Justin Mamodo

Content @therollupco

[The Rollup @therollupco]

Hunter Biden (@HunterBiden) argues he was radically honest about his addiction, more than almost anyone in politics.

He frames it plainly: addiction is never an excuse, but at least it's an explanation.

An explanation, he says, for the places he ended up and the money he lost in those years.

[Justin Mamodo @MarvelousMamodo]

@therollupco @avax 🔺

[The Rollup @therollupco]

BIG WEEK.

The Rollup will be LIVE from Avalanche Summit in NYC, September 16th and 17th.

Two days of institutional finance moving onto the onchain frontier.

See you on the show.

[Andy @andyyy]

LIVE: THE HUNTER BIDEN INTERVIEW. https://t.co/aC5UvSv8kE

[A l e x @ The Rollup @OddMaxxing]

Surprise.

We’re chatting with @HunterBiden tonight at 6:00PM ET.

LIVE on X and YouTube.

[The Rollup @therollupco]

🚨LIVE: CLARITY Act Passing Could Trigger A MASSIVE RALLY! Big Week! AI DOOM Reaches New Levels?! Fed Hike Odds Hit 85%?! 1inch CLO & Plume Join https://t.co/ZtjDXRHI9Q

[The Rollup @therollupco]

"Anything that exists in an ETF today will eventually have an onchain version."

Will Peck on the $10 billion acceleration of onchain treasuries and how tokenized money market funds have become the primary instrument for onchain capital efficiency.

[The Rollup @therollupco]

The Convergence is Coming.

September 15th. Mark your calendars.

@TokenRelations @WisdomTreePrime

[Avalanche🔺 @avax]

The Rollup is an official media partner for Avalanche Summit.

@therollupco will be live from NYC next week, capturing the conversations, reactions, and takeaways coming out of Summit.

Two days of Summit, live on The Rollup.

[Justin Mamodo @MarvelousMamodo]

@EtanBoss @a1lon9 Mans got topped off top of the morning

[Andy @andyyy]

SEND EVERYTHING HIGHER.

[Andy @andyyy]

JACKSON HOLE IS OVER.

OUR BULL THESIS IS UNCHANGED. LOCK OUT RALLY TO CONTINUE.

[The Rollup @therollupco]

Andy is Zcash pilled and not hiding it.

He thinks zcash:native is second only to Bitcoin as a store of value.

"It's like buying Bitcoin in 2016, but actually private."

[The Rollup @therollupco]

"Pump to 10 cents, Hyperliquid over $250, Lighter over $20, Zcash to $5,000, and Bitcoin over $150,000."

"I have zero reason to be bearish."

The price-target rundown, straight from @andyyy at Jackson Hole.

He says the cycle ahead will be the largest we have seen thanks to institutional money.

[The Rollup @therollupco]

Digital assets are 30–50x smaller than equities. And US perps are still locked.

@trevor_flipper of @lighter_xyz on why they built for a regulated-US world and the TAM that makes this a 100x-more-competitive decade.

'Perps will be 100x more competitive over the next 5–10 years and the US isn't even unlocked yet.'"

[The Rollup @therollupco]

Austin Barack says Venice base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf is the best crossover consumer story in crypto:

@AskVenice grew revenue 7x this year with a path to $300M by 2027, and @AustinBarack notes almost none of its users know they're touching crypto.

That's what mass adoption actually looks like.

[The Rollup @therollupco]

The "Buy the rumor, sell the fact" on the BTC ETF was dead wrong. It was the START of the 2024 rally.

Zach Pandl on why the same bear case on the Zcash ETF is wrong:

"I think this is the beginning of something, not the end of something, for Zcash and the Grayscale Zcash ETF."

[The Rollup @therollupco]

"Our real competition isn't other DEXs. It's the Nasdaq and the New York Stock Exchange."

The banks that mocked crypto are now rushing to catch up.

"You can't out-compete code that returns 100% of the value to users."

Alex Cutler on how you beat the most entrenched incumbents in history.

[The Rollup @therollupco]

Pedro Miranda on solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump as a new form of creator IP, and why the incumbents should be worried:

"ANSEM is extremely interesting because he's also building, sustainably, an ecosystem where projects can actually tap into his IP."

"Whereas the Mr. Beast ecosystem doesn't have that incentive today; it's almost litigious in some respects to build off a creator's IP."

"There's an incentive alignment to grow the IP and the creator branding."

"Platforms are going to have to evolve in terms of the value they give back to their creators."

"They're going to give the incumbents a run for their money."

[The Rollup @therollupco]

"X is the ultimate developer of financial intent in the world."

@Pedromiranda on why @Solana was the first blockchain with complete cashtag coverage on X and where the trends actually get made.

"I'm very excited about how X and other platforms are going to capture that financial intention, whether through trading or call-outs."

"It's going to look very similar to what FOMO is doing."