The Rollup

The Rollup TV: Wednesday, August 27th

Aug 28, 2025
Dive into the latest in sports updates and player performances! Explore the resilience of startups and notable trends in the crypto space. Nvidia's earnings could shake up traditional and crypto markets, especially regarding AI tech. Discover shifts in tech hiring practices and the intricacies of decentralized autonomous organizations. The discussion also includes the evolution of digital infrastructure, innovative liquidation processes, and new blockchain transaction efficiencies. Wrap up with thoughts on crypto values and exciting market updates!
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INSIGHT

Value Lives In Front‑Ends Not Messaging

  • Wormhole argued STG value sits in Stargate front-ends and assets rather than LayerZero messaging.
  • This makes acquiring front-ends strategically valuable for capturing future revenue and distribution.
ADVICE

Require Fair Bidding For DAO M&A

  • Push for transparent, fair bidding when DAOs consider acquisitions to protect token holders.
  • Use on‑chain, time‑sufficient processes and clear disclosures before voting on major M&A moves.
INSIGHT

Small Quorums Distort Big Decisions

  • Snapshot quorums can be trivially small and enable high-impact decisions by few voters.
  • Commingled interests and voter fear can distort DAO outcomes in high‑stakes votes.
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