The Rollup
@therollupco • 60,776 subscribers
Where digital assets and finance converge. Live from the financial capital of the world. Hosted by @andyyy & @robbieklages
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Videos
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 Rollup171,583 Aufrufe • vor 13 Tagen
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 Rollup174,846 Aufrufe • vor 24 Tagen
You can be debanked. You can have the terms changed on you. On Ethereum ethereum:native, neither is possible. Joseph Chalom, who led digital assets at BlackRock, boils the entire decentralization case down to that. No CEO, no rule changes, no de-platforming. He calls it the better analogy for the future than any cooperative or clearinghouse.
The Rollup30,430 Aufrufe • vor 4 Tagen
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 Rollup474,626 Aufrufe • vor 4 Monaten
THE KEVIN O’LEARY INTERVIEW. Kevin O'Leary aka Mr. Wonderful Robbie Klages Andy Timestamps: 00:00 Intro 00:41 Kevin Wears $11M Ohtani Card 02:27 Tokenization Becomes The 12th S&P Sector 03:09 Kevin Was Wrong About ETH 05:30 One Exchange Will Win 07:18 Kevin Buys Uranium In His Portfolio 09:26 The Winners Will Go Parabolic 11:23 America Cannot Afford To Slow Down On AI
The Rollup51,130 Aufrufe • vor 13 Tagen
The Entire Financial System Is Coming Onchain (We’re Still Early) with Circle founder & CEO Jeremy Allaire Timestamps: 00:00 Intro 02:10 Arc As A New Primitive 04:31 Jeremy’s Vision 06:44 15 Years Of Progress 08:54 Circle Is The Internet Platform For Finance 11:01 Arc Is Agentic Finance 13:04 DTCC On Arc 15:01 $100 Trillion In USDC Transfer Volume
The Rollup45,262 Aufrufe • vor 12 Tagen
EIP-1559's eric: Why Perp Coins Just Decoupled From Bitcoin Timestamps 00:00 Intro 02:09 Eric Fumbled Venice At Sub $1 04:10 Own Both Hype And Lighter And Chill 06:13 Eric Sold ETH To Buy Hyperliquid 08:14 Why Eric Stopped Being An ETH Maxi 10:33 Perps Are The Most Obvious Trade Out There 14:24 Tokenized Stocks Will Get Meme Coin'd 16:39 AMC Meme Stock Tears Up Onchain 18:54 CFTC Staff Clears Tokenized Collateral Live 20:43 DEX To CEX Ratio Gets Flipped 22:14 ETH Does Not Need A Thesis To Pump 24:46 Every Stock Gets A Meme Coin Partner 27:49 Robinhood Chain Already $500M Annualized 29:24 Wall Street Has Not Priced Robinhood Chain 35:31 Meme Stock Outpaces Its Own Market Cap 37:43 CFTC Guidance Breaks During Interview 39:23 52 Month DeFi Bear Market Is Over
The Rollup24,309 Aufrufe • vor 6 Tagen
The Next Bull Market Is Upon Us (How To Position For Success) with Dan Matuszewski co-founder of 작전명: 에픽 CMS Timestamps: 00:00 Intro 03:13 Altcoin Open Interest Signal 04:33 Reading The Winners Basket 06:38 Ten Days, 162 Percent of Gains 08:17 The Barbell Portfolio Thesis 10:39 Everyone Owns The Same Bag 14:59 Who's The Next Marginal Buyer 17:40 Institutional Adoption Is Still A Joke 21:32 Moneyiness Is The Moat 24:40 Centralization Stopped Bothering Us 27:22 What Happens To Infra 29:18 Crypto Needs To Behave 31:16 Tokenized Equities Beat Stablecoins 34:22 Who Captures Tokenization Value 37:33 Where Social Trading Goes
The Rollup47,118 Aufrufe • vor 16 Tagen
The security model the whole industry runs on just broke. For decades it was smart people audit the code and hope the attackers don't find what they missed. Now the attacker is an AI with more compute than your defense, and the only real answer is to mathematically prove the code does what it says. Illia (root.near) (🇺🇦, ⋈) on the paradigm shift, and why NEAR Protocol is building its roadmap around proof.
The Rollup58,490 Aufrufe • vor 20 Tagen
Why New Stealth QE Will Trigger The Biggest Digital Assets Boom Yet w/Maelstrom CIO Arthur Hayes Arthur Hayes joins us for a session to understand the underlying economic forces leading to a massive digital assets bull market in the coming months and years. The money printer is about to flip back on and Arthur Hayes says the Euro/Yen exchange rate is the tell everyone's missing. He gets into why Japan's forced unwinding of its massive carry trade, combined with France's brewing bond market crisis, all but guarantees a faster pace of dollar liquidity creation. He also makes the case that AI's unit economics problem becomes the government's next excuse to print more fueling the fiat debasement thesis further. He explains his positioning in the market and reveals why Ethereum ethereum:native is Maelstrom's largest position heading into this cycle. Timestamps: 00:00 Intro 01:57 Fed Chair Warsh Is Irrelevant 04:03 Japan's GPIF Asset Shift 09:34 Japan's National Carry Trade 12:24 Exiting The Restrictive Regime 14:51 The AI Bailout Trade 17:59 Gold And Bitcoin Vs Tech 20:57 Misallocated Capital Flows To Crypto 23:53 Who Controls The Narrative 28:52 Crypto Timeline To New Highs 32:24 Euro/Yen As Leading Indicator 35:38 France's Bond Market Crisis 39:11 Positioning The Barbell Portfolio Full episode links below.
The Rollup64,610 Aufrufe • vor 23 Tagen
Formal verification became feasible. That was step one. NEAR Protocol just made it 250x cheaper. $111 versus $20,000. That's NEAR's first-place result on Putnam Bench against the next best submission. Proving code isn't useful until it's cheap. Alex Skidanov (alex.near) on the benchmark NEAR just topped.
The Rollup52,874 Aufrufe • vor 20 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 Rollup95,565 Aufrufe • vor 1 Monat
Rob (Robbie Klages) says the more bearish everyone gets on ethereum:native, the more bullish he becomes: "Every dinner in New York last week, every meeting today, everyone is so bearish ETH." "They're ready for it to be dethroned as the number-two asset. And the more bearish takes I hear, the more bullish I get." "The barbell, hard money on one side, the revenue meta on the other, has outperformed for six months. But it's crowded now." "There are assets that aren't crowded, contrarian, poised for reflexive upside. I think ETH is in that spot." "Especially with capital flowing out of AI into digital assets, and we're still early in that trend."
The Rollup22,637 Aufrufe • vor 9 Tagen
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 1 Monat
Taylor Lindman, Chief Counsel of the U.S. Securities and Exchange Commission's Crypto Task Force says a huge chunk of the 'tokenized stock' out there is a debt instrument wearing an equity ticker. You didn't buy the company, you bought a note that tracks it, and almost no one selling it says that out loud. Full interview dropping soon.
The Rollup49,322 Aufrufe • vor 25 Tagen
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 Rollup154,784 Aufrufe • vor 3 Monaten
Pedro Miranda on solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump as a new form of creator IP, and why the incumbents should be worried: "ANSEM is extremely interesting because he's also building, sustainably, an ecosystem where projects can actually tap into his IP." "Whereas the Mr. Beast ecosystem doesn't have that incentive today; it's almost litigious in some respects to build off a creator's IP." "There's an incentive alignment to grow the IP and the creator branding." "Platforms are going to have to evolve in terms of the value they give back to their creators." "They're going to give the incumbents a run for their money."
The Rollup61,459 Aufrufe • vor 1 Monat
Why All Finance Is Coming Onchain (Full Interview) with Aave Founder & CEO Stani 00:00 Intro 02:04 All Finance Is Coming Onchain 04:09 Why ARC Is Built For Institutions 06:08 Stani On Stage With BlackRock And DTCC 07:38 Funding Abundance Thesis Explained 09:42 Aave Launches MCP Server For Agents 10:36 25% To 50% Of Capital Under AI Agents
The Rollup19,796 Aufrufe • vor 10 Tagen