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The Rollup The Rollup Where digital assets meet capital markets. Hosted by Robbie & Andy What Next: TBD | Tech, power, and the future What Next: TBD | Tech, power, and the future Slate Podcasts Today's Episode Today's Episode Chance4luck Productions Macroaggressions Macroaggressions Charlie Robinson Men in the Arena - Christian Men's Podcast Men in the Arena - Christian Men's Podcast Jim Ramos Wholesaling Inc with Brent Daniels Wholesaling Inc with Brent Daniels Find distressed properties for pennies on the dollar and turn them for huge profits! With Gourley And Rust With Gourley And Rust Matt Gourley and Paul Rust The Word For Today (Daily) The Word For Today (Daily) Chuck Smith The Urban Farm Podcast with Greg Peterson The Urban Farm Podcast with Greg Peterson Urban Farm Team The ONS Podcast The ONS Podcast Oncology Nursing Society על המשמעות - ערוץ פילוסופי פוליטי בהנחיית תמיר דורטל על המשמעות - ערוץ פילוסופי פוליטי בהנחיית תמיר דורטל תמיר דורטל The Startup CPG Podcast The Startup CPG Podcast Startup CPG Night Demon Heavy Metal Podcast Night Demon Heavy Metal Podcast NIGHT DEMON HEAVY METAL PODCAST Slappin' Glass Podcast Slappin' Glass Podcast Slappin' Glass Last Podcast On The Left Last Podcast On The Left The Last Podcast Network Across the Omniverse Across the Omniverse Cinema Sangha For the Love of Yoga with Nish the Fish For the Love of Yoga with Nish the Fish Nishanth Selvalingam Business with Beers Business with Beers Brian Beers GOTO - The Brightest Minds in Tech GOTO - The Brightest Minds in Tech GOTO Tour Stories/The Check-In with Joe Plummer Tour Stories/The Check-In with Joe Plummer Ruinous Media SyFy Sistas SyFy Sistas Trek Geeks A Moment with Joni Eareckson Tada A Moment with Joni Eareckson Tada Joni and Friends, Joni Eareckson Tada Vertrieb, Marketing, Mindset und Verkauf mit Luca & Elvis Vertrieb, Marketing, Mindset und Verkauf mit Luca & Elvis Luca Krüger, Elvis Durak | Noch mehr Umsatz im Vertrieb und Verkauf Become New with John Ortberg Become New with John Ortberg Become New Nonprofit Hub Radio Nonprofit Hub Radio NonProfit Hub The Horrific Network The Horrific Network Jimmy Wienholz In the Lord I Take Refuge: Daily Devotions Through the Psalms with Dane Ortlund In the Lord I Take Refuge: Daily Devotions Through the Psalms with Dane Ortlund Crossway Philanthropisms Philanthropisms Rhodri Davies Beersos Beersos Nicolas Phonsavath & Derek Zhu say YES to yourself! | Midlife Reinvention: Real Stories, Bold Moves say YES to yourself! | Midlife Reinvention: Real Stories, Bold Moves Wendy Harrop Stay the Course Stay the Course Pastor Joe Vassak God's Diamonds In The Ruff Podcast God's Diamonds In The Ruff Podcast Catherine and Michael The Saint of The Day Podcast The Saint of The Day Podcast Good Catholic™ City Cast Philly City Cast Philly City Cast THE DR. BETH'S podcast THE DR. BETH'S podcast Dr. Beth Morgenmødet Morgenmødet BankInvest Let's Read the Gospels with Annie F. Downs Let's Read the Gospels with Annie F. Downs That Sounds Fun Network
The Rollup

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The Rollup

Where digital assets meet capital markets. Hosted by Robbie & Andy

Vladimir Novakovski: The Rise of Perps In Mainstream Finance (Robinhood Partnership Explained)

July 02, 2026 4:30pm 16 min

Yesterday Robinhood hosted their “The World is Flat” event where they announced the Robinhood chain mainnet & deepened relationship with Lighter, amidst many other digital asset focused initiatives. Lighter was named the...

VirtualBacon: The Next Bull Market Is Here (Full Thesis)

July 01, 2026 4:00pm 43 min

VirtualBacon Dennis Liu breaks down why Bitcoin at 58K is deep value territory, why the four year cycle has repeated exactly as expected and isn't going anywhere, and why HYPE and Lighter are the cleanest expressions of ...

MoneyGram CEO: Tokenization & Stablecoins Are Set To Explode (Why We're Betting Big On It)

June 30, 2026 3:30pm 31 min

MoneyGram CEO Anthony Soohoo breaks down why launching MGUSD was a vertical integration play straight out of Apple's microprocessor playbook, why MoneyGram's 500,000 physical locations are an unbeatable moat in a stablec...

Portal VC Founder: How To Invest In A Post-AI World (Huge Changes)

June 28, 2026 3:30pm 36 min

Evan Fisher breaks down why blockchain is more analogous to legal technology than financial technology, why AI-proof moats in crypto are network effects, liquidity, and trust rather than code, and why momentum investors ...

Fomo Co-Founder: The FOMO Bull Thesis For Trading Crypto (Be Early)

June 26, 2026 4:00pm 28 min

Se Yong Park breaks down why FOMO is building the trading app for the rest of us... any chain, any asset, never miss out again, why AI will commoditize content but can never commoditize money and risk, making social the ...

WalletConnect CEO: The WalletConnect Bull Thesis (Billions In Volume)

June 23, 2026 2:49pm 29 min

Jess Houlgrave breaks down why 2026 is the year of non-USD stablecoins with USDC losing Mica compliance, 30 European banks now issuing a euro stablecoin, and HKD, JPY, SEK and CHF versions all coming to market. She cover...

Trace CEO: We Built A $10B Volume Stablecoin Company (How We Did It)

June 21, 2026 11:22am 28 min

Bernardo Brites breaks down why the Brazilian real is uniquely positioned for a stablecoin, why being pro-banking rather than anti-banking is the only path to the next hundreds of millions of stablecoin users, and how Tr...

Hester Peirce: The Positive Future of Digital Asset Regulation (Huge Catalysts Coming)

June 19, 2026 10:27am 51 min

SEC Commissioner Hester Peirce breaks down the state of digital asset regulation in the USA. She joins us to talk through the Rule 611 trade-through proposal that's been 20 years in the making, why the innovation exempti...

Sam Boboev: The AI x Fintech Bull Case (My Full Thesis)

June 17, 2026 5:30pm 32 min

Sam Boboev breaks down why stablecoins are the native currency of AI agents, why Mastercard's $1.8B blockchain acquisition and Visa's OpenAI partnership signal the payment giants have accepted their stablecoin future, an...

Alex Cutler: The Aerodrome Bull Thesis for 2026 (Expansion Plans)

June 16, 2026 5:32pm 52 min

Alexander Cutler breaks down the state of investing in tokens, why Aerodrome is already the number one onchain exchange for Bitcoin, Ethereum, and FX volume, why 100% value redistribution is the only sustainable moat in ...

Inside NEAR: 10+ Years Building Toward the Agent Economy with Illia Polosukhin

June 15, 2026 4:57pm 40 min

From pioneering the Transformer architecture now used in every AI stack to building the rails for the agent economy, NEAR Co-Founder Illia Polosukhin connects the full arc in this inaugural episode of “Inside NEAR,” a ne...

Vladimir Novakovski: Lighter Bull Thesis For 2026 (What’s Changed)

June 13, 2026 12:26pm 45 min

Vladimir Novakovski sits down with Andy & Robbie to break down the Lighter bull thesis from The Tokenization Tower in NYC. We discuss Lighter's escape hatch design that lets every participant exit through Ethereum even i...

David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)

June 11, 2026 5:36pm 36 min

David Schamis breaks down why PERE now holds over 10% of HYPE's circulating supply, why the Coinbase and Circle deal added $200M in annual buybacks that the market didn't price in for a full day, and why Hyperliquid's pr...

Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)

June 10, 2026 5:21pm 41 min

Jake Brukman breaks down why a swarm of decentralized agents beat Google's quantum circuit research in a week, why decentralized training on consumer hardware is now provably cheaper than data centers, and why winning ju...

Frax Founder: The Future Of Stablecoins & Onchain Businesses (Why Now)

June 09, 2026 2:31pm 30 min

Sam Kazemian breaks down why the Genius Act's 120-day default acceptance is the most bullish structural change for compliant stablecoins, why you can't vibe code liquidity or DeFi integrations regardless of AI, and why t...

DeFi Dad: The Ethereum Bull Thesis In 2026 (What's New)

June 08, 2026 5:44pm 38 min

DeFi Dad breaks down why lighter's ETH escape hatch makes it the most underrated security feature versus HyperLiquid, why RWA tokenization will eventually eclipse all native crypto tokens by market cap, and why ETH staki...

Haseeb Qureshi: The Meteoric Rise of Perps (And The Next Massive Move)

June 06, 2026 10:19pm 31 min

Dragonfly's Haseeb Qureshi breaks down why Bitcoin is not an honest macro asset, why domestic perps will disappoint compared to offshore, and why BNB has been outearning Hyperliquid for years yet nobody wants to talk abo...

Mert Mumtaz & Illia Polosukhin: What Happened to Zcash (Full Explanation)

June 05, 2026 9:20pm 38 min

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...

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

June 04, 2026 7:44pm 21 min

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...

Why PURR The Most Asymmetric Bet In The World (Entire Thesis) - Capital Flows & Jaymes Rosenthal

June 02, 2026 6:38pm 46 min

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 o...

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