The Rollup

Miguel Morel, Founder of Arkham Intelligence, shares insights from his groundbreaking blockchain analytics platform. He talks about transforming raw transaction data into human-readable intelligence, making crypto information accessible to all. Notably, he discusses tracking massive ETH purchases by treasury companies and how Arkham identified the largest Bitcoin theft in history. Miguel also reveals the platform's monetization strategies and its role as a vital resource for real-time crypto market intelligence. A fascinating glimpse into the future of blockchain data!

ETH surges to $4,500, reigniting optimism in the crypto space. NotSoFast shares tales from the chaotic days of 2016, including his jaw-dropping rescue of $2 million in PIVX. The discussion dives into the shift from initial skepticism to a wave of institutional interest that has transformed the landscape. Evolving trading strategies and the role of stablecoins are examined, alongside the complex dynamics of corporate blockchain versus decentralization. A deep exploration of risks and future potential keeps the excitement alive.

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.

Preston Evans, CTO of Sovereign Labs and ex-Amazon Web Services innovator, dives deep into crypto's throughput issues. He explores the urgent need for ultra-fast centralized limit order books and how Sovereign's tech can revolutionize transactions. The discussion covers innovative applications like payments and identity on-chain. Preston also delves into the competitive landscape, highlighting Sovereign's advantages over rivals like Solana and the importance of user feedback in creating effective trading platforms. Tune in for insights that could shape the future of blockchain technology!

Sid Gandhi, founder of Pay, focuses on private stablecoin transactions. Preston Evans, CTO at Sovereign Labs, discusses the innovative tech stack enabling rollups on any blockchain. Shiv Shankar, CEO of Boundless, dives into decentralized ZK proof marketplaces. The trio explores the delicate balance of privacy and transparency in crypto, the latest in payment technologies, and the future of digital privacy measures. From groundbreaking innovations to practical yield generation insights, their conversation is both engaging and informative, perfect for crypto enthusiasts!

Austin Barack, the founder of Relayer Capital, shares insights into the evolving landscape of DeFi. He discusses how to distinguish genuine product-market fit from fleeting trends and the significance of stablecoin regulation in catalyzing growth. Barack emphasizes the shift toward revenue-focused investing, indicating a maturing market. He also highlights key metrics for evaluating DeFi networks, such as trading volume and user engagement, while touching on innovative developments like Liquid Restaking and the impact of new token launches on ecosystems.

Ram Kumar is a core contributor at Open Ledger, focusing on blockchain solutions to enhance transparency, while Eowyn Chen leads user experience at Trust Wallet, the largest mobile wallet. They dive into how AI is reshaping wallet interfaces and the security risks associated with AI-powered wallets. The conversation highlights the need for customization in decentralized finance tools and critiques the effectiveness of generic AI in this space. They advocate for a compensation model to reward data contributors, emphasizing community engagement and the future of digital asset management.

Corey Caplan, co-founder of Dolomite, dives into the transformative landscape of decentralized finance (DeFi). He discusses how money markets are evolving into full-service prime brokerages, focusing on unique efficiencies for survival. Corey highlights the shift from empty promises to genuine value in DeFi, driven by institutional interest. The conversation covers the challenges of user experience, the necessity for multi-chain interactions, and innovative models like Asset Runes that add real utility to platforms. This evolution promises a bright future for DeFi in 2025!

Karia Samaroo, founder of WonderFi and xTAO, discusses his journey post-acquisition by Robinhood. He delves into how AI tokens could bridge the gap between retail investors and institutional players. The potential of Bittensor as a decentralized AI solution captures attention, alongside forecasts for xTAO's ambitious plans in 2025. Karia also explores strategies for managing treasury assets amid crypto volatility and the evolving landscape of the cryptocurrency market, emphasizing collaboration and innovative growth strategies.

Kyle Reidhead, co-founder of Milk Road, Karia Samaroo, co-founder of WonderFi, and Matt Katz from Caldera, bring a wealth of knowledge on crypto landscapes. They discuss the emergence of BitTensor, drawing parallels to Bitcoin's early days while emphasizing strategic investment models. The trio also delves into Canada’s challenging regulatory environment for crypto, highlighting the impact on innovation. Insights into DAOs, digital asset treasuries, and the recent launch of the ERA token provide listeners with a comprehensive look at the future of blockchain.