The Rollup

00:17:06

Is Robinhood About to Become the World's Financial...

The Rollup ·

2026/05/06

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 Intro00:04 Robinhood Since 201801:06 Prediction Markets 320%02:30 The Super App Vision02:52 Exchanges As Commodity03:32 Robinhood As DeFi Front End04:31 Abstracting

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00:26:07

Shashank Yadav on Why AI Agents Will Replace Hedge Funds

The Rollup ·

2026/05/01

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 Intro00:25 Shashank's Background01:32 Goldman Sachs AI Role03:35 Risk Over Returns04:19 Perps: Biggest Driver05:35 How Index Works07:04 Will AI Push Back?09:07 Why

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00:45:50

How Visa Is Dominating The Digital Asset Card Market...

The Rollup ·

2026/04/30

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 Intro00:38 Joshua's Visa Role02:31 Visa's Tipping Point05:09 Scale: 12B Endpoints05:38 1% Goes to Payments06:29 $6T

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00:35:45

Adrian Fritz: Trillions Are Coming — Here's Where...

The Rollup ·

2026/04/29

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 global markets.The Rollup is where the leaders of digital assets and finance converge. Live from the

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00:50:40

Cathie Wood: The Next Bull Market Is Here (…What It...

The Rollup ·

2026/04/27

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 converging with blockchain at scale.Cathie Wood is the CEO and CIO of ARK Invest, one of the world's

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00:27:05

Alfonso Gómez-Jordana on Why Every AI Agent Will Need...

The Rollup ·

2026/04/25

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 networks.The Rollup is where the leaders of digital assets and finance converge. Live from the financial

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00:45:40

Mike Dudas: The State of Digital Asset Investing in...

The Rollup ·

2026/04/23

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 digital asset funds with investments in Pump.fun, Plasma, Upshift, and others.The Rollup is where the

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00:44:08

Sky Co-founder: The Next Era of Onchain Finance Is...

The Rollup ·

2026/04/21

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 from the financial capital of the world.Timestamps:00:00 Intro01:10 Exploit Initial Reactions03:38 Fear

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00:45:59

Rob Hadick: Where Does DeFi Go From Here? (…And Why)

The Rollup ·

2026/04/20

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 where the leaders of digital assets and finance converge. Live from the financial capital of the

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00:36:20

Shuyao Kong on Why MegaETH Is the Only Option for...

The Rollup ·

2026/04/18

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 financial capital of the world.Timestamps:00:00 Intro00:40 MegaETH Launch Recap02:23 Post-Launch Pros &

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00:42:50

Charles Hoskinson: I Solved Privacy (How I Did It…)

The Rollup ·

2026/04/16

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 converge. Live from the financial capital of the world.Timestamps:00:00 Intro00:43 Why Big Companies Fail

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00:31:23

How Digital Assets Incentives Are Solving the...

The Rollup ·

2026/04/15

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 Intro00:47 Virtuals Protocol Recap03:53 The Westworld End Goal07:14 Data Collection Explained08:27 30 G1 Humanoids Launch10:49 Commercial Pilots Live11:52 Three

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00:41:39

Why Saylor Is Wrong About the Quantum Threat | Alex...

The Rollup ·

2026/04/14

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 BitcoinAlex 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 leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00

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00:38:37

Vladimir Novakovski on Why Lighter Is Built for the...

The Rollup ·

2026/04/11

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 finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro01:45 Lighter EVM

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00:47:25

Max Gokhman on Why the 60/40 Portfolio Is Dead

The Rollup ·

2026/04/10

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 the world.Timestamps:00:00 Intro02:14 Rise of 24/7 Trading05:30 NYSE's Blockbuster Moment08:45 Alpha

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00:46:45

Brian Wong: I Solved the AI Investment Playbook

The Rollup ·

2026/04/09

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 digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00

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01:00:08

Logan Jastremski: Will Hyperliquid Flip Solana?

The Rollup ·

2026/04/08

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 financial capital of the world.Timestamps:00:00 Intro02:51 SOL vs. HYPE Thesis05:30 Co-Location vs

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00:44:19

The Past, Present, And Massive Future of Stablecoins...

The Rollup ·

2026/04/07

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 stablecoin infrastructure companies with over eight years in the space. The Rollup is where the leaders of

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00:19:15

Aerodrome Co-Founder: 90% of Top 100 Tokens Are...

The Rollup ·

2026/04/04

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 Intro01:21 Top 100 Token Reshuffle03:15 Institutions & DeFi Builders04:45 Tokenized Equities on Chain06:44 Composability & DeFi Primitives07:43 AMMs vs. Order

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00:20:52

James Seyffart on Why 150 Digital Asset ETFs Are Coming

The Rollup ·

2026/04/03

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 financial capital of the world.00:00 Intro00:34 Adoption vs. Price Disconnect03:55 Blackrock Tokenizing Every

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