The Rollup
by Where digital assets and finance converge. Hosted by Andy and Robbie.
Latest episode
Dan Tapiero: Digital Assets Are Headed To $50 Trillion (50T Thesis)
Dan Tapiero: Digital Assets Are Headed To $50 Trillion (50T Thesis)
About this podcast
Where digital assets and finance converge. Live from the financial capital of the world.
Website: https://therollup.co/
Episodes
The newest 50 of 757 episodes
- Dan Tapiero: Digital Assets Are Headed To $50 Trillion (50T Thesis) · 39 minDan Tapiero says digital assets are on a path to $50 trillion, and Bitcoin's bear market is already behind us. Live from DAS London, the 50T Funds CEO and CIO joins Andy to…
- Evan Van Ness: Pearl Could Be Bigger Than Bitcoin (PEARL Thesis) · 38 minEvan Van Ness sees an opportunity bigger than Bitcoin hiding inside the AI boom, and he's convinced Pearl is the project positioned to capture it. He joins Andy and Rob to unpack…
- John D'Agostino: Tokenization Is Already Here (Coinbase Institutional) · 16 minJohn D'Agostino says the debate is over: tokenization is already here, and the biggest names in finance are moving onchain right now. Live from LINK NYC, John sits down with Andy…
- Tom Pikett: DTCC Is Bringing $30 Trillion Onchain (Insider Take) · 19 minTom Pikett says the token isn't the product. The real unlock is collateral that can move anywhere, at any hour. Tom is Executive Director at DTCC Digital Assets. In this…
- Tom Zschach: Trillions Are Coming Onchain And Institutions Are Ready (Acceptance Layer) · 21 minTom Zschach says anyone still doubting tokenization is already behind: the institutions are here, the rails are live, and the shift is happening now. Three years ago nobody would…
- Diego Perez de Ayala: Wall Street Is Going Onchain (Frictionless) · 33 minDiego Perez de Ayala says the industry chased the wrong bet for years, and the trillions are in rebuilding the financial system itself. Diego, known as Solana Legend, joins Andy…
- Kristen Mierzwa: The Russell Is Going Onchain 24/7 (Insider Take) · 21 minKristen Mierzwa says every big traditional asset class now wants what digital assets have had all along: 24/7 markets. FTSE Russell has priced digital assets around the clock…
- Jeremy Schwartz: Today Is Nothing Like The 2000 Tech Bubble · 35 minJeremy Schwartz says today is nothing like 2000. The expanded tech sector trades around a 22 forward P/E, Tesla is the only big stock priced like the dot-com era, and for public…
- James Seyffart: Tokenization Is Still So Early, We're In The Second Inning · 19 minJames Seyffart says we are so early in the tokenization build-out, like the second inning. Tokenized stocks are ramping aggressively, following the same path stablecoins took a…
- Sergey Nazarov: Tokenization Will 10x The Money Coming Onchain · 27 minSergey Nazarov says the whole industry only keeps succeeding if net new money keeps coming onchain, and now the job is to 10x that money. The way to do it, he says, is to use…
- Jim Ferraioli: Tokenization Is Now The Wall Street Consensus · 16 minJim Ferraioli believes Wall Street's move on-chain has finally arrived, and that this cycle is unlike any before it. In this episode, Rob sits down with Jim, Head of Crypto…
- Matt Hougan & Ryan Rasmussen: The Next Bull Run Is Already Here (There Are No Sellers Left) · 29 minMatt Hougan and Ryan Rasmussen say the money that was going to leave digital assets already left, and once the Anthropic IPO passes, the floodgates could open for capital…
- Arush Sehgal: Tokenized Clearing Is The Next Big Unlock (Full Interview) · 41 minArush Sehgal joins us for an insider look at the clearing breakthrough that could change how every tokenized asset trades. Alpaca's Head of Digital Assets explains why the…
- CZ: Why Tokenization Will Open U.S. Markets To The Rest Of The World · 7 minCZ joins us in NYC the same morning he rang the Nasdaq opening bell, with a clear message: tokenization is how the rest of the world gets access to U.S. markets. Most people…
- Tarun Chitra: Quantum Money Is The Next Frontier For Digital Assets (Full Interview) · 23 minTarun Chitra says the future of money will be built to survive even if all of today's cryptography breaks. In this conversation, he explains why Ethereum works as a cryptographic…
- Illia Polosukhin, Alex & Anton: Why Confidential AI Is The Next Big Shift · 55 minIllia Polosukhin, Alex and Anton say the future of AI and finance is confidential and user-owned, and they think NEAR is set to lead it. In this conversation, the NEAR team…
- Sandy Kaul: The First Institutional Bull Run Has Begun (Strong Hands Now) · 19 minInstitutions are extremely underexposed to digital assets, and Sandy Kaul says this quiet market is exactly the time to position. Tokenizing since April 2021, Franklin Templeton…
- Alex Cutler: Spot Exchanges Are The Biggest Opportunity In Crypto (Trillions Incoming) · 20 minAlex Cutler says spot exchanges are the single biggest opportunity onchain, and Aero is built to take the lion's share. Alex breaks down the launch of the all new Aero across…
- Sam Kazemian: The Neobank App Store Era Is Here · 18 minSam Kazemian maps out why the next wave of stablecoin products will look nothing like today's consumer cards. From Token 2049 DAS Asia, Sam walks through FraxNet as a neobank app…
- Avalon Ingram: Banks Are Done Experimenting With Tokenization · 24 minAvalon Ingram says institutional adoption of tokenization is no longer a question, and Swift's live ledger is the proof. Swift's blockchain-based shared ledger went live nine…
- Dan Romero: How Stablecoin Growth Is Setting The Stage For An Explosive Bull Market (Bull Case) · 47 minDan Romero joins The Rollup for an insider look at how stablecoins are about to power the next era of global payments. Dan explains why the Genius Act opened the door for banks…
- Krista Lynch: Wall Street Is Going All In On Digital Assets (Insider Take) · 17 minKrista Lynch says financial advisors have gone from dodging Grayscale's calls to flooding its inbox, and the firm just filed to tokenize two new products. The Grayscale executive…
- Arthur Hayes: The Biggest Bull Run Of Your Life Is Just Starting (Full Thesis) · 1 h 2 minArthur Hayes says US commercial bank balance sheets are up roughly $200 billion and every Fed hike pushes billions more into financial assets like crypto. Arthur explains why…
- Illia Polosukhin: NEAR Is Ready For The Quantum Era (Full Thesis) · 12 minIllia Polosukhin joins us for a session at TOKEN2049 Singapore and explains why NEAR is one of the biggest opportunities in digital assets today. He says it was designed with…
- Keone Hon: Wall Street And Degens Are Both Coming To Monad (Here Is Why) · 8 minEveryone wants good execution and access to the best opportunities and Keone Hon says that's why there's no real contradiction between Monad's consumer culture and its…
- Seth Ginns & Anthony Pecore: Why Liquid Assets Win The Tokenization Super Cycle (Full Breakdown) · 20 minSeth Ginns says the market has the tokenization trade backwards: pre-IPO equities are the exciting story, but assets that already trade with deep liquidity, like equities and…
- TJ Miller & Jordan Jefferson: Dogecoin Is The Currency Of Mars (Never Bet Against Elon) · 15 minNever bet against Elon. Jordan Jefferson says if you can't see us getting to Mars, you're not going to make it, and Dogecoin ends up the currency when we do. He breaks down the…
- Dinari: Confirming Asset-Settled Perps On U.S. Equities (The Full Story) · 14 minGabriel Otte says the SEC's tokenization innovation exemption is so close to Dinari's own model that he couldn't have written it better himself. The Dinari co-founder explains…
- Matt Hougan & Sal Ternullo: NEAR Is One Of The Best Positioned Assets In Crypto · 35 minWith 130% dispersion between the best and worst of the top 20 assets over 30 days, Matt Hougan calls that the healthiest signal digital assets has produced in a decade, because…
- Tom Zschach: The Swift Ledger Is Live And Banks Are Already Using It (Faster Than Anyone Expected) · 14 minThree years ago nobody at Swift was thinking about carrying a token across the network and now the ledger is live and banks are settling cross-border payments with their own…
- Sergey Nazarov: Why Hundreds Of Trillions Of Dollars Are Coming Onchain Right Now (Tokenization Supercycle) · 25 minSergey Nazarov says that critical mass is very close now, and when it tips, the amount of tokenized equity in existence skyrockets. He explains Chainlink's role as the interface…
- Rob Krugman: This Is The Biggest Unlock In Finance Yet (2027) · 19 minBroadridge is already settling $380 billion a day in repo onchain, and Rob Krugman expects that to clear a trillion by year end. He explains what actually changes when overnight…
- Vlad Tenev: Trillions Of Assets Are Coming On Robinhood Chain (Tokenize The World) · 5 minRobinhood CEO Vlad Tenev joins Andy live from the HOOD Summit in Houston, Texas for a quick conversation about tokenization and Robinhood Chain. He told us to look at the…
- Joseph Chalom: Ethereum Is The Toll Road To Everything (Larry Fink's Words) · 31 minJoseph Chalom says Larry Fink's line that Ethereum is the toll road to tokenization is exactly the right way to think about the asset, and he lays out why the market's bearish…
- Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis) · 40 minEric Conner says something is happening in crypto he's never seen in 14 years of watching these markets: coins like Zcash and the perp exchanges are decoupling from Bitcoin…
- Nathan McCauley: Tokenized Deposits Are The Real Trojan Horse For Banks (Insider Take) · 24 minNathan McCauley says most banks don't actually know how much money is in their own accounts until the end of the day, and he explains why tokenized deposits are quietly fixing…
- Dragonfly's Haseeb Qureshi: The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned) · 30 minHaseeb Qureshi joins to catch us up on his portfolio, why he's extremely bullish on perps, tokenization, and prediction markets. He explains how more than half of Hyperliquid's…
- Se Yong Park: Why The Trillion Dollar Opportunity Is Social (Ground Floor) · 18 minSe Yong Park says FOMO has the first objective feedback loop in social media history: you made money, or you didn't. He frames it as social media three, the speculation graph…
- Carlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis) · 18 minCarlos Domingo says what Robinhood issued are debt securities, and the industry is conflating three very different products under one word. He walks through all three models…
- Ethena CEO: The Market Just Got 60x Bigger (Everything Changes) · 19 minRWA perps just expanded Ethena's addressable market from $2.5 trillion of crypto to $150 trillion of everything else. Guy Young explains why he thinks that's a bigger unlock than…
- Kevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis) · 13 minKevin O’Leary joins us in NYC for an interview about his allocation and views on the digital asset market.Digital assets becoming the twelfth sector of the S&P was his core…
- Circle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early) · 15 minJeremy Allaire joins us from the Arc mainnet launch event in NYC this week to discuss the explosive growth ahead of agentic finance. Mobile existed for fifteen years before iOS…
- Will Peck: How WisdomTree Went From $30M To Over $1 Billion Onchain (Full Breakdown) · 35 minWisdomTree's Head of Digital Asset's Will Peck joins us for Episode #1 of Convergence, our new institutional product for sophisticated investors in partnership with Jacquelyn…
- CMS Holdings: The Next Bull Market Is Upon Us (How To Position For Success) · 40 minCMS Holdings operator Dan joins us for a conversation about positioning for the next bull market. Tokenized equities end up bigger than stablecoins, and Dan Matuszewski thinks…
- Sam Kazemian & Raagulan Pathy: Why Neo Banks Are Quietly Selling Themselves (Full Interview) · 35 minRaagulan Pathy says KAST becomes a $100 billion company or it fails outright. There's no in-between, and he explains exactly why on this episode. The KAST founder and Frax's Sam…
- John Gillen: Ethereum Will Fly From Here And Most Investors Aren't Ready (Here's Why) · 22 minJohn Gillen says Ethereum could hit $4,000 before the end of the year, and he's been making that case in a viral essay series called Wartime Ethereum. The ex-BlackRock analyst…
- Felix Jauvin: Why The Fiat Debasement Trade Is Set To Explode Soon (Full Portfolio Construction) · 43 minFelix Jauvin says he's as bullish as he ever has been on digital assets and thinks the bottom is in. He's also been quietly rotating Bitcoin into Zcash and he lays out exactly…
- Dan Held: SpaceX Will Hit $100 Trillion Market Cap In 20 Years (The Detailed Thesis) · 42 minDan Held joins us to unpack what it means to become a generational investor in today's world. For reference, he bought Bitcoin in 2012 and recently sold a lot to pour it into…
- Arthur Hayes: Ethereum Will Outperform The Entire Market (It’s My Biggest Position) · 41 minArthur 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…
- Jake Chervinsky: Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained) · 44 minJake Chervinsky joins us in the Tokenization Tower to explain the path for Hyperliquid to enter the US markets. Trump said "Hyperliquid" on national television and Jake…
