The Rollup

00:38:16

Mert Mumtaz & Illia Polosukhin: What Happened to...

The Rollup ·

2026/06/06

Illia and Mert break down why the Zcash situation is a known ZK circuit trade-off and not the infinite mint catastrophe the market priced in, why Project Tachyon's formal verification is the most bullish upgrade in Zcash history, and why NEAR Intents generated $150K in a single volatile day, buying back NEAR while everyone else was selling.Illia Polosukhin is Co-Founder of NEAR Protocol, and Mert is Co-Founder of Helius, a leading Solana infrastructure platform.The Rollup is where the leaders of

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00:21:09

SVRN CEO: NEAR is Hitting On Revenue, Privacy, And AI...

The Rollup ·

2026/06/05

Sal Ternullo joins this episode of AI Supercycle and breaks down why NEAR is a very unique asset in digital assets right now, how intents are building toward a real-economy TAM that dwarfs crypto-to-crypto swaps, and why the path to NEAR going deflationary is closer than the market thinks. The institutional inbound is at record levels, and the market is finally catching up, or so he says.Sal Ternullo is CEO of SVRN, a development company dedicated to growing the NEAR Protocol ecosystem.The Rollup is

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00:46:39

Why PURR The Most Asymmetric Bet In The World (Entire...

The Rollup ·

2026/06/02

Capital Flows and Jaymes Rosenthal join The Rollup to discuss how the PUR gamma squeeze is already happening.Capital Flows and Jaymes Rosenthal are macro traders and HyperLiquid analysts.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Disclosures01:04 Capital Flows Macro Background04:37 Jaymes Poker To Trading06:09 GameStop Style Squeeze Thesis07:23 Credit Cycle Context Explained09:01 HYPE Up Bitcoin

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00:36:56

Joseph Chalom: The Ethereum Bull Thesis in 2026 (Why...

The Rollup ·

2026/05/30

Joseph Chalom explains why ETH is not dead.Joseph Chalom is CEO of SharpLink, the second largest corporate ETH holder.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 ETH Is Not Dead01:16 Second Largest ETH Holder02:33 Ethereum Wins The Scoreboard04:20 Step Function Moment Coming04:45 The Jeff Bezos Analogy06:42 EFF Not The Marketing Arm10:04 Private Sector Must Step Up12:39 Warren Buffett Capitulation Thesis13:22

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00:34:45

Why Institutions Are Buying HYPE (And What Comes...

The Rollup ·

2026/05/29

Ryan Rasmussen joins us to explain how HYPE is the most obvious buy.Ryan Rasmussen is Head of Research at Bitwise, a digital assets manager.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Largest HYPE ETF Launched01:14 Why Only Two Issuers02:37 200 Eyes On Crypto03:52 Dollar In Dollar Out04:38 In-House Staking Advantage07:21 Allocator Lightbulb Moment08:26 HYPE Is A Buyback08:55 5% Beats S&P Buyback12:52 S&P

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00:36:33

Stephen Sikes on Why Public's Agentic Brokerage...

The Rollup ·

2026/05/28

Stephen Sikes joins us on this episode of AI Supercyle and explains how the agentic brokerage is live.Stephen Sikes is COO at Public, an investing platform for serious investors.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Background01:18 Platform For Serious Investors02:26 Alpha AI Research Assistant03:53 Claude Opus Triggered Pivot04:36 Agentic Brokerage Goes Live05:22 Platform Shift Mobile To AI06:03

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00:34:54

Alex Fine on Why Fintechs Going Onchain Is The...

The Rollup ·

2026/05/27

Alex Fine joins this episode of Stabled Up and explains how fintechs are going on chain.Alex Fine is Founder of Fun, the highest-converting on-chain payments platform.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Recent Raise00:38 Fintechs Going On Chain01:27 Fun: Highest Converting On-Ramp03:55 Three Eras Of On-Chain Payments05:38 KYC Bad Risk Models06:01 99% Fiat To Stablecoins06:39 The Costco Revenue

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00:47:32

Arthur Hayes & Illia Polosukhin: Privacy Is The Last...

The Rollup ·

2026/05/25

Arthur and Illia join The Rollup to cover how privacy is massively mispriced.Arthur Hayes is the Maelstrom CIO; Illia Polosukhin is the co-founder of NEAR Protocol.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:51 Arthur's Macro Thesis01:32 AI Is National Defense04:10 Full Port NEAR Zcash Hype05:23 L1 Consolidation Has Begun08:26 Why Arthur Loves Zcash10:03 Naval Changed Arthur's Mind12:56 Intents Enable

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00:29:42

How N3xt Can Pay Back Every Customer Unlike JPMorgan

The Rollup ·

2026/05/24

Scott Shay joins this episode of Stabled Up to tell us how Stablecoins are just receipts and more.Scott Shay is Founder of N3xt, a full reserve digital bank.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:39 Four Banks Founded01:09 First Native Digital Bank02:54 Stablecoin Is A Receipt03:45 Stapling Paper To Cardboard05:19 Deposits: A Promise To Pay06:34 All Money Always There08:25 Signature Bank Was Debunked08:44

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00:13:27

Is Bitcoin The Best Hedge For What's Coming? | Evan Szu

The Rollup ·

2026/05/23

Evan Szu joins us on The Rollup to explains how a recession is coming before inflation.Evan Szu is CEO of Gamma Prime, a curated alternative investment platform.The Rollup is where the leaders of digital assets and finance converge. Timestamps00:00 Intro And Evan's Background00:33 Thirty Years In Commodities01:06 Why Gamma Prime Was Built01:52 Client Spectrum Explained03:09 Exotic Alts Film Finance And Reinsurance03:41 Family Offices Want Delta Neutral Crypto05:19 Tokenization Pragmatic

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00:29:10

Austin Barack: My AI Bull Thesis (...And What I'm...

The Rollup ·

2026/05/22

Austin Barack joins us for this episode of AI Supercycle to cover how exactly the AI privacy stack is undervalued.Austin Barack is Founder of Relayer Capital, an AI-focused digital assets fund.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Venice Grass NEAR AI Thesis Intro01:30 Venice Privacy Overview02:03 AI Uses 100x More Data05:14 Three Million Users05:14 VVE And DM Token Flywheel08:48 DM Priced Like A Corporate

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00:27:07

Why Banks Are About To Make More Money From...

The Rollup ·

2026/05/21

Simon Taylor explains how Stablecoins are the WhatsApp for money.Simon Taylor is Founder of Fintech Brainfood, a leading digital finance newsletter.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Simon's Background01:08 Ten Years In Banking01:37 Head Of Crypto At Barclays 201503:10 Western Union Stablecoin Thesis04:02 Kill Bank Holidays06:33 Stablecoins Rail Above Rails08:19 WhatsApp For Money

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00:36:31

Variational Founder: $50M Series A, RWA Perps, And...

The Rollup ·

2026/05/20

Lucas Schuermann joins The Rollup to cover how Variational raised $50M to build the on-chain brokerage.Lucas Schuermann is Founder and CEO of Variational, a zero-fee on-chain brokerage.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 $50M Raised00:54 Ten Years In Quant And HFT01:29 Q Capital Dorm Room Story01:46 Genesis Trading Chapter02:23 Variational Started As Prop Shop04:08 Luna FTX Risk Lessons05:55 Dragonfly

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00:19:49

How Avalanche Is Powering The $2B Tokenization Wave |...

The Rollup ·

2026/05/16

Olivia joins this episode of Stabled Up to cover how Tokenized finance will be invisible.Olivia Vande Woude leads tokenization business development at Ava Labs, builders of Avalanche.The Rollup is where the leaders of digital assets and finance converge.Timestamps00:00 Embedded Finance Defined01:44 Tokenized Assets In Finance Stack03:25 1500 Fintechs In LatAm And APAC04:23 Ava Labs Trusted Advisor Approach05:19 LatAm Demand For Stablecoins05:50 Yield On Idle Stablecoins06:42 Axiom $1B On

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00:33:45

Why Your AI Prompts Are More Personal Than Your Diary...

The Rollup ·

2026/05/15

Teana Baker-Taylor joins this Episode of AI Supercycle to cover how your AI prompts are your diary and much more.Teana Baker-Taylor is Co-Founder of Venice, a private decentralized AI inference platform.The Rollup is where the leaders of digital assets and finance converge. Timestamps00:00 Intro01:13 Why Venice Was Founded02:07 2Mil Users Milestone03:04 Crypto And AI Converge04:43 Based AI Origin Story06:22 Warden Labs Acquisition10:46 HireBase Product Launch13:35 Open Source Model Economics14:03

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00:52:12

Kraken CEO: How I Built a $20B Company

The Rollup ·

2026/05/13

Arjun Sethi joins The Rollup and explains how Kraken is much more than an exchange.Arjun Sethi is Co-CEO of Kraken, a leading global digital assets exchange.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Franklin Templeton Deal01:15 Choke Point Era Survival02:23 Global Adoption Not US Lens05:01 Kraken's Mt. Gox Origins06:55 Building For Professional Traders07:54 Interactive Brokers09:55 Spot Margin US

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00:24:12

Is Agent Finance The Next Trillion-Dollar Wave? | Sam...

The Rollup ·

2026/05/10

Sam Green joins this episode of AI Supercycle to cover how AI agents are running DeFi.Sam Green is CEO of Cambrian Network, an AI financial intelligence platform.The Rollup is where the leaders of digital assets and finance converge. Timestamps00:00 Agent Finance Landscape01:19 Q1 Agent Fi Report02:17 Yield Agents Explained03:04 Bots Vs AI Agents05:15 Trading And Prediction Agents07:11 Bots Become Agents09:43 Avoiding The Hocus Pocus11:11 Cambrian API Explained13:25 Stablecoin Yield Is Next14:39

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00:22:33

Bhaji Illuminati on How Centrifuge Became Coinbase's...

The Rollup ·

2026/05/09

Bhaji Illuminati joins us for this episode of Stabled Up to cover how Coinbase just picked Centrifuge.Bhaji Illuminati is CEO of Centrifuge, a leading on-chain infrastructure platform for real world asset tokenization.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Coinbase Picks Centrifuge02:33 Tokenized Treasury Market04:58 T+0 Instant Redemption06:35 Liquidity Management Explained08:20 Base Partnership Deep

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00:19:26

Is the Next Bitcoin Rally Being Funded by the AI...

The Rollup ·

2026/05/08

Michaël van de Poppe joins The Rollup to cover how AI IPOs are about to mint billions and how smart money is rotating into digital assets next. Michaël van de Poppe runs a multi-strategy hybrid digital assets fund based in the Netherlands.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 The Fund Explained01:03 Fund Thesis Overview02:02 What Fundamentals Matter03:05 2017 vs. Now04:28 The Barbell

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00:23:49

The $2.2B Bet on Digital Assets' Institutional Future...

The Rollup ·

2026/05/07

Guy Wuollet joins The Rollup to cover how a16z just raised $2.2B for Crypto Fund V, and why the best is yet to come.Guy Wuollet is a General Partner at a16z Crypto, a venture capital fund that has been investing in crypto and web3 startups since 2013.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps:00:00 Intro & Fund V00:28 Crypto Graduates01:00 Products People Use01:38 Stablecoin Neobanking02:55 Genius Act Opens

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