How Institutions Are Being Forced to Tokenize with Theo Golden
Theo Golden, Tokenization Lead at Baillie Gifford, joins The Rollup live from DeFi Day to break down why direct tokenization beats the wrapped model for institutions, how 19 financial intermediaries a...
31 Maalis 23min
Stani Kulechov on Why Aave V4 Is The Most Resilient DeFi In The World
Stani Kulechov joins The Rollup live from DeFi Day to reflect on the V4 announcement & break down the hub-and-spoke architecture, how Aave is positioning for RWAs and tokenized equities, the Whop inte...
30 Maalis 26min
Hyperliquid Strategies CEO: Hyperliquid Is Extremely Undervalued (...And What Comes Next)
David Schamis, CEO of Hyperliquid Strategies, joins us in the Tokenization Tower in NYC to break down how they raised $888M, why most other DATs are in trouble, his Hyperliquid bull & bear case, why H...
29 Maalis 37min
Jeff Park on Why the 60/40 Portfolio Is Already Over
Jeff Park, CIO of ProCap Financial, joins The Rollup live from DAS New York to break down his Radical Portfolio Theory, why US Treasuries should be called the "risk full rate," the truth about private...
28 Maalis 23min
Is the Stablecoin Yield Ban Good? with Frax founder Sam Kazemian
Frax founder Sam Kazemian joins Stabled Up to break down why the Clarity Act's yield restrictions actually benefit DeFi-native stablecoins, how Frax and Tether come out on top, and much more.Sam Kazem...
27 Maalis 30min
The Biggest Digital Assets Opportunity Nobody Is Talking About
Santiago Santos, founder of Inversion, joins The Rollup live from DC Blockchain Summit to break down why most tokens aren't investable, the Hyper Liquid commodities thesis, and more.Santiago Santos is...
26 Maalis 34min
How the Oil Shock Is Flipping the Macro Playbook | Felix Jauvin
Felix Jauvin, Head of Content at Blockworks and macro trader, joins The Rollup live from the conference floor to break down why he's bullish on the dollar, bearish on gold, and more.Felix Jauvin is th...
25 Maalis 20min
Is TAO the Best AI Trade in the World Right Now? | Rob Greer
Rob Greer, Partner at Stillcore Capital, joins AI Supercycle to make the bull case for TAO, break down the best subnets to watch, and moreRob Greer is a Partner at Stillcore Capital, one of the only f...
23 Maalis 33min
