Technology

The Rollup

Where digital assets and finance converge. Live from the financial capital of the world.

Website: https://therollup.co/

Latest Episodes:

Why Institutions Are Buying HYPE (And What Comes Next) - Bitwise Head of Research May 29, 2026

Show notes

Ryan Rasmussen joins us to explain how HYPE is the most obvious buy.

Ryan Rasmussen is Head of Research at Bitwise, a digital assets manager.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps

00:00 Largest HYPE ETF Launched

01:14 Why Only Two Issuers

02:37 200 Eyes On Crypto

03:52 Dollar In Dollar Out

04:38 In-House Staking Advantage

07:21 Allocator Lightbulb Moment

08:26 HYPE Is A Buyback

08:55 5% Beats S&P Buyback

12:52 S&P 500 Licensed To HL

13:51 Bear Case Regulatory Risk

14:52 Genius Act Unlocked Everything

19:22 Triple Demand Driver Explained

22:13 Circle USDC Deal Impact

26:25 Comparing HL To NYSE

27:07 TAM Is Insanely Massive

33:27 Stablecoins Hit $5T Scenario

Guest Socials:

Ryan Rasmussen: https://x.com/RasterlyRock

Bitwise X: https://x.com/Bitwise

Bitwise Website: https://bitwiseinvestments.com/

Partners:

Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/

---

APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/

---

Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/

---

Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge

---

Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Learn more here: https://www.zama.org/

---

Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.

Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664

---

𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝘀𝘀𝗲𝘁𝘀 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀:

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://x.com/robbieklages

Follow Andy on X: https://x.com/andyyy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.

Stephen Sikes on Why Public's Agentic Brokerage Changes Everything May 28, 2026

Show notes

Stephen Sikes joins us on this episode of AI Supercyle and explains how the agentic brokerage is live.

Stephen Sikes is COO at Public, an investing platform for serious investors.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps

00:00 Intro And Background

01:18 Platform For Serious Investors

02:26 Alpha AI Research Assistant

03:53 Claude Opus Triggered Pivot

04:36 Agentic Brokerage Goes Live

05:22 Platform Shift Mobile To AI

06:03 Direct To Consumer API

13:02 Covered Call Via Agent

14:24 Deterministic Workflow Explained

15:25 Robinhood MCP Announcement

16:40 Public Beats Robinhood Here

21:00 Crypto As Asset Class Only

25:33 Walk The Bid Order

28:29 Can't Vibe Code Trading

30:36 No Layoffs AI Adds More

33:36 Growth Firms Always Win

Guest Socials:

Stephen Sikes X: https://x.com/Sikes_

Public X: https://x.com/Public

Public Website: https://public.com/

Partners:

Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/

---

APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/

---

Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/

---

Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge

---

Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Learn more here: https://www.zama.org/

---

Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.

Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664

---

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://x.com/robbieklages

Follow Andy on X: https://x.com/andyyy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

Alex Fine on Why Fintechs Going Onchain Is The Biggest Opportunity Right Now May 27, 2026

Show notes

Alex Fine joins this episode of Stabled Up and explains how fintechs are going on chain.

Alex Fine is Founder of Fun, the highest-converting on-chain payments platform.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps

00:00 Intro And Recent Raise

00:38 Fintechs Going On Chain

01:27 Fun: Highest Converting On-Ramp

03:55 Three Eras Of On-Chain Payments

05:38 KYC Bad Risk Models

06:01 99% Fiat To Stablecoins

06:39 The Costco Revenue Model

07:49 $40M Deposit Must Clear

09:30 Smart Personalized Deposit Flows

23:54 AI At Fun Discussion

25:07 AI Plus Six Nines Caution

26:37 Separating Self From Company

27:30 Stress Is Probably Accurate

29:46 Agentic Payments Are Coming

31:03 AI Needs Blockchains For Money

33:36 Fintech 50 H2 Plan

Guest Socials:

Alex Fine: https://x.com/AlexKFine

Fun X: https://x.com/fun

Fun Website: https://fun.xyz/

Partners:

Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/

---

APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/

---

Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/

---

Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge

---

Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Learn more here: https://www.zama.org/

---

Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.

Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664

---

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://x.com/robbieklages

Follow Andy on X: https://x.com/andyyy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

Arthur Hayes & Illia Polosukhin: Privacy Is The Last 1000x (NEAR & ZEC) May 25, 2026

Show notes

Arthur and Illia join The Rollup to cover how privacy is massively mispriced.

Arthur Hayes is the Maelstrom CIO; Illia Polosukhin is the co-founder of NEAR Protocol.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

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

Guest Socials:

Arthur Hayes X: https://x.com/CryptoHayes

Maelstrom Fund X: https://x.com/Maelstromfund

Maelstrom Website: https://maelstrom.fund/

Illia Polosukhin X: https://x.com/ilblackdragon

NEAR Protocol X: https://x.com/NEARProtocol

NEAR Protocol Website: https://www.near.org/

Partners:

Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/

---

APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/

---

Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/

---

Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge

---

Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Learn more here: https://www.zama.org/

---

Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.

Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664

---

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://x.com/robbieklages

Follow Andy on X: https://x.com/andyyy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

How N3xt Can Pay Back Every Customer Unlike JPMorgan May 24, 2026

Show notes

Scott Shay joins this episode of Stabled Up to tell us how Stablecoins are just receipts and more.

Scott Shay is Founder of N3xt, a full reserve digital bank.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps

00:39 Four Banks Founded

01:09 First Native Digital Bank

02:54 Stablecoin Is A Receipt

03:45 Stapling Paper To Cardboard

05:19 Deposits: A Promise To Pay

06:34 All Money Always There

08:25 Signature Bank Was Debunked

08:44 Operation Choke Point Explained

10:18 Can Pay Everyone Back

11:20 Full Reserve Revenue Model

12:44 Self-Service Letter Of Credit

15:51 N3xt Digital Dollar Explained

17:29 On-Chain Private Credit Transparency

21:41 B2B Appeal For Businesses

25:42 TradFi And Crypto Incompatible

26:39 NDI AI Roadmap 2028

Guest Socials:

N3XT X: https://x.com/N3XTinc

N3XT Website: https://n3xt.io/

Partners:

Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/

---

APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/

---

Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/

---

Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge

---

Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Learn more here: https://www.zama.org/

---

Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.

Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664

---

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://x.com/robbieklages

Follow Andy on X: https://x.com/andyyy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

Is Bitcoin The Best Hedge For What's Coming? | Evan Szu May 23, 2026

Show notes

Evan Szu joins us on The Rollup to explains how a recession is coming before inflation.

Evan Szu is CEO of Gamma Prime, a curated alternative investment platform.

The Rollup is where the leaders of digital assets and finance converge.

Timestamps

00:00 Intro And Evan's Background

00:33 Thirty Years In Commodities

01:06 Why Gamma Prime Was Built

01:52 Client Spectrum Explained

03:09 Exotic Alts Film Finance And Reinsurance

03:41 Family Offices Want Delta Neutral Crypto

05:19 Tokenization Pragmatic View

05:33 Fund Zero Fractional Sizing

08:40 Bitcoin As Safe Haven Asset

09:42 Long Bitcoin First Time In 18 Months

09:42 Inflation Scare Is Overplayed

11:16 Stealth QE Has Begun

12:27 Recession Before Inflation Call

Guest Socials:

Evan Szu X: https://x.com/GammaEvan

Gamma Prime X: https://x.com/GammaPrime_Com

Gamma Prime Website: https://gammaprime.com/

Partners:

Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/

---

APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/

---

Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/

---

Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge

---

Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Learn more here: https://www.zama.org/

---

Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.

Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664

---

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://x.com/robbieklages

Follow Andy on X: https://x.com/andyyy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

Austin Barack: My AI Bull Thesis (...And What I'm Holding) May 22, 2026

Show notes

Austin Barack joins us for this episode of AI Supercycle to cover how exactly the AI privacy stack is undervalued.

Austin Barack is Founder of Relayer Capital, an AI-focused digital assets fund.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

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

Guest Socials:

Austin Barack X: https://x.com/AustinBarack

Relayer Capital X: https://x.com/RelayerCapital

Relayer Capital Website: https://relayer.capital/

Partners:

Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/

---

APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/

---

Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/

---

Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge

---

Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Learn more here: https://www.zama.org/

---

Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.

Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664

---

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://x.com/robbieklages

Follow Andy on X: https://x.com/andyyy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

Why Banks Are About To Make More Money From Stablecoins with Simon Taylor May 21, 2026

Show notes

Simon Taylor explains how Stablecoins are the WhatsApp for money.

Simon Taylor is Founder of Fintech Brainfood, a leading digital finance newsletter.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps

00:00 Intro And Simon's Background

01:08 Ten Years In Banking

01:37 Head Of Crypto At Barclays 2015

03:10 Western Union Stablecoin Thesis

04:02 Kill Bank Holidays

06:33 Stablecoins Rail Above Rails

08:19 WhatsApp For Money Thesis

09:55 Stablecoin Supercycle Confirmed

10:30 Distribution Wins The Race

13:14 Genius Act Watershed Moment

13:35 Mercury $5.2B Valuation Breakdown

19:03 Tempo Machine Payments Protocol

20:29 Gas Fee Consistency As Key Feature

24:02 Tokenized Deposits Vs Stablecoins

24:43 New Weekend Fee Revenue For Banks

25:44 Business Case For Banks Coming

Guest Socials:

Simon Taylor X: https://x.com/sytaylor

Tempo X: https://x.com/tempo

Tempo Website: https://tempo.xyz/

Partners:

Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/

---

APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/

---

Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/

---

Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge

---

Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Learn more here: https://www.zama.org/

---

Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.

Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664

---

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://x.com/robbieklages

Follow Andy on X: https://x.com/andyyy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

Variational Founder: $50M Series A, RWA Perps, And TradFi Onchain (Why Now) May 20, 2026

Show notes

Lucas Schuermann joins The Rollup to cover how Variational raised $50M to build the on-chain brokerage.

Lucas Schuermann is Founder and CEO of Variational, a zero-fee on-chain brokerage.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps

00:00 $50M Raised

00:54 Ten Years In Quant And HFT

01:29 Q Capital Dorm Room Story

01:46 Genesis Trading Chapter

02:23 Variational Started As Prop Shop

04:08 Luna FTX Risk Lessons

05:55 Dragonfly Series A Breakdown

07:03 RFQ Not Order Book Design

09:08 Trading Global Markets Onchain

12:42 $16B Volume In 30 Days

15:58 50% Of HyperLiquid Is RWA

19:43 Zero Fee Revenue Model

25:00 Robinhood GameStop Question

28:53 Why Built On Arbitrum

32:33 Exchanges Vs Brokerage Models

36:01 100 Plus RWA Markets Coming

Guest Socials:

LVS X: https://x.com/variational_lvs

Variational X: https://x.com/variational_io

Variational Website: https://www.variational.io/

Partners:

Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/

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APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/

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Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/

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Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge

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Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Learn more here: https://www.zama.org/

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Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.

Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664

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Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://x.com/robbieklages

Follow Andy on X: https://x.com/andyyy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

How Avalanche Is Powering The $2B Tokenization Wave | Olivia Vande Woude May 16, 2026

Show notes

Olivia joins this episode of Stabled Up to cover how Tokenized finance will be invisible.

Olivia Vande Woude leads tokenization business development at Ava Labs, builders of Avalanche.

The Rollup is where the leaders of digital assets and finance converge.

Timestamps

00:00 Embedded Finance Defined

01:44 Tokenized Assets In Finance Stack

03:25 1500 Fintechs In LatAm And APAC

04:23 Ava Labs Trusted Advisor Approach

05:19 LatAm Demand For Stablecoins

05:50 Yield On Idle Stablecoins

06:42 Axiom $1B On Avalanche

09:04 On-Chain Dollar Stays On-Chain

09:45 Legal Structuring Is Everything

11:22 End Game Is Invisibility

13:35 APAC Tokenization Push

14:21 $2B Securities To Avalanche

15:19 Who Is Making Money

17:46 Distribution Is The Next Problem

18:31 Supply Side Solved

Guest Socials:

Olivia Vande Woude X: https://x.com/cryptoreine

Ava Labs X: https://x.com/avalabs

Ava Labs Website: https://avalabs.org/

Avalanche X: https://x.com/avax

Avalanche Website: https://www.avax.network/

Partners:

Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/

---

APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/

---

Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/

---

Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge

---

Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Learn more here: https://www.zama.org/

---

Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source.

Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664

---

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast