The Rollup

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 digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 ETH Is Not Dead 01:16 Second Largest ETH Holder 02:33 Ethereum Wins The Scoreboard 04:20 Step Function Moment Coming 04:45 The Jeff Bezos Analogy...

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 leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 Largest HYPE ETF Launched 01:14 Why Only Two Issuers 02:37 200 Eyes On Crypto 03:52 Dollar In Dollar Out 04:38 In-House Sta...

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 serious investors. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 Intro And Background 01:18 Platform For Serious Investors 02:26 Alpha AI Research Ass...

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 platform. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 Intro And Recent Raise 00:38 Fintechs Going On Chain 01:27 Fun: Highest Converting On-Ramp 03:55...

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 Protocol. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:51 Arthur's Macro Thesis 01:32 AI Is National Defense 04:10 Full Port NEAR Zcash Hype 05:23 L1 Con...

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 Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:39 Four Banks Founded 01:09 First Native Digital Bank 02:54 Stablecoin Is A Receipt 03:45 Stapling Paper To C...

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 platform. The Rollup is where the leaders of digital assets and finance converge. Timestamps 00:00 Intro And Evan's Background 00:33 Thirty Years In Commodities 01:06 Why Gamma Prime Was Built 01:52 Client Spectrum Explained 03:09 Exotic Alts...

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, an AI-focused digital assets fund. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 Venice Grass NEAR AI Thesis Intro 01:30 Venice Privacy Overview 02:03...

Simon Taylor explains how Stablecoins are the WhatsApp for money. Simon Taylor is Founder of Fintech Brainfood, a leading digital finance newsletter. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 Intro And Simon's Background 01:08 Ten Years In Banking 01:37 Head Of Crypto At Barclays 2015 03:10 Western Uni...

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 zero-fee on-chain brokerage. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 $50M Raised 00:54 Ten Years In Quant And HFT 01:29 Q Capital Dorm Room Story 0...

Olivia joins this episode of Stabled Up to cover how Tokenized finance will be invisible. Olivia Vande Woude leads tokenization business development at Ava Labs, builders of Avalanche. The Rollup is where the leaders of digital assets and finance converge. Timestamps 00:00 Embedded Finance Defined 01:44 Tokenized Assets In Finance Stack 03:25 1500 Fintechs In LatAm And APAC 04:23 Ava Labs Trusted...

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 private decentralized AI inference platform. The Rollup is where the leaders of digital assets and finance converge. Timestamps 00:00 Intro 01:13 Why Venice Was Founded 02:07 2Mil Users Milestone 03:04 Crypto And AI Converge 04:43 Based AI Origin...

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 Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 Franklin Templeton Deal 01:15 Choke Point Era Survival 02:23 Global Adoption Not US Lens 05:01 Kraken'...

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 platform. The Rollup is where the leaders of digital assets and finance converge. Timestamps 00:00 Agent Finance Landscape 01:19 Q1 Agent Fi Report 02:17 Yield Agents Explained 03:04 Bots Vs AI Agents 05:15 Trading And Prediction Agents 07:11 Bot...

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 on-chain infrastructure platform for real world asset tokenization. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 Coinbase Picks Centrifuge 02:33 Tokenized Tre...

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 Poppe runs a multi-strategy hybrid digital assets fund based in the Netherlands. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps: 00:00 Intro 00:40 The Fund Exp...

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 Crypto, a venture capital fund that has been investing in crypto and web3 startups since 2013. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps: 00:00 Intro &...

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 Kerbart is SVP & GM of Crypto at Robinhood. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps: 00:00 Intro 00:04 Robinhood Since 2018 01:06 Prediction Markets 320...

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 infrastructure, and more. Shashank Yadav is Co-Founder of Fraction AI, ex-Goldman Sachs AI researcher. The Rollup is where the leaders of digital assets and finance converge. Timestamps: 00:00 Intro 00:25 Shashank's Background 01:32 Goldman Sachs AI R...

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 that is just opening up. Joshua leads stablecoin product strategy and go-to-market at Visa. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps: 00:00 Intro 00:38 Jos...

Adrian W. J. Fritz says the next one will be led by tokens that look like businesses. He joins The Rollup to break down ETF flows, the AI trade, and what institutions actually want from digital assets. Adrian W. J. Fritz is the Chief Investment Officer at 21Shares, one of the world's largest digital asset ETP issuers with nearly eight years of experience navigating bull and bear markets across...

Cathie Wood joins The Rollup to break down her innovation platforms thesis, the story behind her firm, ARK Invest and its foray into digital assets. She also unpacks her belief in the tokenization thesis, what 'good deflation' is, her "Big Four" crypto assets. We ask her about the 4-year cycle and where the macro liquidity landscape is currently at, and finally and agentic AI is...

Alfonso Gómez-Jordana joins AI Supercycle to break down scope cards, verifiable intents, and why Mastercard and Amex are now partnering with crypto-native infrastructure to power agent payments. Alfonso Gómez-Jordana is the founder of Crossmint, a programmatic finance infrastructure company building stablecoin enablement and AI agent payment solutions for developers, fintechs, and major card netwo...

Mike Dudas joins us in the Tokenization Tower to unpack the state of crypto VC, where flows are going, the stablecoin war, why pumpfun and Hyperliquid are misunderstood, how to think about Circle vs. Tether, OpenAI & Anthropic IPOs, and why now is a great time to invest in digital assets. Mike Dudas is the co-founder and General Partner of 6th Man Ventures, one of the most active early-stage d...

For this weeks Stabled Up episode, Sky co-founder Rune Christensen breaks down recent DeFi exploits, Sky's risk model, the future of yieldcoins, onchain lending, and why the next era of DeFi scale will be centered around risk management. Rune Christensen is the co-founder of Sky, formerly MakerDAO, the issuer of USDS. The Rollup is where the leaders of digital assets and finance converge. Live...