How Austin Barack Separates Signal From Noise in DeFi
The Rollup6 Aug 2025

How Austin Barack Separates Signal From Noise in DeFi

It looks like the gap between DeFi hype and sustainable revenue is finally starting to close.


In today's episode, we sit down with Austin Barack, founder of Relayer Capital, to explore how smart money separates signal from noise in DeFi.


Austin has backed some of the current most exciting protocols like GTE and Vedae. We cover how to identify genuine product-market fit versus token momentum, why stablecoin regulation could catalyze DeFi and what the shift toward revenue-focused investing means for the space.


This conversation cuts through the noise to focus on fundamentals and the infrastructure quietly reshaping crypto's future.


Let's get into it.


The Rollup

------

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd9vbF3hJA2n7qoL5?si=7230787bb90947ef

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/+8ARkR_YZixE5YjBh

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


𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 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.

Avsnitt(584)

The Interwoven Appchain Thesis with Initia

The Interwoven Appchain Thesis with Initia

If you've been here on the channel for sometime, you know we have been large proponents of the application specific designs. We have been vocal about the customizability benefits of appchains, amidst ...

9 Sep 202431min

The Ethereum Roadmap w Justin Drake

The Ethereum Roadmap w Justin Drake

The future of Ethereum is in our hands. Undeniably, the community has a major decisions to make which will shape the endgame of Ethereum. Today’s piece dives into the important discussion on synchrono...

7 Sep 20241h 14min

Why No One Wants To Be A Shared Sequencer Anymore

Why No One Wants To Be A Shared Sequencer Anymore

A few weeks back, Andy put out a tweet saying "no one wants to be branded as a shared sequencer anymore" and it triggered quite a few people. The "loss of revenue" is the biggest, ongoing misconcepti...

6 Sep 202441min

Is AggLayer The Solution To The Modular Fragmentation Problem?

Is AggLayer The Solution To The Modular Fragmentation Problem?

In today’s piece, we’re taking a close look at one of the latest innovations in the modular ecosystem: AggLayer, the new interoperability layer stemming from the Polygon team. As Ethereum scaling solu...

5 Sep 202438min

What Are The Ideological & Product Implications of A Chain Abstracted Future?

What Are The Ideological & Product Implications of A Chain Abstracted Future?

Joins us for a discussion about the Ideological & product implications of a chain abstracted future with: Asad Ahmed from Okto Dave from Particle Network Arjun from Jumper Exchange Griffin Dunaif fr...

4 Sep 202442min

How MegaETH enables real-time apps on Ethereum

How MegaETH enables real-time apps on Ethereum

One of the core ideas that we shared in this podcast and throughout the NYC sessions was creating more optimizations for Ethereum L2s which currently don't exist today. It feels like we've settled in ...

4 Sep 202434min

Are Based Rollups The Solution To Ethereum's Long-Term Value Capture?

Are Based Rollups The Solution To Ethereum's Long-Term Value Capture?

Based rollups are a really interesting design because they offer MEV to the L1 (which acts as the sequencer) rather than accruing the value to the rollup operator. This has been the biggest argument f...

3 Sep 20241h 14min

How To Build A Cult-Like Community in Crypto with XION

How To Build A Cult-Like Community in Crypto with XION

This was one of the wildest interviews we've ever done. From the attire of our guest, to the level of entertainment, technical detail, and insights on community building -- this is one of those conver...

3 Sep 202430min

Populärt inom Teknik

uppgang-och-fall
natets-morka-sida
elbilsveckan
market-makers
rss-elektrikerpodden
bilar-med-sladd
skogsforum-podcast
rss-it-sakerhetspodden
rss-laddstationen-med-elbilen-i-sverige
rss-technokratin
developers-mer-an-bara-kod
bli-saker-podden
bosse-bildoktorn-och-hasse-p
rss-fabriken-2
rss-militarsnack
rss-veckans-ai
rss-snacka-om-ai
cyber-chats-chill
rss-upplyst-entreprenordirektor
rss-relevance-digital-marknadsforing-med-fokus-pa-e-handel