The Rollup

Luca Prosperi, founder of M0 and a leader in DeFi credit and governance, dives into the exciting world of stablecoins. He reveals why every major app will likely issue its own stablecoin, discussing MetaMask’s innovative dollar design without relying on banks. Luca highlights the challenges of stablecoin fragmentation and the hidden differences in bank dollars. As stablecoins are projected to soar from $300B to trillions, he explores their impact on liquidity, lending, and the future of financial services, emphasizing the importance of developer-friendly approaches.

Tony McLaughlin, CEO of Ubyx and former SWIFT executive, dives deep into the world of stablecoins, asserting they should be treated like checks by banks. He explains how public blockchains can solve adoption issues for financial institutions. The conversation highlights the importance of multi-chain wallets for banks and the significance of understanding stablecoins as negotiable instruments. McLaughlin also discusses the future where stablecoin wallets become standard in banks and predicts a Cambrian explosion of stablecoins enhancing global commerce.

Haseeb Qureshi, a partner at Dragonfly and seasoned crypto investor, joins to delve into the decline of DAT mania and its implications for retail speculation. He explains why current market movers are mostly institutional players, and why user-generated prediction markets are unlikely to succeed. Haseeb also critiques the limitations of upcoming ETFs for long-tail assets and discusses the dynamics surrounding stablecoins and banking. Lastly, he highlights the competitive landscape in sports betting, weighing in on Polymarket vs. Kalshi.

Dive into the cutting-edge world of crypto as experts discuss the revolutionary Trezor Safe 7, equipped with quantum readiness and state-of-the-art security features. Explore the balance between self-custody and custodial services, while examining the evolving landscape of decentralized asset trading. Insights into the impact of government regulation on crypto, the growth of prediction markets, and upcoming token launches reveal a vibrant future. Join a thought-provoking conversation on technology, user privacy, and the quest for innovative financial solutions.

In this engaging discussion, Kash Dhanda, the Founder and COO of Jupiter, shares how his team navigated the FTX collapse and launched their own stablecoin, JupeUSD. He reveals the motivation behind launching stablecoins now and the impact of their innovative ICO platform. Kash dives into Jupiter's strategy for becoming a DeFi super app on Solana, emphasizing liquidity solutions and the benefits for JUP holders. Listeners will find exciting insights into the future of stablecoins and institutional adoption in the crypto space.

Santiago Santos, founder of Inversion Capital, dives into decentralized infrastructure's impact on traditional businesses. Mike Horton discusses GeoNet, a decentralized location network for robotics, and the advantages of token incentives in deployment. Will and Mike from Galaxy Ventures share insights on raising a $175M fund and the potential of crypto-native products in financial services. They explore the competitive landscape of DeFi versus traditional banking and the importance of regulatory clarity for innovation.

Join Scott Melker, a savvy crypto trader and host of The Wolf of All Streets, as he dives into the implications of Trump's monetary policies on Bitcoin, gold, and stablecoins. He argues that predicting market tops is a losing game and sheds light on gold's surprising long-term underperformance against inflation. Scott also discusses the potential for stablecoins to gain Fed master accounts and explores the growing role of institutional DeFi. Prepare for an insightful blend of market analysis and future financial trends!

Kane Warwick, a DeFi entrepreneur and founder of Synthetix, dives into the exciting return of Synthetix to Ethereum and its innovative approach to derivatives trading. He discusses the mechanics of a community trading competition, emphasizing the design trade-offs and rules that will drive engagement. Warwick also sheds light on the market's recent volatility, claiming the Black Friday crashes have cleared out mercenary leverage, setting the stage for a potential bull market. Tune in for a vibrant discussion packed with insights and strategies!

Smokey the Bear, the Ecosystem lead for Berachain, shares insights into the progress of its digital asset treasury, GreenLane. He explains how this initiative supports capital markets and positions Berachain for TradFi integration. Smokey also highlights standout projects like Infrared and Dolomite within the Berachain ecosystem. Moreover, he discusses the importance of productive token use and liquidity. The conversation delves into how these developments can provide innovative financial solutions while bridging the gap between traditional finance and cryptocurrencies.

In this discussion, Alex Svanevik, co-founder and CEO of Nansen, dives deep into the future of on-chain analytics and AI in trading. He reveals insights on the emergence of agentic trading and how AI can shape personalized trading experiences. Alex also analyzes the competitive landscape of stablecoins and the potential of real-world assets on-chain to revolutionize finance. His thoughts on the integration of DeFi with traditional markets and the philosophy of network states highlight the new frontiers of digital economics.