The Rollup

Mining, Bags, Bets, ZK & The Proving Race, Arkham, AI, Onchain Intel , IP World and The Future of Meme Coins with Notsofast, Maya Dotan, Miguel Morel and Red

Aug 12, 2025
Maya Dotan, PM at Starkware, delves into the fascinating world of zero-knowledge technology and the proving race, highlighting advancements with Starkware's new prover, STWO. Miguel Morel, Founder of Arkham, shares his expert insights on on-chain analytics and the current market landscape. The discussion touches on the evolving strategies in cryptocurrency trading, the financial risks of meme coins, and the transformative potential of AI in the crypto space. Listeners are treated to a blend of technical depth and market savvy, perfect for any crypto enthusiast.
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ANECDOTE

Rescuing A Fortune From A Dusty Rig

  • Notsofast salvaged a dusty mining rig and discovered it held a huge windfall when PIVX surged in 2017.
  • He physically retrieved the machine from a storage locker and rescued the coins before they were lost.
ADVICE

Use Bitcoin As Your Performance Baseline

  • Maintain Bitcoin as a denominating asset: if a trade won't outperform BTC, consider holding BTC instead.
  • Reweight into long-lived chains (Ethereum, Solana) while locking profits into Bitcoin.
INSIGHT

Why Corporates Launch Their Own L1s

  • Corporate L1s act like in-house compatibility modules for stablecoins and payments rather than true decentralized networks.
  • They trade decentralization for customizability, security budgets and fiat-native integrations.
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