# ![@therollupco Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1172866088222244866.png) @therollupco The Rollup

The Rollup posts on X about crypto, neo, finance, ai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1172866088222244866/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1172866088222244866/c:line/m:interactions.svg)

- [--] Week [-------] +43%
- [--] Month [---------] +44%
- [--] Months [---------] +112%
- [--] Year [----------] +8.90%

### Mentions: [--] [#](/creator/twitter::1172866088222244866/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1172866088222244866/c:line/m:posts_active.svg)

- [--] Week [---] -26%
- [--] Month [---] +72%
- [--] Months [-----] +141%
- [--] Year [-----] -34%

### Followers: [------] [#](/creator/twitter::1172866088222244866/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1172866088222244866/c:line/m:followers.svg)

- [--] Week [------] +0.12%
- [--] Month [------] +1.10%
- [--] Months [------] +9.50%
- [--] Year [------] +16%

### CreatorRank: [-------] [#](/creator/twitter::1172866088222244866/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1172866088222244866/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  44.7% [cryptocurrencies](/list/cryptocurrencies)  #5299 [stocks](/list/stocks)  12.88% [exchanges](/list/exchanges)  #4373 [financial services](/list/financial-services)  #877 [technology brands](/list/technology-brands)  4.55% [travel destinations](/list/travel-destinations)  4.55% [automotive brands](/list/automotive-brands)  3.03% [countries](/list/countries)  3.03% [currencies](/list/currencies)  2.27%

**Social topic influence**
[crypto](/topic/crypto) #2698, [neo](/topic/neo) #909, [finance](/topic/finance) #2498, [ai](/topic/ai) 9.09%, [ethereum](/topic/ethereum) #1144, [defi](/topic/defi) #244, [stablecoins](/topic/stablecoins) #362, [ceo](/topic/ceo) #2125, [onchain](/topic/onchain) #2347, [stocks](/topic/stocks) #2665

**Top accounts mentioned or mentioned by**
[@near_intents](/creator/undefined) [@santiagoroel](/creator/undefined) [@messaricrypto](/creator/undefined) [@inversioncap](/creator/undefined) [@0xcryptosam](/creator/undefined) [@nearprotocol](/creator/undefined) [@rjaligned](/creator/undefined) [@alignedlayer](/creator/undefined) [@samcallah](/creator/undefined) [@cchungccc](/creator/undefined) [@superstateinc](/creator/undefined) [@chainlinkgod](/creator/undefined) [@chainlink](/creator/undefined) [@securitize](/creator/undefined) [@oranjebtc](/creator/undefined) [@rockawayx](/creator/undefined) [@gilgameshods](/creator/undefined) [@aave](/creator/undefined) [@liquityprotocol](/creator/undefined) [@robbierollup](/creator/undefined)

**Top assets mentioned**
[Ethereum (ETH)](/topic/ethereum) [USDC (USDC)](/topic/usdc) [BlackRock Inc (BLK)](/topic/blackrock) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Bitcoin (BTC)](/topic/bitcoin) [Chainlink (LINK)](/topic/chainlink) [Coinbase Global Inc. (COIN)](/topic/coinbase) [StarkNet (STRK)](/topic/starknet) [Drift Protocol (DRIFT)](/topic/drift-protocol) [Zcash (ZEC)](/topic/zcash) [Layerzero (ZRO)](/topic/layerzero) [Solana (SOL)](/topic/solana) [Tether Gold (XAUT)](/topic/$xaut) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Kevin Simback on the [--] factors that will determine the winner in institutional blockchain adoption: "Whether you love it or hate it as a crypto native institutional adoption is here to stay. There's tens of thousands of financial institutions and the majority just won't build their own chain" Kevin believes it will come down to three things: - Credible neutrality: Regional banks won't use competitors' chains - Performance at scale: Institutions need real settlement speed - Built-in compliance: Legacy finance won't come onchain without it And uses these three factors to make the case for Keeta"  
[X Link](https://x.com/therollupco/status/2015917850947719176)  2026-01-26T22:40Z 54.7K followers, 32.1K engagements


"The lads discuss if Ben Cowen is right about ETH going straight to $5300. @andyyy says ETH will lead the market now. "Ben Cowen's content was so spot on technically and from a logical reasoning perspective but nobody wanted to hear it." @robbie_rollup pushed back: "Why ETH when we've had most of the Ethereum DAT buying behind us" Who's call ages better Andy's ETH to ATH or Rob's DAT buying skepticism My minimum ETH target here is $5300 My minimum ETH target here is $5300"  
[X Link](https://x.com/therollupco/status/1977798326377414758)  2025-10-13T18:07Z 54.7K followers, 244.9K engagements


"Drift Protocol cofounder on why the perps vs prediction markets debate misses the point entirely. "Prediction markets today are just another form of binary options in a different UI." "They are all just wrappers on the same behavior of speculation.""  
[X Link](https://x.com/therollupco/status/1996660825885757539)  2025-12-04T19:20Z 54.7K followers, [---] engagements


"Rob and Andy discuss the NeoFinance category with Vance and Michael. "It's probably time to shut DeFi down. DeFi doesn't hold that meaning anymore. Neo describes the convergence of financial technology financial institutions and decentralized technology.""  
[X Link](https://x.com/therollupco/status/2009772298396475504)  2026-01-09T23:40Z 54.6K followers, [----] engagements


"Avichal thinks intents could be crypto's Stripe moment"  
[X Link](https://x.com/therollupco/status/2014488222730990042)  2026-01-22T23:59Z 54.7K followers, 41.9K engagements


"Superstate Raises $82.5M Chainlink Acquires Atlas SUMR and SENT tokens are LIVE and Exodus tokenized stocks on Solana. On today's show we'll have: 2:45p ET @chrisbducky - @summerfinance_ 3:25p ET @HiltnerJim - @superstateinc 3:50p ET @druid_wtf - @GeniusTerminal 4:15p ET @jprichardson - @exodus 4:35p ET @ChainLinkGod - @chainlink 5:00p ET @sandeepnailwal - @SentientAGI See you there 🫡 Superstate Raises $82.5M Chainlink Acquires Atlas for SVR SUMR and SENT tokens are LIVE ft. ChainlinkGod Sandeep and more https://t.co/IB5AejgF0g Superstate Raises $82.5M Chainlink Acquires Atlas for SVR SUMR"  
[X Link](https://x.com/therollupco/status/2014785572594663435)  2026-01-23T19:41Z 54.6K followers, [----] engagements


"Chris explains Summer's dual reward system and how the SUMR token fixes DeFi tokenomics"  
[X Link](https://x.com/therollupco/status/2014810195172434344)  2026-01-23T21:19Z 54.7K followers, [----] engagements


""The connective tissue for IPOs" Jim Hiltner on why crypto companies going public need Superstate and not JP Morgan to tap billions in stablecoin demand"  
[X Link](https://x.com/therollupco/status/2014822347421733048)  2026-01-23T22:07Z 54.6K followers, [---] engagements


"Sandeep thinks powerful AI in a few hands is the wrong endgame. Sentient's building a token-incentivized open-source AI instead. Proof it works It became the most visited reasoning framework globally not just in crypto but across all AI"  
[X Link](https://x.com/therollupco/status/2014869770147975349)  2026-01-24T01:16Z 54.6K followers, 23.1K engagements


"Sandeep breaks down the Sentient economy using a simple analogy: Polygon = the rails (like Ethereum) Sentient = the app (like Uniswap or Aave) Polygon handles the plumbing settlement block space transaction processing. Sentient sits on top managing AI-specific logic like Arena competitions and data marketplace mechanics. https://twitter.com/i/web/status/2014884609666715725 https://twitter.com/i/web/status/2014884609666715725"  
[X Link](https://x.com/therollupco/status/2014884609666715725)  2026-01-24T02:15Z 54.7K followers, [----] engagements


"NEW EP: Why Tokenized Assets Are Crypto's Next Mega Trend with Chainlink's Zach Rynes $10M+ in MEV recaptured. Trillions in assets ready to move onchain. BlackRock Fidelity and the NYSE are making their move. In today's episode we sit down with @ChainLinkGod of @chainlink to cover: - The Atlas Acquisition: Scaling SVR Across Chains - How Chainlink Recaptures $10M+ in Liquidation MEV - Why Institutions Are Finally Ready to Tokenize - DeFi's Role in the Neo-Finance Era - The Infrastructure Play for Trillions Onchain Full episode links below. Timestamps: 00:00 Intro 02:40 Zach's Smart Con"  
[X Link](https://x.com/therollupco/status/2015847052467384402)  2026-01-26T17:59Z 54.6K followers, 21.7K engagements


"Moody on where DEXs fit in Neo Finance. "I feel more and more like I'm working on regular FinTech backend stuff than some separate category of crypto". DEXs become the backend for apps like Robinhood. Coinbase is already a front end for Aerodrome"  
[X Link](https://x.com/therollupco/status/2015936770769093034)  2026-01-26T23:55Z 54.6K followers, [---] engagements


"Jess Houlgrave on WalletConnect Pay's merchant pitch. Hide the crypto speak their language deliver fiat"  
[X Link](https://x.com/therollupco/status/2015947865168728226)  2026-01-27T00:40Z 54.7K followers, [---] engagements


"A big start to the week for neo finance. USDAI announces $CHIP $XAUT hits $4B+ mcap HIP-3 with $750M+ OI Securitize new VP MeshPay raises $75M at $1B valuation MOIC Digital New Report On today's show we'll have: 3:25p ET @thedesertlynx - @Dashpay 3:50p ET @0xKevinKap - @worldmarkets_io See you there 🫡 Zama's $118.5M ICO Tom Lee's $BMNR Owns 3.52% of ETH Supply XAUT $4B+ Dash and WCM Join https://t.co/ZITIZ1JTIq Zama's $118.5M ICO Tom Lee's $BMNR Owns 3.52% of ETH Supply XAUT $4B+ Dash and WCM Join https://t.co/ZITIZ1JTIq"  
[X Link](https://x.com/therollupco/status/2016239570082283675)  2026-01-27T19:59Z 54.6K followers, [----] engagements


""I bought Zcash at like $700." Rob just shared the trade that taught him not to chase"  
[X Link](https://x.com/therollupco/status/2016619793021870475)  2026-01-28T21:10Z 54.6K followers, [----] engagements


"Philipp Zentner on 2026's stablecoin payment boom. Use cases International remittances gig worker salaries efficient FX. LiFi's play Aggregate multi-chain stablecoins before the surge hits"  
[X Link](https://x.com/therollupco/status/2016625107209158783)  2026-01-28T21:31Z 54.6K followers, [---] engagements


"Kevin Lepsoe explains ETHGAS's airdrop philosophy"  
[X Link](https://x.com/therollupco/status/2016649624585404918)  2026-01-28T23:08Z 54.6K followers, 12.8K engagements


"Kevin Lepsoe thinks of "Ethereum as like the Euro" a supranational economy where people move assets. Blockspace futures make this real by letting validators sell future blockspace creating fixed-rate staking that lets pension funds and insurance companies operate predictably onchain. https://twitter.com/i/web/status/2016659701945991419 https://twitter.com/i/web/status/2016659701945991419"  
[X Link](https://x.com/therollupco/status/2016659701945991419)  2026-01-28T23:48Z 54.6K followers, 13.4K engagements


"Will Nuelle from Galaxy on what went well in [----] and their themes for 2026: "We went into Fund One thinking payments would be our key theme. Cross-border payments Bridge raising their Series A settlement across borders happening in one to two minutes. That stuff is real" But Will admits the real surprise came from an unexpected category: "The thing that surprised us in [----] was the emergence of cards. Not stablecoins as a payment instrument but as a dollar access mechanism in emerging markets and the connection to the card as a way to spend people's savings balances who are holding"  
[X Link](https://x.com/therollupco/status/2016666192967025141)  2026-01-29T00:14Z 54.6K followers, [---] engagements


"Is Ethereum actually becoming the Euro of crypto Here are [--] takes from yesterday's stream that CT needs to hear: [--]. "There was always another trade. That's why you don't have to chase guys. I bought Zcash at like $700." - @robbie_rollup [--]. "Interop is no longer a feature. It's the default. Being multichain is the default." - @PhilippZentner [--]. "I think of Ethereum as like the Euro. Like this other supranational economy people are moving their assets into." - @lepsoe [--]. "The workflows that you'd see in traditional asset-backed lending are actually getting brought onchain." - @willnuelle"  
[X Link](https://x.com/therollupco/status/2016892468701061283)  2026-01-29T15:13Z 54.6K followers, [----] engagements


"Gracy Chen admits her "Altcoins are dead" tweet was a bit extreme. But she stands by it. The Bitget CEO says the entire listing landscape has shifted and pure crypto stories don't work"  
[X Link](https://x.com/therollupco/status/2017016391170195775)  2026-01-29T23:25Z 54.6K followers, 30.6K engagements


"Andy reveals uranium is his biggest position in the entire market right now. Not crypto. Not equities. Uranium"  
[X Link](https://x.com/therollupco/status/2017047612155699237)  2026-01-30T01:30Z 54.6K followers, [----] engagements


"Vikram breaks down why SuperForm needed middleware on top of [----] vaults. "Cognitively still really hard for users to understand what all those protocols are""  
[X Link](https://x.com/therollupco/status/2017370319229472919)  2026-01-30T22:52Z 54.6K followers, [----] engagements


""Retail is all about high yield products. and they want insurance" Vikram explains why SuperForm's 150K retail users want fast DeFi liquidity without KYC while institutions accept slower redemptions"  
[X Link](https://x.com/therollupco/status/2017387594498068874)  2026-01-31T00:00Z 54.6K followers, [----] engagements


"SPECIAL: Gracy Chen on Why Altcoins Are Dead & What's Replacing Them Exchanges are delisting crypto-native tokens and racing to list tokenized stocks gold and commodities instead. In today's episode we sit down with @GracyBitget CEO of @bitget to cover: - Why October 10th Changed Everything - The Binance Liquidity Crisis Explained - Bitget's Shift From CEX to "Universal Exchange" - Hyperliquid vs. Compliant Exchanges - Tokenized Assets Pure Crypto Plays - What VCs Are Actually Funding Now - The New Token Listing Standards Full episode links below. Timestamps: 00:00 Intro 02:04 Binance [----] &"  
[X Link](https://x.com/therollupco/status/2017633230422192565)  2026-01-31T16:17Z 54.6K followers, [----] engagements


"ICYM we sat down with @ChainLinkGod to break down the Atlas acquisition how SVR recaptures $10M+ in liquidation MEV and why institutions are finally ready to tokenize. Watch here: https://www.youtube.com/watchv=qPlniXbnj7s https://www.youtube.com/watchv=qPlniXbnj7s"  
[X Link](https://x.com/therollupco/status/2017785943525113962)  2026-02-01T02:23Z 54.6K followers, 20.6K engagements


"Stablecoin policy is being decided right now. - White House hosts Stablecoin yield debate - Coinbase Blockchain Association & Banks at the table - Circle lays out [----] roadmap - Vitalik says EF's "Austerity Phase" has begun - Latest on Updates on Clarity ACT On today's show we'll have: 3:00p ET @haonan - @codex_pbc 3:50p ET @KristinSmith - @SolanaInstitute See you there 🫡 Stablecoin Yield Debate rages on at the White House Stables hit $33T in volume in [----] Circle's [----] USDC Roadmap and the latest Updates on Clarity ACT https://t.co/ca1KBxty2v Stablecoin Yield Debate rages on at the White"  
[X Link](https://x.com/therollupco/status/2018412600006942858)  2026-02-02T19:53Z 54.6K followers, [----] engagements


"Haonan Li explains what Neo Finance infrastructure actually unlocks for global FX. Traditional systems are hierarchical because of settlement risk. Crypto eliminates that. "If you designed the FX system from scratch today you wouldn't need something like a CLS.""  
[X Link](https://x.com/therollupco/status/2018453812206256253)  2026-02-02T22:37Z 54.7K followers, [----] engagements


"Haonan Li says the primary value proposition of fintech stablecoins is hype. Everyone sees Tether's margins and thinks "what if we could create another Tether" His take "The problem may be that you cannot create another Tether.""  
[X Link](https://x.com/therollupco/status/2018459816075592100)  2026-02-02T23:01Z 54.7K followers, [---] engagements


"Yesterday's best takes and theses on Neo Finance: Kristin Smith Crypto's collaborative culture makes policy work faster. Haonan Li Tether's success drives copycat attempts despite impossibility. Kristin Smith White House involvement signals legislative priority. Haonan Li Traditional FX is blocking stablecoin adoption. https://twitter.com/i/web/status/2018750547512226108 https://twitter.com/i/web/status/2018750547512226108"  
[X Link](https://x.com/therollupco/status/2018750547512226108)  2026-02-03T18:16Z 54.6K followers, [---] engagements


"Stablecoins did $10T in January more than Visa and Mastercard combined. MetaMask now offers 200+ tokenized stocks and Galaxy posts $482M loss. On today's show we'll have: 2:45p ET @bsturisky - @Starknet 3:00p ET @patkkim - @artemis 3:25p ET @nikil - @alchemy 3:50p ET @omeragoldberg - @chaoslabs & @JohnZettler - @krakenfx See you there 🫡 Stablecoins Hit $10T in Monthly Volume MetaMask Launches Tokenized Stocks and Galaxy Posts $482M Loss. https://t.co/B39W79AV4y Stablecoins Hit $10T in Monthly Volume MetaMask Launches Tokenized Stocks and Galaxy Posts $482M Loss. https://t.co/B39W79AV4y"  
[X Link](https://x.com/therollupco/status/2018768667597529237)  2026-02-03T19:28Z 54.7K followers, [----] engagements


"Benjamin Sturisky on the [--] phases to win Neo Finance and capture value back from institutions: "How do we go from not having a business to having one that can capture real flow give real value back to users and win a market getting extremely crowded by the day" Sturisky breaks it down into three phases: Phase 1: Onboard the assetsBring every tokenized version of stocks equities commodities on-chain. You can't convince someone to leave Charles Schwab if you only offer a small subsection of assets you need all of them with zero trade-offs. Phase 2: Onboard the usersOnce you have the assets"  
[X Link](https://x.com/therollupco/status/2018804187157643688)  2026-02-03T21:50Z 54.6K followers, [----] engagements


"Phantom ate up wallet market share over the past few years while Metamask is "slowly dying off probably because of the UX thing." Pat Kim on why Phantom's Cash stablecoin is growing while Metamask's dwindles"  
[X Link](https://x.com/therollupco/status/2018816769134412182)  2026-02-03T22:40Z 54.6K followers, [---] engagements


"Nikil explains why Neo Finance is about to swallow consumer apps and why "any app with an audience is turning into a Neo Bank.""  
[X Link](https://x.com/therollupco/status/2018823948251853157)  2026-02-03T23:08Z 54.6K followers, [----] engagements


"Haonan Li of Codex shares his take on the future of stablecoins"  
[X Link](https://x.com/therollupco/status/2018837981839131094)  2026-02-04T00:04Z 54.6K followers, [----] engagements


""Hybridizing the exchange bringing the best primitives of DeFi into the Kraken experience." John Zettler on why Kraken launched DeFi Earn now"  
[X Link](https://x.com/therollupco/status/2018843060340449391)  2026-02-04T00:24Z 54.6K followers, [---] engagements


"Nikil Viswanathan says the fact we're still talking about "stablecoins" and "AI agents" means the technology is really early. "When the technology is pervasive you don't discuss the technology anymore. No one will say agents or stablecoins in the future. It'll just be money and apps." https://twitter.com/i/web/status/2018878336550797470 https://twitter.com/i/web/status/2018878336550797470"  
[X Link](https://x.com/therollupco/status/2018878336550797470)  2026-02-04T02:44Z 54.6K followers, [----] engagements


"Bessent says Treasury can't "Bail out Bitcoin" Arthur Hayes Buys $1.9M HYPE and NEAR AI Cloud Live https://x.com/i/broadcasts/1kvKpMbnyeDGE https://x.com/i/broadcasts/1kvKpMbnyeDGE"  
[X Link](https://x.com/therollupco/status/2019130719600275936)  2026-02-04T19:27Z 54.7K followers, 17.2K engagements


"BTC & ETH crashing. Treasury refuses to "Bailout Bitcoin" Arthur Hayes back at it again buying more HYPE and Flare brings lending to XRP. On today's show we'll have: 2:25p ET @georgexzeng - @NEARProtocol 3:35p ET @Nick_van_Eck - @withAUSD See you there Bessent says Treasury can't "Bail out Bitcoin" Arthur Hayes Buys $1.9M HYPE and NEAR AI Cloud Live https://t.co/lkN4HkBa9I Bessent says Treasury can't "Bail out Bitcoin" Arthur Hayes Buys $1.9M HYPE and NEAR AI Cloud Live https://t.co/lkN4HkBa9I"  
[X Link](https://x.com/therollupco/status/2019131156223168880)  2026-02-04T19:29Z 54.6K followers, [----] engagements


"Rob gives advice on surviving the market downturn and shares what to focus on when the charts are bleeding red"  
[X Link](https://x.com/therollupco/status/2019155598265508269)  2026-02-04T21:06Z 54.6K followers, [----] engagements


"Nick Van Eck just got back from a team offsite for Agora & he's fired up about what they are building. He talks about the two-sided way that he views the stablecoin landscape here"  
[X Link](https://x.com/therollupco/status/2019178150685757889)  2026-02-04T22:36Z 54.6K followers, [----] engagements


"CPO of NEAR George Zeng shares how he uses AI agents: "I did my research for this podcast by texting my OpenClaw bot. It researched the podcast came up with an agenda and created a thoroughly researched document"  
[X Link](https://x.com/therollupco/status/2019183595915481403)  2026-02-04T22:57Z 54.6K followers, [----] engagements


"Nick van Eck explains why stablecoin infrastructure is the backbone of Neo Finance. "If you want to withdraw $50 million from USDC to fiat in Singapore at 3am you need 24/7 liquidity. That's really hard to do." Retail tokens don't solve this. Enterprise-grade banking relationships do. https://twitter.com/i/web/status/2019212210405535949 https://twitter.com/i/web/status/2019212210405535949"  
[X Link](https://x.com/therollupco/status/2019212210405535949)  2026-02-05T00:51Z 54.6K followers, [----] engagements


"Zhu Su thinks HYPE could do what SOL did last cycle. Vitalik sells $6.6M ETH. Relay $17M Series B. Aria raises $15M to tokenize music royalties. On today's show we'll have: 3:50p ET @morgankrupetsky - @AvaLabs 4:15p ET @mmorrissey0 & @_jasonmaier - @RelayProtocol See you there 🫡 Vitalik Keeps Selling. $6.6M ETH Zhu Su predictions for the next cycle Relay Raises $17M Figure crosses $22B in HELOCs volume and Aria raises $15M for IP Tokenization https://t.co/OfMitGzUQx Vitalik Keeps Selling. $6.6M ETH Zhu Su predictions for the next cycle Relay Raises $17M Figure crosses $22B in HELOCs volume"  
[X Link](https://x.com/therollupco/status/2019513035342086289)  2026-02-05T20:46Z 54.7K followers, [---] engagements


"Robbie breaks down Vitalik's moves during the downturn as his ETH pile drops 14%: "Usually the Ethereum Foundation dumps at the top. Vitalik today decided to dump at the bottom. Incredible.""  
[X Link](https://x.com/therollupco/status/2019533092499702132)  2026-02-05T22:06Z 54.6K followers, [---] engagements


"Will ETH SOL and Hype repeat last cycle's pattern Robbie reacts to Zhu Su's cycle theory about how different tokens will perform. He explains the catch-up trade pattern from last cycle and why the sharp downturn could lead to a sharp rebound but warns he has no conviction on where the bottom is. Now that reasoning by analogy is allowed for the incoming new cycle: eth - performs like btc last cycle sol - performs like eth last cycle hype - performs like sol last cycle lit - performs like sui last cycle Now that reasoning by analogy is allowed for the incoming new cycle: eth - performs like btc"  
[X Link](https://x.com/therollupco/status/2019557027035402367)  2026-02-05T23:41Z 54.6K followers, [---] engagements


""People say it's not interesting if it's not a revenue opportunity. But get middle and back office right and you increase revenue. Those two things are inextricably linked." Morgan from Ava Labs challenges the "new revenue only" mindset in crypto"  
[X Link](https://x.com/therollupco/status/2019594564466565287)  2026-02-06T02:10Z 54.6K followers, [---] engagements


""People say it's not interesting if it's not a revenue opportunity. But get middle and back office right and you increase revenue. Those two things are inextricably linked." Morgan from Ava Labs challenges the "new revenue only" mindset in crypto"  
[X Link](https://x.com/therollupco/status/2019594651078942823)  2026-02-06T02:11Z 54.6K followers, [---] engagements


"Jason Co-founder of Relay explains why they're focused on more than just bridging and hints at what's next. "Being onchain has to feel like what it's like to use a credit card at the grocery store or buy something online. That's always been our focus.""  
[X Link](https://x.com/therollupco/status/2019616731891728610)  2026-02-06T03:38Z 54.6K followers, [---] engagements


"Exchanges are delisting altcoins at an accelerating rate. What's replacing them Tokenized stocks commodities and RWAs. @bitget CEO @GracyBitget explains the pivot and what October 10th has to do with it. Watch now: https://www.youtube.com/watchv=XotlRojiliE https://www.youtube.com/watchv=XotlRojiliE"  
[X Link](https://x.com/therollupco/status/2020507470129500548)  2026-02-08T14:38Z 54.7K followers, [----] engagements


"Did you just see Anthropic's Super Bowl attack ad on OpenAI George Zeng broke it down on Rollup TV: "Even if OpenAI never influences actual LLM results with ads just injecting ads into responses makes people trust the LLM less." Ads are coming to AI. But not to Claude. Keep thinking. https://t.co/n2yECeBWyT Ads are coming to AI. But not to Claude. Keep thinking. https://t.co/n2yECeBWyT"  
[X Link](https://x.com/therollupco/status/2020698023693787584)  2026-02-09T03:15Z 54.7K followers, [----] engagements


""Can we get our shit together quickly enough to make the changes needed" StarkNet is post-quantum secure. Bitcoin Eli Ben-Sasson is concerned not about quantum progress itself but about whether Bitcoin and Ethereum can adapt fast enough"  
[X Link](https://x.com/therollupco/status/2021002123039698980)  2026-02-09T23:23Z 54.7K followers, [---] engagements


"FT @EliBenSasson @Starknet"  
[X Link](https://x.com/therollupco/status/2021002125711450370)  2026-02-09T23:23Z 54.7K followers, [---] engagements


"Rollup TV: Drift Protocol AI Supercycle Liquid Collective Flow Blockchain https://x.com/i/broadcasts/1vAxRQVDOZDJl https://x.com/i/broadcasts/1vAxRQVDOZDJl"  
[X Link](https://x.com/therollupco/status/1996621707201990798)  2025-12-04T16:44Z 54.7K followers, 41.7K engagements


"Will Nuelle explains Galaxy's thesis on bringing asset-backed lending onchain. "All of that can be done on a blockchain full stop""  
[X Link](https://x.com/therollupco/status/2016674099741728851)  2026-01-29T00:45Z 54.7K followers, [---] engagements


"Olivia Vande Woude of Ava Labs shares her perspective on tokenization"  
[X Link](https://x.com/therollupco/status/2017247588638998600)  2026-01-30T14:44Z 54.7K followers, [----] engagements


"What does it look like when 40M payment terminals accept stablecoins @Houlgrave explained how merchants get instant fiat settlement without touching Visa rails and why this changes everything for B2B payments. Stabled Up full episode here: https://www.youtube.com/watchv=hrGwyPkaA7Y https://www.youtube.com/watchv=hrGwyPkaA7Y"  
[X Link](https://x.com/therollupco/status/2017971525660377356)  2026-02-01T14:41Z 54.7K followers, [----] engagements


"@stablewatchHQ @Securitize @maplefinance @circle @centrifuge @OndoFinance @FTI_US @WisdomTreeFunds @WisdomTreeEU @OndoFoundation @SuperstateInc Bullish"  
[X Link](https://x.com/therollupco/status/2018608808646619487)  2026-02-03T08:53Z 54.7K followers, [---] engagements


"Nick van Eck maps the path to a $15 trillion stablecoin market. Current growth is crypto trading. Future growth "EM dollar demand for people in jurisdictions with limited financial infrastructure. Institutional assets onchain. FX. Cross-border payments. Credit via stables." Neo Finance categories that will dwarf trading. https://twitter.com/i/web/status/2019223119886495805 https://twitter.com/i/web/status/2019223119886495805"  
[X Link](https://x.com/therollupco/status/2019223119886495805)  2026-02-05T01:34Z 54.7K followers, [---] engagements


"Vitalik Keeps Selling. $6.6M ETH Zhu Su predictions for the next cycle Relay Raises $17M Figure crosses $22B in HELOCs volume and Aria raises $15M for IP Tokenization https://x.com/i/broadcasts/1MnxnPDvrRoGO https://x.com/i/broadcasts/1MnxnPDvrRoGO"  
[X Link](https://x.com/therollupco/status/2019512821856498172)  2026-02-05T20:45Z 54.7K followers, [----] engagements


"George Zeng of NEAR Protocol shares his perspective on combining AI and intents"  
[X Link](https://x.com/therollupco/status/2019567055729484112)  2026-02-06T00:21Z 54.7K followers, [---] engagements


"Morgan from Ava Labs on why mass adoption of tokenized assets hasn't happened yet: "A lot of asset managers are focused on selling to crypto natives but mass adoption really won't come until you start seeing integrations with traditional distribution channels.""  
[X Link](https://x.com/therollupco/status/2019586115833917585)  2026-02-06T01:37Z 54.7K followers, [---] engagements


"Relay is building for two visions of crypto's future. Co-founder Jason explains why they're building for both Neo Finance and crypto-native use cases: "There's a world where blockchains eat traditional finance and people live on blockchain rails without knowing it." "Then there's crypto as something that creates experiences that never existed before. We believe in both." https://twitter.com/i/web/status/2019698543477330350 https://twitter.com/i/web/status/2019698543477330350"  
[X Link](https://x.com/therollupco/status/2019698543477330350)  2026-02-06T09:03Z 54.7K followers, [----] engagements


"One of those clips that just keeps getting more relevant. Avichal on why intents could be crypto's Stripe moment"  
[X Link](https://x.com/therollupco/status/2020228571680370799)  2026-02-07T20:10Z 54.7K followers, [----] engagements


"Omer Goldberg reveals why Kraken's vault approach is "the polar opposite" of competitors"  
[X Link](https://x.com/therollupco/status/2020792725881143721)  2026-02-09T09:31Z 54.7K followers, [----] engagements


"Throwback to Haseeb explaining NEAR Intents and the exchange business model: "The story is always that you get to scale and you make it up on scale. Binance OKX Bybit very low fees but tremendous businesses extremely profitable." "What people want is the CEX experience: actually trading the underlying. That's why Near Intents has taken off." https://twitter.com/i/web/status/2020868140704432500 https://twitter.com/i/web/status/2020868140704432500"  
[X Link](https://x.com/therollupco/status/2020868140704432500)  2026-02-09T14:31Z 54.7K followers, [---] engagements


"Why is Sky outperforming almost every altcoin in the market $2 million a week in buybacks. $108 million cumulative. Rob says it's simple: "They're one of the few business-driven projects out there." Sky Protocol executed [---] million USDS in SKY buybacks last week acquiring [--] million SKY. Cumulative buybacks have surpassed [---] million USDS. https://t.co/A966NoOfy8 Sky Protocol executed [---] million USDS in SKY buybacks last week acquiring [--] million SKY. Cumulative buybacks have surpassed [---] million USDS. https://t.co/A966NoOfy8"  
[X Link](https://x.com/therollupco/status/2020975074552185242)  2026-02-09T21:36Z 54.7K followers, [----] engagements


"RUMOR MILL Is LayerZero building their own chain https://t.co/keCJVejtoG https://t.co/keCJVejtoG"  
[X Link](https://x.com/therollupco/status/2021251023117967518)  2026-02-10T15:52Z 54.7K followers, [----] engagements


"The lads discuss how No-KYC and Low-KYC cards are completing the Neo Finance payments loop. "We're moving into a world where you're free to spend crypto. Merchant to merchant peer to peer. Money is money." The old off-ramp friction is disappearing. https://t.co/Yec6rbxDrL https://t.co/Yec6rbxDrL"  
[X Link](https://x.com/therollupco/status/2021266933115425124)  2026-02-10T16:56Z 54.7K followers, [----] engagements


"Sam Callahan on the derivatives layer and Bitcoin's [--] million supply. IBIT volumes were massive. Cross-asset margin unwinding everywhere. "Gold was trading like shitcoins." The flush is healthy ownership shifts to longer time horizon investors"  
[X Link](https://x.com/therollupco/status/2021291275715055647)  2026-02-10T18:32Z 54.7K followers, [---] engagements


"Sam Callahan explains Orange BTC strategy to become the MicroStrategy of Latin America while building Bitcoin education infrastructure. For Brazilians who need Bitcoin most Orange BTC is the best compliant institutional exposure"  
[X Link](https://x.com/therollupco/status/2021301197466996885)  2026-02-10T19:12Z 54.7K followers, [---] engagements


"Institutional allocators are flooding into Neo Finance vaults but not for the reasons you think. Nassim Alexandre: "They're not chasing returns. They want predictable. Something they can control." Defined mandates whitelisted collateral multisig governance. "The scene cannot go 100X short or long. Ever." https://twitter.com/i/web/status/2021329077815157145 https://twitter.com/i/web/status/2021329077815157145"  
[X Link](https://x.com/therollupco/status/2021329077815157145)  2026-02-10T21:03Z 54.7K followers, [----] engagements


"Sam Ruskin says he's bearish on L1s until sophisticated capital enters crypto. Token holders today aren't different from four years ago we keep bidding the same tokens. The unlock: might be product-level might be regulation but sophisticated capital needs to change"  
[X Link](https://x.com/therollupco/status/2021348890788889084)  2026-02-10T22:21Z 54.7K followers, [----] engagements


"RT @rj_aligned: Tokenized iShares Robinhood launching an L2 Stripe doing USDC payments for AI agents. The lines between crypto and tradf"  
[X Link](https://x.com/therollupco/status/2021639757684527168)  2026-02-11T17:37Z 54.7K followers, [--] engagements


"FT @santiagoroel @inversion_cap"  
[X Link](https://x.com/therollupco/status/2021695956471652814)  2026-02-11T21:20Z 54.7K followers, [---] engagements


"FT @rj_aligned @alignedlayer"  
[X Link](https://x.com/therollupco/status/2021706387462537575)  2026-02-11T22:02Z 54.7K followers, [---] engagements


"Rob breaks down the $10T stablecoin volume milestone. Stablecoin transaction volume in January surpassed $10 trillion. USDC alone processed more than $8.4 trillion. https://t.co/qmHqp9NDWp Stablecoin transaction volume in January surpassed $10 trillion. USDC alone processed more than $8.4 trillion. https://t.co/qmHqp9NDWp"  
[X Link](https://x.com/therollupco/status/2018783933606047775)  2026-02-03T20:29Z 54.7K followers, [----] engagements


"Rumor mill saying L0 chain launch is imminent following Tether investment. Robinhood testnet launch as well. Saylor buying BTC "every quarter' so we're bringing on a BTC treasury co focused on LATAM. Then we're going to spend an hour talking about our most bullish thesis for [----] and beyond neo finance. On today's show we'll have: 10:40a ET Rumor Mill 11:00a ET @samcallah - @ORANJEBTC 11:25a ET @viktorfischer - @Rockaway_X 12:00p ET @0xCryptoSam - @MessariCrypto See you there. https://t.co/keCJVejtoG https://t.co/keCJVejtoG"  
[X Link](https://x.com/therollupco/status/2021248987420852317)  2026-02-10T15:44Z 54.7K followers, [----] engagements


"FT @samcallah @ORANJEBTC"  
[X Link](https://x.com/therollupco/status/2021291277740875787)  2026-02-10T18:32Z 54.7K followers, [---] engagements


"FT @samcallah @ORANJEBTC"  
[X Link](https://x.com/therollupco/status/2021301199840960893)  2026-02-10T19:12Z 54.7K followers, [---] engagements


"FT @GilgameshODs @Rockaway_X"  
[X Link](https://x.com/therollupco/status/2021317606334984403)  2026-02-10T20:17Z 54.7K followers, [---] engagements


"FT @0xCryptoSam @MessariCrypto"  
[X Link](https://x.com/therollupco/status/2021336103836582048)  2026-02-10T21:30Z 54.7K followers, [---] engagements


"Sam Ruskin uses the Aave-to-Morpho evolution to explain what's next for private credit"  
[X Link](https://x.com/therollupco/status/2021342901444411901)  2026-02-10T21:57Z 54.7K followers, 18.8K engagements


"FT @0xCryptoSam @MessariCrypto"  
[X Link](https://x.com/therollupco/status/2021342903763869960)  2026-02-10T21:57Z 54.7K followers, [---] engagements


"FT @0xCryptoSam @MessariCrypto"  
[X Link](https://x.com/therollupco/status/2021348892978356334)  2026-02-10T22:21Z 54.7K followers, [---] engagements


"RT @grovedotfinance: Grove allocates hands-on. Working directly with issuers and protocols to make institutional assets operate onchain"  
[X Link](https://x.com/therollupco/status/2021804513569677811)  2026-02-12T04:32Z 54.7K followers, [--] engagements


"Espresso's PoS network is live with some healthy specs according to their CEO Ben: - 2-second finality - 100+ nodes - Over a year in production - 20+ chains - $1B+ secured We hosted @jillgun & @BrittanyMadruga back in Argentina to discuss the details. https://t.co/mxNWI386mA https://t.co/mxNWI386mA"  
[X Link](https://x.com/therollupco/status/2022093781835952361)  2026-02-12T23:41Z 54.7K followers, [---] engagements


"RUMOR MILL LAYERZERO TO LAUNCH CHAIN NAMED 'ZERO' WITH MEGA PARTNER LIST. NASDAQ ICE CBOE JUMP CITADEL ARK SEQUOIA ALL NAMED ON POTENTIAL LIST. SOMETHING TIED TO THE CLARITY BILL IS LIKELY TO BE RELEASED AS WELL. Tether is investing into LayerZero Labs because they believe in our vision for the future. To see for yourself what that future is tune in at 4:30pm EST today. https://t.co/72q7IDaeJ2 Tether is investing into LayerZero Labs because they believe in our vision for the future. To see for yourself what that future is tune in at 4:30pm EST today. https://t.co/72q7IDaeJ2"  
[X Link](https://x.com/therollupco/status/2021263425427444196)  2026-02-10T16:42Z 54.7K followers, 23.1K engagements


"FT @0xCryptoSam @GilgameshODs @samcallah"  
[X Link](https://x.com/therollupco/status/2021410726829752599)  2026-02-11T02:27Z 54.7K followers, [---] engagements


""At what point do these LPs start calling Will they be forced to sell or dilute" The lads break down the DAT trade bloodbath: - $25 billion of negative value across DATs. - MicroStrategy below cost basis. - Bitmine and SharpLink down massively. - Tom Lee down $8 billion. According to Artemis data DATs are down $25B cumulatively with zero above their cost basis. https://t.co/es4WZicAgd https://t.co/ReIwtKDV7G According to Artemis data DATs are down $25B cumulatively with zero above their cost basis. https://t.co/es4WZicAgd https://t.co/ReIwtKDV7G"  
[X Link](https://x.com/therollupco/status/2021650711222862249)  2026-02-11T18:21Z 54.7K followers, [----] engagements


"The Great Valuation Disconnect with @santiagoroel Timestamps: 00:00 Intro 01:40 The Great Valuation Disconnect 04:29 Adoption vs Value Capture Problem 06:30 Equities Using Crypto Outperform Tokens 08:39 L1 Fee Share Collapse 11:40 Why Tokens Don't Compound Value 14:17 The Ethereum Fee Burn Misconception 17:51 infiniFi Hibachi Ads 18:23 How Tokens Should Be Designed 21:17 Security Markets & Tax Rates 23:56 Infrastructure Commoditization Thesis 24:45 YEET Trezor Ads 27:26 The Supply Dynamics Everyone Ignores 29:00 Stablecoin Growth Trajectory 32:56 Crypto vs Equity Decision Framework 34:39"  
[X Link](https://x.com/therollupco/status/2022294695792021715)  2026-02-13T13:00Z 54.7K followers, [----] engagements


"How do you let customers pay with stablecoins while merchants get instant fiat without touching Visa rails @WalletConnect CEO @Houlgrave walks through the Ingenico integration: https://www.youtube.com/watchv=hrGwyPkaA7Y https://www.youtube.com/watchv=hrGwyPkaA7Y"  
[X Link](https://x.com/therollupco/status/2020141292274028903)  2026-02-07T14:23Z 54.7K followers, [----] engagements


"MegaETH Mainnet Launch Tempo Poaching Continues Liquity CEO Talks Stablecoins Then Illia & Eli Join https://x.com/i/broadcasts/1vOxwdXRNpqKB https://x.com/i/broadcasts/1vOxwdXRNpqKB"  
[X Link](https://x.com/therollupco/status/2020907606865535464)  2026-02-09T17:08Z 54.7K followers, 22.2K engagements


"Andy and Rob discuss how EtherFi is proving you don't need millions of users to build a Neo Finance giant. - Crushing on revenue per user with a fraction of the accounts. - Higher than Wise and Revolut. - On par with Chime and SoFi. - Only [-----] funded accounts. "I think EtherFi is the American Express of Ethereum." EtherFis monetization stands out. - Revenue per user: $256 - Higher than Wise ($83) and Revolut ($60) - On par with Chime and SoFi. And its doing that with only 21K funded accounts. Small user base. Institution-level ARPU. A very different model. https://t.co/mf548sNHi6 EtherFis"  
[X Link](https://x.com/therollupco/status/2021282854626345155)  2026-02-10T17:59Z 54.7K followers, [----] engagements


"ft @GilgameshODs @Rockaway_X"  
[X Link](https://x.com/therollupco/status/2021331057312923797)  2026-02-10T21:10Z 54.7K followers, [---] engagements


"BlackRock Buys UNI Tokenized iShares Robinhood L2 Testnet Live Then Santiago Santos & RJ Call In https://x.com/i/broadcasts/1PlKQOMNddYJE https://x.com/i/broadcasts/1PlKQOMNddYJE"  
[X Link](https://x.com/therollupco/status/2021630068485914814)  2026-02-11T16:59Z 54.7K followers, 15.6K engagements


"Rumor mill on fire this week. BlackRock just bought UNI and launched BUIDL on Uniswap. Tokenized iShares in [--] days Robinhood L2 testnet goes live with Chainlink. Stripe is doing USDC payments for AI agents HIP-3 doing $5.2B in silver perps and 30+ banks building on Ethereum L2s. On today's show we'll have: 12:30p ET @santiagoroel - @inversion_cap 1:10p ET @rj_aligned - @alignedlayer See you there. BlackRock Buys UNI Tokenized iShares Robinhood L2 Testnet Live Then Santiago Santos & RJ Call In https://t.co/5xZH1H6BdY BlackRock Buys UNI Tokenized iShares Robinhood L2 Testnet Live Then Santiago"  
[X Link](https://x.com/therollupco/status/2021630406332678432)  2026-02-11T17:00Z 54.7K followers, [----] engagements


"FT @rj_aligned @alignedlayer"  
[X Link](https://x.com/therollupco/status/2021717990777995532)  2026-02-11T22:48Z 54.7K followers, [---] engagements


"Happy Friday. Big day today in neo finance. Aave Will Win Framework proposal Fed crypto margin paper dropped Tomasz out as EF Co-ED Sky projecting $600M revenue Talking through all of it with: 11:25a ET @karl_dot_tech - @OPLabsPBC 12:15p ET @BTC_Dave - @opentrade_io 12:40p ET @RuneKek - @SkyEcosystem 1:05p ET Giang Bui - @Securitize 1:30p ET @StaniKulechov - @Aave See you there. Tomasz Resigns CFTC Says "Golden Era Of Markets" Optimism Founder Joins OpenTrade & Rune Christensen Call In Then Securitize & Stani Kulechov https://t.co/mln1917GC8 Tomasz Resigns CFTC Says "Golden Era Of Markets""  
[X Link](https://x.com/therollupco/status/2022340406860530065)  2026-02-13T16:01Z 54.7K followers, [----] engagements


"Introducing: The Rollup [----] Awards. 10+ categories. 50+ nominees. [--] awards ceremony. See you December 30th 🥂"  
[X Link](https://x.com/therollupco/status/2003174553888129131)  2025-12-22T18:43Z 54.7K followers, 196.1K engagements


"The Neo Finance Market Map: An ecosystem map of the 100+ projects building the new financial system"  
[X Link](https://x.com/therollupco/status/2012176584023699583)  2026-01-16T14:54Z 54.7K followers, 619.9K engagements


""One token equals one registered share". Olivia Vande Woude on tokenization's breakthrough model. Direct issuer tokenization doesn't just digitize intermediaries it removes them entirely. Companies like Securitize are enabling this: Your token isn't a claim on something else it's the actual share on the cap table. https://twitter.com/i/web/status/2016996174889123998 https://twitter.com/i/web/status/2016996174889123998"  
[X Link](https://x.com/therollupco/status/2016996174889123998)  2026-01-29T22:05Z 54.7K followers, 13.7K engagements


"Stablecoin Yield Debate rages on at the White House Stables hit $33T in volume in [----] Circle's [----] USDC Roadmap and the latest Updates on Clarity ACT https://x.com/i/broadcasts/1yoJMPyQRpkGQ https://x.com/i/broadcasts/1yoJMPyQRpkGQ"  
[X Link](https://x.com/therollupco/status/2018410608627163275)  2026-02-02T19:46Z 54.7K followers, 10.1K engagements


"Stablecoins Hit $10T in Monthly Volume MetaMask Launches Tokenized Stocks and Galaxy Posts $482M Loss. https://x.com/i/broadcasts/1ZkKzZRlRzDKv https://x.com/i/broadcasts/1ZkKzZRlRzDKv"  
[X Link](https://x.com/therollupco/status/2018768209936265421)  2026-02-03T19:27Z 54.7K followers, [----] engagements


"George Zeng from NEAR breaks down why AI agents and Intents could change everything: "Imagine when you have agents able to use intents to make transactions and generate economic value in the real world. That's when you have something super special coming.""  
[X Link](https://x.com/therollupco/status/2019167521069257007)  2026-02-04T21:53Z 54.7K followers, [----] engagements


"Lei and Amir break down the three things you need to know about MegaETH Mainnet: "It's real money everything's real." "11.4 billion transactions stress tested over seven days on the same Mainnet going live today." "You can literally experience 10-millisecond latency.""  
[X Link](https://x.com/therollupco/status/2020915948199289316)  2026-02-09T17:41Z 54.7K followers, [----] engagements


"Amir lays out the MegaETH Mainnet app roster organized by what they unlock: Consumer Finance / Entertainment: @Showdown_TCG (live now) @Euphoria_fi (trading competition next week) @hitdotone (composable trading on World's infrastructure) @blitzo (gamified payments) Net New Assets: @brix_money (tokenizing the Turkish Lira carry trade) @userocket_app (redistribution markets) Institutional-Grade Products: @hellotradeapp (equity perpetuals founded by former BlackRock directors) "Net new assets is something we're focusing a lot on in 2026." https://twitter.com/i/web/status/2020927264268206307"  
[X Link](https://x.com/therollupco/status/2020927264268206307)  2026-02-09T18:26Z 54.7K followers, 15K engagements


"Liquity's CEO calls the middle of the stablecoin market the "trust me bro zone." Michael Svoboda: "You're adding a multisig a yield source making it a hedge fund. Risk on risk on risk." Two models will survive: fully regulated commodities and purely decentralized. Everything else clears out. https://twitter.com/i/web/status/2020941018137243777 https://twitter.com/i/web/status/2020941018137243777"  
[X Link](https://x.com/therollupco/status/2020941018137243777)  2026-02-09T19:21Z 54.7K followers, [----] engagements


"With so much PTSD around pegs who should actually hold a sovereign stablecoin Michael Svoboda breaks it down: Self-sovereign individuals DeFi yield seekers and treasuries wanting uncorrelated yield"  
[X Link](https://x.com/therollupco/status/2020954117146018200)  2026-02-09T20:13Z 54.7K followers, [----] engagements


"https://x.com/i/broadcasts/1yoJMPoMLwdGQ https://x.com/i/broadcasts/1yoJMPoMLwdGQ"  
[X Link](https://x.com/therollupco/status/2021248834660122860)  2026-02-10T15:44Z 54.7K followers, 26.8K engagements


"Nassim Alexandre on why RWA vaults are the hottest thing for institutional allocators in Neo Finance right now. The perception gap: "Vaults sound like you put money in a magic black box smart contracts exist you've got some PhD risk manager making sure you don't lose money a company making sure you're in the best strategies. You make way more than a money market with a little more risk and walk away like a genius. But it's not that easy." The due diligence transformation: "In crypto when you were doing due diligence it was 80% on the tech or economic side 20% on the people behind. No one was"  
[X Link](https://x.com/therollupco/status/2021317368933384317)  2026-02-10T20:16Z 54.7K followers, [----] engagements


"Sam Ruskin laid out his crypto neobank vs traditional bank framework. Traditional bank business model: - Custody customer deposits - Lend deposits to financial institutions/borrowers - Profit on net interest margin (NIM) - Centuries-old proven economics - Regulatory framework built around this Crypto neobank structural differences: - Don't custody deposits (users hold stables onchain) - Can't lend user funds - Can't profit on net interest margin - Value accrual fundamentally different - Economics still being discovered https://twitter.com/i/web/status/2021336101726687336"  
[X Link](https://x.com/therollupco/status/2021336101726687336)  2026-02-10T21:30Z 54.7K followers, [----] engagements


"Today's stream condensed into [--] sharp takes: Sam Ruskin: "Private credit is $1.5-3 trillion globally. In crypto it's $2 billion. We need a Morpho moment for private credit." Nassim Alexandre: "Institutions aren't chasing returns. They're chasing predictable. Something they can control." Sam Callahan: "Leverage amplifies price movements. But it doesn't change Bitcoin's monetary policy. There's still only [--] million.""  
[X Link](https://x.com/therollupco/status/2021410724669444424)  2026-02-11T02:27Z 54.7K followers, [----] engagements


"Today. 12:30pm ET. Santiago Santos joins us on Rollup TV. See you there"  
[X Link](https://x.com/therollupco/status/2021609634004398550)  2026-02-11T15:37Z 54.7K followers, [----] engagements


"The lads discuss what Hyperliquid's volume metrics show about onchain perps. Year-to-date trading volume: Coinbase: $1.4 trillion Hyperliquid: $2.6 trillion. That's 50% more volume on Hyperliquid than Coinbase in [----]. Permissionless perps just hit $5.2 billion daily volume in four months. Andy: "Hype under [--] is a gift." Hyperliquid Strategies posts $318 million net loss on $262 million unrealized HYPE losses https://t.co/fNCZemsI4T Hyperliquid Strategies posts $318 million net loss on $262 million unrealized HYPE losses https://t.co/fNCZemsI4T"  
[X Link](https://x.com/therollupco/status/2021643366371316005)  2026-02-11T17:51Z 54.7K followers, [----] engagements


"Rob crashes out on Andy for missing the DeFi composability thesis. Andy says tokenizing ETFs is pointless loop. Rob: "BIGGEST POINT" is composability with DeFi BlackRock buying Uniswap tokens TODAY proves institutions are positioning for borrowable collateral leverage loops and capital unlock. "I can't tell you if it happens in [--] days or [--] months" said Martin Small CFO of BlackRock. That's [--] months at the outside. If you're wondering what narratives will lead us out of the bear market this is one of them. Bullish L1s and quite bullish DeFi imo. https://t.co/Z40c22ZLGY "I can't tell you if"  
[X Link](https://x.com/therollupco/status/2021662501482442822)  2026-02-11T19:07Z 54.7K followers, [----] engagements


""We've heard 'BlackRock's buying our bags' so many times. Never actually happens. This time it's happening." Andy on BlackRock buying UNI. JUST IN: BLACKROCK IS BUYING $UNI ON THE MARKET AFTER 'MOVING INTO DEFI' WITH ITS BUIDL PRODUCT https://t.co/8G48zVNJMk JUST IN: BLACKROCK IS BUYING $UNI ON THE MARKET AFTER 'MOVING INTO DEFI' WITH ITS BUIDL PRODUCT https://t.co/8G48zVNJMk"  
[X Link](https://x.com/therollupco/status/2021669566913687643)  2026-02-11T19:36Z 54.7K followers, [----] engagements


"Santi on the crypto valuation disconnect: "A basket of companies that use crypto in public markets outperforms any basket of tokens." Visa Stripe Klarna they'll cut costs 20-40% using crypto infrastructure. "L1s represent 90% of valuations but capture less than their share of revenue. Fees are flowing upstream to DeFi." "The trade is go long applications short infrastructure. At some point that breaks." https://twitter.com/i/web/status/2021679333442510916 https://twitter.com/i/web/status/2021679333442510916"  
[X Link](https://x.com/therollupco/status/2021679333442510916)  2026-02-11T20:14Z 54.7K followers, [----] engagements


"FT @santiagoroel @inversion_cap"  
[X Link](https://x.com/therollupco/status/2021679335372206181)  2026-02-11T20:14Z 54.7K followers, [---] engagements


"Santiago drops a hard truth on validator rewards and says Hyperliquid is as close as you'll ever get to an equity token"  
[X Link](https://x.com/therollupco/status/2021690145452282130)  2026-02-11T20:57Z 54.7K followers, [---] engagements


"FT @santiagoroel @inversion_cap"  
[X Link](https://x.com/therollupco/status/2021690147360661787)  2026-02-11T20:57Z 54.7K followers, [---] engagements


"Santiago on why the AI crypto convergence is about to cause a 'violent shakeup' in crypto's next 10X growth"  
[X Link](https://x.com/therollupco/status/2021695953959321626)  2026-02-11T21:20Z 54.7K followers, [----] engagements


"RJ says Vitalik's latest post aligns perfectly with what they've been building. Their bet Don't compete on running one rollup. Build the best stack for launching them lower the cost of entry and onboard institutions directly to Ethereum. "We already have institutions doing that." https://twitter.com/i/web/status/2021706384795217981 https://twitter.com/i/web/status/2021706384795217981"  
[X Link](https://x.com/therollupco/status/2021706384795217981)  2026-02-11T22:02Z 54.7K followers, [---] engagements


"RJ on why Ethereum's long-term roadmap bet matters despite short-term token concerns. "We are super excited about the roadmap of Ethereum. Fede from Lambda literally has engineers working on the Beam Chain. There's already ETH Lambda working on DevNet testing and verifying this new version of Ethereum. It's a very important step for what we believe Ethereum should do to be superscalable competitive in L1 and DeFi but also always thinking ahead of what the market is doing." He acknowledges the tension: "I saw you guys interviewing Santi and he was talking about there's an issue with tokens and"  
[X Link](https://x.com/therollupco/status/2021717988747940211)  2026-02-11T22:48Z 54.7K followers, [---] engagements


"Santiago Roel Santos of Inversion shares his perspective on blockspace value"  
[X Link](https://x.com/therollupco/status/2021985657061618089)  2026-02-12T16:32Z 54.7K followers, [----] engagements


"FT @santiagoroel @inversion_cap"  
[X Link](https://x.com/therollupco/status/2021985660203151885)  2026-02-12T16:32Z 54.7K followers, [---] engagements


"The best [--] takes from yesterday's show: - Santi on why tokens that behave like equity outperform. - RJ on rollups becoming a commodity. - The lads on the DAT unwind"  
[X Link](https://x.com/therollupco/status/2021986753066987744)  2026-02-12T16:36Z 54.7K followers, [---] engagements


"While most protocols chase narratives Aave is quietly becoming the most profitable DeFi protocol in the world. Back at Devconnect Stani told us Aave V4 was just hitting testnet. Now the Aave Will Win Framework maps out its full revenue potential and outlines V4s new monetization features. Today we are proposing the Aave Will Win Framework a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a token-centric model. https://t.co/8PyBY1kxSi Today we are proposing the Aave Will Win Framework a new alignment framework that directs 100% of product revenue to"  
[X Link](https://x.com/therollupco/status/2022049855867117978)  2026-02-12T20:47Z 54.7K followers, [----] engagements


"Espresso's PoS network just a week from going live with some healthy specs according to their CEO Ben: - 2-second finality - 100+ nodes - Over a year in production - 20+ chains - $1B+ secured We hosted @jillgun & @BrittanyMadruga back in Argentina to discuss the details. https://t.co/mxNWI386mA https://t.co/mxNWI386mA"  
[X Link](https://x.com/therollupco/status/2022096161461694694)  2026-02-12T23:51Z 54.7K followers, [----] engagements


"Last year at The Rollup [----] Awards Haseeb made the case for 150K Bitcoin this year. Today it's under 70K and sentiment is in the gutter. With [--] months left and macro tailwinds building will he be right"  
[X Link](https://x.com/therollupco/status/2022153101126615505)  2026-02-13T03:37Z 54.7K followers, [----] engagements


"Today we have a stacked lineup on Rollup TV. - Stani Kulechov - Giang Bui - Karl Floersch - Rune Christensen - David Sutter See you there. Tomasz Resigns CFTC Says "Golden Era Of Markets" Optimism Founder Joins OpenTrade & Rune Christensen Call In Then Securitize & Stani Kulechov https://t.co/mln1917GC8 Tomasz Resigns CFTC Says "Golden Era Of Markets" Optimism Founder Joins OpenTrade & Rune Christensen Call In Then Securitize & Stani Kulechov https://t.co/mln1917GC8"  
[X Link](https://x.com/therollupco/status/2022344146951004507)  2026-02-13T16:16Z 54.7K followers, [---] engagements


"@StaniKulechov @aave @karl_dot_tech @Optimism @BTC_Dave @opentrade_io @RuneKek @SkyEcosystem @Securitize"  
[X Link](https://x.com/therollupco/status/2022344227020259782)  2026-02-13T16:16Z 54.7K followers, [---] engagements

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