The Rollup

Sandy Kaul: The First Institutional Bull Run Has Begun (Strong Hands Now)

Institutions are extremely underexposed to digital assets, and Sandy Kaul says this quiet market is exactly the time to position. Tokenizing since April 2021, Franklin Te

Alex Cutler: Spot Exchanges Are The Biggest Opportunity In Crypto (Trillions Incoming)

Alex Cutler says spot exchanges are the single biggest opportunity onchain, and Aero is built to take the lion's share. Alex breaks down the launch of the all new Aero a

Sam Kazemian: The Neobank App Store Era Is Here

Sam Kazemian maps out why the next wave of stablecoin products will look nothing like today's consumer cards. From Token 2049 DAS Asia, Sam walks through FraxNet as a ne

Avalon Ingram: Banks Are Done Experimenting With Tokenization

Avalon Ingram says institutional adoption of tokenization is no longer a question, and Swift's live ledger is the proof. Swift's blockchain-based shared ledger went live

Dan Romero: How Stablecoin Growth Is Setting The Stage For An Explosive Bull Market (Bull Case)

Dan Romero joins The Rollup for an insider look at how stablecoins are about to power the next era of global payments. Dan explains why the Genius Act opened the door fo

Krista Lynch: Wall Street Is Going All In On Digital Assets (Insider Take)

Krista Lynch says financial advisors have gone from dodging Grayscale's calls to flooding its inbox, and the firm just filed to tokenize two new products. The Grayscale e

Arthur Hayes: The Biggest Bull Run Of Your Life Is Just Starting (Full Thesis)

Arthur Hayes says US commercial bank balance sheets are up roughly $200 billion and every Fed hike pushes billions more into financial assets like crypto. Arthur explain

Illia Polosukhin: NEAR Is Ready For The Quantum Era (Full Thesis)

Illia Polosukhin joins us for a session at TOKEN2049 Singapore and explains why NEAR is one of the biggest opportunities in digital assets today. He says it was designed

Keone Hon: Wall Street And Degens Are Both Coming To Monad (Here Is Why)

Everyone wants good execution and access to the best opportunities and Keone Hon says that's why there's no real contradiction between Monad's consumer culture and its in

Seth Ginns & Anthony Pecore: Why Liquid Assets Win The Tokenization Super Cycle (Full Breakdown)

Seth Ginns says the market has the tokenization trade backwards: pre-IPO equities are the exciting story, but assets that already trade with deep liquidity, like equities

TJ Miller & Jordan Jefferson: Dogecoin Is The Currency Of Mars (Never Bet Against Elon)

Never bet against Elon. Jordan Jefferson says if you can't see us getting to Mars, you're not going to make it, and Dogecoin ends up the currency when we do. He breaks do

Dinari: Confirming Asset-Settled Perps On U.S. Equities (The Full Story)

Gabriel Otte says the SEC's tokenization innovation exemption is so close to Dinari's own model that he couldn't have written it better himself. The Dinari co-founder exp

Matt Hougan & Sal Ternullo: NEAR Is One Of The Best Positioned Assets In Crypto

With 130% dispersion between the best and worst of the top 20 assets over 30 days, Matt Hougan calls that the healthiest signal digital assets has produced in a decade, b

Tom Zschach: The Swift Ledger Is Live And Banks Are Already Using It (Faster Than Anyone Expected)

Three years ago nobody at Swift was thinking about carrying a token across the network and now the ledger is live and banks are settling cross-border payments with their

Sergey Nazarov: Why Hundreds Of Trillions Of Dollars Are Coming Onchain Right Now (Tokenization Supercycle)

Sergey Nazarov says that critical mass is very close now, and when it tips, the amount of tokenized equity in existence skyrockets. He explains Chainlink's role as the in

Rob Krugman: This Is The Biggest Unlock In Finance Yet (2027)

Broadridge is already settling $380 billion a day in repo onchain, and Rob Krugman expects that to clear a trillion by year end. He explains what actually changes when ov

Vlad Tenev: Trillions Of Assets Are Coming On Robinhood Chain (Tokenize The World)

Robinhood CEO Vlad Tenev joins Andy live from the HOOD Summit in Houston, Texas for a quick conversation about tokenization and Robinhood Chain. He told us to look at th

Joseph Chalom: Ethereum Is The Toll Road To Everything (Larry Fink's Words)

Joseph Chalom says Larry Fink's line that Ethereum is the toll road to tokenization is exactly the right way to think about the asset, and he lays out why the market's be

Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis)

Eric Conner says something is happening in crypto he's never seen in 14 years of watching these markets: coins like Zcash and the perp exchanges are decoupling from Bitco

Nathan McCauley: Tokenized Deposits Are The Real Trojan Horse For Banks (Insider Take)

Nathan McCauley says most banks don't actually know how much money is in their own accounts until the end of the day, and he explains why tokenized deposits are quietly f