Where digital assets meet capital markets. Hosted by Robbie & Andy

The Rollup

Where the leaders of digital assets and finance converge. Live from the financial capital of the world. Website: https://therollup.co/

Author

Where digital assets meet capital markets. Hosted by Robbie & Andy

Category

Technology

Podcast website

therollup.co

Latest episode

Jul 10, 2026

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Episodes

Rollup TV: AI Supercycle, Rumor Mill, Privy, Stabled Up 10.10.2025

The Rollup TV is brought to you by: AltLayer: https://www.altlayer.io/ SQD: https://www.sqd.ai/ Kalshi: https://t.co/UEGdJMRFFZ NEAR: https://kalshi.onelink.me/1r91/kalshix Frax: https://frax.com Polygon: https://polygon.technology Talus: https://testnet.talus.network/testnet Relay: https://linktr.ee/relayprotocol Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify...

Ex-Fed Researcher: Why Stablecoins Will Replace Banks by 2030 10.10.2025

Stablecoins are quietly becoming the backbone of a new financial system: faster, cheaper, and more efficient than banks. For the 4th episode of Stabled Up, we sit down with former Fed researcher Thomas Cowan (Head of Tokenization @ Galaxy Digital) to unpack how stablecoins could outcompete banks, close the onchain/offchain gap, and redefine global capital efficiency. We discuss: - Fed Researcher →...

Why This Is The Most Bullish Macro Backdrop Ever with Felix Jauvin 08.10.2025

The debasement trade is here, and gold and Bitcoin are just getting started. In Episode 4 of Money Moves Fast, Felix Jauvin (host of @ForwardGuidanceBW) breaks down the biggest macro shift in a decade. We cover: • Trump’s three-step plan to seize the Fed • The $600B tariff question: stimulus or suicide? • Why gold and Bitcoin move together • How stablecoins are quietly replacing bank accounts • Wh...

Rollup TV: Blockworks, Delphi Labs and Nairolf 08.10.2025

The Rollup TV is brought to you by: AltLayer: https://www.altlayer.io/ SQD: https://www.sqd.ai/ Kalshi: https://t.co/UEGdJMRFFZ NEAR: https://kalshi.onelink.me/1r91/kalshix Frax: https://frax.com Polygon: https://polygon.technology Talus: https://testnet.talus.network/testnet Relay: https://linktr.ee/relayprotocol Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify...

Arthur Hayes: Trump’s Fed Takeover Will Send Bitcoin to $250K Before Year End 06.10.2025

Arthur Hayes says Bitcoin could hit $250K by year-end, and it all starts with Trump’s secret plan to take control of the Federal Reserve. In today's show, we explain how the next financial regime shift plays out, covering: • How Trump seizes control of the Fed • Why Lisa Cook is the final domino • Yield Curve control & regional banking strategy • HyperLiquid vs. Binance: the perpetual wars...

Why The AI Bubble Is Set To Explode (Soon) - Hang Yin 05.10.2025

AI is broken. Hang Yin, co-founder of Phala Network, believes the fix starts with privacy and open-source transparency. In the 3rd episode of AI Supercycle, our premiere AI weekly show presented by NEAR, we dive into: • Why current AI models are fundamentally unsustainable • How confidential computing could protect data in the AI era • The missing layer of encryption that no one talks about • Open...

Rollup TV: Thursday, October 2nd 03.10.2025

The Rollup TV is brought to you by: AltLayer: https://www.altlayer.io/ SQD: https://www.sqd.ai/ Kalshi: https://t.co/UEGdJMRFFZ NEAR: https://kalshi.onelink.me/1r91/kalshix Frax: https://frax.com Polygon: https://polygon.technology Talus: https://testnet.talus.network/testnet Relay: https://linktr.ee/relayprotocol Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify...

Curve's Co-Founder: This Is How We Unlock Bitcoin's Yield with Michael Egorov 02.10.2025

For the 3rd Episode of Stabled Up, we chat with Michael Egorov, Founder of Yield Basis, to cover: - The 40x Oversubscribed Yield Basis Launch - Solving DeFi's Impermanent Loss Problem - Modified ve-Tokenomics: Real Yield vs Token Rewards - Why Curve USD Could Hit Billions in Demand - Bitcoin, Ethereum & The Asset Expansion Roadmap - Stablecoin Supercycle Implications Timestamps: 00:00 Intr...

How Digital Assets Will Eat TradFi's Lunch - Ran Goldi 01.10.2025

Banks are finally being disrupted. With $200B in monthly stablecoin flows, Ran Goldi (VP Payments at Fireblocks) joins us for Episode Three of Money Moves Fast, to explain why digital assets could replace the banking rails we rely on today. We cover: - How $200B is already moving monthly through stablecoins - What building “the SWIFT for stablecoins” really looks like - The future of cross-border...

Rollup TV: Stabled Up EP 3, YieldBasis Sale, Unchained NewToken 01.10.2025

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

DeFi's Next Big Leg Is Coming (Soon) - Avichal Garg & Mike Silagadze 30.09.2025

Digital asset treasury companies are sitting on tens of billions in crypto, but it's mostly idle. That's changing fast. In today's episode, were joined by Mike Silagadze, CEO of Ether. Fi & Avichal Garg, GP at Electric Capital, to discuss: - Why DATs Will Send DeFi Into a Growth Mode Frenzy - What Assets Avichal Is Positioning In - Will There Be 5,000 New Crypto Billionaires by 203...

Rollup TV: Money Moves Fast EP #3 & zkVerify 30.09.2025

The Rollup TV is brought to you by:Boundless: https://beboundless.xyz/AltLayer: https://www.altlayer.io/Vertex: https://vertexprotocol.com/Subsquid: https://www.sqd.ai/Join The Rollup Family:Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd..Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbi...

Why Prediction Markets Will Become The Largest Financial Market with Kalshi Co-Founder Tarek Mansour 29.09.2025

We sit down with Tarek Mansour, co-founder and CEO of Kalshi, to cover: - From Goldman & Citadel to Building Kalshi - Why Every Question About the Future Deserves a Market - The $2B Vision: Becoming the Largest Financial Market - How Crypto Enables Permissionless Innovation - Prediction Markets x Streaming: The Future of Media - Kalshi Echo: 600+ Devs Building on Their Platform --- Website: ht...

Why AI Will Replace the Labor Force with Emad Mostaque 28.09.2025

Today we chat with Emad Mostaque to cover: -Why Open Source AI Is Non-Negotiable -Private Portable AI vs. Corporate Data Harvesting -Foundation Coin: A New Economic Model for AI -Organic Datasets & Cultural Bias in Training -His 50% P(doom) on AI Existential Risk -The Revenue Evil Curve Hitting ChatGPT -Post-Scarcity Economics: Who Gets Left Behind? The Rollup --- Website: https://therollup.co...

How Plasma Plans To Win The Trillion-Dollar Stablecoin Battle with Paul Faecks 27.09.2025

Today we sit down with Paul Faecks to cover: -Why Plasma's Launch Avoided All the FUD -280M Binance Users Getting On-Chain Yields -The $SPL Token Economics Strategy -Plasma One: Neo-Banking for the Unbanked -Competing With Visa at $50B+ Market Cap -Why "At Scale" Will Look Different in 5 Years -Tether Partnership & USDt Dominance The Rollup --- Website: https://therollup.co/ Spot...

Tether's $500B Valuation: Why Stablecoins Are Becoming The New Goldman Sachs with Carl Vogel and Bhau Kotecha 26.09.2025

In today's episode, we sit down with Carl Vogel of 6thMan Ventures and Bhau Kotecha of Paxos Labs to explore: -Tether's $500B Valuation: Bullish or Bearish? -AI Agents & Stablecoin Payment Rails -Stablecoins as US Derivatives Collateral -The Path to $1 Trillion Stablecoin Supply -Private Credit & On-Chain Lending Boom -Plasma Mainnet & The Stablecoin Chain Wars -Why Regulatory...

Why The Future of Interactive Streaming Is Onchain with Jesse Pollock 26.09.2025

Today we sit down with Jesse Pollak to cover: -How Base Flips the 95% Platform Tax on Creators -Control the Stream: Viewers as Remote Controllers -Creator Coins Done Right vs. Wrong -Why Mini-Apps Are the Future of Interactive Media -Building Creator Capital Markets from Scratch -The Emergence of Onchain Streaming Economies --- Website: https://therollup.co/ Spotify: https://open.spotify.com/show/...

Rollup TV: Base, Vaneck and Stabled Up EP #2 25.09.2025

The Rollup TV is brought to you by: AltLayer: https://www.altlayer.io/ SQD: https://www.sqd.ai/ Kalshi: https://t.co/UEGdJMRFFZ NEAR: https://kalshi.onelink.me/1r91/kalshix Frax: https://frax.com Polygon: https://polygon.technology Talus: https://testnet.talus.network/testnet Relay: https://linktr.ee/relayprotocol Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify...

Why T+2 Settlement Is About to Become Obsolete with Carlos Domingo 24.09.2025

We chat with Carlos Domingo to cover: -RLUSD Partnership: Instant Liquidity for BlackRock & VanEck -Why T+2 Settlement Is Becoming Obsolete -Tokenized Treasuries as High-Quality Collateral -Multi-Chain Strategy vs Payment Chain Wars -How 24/7 Markets Will Replace Traditional Hours -The Future of Atomic Settlement Let's dive in. The Rollup --- Website: https://therollup.co/ Spotify: https:/...

Rollup TV: Galaxy & Plume, Kalshi, DBA, Money Moves Fast Ep #2 24.09.2025

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

The End of Easy Crypto Leverage with Daniel Matuszewski 23.09.2025

In today's episode, we sit down with Daniel Matuszewski of CMS Capital to cover: -Why 2022's Credit Crunch Changed Everything -DATs: The New Market Drivers (And Their Risks) -The "Revenue Meta" vs Meme Coin Madness -Hyper Liquid's Threat to Binance -Coming Altcoin ETF Flood -Stablecoin Infrastructure Plays -Why Macro Matters Less Than Internal Flows Website: https://therollup...

The Rollup TV: AI x Crypto, 0G, CMS Holdings 22.09.2025

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

Ethereum Foundation Leaders: This Is Our Path to Global Adoption with Tim Beiko, Josh Rudolf, and Dankrad Feist 22.09.2025

In today's episode, we chat with Tim Beiko, Josh Stark, and Dankrad Feist to cover: -Why Ethereum Is Refocusing on L1 After Years of L2 Emphasis -The Coordination Challenge That Could Make or Break Ethereum -Balancing DeFi Experimentation with Institutional Requirements -What ZK Really Solves (Spoiler: Not Everything) -How TradFi Entry Changes Development Priorities -Can Neutrality Survive When Co...

The Rollup TV: Friday, September 19th 22.09.2025

The Rollup TV is brought to you by: Boundless: https://beboundless.xyz/ AltLayer: https://www.altlayer.io/ Vertex: https://vertexprotocol.com/ Subsquid: https://www.sqd.ai/ Join The Rollup Family: Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x...

Illia Polosukhin: This Is The Biggest Opportunity in AI 21.09.2025

In today's first episode of AI Supercycle, our premiere AI show, Illia Polosukhin, a co-creator of transformers at Google and NEAR co-founder, joins us to unveil the biggest trend in AI over the next 5 years: - Why OpenAI Reading Your Chats Is Just The Beginning - The AOL Monopoly Problem Coming to AI - How "Sleeper Agents" Hide in Your LLMs - NEAR's Private, Verifiable AI Soluti...

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