A l e x @ The Rollup

Operations @therollupco

[The Rollup @therollupco]

Why We're Having Fun Onchain Again (Full Interview) with @fomo co-founder @seyong

Timestamps
00:00 Intro
01:57 Eight Figure Unrealized PnLs On fomo
04:00 fomo Launches On Arc Chain
06:13 Meme Coins To Stocks On fomo Profiles
08:14 Social Graph Meets Finance Is The Vision
10:33 fomo Goes Where The Volume Goes
12:44 Facebook To Instagram To Speculation Graph
14:55 First Ever Objective Feedback Loop In Social Media
16:00 LeBron James And The Public Trader Problem
17:19 AI Agents Go Viral On fomo Too

[A l e x @ The Rollup @OddMaxxing]

@MediaGiraffes Always have 🫡

[Bruno Faviero @Bfaviero]

Ok the rye bread in SoHo is actually really good

[The Rollup @therollupco]

Co-Founder and CEO of @Securitize shares his thesis on why tokenization doesn't scale to trillions until people outside crypto start buying.

@CarlosDomingo: "What I'm most excited about is seeing the demand outside of the crypto community: the broad, traditional people investing in financial products starting to use tokenized products."

"That's the step change the industry needs: moving from billions of dollars to trillions. That's not going to happen only with crypto people consuming tokenized assets."

[The Rollup @therollupco]

Tranched Founder Clément Larrue shares his take on why institutional money will never sit behind a permissionless exit:

"The multisig can be used during a lockup period to sweep funds to another protected, ring-fenced address that is itself likely to be custodied by a licensed custodian."

"It will never be the case that a large institution puts hundreds of millions into a protocol where the exit is fully permissionless."

[A l e x @ The Rollup @OddMaxxing]

@notthreadguy @HunterBiden @andyyy Pls explain ser

[The Rollup @therollupco]

The Entire Financial System Is Coming Onchain (We’re Still Early) with @circle founder & CEO @jerallaire

Timestamps:
00:00 Intro
02:10 Arc As A New Primitive
04:31 Jeremy’s Vision
06:44 15 Years Of Progress
08:54 Circle Is The Internet Platform For Finance
11:01 Arc Is Agentic Finance
13:04 DTCC On Arc
15:01 $100 Trillion In USDC Transfer Volume

[Cake @cakemeta]

John Nahas thinks the first-generation crypto business plan is over and general-purpose chains will die off

"I think that first generation business plan of crypto is over. General purpose chains will exist. Some will exist."

"I do think there will be kind of a slow die off of the rest."

"Solana is doing a great job there. And Robinhood is now a consumer chain and I think competing with Solana."

[The Rollup @therollupco]

Guy Young, Founder and CEO of @Ethena, shares why trust is the whole business model and how $30 billion proved it.

"If you really think about the business models of DeFi applications outside of trading infrastructure, that's really what it comes down to."

"We've had about $30 billion flow through USDe on mints and redeems and NEVER lost a single basis point of someone else's money."

"Three years ago people said this is the next Luna, it's going to blow up. That's not the perception right now."

[The Wolf Of All Streets @scottmelker]

WATCH: KEVIN O'LEARY SAYS INVESTORS WERE WRONG ABOUT ETHEREUM $ETH BEING THE STANDARD

[Etan @EtanBoss]

Everyone says AI agents are coming but nobody says what that actually means, so I asked the fine folks at arc mainnet launch.

The future isn't just humans moving money onchain.

It's AI agents paying, trading, settling, and transacting with each other, no person in the loop.

If that happens, those agents need money that moves fast, settles reliably, and can be programmed, and that's what Arc is building for.

Today's stablecoins were built for humans. The future is looking bright for those 12 Y.O rn.

@arc @circle @therollupco

[Kevin O'Leary aka Mr. Wonderful @kevinolearytv]

@avax

[A l e x @ The Rollup @OddMaxxing]

What an honor to have Kevin O'Leary on The Rollup.

Avalanche Summit is unreal

[A l e x @ The Rollup @OddMaxxing]

@theregoeskevin @andyyy @kevinolearytv unreal

[A l e x @ The Rollup @OddMaxxing]

WE'RE LIVE! Avalanche Summit: Day 2

Today we have a stacked lineup... Plus a special guest appearance from @kevinolearytv

Tune in NOW!

[The Rollup @therollupco]

🚨LIVE: SEC TOKENIZATION EXEMPTION! Avalanche Summit Day 2: SEC's Innovation Exemption Is HERE! KEVIN O'LEARY LIVE. Bullish Rate Hike & SEC News Sends Markets Green! https://t.co/2CVgWYtWps

[A l e x @ The Rollup @OddMaxxing]

AVALANCHE SUMMIT DAY 2

[Andy @andyyy]

THE KEVIN O'LEARY INTERVIEW.

TODAY. 10:35 AM ET. LIVE ON X & YT.

@kevinolearytv

[Robbie Klages @robbieklages]

Everyone's arguing stablecoins are a national economic priority because of the T-bill bid.

Founder of @ethena Guy Young (@gdog97_), agrees on the math and thinks it's aimed at the wrong problem.

"Stablecoin issuers are not buyers of the long end. It's only short dated stuff."

"The piece that's most out of control right now is really the long end of the curve, rather than the short end"

[Etan @EtanBoss]

Arc mainnet event felt more like a Silicon Valley product unveil than a crypto event.

Bullish.

I scoped the venue and asked founders and investors what their biggest takeaway was.

Here’s what they had to say 👇

@arc @circle @therollupco

[The Rollup @therollupco]

Jeremy Allaire thinks Arc is becoming an alternative financial ecosystem.

He describes USDC as the foundation alongside the biggest digital dollar and tokenized money market fund.

DTCC, the biggest asset manager, 12+ currencies, day one.

"If there's an asset to be tokenized, it should be on Arc."