The Rollup

@therollupco

Where digital assets and finance converge. Live from the financial capital of the world. Hosted by @andyyy & @robbieklages

therollup.co

Joined September 2019

Replies Reposts Media

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The Rollup
@therollupco
16h
Happy Monday from the Tokenization Tower! Andy's back at the desk in NYC and we have a massive monhtly close for digital assets today. Tokenized stocks had a genuinely wild weekend though, specifically on Robinhood Chain & Uniswap with the meme/stock pairs. We'll discuss this
The Rollup
@therollupco
17h
🚨LIVE: Robinhood Chain Is BOOMING! ETH Ready To Pop. Bullish Monthly Close Today?! Bessent Fires Back At Druckenmiller & Arrives with Warsh At G20. AGM & Paxos Join x.com/i/broadcasts/1…
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The Rollup
@therollupco
1h
Antonio helped build the Facebook pixel, and now he's at Base explaining why the blockchain replaces it. No cookies, no PII, no GDPR. The chain itself is the attribution layer, and builder codes quietly tie the user back to the app that sent them. "The blockchain kind of is
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The Rollup
@therollupco
13h
Why Tokenized Equities Are Real Shares, Not IOUs (Full Interview) with @base's Director Of Growth @antoniogm 00:00 Intro 02:32 Coinbase Deep Liquidity Wins Early 04:32 Meme Coins Buying Corporate Governance 06:44 Coinbase Went Bust You Still Own Shares 08:42 Tokenized Equities
The Rollup
@therollupco
5h
"$300 billion is a very small amount of dollars." Everyone quotes the stablecoin market cap like it's enormous. Guillaume Kendall of @Paxos calls $300 billion tiny next to how many dollars move worldwide. That gap is the runway.
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The Rollup
@therollupco
7h
The Daily Equity by @DinariGlobal Andy unpacks why tokenized stocks are in their wild-west phase: "We're seeing 24/7 spot stock trading on Hyperliquid, Aerodrome, Uniswap. And because the underlying market is closed on weekends, thin liquidity is causing wild price swings."
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Kyle McCollom
@kyle
Aug 31
Confirmed that a MSTR market maker woke up and minted MSTR to re-peg it, causing SAYLORMOON/MSTR to drop alongside. The market maker made about $50k in profit. No market maker has acted on AMC yet and its price is still 7x higher onchain than off. Once an AMC market maker does
The Rollup
@therollupco
7h
Free for retail, paid for the pros, structurally cheaper than the centralized exchanges. @andyyy lays out why he's been long @Lighter_xyz for a while, and why he thinks this team just keeps shipping. "They're building multiple revenue streams around their free trading."
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flip
@trevor_flipper
Aug 28
Article
Lighter: Revenue Model Expansion
Lighter began as a zero fee venue for retail traders and will continue to offer free trading. It’s a competitive edge for us in onboarding new users, and the low fee structure of the exchange allows...