The Neo Finance Bull Thesis with Vance Spencer & Michael Anderson
The Rollup11 Jan

The Neo Finance Bull Thesis with Vance Spencer & Michael Anderson

A new category is being born, and it's going to reshape crypto investing.

In this episode, we sit down with Vance Spencer and Michael Anderson of Framework to explore the rise of neo-finance and how 2026 creates crypto's Magnificent 7.

Vance and Michael break down Sky, Sirup and the 3-4 assets worth owning, sustainable yields vs Ponzinomics 2.0, why equity outcomes are surging, and the biggest market shift happening right now.


We discuss:

-The Rise of Neo-Finance: Why DeFi No Longer Works

-How 2026 Creates Crypto's Magnificent 7

-Token Structure Clarity & Property Rights

-Sky, Sirup & The 3-4 Assets Worth Owning

-Sustainable Yields vs. Ponzinomics 2.0

-Why Equity Outcomes Are Surging

-Market Structure Bill & SEC Innovation Hub

-BMR's Massive ETH Call Position

-The Biggest Market Shift Happening Right Now


Timestamps:

00:00 Intro

01:17 Neo-Finance Terminology

03:52 Why DeFi Needs a Rebrand

06:02 The NuFi Thesis

10:31 Stablecoins & Asset Management

13:30 infiniFi, Halliday, Kalshi Ads

14:39 2021 CeFi vs. 2025 NuFi

18:13 Market Structure Bill Impact

20:40 Token-Equity Dilemma

27:05 Investable Crypto Assets

32:56 YEET, Trezor, Hibachi Ads

32:22 Property Rights for Tokens

35:00 The Mag 3-4 of Crypto

40:36 Bull Case: ETFs & Positioning

44:58 BMR's ETH Play & Innovation Hub


Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow us on X: https://www.x.com/therollupco

Follow Rob on X: https://www.x.com/robbie_rollup

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://therollup.co/the-rollup-discl


๐——๐—œ๐—ฆ๐—–๐—Ÿ๐—”๐—œ๐— ๐—˜๐—ฅ: ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ช๐˜ฏ ๐˜ค๐˜ณ๐˜บ๐˜ฑ๐˜ต๐˜ฐ๐˜ค๐˜ถ๐˜ณ๐˜ณ๐˜ฆ๐˜ฏ๐˜ค๐˜บ ๐˜ข๐˜ฏ๐˜ฅ ๐˜‹๐˜ฆ๐˜๐˜ช ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ๐˜ด ๐˜ค๐˜ฐ๐˜ฎ๐˜ฆ๐˜ด ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ช๐˜ฏ๐˜ฉ๐˜ฆ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต ๐˜ณ๐˜ช๐˜ด๐˜ฌ๐˜ด ๐˜ช๐˜ฏ๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ช๐˜ฏ๐˜จ ๐˜ต๐˜ฆ๐˜ค๐˜ฉ๐˜ฏ๐˜ช๐˜ค๐˜ข๐˜ญ ๐˜ณ๐˜ช๐˜ด๐˜ฌ, ๐˜ฉ๐˜ถ๐˜ฎ๐˜ข๐˜ฏ ๐˜ฆ๐˜ณ๐˜ณ๐˜ฐ๐˜ณ, ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ ๐˜ง๐˜ข๐˜ช๐˜ญ๐˜ถ๐˜ณ๐˜ฆ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฎ๐˜ฐ๐˜ณ๐˜ฆ. ๐˜ˆ๐˜ต ๐˜ค๐˜ฆ๐˜ณ๐˜ต๐˜ข๐˜ช๐˜ฏ ๐˜ฑ๐˜ฐ๐˜ช๐˜ฏ๐˜ต๐˜ด ๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ๐˜ฐ๐˜ถ๐˜ต ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜ฏ๐˜ฆ๐˜ญ, ๐˜ธ๐˜ฆ ๐˜ฎ๐˜ข๐˜บ ๐˜ฆ๐˜ข๐˜ณ๐˜ฏ ๐˜ข ๐˜ค๐˜ฐ๐˜ฎ๐˜ฎ๐˜ช๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ณ ๐˜ง๐˜ฆ๐˜ฆ ๐˜ข๐˜ด ๐˜ข ๐˜ด๐˜ฑ๐˜ฐ๐˜ฏ๐˜ด๐˜ฐ๐˜ณ๐˜ด๐˜ฉ๐˜ช๐˜ฑ, ๐˜ช๐˜ง ๐˜ต๐˜ฉ๐˜ช๐˜ด ๐˜ช๐˜ด ๐˜ต๐˜ฉ๐˜ฆ ๐˜ค๐˜ข๐˜ด๐˜ฆ ๐˜ธ๐˜ฆ ๐˜ธ๐˜ช๐˜ญ๐˜ญ ๐˜ข๐˜ญ๐˜ธ๐˜ข๐˜บ๐˜ด ๐˜ฎ๐˜ข๐˜ฌ๐˜ฆ ๐˜ด๐˜ถ๐˜ณ๐˜ฆ ๐˜ช๐˜ต ๐˜ช๐˜ด ๐˜ค๐˜ญ๐˜ฆ๐˜ข๐˜ณ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ต๐˜ณ๐˜ช๐˜ค๐˜ต๐˜ญ๐˜บ ๐˜ข๐˜ฏ ๐˜ฆ๐˜ฅ๐˜ถ๐˜ค๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ ๐˜ค๐˜ฐ๐˜ฏ๐˜ต๐˜ฆ๐˜ฏ๐˜ต ๐˜ฑ๐˜ญ๐˜ข๐˜ต๐˜ง๐˜ฐ๐˜ณ๐˜ฎ, ๐˜ฏ๐˜ฐ๐˜ต๐˜ฉ๐˜ช๐˜ฏ๐˜จ ๐˜ธ๐˜ฆ ๐˜ฐ๐˜ง๐˜ง๐˜ฆ๐˜ณ ๐˜ช๐˜ด ๐˜ง๐˜ช๐˜ฏ๐˜ข๐˜ฏ๐˜ค๐˜ช๐˜ข๐˜ญ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ค๐˜ฆ. ๐˜ž๐˜ฆ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ฑ๐˜ณ๐˜ฐ๐˜ง๐˜ฆ๐˜ด๐˜ด๐˜ช๐˜ฐ๐˜ฏ๐˜ข๐˜ญ๐˜ด ๐˜ฐ๐˜ณ ๐˜ญ๐˜ช๐˜ค๐˜ฆ๐˜ฏ๐˜ด๐˜ฆ๐˜ฅ ๐˜ข๐˜ฅ๐˜ท๐˜ช๐˜ด๐˜ฐ๐˜ณ๐˜ด.

Episoder(586)

How To Prepare For The AI Freight Train - Illia Polosukhin

How To Prepare For The AI Freight Train - Illia Polosukhin

Illia Polosukhin breaks down why AI needs blockchain as its backend, how formal verification could rewrite every line of code online, and what a post-labor economy looks like.We cover:- The Near.com U...

26 Feb 32min

The $650M Bet on Crypto's AI Future with Haseeb Qureshi

The $650M Bet on Crypto's AI Future with Haseeb Qureshi

Haseeb from Dragonfly explains why Visa and Mastercard aren't cooked yet, why most crypto x AI plays will fail, and where the real opportunity sits.We cover:- Stablecoins to $2.7 Trillion?- Why AI Age...

25 Feb 30min

How Tokenization Is Disrupting Legacy Finance (...And What Comes Next) - Bitwise CIO Matt Hougan

How Tokenization Is Disrupting Legacy Finance (...And What Comes Next) - Bitwise CIO Matt Hougan

There is a massive change happening in the world of finance, led by tokenization.Tokenized ETFs, vaults, and new products are moving at lightspeed. Bitwise's Matt Hougan breaks down why institutional ...

19 Feb 50min

How Gmoney Mastered OpenClaw to Run His Business

How Gmoney Mastered OpenClaw to Run His Business

Gmoney built an algorithmic trading engine, a personal legal team, an automated content pipeline, and a full website. All of this was done through OpenClaw running on a Mac Mini in his house.He walks ...

18 Feb 40min

Banks Are Fighting To Block Stablecoin Yield and Why That's Bullish with Sean Kelley

Banks Are Fighting To Block Stablecoin Yield and Why That's Bullish with Sean Kelley

Banks are actively fighting to block yield-bearing stablecoins because they know what's coming.We sit down with Sean Kelley, VP at Frax, to cover how frxUSD is bridging DeFi and TradFi, why RWA loopin...

17 Feb 31min

The Aave Will Win Framework with Stani Kulechov

The Aave Will Win Framework with Stani Kulechov

Aave Labs is at its most critical crossroads.The "Aave Will Win Framework" proposes sending 100% of product revenue to the DAO in exchange for annual funding unifying Labs and token holders under one ...

13 Feb 51min

Santiago Santos: My New Crypto Investing Playbook

Santiago Santos: My New Crypto Investing Playbook

Crypto's valuation disconnect is real.Santiago Roel Santos breaks down why tokens don't compound value like equities, how infrastructure became commoditized, and where actual value capture happens now...

12 Feb 40min

Iron Claw & the Future of Privacy-First AI Agents with NEAR, Dash & Starkware

Iron Claw & the Future of Privacy-First AI Agents with NEAR, Dash & Starkware

Open source AI agents are leaking credentials within days of launch.In today's NEAR Intents privacy panel, Illia Polosukhin, NEAR Co-founder, unveils Iron Claw, a security-first framework isolating cr...

11 Feb 40min

Populรฆrt innen Teknologi

lydartikler-fra-aftenposten
romkapsel
rss-avskiltet
teknisk-sett
rss-impressions-2
energi-og-klima
teknologi-og-mennesker
shifter
elektropodden
smart-forklart
nasjonal-sikkerhetsmyndighet-nsm
hans-petter-og-co
tomprat-med-gunnar-tjomlid
pedagogisk-intelligens
rss-ki-praten
fornybaren
rss-praktisk-proptech
rss-fish-ships
rss-alt-som-gar-pa-strom
rss-snakk-om-sikkerhet