The Rollup

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

DAT fever is cooling, but institutions aren't slowing down. We sit down with Ilya from August and Shiliang from Monarq to explore what happens when treasury products saturate the market and Asian capital floods later-stage DATs. We cover whether buying call options instead of spot is becoming the new institutional playbook and the systemic risks lurking below. The Rollup Website: https://thero...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

We're in the first inning of digital asset treasury companies reshaping institutional crypto adoption. Today we sit down with Michael Anderson from Framework Ventures to explore how MicroStrategy's playbook is spreading. With Ethereum ETFs trading below NAV and treasury companies preparing debt issuance once they hit $10 billion, we're seeing early signs of crypto's institutional f...

How should crypto acquisitions be handled? In today's episode, Robinson from Wormhole explains why they countered Layer Zero's Stargate bid with $120 million in USDC. With less than 1% voter turnout and a 96-hour timeline that made due diligence impossible, Robinson argues the process was fundamentally broken. We cover the messy reality of DAO governance, intertwined voter interests, and why Robin...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

In today's episode, we sit down with S.Y. Lee of Story Protocol to cover: -The Real Reason Behind Jason's Departure -Token Unlock Misconceptions Debunked -Why Story's Revenue Numbers Look So Low -The $80 Trillion IP Market Vision -Major Korea Announcements Coming Soon -Building Consumer-First Crypto Infrastructure Let's jump in The Rollup 𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

DeFi is growing up, and the numbers tell a different story than the hype suggests. In today's episode, we sit down with Lorenzo Valente from ARK Invest to explore how institutional capital is quietly reshaping crypto infrastructure. Lorenzo breaks down why this cycle feels different. From transparent on-chain leverage versus 2021's hidden risks to how stablecoins and tokenization are the real grow...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

The DAT meta is everywhere, but is it sustainable? We sit down with Rob Hadick from Dragonfly to cut through the noise. Rob breaks down why he thinks we're hitting exhaustion on digital asset treasury companies, where the real institutional capital is coming from, and why traditional founders are finally making the jump into crypto. We dive into prediction markets fatigue, why Dragonfly is dou...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

Every crypto cycle, someone tells you to compromise on security to "onboard the masses." It always blows up. In today's episode, we sit down with Ian Rogers from Ledger to explore why "storytelling plus time equals value" - and why self-custody will always matter. Ian breaks down how we're witnessing the digitization of all value, not just information, and why that changes everything. Let's get in...

In today's episode, AltcoinSherpa to explore: - Why Traditional Boom-Bust Patterns Might Be Dead - The Era of Mini-Cycles: 1-3 Months Action, Months of Chop - Why YZY Launch Flopped vs Trump's Meteoric Rise - Sherpa's Late-Cycle Strategy & Death of Narrative Rotations - How Institutional Money Altered Crypto's Rhythm Let's jump into it. The Rollup Website: https://therollup...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

The UX problem is the only thing standing between Arbitrum and mainstream adoption. In today's episode, Stephen Goldfeder from Offchain Labs and Derek Chiang from ZeroDev discuss their acquisition and what it means for the Arbitrum ecosystem. While Arbitrum solved scaling, UX fragmentation remains. Their collaboration will deliver gasless transactions, seamless cross-chain experiences, and pas...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

In today's episode, we sit down with Zach Rynes to explore: Why Chainlink Is Actually Flipping XRP The Link Reserve: First Ever Off-Chain Revenue Buyback Program Swift, JP Morgan, UBS: Who's Really Working With Who? XRP's NDA Narratives vs. Chainlink's Public Partnerships What To Expect at the Upcoming Swift Conference The Infrastructure Play That's Winning Institutions The Rol...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

Imagine taking the best of stablecoins and applying it to stocks. That’s what Ondo Global Markets is doing. In today's episode, we chat with Ian from Ondo Finance about their new Ondo Global Markets platform. Basically, it lets you wrap any publicly traded stock into a token you can mint or burn instantly, just like a stablecoin. We explore why tokenized stocks could finally make US capital ma...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

On-chain intelligence is eating the world. In today's episode, we sit down with Miguel from Arkham Intelligence to explore how they've transformed blockchain analytics from raw transaction hashes into human-readable intelligence. We dive into how Arkham identifies treasury companies buying hundreds of millions in ETH and why they're giving away what used to cost millions. From detectin...

ETH hits $4,500 and suddenly everyone's a believer again. Funny how that works. In today's episode, we take a trip back to crypto's wild west with NotSoFast, one of the OG speculative miners from 2016. Before PumpFun – there was spec mining and rescuing $2 million worth of PIVX from a dusty storage locker. His take on today's treasury company mania? His wildest dreams were surpasse...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

How would you launch an application in crypto today? Why do we need more than one CLOB? In today's episode, we sit down with Preston Evans, CTO of Sovereign Labs, to explore how builders can escape the throughput prison that's held crypto back for years. We cover why CLOBs need sub-100 millisecond response times, how Bullet leverages their infrastructure, and the vision for bringing everyt...