The Rollup

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...

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...