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 RollupMatt Hougan & Ryan Rasmussen: The Next Bull Run Is Already Here (There Are No Sellers Left)
Matt Hougan and Ryan Rasmussen say the money that was going to leave digital assets already left, and once the Anthropic IPO passes, the floodgates could open…
The RollupArush Sehgal: Tokenized Clearing Is The Next Big Unlock (Full Interview)
Arush Sehgal joins us for an insider look at the clearing breakthrough that could change how every tokenized asset trades. Alpaca's Head of Digital Assets…
The RollupCZ: Why Tokenization Will Open U.S. Markets To The Rest Of The World
CZ joins us in NYC the same morning he rang the Nasdaq opening bell, with a clear message: tokenization is how the rest of the world gets access to U.S…
The RollupTarun Chitra: Quantum Money Is The Next Frontier For Digital Assets (Full Interview)
Tarun Chitra says the future of money will be built to survive even if all of today's cryptography breaks. In this conversation, he explains why Ethereum works…
The RollupIllia Polosukhin, Alex & Anton: Why Confidential AI Is The Next Big Shift
Illia Polosukhin, Alex and Anton say the future of AI and finance is confidential and user-owned, and they think NEAR is set to lead it. In this conversation…
The RollupSandy Kaul: The First Institutional Bull Run Has Begun (Strong Hands Now)
Institutions are extremely underexposed to digital assets, and Sandy Kaul says this quiet market is exactly the time to position. Tokenizing since April 2021…
The RollupAlex 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…
The RollupSam 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…
The RollupAvalon 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…
The RollupDan 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 RollupKrista 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…
The RollupArthur 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…
The RollupIllia 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…
The RollupKeone 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…
- The Rollup
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…
The RollupTJ 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…
The RollupDinari: 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…
The RollupMatt 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…
The RollupTom 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…
The RollupSergey 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…
The RollupRob 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…
The RollupVlad 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…
The RollupJoseph 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…
The RollupEric 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…
The RollupNathan 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…
The RollupDragonfly'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…
The RollupSe 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…
The RollupCarlos 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…
The RollupEthena 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…
The RollupKevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis)
Kevin O’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…
The RollupCircle 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…
The RollupWill Peck: How WisdomTree Went From $30M To Over $1 Billion Onchain (Full Breakdown)
WisdomTree's Head of Digital Asset's Will Peck joins us for Episode #1 of Convergence, our new institutional product for sophisticated investors in partnership…
The RollupCMS Holdings: The Next Bull Market Is Upon Us (How To Position For Success)
CMS Holdings operator Dan joins us for a conversation about positioning for the next bull market. Tokenized equities end up bigger than stablecoins, and Dan…
The RollupSam Kazemian & Raagulan Pathy: Why Neo Banks Are Quietly Selling Themselves (Full Interview)
Raagulan Pathy says KAST becomes a $100 billion company or it fails outright. There's no in-between, and he explains exactly why on this episode. The KAST…
The RollupJohn Gillen: Ethereum Will Fly From Here And Most Investors Aren't Ready (Here's Why)
John Gillen says Ethereum could hit $4,000 before the end of the year, and he's been making that case in a viral essay series called Wartime Ethereum. The…
The RollupFelix Jauvin: Why The Fiat Debasement Trade Is Set To Explode Soon (Full Portfolio Construction)
Felix Jauvin says he's as bullish as he ever has been on digital assets and thinks the bottom is in. He's also been quietly rotating Bitcoin into Zcash and he…
The RollupDan Held: SpaceX Will Hit $100 Trillion Market Cap In 20 Years (The Detailed Thesis)
Dan Held joins us to unpack what it means to become a generational investor in today's world. For reference, he bought Bitcoin in 2012 and recently sold a lot…
The RollupArthur Hayes: Ethereum Will Outperform The Entire Market (It’s My Biggest Position)
Arthur Hayes joins us for a session to understand the underlying economic forces leading to a massive digital assets bull market in the coming months and…
The RollupJake Chervinsky: Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained)
Jake Chervinsky joins us in the Tokenization Tower to explain the path for Hyperliquid to enter the US markets. Trump said "Hyperliquid" on national television…
The RollupSEC Crypto Chief Counsel: Robinhood Stock Tokens Are Just The Beginning (Our Pro-Innovation Mindset)
Taylor Lindman calls in during a pivotal moment of Robinhood Chain stock token mania to debrief us on how the SEC is approaching tokenization. He explains how…
The RollupRyan Watkins: Hyperliquid Will Dominate Global Finance (It’s Coming To USA)
Ryan Watkins joins the show for an updated view on the digital assets bull market Are traders are about to become bigger celebrities than athletes? Well, maybe…
The RollupEmad Mostaque: AI Agents Just Broke Out On Their Own
Emad Mostaque breaks down the viral story of OpenAI's self-replicating agents that left "hieroglyph-like" trails for successive generations before breaking out…
The RollupWill Clemente: Why The Hard Money Thesis Is Set To Explode Very Soon (Full Thesis)
Will Clemente joins us for an update on the imminent digital asset bull cycle. He breaks down the significance of Treasury Secretary Scott Bessent's long-bond…
The RollupPUMP Is The Most Mispriced Business In Crypto (Here's Why) with RockawayX CIO Austin Barack
Austin Barack breaks down why Pump.fun isn't really a meme coin platform. Rather, it's building social trading infrastructure that's about to expand across…
The RollupSuperstate CEO: How Stablecoins Are Setting Up The Biggest Tokenization Boom Yet (Here's Why)
Robert Leshner joins us to unpack his vision of the tokenization supercycle with the explosion of stablecoins as the core undercurrent. He breaks down why over…
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…