The Rollup

Jason Yanowitz, co-founder of Blockworks, joins us today to unveil his frameworks for how crypto media has evolved into multi-million dollar information empires. We discussed: - Why Crypto CPMs Are Higher Than Trad Media - The "Messy Middle" That Kills Most Media Companies - How The House-of-Brands Strategy Really Works - Why People Follow Personalities, Not Publications - Onchain IPOs:...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Mantle: https://www.mantle.xyz/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Summer: https://summer.fi/ 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: h...

TraderMayne, co-founder of Breakout and an OG influencer, joins us today to discuss the state of the markets and how he is positioning for 2025. We discuss who actually moves markets, whether institutions will kill CT influence, and what it takes to identify if you're actually good at trading versus just lucky. We also ask him about the dispersion in performance across many tokens, his takes o...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Mantle: https://www.mantle.xyz/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Summer: https://summer.fi/ 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: h...

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Mantle: https://www.mantle.xyz/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Summer: https://summer.fi/ 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: h...

Rune Christensen, co-founder of what was once MakerDAO and is now the Sky Ecosystem, joined us to answer timely questions about one of DeFi's most dramatic protocol transformations. With a renewed focus on revenue (and a ton of ground to show for it - to the tune of $99M in Q1), Sky is poised to have a big rest of the year. We discussed how SKY staking offers real yield through protocol revenu...

The "institutions are coming". This meme has been crypto's biggest false promise, but the truth behind it is more complicated than most people think. In today's episode, we chat with Pranov from VanEck about how institutional money really enters crypto. We explore the shift from traditional venture approaches to a focus on liquid tokens as companies start launching tokens instead...

The Rollup TV is brought to you by: Celestia: https://celestia.org/ Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Mantle: https://www.mantle.xyz/ Omni Network: https://omni.network/ Vertex: https://vertexprotocol.com/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow...

The Rollup TV is brought to you by: Celestia: https://celestia.org/ Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Mantle: https://www.mantle.xyz/ Omni Network: https://omni.network/ Vertex: https://vertexprotocol.com/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow...

Stablecoin fragmentation is getting worse before it gets better, and that's exactly where the biggest opportunities lie. In today's episode, we sit down with Ryne, the founder of Eco to explore how stablecoins have become crypto's most successful product and why their fragmentation across chains creates massive opportunities. We cover why new issuers are challenging Tether and Circle, how purpose-...

The Rollup TV is brought to you by: Celestia: https://celestia.org/ Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Mantle: https://www.mantle.xyz/ Omni Network: https://omni.network/ Vertex: https://vertexprotocol.com/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow...

Felix Jauvin AKA 'Fejau', Host of Forward Guidance Podcast, joins us today to answer questions about the macro outlook, fiscal dominance, Bitcoin & Gold, and what's coming next in the global markets. What happens when the obvious Bitcoin play everyone saw coming actually works? In this convo we explore his viral "BTC: The Trade After the Trade" thesis and whether it holds up heading into July....

Mike Dudas, general partner at 6th man ventures, answers some intriguing questions about his views on revenue, apps, and memes. One general trend was made clear throughout the conversation: The era of valueless tokens is ending and the market is shifting its focus toward actual value creation. We also explore how crypto is maturing beyond pure speculation. Mike shares his insights on why buyback m...

The Rollup TV is brought to you by: Celestia: https://celestia.org/ Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Mantle: https://www.mantle.xyz/ Omni Network: https://omni.network/ Vertex: https://vertexprotocol.com/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow...

The Rollup TV : Monday, June 2nd Timestamps 00:00 Concentrated Liquidity and Trading Dynamics 02:52 Community Building vs. Customer Generation 06:08 Navigating Pre and Post TGE Strategies 09:01 The Role of Oracles in DeFi 11:55 Yield Opportunities in DeFi 14:45 Hidden Gems and Overlooked Yields 18:01 Balancing Risk and Return in DeFi 21:04 Starting in DeFi: Tips for Newcomers 36:46 Jacquelyn Intro...

FinTech is just lipstick on a pig. Same banks, same problems, better UI. In today's episode, we sit down with Sid Gandhi, CEO of PolyBase Labs, who's building Payy. Their mission is to bring money you actually own and can use. While everyone chases meme coins, Sid is solving real problems: frozen Venmo accounts, inaccessible financial services, and crypto's coming Cambridge Analytica moment. We ex...

Trading psychology meets crypto's most explosive new ecosystem. In today's episode, we sit down with Flood, founder of Insilico Trading, to explore Hyperliquid and what separates traders who make it from those who crash out. We dive into the James Wynn phenomenon – zero to $87 million in 70 days, then losing almost everything in five. Flood breaks down the psychology behind these swings and reveal...

The era of "build it and they will come" is over. Crypto projects need real revenue, real users, and real sustainability. Or they just won't survive. In this episode, we chat with Kenny from Manta about the shift happening in the industry. No longer are we just experimenting; it's all about finding product-market fit. We dig into why DeFi is still crypto's biggest use case, h...

AI agents handling your money sounds terrifying, until you realize the alternative is trusting humans with complex DeFi strategies. In today's episode, we sit down with Sean Li, founder of Newton & Magic, to explore how verifiable AI agents could transform crypto UX forever. Sean's building AI that executes financial transactions while proving every step cryptographically. We dive into...

The Rollup TV presents: Mammoth May. The Rollup TV is brought to you by: Celestia: https://celestia.org/ Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Mantle: https://www.mantle.xyz/ Omni Network: https://omni.network/ Vertex: https://vertexprotocol.com/ Frax: https://frax.com/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P...

The dollar is going on-chain. In this episode, we sit down with Sam Kazemian and Stani Kulechov to unpack the Genius Act, a pivotal piece of legislation that could turn stablecoins into legal money. We explore what this means, why banks are against it, and how Frax and Aave are positioning for the shift. Sam talks FRAX USD and why stablecoins and AI are the hottest sectors right now. Stani shares...

The Rollup TV presents: Mammoth May. The Rollup TV is brought to you by: Celestia: https://celestia.org/ Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Mantle: https://www.mantle.xyz/ Omni Network: https://omni.network/ Vertex: https://vertexprotocol.com/ Frax: https://frax.com/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P...

Jordi Alexander, founder of Selini & Chief Alchemist at Mantle sat down with us to discuss a wide variety of pressing topics. We explore everything from loan-call option models that set the stage for token dumps to MicroStrategy's risky auction dynamic. Jordi shares why Bitcoin still stands as the only true macro asset, why ETH is struggling, and why the summer might not be as bullish as e...

The Rollup TV presents: Mammoth May. The Rollup TV is brought to you by: Celestia: https://celestia.org/ Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Mantle: https://www.mantle.xyz/ Omni Network: https://omni.network/ Vertex: https://vertexprotocol.com/ Frax: https://frax.com/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P...

Haseeb Qureshi, managing partner at Dragonfly, answers some tough questions with a variety of topics relevant to the market today. In today's episode of Mammoth May, we talk about: Hunting early-stage gems at Dragonfly while giants like Nakamoto raise $710M for passive BTC exposure What Brian Armstrong understood to take Coinbase to the S&P 500 Whether Robinhood can outmaneuver Solana (or vice...