The Rollup

Rob Hadick joins us in the Tokenization Tower to cover the $292M exploit this weekend unpacking how it happened, what this means for the future of low-risk DeFi, why DeFi founders are still treating finance like software, and his views on investing and predicting what comes next for onchain finance. Rob Hadick is General Partner at Dragonfly, a leading digital asset venture fund. The Rollup is whe...

Shuyao joins The Rollup to break down the KPI token model, novel asset strategy, and why MegaETH is building a fashion brand, not a blockchain. Shuyao Kong is the co-founder of MegaETH, the highest throughput Ethereum Layer 2 focused on real-time blockchain performance and consumer-grade user experiences. The Rollup is where the leaders of digital assets and finance converge. Live from the financi...

Charles Hoskinson joins The Rollup to cover the Midnight launch, privacy onchain, ZEC & NEAR, how 34% of Bitcoin supply is vulnerable to quantum attack right now, how BIP 361 may be the only way to stop it, and much more. Charles Hoskinson is the founder of Midnight and co-founder of Cardano, with 15+ years in digital assets. The Rollup is where the leaders of digital assets and finance conver...

Jansen Teng thinks crypto is the missing piece to scale robots globally. Jansen Teng is founder of Virtuals Protocol, the leading agentic commerce platform with $500M in agent-to-agent transactions and counting. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps: 00:00 Intro 00:47 Virtuals Protocol Recap 03:53 The Westwo...

Alex Pruden joins The Rollup to break down the quantum threat to every major blockchain, why Saylor's "just hard fork it" answer is not enough, and why Ethereum may actually be better positioned than Bitcoin Alex Pruden is the CEO and co-founder of Project Eleven, the leading company building post-quantum cryptography solutions for digital asset networks. The Rollup is where the lead...

Vlad Novakovski joins The Rollup to break down the Lighter EVM launch, the valuation disconnect vs. HyperLiquid, and why the future of finance runs on DeFi rails. Vladimir Novakovski is the co-founder of Lighter, a ZK-powered on-chain exchange built on Ethereum for trading perps, spot, and tokenized assets with zero fees for retail users. The Rollup is where the leaders of digital assets and finan...

Franklin Templeton's Deputy CIO Max Gokhman breaks down why 60/40 is dead, how $1.7T heads onchain, and why TradFi and DeFi are merging into one market. Max Gokhman is Deputy CIO at Franklin Templeton Investment Solutions, managing $1.7T across equities, fixed income, and digital assets. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of...

Brian Wong joins this episode of AI Supercycles to break down his barbell investment strategy for the AI boom, why the real AI x digital assets trade is in stablecoin app layer companies, and much more. Brian Wong is a serial entrepreneur and co-founder of Ascii Ventures, a fund focused on behind-the-scenes infrastructure and boring tech that powers daily life. The Rollup is where the leaders of d...

Logan Jastremski joins The Rollup to break down why blockchains are really just global exchanges, why localized ingestion beats co-location as a trading model, and more. Logan Jastremski is the co-founder of Frictionless Capital, a venture fund focused on high throughput blockchains and trading infrastructure. The Rollup is where the leaders of digital assets and finance converge. Live from the fi...

Kory Hoang joins this episode of Stabled Up to break down his full stablecoin taxonomy, Polymarket's new stablecoin, how stablecoins have evolved into multiple secotrs, why 'payments money' and 'savings money' can never be the same asset, how he thinks about Ethena's new backing strategy, and more. Kory Hoang is the CEO and co-founder of Stably, one of the earliest stableco...

Alex Cutler joins The Rollup live from Digital Asset Summit to break down why DEXs are producing more fees than the chains they run on but worth a fraction of their market cap, and more. Alex Cutler is the co-founder of Aerodrome, the largest DEX on Base and one of the fastest-growing liquidity protocols in DeFi. Timestamps: 00:00 Intro 01:21 Top 100 Token Reshuffle 03:15 Institutions & DeFi B...

James Seyffart joins The Rollup live from DeFi Day to break down why 150 crypto ETF filings are in the pipeline, what Blackrock tokenizing every ETF actually means, and more. James Seyffart is a senior ETF research analyst at Bloomberg Intelligence and one of the most followed voices on digital asset ETFs. The Rollup is where the leaders of digital assets and finance converge. Live from the financ...

Randi Hindi joins The Rollup live from DeFi Day in Cannes to make the case for Fully Homomorphic Encryption over ZK and TEEs, why permissioned blockchains will lose to public chain, and more. Rand Hindi is the CEO and co-founder of Zama, the leading builder of Fully Homomorphic Encryption infrastructure for public blockchains. The Rollup is where the leaders of digital assets and finance converge....

Theo Golden, Tokenization Lead at Baillie Gifford, joins The Rollup live from DeFi Day to break down why direct tokenization beats the wrapped model for institutions, how 19 financial intermediaries are collapsing to three, and more. Theo Golden is the Tokenization Lead and bond portfolio manager at Baillie Gifford, one of the UK's largest active asset managers with $300 billion AUM. The Rollu...

Stani Kulechov joins The Rollup live from DeFi Day to reflect on the V4 announcement & break down the hub-and-spoke architecture, how Aave is positioning for RWAs and tokenized equities, the Whop integration bringing 21 million fintech users into DeFi, his vision for abundance, and more. Stani Kulechov is the founder of Aave, one of the largest and most resilient DeFi lending protocols in the...

David Schamis, CEO of Hyperliquid Strategies, joins us in the Tokenization Tower in NYC to break down how they raised $888M, why most other DATs are in trouble, his Hyperliquid bull & bear case, why HIP-3 changed everything, and updates from his company. David Sheamus is the CEO of Hyperliquid Strategies, the largest DAT for Hyperliquid. He is also co-founder and CIO of Atlas Merchant Capital,...

Jeff Park, CIO of ProCap Financial, joins The Rollup live from DAS New York to break down his Radical Portfolio Theory, why US Treasuries should be called the "risk full rate," the truth about private credit, and why STRK is more interesting than most people think. Jeff Park is the CIO of ProCap Financial and the creator of Radical Portfolio Theory, a framework for next-generation portfo...

Frax founder Sam Kazemian joins Stabled Up to break down why the Clarity Act's yield restrictions actually benefit DeFi-native stablecoins, how Frax and Tether come out on top, and much more. Sam Kazemian is the founder of Frax Finance, the creator of the world's first fractional-algorithmic stablecoin and the Genius-compatible frxUSD. The Rollup is where the leaders of digital assets and...

Santiago Santos, founder of Inversion, joins The Rollup live from DC Blockchain Summit to break down why most tokens aren't investable, the Hyper Liquid commodities thesis, and more. Santiago Santos is a prolific angel investor and founder of Inversion. He was also an early backer of Polymarket. The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leader...

Felix Jauvin, Head of Content at Blockworks and macro trader, joins The Rollup live from the conference floor to break down why he's bullish on the dollar, bearish on gold, and more. Felix Jauvin is the Head of Content at Blockworks and host of Forward Guidance. Felix covers everything from Fed policy and FX to commodities and crypto market structure. The Rollup is where the leaders of digital...

Rob Greer, Partner at Stillcore Capital, joins AI Supercycle to make the bull case for TAO, break down the best subnets to watch, and more Rob Greer is a Partner at Stillcore Capital, one of the only funds in the world exclusively focused on decentralized AI with a primary focus on the BitTensor ecosystem. Stillcore's GP roster includes Rob, Mark, and All In podcast member Jason Calacanis. The...

Evan Cheng, CEO and Co-Founder of Sui, joins The Rollup to discuss tokenization, AI agent infrastructure, Sui's business model evolution, and more. Evan Cheng is the CEO and Co-Founder of Mysten Labs, the team behind Sui, one of the fastest-growing Layer 1 blockchains. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestam...

Iggy Ioppe, CIO of Theo Network, joins Stable Up to break down how Theo is generating native yield on tokenized gold, why they built on Hyper Liquid, and more. Iggy Ioppe is the Chief Investment Officer of Theo Network, a gold-backed yield stablecoin protocol built on Hyper Liquid. Iggy brings 15+ years of traditional finance experience spanning private equity at Bain Capital, prop trading at Cred...

James Ross, Founder of Synth, joins AI Supercycle to break down the BitTensor bull thesis, how subnets are generating real revenue, and more. James Ross is the Founder of Synth, a BitTensor subnet running decentralized data science competitions to model volatility. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps: 00:0...

Adam Minehardt, Head of Policy at Chainlink, joins The Rollup live from DC Blockchain Summit to break down the Clarity Act, stablecoin yield negotiations, and more. As Head of Policy of Chainlink, Adam Minehardt sits at the intersection of DeFi infrastructure, TradFi adoption, and D.C. policymaking. The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leader...