The Rollup Rollup TV: AI Supercycle, Rumor Mill, Privy, Stabled Up
Oct 10, 2025
In this conversation, Sam Battinelli, a builder and executive at Rise, dives into the intricacies of Ryze's low-latency design and the evolving order-flow market. He discusses the potential of on-chain decentralized exchanges and the strategic significance of their revenue models. Meanwhile, Hang Yin, an AI and privacy researcher, explores the challenges of confidential computing and the implications of recent TEEs vulnerabilities. He emphasizes the need for decentralized, auditable AI systems to empower communities and maintain privacy in the digital age.
AI Snips
Chapters
Transcript
Episode notes
Order Flow, Not Block Space, Is The Product
- Block space abundance doesn't solve monetization because scarcity returns when users arrive and prices spike during congestion.
- Sam argues the real product is order flow and markets, not commoditized block space.
Optimize For Latency And Throughput
- Build ultra-low latency and high throughput to attract market makers and enable on-chain order books.
- Sam recommends sub-3ms execution and high TPS as mandatory for competitive perp venues.
Perps And Stablecoins As Chain Revenue
- Native stablecoins and perps are the revenue levers chains consider to avoid commoditizing sequencer fees.
- Sam sees stable companions and perps as critical pre-launch products, but dominant trading liquidity will still be USDC/USDT.