PODCAST

The Rollup

Face-to-face with the most important people in digital assets.

Face-to-face with the most important people in digital assets. Website: https://therollup.co/

technology

All Episodes

00:26:50

Why Altcoins Are Dead & What's Replacing Them with...

The Rollup ·

2026/01/31

Exchanges are delisting crypto-native tokens and racing to list tokenized stocks, gold, and commodities instead.In today's episode, Gracy Chen, CEO of Bitget explains why pure crypto tokens are getting delisted and what's actually driving volume now.In today's episode, we sit down with Gracy Chen, CEO of Bitget to cover:- Why October 10th Changed Everything- The Binance Liquidity Crisis Explained- Bitget's Shift From CEX to "Universal Exchange"- Hyperliquid vs. Compliant Exchanges- Tokenized Assets

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00:24:21

Why Stablecoins Cards will eat Amex’s Busness with...

The Rollup ·

2026/01/29

Will Nuelle from Galaxy Ventures reveals how stablecoin cards in emerging markets generated fatter margins than cross-border payments, catching everyone off guard.We cover Rain's series C, why people in Thailand and Vietnam are replacing bank deposits with internet dollars, and Galaxy's December investment in on-chain loan servicing.We cover:- WalletConnect x Ingenico: 40M Terminals Now Accept Crypto- Why B2B Stablecoin Payments Will Explode- Keeping Transactions On-Chain vs. Crypto Cards-

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00:31:48

Why Stablecoin Payments Are Finally Going Mainstream...

The Rollup ·

2026/01/28

WalletConnect just grew into 40 million payment terminals worldwide.Jess Houlgrave, CEO of Wallet Connect explains how their Ingenico partnership lets customers pay with stablecoins at checkout while merchants receive instant fiat settlement without any off-ramping or Visa rails, and includes lower fees.We cover:- WalletConnect x Ingenico: 40M Terminals Now Accept Crypto- Why B2B Stablecoin Payments Will Explode- Keeping Transactions On-Chain vs. Crypto Cards- 2% Cashback Rewards & Merchant

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00:25:17

Why Most AI x Crypto Projects Miss The Point with...

The Rollup ·

2026/01/27

AI agents need blockchains. Most AI crypto projects miss why.In this episode of AI Supercycle, Sandeep Nailwal, Co-Founder of Sentient and Founder of Polygon challenges the AI x crypto narrative.We explore why the overlap is smaller than expected, how blockchain serves as payment rails for agents, Sentient's reasoning framework, and why most "AI crypto" projects miss the point.We discuss:- Why AI & Crypto Have Less Overlap Than Expected- Sentient's Open-Source Reasoning

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00:23:23

Why Tokenized Assets Are Crypto's Next Megatrend with...

The Rollup ·

2026/01/26

Tokenized assets could be crypto's next megatrend with trillions waiting to flow onchain.In today's episode, we sit with Zach Rynes from Chainlink to explore their Atlas acquisition, how SVR recaptures liquidation value, and why institutional-grade infrastructure positions DeFi for the tokenization era ahead.We discuss:- The Atlas Acquisition: Scaling SVR Across Chains- How Chainlink Recaptures $10M+ in Liquidation MEV- Why Institutions Are Finally Ready to Tokenize- DeFi's Role in the

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00:42:13

2026 Is Neo Finance's Institutional Breakout Year w...

The Rollup ·

2026/01/25

DeFi is evolving into something new, "Neo Finance."In today's episode, we sit down with Kendall from Proximity Labs, Alex Zinder from Blockdaemon, Royal Fool from Templar Protocol, and Rishabh Gupta from EncryptTrade to explore how traditional finance is converging with crypto infrastructure.We discuss:- Why Isolated Lending Models Will Dominate- The $100 Trillion Asset Tokenization Wave- Permissionless vs. Permissioned: What Actually Wins?- How Chain Abstraction Unlocks Mass Adoption-

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00:31:19

How Cap Protocol's "Stabledrop" Rewards Users With...

The Rollup ·

2026/01/24

Airdrops are broken. Cap Protocol has the fix.In this episode of Stable Up, Ben and Dave from Cap Protocol sit down with Rob to explain why they're dropping stablecoins instead of tokens, how Cap hit $500M TVL in 5 months, and what the "Homestead" campaign launching in 8 days means for DeFi.We discuss:- Why They're Dropping Stablecoins, Not Tokens- How Cap Hit $500M TVL in 5 Months- The "Homestead" Campaign Launching in 8 Days- Traditional Finance Coming Onchain- Wisdom

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00:27:22

How to Invest in the Intents Economy with Haseeb...

The Rollup ·

2026/01/23

Intents are reshaping cross-chain infrastructure, but where does value actually accrue?Haseeb Qureshi, Avichal Garg, and Matt Kummel break down the intents investment thesis, how to allocate capital across the stack (apps, protocols, solvers), and why institutions will drive trillions in intent volume. We discuss:- Why NEAR Intents Hit $11B in Volume- The Intents Investment Thesis: Where to Allocate Capital- Value Accrual Across the Stack (Apps, Protocols, Solvers)- Network Effects & Competitive

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00:28:22

Why Private AI Is The Only Way Forward For The USA...

The Rollup ·

2026/01/19

The US military is now using ZK proofs to secure autonomous drones in combat.Ismael Hishon-Rezaizadeh from Lagrangedev breaks down why private AI is the only path forward for the USA, how ZK proofs are securing defense systems, and why blockchain has become critical for AI security. We discuss:- Why ZK Proofs Are Securing Autonomous Drones- The Defense Industry's Crypto Pivot- How Private AI Protects Against China- Token per Second: Where ZK Performance Is At- Why Blockchain = Security for AI- The

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00:40:16

The Neo Finance Bull Cycle Is Here - Chuk Okpalugo

The Rollup ·

2026/01/17

Neo finance is having its breakout year already.Chuk Okpalugo reveals why distribution beats issuance for stablecoins, how the barbell thesis explains issuers vs applications, and what the reserve management's commoditization means for the liquidity dynamics of onchain RWAs. Plus…who is set to win the neo finance category, and why M0's modular approach is the key to interoperability.We cover:-Why new niche customer distribution is what matters for issuers -The barbell thesi: Apps vs Bare

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00:37:21

How Claude Code is Changing the World with Nick Emmons

The Rollup ·

2026/01/13

The Claude Code renaissance is here.In today's episode, Nick Emmons from Allora reveals why Claude Code is about to explode, sharing master-level tips that separate good vibe coders from great ones.We break down context graphs, multi-agent workflows, Ralph Wiggum automation, and practical prompting strategies to level up your AI coding game.This is the next big thing in AI.We discuss:- Why Claude Code Is Dominating Right Now- Master-Level Tips: Good vs Great Vibe Coders- Context Graphs vs

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00:46:58

The Neo Finance Bull Thesis with Vance Spencer &...

The Rollup ·

2026/01/11

A new category is being born, and it's going to reshape crypto investing.In this episode, we sit down with Vance Spencer and Michael Anderson of Framework to explore the rise of neo-finance and how 2026 creates crypto's Magnificent 7. Vance and Michael break down Sky, Sirup and the 3-4 assets worth owning, sustainable yields vs Ponzinomics 2.0, why equity outcomes are surging, and the biggest market shift happening right now.We discuss:-The Rise of Neo-Finance: Why DeFi No Longer Works-How

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00:55:40

Jordi Alexander on Market Outlook, Token Buybacks,...

The Rollup ·

2026/01/10

Token buybacks are about to change everything in 2026.In this episode, we sit down with Jordi Alexander of Selini Capital to explore the token buyback playbook that actually works. Jordi breaks down systematic vs strategic buyback approaches, the 2026 market outlook, real businesses going onchain in the tokenization wave, and which revenue-generating apps are undervalued right now.We discuss:-Why Token Buybacks Actually Work (Despite What Critics Say)-The Death of Altcoins vs. The Rise of Revenue

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00:43:55

The Year of Stablecoin Unification with Sam Kazemian

The Rollup ·

2026/01/08

2026 is the year stablecoins go full stack.In this episode of Stable Up, Sam Kazemian joins us to discuss why end-to-end integration matters more than ever. From Stripe orchestration to DeFi utility, we explore which stablecoins will dominate this year's hockey stick growth phase.We discuss:- The Year of Unification: Token Economics Clarity- End-to-End Stablecoin Integration (Stripe, Bridge, Tempo)- Why Most Stablecoins Will Fail the "Full Stack" Test- Tesla FSD vs Waymo: A Stablecoin

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00:39:18

Ex-BlackRock Head of Digital Assets: Why Ethereum...

The Rollup ·

2026/01/05

SharpLink holds more ETH than the Ethereum Foundation. Here's why that matters.In this episode, Rob sits down with Joseph Chalom, founder of SharpLink and former head of digital assets at BlackRock, to explore how Ethereum will tokenize all of finance. Joseph breaks down native staking vs liquid staking strategies, why the 40-day unstaking queue is a business opportunity, and why we're still in the first inning of DAT mania.We discuss:- How SharpLink Became Ethereum's Second Largest

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01:05:29

2026 Crypto & AI Predictions with Haseeb Qureshi

The Rollup ·

2025/12/31

In this episode, we sit down with Haseeb Qureshi from Dragonfly to review his 2025 predictions, grade his calls, and reveal what's actually coming in 2026. Haseeb breaks down stablecoins exploding 60% through neo-banking cards, DeFi consolidating into 3 major players, Big Tech acquiring crypto wallets, and why prediction markets will steamroll everything.We discuss:-Bitcoin Hits 150K, But Altcoin Dominance Declines-Why EVM Won The Architecture War-Stablecoins Explode 60% Through Neo-Banking

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00:44:27

Quantum Resistance Isn't The Threat (...AI...

The Rollup ·

2025/12/24

AI Singularity 2030 comes before quantum breaks crypto. Are you ready?In this episode, we sit down with Jan Camenisch from Rialo and Jens Groth, Chief Scientist at Nexus, to explore the eternal trade-off between privacy and verifiability. Jan and Jens break down the real threats facing crypto, why ZKVMs cost 100,000X more than native computation, and how blockchain becomes the only way to secure AI agents.We discuss:- Privacy vs verifiability: the eternal trade-off- Why quantum resistance isn't

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00:43:04

2025 Year in Review: Why RWAs are Taking Off in 2026...

The Rollup ·

2025/12/21

Real-world assets exploded from $5B to $20B in 2025, and 2026 could hit $400B.In this episode of Money Moves Fast, we sit down with Chris Yin and Teddy Pornprinya of Plume Network to review 2025's explosive RWA growth and predict what's coming in 2026. Chris and Teddy break down the duration vs liquidity trade-off, private credit's $22B onchain opportunity, and why fed rate cuts are setting up the coming RWA explosion.We discuss:- Why CLOs Are The New T-Bills- How Plume Captured 50% of

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00:40:21

How AI Agents Are Replacing Hedge Fund Managers with...

The Rollup ·

2025/12/20

AI agents are moving from demos to managing real capital and replacing hedge fund managers in the process.In this episode of AI Supercycle, we sit down with Pei Chen of Theoriq to explore how AI agents are transitioning from proof-of-concepts to autonomous economic agents managing real money. Pei breaks down the trust problem around letting AI control our money and what happens when white-collar jobs get disrupted first.We discuss:- AI going from demos to managing real capital- Why Gemini dominated

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00:52:25

Stablecoins in 2025: The Breakout Year In Review (And...

The Rollup ·

2025/12/19

Stablecoins led one of the most important years in crypto progress. Supply surged. Yield went onchain. Tokenization exploded. Now, a handful of protocols started to separate themselves from the rest.In this episode, the StableWatch team breaks down what actually happened in stablecoins this year, why growth accelerated so fast, and which yield-bearing models we think matter heading into next year.We review the data, apply numbers to narratives, and make clear predictions for 2026 across yield, RWAs,

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