Who Will Win The $100 Trillion Stablecoin Race? With Sam Kazemian
The Rollup20 Sep 2025

Who Will Win The $100 Trillion Stablecoin Race? With Sam Kazemian

For the first episode of Stabled Up, we are joined by Sam Kazemian, CEO of Frax, to discuss:

- The Two Types of Stablecoins That Will Persist

- Stable vs. Arc. vs. Tempo vs. Plasma

- Why Tether's USAT Changes The Playing Field

- How Lower Interest Rates Will Crush Most Issuers

- Inside The Hyperliquid USDH Battle

- Frax's Dual-Token Strategy (frxUSD + sfrxUSD)

- How Stablecoins Could Help Solve America's Debt Crisis

Let’s dive in.

The Rollup


Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd9vbF3hJA2n7qoL5?si=f5ab82aaf7e2428d

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(624)

Alfonso Gómez-Jordana on Why Every AI Agent Will Need a Wallet

Alfonso Gómez-Jordana on Why Every AI Agent Will Need a Wallet

Alfonso Gómez-Jordana joins AI Supercycle to break down scope cards, verifiable intents, and why Mastercard and Amex are now partnering with crypto-native infrastructure to power agent payments.Alfons...

25 Apr 27min

Mike Dudas: The State of Digital Asset Investing in 2026 (What’s Changed)

Mike Dudas: The State of Digital Asset Investing in 2026 (What’s Changed)

Mike Dudas joins us in the Tokenization Tower to unpack the state of crypto VC, where flows are going, the stablecoin war, why pumpfun and Hyperliquid are misunderstood, how to think about Circle vs. ...

23 Apr 45min

Sky Co-founder: The Next Era of Onchain Finance Is Coming

Sky Co-founder: The Next Era of Onchain Finance Is Coming

For this weeks Stabled Up episode, Sky co-founder Rune Christensen breaks down recent DeFi exploits, Sky's risk model, the future of yieldcoins, onchain lending, and why the next era of DeFi scale wil...

21 Apr 44min

Rob Hadick: Where Does DeFi Go From Here? (…And Why)

Rob Hadick: Where Does DeFi Go From Here? (…And Why)

Rob Hadick joins us in the Tokenization Tower to cover the $292M exploit this weekend unpacking how it happened, what this means for the future of low-risk DeFi, why DeFi founders are still treating f...

20 Apr 45min

Shuyao Kong on Why MegaETH Is the Only Option for Onchain Finance

Shuyao Kong on Why MegaETH Is the Only Option for Onchain Finance

Shuyao joins The Rollup to break down the KPI token model, novel asset strategy, and why MegaETH is building a fashion brand, not a blockchain.Shuyao Kong is the co-founder of MegaETH, the highest thr...

18 Apr 36min

Charles Hoskinson: I Solved Privacy (How I Did It…)

Charles Hoskinson: I Solved Privacy (How I Did It…)

Charles Hoskinson joins The Rollup to cover the Midnight launch, privacy onchain, ZEC & NEAR, how 34% of Bitcoin supply is vulnerable to quantum attack right now, how BIP 361 may be the only way to st...

16 Apr 42min

How Digital Assets Incentives Are Solving the Robotics Data Problem

How Digital Assets Incentives Are Solving the Robotics Data Problem

Jansen Teng thinks crypto is the missing piece to scale robots globally.Jansen Teng is founder of Virtuals Protocol, the leading agentic commerce platform with $500M in agent-to-agent transactions and...

15 Apr 31min

Why Saylor Is Wrong About the Quantum Threat | Alex Pruden

Why Saylor Is Wrong About the Quantum Threat | Alex Pruden

Alex Pruden joins The Rollup to break down the quantum threat to every major blockchain, why Saylor's "just hard fork it" answer is not enough, and why Ethereum may actually be better positioned than ...

14 Apr 41min

Populärt inom Teknik

uppgang-och-fall
elbilsveckan
bilar-med-sladd
market-makers
rss-uppgang-och-fall
rss-elektrikerpodden
rss-veckans-ai
skogsforum-podcast
gubbar-som-tjotar-om-bilar
developers-mer-an-bara-kod
rss-laddstationen-med-elbilen-i-sverige
rss-powerboat-sverige-podcast
hej-bruksbil
rss-technokratin
rss-en-ai-till-kaffet
har-vi-akt-till-mars-an
bli-saker-podden
natets-morka-sida
rss-snacka-om-ai
rss-digitala-influencer-podden