The Rollup (@therollupco) / X

The Rollup

42.1K posts

The Rollup

@therollupco

Where digital assets and finance converge. Live from the financial capital of the world. Hosted by @andyyy & @robbieklages

therollup.co

Joined September 2019

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The Rollup
@therollupco
Jul 11
Ethereum Is Going On Offense (Full Thesis) with @Sharplink CEO @joechalom Timestamps 00:00 Intro 02:28 The Messaging Was The Problem 04:07 Ethereum Has The License To Win 06:18 The Real Tokenization Land Grab 09:58 The Institutional Supercycle Is Here 13:17 Best Risk-Reward
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The Rollup
@therollupco
1h
"I think the most important one is decentralization is dead. We're no longer striving towards decentralization." Andre on the biggest shift he's built around. He explains tokens are now seen "first as the investment vehicle and second as a utility."
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The Rollup
@therollupco
Jul 18
The Biggest DeFi Boom Is Yet To Come (Entire Thesis) with @flyingtulip_ founder @AndreCronjeTech 00:00 Intro 05:58 Security Versus UX Tradeoffs 11:05 Decentralization Is Dead 17:28 Curated Vaults Hide Real Risk 21:00 Flying Tulip's Core Thesis 23:05 Rebuilding DeFi
The Rollup
@therollupco
1h
FT @AndreCronjeTech @flyingtulip_
The Rollup
@therollupco
2h
"A traditional allocator looks at a governance token with hundreds of millions of unlocks and goes: if this were an equity, this would be illegal." Alex Cutler on why governance tokens have been a hard sell to institutions.
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The Rollup
@therollupco
2h
FT @wagmiAlexander @AerodromeFi
The Rollup
@therollupco
3h
"Immutability used to be a feature. Nowadays I think it's a bug." @AndreCronjeTech on why DeFi's founding ideal has flipped: "Tokens got too valuable, users see them as investments needing someone to drive value, and everyone runs their own infra off-chain now." "The
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57:14
The Rollup
@therollupco
Jul 18
The Biggest DeFi Boom Is Yet To Come (Entire Thesis) with @flyingtulip_ founder @AndreCronjeTech 00:00 Intro 05:58 Security Versus UX Tradeoffs 11:05 Decentralization Is Dead 17:28 Curated Vaults Hide Real Risk 21:00 Flying Tulip's Core Thesis 23:05 Rebuilding DeFi
The Rollup
@therollupco
5h
Matt Henderson (@dafacto) of @NEARProtocol shares where Near.com is headed next, moving past chain abstraction toward product abstraction, where you just tell your agent what you want done.
The Rollup
@therollupco
6h
Someone threw a live-chat jab at Andre Cronje "retail is done with you." He didn't flinch: "The only thing that matters is: does it offer better risk-adjusted yield… is it cheaper? Capital doesn't care." Then the mic-drop: "The little circle jerk of CT narrative is very
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The Rollup
@therollupco
Jul 18
The Biggest DeFi Boom Is Yet To Come (Entire Thesis) with @flyingtulip_ founder @AndreCronjeTech 00:00 Intro 05:58 Security Versus UX Tradeoffs 11:05 Decentralization Is Dead 17:28 Curated Vaults Hide Real Risk 21:00 Flying Tulip's Core Thesis 23:05 Rebuilding DeFi
The Rollup
@therollupco
6h
FT @AndreCronjeTech @flyingtulip_
The Rollup
@therollupco
8h
Vladimir Novakovski discusses the three-part moat behind Lighter: - Tech - Regulation - The right partners "You need good dance partners."
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The Rollup
@therollupco
18h
Hanson Birringer reveals why he chose Grayscale to structure the Hyperliquid vehicle: "An institutional investor wants to buy HYPE. They don't have a Coinbase account. They can't access Hyperliquid in the US. Maybe they're onboarded to an OTC desk, but getting that through all
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The Rollup
@therollupco
18h
FT @HansonBirringer @hypurrdash @Grayscale
The Rollup
@therollupco
21h
Joseph Chalom reveals what the largest banks and sovereign wealth funds are quietly preparing to tokenize: "We're not talking about tokenizing one issuer at a time. There are announcements being prepared with some of the largest banks, asset managers, and sovereign wealth funds,
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The Rollup
@therollupco
21h
FT @joechalom @Sharplink
The Rollup
@therollupco
23h
Replying to @therollupco
FT @HesterPeirce @SECGov
The Rollup
@therollupco
23h
SEC Commissioner Hester Peirce on why passing the CLARITY Act would trigger a major coordination job inside the SEC: "The innovation exemption is one thing I'd like to see get done. Another is the ability to use tokens in fundraising and raising capital." "And the nuts and
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The Rollup
@therollupco
Jul 18
The best moments from yesterday's show in under 28 minutes Timestamps 00:00 Intro 01:43 Rob Reacts To The Market 06:13 Holly Atkinson Interview 08:36 Robot Kickboxing 14:34 Daily Equity Tweet 19:37 Andre Cronje Interview 26:00 Rob Closing Out
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The Rollup reposted
Re
@re
Jul 17
Munich Re, Swiss Re, and Hannover Re generate billions in free cash flow every quarter, and have for decades. @karnsaroya explains why this predictability is the missing piece in DeFi on @therollupco:
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The Rollup
@therollupco
Jul 18
Luke Mulks (@lukemulks), VP Business Operations at @brave, explains why privacy's real accelerant isn't user awareness, it's business risk, and why consumer adoption always follows once companies feel the liability.