The Rollup
@therollupco • 61,741 subscribers
Where digital assets and finance converge. Live from the financial capital of the world. Hosted by @andyyy & @robbieklages
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NEAR co-founder Illia (root.near) (🇺🇦, ⋈) says any NEAR Protocol user can make their account quantum resistant today, without moving a single asset. "We've designed NEAR with quantum in mind in 2018." "Anyone individually right now can effectively update their account without moving any assets." "Without needing to withdraw from wallets, pay taxes, do any of this." "You can literally just update the keys to be post quantum right now."
The Rollup124,644 Aufrufe • vor 1 Monat
The CFTC just told crypto wallets they don't have to register as brokers. Caroline D. Pham explains that a no-action letter first written only for Phantom is now open to every wallet provider. Wallets and their tech providers are just front ends, she says, and the regulated exchange is the broker.
The Rollup172,274 Aufrufe • vor 1 Monat
The NEAR Protocol, ZEC, HYPE Trifecta Bull Thesis with Arthur Hayes & Illia (root.near) (🇺🇦, ⋈) Timestamps 00:51 Arthur's Macro Thesis 01:32 AI Is National Defense 04:10 Full Port NEAR Zcash Hype 05:23 L1 Consolidation Has Begun 08:26 Why Arthur Loves Zcash 10:03 Naval Changed Arthur's Mind 12:56 Intents Enable Anonymous Swaps 13:45 20x NEAR vs 5x ZEC 14:51 $19B Volume $33M Fees 15:47 Privacy Enables Mass Adoption 19:07 NEAR Fully Diluted Now 21:01 AI Blockchain Vision 2017 26:31 HyperLiquid Fulfills DeFi Dream 28:43 No VC Sales Revenue Share 32:02 AI Labor Displacement Thesis 38:39 AOC 2028 Risk Scenario 44:39 When Does NEAR Deflate? 46:52 $150 Price Target Hype
The Rollup475,095 Aufrufe • vor 5 Monaten
Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained) with Hyperliquid Policy Center CEO Jake Chervinsky Timestamps: 00:00 Intro 02:03 The Press Conference Surprise 04:03 Founding The Hyperliquid Policy Center 07:45 Why Perps Beat Traditional Futures 11:00 CFTC Already Approved Perps 14:16 Crawl Walk Run Approach 20:06 One Shared Liquidity Venue 22:25 HIP-3* Markets Explained 31:37 The Silver Market Breakout 34:03 Stablecoins And The Genius Act 36:12 Circle & Hyperliquid USDC Deal 41:16 Bottom Up Vs Top Down Regulation
The Rollup175,784 Aufrufe • vor 2 Monaten
The biggest week in Hyperliquid’s history might also be its local top. That’s Frank Chaparro’s read. Druckenmiller invested in trade.xyz. ICE signed on to bring Hyperliquid perps to the US. Elon quote posted Druck. Frank’s point is that after endorsements that big, there isn’t much left to come. “The Elon tweet is going to mark a pretty local mid term top for HYPE.” Frank Chaparro GSR $HYPE
The Rollup24,757 Aufrufe • vor 9 Tagen
TOKEN2049 SINGAPORE SPECIAL: The Money Printer Moved To The Banks And Bitcoin Is Next with Arthur Hayes of Maelstrom Timestamps: 00:00 Intro 02:21 Hunting For Busted Charts 06:28 Agents Will Run Finance 09:12 Why Alts Disappointed 14:22 The Barbell Portfolio 16:39 Quantum And Address Hygiene 19:06 Zcash As Privacy Hedge 22:45 Sovereign Debt Hunger Games 27:00 Rate Hikes Pump Bitcoin 30:54 Banks Are Printing Now 35:47 Stablecoins Export The Dollar 41:06 France Is The Catalyst 43:52 The Quarterly Refunding Announcement 46:49 Watches, Ferraris And Skiing 53:00 How Much Is Enough 56:01 Is The Ethos Gone 59:58 The FLOP Thesis
The Rollup67,963 Aufrufe • vor 1 Monat
NEW: Evan Van Ness On Why Pearl Could Be Bigger Than Bitcoin Evan breaks down how useful-work mining could change data center economics, the flywheel behind cheaper inference, and why he believes the biggest opportunity is still ahead. Evan Van Ness 🧉 Andy Robbie Klages 00:00 Intro 01:21 Pearl Could Be Bigger Than Bitcoin 03:47 Bitcoin's Ossification And Security Budget Problem 06:36 Everyone Wanted Proof Of Work Useful 08:51 Pearl Mines Through Matrix Multiplication 11:00 Near Zero Overhead Mining Alongside Inference 15:41 Pearl's Useful Work Is Under 1% 17:49 Everything Useless Must Become Useful Work 20:20 A Pearl Flywheel For Cheaper Inference 24:21 Midterms Threaten Data Center Buildouts 27:40 Frontier Labs Already Know About Pearl 31:00 Pearl At 3.7B FDV Versus Bitcoin 35:20 A Pearl Fork Aimed At Payments
The Rollup15,566 Aufrufe • vor 6 Tagen
FULL INTERVIEW: The Future Of Finance Will Run On NEAR with Illia Polosukhin 00:00 Intro 01:09 NEAR Is Ethereum, Zcash Is Bitcoin? 02:43 Build A Base On Mars Through NEAR 04:18 NEAR Now Aggregates Nasdaq & Equities 07:12 Borrow Against Perps Positions On NEAR(dot)com 08:29 NEAR Designed For Quantum In 2018 10:03 One Button To Go Post-Quantum Now Illia (root.near) (🇺🇦, ⋈) NEAR Protocol NEAR Intents
The Rollup59,697 Aufrufe • vor 1 Monat
EXCLUSIVE: Inside The Lighter and Robinhood Official Perps Partnership with Lighter CEO Vladimir Novakovski 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 official perps partner of Robinhood and will be directly integrated within the Robinhood wallet. Our Andy sat down with Lighter CEO Vladimir Novakovski to unpack the partnership, Lighter’s Q2 performance, and more. Timestamps 00:00 Intro 02:53 Perps For Robinhood Users 05:30 What Lighter Brings Robinhood 08:13 ETH As The Clearing Layer 10:47 Building Beyond Robinhood 13:40 Options Launch In Q3
The Rollup155,036 Aufrufe • vor 4 Monaten
ZAMA SHIELDED Q3: Reaching $100M+ Shielded in Confidential Vaults Zama Rand Kyle O'Brien evgeny Dan Caspi Bentzi Yannimoto Robbie Klages Andy Timestamps: 00:00 Intro 02:36 $100M Shielded TVL 04:00 62% Of Supply Staked 04:56 Fastest Growing Privacy Protocol 06:01 16 Confidential Vaults 08:15 6% Of All Morpho Deposits 09:57 Compliance And Confidential Voting 11:59 Trillions Moving Onchain 14:28 Zerion Brings Confidential Tokens 21:44 Hypernative On Real Time Security 30:27 Utila And Institutional Custody 39:11 Bitwise Goes Confidential 49:19 Key Takeaways 54:43 The TAM Of Zama
The Rollup17,955 Aufrufe • vor 12 Tagen
The permissioned-chain thesis is losing. "Every major asset manager is choosing public blockchains." BlackRock, Janus, Apollo, New York Life, all building tokenization on public chains. Bhaji Illuminati, CEO & Co-founder of Centrifuge, names the asset managers voting with their deployments, and they're not choosing walled gardens.
The Rollup95,700 Aufrufe • vor 2 Monaten
Joseph Chalom on why the biggest ETH holders need to stop waiting for the EF to market Ethereum to institutions: "The EF's job is to think in decades, decentralize everything, future-proof the chain." "The private sector's job is to tell institutions the most important thing, no one can change the rules of the game." "Banks, asset managers, clearing houses building on Ethereum need that certainty. It is not the EF's role to be the marketing arm for institutional adoption. It's ours. The largest stakeholders step up. Period."
The Rollup175,676 Aufrufe • vor 5 Monaten
Crypto is a rounding error next to what's coming. Sergey Nazarov, co-founder of Chainlink, says the market moving onchain is worth tens to hundreds of trillions. "Securities lending on tokenized equity means multi-billion dollar savings per bank." "Once you pass that critical mass threshold, the amount of tokenized equity just skyrockets." FULL INTERVIEW COMING SOON
The Rollup51,747 Aufrufe • vor 1 Monat
Joseph Chalom explains why the ETH burn thesis isn't broken: "Mainnet is being built for the volume coming from tokenization, stablecoins, and agentic. 3x throughput increases. Reduced gas fees." "If it grows incrementally, you won't trigger the burn in a way that drives ETH up. We believe the step-function increases are coming." "10x, 20x, 50x transactions on Ethereum and L2s, you end up needing ETH as trustware to secure them. That is the thesis."
The Rollup171,424 Aufrufe • vor 5 Monaten
Sergey Nazarov says once banks hit critical mass on tokenized equity, the market doesn't just grow. It skyrockets. "This market is very incentivized to move quickly to better solutions where they save money or make more money." "Securities lending on tokenized equity means multi-billion dollar savings per bank." "Once you pass that critical mass threshold, the amount of tokenized equity just skyrockets." Sergey Nazarov Chainlink
The Rollup36,577 Aufrufe • vor 1 Monat
Bloomberg says the SEC has major crypto plans coming. Bitwise CIO Matt Hougan on what they actually are, and why they're bigger than people think: "This is the bypass road on the CLARITY Act." "CLARITY is legislation, slow. The SEC can act through regulation. In about a week, we expect the first draft of the Reg Crypto rules." "They're intended to let new projects raise capital without triggering SEC registration, then evolve into a centralized platform." "That's a dream we've had since 2018 and the ICO boom, but now with regulatory teeth and certainty." "People are dramatically underestimating the entrepreneurial energy this creates."
The Rollup94,138 Aufrufe • vor 3 Monaten
The Ethereum Bull Thesis in 2026 (Why Now) with Sharplink CEO Joseph Chalom Timestamps 00:00 ETH Is Not Dead 01:16 Second Largest ETH Holder 02:33 Ethereum Wins The Scoreboard 04:20 Step Function Moment Coming 04:45 The Jeff Bezos Analogy 06:42 EFF Not The Marketing Arm 10:04 Private Sector Must Step Up 12:39 Warren Buffett Capitulation Thesis 13:22 BlackRock Doubled Down At FTX 15:44 WTI Crude Predicts Bitcoin 16:49 Best Entry Point Right Now 22:01 160M Agent Payments Q1 24:50 Institutions Need Finality Not Speed 25:02 BlackRock Tokenizing $8B Fund 30:32 Fidelity Now Largest Investor 33:19 First DeFi In Public Company 35:41 Retail Capitulation Best Entry
The Rollup153,558 Aufrufe • vor 5 Monaten
Former ETH maxi, Zach Rynes | CLG says Ethereum killed its own best thesis and what replaced it is weaker: "The ultrasound money story was perfect, adoption directly tied to deflationary supply. Then revenue fell 99.9% because they gave MEV and congestion fees to L2s." "The new pitch: ETH will be a store of value in DeFi. That's an assumption. Hyperliquid uses USDC. Lighter uses USDC. ETH isn't the currency of the new economy." "Trying to scale the L1 but behind newer chains. Trying to be a store of value but stablecoins are winning. Identity crisis. And the EF just lost Tomasz."
The Rollup159,902 Aufrufe • vor 5 Monaten