HeyJaredThe Rollup
Where the leaders of digital assets and finance converge. Live from the financial capital of the world.Website: https://therollup.co/
- Indexed episodes, last 90 days
- 44
- Latest publication
- Sep 9, 2026
- Audience
- Apple #195 · US
- Earliest in this view
- Jul 3, 2026
Latest episodes
Dan Held: SpaceX Will Hit $100 Trillion Market Cap In 20 Years (The Detailed Thesis) (opens the original)
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Dan Held joins us to unpack what it means to become a generational investor in today's world. For reference, he bought Bitcoin in 2012 and recently sold a lot to pour it into SpaceX, and says the thesis has barely started. The longtime Bitcoin investor lays out why Starship's collapsing launch costs could unlock a total addressable market bigger than global GDP, why he thinks this cycle just bottomed at $81,000 on the back of the Fed's bond-buying, and why Zcash's run looks more like a crowded t
Arthur Hayes: Ethereum Will Outperform The Entire Market (It’s My Biggest Position) (opens the original)
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Arthur Hayes joins us for a session to understand the underlying economic forces leading to a massive digital assets bull market in the coming months and years. The money printer is about to flip back on and Arthur Hayes says the Euro/Yen exchange rate is the tell everyone's missing. He gets into why Japan's forced unwinding of its massive carry trade, combined with France's brewing bond market crisis, all but guarantees a faster pace of dollar liquidity creation. He also makes the case that AI'
Jake Chervinsky: Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained) (opens the original)
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Jake Chervinsky joins us in the Tokenization Tower to explain the path for Hyperliquid to enter the US markets. Trump said "Hyperliquid" on national television and Jake Chervinsky was there to watch it happen live. He explains why perpetual futures are already coming to the US through the CFTC, why Hyperliquid is infrastructure rather than a competitor to exchanges like Coinbase and CME, and why the silver and oil market breakouts proved this technology is bigger than crypto. He also unpacks the
SEC Crypto Chief Counsel: Robinhood Stock Tokens Are Just The Beginning (Our Pro-Innovation Mindset) (opens the original)
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Taylor Lindman calls in during a pivotal moment of Robinhood Chain stock token mania to debrief us on how the SEC is approaching tokenization. He explains how Reg Crypto could be the biggest shakeup to token fundraising since the JOBS Act and Taylor Lindman just laid out exactly how it works. She breaks down why tokenized "stock tokens" from Robinhood and others are legally structured more like debt instruments than equity, and unpacks the SEC's new proposal for progressive decentralization: a r
Ryan Watkins: Hyperliquid Will Dominate Global Finance (It’s Coming To USA) (opens the original)
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Ryan Watkins joins the show for an updated view on the digital assets bull market Are traders are about to become bigger celebrities than athletes? Well, maybe or maybe not. He breaks down why Hyperliquid's real endgame was always taking share from Binance and Coinbase, not just onchain rivals, and makes the case that barbell portfolio of store-of-value assets and revenue-generating businesses is only getting started. He also unpacks why social trading platforms like fomo could become the perman
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Audience
Apple #195 · US
Measured Sep 19, 2026
Apple Podcasts chart position, not a count of listeners or downloads.
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