The Rollup Podcast Transcripts
Where digital assets and finance converge. Hosted by Andy and Robbie. · 738 episodes with transcripts
Where digital assets and finance converge. Live from the financial capital of the world. Website: https://therollup.co/
Spoken has transcripts of 738 The Rollup episodes, with the speakers named. The newest listed here is from October 21, 2026.
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Latest The Rollup transcripts
Sandy Kaul: The First Institutional Bull Run Has Begun (Strong Hands Now)
October 21, 2026
Andy (0:00)
If you never heard from Sandy Kaul, then you're going to have a laugh, a smile, and we're going to have some damn fun today. I'll tell you that much.
Tokenization is simply accelerated. I cannot say the direct quote or the brokerage of the firm, but maybe somebody affiliated with Sandy said that they're trying to do a yard on chain of tokenized money market settling almost, I think, a day by the end of 2027 So we're moving. We're talking about yards now, Sandy…
Sandy Kaul (0:34)
It's so fun to be here. One of my favorite interviews always.
Andy (0:37)
Yes. Amazing. We'll catch this up, I guess. I'm the new one here.
- Sandy Kaul: The First Institutional Bull Run Has Begun (Strong Hands Now)
- Alex Cutler: Spot Exchanges Are The Biggest Opportunity In Crypto (Trillions Incoming)
- Sam Kazemian: The Neobank App Store Era Is Here
- Avalon Ingram: Banks Are Done Experimenting With Tokenization
- Dan Romero: How Stablecoin Growth Is Setting The Stage For An Explosive Bull Market (Bull Case)
- Krista Lynch: Wall Street Is Going All In On Digital Assets (Insider Take)
- Illia Polosukhin: NEAR Is Ready For The Quantum Era (Full Thesis)
- Keone Hon: Wall Street And Degens Are Both Coming To Monad (Here Is Why)
- Seth Ginns & Anthony Pecore: Why Liquid Assets Win The Tokenization Super Cycle (Full Breakdown)
- Dinari: Confirming Asset-Settled Perps On U.S. Equities (The Full Story)
- Matt Hougan & Sal Ternullo: NEAR Is One Of The Best Positioned Assets In Crypto
- Tom Zschach: The Swift Ledger Is Live And Banks Are Already Using It (Faster Than Anyone Expected)
- Vlad Tenev: Trillions Of Assets Are Coming On Robinhood Chain (Tokenize The World)
- Joseph Chalom: Ethereum Is The Toll Road To Everything (Larry Fink's Words)
- Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis)
- Nathan McCauley: Tokenized Deposits Are The Real Trojan Horse For Banks (Insider Take)
- Dragonfly's Haseeb Qureshi: The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned)
- Se Yong Park: Why The Trillion Dollar Opportunity Is Social (Ground Floor)
- Carlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis)
- Ethena CEO: The Market Just Got 60x Bigger (Everything Changes)
- Kevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis)
- Circle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early)
- Will Peck: How WisdomTree Went From $30M To Over $1 Billion Onchain (Full Breakdown)
- CMS Holdings: The Next Bull Market Is Upon Us (How To Position For Success)
- Sam Kazemian & Raagulan Pathy: Why Neo Banks Are Quietly Selling Themselves (Full Interview)
- John Gillen: Ethereum Will Fly From Here And Most Investors Aren't Ready (Here's Why)
- Felix Jauvin: Why The Fiat Debasement Trade Is Set To Explode Soon (Full Portfolio Construction)
- Dan Held: SpaceX Will Hit $100 Trillion Market Cap In 20 Years (The Detailed Thesis)
- Eleanor Terrett: Why CLARITY Is Likely To Happen This Year (Detailed Explanation)
- Vladimir Novakovski: Why Robinhood Chain And Lighter Both Bet On Ethereum (Composability Thesis)
- Sam Kazemian: The New Frax Bull Thesis For 2026 (Full Breakdown)
- Jito Chief Legal Officer: Inside The 600-Page Clarity Act (Full Breakdown)
- Morpho CEO: Vaults Are The Next 100x In Asset Management (Institutional Appeal)
- Cysic Founder: Why The Compute Market Is Getting Ready to Explode (Biggest In The World)
- Johann Kerbrat: Inside Robinhood's Crypto Strategy (Full Explanation)
- WisdomTree Digital Assets BD: Tokenization Is The Biggest Shift In Finance Happening Today (Full Thesis)
- Plume GC: CLARITY Act Deadline Is Fast Approaching (Full Update)
- Andre Cronje: The Biggest DeFi Boom Is Yet To Come (Entire Thesis)
- Alex Shevchenko: NEAR & ZEC Are Set To Explode (Huge Catalysts Coming)
- Hyperdash Co-founder: Hyperliquid Bull Thesis for 2026 (Updated View)
- Joseph Chalom: Ethereum Is Going On Offense (Full Thesis)
- Coinbase Head Of AI: Agentic Finance Is The Biggest Opportunity In Fintech (Full Explanation)
- Curve Founder: The Next Massive Expansion Is Coming (New Thesis)
- Chronicle CEO: RWAs Will Lead The Next Bull Market (Biggest Wave Ever)
- Gracy Chen: Tokenized Equity Is The Next Biggest Trend In Digital Assets (What's Next)
- AntSeed Founder: The AI Inference Boom That Is Set To Explode (Here's Why)
- Vladimir Novakovski: The Rise of Perps In Mainstream Finance (Robinhood Partnership Explained)
- VirtualBacon: The Next Bull Market Is Here (Full Thesis)
- MoneyGram CEO: Tokenization & Stablecoins Are Set To Explode (Why We're Betting Big On It)
- Portal VC Founder: How To Invest In A Post-AI World (Huge Changes)
- Fomo Co-Founder: The FOMO Bull Thesis For Trading Crypto (Be Early)
- Trace CEO: We Built A $10B Volume Stablecoin Company (How We Did It)
- Hester Peirce: The Positive Future of Digital Asset Regulation (Huge Catalysts Coming)
- Sam Boboev: The AI x Fintech Bull Case (My Full Thesis)
- Alex Cutler: The Aerodrome Bull Thesis for 2026 (Expansion Plans)
- Inside NEAR: 10+ Years Building Toward the Agent Economy with Illia Polosukhin
- Vladimir Novakovski: Lighter Bull Thesis For 2026 (What’s Changed)
- David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)
- Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)
- Frax Founder: The Future Of Stablecoins & Onchain Businesses (Why Now)
- DeFi Dad: The Ethereum Bull Thesis In 2026 (What's New)
- Haseeb Qureshi: The Meteoric Rise of Perps (And The Next Massive Move)
- Mert Mumtaz & Illia Polosukhin: What Happened to Zcash (Full Explanation)
- SVRN CEO: NEAR is Hitting On Revenue, Privacy, And AI At Once
- Why PURR The Most Asymmetric Bet In The World (Entire Thesis) - Capital Flows & Jaymes Rosenthal
- Is Agent Finance The Next Trillion-Dollar Wave? | Sam Green
- Bhaji Illuminati on How Centrifuge Became Coinbase's Tokenization Partner
- Is the Next Bitcoin Rally Being Funded by the AI Trade? | Michael Van Poppe
- The $2.2B Bet on Digital Assets' Institutional Future with Guy Wuollet
- Is Robinhood About to Become the World's Financial Super App? with Johann Kerbart
- Shashank Yadav on Why AI Agents Will Replace Hedge Funds
- How Visa Is Dominating The Digital Asset Card Market | Joshua Moss
- Adrian Fritz: Trillions Are Coming — Here's Where They Land
- Cathie Wood: The Next Bull Market Is Here (…What It Will Look Like)
- Alfonso Gómez-Jordana on Why Every AI Agent Will Need a Wallet
- Mike Dudas: The State of Digital Asset Investing in 2026 (What’s Changed)
- Sky Co-founder: The Next Era of Onchain Finance Is Coming
- Rob Hadick: Where Does DeFi Go From Here? (…And Why)
- Shuyao Kong on Why MegaETH Is the Only Option for Onchain Finance
- Charles Hoskinson: I Solved Privacy (How I Did It…)
- How Digital Assets Incentives Are Solving the Robotics Data Problem
- Why Saylor Is Wrong About the Quantum Threat | Alex Pruden
- Vladimir Novakovski on Why Lighter Is Built for the Future of Finance
- Max Gokhman on Why the 60/40 Portfolio Is Dead
- Brian Wong: I Solved the AI Investment Playbook
- Logan Jastremski: Will Hyperliquid Flip Solana?
- The Past, Present, And Massive Future of Stablecoins (...Trillions Coming) - Stably CEO
- Aerodrome Co-Founder: 90% of Top 100 Tokens Are Uninvestable (Here's Why)
- James Seyffart on Why 150 Digital Asset ETFs Are Coming
- Is Privacy the Last Unsolved Problem in Digital Assets? | Rand Hindi
- How Institutions Are Being Forced to Tokenize with Theo Golden
- Stani Kulechov on Why Aave V4 Is The Most Resilient DeFi In The World
- Hyperliquid Strategies CEO: Hyperliquid Is Extremely Undervalued (...And What Comes Next)
- Jeff Park on Why the 60/40 Portfolio Is Already Over
- Is the Stablecoin Yield Ban Good? with Frax founder Sam Kazemian
- The Biggest Digital Assets Opportunity Nobody Is Talking About
- How the Oil Shock Is Flipping the Macro Playbook | Felix Jauvin
- Eric Saraniecki on Why Institutional Blockchains Will Eat Global Finance
- The Great Digital Asset Regime Shift (...And What Comes Next)
- Stani Kulechov: Why Aave Will Have Trillions in TVL by 2030
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