Technology

The Rollup

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

Website: https://therollup.co/

Latest Episodes:

Tariffs, USA Fiscal Dominance, & Global Liquidity with Felix Jauvin Jun 05, 2025

Show notes

Felix Jauvin AKA 'Fejau', Host of Forward Guidance Podcast, joins us today to answer questions about the macro outlook, fiscal dominance, Bitcoin & Gold, and what's coming next in the global markets.

What happens when the obvious Bitcoin play everyone saw coming actually works? In this convo we explore his viral "BTC: The Trade After the Trade" thesis and whether it holds up heading into July.

We cover tariff policy, black swan indicators, and what macro signals sophisticated traders actually track. Felix breaks down which crypto companies could accelerate GDP growth and connects federal policy to market cycles in ways that reshape how we think about this bull run.

Let's get into it.

The Rollup

Newton is the trust layer for autonomous finance. Smart. Secure. Verifiable. Built for a future where AI agents replace apps and interfaces. Learn more here: https://www.magicnewton.com/

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd9vbF3hJA2n7qoL5?si=7230787bb90947ef

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

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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.

Mike Dudas On PumpDotFun, Crypto's Revenue Era, And The Fat App Thesis Jun 04, 2025

Show notes

Mike Dudas, general partner at 6th man ventures, answers some intriguing questions about his views on revenue, apps, and memes.

One general trend was made clear throughout the conversation: The era of valueless tokens is ending and the market is shifting its focus toward actual value creation.

We also explore how crypto is maturing beyond pure speculation. Mike shares his insights on why buyback models are becoming the new standard and how platforms like Hyperliquid are setting the template for sustainable tokenomics.

We dive into his contrarian take on backing consumer apps rather than the overhyped infrastructure projects, the rise of the crypto app economy, and why the combination of real revenue and token utility is creating unprecedented opportunities.

This conversation reveals why we're entering crypto's most promising era yet where substance finally wins over speculation.

Let's get into it.

The Rollup

Newton is the trust layer for autonomous finance. Smart. Secure. Verifiable. Built for a future where AI agents replace apps and interfaces. Learn more here: https://www.magicnewton.com/

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd9vbF3hJA2n7qoL5?si=7230787bb90947ef

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

Crypto's Foundation Model Is Dead?, Delphi Digital CEO On AI x Crypto, Ethereal Founder On Institutional DeFi, Institutional Adoption with Robinson Burkey, Dougie DeLuca, Anil Lulla, Laurence Day Jun 03, 2025

Show notes

The Rollup TV is brought to you by:

Celestia: https://celestia.org/

Boundless: https://beboundless.xyz/

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

Mantle: https://www.mantle.xyz/

Omni Network: https://omni.network/

Vertex: https://vertexprotocol.com/

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

Timestamps

00:00 Trump's Crypto Wallet Launch

03:08 The Death of the Crypto Foundation Model

06:09 Ethereum's New Model and Strategic Goals

09:03 The Future of Ethereum and Its Competition

11:49 Delphi's AI Month and Investment Strategies

18:05 Building on Athena: The Ethereal Project

42:10 The Evolving Landscape of On-Chain Trading

43:08 Innovative Features and User Engagement

45:58 Building a Vertically Integrated DeFi Ecosystem

49:23 Liquidity Challenges and Strategies

52:20 User Base and Market Positioning

56:08 Iterative Product Development and Success

01:00:52 Balancing Adoption and Revenue Generation

01:06:31 Institutional Relationships and Tokenization

01:10:50 Future of Stablecoins and Market Trends

01:25:15 The Rise of Hyper Liquid Trading

01:27:11 Shifting Perspectives on Crypto Foundations

01:28:36 The Future of Tokenomics and Revenue Generation

01:34:39 Founders' Evolving Approach to Business Models

01:38:06 New Hampshire: A Hidden Crypto Hub?

01:40:34 The Importance of Revenue in Crypto Projects

01:43:25 Comparing Ethereum and Solana Events

01:45:23 The Lore of Lawrence and Wildcat's Unique Marketing

01:51:50 Innovations in Under-Collateralized Lending

01:56:58 The Future of Liquidation Mechanisms in DeFi

James Wynn Saga Continues, MicroStrategy Playbook Accelerates, Loudio Token Launch with Stephen of DeFi Dojo, Jacquelyn Melinek, Felix Jauvin, Lauris, Founder of Multiplier.fun Jun 02, 2025

Show notes

The Rollup TV : Monday, June 2nd

Timestamps

00:00 Concentrated Liquidity and Trading Dynamics

02:52 Community Building vs. Customer Generation

06:08 Navigating Pre and Post TGE Strategies

09:01 The Role of Oracles in DeFi

11:55 Yield Opportunities in DeFi

14:45 Hidden Gems and Overlooked Yields

18:01 Balancing Risk and Return in DeFi

21:04 Starting in DeFi: Tips for Newcomers

36:46 Jacquelyn Intro and the Avalanche Summit

39:01 Insights from Vlad at Robinhood

41:23 Policymakers and the Future of Crypto

44:10 Understanding the Anti-Crypto Sentiment

46:31 Founding Token Relations

49:11 The Role of Token Relations

51:42 Macro Analysis and Its Impact on Crypto

54:32 Fiscal Dominance and Bitcoin's Future

01:00:46 Global Trade Dynamics and Bitcoin's Position

01:05:22 July and August Market Predictions

01:12:52 Navigating Fiscal Deficits and Currency Dynamics

01:16:14 The Unsustainable Fiscal Path and Hyperinflation Concerns

01:18:41 Running the Economy Hot

01:22:36 Tariff Policies and Capital Controls

01:23:39 The Rise of BRICS and Dollar Diversification

01:24:37 Evaluating the Dollar Milkshake Theory

01:26:07 Market Predictions and Seasonal Trends

01:29:14 Multiplier: A New Player in DeFi

01:35:10 User Experience and Conversion Strategies in DeFi

01:42:07 Building a Successful Crypto Business

The Rollup TV is brought to you by:

Celestia: https://celestia.org/

Boundless: https://beboundless.xyz/

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

Mantle: https://www.mantle.xyz/

Omni Network: https://omni.network/

Vertex: https://vertexprotocol.com/

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

Is Crypto’s Biggest Payments Problem Solved? With Sid Gandhi Jun 02, 2025

Show notes

FinTech is just lipstick on a pig. Same banks, same problems, better UI.

In today's episode, we sit down with Sid Gandhi, CEO of PolyBase Labs, who's building Payy. Their mission is to bring money you actually own and can use.

While everyone chases meme coins, Sid is solving real problems: frozen Venmo accounts, inaccessible financial services, and crypto's coming Cambridge Analytica moment.

We explore Payy's gasless transactions, zero-fee fiat on/off-ramping, and positioning as infrastructure for companies like Robinhood.

Let's get into it.

The Rollup

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Newton is the trust layer for autonomous finance. Smart. Secure. Verifiable. Built for a future where AI agents replace apps and interfaces. Learn more here: https://www.magicnewton.com/

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Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd9vbF3hJA2n7qoL5?si=7230787bb90947ef

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

We Asked Flood About His Hyperliquid Bull Thesis Jun 01, 2025

Show notes

Trading psychology meets crypto's most explosive new ecosystem.

In today's episode, we sit down with Flood, founder of Insilico Trading, to explore Hyperliquid and what separates traders who make it from those who crash out.

We dive into the James Wynn phenomenon – zero to $87 million in 70 days, then losing almost everything in five. Flood breaks down the psychology behind these swings and reveals what true obsession looks like in trading.

We also cover why Hyperliquid could flip Solana and Binance, Flood's controversial Solana take, and rapid-fire predictions on institutional adoption.

Let's get into it.

The Rollup

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Newton is the trust layer for autonomous finance. Smart. Secure. Verifiable. Built for a future where AI agents replace apps and interfaces. Learn more here: https://www.magicnewton.com/

----

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd9vbF3hJA2n7qoL5?si=7230787bb90947ef

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 DeFi Is Still Crypto's Only Real Product Market-Fit with Kenny Li May 31, 2025

Show notes

The era of "build it and they will come" is over.

Crypto projects need real revenue, real users, and real sustainability. Or they just won't survive.

In this episode, we chat with Kenny from Manta about the shift happening in the industry. No longer are we just experimenting; it's all about finding product-market fit. We dig into why DeFi is still crypto's biggest use case, how L2s are slowly becoming irrelevant, and why starting with centralized products might just be the answer to mass onchain adoption.

Kenny explains why projects should think like Robin Hood instead of pure web3 natives, shares Manta's evolution from Polkadot L1 to Ethereum L2, and breaks down how revenue generation is reshaping builder mindsets across the space.

Let's get into it.

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Newton is the trust layer for autonomous finance. Smart. Secure. Verifiable. Built for a future where AI agents replace apps and interfaces. Learn more here: https://www.magicnewton.com/

----

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd9vbF3hJA2n7qoL5?si=7230787bb90947ef

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

Magic Newton Founder: AI Can’t Be Trusted (How to Fix it Before It’s Too Late) May 30, 2025

Show notes

AI agents handling your money sounds terrifying, until you realize the alternative is trusting humans with complex DeFi strategies.

In today's episode, we sit down with Sean Li, founder of Newton & Magic, to explore how verifiable AI agents could transform crypto UX forever. Sean's building AI that executes financial transactions while proving every step cryptographically.

We dive into why 80% of DApp interfaces might disappear into natural language prompts and how Newton creates trusted agents through confidential compute and guardrails.

This isn't about replacing traders. it's about democratizing sophisticated strategies while maintaining verifiable proof.

Let's jump after it.

The Rollup

Check all Mammoth May 🦣 videos here: https://x.com/therollupco/status/1921928850096701687

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Join The Rollup Edge: https://members.therollup.co

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd9vbF3hJA2n7qoL5?si=858d082f7de94313

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

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

Telegram xAI partnership, FTX Distributions coming, Enterprise AI agent raises 60m, The rise of Loudio info-fi, US Macro Update, RAJ KYC Controversy with Tom Dunleavy, David Kostiner, Breadguy & Flood May 29, 2025

Show notes

The Rollup TV presents: Mammoth May.

The Rollup TV is brought to you by:

Celestia: https://celestia.org/

Boundless: https://beboundless.xyz/

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

Mantle: https://www.mantle.xyz/

Omni Network: https://omni.network/

Vertex: https://vertexprotocol.com/

Frax: https://frax.com/

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

How The GENIUS Act Could Change the Dollar Forever - Sam Kazemian & Stani Kulechov May 28, 2025

Show notes

The dollar is going on-chain.

In this episode, we sit down with Sam Kazemian and Stani Kulechov to unpack the Genius Act, a pivotal piece of legislation that could turn stablecoins into legal money.

We explore what this means, why banks are against it, and how Frax and Aave are positioning for the shift.

Sam talks FRAX USD and why stablecoins and AI are the hottest sectors right now. Stani shares why securities tokens could soon become the biggest onchain asset class. While Stablecoins are just 1.1% of USD today, that may not last.

Let’s get into it.

The Rollup

Check all Mammoth May 🦣 videos here: https://x.com/therollupco/status/1921928850096701687

---

Newton is the trust layer for autonomous finance. Smart. Secure. Verifiable. Built for a future where AI agents replace apps and interfaces. Learn more here: https://www.magicnewton.com/

----

Join The Rollup Edge: https://members.therollup.co

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