The Rollup
@therollupco • 58,503 subscribers
Where digital assets and finance converge. Live from the financial capital of the world. Hosted by @andyyy & @robbieklages
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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 Rollup471,629 просмотров • 1 месяц назад
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 Rollup175,479 просмотров • 1 месяц назад
"This market is about to explode." Andy on why the RWA thesis changes everything for DeFi and why the opportunity hasn't been this big since 2017: If the thesis plays out, Hyperliquid, Lighter, Aerodrome, Uniswap, Aave, and Morpho all expand. "We're not just going to trade it on perps. We're going to trade it spot. Lend it. Collateralize it. Put it in vaults. Earn yield. Move it cross-chain." "If we get this right, that's how big of an opportunity this is."
The Rollup29,469 просмотров • 6 дней назад
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 Rollup171,311 просмотров • 1 месяц назад
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 просмотров • 1 месяц назад
Cory Klippsten says the Zcash rotation narrative is a coordinated pump and nothing more. "That was a bullshit coordinated pump by folks in SF. There's nothing special about it." "99% of that stuff is held on exchanges. It's just a meme." "Monero is way, way, way better than an insider pre-mined corporate coin that claims to be private. Zcash is trash."
The Rollup35,165 просмотров • 8 дней назад
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 Rollup159,164 просмотров • 1 месяц назад
XLM price hasn't moved despite DTCC partnerships, tokenization growth, and billions in institutional flows. Denelle Dixon addresses it directly and corrects two two things most people get wrong. First: every single transaction on Stellar uses XLM. Every one. More transactions, more utility. That's how XLM becomes a valuable commodity. Second: fees don't go to the foundation. They're burned, one one-hundred-thousandth of a penny per transaction, locked and burned. That creates value accrual for token holders.Utility is the only thing that demonstrates mainstream activity. Seven years of focus. That matters.
The Rollup110,915 просмотров • 1 месяц назад
The Bull Thesis For Lighter in 2026 with Vladimir Novakovski Timestamps 00:00 Intro 01:37 Perp Market Awareness Today 03:26 Pitching Institutions On Lighter 05:28 Ethereum Security And Escape Hatch 07:54 How Market Makers Stay Comfortable 11:17 How Lighter Bootstraps Liquidity 12:35 Pre-IPO Perp Durability 15:37 Build In-House Or Composable 19:29 US Regulatory Path For Perps 23:29 CFTC Innovation Council Insights 26:39 Questions For Commissioner Hester Peirce 28:07 Team Culture And Miami Office 32:26 Founder Decision Making Framework 34:46 AI Agents And Lighter's Stack 37:30 Perps Market Structure Long View 41:21 Power Law Or Distributed Market?
The Rollup67,626 просмотров • 19 дней назад
"L2s were a failed experiment. App chains were a failed experiment outside of Hyperliquid." Logan Jastremski reveals why he hasn't thought about Ethereum since 2021: "L2s never made sense. A transaction is just bytes. An L2 compresses 5 bytes to 1 byte. If you want compression, why apply it to a low-throughput chain instead of a high-throughput one?" "Ethereum is mostly an artifact of people making money in the early days. From an institutional and product use case standpoint, it's largely dead. The most overvalued asset in the world."
The Rollup146,160 просмотров • 1 месяц назад
Austin Barack (Austin Barack) on Why Venice, Grass, and NEAR Are The Most Undervalued AI Plays Timestamps 00:00 Venice Grass NEAR AI Thesis Intro 01:30 Venice Privacy Overview 02:03 AI Uses 100x More Data 05:14 Three Million Users 05:14 VVE And DM Token Flywheel 08:48 DM Priced Like A Corporate Bond 09:35 $20 Venice Undervalued 11:45 How Grass Makes Money 12:35 Grass Triple Digit Growth 14:16 Grass At $400M Too Cheap 14:49 NEAR Cross-Chain Swap 17:43 Akash GPU Marketplace Update 19:36 AI Stack Breakdown 21:10 Net Token Value Flows Framework 22:11 Buy And Burn Only Works Sometimes 25:56 Two Cohorts In Digital Assets Now
The Rollup131,206 просмотров • 1 месяц назад
Arjun (Arjun Sethi) explains how he reacted when his net worth drop from nearly 1B to 4M. “I looked at that and said, look, I’m still better off than most people. I should be privileged to be in that position.” “If my assets go up and down and oscillate, I just don’t care… I’ll just work harder to get back to that place.”
The Rollup141,809 просмотров • 1 месяц назад
"Retail is dead. The next marginal buyer is institutional." Zach Rynes just killed the store of value narrative for most of crypto. Here's the replacement: "Two models work. Staking dividends. Buybacks. That's it. Same as TradFi has always been." "Hyperliquid: generates revenue, buys back token. Intuitively obvious. The store of value story is dead for most assets. Bitcoin works. Ethereum kind of works. For everything else, dead."
The Rollup106,225 просмотров • 1 месяц назад
Arthur Hayes on why Near and Zcash form the core of his privacy trade: "Zcash is the first place you go. Enabling anonymous value transfer to any chain is huge." "Near: 20x potential. Zcash: 5x over the next year. Didn't scale Near as large as Zcash, the higher the target, the higher the risk." "These two form the core of my privacy thesis. Profiting from the realization that privacy matters in an AI, big tech, big government universe."
The Rollup95,484 просмотров • 1 месяц назад
Kyle Reidhead explains why privacy being inevitable doesn’t make him bullish on Zcash “I’m not bullish on Zcash at all. I think privacy is important, don’t get me wrong, but that’s obvious. This isn’t a narrative. It’s just the basics of finance for most cases, it should probably be private.” “The problem with Zcash is there are no financial services. It’s basically just Bitcoin, which is great, it’s a thing that you hold. But why do we need that to be private? What we want private is DeFi on Ethereum, because we can’t have BlackRock come in, start using Aave, and have everyone read everything they’re doing onchain.”
The Rollup77,098 просмотров • 1 месяц назад
Yan Liberman (Yan Liberman) explains why Grass is the most underappreciated AI infrastructure play in the market: "GRASS made it. $12M in quarterly revenue as of November 2025. Sparse updates, that's why it's been overlooked." "Residential opt-in bandwidth network. Users contribute unused bandwidth through a browser extension. GRASS scrapes the internet with it."
The Rollup71,022 просмотров • 1 месяц назад
Andy asks Illia if Arthur Hayes dumping Near bothered him. Illia's answer says everything about his conviction: "Traders gonna trade. People have very different approaches. I'm here for the long run." "Since 2018. Three bear markets. Born in bear, raised in bear. We've seen investors buy and sell through all of it." "Building revenue streams. Buying back tokens. Working toward deflationary Near. Stack Near, less Near on the market. Clear plan."
The Rollup54,929 просмотров • 27 дней назад
Mert on what he's actually doing with his Zcash position: "I'm not gonna sell. You go to bat for a protocol, you live by the sword, you die by the sword." "No new information has surfaced. Except one less bug exists now. I already did this with Solana. No desertion."
The Rollup54,733 просмотров • 27 дней назад
Arthur Hayes made the case for Zcash as the privacy complement to Bitcoin. Andy's reaction: "I can see Zcash at $2,000-$3,000. Anybody can understand the need for private money. Zcash is going on a generational run." Rob: "I own Zcash. As Bitcoin gets institutionalized, Zcash is becoming the chaos hedge."
The Rollup157,158 просмотров • 2 месяцев назад