The Rollup

00:25:28

Jesse Pollak: Base Is Winning Trading, Stablecoins,...

The Rollup ·

2026/08/09

Jesse Pollak joins us on CLARITY week to break down how Base is leading in trading, onchain finance, and payments. He also explains how x402 agentic payments and tokenized inference are turning Base into the settlement layer for AI agents, something we've been excited about for a while. He also gives a real update on the long-awaited Base token, Ethereum and the scaling Base is bringing, and also explains why he's optimistic the CLARITY Act passes and accelerates adoption even further in

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00:28:30

CLARITY Final Countdown With Jesse Pollak, Haseeb,...

The Rollup ·

2026/08/09

CLARITY final countdown special today on the show.We're getting the legal, investor, builder, and the onchain business-impact angles in today's show.00:00 Intro05:10 Equities Rally And Earnings Momentum09:01 SEC's Rulemaking Backup Plan10:44 Tokenized Deposits Explained17:48 Open USD And Permissioned Chains19:39 Base's Internet Exchange Vision21:23 Tokenizing Equities On Avalanche26:14 Wrapping Up Tokenization TowerPartners: If you run concentrated liquidity positions you know the grind. Price

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00:36:14

Haseeb Qureshi: Why The Market Doesn't Care About...

The Rollup ·

2026/08/07

Haseeb Qureshi breaks down why crypto markets have become numb to CLARITY Act headlines, and explains why Western Union partnering with Dragonfly portfolio company Rain signals stablecoins are already eating into legacy payment margins. He also makes the case that tokenized deposits are "basically uninteresting" compared to stablecoins, and questions whether Tempo's Open USD consortium is a real commitment or just a free option for its backers.Haseeb Qureshi is a Managing Partner at

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00:13:26

Cody Carbone: We've Never Been This Close To CLARITY...

The Rollup ·

2026/08/06

Cody Carbone breaks down the real vote count behind the CLARITY Act and explains why ethics has become "the whole ballgame" holding up trillions in potential capital inflows. He also draws parallels to the GENIUS Act's rocky path to passage, making the case that history says this bill still gets done.Cody Carbone is the CEO of The Digital Chamber, a leading blockchain advocacy organization working directly with lawmakers in Washington, DC to pass digital asset market structure

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00:19:06

Eleanor Terrett: Why CLARITY Is Likely To Happen This...

The Rollup ·

2026/08/05

Eleanor Terrett breaks down the state of play on the CLARITY Act just before the August recess deadline, unpacking the ethics language dividing Democrats and Republicans and why the DOJ-versus-state-AG enforcement fight remains the key sticking point. She also explains why the Blockchain Regulatory Certainty Act has suddenly become just as contentious, pitting developer protections against law enforcement concerns.Eleanor Terrett is the Co-Founder and Co-Host of Crypto in America, a leading

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00:35:17

Vladimir Novakovski: Why Robinhood Chain And Lighter...

The Rollup ·

2026/08/04

Vladimir Novakovski breaks down why both Lighter Core and Robinhood Chain sit on top of Ethereum, and how ZK proofs let market makers move capital between instances within minutes. He also previews a future where users simply describe their market thesis and let an AI agent execute the trade, plus options on pre-IPO stocks currently in the works. Finally, he lays out why the LIT token carries zero dual structure, it represents 100% of Lighter's equity, with all future value, including quarterly

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00:28:53

Sam Kazemian: The New Frax Bull Thesis For 2026 (Full...

The Rollup ·

2026/07/31

Sam Kazemian makes the case that there's no hidden "dead body" under this digital assets cycle, and he breaks down how GENIUS-compliant stablecoins could power instant business banking, from incorporation to payroll to DeFi, from day one. He also unpacks Frax's new banking partnership with Erebor and why he believes a handful of stablecoin consortiums could become "the next Visa network."Sam Kazemian is the Founder of Frax, a protocol behind frxUSD and one of the earliest

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00:28:17

Jito Chief Legal Officer: Inside The 600-Page Clarity...

The Rollup ·

2026/07/30

Rebecca breaks down the 600-page CLARITY Act, from its unprecedented ethics language to the extensive new rulemaking powers it hands regulators, and explains why full implementation could take years even after passage. She also unpacks hidden riders in the bill and a lesser-known fight brewing between prediction markets and the gaming industry.Rebecca Rettig is the COO at Jito Labs, a Protocol Labs company, and a veteran digital assets policy voice who previously worked on DeFi regulatory issues

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00:32:36

Ethereum’s Sleeping Giant Just Woke Up - 1inch...

The Rollup ·

2026/07/29

Sergej Kunz breaks down 1inch's new Aqua protocol, built on research showing liquidity providers left over $150 million in fees on the table, and explains how it lets users earn yield without giving up custody, governance rights, or capital efficiency. He also traces 1inch's evolution from intent-based swaps and Fusion.Sergej Kunz is the Co-Founder of 1inch, a leading DeFi aggregator and liquidity infrastructure protocol he built starting from an Ethereum hackathon in 2019.The Rollup is

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00:42:27

Morpho CEO: Vaults Are The Next 100x In Asset...

The Rollup ·

2026/07/27

Paul Frambot breaks down how Morpho's new Midnight protocol lets curators price risk directly, unlocking under-collateralized lending onchain for the first time, and explains why he believes DeFi is finally ready to capture a slice of the $200 trillion global credit market. He also makes the case against aggressive token buybacks, arguing that reinvesting in growth beats shrinking the float.Paul Frambot is the Founder and CEO of Morpho, a decentralized lending protocol powering onchain credit

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00:25:03

Cysic Founder: Why The Compute Market Is Getting...

The Rollup ·

2026/07/25

Leo Fan breaks down why the real bottleneck in AI isn't model intelligence but a persistent GPU shortage driving up inference costs, even as open-source models from China close the gap. He also unpacks the financialization of compute and why some believe it could become one of the largest derivatives markets in the world.Leo Fan is the Founder of Cysic, a full-stack compute network turning GPUs, ASICs, and spare hardware into verifiable AI infrastructure, and a Cornell CS PhD researcher in

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00:29:06

Johann Kerbrat: Inside Robinhood's Crypto Strategy...

The Rollup ·

2026/07/24

Johann Kerbrat breaks down Robinhood Chain's explosive first three weeks and explains the strategy behind bringing tokenized equities, DeFi, and stablecoin yield onchain. He also unpacks the Base vs. Robinhood Chain rivalry and Robinhood's broader vision to become a true financial super app.Johann Kerbrat is the General Manager of Crypto at Robinhood, leading the launch of Robinhood Chain and the company's push into tokenized equities, DeFi, and onchain finance.The Rollup is where the

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00:28:08

WisdomTree Digital Assets BD: Tokenization Is The...

The Rollup ·

2026/07/22

Maredith Hannon breaks down why WisdomTree built its own end-to-end tokenization platform rather than relying on partners, and explains why she believes regulatory clarity from the GENIUS and CLARITY Acts will unleash a "tidal wave" of onchain asset growth. She also makes the case that privacy and identity are the next must-solve primitives for institutional adoption of tokenized assets.Maredith Hannon is the Head of Business Development at WisdomTree Digital Assets, a division of the

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00:27:30

Plume GC: CLARITY Act Deadline Is Fast Approaching...

The Rollup ·

2026/07/21

Salman Banaei breaks down the state of play in DC on the CLARITY Act, from the ethics fight holding up Democratic support to the DeFi and conflicts-of-interest provisions still being negotiated, and puts the odds of passage this cycle at 40-50%. He also explains why Title IV's bank provisions and the bill's token fundraising framework could be some of the biggest unlocks in digital assets regulation yet.Salman Banaei is the General Counsel at Plume, a blockchain built for real-world asset

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00:57:14

Andre Cronje: The Biggest DeFi Boom Is Yet To Come...

The Rollup ·

2026/07/18

Andre Cronje breaks down why he believes decentralization is dead as a design goal, and unpacks how Flying Tulip is rebuilding DeFi composability. He also explains the security-versus-UX tradeoffs behind circuit breakers, upgradable contracts, and Flying Tulip USD's delta-neutral staking design.Andre Cronje is the Founder of Flying Tulip and a veteran DeFi builder known for creating Yearn Finance, Sonic, and several other foundational protocols in decentralized finance.The Rollup is where the

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00:52:08

Alex Shevchenko: NEAR & ZEC Are Set To Explode (Huge...

The Rollup ·

2026/07/15

Alex Shevchenko breaks down Confidential Intents, NEAR's new privacy layer that brings bank-level confidentiality to every DeFi primitive, and explains why a dollar that becomes payroll onchain tends to stay onchain. He also unpacks NEAR's "practical privacy" design and how it differs from Zcash and Tornado Cash. He also shares his personal bull case for Zcash and NEAR's own token economics.Alex Shevchenko is the GM at NEAR Intents, a universal liquidity layer that has

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00:30:26

Hyperdash Co-founder: Hyperliquid Bull Thesis for...

The Rollup ·

2026/07/14

Hanson Birringer breaks down why Hyperliquid is the purest way to express the bull case on perps, tokenization, and stablecoins all at once, and unpacks the mechanics behind the Grayscale ETF and Hyper Holdings' push to bring institutional capital onchain. He also explains why Hyperliquid's revenue could grow exponentially as HIP-3 markets and USDC0 stablecoin flows scale.Hanson Birringer is the Co-Founder and Chief Revenue Officer of Hyperdash, a global brokerage and trading data analytics

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00:29:04

Joseph Chalom: Ethereum Is Going On Offense (Full...

The Rollup ·

2026/07/11

Joseph Chalom makes the case that Ethereum has the license to win and is finally going on offense to prove it, backed by ETH Labs, Ethereum Institutional, and dominant market share across stablecoins, tokenization, and DeFi. He argues ETH is the trust commodity behind trillions in future onchain asset flows, and that the risk-reward for holding it has never been better.Joseph Chalom is the CEO of SharpLink, one of the largest corporate treasury holders of Ethereum, and a key steward behind the

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00:24:54

Coinbase Head Of AI: Agentic Finance Is The Biggest...

The Rollup ·

2026/07/10

Lincoln Murr breaks down why Coinbase is building toward a post-AGI economy where autonomous agents hold their own financial accounts and transact using digital assets rails. He also unpacks the geopolitics of AI regulation, from potential government stakes in frontier labs to the rise of cheaper Chinese models challenging U.S. dominance.Lincoln Murr is the Head of AI Product at Coinbase, leading the company's x402, Coinbase for Agents, and Coinbase Advisor initiatives at the intersection of

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00:32:36

Curve Founder: The Next Massive Expansion Is Coming...

The Rollup ·

2026/07/09

Michael Egorov breaks down why FX markets are slowly but inevitably moving onchain, driven by real demand from crypto-native fintechs rather than a big institutional push. He also explains how Curve is evolving its concentrated liquidity design to support currency pairs beyond stablecoin-to-stablecoin swaps, and why dollars that enter the chain tend to stay there.Michael Egorov is the Founder and CEO of Curve, one of DeFi's most foundational protocols and a pioneer of stablecoin liquidity

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