Technology

The Rollup

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

Website: https://therollup.co/

Latest Episodes:

Max Gokhman on Why the 60/40 Portfolio Is Dead Apr 10, 2026

Show notes

Franklin Templeton's Deputy CIO Max Gokhman breaks down why 60/40 is dead, how $1.7T heads onchain, and why TradFi and DeFi are merging into one market.

Max Gokhman is Deputy CIO at Franklin Templeton Investment Solutions, managing $1.7T across equities, fixed income, and digital assets.

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

Timestamps:

00:00 Intro

02:14 Rise of 24/7 Trading

05:30 NYSE's Blockbuster Moment

08:45 Alpha in Onchain vs. Off-Chain

12:20 Arb Opportunities Decaying Fast

15:10 Franklin x Ondo Partnership

18:40 Who Buys Tokenized ETFs?

22:15 TradFi Meets DeFi

26:00 60/40 Portfolio Is Dead

29:30 Goals-Based Investing Explained

33:00 Digital Asset Allocation Framework

36:20 Valuing DeFi Protocol Tokens

40:10 Why Gaming Tokens Still Matter

44:30 AI Coming for Asset Managers?

47:00 Agentic Investment Committee Built

51:20 Client-Facing AI Systems

54:00 Advisors Pitching Digital Asset ETFs

Website: https://therollup.co/

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

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

Follow Rob on X: https://www.x.com/robbiek__

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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.

Brian Wong: I Solved the AI Investment Playbook Apr 09, 2026

Show notes

Brian Wong joins this episode of AI Supercycles to break down his barbell investment strategy for the AI boom, why the real AI x digital assets trade is in stablecoin app layer companies, and much more.

Brian Wong is a serial entrepreneur and co-founder of Ascii Ventures, a fund focused on behind-the-scenes infrastructure and boring tech that powers daily life.

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

Timestamps:

00:00 Intro

01:05 Ascii Ventures Thesis

03:32 Barbell Investment Strategy

05:35 Secondary Markets Opportunity

07:21 Digital Assets Stablecoin Focus

09:28 Emerging Markets Adoption

10:26 OpenAI & Anthropic Valuations

15:09 AI Services Comeback

18:51 Prompt-Less AI Explained

20:45 Agents Buying Things For You

24:29 From Prompting to Prompt-Less

28:13 AI Trust Gap Problem

31:23 AI as Amplifier Not Replacement

33:22 AI Ethics & Bias Risk

38:46 AI Psychosis & LLM Flattery

42:12 Education System Is Broken

45:34 How To Stay Human

Website: https://therollup.co/

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

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

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

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

The Rollup Disclosures: https://goodidea.ventures

Logan Jastremski: Will Hyperliquid Flip Solana? Apr 08, 2026

Show notes

Logan Jastremski joins The Rollup to break down why blockchains are really just global exchanges, why localized ingestion beats co-location as a trading model, and more.

Logan Jastremski is the co-founder of Frictionless Capital, a venture fund focused on high throughput blockchains and trading infrastructure.

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

Timestamps:

00:00 Intro

02:51 SOL vs. HYPE Thesis

05:30 Co-Location vs. Localized Ingestion

07:20 Hyperliquid's Real Innovation

12:11 Blockchains Are Exchanges

13:49 Localized Ingestion Explained

17:34 Hyperliquid Regulatory Risk?

18:12 HYPE as Regional Exchange

21:10 Can SOL Win Perps?

24:36 Ethereum Is Dead

28:34 ZK Doesn't Speed Trading

34:26 Product Over Decentralization

46:48 Blockchains as Exchanges DCF

53:35 Ethereum's Throughput Path

58:27 Will HYPE Flip SOL?

Website: https://therollup.co/

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

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

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

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

The Rollup Disclosures: https://goodidea.ventures

The Past, Present, And Massive Future of Stablecoins (...Trillions Coming) - Stably CEO Apr 07, 2026

Show notes

Kory Hoang joins this episode of Stabled Up to break down his full stablecoin taxonomy, Polymarket's new stablecoin, how stablecoins have evolved into multiple secotrs, why 'payments money' and 'savings money' can never be the same asset, how he thinks about Ethena's new backing strategy, and more.

Kory Hoang is the CEO and co-founder of Stably, one of the earliest stablecoin infrastructure companies with over eight years in the space.

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

Timestamps

00:00 Intro

00:45 Kory's Background & Stably

04:26 The 2019 Stablecoin War

06:12 Stablecoin Taxonomy Explained

09:23 CDP & Strategy Backed Stablecoins

11:33 Athena's Hybrid Reserve Update

13:27 Risks of Strategy Backed Stablecoins

15:03 Yield vs. T-Bills Debate

18:40 Polymarket Issues Own Stablecoin

19:09 Why Every Platform Needs One

23:11 Float Income & Yield Forwarding

24:48 Just-in-Time Payments Risk?

26:39 Yield Forwarding Not Yield Bearing

29:57 Payments vs. Savings Money

30:47 Yield as a Tax on Velocity

34:35 Genius Act & Regulatory Evolution

38:23 Stablecoin Money Supply Deep Dive

42:29 M2 Multiplier: 1.13 vs. 4.21

Website: https://therollup.co/

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

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

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

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

The Rollup Disclosures: https://goodidea.ventures

Aerodrome Co-Founder: 90% of Top 100 Tokens Are Uninvestable (Here's Why) Apr 04, 2026

Show notes

Alex Cutler joins The Rollup live from Digital Asset Summit to break down why DEXs are producing more fees than the chains they run on but worth a fraction of their market cap, and more.

Alex Cutler is the co-founder of Aerodrome, the largest DEX on Base and one of the fastest-growing liquidity protocols in DeFi.

Timestamps:

00:00 Intro

01:21 Top 100 Token Reshuffle

03:15 Institutions & DeFi Builders

04:45 Tokenized Equities on Chain

06:44 Composability & DeFi Primitives

07:43 AMMs vs. Order Books

08:58 AMMs Still Dominate

09:17 What's Going on With Base?

10:41 Aero vs. Hyperliquid

11:53 DEX Fees vs. Chain Fees

13:50 How to Evaluate Token Revenue

15:34 Token Dividends & Regulation

16:29 Active vs. Passive Value Accrual

18:19 New DeFi Primitive Teaser

Website: https://therollup.co/

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

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

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

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

The Rollup Disclosures: https://goodidea.ventures

James Seyffart on Why 150 Digital Asset ETFs Are Coming Apr 03, 2026

Show notes

James Seyffart joins The Rollup live from DeFi Day to break down why 150 crypto ETF filings are in the pipeline, what Blackrock tokenizing every ETF actually means, and more.

James Seyffart is a senior ETF research analyst at Bloomberg Intelligence and one of the most followed voices on digital asset ETFs.

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

00:00 Intro

00:34 Adoption vs. Price Disconnect

03:55 Blackrock Tokenizing Every ETF

05:11 150 Crypto ETF Filings

07:15 Staked Ethereum ETF Breakdown

08:40 What Excites James Most

09:56 Actively Managed Crypto ETFs

11:08 Active ETF Explained Simply

12:09 Are Vaults the New ETF?

14:46 Hyper Liquid Breaks Mainstream

16:26 Polymarket on Bloomberg Terminal

17:34 What Bloomberg Is Watching

19:42 Which Coins Need ETFs?

Website: https://therollup.co/

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

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

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

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

The Rollup Disclosures: https://goodidea.ventures

Is Privacy the Last Unsolved Problem in Digital Assets? | Rand Hindi Apr 01, 2026

Show notes

Randi Hindi joins The Rollup live from DeFi Day in Cannes to make the case for Fully Homomorphic Encryption over ZK and TEEs, why permissioned blockchains will lose to public chain, and more.

Rand Hindi is the CEO and co-founder of Zama, the leading builder of Fully Homomorphic Encryption infrastructure for public blockchains.

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

Timestamps:

00:00 Intro

00:37 Permissioned vs. Permissionless

01:11 Intranets Lost. So Will They.

02:07 FHE Beats ZK & TEEs

05:12 FHE & ZK Together?

06:30 Privacy on Ethereum L2s

07:31 Credibly Neutral Infrastructure

08:59 Shielding Assets on Ethereum

09:12 Mainnet & L2 Plans

10:02 T-REX $100B Partnership

11:24 The $120T Opportunity

12:08 T-REX Chose Public Chain

13:46 Why T-REX Excites Rand

14:50 What's Next for Zama

Website: https://therollup.co/

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

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

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

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

The Rollup Disclosures: https://goodidea.ventures

How Institutions Are Being Forced to Tokenize with Theo Golden Mar 31, 2026

Show notes

Theo Golden, Tokenization Lead at Baillie Gifford, joins The Rollup live from DeFi Day to break down why direct tokenization beats the wrapped model for institutions, how 19 financial intermediaries are collapsing to three, and more.

Theo Golden is the Tokenization Lead and bond portfolio manager at Baillie Gifford, one of the UK's largest active asset managers with $300 billion AUM.

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

Timestamps:

00:00 Intro

00:54 Baillie Gifford Explained

02:07 Theo's Day-to-Day Role

03:41 Same But Better Framework

08:30 On-Chain vs. Off-Chain Risk

09:06 First Fully Native UK Fund

09:49 Wrapped vs. Direct Tokenization

12:36 Transfer Agency & Books of Records

13:52 Representative vs. Native Tokenization

14:58 What Triggered Institutional Adoption

15:51 On-Chain Compliance & Cost ROI

16:25 Who Gets Disrupted Most?

17:23 19 Intermediaries Become Three

19:36 Banks as Tokenization Winners

20:09 Crypto Native Teams to Watch

Website: https://therollup.co/

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

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

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

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

The Rollup Disclosures: https://goodidea.ventures

Stani Kulechov on Why Aave V4 Is The Most Resilient DeFi In The World Mar 30, 2026

Show notes

Stani Kulechov joins The Rollup live from DeFi Day to reflect on the V4 announcement & break down the hub-and-spoke architecture, how Aave is positioning for RWAs and tokenized equities, the Whop integration bringing 21 million fintech users into DeFi, his vision for abundance, and more.

Stani Kulechov is the founder of Aave, one of the largest and most resilient DeFi lending protocols in the world. He has been building at the forefront of DeFi since 2017 and is a leading voice on the future of onchain credit, stablecoins, and real-world assets onchain.

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

Timestamps:

00:00 Intro

00:14 V4 Launch Reaction

01:03 Risk Architecture Explained

03:05 Hub & Spoke Liquidity Model

04:50 Three Risk Tiers Breakdown

05:44 Bootstrapping New Use Cases

06:59 Aave V4 vs. V2 & V3

08:35 Institutional Capital Coming Onchain

12:23 RWA Pools & Collateral Strategy

13:04 GHO's Role in Credit Markets

14:53 Quarterly Call Highlights

16:59 Whop Integration Breakdown

17:39 Aave App & Consumer Abstraction

19:56 Chainlink SVR Announcement

21:01 What Aave Users Need To Know

23:19 Permissioned vs. Permissionless

25:19 Future of Public Chain RWAs

26:16 Who Wins the Tokenization Race?

Website: https://therollup.co/

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

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

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

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

The Rollup Disclosures: https://goodidea.ventures

Hyperliquid Strategies CEO: Hyperliquid Is Extremely Undervalued (...And What Comes Next) Mar 29, 2026

Show notes

David Schamis, CEO of Hyperliquid Strategies, joins us in the Tokenization Tower in NYC to break down how they raised $888M, why most other DATs are in trouble, his Hyperliquid bull & bear case, why HIP-3 changed everything, and updates from his company.

David Sheamus is the CEO of Hyperliquid Strategies, the largest DAT for Hyperliquid. He is also co-founder and CIO of Atlas Merchant Capital, a private equity firm co-founded with Bob Diamond, former CEO of Barclays.

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

Timestamps:

00:00 Intro

01:01 What Is Hyperliquid Strategies?

02:11 Why the World Needed a Hype DAT

03:25 The $888M Raise Explained

06:00 Why Most DATs Are Underwater

07:10 How the Hyperliquod Thesis Has Evolved

10:32 The War That Proved Hyperliquid

12:31 24/7 Trading and Instant Settlement

14:00 S&P500's Deal with Trade XYZ

15:39 Commodities vs. Equities on HIP-3