics has become "the whole ballgame" holding up trillions in potential…
The RollupEleanor Terrett: Why CLARITY Is Likely To Happen This Year (Detailed Explanation)
Eleanor Terrett breaks down the state of play on the CLARITY Act just before the August recess deadline, unpacking the ethics language dividing Democrats and…
The RollupVladimir Novakovski: Why Robinhood Chain And Lighter Both Bet On Ethereum (Composability Thesis)
Vladimir Novakovski breaks down why both Lighter Core and Robinhood Chain sit on top of Ethereum, and how ZK proofs let market makers move capital between…
The RollupSam Kazemian: The New Frax Bull Thesis For 2026 (Full Breakdown)
Sam Kazemian makes the case that there's no hidden "dead body" under this digital assets cycle, and he breaks down how GENIUS-compliant stablecoins could power…
The RollupJito Chief Legal Officer: Inside The 600-Page Clarity Act (Full Breakdown)
Rebecca breaks down the 600-page CLARITY Act, from its unprecedented ethics language to the extensive new rulemaking powers it hands regulators, and explains…
The RollupEthereum’s Sleeping Giant Just Woke Up - 1inch Co-Founder on Launch of Aqua
Sergej Kunz breaks down 1inch's new Aqua protocol, built on research showing liquidity providers left over $150 million in fees on the table, and explains how…
The RollupMorpho CEO: Vaults Are The Next 100x In Asset Management (Institutional Appeal)
Paul Frambot breaks down how Morpho's new Midnight protocol lets curators price risk directly, unlocking under-collateralized lending onchain for the first…
The RollupCysic Founder: Why The Compute Market Is Getting Ready to Explode (Biggest In The World)
Leo Fan breaks down why the real bottleneck in AI isn't model intelligence but a persistent GPU shortage driving up inference costs, even as open-source models…
The RollupJohann Kerbrat: Inside Robinhood's Crypto Strategy (Full Explanation)
Johann Kerbrat breaks down Robinhood Chain's explosive first three weeks and explains the strategy behind bringing tokenized equities, DeFi, and stablecoin…
The RollupWisdomTree Digital Assets BD: Tokenization Is The Biggest Shift In Finance Happening Today (Full Thesis)
Maredith Hannon breaks down why WisdomTree built its own end-to-end tokenization platform rather than relying on partners, and explains why she believes…
The RollupPlume GC: CLARITY Act Deadline Is Fast Approaching (Full Update)
Salman Banaei breaks down the state of play in DC on the CLARITY Act, from the ethics fight holding up Democratic support to the DeFi and conflicts-of-interest…
The RollupAndre Cronje: The Biggest DeFi Boom Is Yet To Come (Entire Thesis)
Andre Cronje breaks down why he believes decentralization is dead as a design goal, and unpacks how Flying Tulip is rebuilding DeFi composability. He also…
The RollupAlex Shevchenko: NEAR & ZEC Are Set To Explode (Huge Catalysts Coming)
Alex Shevchenko breaks down Confidential Intents, NEAR's new privacy layer that brings bank-level confidentiality to every DeFi primitive, and explains why a…
The RollupHyperdash Co-founder: Hyperliquid Bull Thesis for 2026 (Updated View)
Hanson Birringer breaks down why Hyperliquid is the purest way to express the bull case on perps, tokenization, and stablecoins all at once, and unpacks the…
The RollupJoseph Chalom: Ethereum Is Going On Offense (Full Thesis)
Joseph Chalom makes the case that Ethereum has the license to win and is finally going on offense to prove it, backed by ETH Labs, Ethereum Institutional, and…
The RollupCoinbase Head Of AI: Agentic Finance Is The Biggest Opportunity In Fintech (Full Explanation)
Lincoln Murr breaks down why Coinbase is building toward a post-AGI economy where autonomous agents hold their own financial accounts and transact using…
The RollupCurve Founder: The Next Massive Expansion Is Coming (New Thesis)
Michael Egorov breaks down why FX markets are slowly but inevitably moving onchain, driven by real demand from crypto-native fintechs rather than a big…
The RollupChronicle CEO: RWAs Will Lead The Next Bull Market (Biggest Wave Ever)
Niklas Kunkel breaks down the strange divergence between record institutional bullishness on digital assets and the apathy in digital asset-native circles. He…
The RollupGracy Chen: Tokenized Equity Is The Next Biggest Trend In Digital Assets (What's Next)
Gracy Chen breaks down how Bitget evolved into a universal platform offering tokenized stocks, ETFs, bonds, forex, and pre-IPO positions, shares the 10% vision…
The RollupAntSeed Founder: The AI Inference Boom That Is Set To Explode (Here's Why)
Amos joins us to break down why inference is the new oil and companies will hedge inference costs the same way airlines hedge jet fuel, why AntSeed is open…
The RollupVladimir Novakovski: The Rise of Perps In Mainstream Finance (Robinhood Partnership Explained)
Yesterday Robinhood hosted their “The World is Flat” event where they announced the Robinhood chain mainnet & deepened relationship with Lighter, amidst many…
The RollupVirtualBacon: The Next Bull Market Is Here (Full Thesis)
VirtualBacon Dennis Liu breaks down why Bitcoin at 58K is deep value territory, why the four year cycle has repeated exactly as expected and isn't going…
The RollupMoneyGram CEO: Tokenization & Stablecoins Are Set To Explode (Why We're Betting Big On It)
MoneyGram CEO Anthony Soohoo breaks down why launching MGUSD was a vertical integration play straight out of Apple's microprocessor playbook, why MoneyGram's…
The RollupPortal VC Founder: How To Invest In A Post-AI World (Huge Changes)
Evan Fisher breaks down why blockchain is more analogous to legal technology than financial technology, why AI-proof moats in crypto are network effects…
The RollupFomo Co-Founder: The FOMO Bull Thesis For Trading Crypto (Be Early)
Se Yong Park breaks down why FOMO is building the trading app for the rest of us... any chain, any asset, never miss out again, why AI will commoditize content…
The RollupWalletConnect CEO: The WalletConnect Bull Thesis (Billions In Volume)
Jess Houlgrave breaks down why 2026 is the year of non-USD stablecoins with USDC losing Mica compliance, 30 European banks now issuing a euro stablecoin, and…
The RollupTrace CEO: We Built A $10B Volume Stablecoin Company (How We Did It)
Bernardo Brites breaks down why the Brazilian real is uniquely positioned for a stablecoin, why being pro-banking rather than anti-banking is the only path to…
The RollupHester Peirce: The Positive Future of Digital Asset Regulation (Huge Catalysts Coming)
SEC Commissioner Hester Peirce breaks down the state of digital asset regulation in the USA. She joins us to talk through the Rule 611 trade-through proposal…
The RollupSam Boboev: The AI x Fintech Bull Case (My Full Thesis)
Sam Boboev breaks down why stablecoins are the native currency of AI agents, why Mastercard's $1.8B blockchain acquisition and Visa's OpenAI partnership signal…
The RollupAlex Cutler: The Aerodrome Bull Thesis for 2026 (Expansion Plans)
Alexander Cutler breaks down the state of investing in tokens, why Aerodrome is already the number one onchain exchange for Bitcoin, Ethereum, and FX volume…
The RollupInside NEAR: 10+ Years Building Toward the Agent Economy with Illia Polosukhin
From pioneering the Transformer architecture now used in every AI stack to building the rails for the agent economy, NEAR Co-Founder Illia Polosukhin connects…
The RollupVladimir Novakovski: Lighter Bull Thesis For 2026 (What’s Changed)
Vladimir Novakovski sits down with Andy & Robbie to break down the Lighter bull thesis from The Tokenization Tower in NYC. We discuss Lighter's escape hatch…
The RollupDavid Schamis: HYPE Is The Best Asset In The World (Bull Thesis)
David Schamis breaks down why PERE now holds over 10% of HYPE's circulating supply, why the Coinbase and Circle deal added $200M in annual buybacks that the…
The RollupJake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)
Jake Brukman breaks down why a swarm of decentralized agents beat Google's quantum circuit research in a week, why decentralized training on consumer hardware…
The RollupFrax Founder: The Future Of Stablecoins & Onchain Businesses (Why Now)
Sam Kazemian breaks down why the Genius Act's 120-day default acceptance is the most bullish structural change for compliant stablecoins, why you can't vibe…
The RollupDeFi Dad: The Ethereum Bull Thesis In 2026 (What's New)
DeFi Dad breaks down why lighter's ETH escape hatch makes it the most underrated security feature versus HyperLiquid, why RWA tokenization will eventually…
The RollupHaseeb Qureshi: The Meteoric Rise of Perps (And The Next Massive Move)
Dragonfly's Haseeb Qureshi breaks down why Bitcoin is not an honest macro asset, why domestic perps will disappoint compared to offshore, and why BNB has been…
The RollupMert Mumtaz & Illia Polosukhin: What Happened to Zcash (Full Explanation)
Illia and Mert break down why the Zcash situation is a known ZK circuit trade-off and not the infinite mint catastrophe the market priced in, why Project…
The RollupSVRN CEO: NEAR is Hitting On Revenue, Privacy, And AI At Once
Sal Ternullo joins this episode of AI Supercycle and breaks down why NEAR is a very unique asset in digital assets right now, how intents are building toward a…
The RollupWhy PURR The Most Asymmetric Bet In The World (Entire Thesis) - Capital Flows & Jaymes Rosenthal
Capital Flows and Jaymes Rosenthal join The Rollup to discuss how the PUR gamma squeeze is already happening.Capital Flows and Jaymes Rosenthal are macro…
The RollupJoseph Chalom: The Ethereum Bull Thesis in 2026 (Why Now)
Joseph Chalom explains why ETH is not dead.Joseph Chalom is CEO of SharpLink, the second largest corporate ETH holder.The Rollup is where the leaders of…
The RollupWhy Institutions Are Buying HYPE (And What Comes Next) - Bitwise Head of Research
Ryan Rasmussen joins us to explain how HYPE is the most obvious buy.Ryan Rasmussen is Head of Research at Bitwise, a digital assets manager.The Rollup is where…
The RollupStephen Sikes on Why Public's Agentic Brokerage Changes Everything
Stephen Sikes joins us on this episode of AI Supercyle and explains how the agentic brokerage is live.Stephen Sikes is COO at Public, an investing platform for…
The RollupAlex Fine on Why Fintechs Going Onchain Is The Biggest Opportunity Right Now
Alex Fine joins this episode of Stabled Up and explains how fintechs are going on chain.Alex Fine is Founder of Fun, the highest-converting on-chain payments…
The RollupArthur Hayes & Illia Polosukhin: Privacy Is The Last 1000x (NEAR & ZEC)
Arthur and Illia join The Rollup to cover how privacy is massively mispriced.Arthur Hayes is the Maelstrom CIO; Illia Polosukhin is the co-founder of NEAR…