The Rollup
@therollupco • 58,836 subscribers
Where digital assets and finance converge. Live from the financial capital of the world. Hosted by @andyyy & @robbieklages
Shorts
Videos
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 Rollup92,295 görüntüleme • 5 gün önce
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 Rollup473,118 görüntüleme • 2 ay önce
Eleanor Terrett on the FTX ghost haunting Clarity Act politics: "There's a lot of PTSD from FTX, especially among Democrats who took money from Sam Bankman-Fried, gave time to SBF, who ended up being what he was." "A lot of folks on the Hill haven't recovered from that. They see crypto as synonymous with FTX and SBF." "There's a world where they just can't see beyond that, no matter what the industry does to redeem itself." "But the Clarity Act itself has bankruptcy remoteness protections built in. If a crypto exchange fails, customers get the same rights they'd have if a traditional financial platform went bankrupt." "The bill prevents another FTX and that's exactly what Democrats say they want."
The Rollup74,615 görüntüleme • 15 gün önce
FULL INTERVIEW: Vladimir Novakovski on Lighter x Robinhood Chain, Token vs. Equity, and Lessons from Quant Days Timestamps 00:00 Intro 04:23 Options On Pre-IPO Stocks 06:49 Robinhood And Telegram Partnerships 09:58 Regulatory Parameters Per Instance 12:39 A Global Liquidity Layer 16:18 The Token Is The Equity 19:00 Buyback Mechanics Explained 21:13 Clarity's Revenue Sharing Rules 24:39 Diversified Revenue Story 28:27 Institutional Vs Retail Tracks 31:44 Lessons From Citadel And SBF 34:02 AI Agents Start Trading
The Rollup51,042 görüntüleme • 12 gün önce
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 Rollup153,103 görüntüleme • 1 ay önce
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 görüntüleme • 2 ay önce
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 Rollup171,316 görüntüleme • 2 ay önce
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 görüntüleme • 2 ay önce
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 görüntüleme • 2 ay önce
"Every single financial institution in the world is going to bring their business onto crypto rails." jesse.base.eth on where finance is headed and how Base is at the center of it. - While every other ecosystem is down in TVL since 2025, Base is up 35% - It's the second-largest borrow/lend market in the world - Bitcoin and Ethereum trade more on Base than any other chain on spot - 90% of agentic-finance transactions on x402 happen on Base
The Rollup20,634 görüntüleme • 9 gün önce
"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 Rollup146,464 görüntüleme • 2 ay önce
FULL INTERVIEW: CLARITY Act Full Update From A Few Days On Capitol Hill with Salman Banaei, GC at Plume Timestamps: 00:00 Intro 01:19 Trump $2 Billion Meme Coin Controversy 03:29 Private Negotiations Happening Now 06:03 Trump Personally Attached To Ethics Clause 09:44 Four Areas Of Debate Explained 12:27 DeFi Provision Breakdown 15:00 Clarity Act Market Structure Deep Dive 19:05 Next Window Is Post 2028 Election 21:29 August 10th Hard Deadline Confirmed 24:52 Transaction Based Rewards Permitted
The Rollup44,961 görüntüleme • 27 gün önce
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 Rollup131,807 görüntüleme • 2 ay önce
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 görüntüleme • 3 ay önce
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 Rollup111,047 görüntüleme • 2 ay önce
DeFi Dad says even Ethereum's biggest competitors, Solana, Hyperliquid, are hugely reliant on it. "I still believe Ethereum's market cap should be in the trillions, based on all the economic activity it hosts." "Destroy the Ethereum network tomorrow and you take down, conservatively, 60% of all DeFi. Probably more, because of the dependencies." "L1 acts as the hub between all these chains, whether Solana likes it or not. People love to move between chains, and the volume flows back to L1." "Even if you're a Hyperliquid bull, you're hugely reliant on Ethereum."
The Rollup31,220 görüntüleme • 19 gün önce
"I think this is a generational opportunity to go about build." Santiago Roel Santos on the AI opportunity he calls generational: "I tell my team: we can build massive businesses by acquiring smaller organizations, bringing them under one roof, and making them way more efficient." "Give me something that takes 80 hours to produce. It might now take two hours, and you're still billing the exact same amount to the end customer." "Similar to crypto, there's a massive opportunity to increase throughput and lower costs across most industries. It's incredibly exciting."
The Rollup14,678 görüntüleme • 9 gün önce