The Rollup

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...

Bitwise President Teddy Fusaro breaks down why institutional crypto adoption is just getting started. Teddy Fusaro is President of Bitwise Asset Management, one of the world's leading crypto asset managers. The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Live from the Empire State Building every week. Timestamps: 00:00 Intro...

Yuki Yuminaga, co-founder of Tenbin, breaks down exactly what's broken and how to fix it. Yuki Yuminaga is the co-founder of Tenbin, a tokenization protocol bringing precious metals, commodities, and yield-bearing FX assets on-chain via CME futures hedging. The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance, live from the Empire...

AI is about to automate your entire financial life... Alfonso, co-founder of Crossmint, joins The Rollup to discuss agentic finance, agent-scoped cards, stablecoin infrastructure, and the Western Union stablecoin play. About Alfonso Gómez-Jordana: Co-founder of Crossmint. Former founding PM at Google (reCAPTCHA, Firebase Auth, Actions) and third PM at WhatsApp. Building in crypto since 2012. The R...

Wall Street is choosing Ethereum, and Vivek Raman explains why the institutional flood is already underway, from tokenized assets and stablecoins to DeFi's coming renaissance and ETH repricing as a reserve asset. About Vivek Raman: Co-founder of Etherealize, bridging Wall Street and Ethereum. The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of ne...

The back-end of global finance has finally moved. Canton Network co-founder Eric Saranac joins The Rollup to explain this change. About Eric Saranac: Co-Founder of Digital Asset & Canton Network and has spent over a decade building infrastructure to bring real institutional use cases on-chain via Canton Network. The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-fac...

Our industry is going through a major regime shift. The Rollup kicks off its first episode live from the Empire State Building with a deep dive into tokenization, agentic finance, stablecoins, vaults, VC investing, portfolio management, and the consolidation changing this industry forever. The Rollup is where the leaders of digital assets and finance converge. Live from the Empire State Building e...

The old financial system is cracking, and Ethereum is what comes next. Joe Lubin joins The Rollup to cover the end of the trust supercycle, why the world's largest institutions are now deploying on-chain, and how MetaMask is becoming your personal money operating system. Joe Lubin is the Co-Founder of Ethereum and Founder & CEO of Consensys, which is currentlly the leading Ethereum software co...

Hunter Horsley, CEO of Bitwise Asset Management, joins The Rollup to discuss the institutionalization of crypto, why the four-year cycle may be a self-fulfilling prophecy, how AI is transforming internal operations, and why allocations are set to grow far beyond what most expect. The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Ti...

Your AI agent just ordered 5 pizzas, and you couldn't stop it... George Zeng, CPO at NEAR, joins The Rollup to discuss the security flaws in open-source AI agents, why Iron Claw was rebuilt from the ground up in Rust, and what it takes to actually trust an agent with your personal data. George Zeng is one of the leading Layer 1 blockchains focused on user-owned AI and decentralized application...

Erik Voorhees, founder of Venice AI and the man behind ShapeShift, crypto's first non-custodial exchange, sat down with The Rollup live at NearCon to make a bold case: the AI industry has a censorship problem, and the crypto ethos is the cure. From the origins of ShapeShift post-Mt. Gox, to why he thinks cryptocurrency was ultimately built for AI agents, to his blunt take on SBF's bid for...