The Rollup Rollup TV: Stabled Up EP8, Theo Network, Hyperliquid, Starknet, Sui Group Holdings
Oct 30, 2025
David (Seamus), CEO of Hyperliquid Strategies, discusses the upcoming HIP3 markets and their innovative capital strategies. Stepan (Stepon), Co-founder of Squads, reveals how their platform supports stablecoin issuers on Solana and debunks misconceptions about Western Union's involvement. Steven McIntosh, CIO at Sui Group Holdings, explains the concept of agentic commerce and Sui's unique infrastructure that supports AI-driven transactions, partnering with Google DeepMind for a pilot project. A deep dive into tokenization, liquidity, and the evolution of stablecoins is also featured.
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Stablecoins Power Smart-Account Demand
- Squads evolved from multisig/governance into the leading smart-account and stablecoin infrastructure on Solana.
- They focus on secure custody, stablecoin accounts, and developer APIs to enable on-chain business operations.
Incumbent Stablecoins Validate Solana
- Institutional entrants like Western Union validate Solana's payments thesis and boost brand awareness.
- Squads views such partnerships as rational technology choices, not paid exclusivity rumors.
Design A Stablecoin Strategy First
- Design a stablecoin strategy covering custody, key management, accounts, and yield before launch.
- Use Squads' enterprise APIs to add programmability, card issuance, and on-chain policies for operations.