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The Rollup

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Latest Episodes:

Why Stripe's Former Payments Lead Joined Polygon | The Stablecoin War Begins Oct 17, 2025

Show notes

Crypto payments are closer than most people think—and Polygon is positioning to win the stablecoin war.

In this episode of Money Moves Fast, we sit down with John Egan, Polygon's new CPO and former Payments Lead at Stripe, to discuss why he left one of the world's biggest payment companies to bet on crypto infrastructure.

We discuss:

- From Stripe to Polygon: Why Now?

- How Polygon Plans to Win The Stablecoin War

- Why 100K TPS Still Isn't Enough

- Subsecond Finality & What It Unlocks

- The Real Cost of Settlement Delays

- Building Through Crypto's Downturns

- AG Layer's Interoperability Vision

00:00 Intro

01:17 John's Background & Path to Polygon

03:07 Stripe's Crypto Journey Post-FTX

04:08 Why Polygon?

05:15 The Vision for Global Payments

08:25 Email Analogy & Stablecoin Adoption

09:11 Relay Ad, Enso Ad, Talus Ad

09:55 Market Entropy & Efficiency

13:06 Building Fast, Scalable Payment Infrastructure

14:12 What Is REO & Why It Matters

16:13 AI Economy & Streaming Payments

18:21 Subsecond Finality Explained

20:32 Tech vs Distribution Advantage

25:24 Product Strategy & Market Fit

27:17 Non-Financial Use Cases

30:58 Hibachi Ad, Alvara Ad

31:22 Community Through Shared Finance

33:39 Stablecoin Strategy & RWA Leadership

35:49 AG Layer Interoperability

38:52 Building Through The Bear Market

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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: FraxFinance, BitDigital, ZKsync, Monad Oct 16, 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

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

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

Wyoming's State Token: The $3.7T Stablecoin Blueprint Going National | Anthony Apollo Oct 16, 2025

Show notes

Wyoming just became the first state to launch its own token, and it's paving a $3.7T path for stablecoins nationwide.

In this episode of Stabled Up, we sit down with Anthony Apollo, the architect behind Wyoming's groundbreaking public sector crypto initiative, to discuss how one state is leading America's stablecoin revolution.

- Why Wyoming Beat Every State to Launch First

- How Frontier Token Funds Schools Without Raising Taxes

- State vs Federal Stablecoin Authority

- Multi-Chain Strategy: 7 Blockchains at Launch

- Freeze & Seize Powers: Where They Draw The Line

- North Dakota, Other States Following Wyoming's Lead

- The Path From $300B to $3.7T in Stablecoins

Timestamps:

00:00 Intro

02:30 Stripe's Stablecoin Subscription News (What It Means)

02:54 The Path to $1 Trillion in Stablecoins (Then $3.7T)

03:54 From TradFi to Crypto: Anthony's Journey Into the Unknown

08:30 Why Wyoming Launched a Stablecoin Before Anyone Else

13:22 Blockchain Shortcuts Ad

13:15 Enso Ad, Relay Ad, Hibachi Ad

14:01 The Fully Reserved Financial Model (No Fractional Banking)

15:05 Token Management Rules & Comment Period (Public Input Matters)

18:36 Seven Blockchain Launch Strategy (Why Multi-Chain Wins)

23:24 Collaborative vs Competitive: How States Are Watching Wyoming

28:32 Recall Ad, Tallus Ad

29:16 Cross-Border Liquidity Pools Vision (Global Impact)

31:29 Multi-Chain Selection Process (How They Chose 7 Blockchains)

37:40 Freeze & Seize Compliance Framework (Where Government Draws the Line)

43:59 Separation of Money and State (The Philosophical Foundation)

45:16 Wyoming's Innovation Culture & Senator Loomis's Leadership

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

Rollup TV: Superstate, Messari, Stabled Up EP 5, Wyoming Stablecoin Commision, Galaxy and Enso Oct 16, 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

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

Rollup TV: DeFi Dev Corp, Decypher, Money Moves Fast EP 5, AvaLabs Oct 16, 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

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

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

The $40B Liquidation That Exposed Crypto's Biggest Problem - Framework Founders Oct 14, 2025

Show notes

The $40B liquidation on Friday exposed something bigger than market volatility, it revealed crypto's fundamental transparency problem.

In this episode, we sit down with Vance Spencer and Michael Anderson from Framework to break down what really happened during the wipeout and why it matters for every exchange, protocol, and investor in crypto.

We discuss:

- What actually happened during Friday's $40B wipeout

- Why Binance's "special deals" are a massive red flag

- Hyperliquid vs centralized exchanges: The transparency gap

- ETH's bottoming process & potential ratio play

- The 5-7 altcoins actually worth holding right now

- Why gap accounting standards matter more than market cap

- Spot over leverage: Lessons from the washout

Timestamps:

00:00 Intro

02:52 Where Were You When $40B Got Wiped Out?

05:10 Hyperliquid Wallet Wipeouts Nobody Saw Coming

08:39 Binance's Secret Non-ADL Deals (Why This Is a Red Flag)

10:53 Hibachi Ad, Relay Ad, Talus Ad

12:41 Transparency as Competitive Advantage (Not Just Marketing)

14:10 Where Does Plasma Go From Here?

17:02 Revenue Fundamentals vs Nihilism (What Actually Matters)

22:26 How Institutions Really Reacted to the Washout

25:53 Recall Ad, Enso Ad

27:42 Larry Fink's Debasement Trade (Why He's Right)

29:35 ETH's Bottoming Case (The Ratio Play Everyone Missed)

32:54 The Final Rotation Debate (Where's the Money Going?)

36:54 Real Businesses vs Zeros (The 5-7 Altcoins Worth Holding)

41:03 Perp DEX Landscape Analysis (Who Survives?)

44:42 Why Fundamentals = Holder Conviction (Not Just VC Talk)

48:12 Hyperliquid's Post-Liquidation Path (Can They Recover?)

51:01 Monad Airdrop Preview (What to Expect)

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

Rollup TV: Klyra, Chaos Labs, Recall, Framework Ventures Oct 14, 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

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

How Aptos Plans to Replace Visa with $500M in RWAs Oct 13, 2025

Show notes

The flight back to America is in full force, and Aptos is at the center of it.

In this episode, we sit down with Avery Ching, CEO of Aptos, to discuss how they're building the infrastructure to compete with Visa and why $500M in real-world assets are already proving it's possible.

We discuss:

- Why World Liberty Fi Chose Aptos for USD One

- The Libra/Diem Legacy: What's Changed Since Meta

- Stablecoin Proliferation & Loyalty Programs

- Building the Global Trading Engine

- RWA Growth: $500M+ Already on Aptos

- Shelby: Decentralized Cloud Meets DeFi

- Chainlink CCIP Integration

Timestamps:

00:00 Intro

00:32 Why America's Crypto Comeback Centers on Aptos

02:02 The Libra Days: What Meta Got Wrong (And Right)

03:27 Why World Liberty Fi Chose Aptos Over Everyone Else

05:52 The USD One Integration Nobody Saw Coming

07:15 Tallus Ad, Relay Ad, Hibachi Ad

07:56 What's Actually Driving Aptos' TVL Growth

08:47 From Libra's Ashes: What Changed in 5 Years

10:49 Social Media Meets Stablecoins (The Loyalty Play)

12:15 Retail Partnerships Are the Secret RWA Growth Engine

14:22 Stablecoin Yield & RWA Expansion: $500M and Counting

16:51 The On-Chain Finance Vision (Beyond Just Payments)

18:23 Building a Global Trading Engine That Actually Scales

22:01 Decentralized Cloud with Shelby: DeFi's Infrastructure Problem Solved

24:15 Why Chainlink's CCIP Integration Changes Everything for Aptos

25:19 Closing Thoughts

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

The Truth About Crypto AI Infrastructure with Nick Emmons and Danny Sursock Oct 11, 2025

Show notes

Most crypto AI is just speculation wrapped in infrastructure buzzwords.

In this episode of AI Supercycle, we sit down with Nick Emmons from Allora Network and Danny Sursock from Archetype VC to cut through the hype and discuss what actually matters in crypto AI infrastructure.

We discuss:

- Speculative Assets vs. Real AI Solutions

- Objective-Centric AI: The Intent Model for Models

- The Right Benchmarks for Each Layer of the AI Stack

- Why Decentralization Shouldn't Kill Functionality

- DeFi Agents: Beyond Capital Formation

- Allora's Mainnet Launch Timeline

- The Shortest Path From Model Creation to Value Capture

Timestamps:

00:00 Intro

01:10 The Current State of Crypto AI

04:34 Speculative Assets vs Infrastructure That Actually Works

06:55 Building Real AI Infrastructure

08:26 Hibachi Ad, Talus Ad

09:10 Objective-Centric AI: Why Intent Models Change Everything

14:21 The Right Benchmarks for AI (Stop Using the Wrong Metrics)

19:26 Enso Ad, Recall Ad, Relay Ad

21:26 The Economic Verifiability Model Explained

25:38 Blending Web2 & Web3 AI Principles (What Works from Both)

27:57 Decentralized vs Distributed: The Critical Difference

30:17 Market Coordination in AI (How Value Actually Forms)

32:27 Capital Formation Evolution in Crypto AI

37:10 Coordination as the Real Value Driver

39:33 Hyperfinancialization & AI Agents: The Convergence

41:45 Allora Mainnet Update: When It's Actually Launching

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: AI Supercycle, Rumor Mill, Privy, Stabled Up Oct 10, 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

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