The Rollup

John Gillen: Ethereum Will Fly From Here And Most Investors Aren't Ready (Here's Why)

John Gillen says Ethereum could hit $4,000 before the end of the year, and he's been making that case in a viral essay series called Wartime Ethereum. The ex-BlackRock an

Felix Jauvin: Why The Fiat Debasement Trade Is Set To Explode Soon (Full Portfolio Construction)

Felix Jauvin says he's as bullish as he ever has been on digital assets and thinks the bottom is in. He's also been quietly rotating Bitcoin into Zcash and he lays out e

Dan Held: SpaceX Will Hit $100 Trillion Market Cap In 20 Years (The Detailed Thesis)

Dan Held joins us to unpack what it means to become a generational investor in today's world. For reference, he bought Bitcoin in 2012 and recently sold a lot to pour it

Arthur Hayes: Ethereum Will Outperform The Entire Market (It’s My Biggest Position)

Arthur Hayes joins us for a session to understand the underlying economic forces leading to a massive digital assets bull market in the coming months and years. The mone

Jake Chervinsky: Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained)

Jake Chervinsky joins us in the Tokenization Tower to explain the path for Hyperliquid to enter the US markets. Trump said "Hyperliquid" on national television and Jake

SEC Crypto Chief Counsel: Robinhood Stock Tokens Are Just The Beginning (Our Pro-Innovation Mindset)

Taylor Lindman calls in during a pivotal moment of Robinhood Chain stock token mania to debrief us on how the SEC is approaching tokenization. He explains how Reg Crypto

Ryan Watkins: Hyperliquid Will Dominate Global Finance (It’s Coming To USA)

Ryan Watkins joins the show for an updated view on the digital assets bull market Are traders are about to become bigger celebrities than athletes? Well, maybe or maybe

Emad Mostaque: AI Agents Just Broke Out On Their Own

Emad Mostaque breaks down the viral story of OpenAI's self-replicating agents that left "hieroglyph-like" trails for successive generations before breaking out and taking

Will Clemente: Why The Hard Money Thesis Is Set To Explode Very Soon (Full Thesis)

Will Clemente joins us for an update on the imminent digital asset bull cycle. He breaks down the significance of Treasury Secretary Scott Bessent's long-bond buybacks be

PUMP Is The Most Mispriced Business In Crypto (Here's Why) with RockawayX CIO Austin Barack

Austin Barack breaks down why Pump.fun isn't really a meme coin platform. Rather, it's building social trading infrastructure that's about to expand across chains and ass

Superstate CEO: How Stablecoins Are Setting Up The Biggest Tokenization Boom Yet (Here's Why)

Robert Leshner joins us to unpack his vision of the tokenization supercycle with the explosion of stablecoins as the core undercurrent. He breaks down why over a dozen

Grayscale Research Lead: Privacy Assets Are The Final Frontier For Massive Upside (Our Predictions)

Zach Pandl joins us for an investing masterclass on how to allocate to privacy in the age of AI. He breaks down how Grayscale converted its nine-year-old Zcash trust into

Aerodrome Co-Founder: What Coinbase Just Did Changes Everything (Here's Why)

Alex Cutler breaks down how Coinbase's partnership with Aerodrome turned cbBTC into the top-traded Bitcoin venue onchain within a week, and explains why he believes the s

Circle Head Of AI: Agents Are Already Eating All Of Finance (Writing Is On The Wall)

Circle's new agentic finance wizard Shafu Elfouly joins us to unpack why he's betting his career on the acceleration of agentic finance. He breaks down x402, the 30-year-

ARKInvest Digital Assets: The Next Bull Market Will Be The Biggest Ever (What We Expect)

ARKInvest Digital Asset team Raye Hadi and Lorenzo Valente join us for a state of digital assets special. We debate whether token buybacks actually create value or if the

Mert & Dev: Zcash Is About To Explode (Full Project Update)

Mert Mumtaz and Dev, the Osmosis founder now leading Zcash scaling at Valor Group, join us to explain the massive developments in Zcash as of late. The two of them break

Underneath The Hood Of The Rapidly Growing Neobank Sector With Rain CTO Charles Yoo-Naut

Rain Co-Founder Charles Yoo-Naut joins us for a look underneath the exploding neobank sector, which has exploded from $5m/month to $250m+/month in crypto-card volume in l

Andy & Robbie: Do Token Buybacks Actually Work? (Full Data-Backed Breakdown)

Robbie and Andy debate Morpho founder Paul Frambot's controversial take that token buybacks are "shooting yourself in the foot" versus the market's clear reward for progr

SharpLink & Lido: Why $200M Just Went Into ETH Staking (Here's Why)

Joseph Chalom and Kean Gilbert break down why SharpLink staked $200 million in ETH through Lido, making the case that unlike Bitcoin, Ethereum is a natively productive as

NPC Labs CEO: The Biggest Shift In AI Is Happening In Front Of Your Eyes (Everything You Need To Know)

Daryl Xu joins us to explain the biggest shift happening in AI. He introduces B3 IQ, a platform that lets anyone rent-to-own AI compute instead of relying on centralized