DeFi Dad: The Ethereum Bull Thesis In 2026 (What's New)
DeFi Dad breaks down why lighter's ETH escape hatch makes it the most underrated security feature versus HyperLiquid, why RWA tokenization will eventually eclipse all native crypto tokens by market ca...
8 Jun 38min
Haseeb Qureshi: The Meteoric Rise of Perps (And The Next Massive Move)
Dragonfly's Haseeb Qureshi breaks down why Bitcoin is not an honest macro asset, why domestic perps will disappoint compared to offshore, and why BNB has been outearning Hyperliquid for years yet nobo...
7 Jun 31min
Mert Mumtaz & Illia Polosukhin: What Happened to Zcash (Full Explanation)
Illia and Mert break down why the Zcash situation is a known ZK circuit trade-off and not the infinite mint catastrophe the market priced in, why Project Tachyon's formal verification is the most bull...
6 Jun 38min
SVRN CEO: NEAR is Hitting On Revenue, Privacy, And AI At Once
Sal Ternullo joins this episode of AI Supercycle and breaks down why NEAR is a very unique asset in digital assets right now, how intents are building toward a real-economy TAM that dwarfs crypto-to-c...
5 Jun 21min
Why PURR The Most Asymmetric Bet In The World (Entire Thesis) - Capital Flows & Jaymes Rosenthal
Capital Flows and Jaymes Rosenthal join The Rollup to discuss how the PUR gamma squeeze is already happening.Capital Flows and Jaymes Rosenthal are macro traders and HyperLiquid analysts.The Rollup is...
2 Jun 46min
Joseph Chalom: The Ethereum Bull Thesis in 2026 (Why Now)
Joseph Chalom explains why ETH is not dead.Joseph Chalom is CEO of SharpLink, the second largest corporate ETH holder.The Rollup is where the leaders of digital assets and finance converge. Live from ...
30 Mai 36min
Why Institutions Are Buying HYPE (And What Comes Next) - Bitwise Head of Research
Ryan Rasmussen joins us to explain how HYPE is the most obvious buy.Ryan Rasmussen is Head of Research at Bitwise, a digital assets manager.The Rollup is where the leaders of digital assets and financ...
29 Mai 34min
Stephen Sikes on Why Public's Agentic Brokerage Changes Everything
Stephen Sikes joins us on this episode of AI Supercyle and explains how the agentic brokerage is live.Stephen Sikes is COO at Public, an investing platform for serious investors.The Rollup is where th...
28 Mai 36min
