Technology

The Rollup

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

Website: https://therollup.co/

Latest Episodes:

Andre Cronje: The Biggest DeFi Boom Is Yet To Come (Entire Thesis) Jul 18, 2026

Show notes

Andre Cronje breaks down why he believes decentralization is dead as a design goal, and unpacks how Flying Tulip is rebuilding DeFi composability. He also explains the security-versus-UX tradeoffs behind circuit breakers, upgradable contracts, and Flying Tulip USD's delta-neutral staking design.

Andre Cronje is the Founder of Flying Tulip and a veteran DeFi builder known for creating Yearn Finance, Sonic, and several other foundational protocols in decentralized finance.

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

00:00 Intro

05:58 Security Versus UX Tradeoffs

11:05 Decentralization Is Dead

17:28 Curated Vaults Hide Real Risk

21:00 Flying Tulip's Core Thesis

23:05 Rebuilding DeFi Composability

30:02 RFQ-Based Liquidations Explained

33:20 Why Equity Margin Accounts

40:29 Permissionless Single Asset Pools

43:31 Origin Of Flying Tulip USD

46:19 Delta Neutral Staking Yield

Guest Socials:

Andre Cronje X: https://x.com/AndreCronjeTech

Flying Tulip X: https://x.com/flyingtulip_

Flying Tulip Website: https://x.com/flyingtulip_

Partners:

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

---

1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/

---

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_i...

---

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.

Alex Shevchenko: NEAR & ZEC Are Set To Explode (Huge Catalysts Coming) Jul 15, 2026

Show notes

Alex Shevchenko breaks down Confidential Intents, NEAR's new privacy layer that brings bank-level confidentiality to every DeFi primitive, and explains why a dollar that becomes payroll onchain tends to stay onchain. He also unpacks NEAR's "practical privacy" design and how it differs from Zcash and Tornado Cash. He also shares his personal bull case for Zcash and NEAR's own token economics.

Alex Shevchenko is the GM at NEAR Intents, a universal liquidity layer that has processed over $23 billion in volume and helped power adoption of the Zcash ecosystem.

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

Timestamps

02:37 Confidential Intents Explained

05:26 Payroll Goes Onchain

07:26 NEAR Intents' Growth Drivers

13:55 NEAR's Inflation Debate

16:31 Privacy As Crypto's Biggest Moat

22:18 US Vs EU Regulatory Approach

27:36 Designing Confidential Intents

34:57 NEAR's Practical Privacy Model

42:01 The Zcash Bull Case

Guest Socials:

Alex Shevchenko X: https://x.com/AlexAuroraDev

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/

---

1inch is your secure, efficient platform for tokenized RWAs

Whatever asset you’re buying - swap it at 1inch.com.

---

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_i...

---

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

Hyperdash Co-founder: Hyperliquid Bull Thesis for 2026 (Updated View) Jul 14, 2026

Show notes

Hanson Birringer breaks down why Hyperliquid is the purest way to express the bull case on perps, tokenization, and stablecoins all at once, and unpacks the mechanics behind the Grayscale ETF and Hyper Holdings' push to bring institutional capital onchain. He also explains why Hyperliquid's revenue could grow exponentially as HIP-3 markets and USDC0 stablecoin flows scale.

Hanson Birringer is the Co-Founder and Chief Revenue Officer of Hyperdash, a global brokerage and trading data analytics platform built on Hyperliquid, and a core contributor to Hyper Holdings Global.

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

Timestamps

00:00 Intro

00:48 Hyperliquid's Evolving Thesis

02:24 The Three Megatrends Converge

03:02 Hyperliquid's Purest Expression

04:24 Stablecoins Give Up 90% Fees

05:39 Builder Codes Compound Liquidity

06:48 HIP-3 Regulatory Headwinds

10:18 Incumbents Start Fighting Back

13:22 Hyperliquid's Revenue Forecast

16:22 Hyper Holdings And Grayscale ETF

20:44 What's Next For Adoption

23:44 Token Holders As First-Class Citizens

25:23 Hyperdash's Business Model

26:30 Imperator Acquisition Explained

27:47 Bull And Bear Case

Guest Socials:

Hanson Birringer X: https://x.com/HansonBirringer

Hyperdash X: https://x.com/hypurrdash

Hyperdash Website: https://hyperdash.com/

Partners:

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

---

1inch - Simple experience. Smart execution. Trading built to scale. It's time to bring the world onchain. https://1inch.com/

---

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_i...

---

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

Joseph Chalom: Ethereum Is Going On Offense (Full Thesis) Jul 11, 2026

Show notes

Joseph Chalom makes the case that Ethereum has the license to win and is finally going on offense to prove it, backed by ETH Labs, Ethereum Institutional, and dominant market share across stablecoins, tokenization, and DeFi. He argues ETH is the trust commodity behind trillions in future onchain asset flows, and that the risk-reward for holding it has never been better.

Joseph Chalom is the CEO of SharpLink, one of the largest corporate treasury holders of Ethereum, and a key steward behind the launch of ETH Labs and Ethereum Institutional.

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

Timestamps

00:00 Intro

02:28 The Messaging Was The Problem

04:07 Ethereum Has The License To Win

06:18 The Real Tokenization Land Grab

09:58 The Institutional Supercycle Is Here

13:17 Best Risk-Reward Entry Ever

17:43 Organized, Loud, And Winning

19:27 Decentralized And Unstoppable

21:37 Chalom And Lee Align Forces

24:27 The ETH Supply Sink Tightens

Guest Socials:

Joseph Chalom X: https://x.com/joechalom

Sharplink X: https://x.com/Sharplink

Sharplink Website: https://www.sharplink.com/

Partners:

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

---

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_i...

---

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

Coinbase Head Of AI: Agentic Finance Is The Biggest Opportunity In Fintech (Full Explanation) Jul 10, 2026

Show notes

Lincoln Murr breaks down why Coinbase is building toward a post-AGI economy where autonomous agents hold their own financial accounts and transact using digital assets rails. He also unpacks the geopolitics of AI regulation, from potential government stakes in frontier labs to the rise of cheaper Chinese models challenging U.S. dominance.

Lincoln Murr is the Head of AI Product at Coinbase, leading the company's x402, Coinbase for Agents, and Coinbase Advisor initiatives at the intersection of artificial intelligence 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

01:04 AI Meets Digital Assets

02:58 Speculating On Compute Markets

05:13 Coinbase Advisor Explained

07:18 Fully Autonomous Agent Trading

10:04 AI Models Get Restricted

14:01 Nationalizing AI Labs

15:04 Cheap Chinese Models Debate

18:00 Data Centers In Space

19:56 How Early AI Adoption Is

21:25 Coinbase's Post-AGI Vision

23:35 Where AI And Payments Converge

Guest Socials:

Lincoln Murr X: https://x.com/MurrLincoln

Coinbase X: https://x.com/Coinbase

Coinbase Website: https://www.coinbase.com/

Partners:

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

---

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_i...

---

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

Curve Founder: The Next Massive Expansion Is Coming (New Thesis) Jul 09, 2026

Show notes

Michael Egorov breaks down why FX markets are slowly but inevitably moving onchain, driven by real demand from crypto-native fintechs rather than a big institutional push.

He also explains how Curve is evolving its concentrated liquidity design to support currency pairs beyond stablecoin-to-stablecoin swaps, and why dollars that enter the chain tend to stay there.

Michael Egorov is the Founder and CEO of Curve, one of DeFi's most foundational protocols and a pioneer of stablecoin liquidity infrastructure since the earliest days of decentralized finance.

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

Timestamps

00:00 Intro

01:49 Stablecoin Landscape Today

03:56 Curve's Original Design

05:44 Non-USD Stablecoin Debate

07:40 Fintechs Driving FX Demand

09:34 Spread Needed For FX

12:31 Consumer Behavior Theory

18:11 Institutions Using Curve

20:44 Dollars Stay On Chain

23:13 Curve's Fiat Cash Leg

29:02 Managing Concentrated Liquidity

31:02 Curve's Origin Story

Guest Socials:

Michael Egorov X: https://x.com/newmichwill

Curve X: https://x.com/yieldbasis

Curve Website: https://yieldbasis.com/earn

Partners:

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

---

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_i...

---

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

Chronicle CEO: RWAs Will Lead The Next Bull Market (Biggest Wave Ever) Jul 08, 2026

Show notes

Niklas Kunkel breaks down the strange divergence between record institutional bullishness on digital assets and the apathy in digital asset-native circles. He also details Chronicle's path to becoming the leading oracle, the mechanics of an upcoming token, and why the next phase of tokenization is just beginning.

Niklas Kunkel is the Founder and CEO of Chronicle Labs, the oracle infrastructure that spun out of MakerDAO and now secures over $16 billion in onchain assets for institutions including BlackRock and BNY.

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

Timestamps

00:00 Chronicle's Origin Story

01:12 Institutions Bullish

03:28 Institutional Driven Market Cycle

06:18 What Institutions Want Now

09:04 Utility Vs Distribution Problem

11:12 Redefining Proof Of Reserves

16:14 Why Trust Chronicle

19:35 DeFi's $150B Ceiling

21:08 The $2 Trillion Opportunity

25:39 Who's Winning RWA Race

30:57 How To Get Exposure

34:07 Hyperliquid Sets The Standard

41:32 Chronicle's Institutional Partnerships

50:13 Institutional Compliance Explained

55:48 Chronicle Is Launching A Token

Guest Socials:

Niklas Kunkel X: https://x.com/nomos_paradox

Chronicle X: https://x.com/ChronicleLabs

Chronicle Website: https://chroniclelabs.org/

Partners:

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

---

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_i...

---

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

Gracy Chen: Tokenized Equity Is The Next Biggest Trend In Digital Assets (What's Next) Jul 05, 2026

Show notes

Gracy Chen breaks down how Bitget evolved into a universal platform offering tokenized stocks, ETFs, bonds, forex, and pre-IPO positions, shares the 10% vision she pitched to BlackRock CEO Rob Goldstein, and explains why stablecoin issuers and Solana's RWA positioning are the biggest winners of the tokenization wave. One of the most globally-minded CEO perspectives we've had on the show.

Gracy Chen is CEO of Bitget, one of the world's largest global digital assets exchanges offering crypto, tokenized stocks, ETFs, bonds, and pre-IPO 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

02:50 Bitget's Tokenized Stock Offering

05:39 Return To Fundamentals Era

08:32 Quality Projects Taking Shape

11:02 Top Exchanges Diverge Now

13:39 10% Vision With BlackRock

16:26 Who Wins This Wave?

19:14 Nvidia Stock As Collateral

22:46 Perps Coming To US

25:34 Perps And Spot Coexist

28:10 Marathon Not A Sprint

Guest Socials:

Gracy Chen X: https://x.com/GracyBitget

Bitget YouTube: https://x.com/bitget

Bitget Website: https://www.bitget.com/

Partners:

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

---

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_i...

---

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

AntSeed Founder: The AI Inference Boom That Is Set To Explode (Here's Why) Jul 03, 2026

Show notes

Amos joins us to break down why inference is the new oil and companies will hedge inference costs the same way airlines hedge jet fuel, why AntSeed is open router without open router in the middle, and why all network revenue goes to buy and burn with no company capturing value. 14 years in crypto. This is what he's building next.

Amos Meiri is Co-Founder of AntSeed, an open-source P2P marketplace for AI inference, and a 14-year crypto veteran who helped build colored coins alongside Vitalik before Ethereum existed.

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

Timestamps

00:00 Intro

03:17 Inference Is New Oil

06:27 AI Financialization Just Starting

09:27 BitTorrent Model For Inference

11:59 1,000 Users Three Months

14:45 Open Market Creates Competition

17:31 Foundation Not A Company

20:01 Liquid Inference Token Explained

22:38 Venice DM Token Parallel

25:36 Permissionless Inference Is Future

Guest Socials:

Amos Meiri X: https://x.com/AmosMeiri

AntSeed X: https://x.com/AntSeedAI

AntSeed Website: https://antseed.com/

Partners:

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

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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_i...

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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

Vladimir Novakovski: The Rise of Perps In Mainstream Finance (Robinhood Partnership Explained) Jul 02, 2026

Show notes

Yesterday Robinhood hosted their “The World is Flat” event where they announced the Robinhood chain mainnet & deepened relationship with Lighter, amidst many other digital asset focused initiatives. Lighter was named the official perps partner of Robinhood and will be directly integrated within the Robinhood wallet.

Vladimir Novakovski is CEO and Co-Founder of Lighter, a decentralized perpetual exchange with an institutional-grade security-first architecture.

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

Timestamps

00:00 Intro

02:53 Perps For Robinhood Users

05:30 What Lighter Brings Robinhood

08:13 ETH As The Clearing Layer

10:47 Building Beyond Robinhood

13:40 Options Launch In Q3

Guest Socials:

Vladimir Novakovski X: https://x.com/vnovakovski

Lighter X: https://x.com/Lighter_xyz

Lighter Website: https://lighter.xyz/

Partners:

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

---

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_i...

---

Website: https://therollup.co/

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

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