The Rollup

Will Nuelle from Galaxy Ventures reveals how stablecoin cards in emerging markets generated fatter margins than cross-border payments, catching everyone off guard. We cover Rain's series C, why people in Thailand and Vietnam are replacing bank deposits with internet dollars, and Galaxy's December investment in on-chain loan servicing. We cover: - WalletConnect x Ingenico: 40M Terminals Now...

WalletConnect just grew into 40 million payment terminals worldwide. Jess Houlgrave, CEO of Wallet Connect explains how their Ingenico partnership lets customers pay with stablecoins at checkout while merchants receive instant fiat settlement without any off-ramping or Visa rails, and includes lower fees. We cover: - WalletConnect x Ingenico: 40M Terminals Now Accept Crypto - Why B2B Stablecoin Pa...

AI agents need blockchains. Most AI crypto projects miss why. In this episode of AI Supercycle, Sandeep Nailwal, Co-Founder of Sentient and Founder of Polygon challenges the AI x crypto narrative. We explore why the overlap is smaller than expected, how blockchain serves as payment rails for agents, Sentient's reasoning framework, and why most "AI crypto" projects miss the point. We...

Tokenized assets could be crypto's next megatrend with trillions waiting to flow onchain. In today's episode, we sit with Zach Rynes from Chainlink to explore their Atlas acquisition, how SVR recaptures liquidation value, and why institutional-grade infrastructure positions DeFi for the tokenization era ahead. We discuss: - The Atlas Acquisition: Scaling SVR Across Chains - How Chainlink R...

DeFi is evolving into something new, "Neo Finance."In today's episode, we sit down with Kendall from Proximity Labs, Alex Zinder from Blockdaemon, Royal Fool from Templar Protocol, and Rishabh Gupta from EncryptTrade to explore how traditional finance is converging with crypto infrastructure. We discuss: - Why Isolated Lending Models Will Dominate - The $100 Trillion Asset Tokenizati...

Airdrops are broken. Cap Protocol has the fix. In this episode of Stable Up, Ben and Dave from Cap Protocol sit down with Rob to explain why they're dropping stablecoins instead of tokens, how Cap hit $500M TVL in 5 months, and what the "Homestead" campaign launching in 8 days means for DeFi. We discuss: - Why They're Dropping Stablecoins, Not Tokens - How Cap Hit $500M TVL in 5...

Intents are reshaping cross-chain infrastructure, but where does value actually accrue? Haseeb Qureshi, Avichal Garg, and Matt Kummel break down the intents investment thesis, how to allocate capital across the stack (apps, protocols, solvers), and why institutions will drive trillions in intent volume. We discuss: - Why NEAR Intents Hit $11B in Volume - The Intents Investment Thesis: Where to All...

The US military is now using ZK proofs to secure autonomous drones in combat. Ismael Hishon-Rezaizadeh from Lagrangedev breaks down why private AI is the only path forward for the USA, how ZK proofs are securing defense systems, and why blockchain has become critical for AI security. We discuss: - Why ZK Proofs Are Securing Autonomous Drones - The Defense Industry's Crypto Pivot - How Private...

Neo finance is having its breakout year already. Chuk Okpalugo reveals why distribution beats issuance for stablecoins, how the barbell thesis explains issuers vs applications, and what the reserve management's commoditization means for the liquidity dynamics of onchain RWAs. Plus…who is set to win the neo finance category, and why M0's modular approach is the key to interoperability. We c...

The Claude Code renaissance is here. In today's episode, Nick Emmons from Allora reveals why Claude Code is about to explode, sharing master-level tips that separate good vibe coders from great ones. We break down context graphs, multi-agent workflows, Ralph Wiggum automation, and practical prompting strategies to level up your AI coding game. This is the next big thing in AI. We discuss: - Wh...

A new category is being born, and it's going to reshape crypto investing. In this episode, we sit down with Vance Spencer and Michael Anderson of Framework to explore the rise of neo-finance and how 2026 creates crypto's Magnificent 7. Vance and Michael break down Sky, Sirup and the 3-4 assets worth owning, sustainable yields vs Ponzinomics 2.0, why equity outcomes are surging, and the big...

Token buybacks are about to change everything in 2026. In this episode, we sit down with Jordi Alexander of Selini Capital to explore the token buyback playbook that actually works. Jordi breaks down systematic vs strategic buyback approaches, the 2026 market outlook, real businesses going onchain in the tokenization wave, and which revenue-generating apps are undervalued right now. We discuss: -W...

2026 is the year stablecoins go full stack. In this episode of Stable Up, Sam Kazemian joins us to discuss why end-to-end integration matters more than ever. From Stripe orchestration to DeFi utility, we explore which stablecoins will dominate this year's hockey stick growth phase. We discuss: - The Year of Unification: Token Economics Clarity - End-to-End Stablecoin Integration (Stripe, Bridg...

SharpLink holds more ETH than the Ethereum Foundation. Here's why that matters. In this episode, Rob sits down with Joseph Chalom, founder of SharpLink and former head of digital assets at BlackRock, to explore how Ethereum will tokenize all of finance. Joseph breaks down native staking vs liquid staking strategies, why the 40-day unstaking queue is a business opportunity, and why we're st...

In this episode, we sit down with Haseeb Qureshi from Dragonfly to review his 2025 predictions, grade his calls, and reveal what's actually coming in 2026. Haseeb breaks down stablecoins exploding 60% through neo-banking cards, DeFi consolidating into 3 major players, Big Tech acquiring crypto wallets, and why prediction markets will steamroll everything. We discuss: -Bitcoin Hits 150K, But Altcoi...

AI Singularity 2030 comes before quantum breaks crypto. Are you ready? In this episode, we sit down with Jan Camenisch from Rialo and Jens Groth, Chief Scientist at Nexus, to explore the eternal trade-off between privacy and verifiability. Jan and Jens break down the real threats facing crypto, why ZKVMs cost 100,000X more than native computation, and how blockchain becomes the only way to secure...

Real-world assets exploded from $5B to $20B in 2025, and 2026 could hit $400B. In this episode of Money Moves Fast, we sit down with Chris Yin and Teddy Pornprinya of Plume Network to review 2025's explosive RWA growth and predict what's coming in 2026. Chris and Teddy break down the duration vs liquidity trade-off, private credit's $22B onchain opportunity, and why fed rate cuts are s...

AI agents are moving from demos to managing real capital and replacing hedge fund managers in the process. In this episode of AI Supercycle, we sit down with Pei Chen of Theoriq to explore how AI agents are transitioning from proof-of-concepts to autonomous economic agents managing real money. Pei breaks down the trust problem around letting AI control our money and what happens when white-collar...

Stablecoins led one of the most important years in crypto progress. Supply surged. Yield went onchain. Tokenization exploded. Now, a handful of protocols started to separate themselves from the rest. In this episode, the StableWatch team breaks down what actually happened in stablecoins this year, why growth accelerated so fast, and which yield-bearing models we think matter heading into next year...

The vast majority of altcoins won't return to all-time highs and they don't deserve to. In this episode, Lark breaks down his portfolio strategy and reveals which assets are actually worth holding for the next 10 years. We also covered Wall Street's tokenization wave, the XRP vs Chainlink banking debate, and why retail is getting left out of the biggest wealth transfer in crypto histor...

AI promises autonomous agents that book flights and handle tasks. We're not there yet but 2026 might change everything. In this episode of AI Supercycle, we sit down with Teng Yan of Chain of Thought to explore when AI agents will actually work autonomously and who really owns the AI powering them. Teng breaks down the data center space race, crypto-AI infrastructure traction, and whether we&#...

Do Kwon's getting 15 years. DTCC just unlocked quadrillions for tokenization. And the stablecoin chain wars are heating up. In this episode of Stabled Up, Sam Kazemian of Frax Finance and Rob Montgomery of InfiniFi break down how DTCC's SEC approval changes everything for onchain finance. Sam and Rob reveal the dynamics reshaping payment chains and why Korean Won, Brazilian Riyal, and Turk...

Banking still sucks. Kraken is fixing it. In this episode of Money Moves Fast, we sit down with Mark Greenberg of Kraken to explore how neo banks are replacing traditional finance and why Kraken's Krak app might be the catalyst. From spending any asset anywhere to tokenized equities on Solana and Ethereum, Mark breaks down Kraken's vision for democratizing access to global markets, why DeF...

Retail has been replaced. Institutional capital now controls 90% of crypto. In this episode, we sat down with Michael Anderson and Vance Spencer of Framework to discuss why 3-4 crypto projects will actually survive, why Bitcoin dominance doesn't matter anymore, and what the Clarity Act means for DeFi's institutional unlock in 2026. We covered: - Why The Four-Year Cycle Just Broke - How 25...

An AI agent with no hidden motives or data harvesting dream or reality? In this episode of AI Supercycle we sit down with Illia Polosukhin of NEAR Protocol to explore what happens when your AI actually belongs to you. With $7B flowing through NEAR Intents and the launch of NEAR AI Cloud, Illia explains how hardware-enabled privacy unlocks AI agents that users actually own and control. We discuss:...