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The Rollup

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Latest Episodes:

Why DAT Mania Is Dead And What Comes Next With Haseeb Qureshi Oct 24, 2025

Show notes

DAT mania is over and it reveals the fundamental problems with retail speculation and user-generated markets.

In this episode, we sit down with Haseeb Qureshi from Dragonfly to discuss why the DAT craze died, what actually moves markets now, and why user-generated prediction markets will never work at scale.

We discuss:

- Why DAT Mania Is Officially Over

- The Death of Strong TGE Hype

- Bull Market Fatigue & Retail's Money Problem

- ETF Approvals Won't Save Long-Tail Alts

- Polymarket vs Kalshi: Who Wins Sports Betting?

- Why User-Generated Markets Will Never Work

- Monad & Mega: Launching Into Depression

Timestamps

00:00 Intro

00:37 DAT Mania Status Check

02:29 NAV Compression & Market Reality

06:12 Long-Tail ETF Disappointment

09:50 What Actually Moves Markets Now

13:50 Talus Ad, Relay Ad, Hibachi Ad

14:32 Beyond Meat, AI & Hot Money Flows

16:28 Haseeb's Macro Takeaways

19:35 Gold's Weird Rally vs Bitcoin

21:49 Fed Master Accounts Explained

28:26 Stablecoins & Banking Dynamics

31:02 Strong vs Weak TGE Chart Analysis

38:01 Power Law Distribution in Tokens

40:45 Upcoming TGEs: Monad & Mega

41:31 Alvara Ad, Enso Ad

41:55 NHL Prediction Market Wars

44:49 DraftKings Enters the Game

46:41 User-Generated Market Failure

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The Rollup Disclosures: https://therollup.co/the-rollup-discl

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.

Rollup TV: Trezor and Haseeb from Dragonfly Oct 24, 2025

Show notes

The Rollup TV is brought to you by:

AltLayer: https://www.altlayer.io/

SQD: https://www.sqd.ai/

Kalshi: https://t.co/UEGdJMRFFZ

NEAR: https://kalshi.onelink.me/1r91/kalshix

Frax: https://frax.com

Polygon: https://polygon.technology

Talus: https://testnet.talus.network/testnet

Relay: https://linktr.ee/relayprotocol

Join The Rollup Family:

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/robbie_rollup

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

Join our TG group: https://t.me/+8ARkR_YZixE5YjBh

The Rollup Disclosures: https://therollup.co/the-rollup-discl

Why Jupiter Is Launching Its Own Stablecoin with Kash Dhanda Oct 23, 2025

Show notes

Jupiter controls 15-20% of all onchain crypto users. Now they're launching their own stablecoin.

In this episode of Stabled Up, we sit down with Kash Dhanda, founder of Jupiter, to discuss how they survived the FTX collapse, why every protocol is launching stablecoins, and what Jupiter's super app strategy means for Solana.

We discuss:

- How Jupiter survived the FTX collapse

- The $2.1B JLP token strategy

- Why every protocol is launching stablecoins now

- JUP USD's Athena partnership details

- Jupiter's new ICO platform dropping in November

- Why stablecoins are the next evolution for DeFi protocols

Timestamps:

00:00 Intro

00:06 Why Calling Market Tops Is a Fool's Game

01:32 Liquidity Environment & Trump's Fed Plans

03:35 Gold vs Bitcoin: The Correlation Nobody Expected

05:08 Gold's Historical Performance (The 30-Year Underperformance)

06:38 Mean Reversion Trade Analysis

08:35 Relay Ad, Enso Ad, Talus Ad

09:20 Government Debt Strategy (How They'll Print Their Way Out)

10:30 Bitcoin-Gold Ratio Discussion

12:39 Coinbase's Echo Acquisition

16:36 Crowdsourced Fundraising Future

17:19 Fed Payments Innovation Conference (What's Actually Happening)

18:04 Maple & Aave Partnership (Institutional DeFi Is Starting)

21:49 Alvara Ad, Hibachi Ad

22:10 Wall Street Meets DeFi Finally Happening

24:50 Bitcoin As Portfolio Collateral (The Institutional Use Case)

27:16 Money Multiplier & Credit Extension

28:06 Stablecoin Fed Access Plans (Trump's Administration Wildcard)

31:25 Closing Thoughts

Website: https://therollup.co/

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

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

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

The Rollup Disclosures: https://therollup.co/the-rollup-discl

Rollup TV: Inversion, GEODNET, Stabled Up EP 6, Galaxy Ventures Oct 22, 2025

Show notes

The Rollup TV is brought to you by:

AltLayer: https://www.altlayer.io/

SQD: https://www.sqd.ai/

Kalshi: https://t.co/UEGdJMRFFZ

NEAR: https://kalshi.onelink.me/1r91/kalshix

Frax: https://frax.com

Polygon: https://polygon.technology

Talus: https://testnet.talus.network/testnet

Relay: https://linktr.ee/relayprotocol

Join The Rollup Family:

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/robbie_rollup

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

Join our TG group: https://t.me/+8ARkR_YZixE5YjBh

The Rollup Disclosures: https://therollup.co/the-rollup-discl

Why Trump's Money Printer Changes Everything with Scott Melker Oct 22, 2025

Show notes

Trump's monetary policy changes everything for Bitcoin, gold, and stablecoins.

In this episode, we sit down with Scott Melker (The Wolf of All Streets) to discuss Trump's money printing playbook, why calling market tops is a fool's game, and how stablecoins might finally get Fed master accounts.

We discuss:

- Why Calling Market Tops Is a Fool's Game

- Gold's 30-Year Underperformance vs. Inflation

- The Bitcoin-to-Gold Ratio Breakdown

- Trump's Money Printing Playbook

- Coinbase's $375M Echo Acquisition Strategy

- How Institutional DeFi Is Just Getting Started

- Why Stablecoins Might Get Fed Master Accounts

Full episode links below.

Timestamps:

00:00 Intro

00:06 Why Calling Market Tops Is a Fool's Game

01:32 Liquidity Environment & Trump's Fed Plans

03:35 Gold vs Bitcoin: The Correlation Nobody Expected

05:08 Gold's Historical Performance (The 30-Year Underperformance)

06:38 Mean Reversion Trade Analysis

08:35 Relay Ad, Enso Ad, Talus Ad

09:20 Government Debt Strategy (How They'll Print Their Way Out)

10:30 Bitcoin-Gold Ratio Discussion

12:39 Coinbase's Echo Acquisition

16:36 Crowdsourced Fundraising Future

17:19 Fed Payments Innovation Conference (What's Actually Happening)

18:04 Maple & Aave Partnership (Institutional DeFi Is Starting)

21:49 Alvara Ad, Hibachi Ad

22:10 Wall Street Meets DeFi Finally Happening

24:50 Bitcoin As Portfolio Collateral (The Institutional Use Case)

27:16 Money Multiplier & Credit Extension

28:06 Stablecoin Fed Access Plans (Trump's Administration Wildcard)

31:25 Closing Thoughts

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/robbie_rollup

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

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

The Rollup Disclosures: https://therollup.co/the-rollup-discl

Rollup TV: Fed Payments Innovation, YQ on Black Friday, Virtuals, Daylight, and Synthetix Trading Competition Oct 21, 2025

Show notes

The Rollup TV is brought to you by:

AltLayer: https://www.altlayer.io/

SQD: https://www.sqd.ai/

Kalshi: https://t.co/UEGdJMRFFZ

NEAR: https://kalshi.onelink.me/1r91/kalshix

Frax: https://frax.com

Polygon: https://polygon.technology

Talus: https://testnet.talus.network/testnet

Relay: https://linktr.ee/relayprotocol

Join The Rollup Family:

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/robbie_rollup

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

Join our TG group: https://t.me/+8ARkR_YZixE5YjBh

The Rollup Disclosures: https://therollup.co/the-rollup-discl

Rollup TV: Neutrl Labs, Berachain and ElizaOS Oct 21, 2025

Show notes

The Rollup TV is brought to you by:

AltLayer: https://www.altlayer.io/

SQD: https://www.sqd.ai/

Kalshi: https://t.co/UEGdJMRFFZ

NEAR: https://kalshi.onelink.me/1r91/kalshix

Frax: https://frax.com

Polygon: https://polygon.technology

Talus: https://testnet.talus.network/testnet

Relay: https://linktr.ee/relayprotocol

Join The Rollup Family:

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/robbie_rollup

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

Join our TG group: https://t.me/+8ARkR_YZixE5YjBh

The Rollup Disclosures: https://therollup.co/the-rollup-discl

The Next Boom Is Already Happening (You’re Just Not Seeing It) Oct 20, 2025

Show notes

Alex Svanevik has been building onchain data tools for 7+ years. As the CEO of Nansen, one of the best data companies in the space, he has a real read on where the next wave of the market is forming.

In this episode, Robbie sits down with Alex to discuss the future of AI agents, Hyperliquid & perps markets, stablecoin wars, and how DeFi is merging with the real economy.

We also discuss:

- How Nansen’s Data Gives Alpha on Emerging Narratives

- What Smart Money Is Doing During This Market Cycle

-The Rise of Agentic Trading and AI-Driven Execution

-Real-World Assets, Stablecoins, and the Next Wave of Liquidity

-Why Some Builders Always Stay Ahead (and Others Don’t)

-How Crypto Is Colliding with Traditional Markets

-The Philosophy Behind the Network State and Onchain Societies

Timestamps:

00:00 Intro

00:52 Nansen’s AI Mobile App Reveal

03:58 Agentic Trading & Execution

06:00 Social Elements & Personalized Prompts

09:04 User Education Philosophy

10:44 Operating Hyperliquid’s Largest Validator

13:48 The USDH Vote Process & Controversy

15:09 Why Native Markets Won

16:05 What’s Next for Hyperliquid

17:08 Innovation to Clones to Industrialized Oversupply

21:19 Stablecoin Market Analysis

24:49 Real World Assets Coming Onchain

27:46 The Hyper-Financialization Debate

32:04 Network State Philosophy

34:04 Balaji’s Vision & Leadership

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/robbie_rollup

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

The Rollup Disclosures: https://therollup.co/the-rollup-discl

How Humans Will Earn in the AI Economy with Jordan Gray from Public AI Oct 19, 2025

Show notes

AI agents are already paying humans for their data and 3.5 million people are earning from it.

In AI Supercycle episode 5, we sit down with Jordan Gray, co-founder of Public AI, to discuss how the AI economy creates new income streams for humans and why your data is more valuable than you think.

We discuss:

- Why Your Data Is More Valuable Than You Think

- How 3.5M Users Are Already Earning From AI

- The Coming Era of AI Agents Requesting Human Data

- MCP: The Protocol Letting Agents Talk to Each Other

- Why Decentralized Data Markets Will Win

- Where AI Agents Will Source Their Training Data

Timestamps

00:00 Intro

00:52 AI Supercycle or Bubble? (Where We Really Are)

02:49 The Future of Work & Labor Markets in the AI Era

04:59 How Public AI Pays Users for Their Data

08:14 Privacy in the AI Era (Can It Actually Exist?)

11:25 Data Labeling & Pipeline Infrastructure (The Hidden Economy)

16:51 Hibachi Ad, 17:00 Relay Ad, Talus Ad

17:33 Human-in-the-Loop Explained (Why AI Still Needs You)

19:42 Data Governance & Token Ownership (Who Really Owns Your Data?)

23:02 Why Public AI Chose NEAR Protocol (The Technical Decision)

27:13 Alvara Ad, Enso Ad

27:37 AI Economy & Machine Payments (How Agents Will Transact)

31:44 MCP: Model Context Protocol Explained (The AI Communication Standard)

35:15 Agents Prompting Humans, Not Vice Versa (The Role Reversal)

37:06 AI Agent Coins & VTuber Experiments (Where Culture Meets Tech)

38:58 Bullish on Data, Bearish on Commodities (Investment Thesis)

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/robbie_rollup

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

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

The Rollup Disclosures: https://therollup.co/the-rollup-discl

How Institutional Money Is Changing Crypto Forever with James Seyffart Oct 18, 2025

Show notes

TradFi and DeFi aren't enemies, they're learning from each other in real time.

In this episode, we sit down with James Seyffart, Bloomberg's senior ETF analyst, to discuss how institutional crypto and decentralized finance are converging, competing, and influencing each other's evolution.

We discuss:

- 150+ digital asset ETF filings in the pipeline

- Why Bitcoin's four-year cycle might be ending

- How institutional capital is dampening volatility

- The $1B Huobi Ethereum treasury strategy

- TradFi vs DeFi: What each system does better

- 9 new crypto ETFs coming before 2026

- The debasement trade: Gold vs Bitcoin dynamics

Timestamps

00:00 Intro

01:22 Downtober: What's Really Driving It

02:14 The ETF Landscape & Government Bottlenecks

03:47 150+ Digital Asset Filings Waiting for Approval

04:42 Treasury Companies vs ETF Hype: Different Strategies

06:29 Basket Products & Index ETFs: The Next Evolution

08:29 Bitcoin's Four-Year Cycle Might Be Over (Here's Why)

10:34 Relay Ad, Talus Ad, Hibachi Ad

11:20 How Institutional Money Dampens Volatility (Unexpected Effects)

13:31 Huobi's $1B Ethereum Treasury: What It Signals

14:05 The Debasement Trade: Gold vs Bitcoin Analysis

18:03 Gold-to-Bitcoin Ratio: What History Tells Us

19:37 RWA & Tokenization: Where We Actually Are

22:17 Leverage in the System: Still a Major Factor

25:38 TradFi vs DeFi: What Each Does Better

27:25 Alvara Ad, Enso Ad

27:52 Regulatory Clarity: The Path Forward

30:17 Government Shutdown Impact on Crypto Timeline

32:52 Nine New Asset ETFs Coming Before 2026

34:03 Closing Thoughts

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/robbie_rollup

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

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

The Rollup Disclosures: https://therollup.co/the-rollup-discl

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