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 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…
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…
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…
The RollupHow N3xt Can Pay Back Every Customer Unlike JPMorgan
Scott Shay joins this episode of Stabled Up to tell us how Stablecoins are just receipts and more. Scott Shay is Founder of N3xt, a full reserve digital bank…
The RollupIs Bitcoin The Best Hedge For What's Coming? | Evan Szu
Evan Szu joins us on The Rollup to explains how a recession is coming before inflation. Evan Szu is CEO of Gamma Prime, a curated alternative investment…
The RollupAustin Barack: My AI Bull Thesis (...And What I'm Holding)
Austin Barack joins us for this episode of AI Supercycle to cover how exactly the AI privacy stack is undervalued. Austin Barack is Founder of Relayer Capital…
The RollupWhy Banks Are About To Make More Money From Stablecoins with Simon Taylor
Simon Taylor explains how Stablecoins are the WhatsApp for money. Simon Taylor is Founder of Fintech Brainfood, a leading digital finance newsletter. The…
The RollupVariational Founder: $50M Series A, RWA Perps, And TradFi Onchain (Why Now)
Lucas Schuermann joins The Rollup to cover how Variational raised $50M to build the on-chain brokerage. Lucas Schuermann is Founder and CEO of Variational, a…
The RollupHow Avalanche Is Powering The $2B Tokenization Wave | Olivia Vande Woude
Olivia joins this episode of Stabled Up to cover how Tokenized finance will be invisible. Olivia Vande Woude leads tokenization business development at Ava…
The RollupWhy Your AI Prompts Are More Personal Than Your Diary | BasedAI CEO
Teana Baker-Taylor joins this Episode of AI Supercycle to cover how your AI prompts are your diary and much more. Teana Baker-Taylor is CEO of BasedAI, a…
The RollupKraken CEO: How I Built a $20B Company
Arjun Sethi joins The Rollup and explains how Kraken is much more than an exchange. Arjun Sethi is Co-CEO of Kraken, a leading global digital assets exchange…
The RollupIs Agent Finance The Next Trillion-Dollar Wave? | Sam Green
Sam Green joins this episode of AI Supercycle to cover how AI agents are running DeFi. Sam Green is CEO of Cambrian Network, an AI financial intelligence…
The RollupBhaji Illuminati on How Centrifuge Became Coinbase's Tokenization Partner
Bhaji Illuminati joins us for this episode of Stabled Up to cover how Coinbase just picked Centrifuge. Bhaji Illuminati is CEO of Centrifuge, a leading…
The RollupIs the Next Bitcoin Rally Being Funded by the AI Trade? | Michael Van Poppe
Michaël van de Poppe joins The Rollup to cover how AI IPOs are about to mint billions and how smart money is rotating into digital assets next. Michaël van de…
The RollupThe $2.2B Bet on Digital Assets' Institutional Future with Guy Wuollet
Guy Wuollet joins The Rollup to cover how a16z just raised $2.2B for Crypto Fund V, and why the best is yet to come. Guy Wuollet is a General Partner at a16z…
The RollupIs Robinhood About to Become the World's Financial Super App? with Johann Kerbart
Johann Kerbart joins The Rollup in Miami for Tokenized Summit to cover how Robinhood hit $1B in crypto revenue, and tokenization, perps, plus more. Johann…
The RollupShashank Yadav on Why AI Agents Will Replace Hedge Funds
Shashank Yadav joins this episode of AI Supercycle to discuss how AI trading agents are coming for hedge funds, how Fraction AI is building that…
The RollupHow Visa Is Dominating The Digital Asset Card Market | Joshua Moss
Joshua Moss joins this episode of Stabled Up to cover how Visa is running a multi-billion dollar stablecoin settlement business, and the $6T B2B opportunity…