Podcast Episodes

Inside NEAR: 10+ Years Building Toward the Agent Economy with Illia Polosukhin

From pioneering the Transformer architecture now used in every AI stack to building the rails for the agent economy, NEAR Co-Founder Illia Polosukhin…

2 weeks, 3 days ago

Vladimir Novakovski: Lighter Bull Thesis For 2026 (What’s Changed)

Vladimir Novakovski sits down with Andy & Robbie to break down the Lighter bull thesis from The Tokenization Tower in NYC. We discuss Lighter's escap…

2 weeks, 5 days ago

David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)

David Schamis breaks down why PERE now holds over 10% of HYPE's circulating supply, why the Coinbase and Circle deal added $200M in annual buybacks t…

3 weeks ago

Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)

Jake Brukman breaks down why a swarm of decentralized agents beat Google's quantum circuit research in a week, why decentralized training on consumer…

3 weeks, 1 day ago

Frax Founder: The Future Of Stablecoins & Onchain Businesses (Why Now)

Sam Kazemian breaks down why the Genius Act's 120-day default acceptance is the most bullish structural change for compliant stablecoins, why you can…

3 weeks, 2 days ago

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 event…

3 weeks, 3 days ago

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…

3 weeks, 5 days ago

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 Pro…

3 weeks, 6 days ago

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 buildin…

4 weeks ago

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 m…

1 month ago