The Rollup

Everything from The Rollup that's on Ethernews. Press a thumbnail to play it here. The full show list is on Sources, and every show's episodes mix on the podcasts page.

• ▶25:52

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

  video · world · 30k views · 11d ago
  chapters (11)

  1. 0:00Intro
  2. 2:25Chainlink's Best Sibos Booth Ever
  3. 4:19Chainlink Is The Interface For Swift Ledger
  4. 6:14More Chains Means More Chainlink Value
  5. 8:14DTCC Deeply Integrates Chainlink Data Feeds
  6. 10:26Chainlink Solves The Digital Twin Problem
  7. 14:55Tokenization Is Not About Tokens Themselves
  8. 18:14Laws Will Change Then All Settlement Goes Onchain
  9. 20:08Fragmentation Is Actually Chainlink's Tailwind
  10. 22:09Chainlink Solves Each Problem As It Appears
  11. 24:04Smart Contracts Defined By Sergey
• ▶31:51

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

  video · world · 35k views · 15d ago
  chapters (13)

  1. 0:00Intro
  2. 2:11ETH Stuck In The Middle Of Two Theses
  3. 4:12Ethereum Is The Trust Commodity For Finance
  4. 6:13ETH Has 50% Of All Stablecoin Activity
  5. 8:14Agents Will Run Where The Liquidity Is
  6. 10:33Selling ETH At $1,530
  7. 12:44Ethereum Is The Internet With Ownership
  8. 16:00Robinhood Chain Revenue Up 10x ETH Flat
  9. 18:14Larry Fink on ETH As The Toll Road
  10. 20:43Internet Had No Token Ethereum Does
  11. 22:57Regulation Helps Markets Thriv
  12. 26:32Dot Com Bubble Parallel
  13. 30:16Only The Internet Compares To Ethereum
• ▶1:40:35

  Tom Lee Buys More ETH? Pump Next Leg Up? Vitalik's "World Computer"

  video · world · 2.6k views · 15d ago
  chapters (5)

  1. 0:00Intro
  2. 5:00Welcome to The Rollup
  3. 14:31DIGITAL ASSETS MARKET
  4. 51:03MARKO JURINA, CEO OF JUMPER
  5. 1:23:00ROBERTO "RJ" CATALÁN, CO-FOUNDER OF ALIGNED
• ▶19:16

  Guy Young: Why This Is The Biggest Opportunity In Stablecoins Yet (Full Thesis)

  video · apps · 4.4k views · 23d ago
  chapters (9)

  1. 0:00Intro
  2. 0:40Three Years Of Four-Sigma Events
  3. 2:44Why Build A Neobank
  4. 4:23Is USDe More Resilient Now
  5. 7:10Are Stablecoins A National Priority
  6. 9:47The Dirty VC Coin Problem
  7. 12:23Buying Out Every Selling Investor
  8. 13:55Why He Disagrees On Buybacks
  9. 16:59The Bifurcated Business Model
• ▶15:38

  Circle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early)

  video · apps · 7.6k views · 25d ago
  chapters (8)

  1. 0:00Intro
  2. 2:10Arc As A New Primitive
  3. 4:31Jeremy’s Vision
  4. 6:4415 Years Of Progress
  5. 8:54Circle Is The Internet Platform For Finance
  6. 11:01Arc Is Agentic Finance
  7. 13:04DTCC On Arc
  8. 15:01$100 Trillion In USDC Transfer Volume
• ▶5:27

  John Gillen: Why Ethereum Is Positioned Better Than Bitcoin Right Now (ETH/BTC Setup)

  video · world · 9.8k views · 26d ago
  chapters (4)

  1. 0:00Intro
  2. 2:04Not All Digital Assets Are Created Equal
  3. 3:28Revolut Tokenized Euro Lands On Ethereum
  4. 5:00Sector By Sector Rules Are Coming
• ▶35:52

  Sam Kazemian & Raagulan Pathy: Why Neo Banks Are Quietly Selling Themselves (Full Interview)

  video · apps · 1.2k views · 31d ago
  chapters (18)

  1. 0:00Intro
  2. 2:07Stablecoins Growing Independent Of Price
  3. 4:14Banking Is Being Unbundled Now
  4. 6:13Stablecoins Eating Traditional Banking Share
  5. 8:18The World Wants A US Bank Account
  6. 10:25Genius Act Stablecoin Explosion Chart
  7. 12:27Robinhood Chain And Tokenized Equity Access
  8. 14:38Sam Announces New Platform Feature
  9. 16:39Global KYC Identity Layer Explained
  10. 18:42One Login Infinite Financial Products
  11. 20:54Collaboration Not Competition Strategy
  12. 22:57Genius Act Was The First Domino
  13. 25:09Everyone Wants Access To US Capital Markets
  14. 27:11Economies Of Scale Is The Real Moat
  15. 29:13Neo Banks Throwing Hands Up Daily
  16. 31:21Neo Bank Wave Now Shaking Out
  17. 33:22Onboarding Friction Killed Most Neo Banks
  18. 34:48Trust And Customer Service Build The Moat
• ▶7:49

  SharpLink & Lido: Ethereum Doesn't Need To Change Issuance (Here's Why)

  video · protocol · 11k views · 44d ago
  chapters (3)

  1. 0:00Intro
  2. 3:11Revenue Meta And Token Holders
  3. 6:36Is This Focus Overextended
• ▶27:58

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

  video · world · 1.6k views · 46d ago
  chapters (7)

  1. 0:00Intro
  2. 4:02Banks Rushing Into Stablecoins?
  3. 7:20A Hundred Approaches To Tokenization
  4. 12:25Compliant Tokens That Do DeFi Well
  5. 16:56From Wild West DeFi To Compliance
  6. 23:39Why He Left Compound To Start Superstate
  7. 26:21100% Market Share, Then Some For Tokenized Assets
• ▶36:02

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

  video · apps · 2.5k views · 49d ago
  chapters (6)

  1. 0:00Intro
  2. 9:22Coinbase's Wrapped Bitcoin Playbook
  3. 13:43The Revenue Meta Thesis
  4. 17:2110% Of Global GDP Onchain
  5. 24:03Real Ownership Vs Synthetic Tokens
  6. 26:04Coinbase's Leapfrog Moment Explained
• ▶10:36

  SharpLink & Lido: This Changes Everything For ETH Holders (Here's Why)

  video · protocol · 4.8k views · 51d ago
  chapters (4)

  1. 0:00Intro
  2. 2:49Permanent Capital Vs Mercenary Capital
  3. 6:17A Third Of ETH Stays Onchain
  4. 9:18Institutions Would Flee To Solana