The Rollup

00:41:27

Arthur Hayes: Ethereum Will Outperform The Entire...

The Rollup ·

2026/09/07

Arthur Hayes joins us for a session to understand the underlying economic forces leading to a massive digital assets bull market in the coming months and years.The money printer is about to flip back on and Arthur Hayes says the Euro/Yen exchange rate is the tell everyone's missing. He gets into why Japan's forced unwinding of its massive carry trade, combined with France's brewing bond market crisis, all but guarantees a faster pace of dollar liquidity creation. He also makes the case

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00:43:42

Jake Chervinsky: Hyperliquid Is Set To Enter The US...

The Rollup ·

2026/09/07

Jake Chervinsky joins us in the Tokenization Tower to explain the path for Hyperliquid to enter the US markets.Trump said "Hyperliquid" on national television and Jake Chervinsky was there to watch it happen live. He explains why perpetual futures are already coming to the US through the CFTC, why Hyperliquid is infrastructure rather than a competitor to exchanges like Coinbase and CME, and why the silver and oil market breakouts proved this technology is bigger than crypto. He also

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00:28:56

SEC Crypto Chief Counsel: Robinhood Stock Tokens Are...

The Rollup ·

2026/09/06

Taylor Lindman calls in during a pivotal moment of Robinhood Chain stock token mania to debrief us on how the SEC is approaching tokenization.He explains how Reg Crypto could be the biggest shakeup to token fundraising since the JOBS Act and Taylor Lindman just laid out exactly how it works. She breaks down why tokenized "stock tokens" from Robinhood and others are legally structured more like debt instruments than equity, and unpacks the SEC's new proposal for progressive decentralization: a real

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00:34:53

Ryan Watkins: Hyperliquid Will Dominate Global...

The Rollup ·

2026/09/05

Ryan Watkins joins the show for an updated view on the digital assets bull marketAre traders are about to become bigger celebrities than athletes? Well, maybe or maybe not.He breaks down why Hyperliquid's real endgame was always taking share from Binance and Coinbase, not just onchain rivals, and makes the case that barbell portfolio of store-of-value assets and revenue-generating businesses is only getting started. He also unpacks why social trading platforms like fomo could become the

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00:40:30

Emad Mostaque: AI Agents Just Broke Out On Their Own

The Rollup ·

2026/09/03

Emad Mostaque breaks down the viral story of OpenAI's self-replicating agents that left "hieroglyph-like" trails for successive generations before breaking out and taking over internal services, and explains why he believes intelligence's cost is racing toward zero. He also unpacks Intelligent Internet's Bitcoin-forked monetary thesis for a post-AGI economy, and details his plan to launch state-by-state "champion" institutions designed to keep ownership of AI agents

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00:33:26

Will Clemente: Why The Hard Money Thesis Is Set To...

The Rollup ·

2026/09/01

Will Clemente joins us for an update on the imminent digital asset bull cycle. He breaks down the significance of Treasury Secretary Scott Bessent's long-bond buybacks before Jackson Hole, explaining why the move to backstop yields could force excess liquidity into the system and make Bitcoin & other digital assets an increasingly attractive hedge. He also unpacks his financial repression thesis, a potential "Treasury-Fed Accord 2.0," and why he expects Bitcoin and gold's

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00:26:01

PUMP Is The Most Mispriced Business In Crypto (Here's...

The Rollup ·

2026/08/31

Austin Barack breaks down why Pump.fun isn't really a meme coin platform. Rather, it's building social trading infrastructure that's about to expand across chains and asset types and explains why the market is mispricing one of the fastest-growing businesses in the world by treating its revenue as cyclical rather than durable. He also discusses the ongoing debate over buybacks as a value accrual mechanism, and identifies the categories he believes are best positioned heading into the next bull

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00:27:29

Superstate CEO: How Stablecoins Are Setting Up The...

The Rollup ·

2026/08/28

Robert Leshner joins us to unpack his vision of the tokenization supercycle with the explosion of stablecoins as the core undercurrent. He breaks down why over a dozen major banks including Bank of America, Wells Fargo, and Santander, just announced plans to launch their own stablecoins, and explains why he left Compound to build Superstate, a compliant, tokenized approach to money market funds and real-world assets. He also makes the case that tokenization's addressable market isn't just

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00:26:19

Grayscale Research Lead: Privacy Assets Are The Final...

The Rollup ·

2026/08/26

Zach Pandl joins us for an investing masterclass on how to allocate to privacy in the age of AI. He breaks down how Grayscale converted its nine-year-old Zcash trust into an ETF, following the same playbook that took its Bitcoin trust public, and explains why rising AI-powered surveillance is the real catalyst driving renewed interest in financial privacy. He also details the Ironwood upgrade's quantum resistance improvements, his ZEC targets, and why he's so bullish on the future of privacy

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00:35:33

Aerodrome Co-Founder: What Coinbase Just Did Changes...

The Rollup ·

2026/08/25

Alex Cutler breaks down how Coinbase's partnership with Aerodrome turned cbBTC into the top-traded Bitcoin venue onchain within a week, and explains why he believes the same playbook is about to repeat with tokenized equities at a $100 trillion addressable market. He also unpacks Coinbase's thesis that 10% of global GDP could move onchain within five years, and why he thinks true beneficial ownership structures represent a "leapfrog moment" over earlier synthetic tokenized stock

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00:26:45

Circle Head Of AI: Agents Are Already Eating All Of...

The Rollup ·

2026/08/24

Circle's new agentic finance wizard Shafu Elfouly joins us to unpack why he's betting his career on the acceleration of agentic finance. He breaks down x402, the 30-year-old unused HTTP payment status code that stablecoins finally activated, letting AI agents pay for API access with one unified wallet instead of juggling dozens of subscriptions and API keys. He also takes us through Circle's full agent stack offering a glimpse into the future where anyone can deploy an agent with instant

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00:49:54

ARKInvest Digital Assets: The Next Bull Market Will...

The Rollup ·

2026/08/22

ARKInvest Digital Asset team Raye Hadi and Lorenzo Valente join us for a state of digital assets special. We debate whether token buybacks actually create value or if the correlation with top performers is just circular logic. They also tackle the trillion dollar question: whether Solana and Ethereum even need to capture fee revenue if they're hosting trillions in assets, and why Hyperliquid's app-layer monetization model might be the smarter blueprint than base-layer fees.Raye Hadi is a

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00:43:15

Mert & Dev: Zcash Is About To Explode (Full Project...

The Rollup ·

2026/08/21

Mert Mumtaz and Dev, the Osmosis founder now leading Zcash scaling at Valor Group, join us to explain the massive developments in Zcash as of late.The two of them break down how over 90% of Zcash's supply migrated out of the Orchard pool following the Ironwood upgrade, addressing the vulnerability fears that spread across the community. They also unpack the upcoming Tachyon upgrade's post-quantum vision, and exactly how Zcash will get there.Mert Mumtaz is the CEO of Helius, a leading Solana

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00:32:59

Underneath The Hood Of The Rapidly Growing Neobank...

The Rollup ·

2026/08/19

Rain Co-Founder Charles Yoo-Naut joins us for a look underneath the exploding neobank sector, which has exploded from $5m/month to $250m+/month in crypto-card volume in less than a year. He breaks down how Rain went from a stablecoin-backed card issuer for crypto-native DAOs to a platform powering over 200 card programs, including a landmark partnership with Western Union and more.Charles Yoo-Naut is the Co-Founder and CTO of Rain, a stablecoin-backed card issuing platform that powers programs for

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00:23:33

Andy & Robbie: Do Token Buybacks Actually Work? (Full...

The Rollup ·

2026/08/18

Robbie and Andy debate Morpho founder Paul Frambot's controversial take that token buybacks are "shooting yourself in the foot" versus the market's clear reward for programmatic buybacks from Hyperliquid, Lighter, and Pump. They break down Luca Prosperi's corporate finance framework for when buybacks make sense based on market conditions and return on equity, and make the case that too many projects launched tokens before they had a business generating enough revenue to justify

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00:35:04

SharpLink & Lido: Why $200M Just Went Into ETH...

The Rollup ·

2026/08/17

Joseph Chalom and Kean Gilbert break down why SharpLink staked $200 million in ETH through Lido, making the case that unlike Bitcoin, Ethereum is a natively productive asset that treasury companies have a duty to put to work. They unpack why a proposal to cut Ethereum's staking issuance would undermine the risk-free rate anchoring DeFi lending and push institutions toward competitors like Solana, and explain why native yield is becoming the standard institutional playbook for ETH exposure.Joseph

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00:42:23

NPC Labs CEO: The Biggest Shift In AI Is Happening In...

The Rollup ·

2026/08/14

Daryl Xu joins us to explain the biggest shift happening in AI. He introduces B3 IQ, a platform that lets anyone rent-to-own AI compute instead of relying on centralized API providers, and makes the case that using decentralized inference has a hidden cost most people overlook: your proprietary data. He also explains why inference demand keeps climbing even as GPU prices depreciate slower than expected.Daryl Xu is the Co-Founder and CEO of NPC Labs, a core contributor to the B3 ecosystem and creator

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00:45:19

Bitwise: Why Institutions Are Buying Ethereum For The...

The Rollup ·

2026/08/12

Bitwise's CIO Matt Hougan and Head of Research Ryan Rasmussen break down why institutional ETF investors kept buying through the summer's 50% drawdowns and explain why they expect the next bull market to look a lot different than previous ones. They also make the case that ETF flows are expanding, what institutional allocators really want to buy, and the long-term forecasts for top digital assets.Matt Hougan is the Chief Investment Officer at Bitwise, and Ryan Rasmussen is the Head of

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00:22:51

zerohash CEO: Wall Street's Biggest Are All In On...

The Rollup ·

2026/08/11

Edward Woodford, CEO of zerohash breaks down their new Visa Direct partnership, which lets Visa move value instantly across its 12 billion endpoints in over 190 countries using stablecoins. He explains how zerohash quietly powers stablecoin infrastructure for Stripe, Morgan Stanley, and BlackRock's BUIDL fund. He also makes the case that stablecoins are just the first tokenized asset class, and that the real transformation begins once tokenized equities and deposits build on the same rails

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00:26:42

VanEck Research Head: Why This Isn't The AI Bubble...

The Rollup ·

2026/08/10

Matthew Sigel breaks down why the AI buildout looks more like the 19th-century railroad boom than a bubble about to pop, comparing capital scale, financing structure, and multiyear purchase order backlogs. He also explains why VanEck has gone underweight major L1s like Solana in favor of corporate chains from Circle, Stripe, and Robinhood, and why he believes a CLARITY Act relief rally could be "enormous" if disclosure requirements finally arrive.Matthew Sigel is the Head of Digital Assets

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