The Rollup

Felix Jauvin, aka 'Fejau', is a macro analyst and the host of the Forward Guidance Podcast, who dives deep into the intersection of fiscal policy and global markets. He explores how current tariff policies influence Bitcoin and gold, questioning what happens when anticipated investment strategies actually succeed. Jauvin highlights macro signals that savvy traders track, examines the potential of specific crypto companies to boost GDP, and discusses the implications of U.S. fiscal dynamics on emerging alternatives to dollar dominance.

Mike Dudas is a crypto venture capitalist at Six Man Ventures, focused on pioneering app-based blockchain innovations. He discusses the end of the era of valueless tokens, emphasizing a shift towards genuine value creation. Mike believes buyback models are becoming essential and criticizes overhyped infrastructure projects, advocating for consumer apps instead. He highlights the new crypto app economy where real revenue meets token utility, suggesting that we're entering a promising phase of accountability and innovative opportunities in the crypto space.

Anil Lulla, CEO of Delphi Digital, dives into AI's impact on crypto investment strategies. Robinson Burkey, an institutional expert from Wormhole, discusses the critical need for interoperability in driving crypto adoption. Dougie DeLuca from Figment shares insights on on-chain trading innovations, while Laurence Day, founder of Wildcat, reveals game-changing under-collateralized lending solutions. Together, they explore evolving market dynamics, strategic shifts in Ethereum, and the future of decentralized finance amidst a changing regulatory landscape.

Discover the fascinating shift in trading from mainstream liquidity pools to alternatives with lower fees. Explore the dynamic world of decentralized finance, focusing on yield farming opportunities and innovative protocols. Join an insightful chat with Vlad from Robinhood about the challenges at the intersection of traditional and crypto finance. Get the scoop on impending economic forecasts and global market shifts, while learning about innovative approaches in DeFi that blend gaming with community engagement for enhanced user experiences.

In this engaging conversation, Sid Gandhi, CEO and co-founder of PolyBase Labs, discusses his mission to empower users with true control over their money through Payy. He critiques traditional FinTech as merely a cosmetic upgrade. Sid sheds light on real issues like frozen payment accounts and financial inaccessibility. He reveals Payy’s innovative features such as gasless transactions and zero-fee on/off-ramping, aiming to transform how people manage and use their money in a more private and efficient manner.

Dive into the world of trading with insights from Flood, who discusses the dramatic rise and fall of traders, spotlighting the curious case of James Wynn. Explore the psychology that differentiates successful traders from those who crash. Unpack the potential of Hyperliquid and how it might outpace Solana and Binance. Hear predictions about institutional adoption and the future of crypto trading platforms, revealing the challenges ahead as innovation shapes this volatile landscape.

Kenny Li, who works at Manta, dives into the evolving landscape of DeFi and blockchain sustainability. He argues that the era of 'build it and they will come' is gone; projects now need real users and revenue to survive. Kenny discusses how integrated business models, along with insights from traditional finance, can drive mass adoption. He also highlights the diminishing relevance of Layer 2 solutions and why starting with centralized products may ease on-chain entry. Finally, he emphasizes a Robin Hood mindset for future projects.

AI agents handling your money sounds terrifying, until you realize the alternative is trusting humans with complex DeFi strategies.In today's episode, we sit down with Sean Li, founder of Newton & Magic, to explore how verifiable AI agents could transform crypto UX forever. Sean's building AI that executes financial transactions while proving every step cryptographically.We dive into why 80% of DApp interfaces might disappear into natural language prompts and how Newton creates trusted agents through confidential compute and guardrails. This isn't about replacing traders. it's about democratizing sophisticated strategies while maintaining verifiable proof.Let's jump after it.The RollupCheck all Mammoth May 🦣 videos here: https://x.com/therollupco/status/1921928850096701687----Join The Rollup Edge: https://members.therollup.coWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd9vbF3hJA2n7qoL5?si=858d082f7de94313Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+8ARkR_YZixE5YjBhThe Rollup Disclosures: https://therollup.co/the-rollup-discl𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.

Guests Tom Dunleavy, Head of Venture at Varys Capital, and David Kostiner, Chief IP Officer at ARIA, dive into the intersection of crypto, AI, and intellectual property. They discuss the implications of Telegram's AI partnership and FTX distributions impacting the market. Dunleavy highlights recent shifts in consumer confidence and venture investment strategies, while Kostiner explores the groundbreaking idea of tokenizing music IP, showcasing how blockchain can create new revenue streams. A lively conversation about the future of work and enterprise AI agents also unfolds.

This engaging discussion features Sam Kazemian, the visionary behind Frax Finance, and Stani Kulechov, the founder of Aave. They dive deep into the implications of the GENIUS Act, which could legitimize stablecoins as legal tender. Sam highlights the explosive growth potential of stablecoins and AI, while Stani unveils the future of securities tokens in the on-chain economy. The conversation also touches on the evolution of dollar issuance and the need for regulatory balance to foster innovation in decentralized finance.