The Rollup
Last time @gregosuri, founder of @akashnet, was on The Rollup, he described 10 AI agents running in his house. Local LLMs, heartbeat monitors, cameras, coffee machine that starts before he wakes up. Rob asked for the update. Greg: "If there's a way to replicate me, I think… https://twitter.com/therollupco/status/2042788978286563816/video/1
中文: 上一次@gregosuri(@akashnet)的创始人在The Rollup上时，他描述了10名人工智能特工在他家中跑步。 本地的LLM、心跳监测仪、摄像头、咖啡机，在他醒来前就开始了。 罗布要求更新。 格雷格:“如果有办法让我复制，我想......
2026-04-11 02:17:00
The Rollup
"I'm worried about consensus. That's like the worst thing in any investment group is if everyone sort of like, nodding their head." Franklin Templeton Investment Solutions CIO explains why he built an AI Analyst that calls out BS in Investment Meetings: “I specifically built… https://twitter.com/therollupco/status/2042754967539175492/video/1
中文: 我担心达成共识。这就像任何投资集团最糟糕的事情，就是每个人都喜欢点头。 富兰克林邓普顿投资解决方案首席信息官解释了他为何在投资会议上建立了一位人工智能分析师，以明确说明其中的学士学位: 我专门建的......
2026-04-11 00:01:51
The Rollup
Is @FTDA_US Going All-In Onchain? with Max Gokhman Timestamps: 00:00 Intro 02:14 Rise of 24/7 Trading 05:30 NYSE's Blockbuster Moment 08:45 Alpha in Onchain vs. Off-Chain 12:20 Arb Opportunities Decaying Fast 15:10 Franklin x Ondo Partnership 18:40 Who Buys Tokenized ETFs? 22:15… https://twitter.com/therollupco/status/2042730785397182507/video/1
中文: @FTDA_US 会全链式吗?与马克斯·戈赫曼合作 时间戳: 00:00 介绍 02:14 24/7交易量上升 05:30 纽约证券交易所破产事件 08:45 Alpha 对阵 Onchain非连锁 12:20 快速破发的“分球机会” 15:10 富兰克林 x 翁多合伙 18:40 谁购买代币化的ETF? 22:15...
2026-04-10 22:25:45
The Rollup
Logan Jastremski says co-located sequencers replicate TradFi's latency problem. The future is distributed nodes where alpha is regional, not proximity-based. @vnovakovski, CEO of @lighter_xyz, doesn't disagree with the vision. He disagrees with the timing. Traders aren't… https://twitter.com/therollupco/status/2042710277960143048/video/1
中文: 洛根·贾斯特伦斯基表示，同地相位的测序仪会重现TradFi的延迟问题。 未来是分布节点，其中 Alpha 是区域性节点，而不是基于接近节点。 @lighter_xyz 的首席执行官 @vnovokovski 并不反对这一愿景。他不同意时机。 交易员们不是......
2026-04-10 21:04:16
The Rollup
Logan Jasztremski says co-located sequencers replicate TradFi's latency problem. The future is distributed nodes where alpha is regional, not proximity-based. @vnovakovski, CEO of @lighter_xyz, doesn't disagree with the vision. He disagrees with the timing. Traders aren't… https://twitter.com/therollupco/status/2042709205354693112/video/1
中文: 洛根·贾斯特列夫斯基表示，同地测序仪会复制TradFi的延迟问题。 未来是分布节点，其中 Alpha 是区域性节点，而不是基于接近节点。 @lighter_xyz 的首席执行官 @vnovokovski 并不反对这一愿景。他不同意时机。 交易员们不是......
2026-04-10 21:00:00
The Rollup
The DeFi-meets-TradFi KYC problem has been treated as binary: either you KYC everything and lose DeFi's permissionless nature, or you KYC nothing and never get institutional flow. @vnovakovski, CEO of @lighter_xyz, described the third option that his architecture enables. The… https://twitter.com/therollupco/status/2042701654227558633/video/1
中文: DeFi-meets-TradFi KYC 问题已被视为二元问题:要么你 KYC 无所事事，否则就失去 DeFi 的无许可性，要么你一无所有，也绝不会获得制度性的流动。 @lighter_xyz 的首席执行官 @vnovokovski 描述了他的架构所能实现的第三个选项。
2026-04-10 20:30:00
The Rollup
Franklin Templeton Investment Solutions CIO Explains How Markets Survive a $1T IPO Wave (SpaceX, OpenAI, Anthropic) “I think the market can handle it — if the bankers do their jobs. And on this one, I think they will.” “Finding that demand, corralling that demand, ensuring it’s… https://twitter.com/therollupco/status/2042694425101435076/video/1
中文: 富兰克林邓普顿投资解决方案首席信息官阐述市场如何在1万亿美元的IPO浪潮中生存下来(SpaceX、OpenAI、Antropic) 我认为市场能够应对——如果银行家们能做好自己的工作。而在这件事上，我想他们会的。 找到这一需求，将需求控制在周围，确保需求是......
2026-04-10 20:01:17
The Rollup
Franklin Templeton Investment Solutions CIO reveals why he isn’t bullish on Hyperliquid: “It’s hard for me to get super bullish on that just yet. Personally, I think we need a better risk management framework.” “You never want to have a situation where your positions can be… https://twitter.com/therollupco/status/2042687896201654572/video/1
中文: 富兰克林邓普顿投资解决方案首席信息官透露他为何不看好 Hyperliquid: 对我来说，现在对此却很难获得超级乐观的态度。就我个人而言，我认为我们需要一个更好的风险管理框架。 你永远不希望处于职位可能的情况......
2026-04-10 19:35:20
The Rollup
Franklin Templeton Investment Solutions CIO reveals why he Isn’t bullish on Hyperliquid just Yet: “It’s hard for me to get super bullish on that just yet. Personally, I think we need a better risk management framework.” “You never want to have a situation where your positions… https://twitter.com/therollupco/status/2042686553131225510/video/1
中文: 富兰克林天普顿投资解决方案首席信息官透露，他为何对 Hyperliquid 并不乐观: 对我来说，现在对此却很难获得超级乐观的态度。就我个人而言，我认为我们需要一个更好的风险管理框架。 你永远不想拥有你的职位......
2026-04-10 19:30:00
The Rollup
Deputy CIO of Franklin Templeton Investment Solutions just compared the NYSE to Blockbuster. Max Gokhman says 24/7 trading happens with or without the major exchanges. When the technology exists, it doesn't require physical infrastructure, and the market is moving regardless. https://twitter.com/therollupco/status/2042683830901915839/video/1
中文: 富兰克林邓普顿投资解决方案公司副首席信息官刚刚将纽约证券交易所与Blockbuster进行了比较。 马克斯·戈赫曼表示，无论主要交易所是否有，全天候交易都会进行。 当技术存在时，它不需要物理基础设施，市场也在向不计其要头。
2026-04-10 19:19:11
The Rollup
Deputy CIO at @FTDA_US just compared the NYSE to Blockbuster. Max Gokhman says 24/7 trading happens with or without the major exchanges. When the technology exists, it doesn't require physical infrastructure, and the market is moving regardless. https://twitter.com/therollupco/status/2042681482829771012/video/1
中文: @FTDA_US 的副首席信息官刚刚将纽约证券交易所比作 Blockbuster。 马克斯·戈赫曼表示，无论主要交易所是否有，全天候交易都会进行。 当技术存在时，它不需要物理基础设施，市场也在不计其要走。
2026-04-10 19:09:51
The Rollup
THEN: Do Kwon said "Steady lads deploying more capital" when Luna's collateral started spiraling. It went to zero. NOW: World Liberty Fi says "we'll simply add more collateral" if their WLFI governance token drops against their USDC debt. Rob: "You can't just add more… https://twitter.com/therollupco/status/2042671339358818342/video/1
中文: 然后:当卢娜的抵押品开始上涨时，道权表示“稳定的小伙子们正在投入更多资金”。它变成了零。 现在:World Liberty Fi表示，如果其WLFI治理代币兑美元国债下跌，我们将增加更多抵押品。 罗布:“你不能再多加点......
2026-04-10 18:29:32
The Rollup
Arthur Hayes made the case for Zcash as the privacy complement to Bitcoin. Andy's reaction: "I can see Zcash at $2,000-$3,000. Anybody can understand the need for private money. Zcash is going on a generational run." Rob: "I own Zcash. As Bitcoin gets institutionalized, Zcash… https://twitter.com/therollupco/status/2042667201577037893/video/1
中文: 亚瑟·海耶斯将Zcash作为比特币隐私的补充。 安迪的反应是:“我能看到Zcash的售价在2000到3000美元之间。”任何人都可以理解私人资金的需求。Zcash 正在进行世代相传。 罗布:“我拥有Zcash。”随着比特币被制度化，Zcash...
2026-04-10 18:13:06
The Rollup
The lads discuss why the NYSE signing Securitize as its first digital transfer agent changes everything. Then Andy and Rob get into a live ETH vs. HYPE debate. https://twitter.com/therollupco/status/2042661393942368333/video/1
中文: 小伙子们讨论了为何纽约证券交易所签署《证券化》作为其首任数字转账代理，会改变一切。 然后安迪和罗布进入了一场直播的ETH大战。炒作辩论。
2026-04-10 17:50:01
The Rollup
"Q2 is when Clarity will pass. Put it down. You heard it here first." - Andy https://twitter.com/therollupco/status/2042655661243183201/video/1
中文: 第二季度是克拉蒂通过的时间。放下。你先听到这里了。 - 安迪
2026-04-10 17:27:15
The Rollup
Happy Friday to all the bulls out there who survived this apathy phase of the market. World Liberty is on damage control mode, natives are bearish meanwhile trillion-dollar asset managers are making the bull case for DeFi. 1:00p EST Max Gokhman - @FTDA_US 1:45p EST @vnovakovski…
中文: 祝所有在市场冷漠阶段幸存下来的多头周五快乐。 世界自由处于损害控制模式，本土资产看跌，而万亿美元的资产管理公司则在为DeFi提供大额资金。 1:00p EST 马克斯·戈赫曼 - @FTDA_US 美国东部时间下午1:45 @vnovakovski...
2026-04-10 16:30:59
The Rollup
🔴LIVE: WLFI In Trouble? Winter Is Over. Brian Armstrong Pushing DC HARD,FTDA in Studio, Lighter Team & Akash Call In https://x.com/i/broadcasts/1oKMvRYlXVoGQ
中文: 🔴 直播:WLFI 陷入困境?冬天结束了。布莱恩·阿姆斯特朗在Studio、Lighter Team & Akash 中推着DC HARD、FTDA;电话:
2026-04-10 16:30:15
The Rollup
JUST IN: Lighter CEO (@vnovakovski) calls in today at 1:45pm ET. https://twitter.com/therollupco/status/2042617341716971886/photo/1
中文: 立即致电:Lighter 首席执行官(@vnovokovski)将于今天下午1:45(美国东部时间)联系。
2026-04-10 14:54:58
The Rollup
JUST IN: Lighter CEO (@vnovakovski) on The Rollup today at 1:45pm ET. https://twitter.com/therollupco/status/2042617193687367861/photo/1
中文: 立即登录:Lighter CEO(@vnovokovski)今天下午1点45分(美国东部时间)
2026-04-10 14:54:23
The Rollup
JUST IN: Lighter CEO on The Rollup today at 1:45pm ET. See you on the show. https://twitter.com/therollupco/status/2042613069956686226/photo/1
中文: 请在: 今天下午1点45分，《The Rollup》中表现更轻松。 在节目中见。
2026-04-10 14:38:00
The Rollup
The Art Of The Deal ™️ https://twitter.com/therollupco/status/2042577891225940438/photo/1
中文: 交易的艺术 ™️
2026-04-10 12:18:13
The Rollup
"Dropping out became a bragging right, because the system stopped serving kids who can think critically." "By the time you're finished learning, the stuff you learned isn't even relevant to what the world looks like." Brian Wong on why the education system is fundamentally… https://twitter.com/therollupco/status/2042481100182741315/video/1
中文: 脱掉就成了一种吹嘘，因为这个制度不再为那些能有批判性思考的孩子提供服务。 当你完成学习时，所学到的东西甚至与世界的外观都无关紧要。 布莱恩·王就教育体系为何从根本上说......
2026-04-10 05:53:36
The Rollup
Seraphim reframes the Ethena vs. Sky debate through a lens that has nothing to do with DeFi mechanics and everything to do with global capital flows. https://twitter.com/therollupco/status/2042461522849333439/video/1
中文: 塞拉希姆重新调整了埃西纳的对比。通过与DeFi机制无关且与全球资本流动无关的视角进行天空辩论。
2026-04-10 04:35:48
The Rollup
Chamath says you have to put your ego aside and buy secondaries in companies you missed early. @brian_wong agrees, but not in the companies everyone else is buying. "I run the other direction." While the market piles into OpenAI and Anthropic at $600B-$1T, Brian sees the real… https://twitter.com/therollupco/status/2042442270998172065/video/1
中文: 查马斯说，你必须放下自我，在你早早错过的公司购买次要内容。 @brian_wong 表示同意，但并非在其他所有公司购买的公司中。 我朝另一个方向跑。 尽管市场以6000亿至1万亿美元的价格涌入OpenAI和Anthropic，但布莱恩却看到了现实......
2026-04-10 03:19:18
The Rollup
$850 billion valuation. Entire lakes drained for cooling. For what? Cat videos and homework cheating. Brian Wong reframes the AI valuation conversation: Stop asking if it's overvalued. Ask if the outputs justify the inputs. https://twitter.com/therollupco/status/2042429991984513336/video/1
中文: 估值8500亿美元。整个湖泊都因冷却而排水。 为了什么?猫咪视频和作业作弊。 布莱恩·王重新构建了人工智能估值对话:不要再问它是否被高估了。询问输出是否证明输入的合理性。
2026-04-10 02:30:31
The Rollup
Brian Wong invested in an AI ethics company and explains why with an example that should concern everyone. "We have to systematically go in and unearth these issues before they get too crazy." https://twitter.com/therollupco/status/2042418829045764278/video/1
中文: 布莱恩·黄投资了一家人工智能伦理公司，并用一个让每个人都关心的例子来解释其原因。 我们必须在这些问题变得过于疯狂之前，先系统地去发现这些问题。
2026-04-10 01:46:09
The Rollup
The most undervalued asset in the AI era: the human relationships you already have. Brian Wong says the trust built through in-person experiences is compounding in value as the world moves to virtual and AI-mediated interaction. "AI amplifies your expertise. It doesn't replace… https://twitter.com/therollupco/status/2042408615667958109/video/1
中文: 人工智能时代被低估的资产:你已有的人际关系。 布莱恩·黄表示，随着全球转向以虚拟和人工智能为媒介的互动，通过面对面体验建立的信任正在重新积累价值。 人工智能能增加你的专业知识。它无法取代......
2026-04-10 01:05:34
The Rollup
Brian Wong (@brian_wong): I Solved the AI Investment Playbook Timestamps: 00:00 Intro 01:05 Ascii Ventures Thesis 03:32 Barbell Investment Strategy 05:35 Secondary Markets Opportunity 07:21 Digital Assets Stablecoin Focus 09:28 Emerging Markets Adoption 10:26 OpenAI & Anthropic… https://twitter.com/therollupco/status/2042383160844173643/video/1
中文: 布莱恩·黄(@brian_wong):我解了人工智能投资手册 时间戳: 00:00 介绍 01:05 Ascii Ventures 论文 03:32 巴贝尔投资策略 05:35 二级市场机遇 07:21 数字资产稳定币聚焦 09:28 新兴市场的采用 10:26 OpenAI &Anthropic...
2026-04-09 23:24:25
The Rollup
"Should Solana just give up on perps?" Logan Jastremski said no. Seraphim agrees and adds specifics. Pre-IPO stocks. Post-IPO stocks. Chinese equities. Power trading. GPU data. Data feeds. None of these exist as perps markets today and Seraphim sees Solana as equally… https://twitter.com/therollupco/status/2042360078402273299/video/1
中文: 索拉纳应该放弃吗? 洛根·贾斯特里姆斯基说不。 塞拉芬表示同意，并增加了具体细节。 IPO前股票。IPO后股票。中国股票。权力交易。GPU数据。数据源。 如今这些并不存在，因为如今塞拉菲姆将索拉纳视为同等的市场......
2026-04-09 21:52:42
The Rollup
"I don't hate Ethereum people. I don't know what the f*ck they're doing all day. But I don't hate them." Seraphim describes his relationship with the Ethereum community after his "Ethereum is cooked" tweet launched the Solana-Ethereum war. https://twitter.com/therollupco/status/2042350062689280495/video/1
中文: 我不讨厌以太坊的人。我不知道他们一整天都在干什么。但我并不讨厌他们。 塞拉希姆在发布“以太坊已成熟”的推文后，描述了他与以太坊社区的关系。
2026-04-09 21:12:54
The Rollup
Dom Kwok said XRP to $1,000 with a straight face. The lads went from asking a casual question to calculating a market cap larger than every asset on the planet in about 30 seconds. The conviction gap between Dom and the hosts could not have been wider. Bet booked for 2030… https://twitter.com/therollupco/status/2042339913031696528/video/1
中文: 多姆·郭说，XRP 直面，价格在1000美元之间。 小伙子们从提出一个随意的问题，到大约30秒内计算出一个比地球上每笔资产都更大的市值。 多姆与主队之间的定罪差距不可能更大。 2030年预订的投注。
2026-04-09 20:32:34
The Rollup
The Swift narrative served its purpose for the XRP community, it made the thesis legible to a wide audience. "Ripple replaces Swift for cross-border payments" was simple, ambitious, and easy to rally around. @dom_kwok says it's time to let it go. Not because Swift doesn't… https://twitter.com/therollupco/status/2042324165806457090/video/1
中文: 斯威夫特的叙述为XRP社区提供了意义，使这一论点在广大受众中清晰可见。 Ripple 取代 Swift 进行跨境支付，简单、雄心勃勃，且易于团结。 @dom_kwok 说是时候放手了。 不是因为 Swift 没有......
2026-04-09 19:30:00
The Rollup
Andy asked about the Chainlink vs. XRP Twitter war. Dom Kwok reframed the entire question. The thesis has nothing to do with token debates on Twitter. Ripple is acquiring TradFi companies such as Hidden Road and Treasury Prime with real businesses and real customers. Dom… https://twitter.com/therollupco/status/2042317235985752401/video/1
中文: 安迪问了关于链链与XRP推特大战 多姆·郭重新提出了整个问题。该论点与推特上的象征性辩论无关。 瑞波公司正在收购隐藏之路(Hidden Road)和财政部Prime等TradFi公司，拥有真正的业务和真实客户。 多姆......
2026-04-09 19:02:28
The Rollup
Triple-digit APYs built the onchain yield farming culture. Now the industry expects the same users to buy 5% tokenized treasuries. Rob says he's is "cautiously optimistic and a bit skeptical." If the current onchain demographic is degenerate traders and shitcoiners, who… https://twitter.com/therollupco/status/2042310258039885904/video/1
中文: 三位数的APY建立了产生农业文化。 现在，业界预计相同用户将购买5%的代币化国债。 罗布表示，他“谨慎乐观，也有点怀疑。” 如果当前的链式用户群体是堕落的交易者和加密货币代码，那么这些交易者......请
2026-04-09 18:34:44
The Rollup
Andy builds a macro bull thesis on why he thinks crypto winter is over with M2 data, ISM, @RaoulGMI's liquidity tweet, new Fed chair, and Bessent rate guidance. Also Andy: "@CL207 posted a cat with a green button. That did it for me." https://twitter.com/therollupco/status/2042304799761117480/video/1
中文: 安迪提出了一个宏观观点，即为何他认为加密货币的冬天已经结束，包括M2数据、ISM、@RaoulGMI的流动性推文、新任美联储主席以及贝森特利率指引。 安迪也写道:“@CL207 发布了一只带有绿色按钮的猫。那对我来说就做到了。
2026-04-09 18:13:03
The Rollup
"Who cares about 24/7? I want NASDAQ connected to NYSE connected to Robinhood. That's what I want." "No one wants to build on anyone else's infrastructure." "The biggest value proposition is connecting disparate ledgers." @robbieklages delivers the Ethereum bull thesis in its… https://twitter.com/therollupco/status/2042293324640289165/video/1
中文: 谁在乎24小时?我希望纳斯达克与纽约证券交易所相连，与罗宾汉公司相连。这正是我想要的。 没有人愿意在别人的基础设施上建设。 最大的价值主张是连接不同的账本。 @robbieklages 在其中提供了以太坊的多头理论......
2026-04-09 17:27:27
The Rollup
Andy's quant says Canton outperforms Hyperliquid in the coming months. No reasoning shared. Just the call. Rob delivers his "anti-Logan Jastremski thesis" and says Ethereum is still alive and cooking. https://twitter.com/therollupco/status/2042287710665093584/video/1
中文: 安迪的量子表示，坎顿在未来几个月的表现优于高超液体。 没有分享任何理由。只是电话。 罗布发表了他的“反洛根·贾斯特雷姆斯基理论”，并称以太坊依然充满活力且充满烹饪欲。
2026-04-09 17:05:08
The Rollup
Is the digital asset winter over? On today's show: 1:00p EST @kwok_phil & @dom_kwok - @EasyA_App 1:30p EST @brian_wong 2:40p EST @MacroMate8 - @SolanaFndn See you on the show.
中文: 数字资产的冬天结束了吗? 在今天的节目中: 1:00p EST @kwok_phil & @dom_kwok - @EasyA_App 美国东部时间下午1:30 @brian_wong 美国东部时间下午2:40 @MacroMate8 - @SolanaFundn 在节目中见。
2026-04-09 16:32:00
The Rollup
🟢 LIVE From The Tower: Is Winter Over? CLARITY is Coming, AI Sector Hot, EasyA Team Calls in, Brian & Seraphim In The Nest https://x.com/i/broadcasts/1yGBeMkzmokKN
中文: 塔中的现场直播:冬天结束了吗?清晰度即将到来，人工智能行业热门，易安团队，布莱恩和安普;塞拉希姆在《巢穴》
2026-04-09 16:31:16
The Rollup
Hot take: the single-leader blockchain model is incompatible with fair trading at scale. Logan Jastremski says the fix is multi-leader: competitive block production, no single point of control, no geographic monopoly. The ones starting centralized face a harder migration. The… https://twitter.com/therollupco/status/2042266437234970830/video/1
中文: 热点:单一领导者的区块链模式与大规模公平交易不兼容。 洛根·贾斯特里姆斯基表示，这一解决方案是多方面的:竞争性的区块生产，没有单一的控制点，也没有地域垄断。 那些开始集中化的人面临着更艰难的迁移。
2026-04-09 15:40:36
The Rollup
JUST IN: Trump scheduled to attend memecoin conference this month. Memecoins are now a political asset class. https://twitter.com/therollupco/status/2042256302202556658/photo/1
中文: 就在:特朗普计划本月参加memecoin大会。 Memecoins 现已进入政治资产类别。
2026-04-09 15:00:20
The Rollup
Today at 1:30PM ET Brian Wong is joining The Rollup TV live from The Nest. See you on the show. https://twitter.com/therollupco/status/2042248738366730535/photo/1
中文: 今天下午1点30分，布莱恩·王将加入The Nest电视台的The Rollup电视台直播节目。 在节目中见。
2026-04-09 14:30:17
The Rollup
Every major exchange in the world exists as its own ledger because participants refuse to be geographically disadvantaged. @LoganJastremski says Hyperliquid recreates the same problem. https://twitter.com/therollupco/status/2042058286304743464/video/1
中文: 世界上每一个主要交易所都以自己的账本存在，因为参与者拒绝在地理上处于不利地位。 @LoganJastremski 表示，超液体重新创建了同一个问题。
2026-04-09 01:53:29
The Rollup
Logan Jastremski (@LoganJastremski): Will Hyperliquid Flip Solana? Timestamps: 00:00 Intro 02:51 SOL vs. HYPE Thesis 05:30 Co-Location vs. Localized Ingestion 07:20 Hyperliquid's Real Innovation 12:11 Blockchains Are Exchanges 13:49 Localized Ingestion Explained 17:34… https://twitter.com/therollupco/status/2042008342302798079/video/1
中文: 洛根·贾斯特雷姆斯基(@LoganJastremski):高流动性翻转索拉纳会吗? 时间戳: 00:00 介绍 02:51 对比HYPE 论文 05:30 合作 vs.局部摄入 07:20 超脂液体的真正创新 12:11 区块链即是交换 13:49 局部摄入解释 17:34...
2026-04-08 22:35:02
The Rollup
"If the NYSE started offering 24/7 trading and builder codes like Hyperliquid, how differentiated would Hyperliquid actually be?" Logan Jastremski asks the question the co-location camp needs to answer. If traditional exchanges can replicate the 24/7, programmable trading… https://twitter.com/therollupco/status/2041973253598503058/video/1
中文: 如果纽约证券交易所开始提供24小时不间断交易和构建器代码(如Hyper liquid)，那么超级液体实际上会有多大差异化? 洛根·贾斯特伦斯基提出了联合办公营地需要回答的问题。 如果传统交易所能够复制全天候可编程的交易......
2026-04-08 20:15:36
The Rollup
Anatoly says less than a dozen smart contracts actually matter on Solana and those should become immutable. @LoganJastremski agrees: instead of everyone building custom implementations, harden the core contracts the entire ecosystem uses. https://twitter.com/therollupco/status/2041965552445395332/video/1
中文: 阿纳托利表示，实际上对索拉纳而言，不到十项智能合约很重要，这些合约应该变得不可更改。 @LoganJastremski 表示同意:并不是每个人都在构建自定义实现，而是将整个生态系统所使用的核心合同变得更加强硬。
2026-04-08 19:45:00
The Rollup
"Hyperliquid is kind of just a centralized exchange without KYC that built a great perps product." "I early on criticized them for not being decentralized. I still think they're not. But it doesn't matter if people like the product." - @LoganJastremski co-founder of… https://twitter.com/therollupco/status/2041958002857550324/video/1
中文: Hyperliquid 是一种缺乏 KYC 的集中式交易所，它打造出一款出色的 perps 产品。 我很早就批评他们没有去中心化。我仍然觉得他们不是。但人们是否喜欢这个产品并不重要。 - @LoganJastremski 联合创始人......
2026-04-08 19:15:00
The Rollup
Logan Jastremski just put Hyperliquid and L2s in the same structural category as the New York Stock Exchange. His logic: all of them converge on co-location, racing to be closest to the matching engine. The legacy finance version uses private fiber and microwave towers to New… https://twitter.com/therollupco/status/2041950625240395904/video/1
中文: 洛根·贾斯特伦斯基刚刚将超流动性和L2s置于与纽约证券交易所相同的结构类别中。 他的逻辑:他们所有人都聚集在同地点，争分夺秒地接近匹配的发动机。 传统金融版本使用私人光纤和微波塔来使用新...
2026-04-08 18:45:41
The Rollup
Logan Jastremski delivers a clean, experience-rooted framework for where digital assets investing is headed. https://twitter.com/therollupco/status/2041943030928732610/video/1
中文: 洛根·贾斯特列姆斯基为数字资产投资的发展方向提供了一个清晰而丰富的框架。
2026-04-08 18:15:30
The Rollup
The FDIC just issued guidance on stablecoin deposits. @andyyy says this is the most significant implementation signal for the Genius Act yet. "In six years, we've gone from treason on the blockchain to the FDIC being like, okay, we have rules for you guys." https://twitter.com/therollupco/status/2041937554807664818/video/1
中文: 联邦存款保险公司刚刚发布了关于稳定币存款的指导意见。 @andyyy 表示，这是《天才法案》迄今为止最重要的实施信号。 六年来，我们从区块链上的叛国行为变成了联邦存款保险公司(FDIC)，就像你们有规矩一样。
2026-04-08 17:53:45
The Rollup
Picture every too-big-to-fail American bank partnering on one stablecoin. Rob says that's functionally a CBDC. Now look at Switzerland: five banks plus UBS, one stablecoin. Same dynamic. Different country. Is the stablecoin label disguising what's actually being built? https://twitter.com/therollupco/status/2041929582358458486/video/1
中文: 想象一下，每家大型到不可靠的美国银行都合作开发一种稳定币。 罗布说，这在功能上是一种CBDC。 现在看看瑞士:五家银行加上瑞银，一家稳定币。同样的动态。不同的国家。 稳定币标签是否在伪装正在构建的内容?
2026-04-08 17:22:04
The Rollup
Geopolitical macro analysis from Rob. Oil dynamics. Chaos hedges. Ceasefire positioning. Andy's takeaway from all of it: "I need a big bounce. Let's just say that." We've all been Andy today. https://twitter.com/therollupco/status/2041925512059085176/video/1
中文: 罗布的地缘政治宏观分析。石油动态。混乱的对冲。停火立场。 安迪从这一切中汲取了一招:“我需要一个很大的反弹。”就这么说吧。 今天我们都是安迪。
2026-04-08 17:05:53
The Rollup
What a 24 hours. The institutional and regulatory progress continues to accelerate, with markets reacting strongly today. - White House Backs Stablecoin Yield. - Swiss Banks move to Stablecoins - ETH stablecoin supply hit a record $180B. Meanwhile, Securitize tokenized another…
中文: 多么24小时。机构和监管方面的进展持续加快，市场今天反应强烈。 - 白宫支持稳定币收益率。 - 瑞士银行转向稳定币 - ETH稳定币供应量达到创纪录的1800亿美元。 与此同时，Securitise 又将其代币化了......
2026-04-08 16:31:24
The Rollup
🟢 LIVE From The Tokenization Tower: Satoshi Is Adam Back??? Markets Strong, HYPE vs. SOL with Frictionless Co-Founder https://x.com/i/broadcasts/1qKDzPONyrLJV
中文: 🟢 来自代币化塔的直播:中本聪回归吗??市场强劲，HYPE 对比与无摩擦合作者的SOL
2026-04-08 16:29:42
The Rollup
RT @robbieklages: I asked Will from WisdomTree if the private credit market is something to worry about. He says the mismatch is the probl…
中文: RT @robbieklages:我向WisdomTree的威尔询问了私人信贷市场是否值得担忧。 他说这种不匹配是问题......
2026-04-08 16:16:32
The Rollup
Today. 1:30PM ET. Vladimir Novakovski is joining us live on Rollup TV. See you there. https://twitter.com/therollupco/status/2041908752270393392/photo/1
中文: 今天。美国东部时间下午1:30。 弗拉基米尔·诺瓦科夫斯基将在Rollup TV上与我们一起直播。 见。
2026-04-08 15:59:18
The Rollup
Three conversations that stuck with us today: @tayvano_: "We race North Korean hackers through the same laundering flows as training. We've never beaten them. We've lost money trying." @evgeny_re7: "Curation is a terrible business model. Anyone with MetaMask can become a… https://twitter.com/therollupco/status/2041713113934836047/video/1
中文: 今天一直困扰着我们的三个对话: @tayvano_:我们通过与训练相同的洗钱流程来争夺朝鲜黑客。我们从未击败过他们。我们努力赚钱了。 @evgeny_re7:“文化是一种糟糕的商业模式。任何使用MetaMask的人都可以成为......
2026-04-08 03:01:54
The Rollup
Taylor Monahan (@tayvano_) on what the first 12 hours look like after a North Korean state-sponsored hack. https://twitter.com/therollupco/status/2041698039862010060/video/1
中文: 泰勒·莫纳汉(@tayvano_)在朝鲜国家资助的黑客攻击后，前12小时的长时间。
2026-04-08 02:02:00
The Rollup
Andy said the Drift exploit post mortem was one of the only ones in DeFi that shook him to the core. Rob was skeptical and suspected it might be an inside job disguised as a North Korean attack. @tayvano_ a respected blockchain investigator in the space, breaks down why the… https://twitter.com/therollupco/status/2041687218323120320/video/1
中文: 安迪表示，尸检后的漂移漏洞是DeFi中唯一将他震撼到核心的事件之一。 罗布对此持怀疑态度，怀疑这可能是一份伪装成朝鲜袭击的内部工作。 @tayvano_ 是一位受人尊敬的区块链研究者，他解释了为什么......
2026-04-08 01:19:00
The Rollup
RT @DinariGlobal: Q: How does tokenization change what you can do with your stocks? A: It turns them into productive assets, letting you s…
中文: RT @DinariGlobal:问:代币化如何改变你的股票收益? 它使它们变成生产性资产，让你......
2026-04-08 00:56:32
The Rollup
Shane Mac delivers a live product demo that makes the agentic + privacy thesis tangible. The core insight: AI assistants join individual group chats with zero leakage between them. https://twitter.com/therollupco/status/2041677290677919813/video/1
中文: Shane Mac 提供实时产品演示，使代理 + 隐私论文变得切实可见。 核心见解:人工智能助手加入各自的群组聊天，双方之间无漏洞。
2026-04-08 00:39:33
The Rollup
Your phone number is about to become the most exploited attack surface on the internet. @ShaneMac says every messaging platform built on phone numbers and email addresses is structurally incompatible with the agentic economy. When agents can send a million messages at once,… https://twitter.com/therollupco/status/2041664821066919998/video/1
中文: 你的电话号码即将成为互联网上被利用次数最多的攻击场面。 @ShaneMac 表示，每个基于电话号码和电子邮件地址的即时通讯平台在结构上都与代理经济不兼容。 当代理可以同时发送一百万条消息时，
2026-04-07 23:50:00
The Rollup
"Communication drives commerce." Most people assume you build commerce tools and then add messaging. Shane Mac, co-founder of XMTP, says the trust that drives all commercial activity originates in small, private group conversations. The alpha, the deals, the decisions, they… https://twitter.com/therollupco/status/2041656637404946702/video/1
中文: 通信驱动商业。 大多数人认为你会开发商业工具，然后添加消息传递。 XMTP联合创始人肖恩·麦克表示，推动所有商业活动的信任源于小型的私人团体对话。 阿尔法、交易、决策，它们......
2026-04-07 23:17:29
The Rollup
Is onchain yield ready for institutions? @chriseyin: "Almost. Brick by brick. The tools and pieces are there. But we need to wrap them up." @evgeny_re7: "We're already there. Institutional capital from TradFi is being deployed onchain right now via players like us. Accelerating… https://twitter.com/therollupco/status/2041648463054876763/video/1
中文: 链式收益是否已为机构做好准备? @chriseyin:几乎。砖块。工具和部件都在那里。但我们需要把他们收起来。 @evgeny_re7:我们已经在那里了。TradFi 的机构资本目前正在通过我们这样的玩家部署在链上。加速......
2026-04-07 22:45:00
The Rollup
The stablecoin market is the size of Kazakhstan's GDP. That's the reality check the tokenization narrative needs. Chris Yin doesn't say tokenization is failing. He says the market isn't big enough yet to justify a full institutional push. $300 billion in stablecoins. Low… https://twitter.com/therollupco/status/2041641473242763526/video/1
中文: 稳定币市场的规模相当于哈萨克斯坦的GDP。这就是现实，可以检查标记化叙事的需求。 克里斯·尹没有说代币化正在失败。他表示，市场尚未足够大，不足以证明全面推进机构建设是合理的。 3000亿美元的稳定币。低...
2026-04-07 22:17:13
The Rollup
"Curation is a terrible business model. It's a market of perfect competition. Anyone with MetaMask can become a curator. That's all it takes." Evgeny Gokhberg on where the vault market's value actually concentrates and why most curators are running a commodity business they… https://twitter.com/therollupco/status/2041627145794154689/video/1
中文: 策展是一种糟糕的商业模式。这是一个竞争非常激烈的市场。任何拥有MetaMask的人都可以成为一名策展人。这就是全部。 叶夫根尼·戈赫伯格谈到保险业市场价值的实际集中位置，以及为何大多数策展人正在经营一家大宗商品行业......
2026-04-07 21:20:17
The Rollup
"Most vaults today, you're depositing into something that can do anything. No controls, no constraints." "What we built with Nest is way tighter: you can only allocate into certain assets, only do certain things. Published. Transparent." Chris Yin on the vault infrastructure… https://twitter.com/therollupco/status/2041614181271581035/video/1
中文: 如今大多数保险库，你都在存放一些能做任何事情的东西。没有控制，没有约束。 我们使用Nest构建的内容更为紧密:你只能分配到某些资产中，只能做某些事情。发布。透明。 克里斯·尹在保险库基础设施上......
2026-04-07 20:28:46
The Rollup
"'Vaults' is the worst word in crypto right now. A vault is an empty box. What matters is what you put inside it." - Evgeny Gokhberg https://twitter.com/therollupco/status/2041600004964446218/video/1
中文: “Vaults”是目前加密货币中最糟糕的词汇。金库是一个空盒子。重要的是你把里面放了什么。 - 叶夫根尼·戈赫伯格
2026-04-07 19:32:26
The Rollup
"'Vaults' is the worst word in crypto right now. A vault is an empty box. What matters is what you put inside it." - Evgeny Gokhberg https://twitter.com/therollupco/status/2041599841856258074/video/1
中文: “Vaults”是目前加密货币中最糟糕的词汇。金库是一个空盒子。重要的是你把里面放了什么。 - 叶夫根尼·戈赫伯格
2026-04-07 19:31:48
The Rollup
Larry Fink built BUIDL. Tokenized every ETF. Then said: "Tokenization is the best thing since sliced bread." Jamie Dimon called tokenization "a competitive threat redefining financial services." But hasn't deployed the infrastructure yet. Rob's read: "You gotta fill before you… https://twitter.com/therollupco/status/2041593561872003217/video/1
中文: 拉里·芬克制造了BUIDL。对每只ETF进行代币化。然后说:“代币化是自切片面包以来最好的。” 杰米·戴蒙称代币化是“重新定义金融服务的竞争威胁”。但尚未部署该基础设施。 罗布写道:“你得先填写......
2026-04-07 19:06:50
The Rollup
2-3 year safe harbor for US token launches. No S-1 filing. Progressive decentralization at your own pace. Disclose the team, tokenomics, and unlock schedules. Rob says this is the regulation that onshores the entire industry. If builders no longer need to launch from Cayman,… https://twitter.com/therollupco/status/2041587835233350000/video/1
中文: 美国代币发行的2至3年安全港。无S-1申报。 以你自身的速度进行渐进式分权。披露团队、代币组学并解锁时间表。 罗布表示，这是整个行业的监管规定。 如果开发商不再需要从开曼群岛下班，请
2026-04-07 18:44:05
The Rollup
Andy is firmly in the "nothing ever happens" camp. Rob notes that saying "things are going to be all right" might be wishful thinking. Is Andy's optimism justified or is he "taking the aura gamble of a lifetime?" https://twitter.com/therollupco/status/2041576744784687540/video/1
中文: 安迪坚定地站在“从未发生过的任何事情”的阵营中。 罗布指出，说“事情会好得”可能只是一厢情愿。 安迪的乐观情绪是否合理，还是“正在玩一辈子的光环赌博”?
2026-04-07 18:00:01
The Rollup
Peak geopolitical uncertainty. Nuclear threat on the table. Markets down 2-4%. Rob says if the market expected World War III, the drawdown would be dramatically worse. Andy is "bearish on the nuke" and thinks "Trump tacos." https://twitter.com/therollupco/status/2041570603623129591/video/1
中文: 地缘政治不确定性峰值。核威胁摆在桌面上。市场下跌2%至4%。 罗布表示，如果市场预期第三次世界大战，撤军将严重得多。 安迪对“核问题持看跌”，并认为“特朗普是玉米饼”。
2026-04-07 17:35:37
The Rollup
Welcome back to the show folks. Hope everyone's holding onto their hats today. New instituitional adoption continues, DeFi having a bit of a moment with yield dynamics, curator and risk manager adjustments coming, and more. 1:30p EST @evgeny_re7 -@Re7Capital & @chriseyin -…
中文: 欢迎回到节目现场。希望今天每个人都能戴上帽子。 新的机构采用仍在继续，DeFi 拥有一些与收益率动态、策展人和风险管理调整的瞬间，以及更多方面。 美国东部时间下午1:30 @evgeny_re7 -@Re7Capital & @chriseyin -...
2026-04-07 17:34:35
The Rollup
🔴 LIVE: Jamie Dimon Douple Dips. Is CLARITY Is Done??? Re7 x Plume & Tay Call in, Shane In The Tower https://x.com/i/broadcasts/1nJOLEmBWqQxR
中文: 🔴 直播:杰米·迪蒙·杜普尔 踱箕。清晰度完成了吗??雷7 x 普卢姆和潘姆;泰·卡在塔里，肖恩
2026-04-07 17:33:51
The Rollup
Welcome back to the show folks. Hope everyone's holding onto their hats today. New instituitional adoption continues, DeFi having a bit of a moment with yield dynamics, curator and risk manager adjustments coming, and more. 1:30p EST @evgeny_re7 - @Re7Capital & @chriseyin -…
中文: 欢迎回到节目现场。希望今天每个人都能戴上帽子。 新的机构采用仍在继续，DeFi 拥有一些与收益率动态、策展人和风险管理调整的瞬间，以及更多方面。 1:30p EST @evgeny_re7 - @Re7Capital & @chriseyin -...
2026-04-07 16:51:21
The Rollup
🔴 LIVE: Jamie Dimon Douple Dipper. Is CLARITY Is Done??? DeFi's Identity Crisis, Re7 x Plume & Tay Call in, Shane In The Tower https://x.com/i/broadcasts/1qKVmQDXoVYxB
中文: 🔴 直播:杰米·戴蒙·杜普尔·迪珀。清晰度完成了吗??德菲身份危机，Re7 x Plume &泰·进来，沙恩在塔楼里
2026-04-07 16:49:13
The Rollup
🔴 LIVE: Jamie Dimon Douple Dipper. Is CLARITY Is Done???DeFi's Identity Crisis, Re7 x Plume & Tay Call in, Shane In The Tower https://x.com/i/broadcasts/1qKVmQDXoVYxB
中文: 🔴 直播:杰米·戴蒙·杜普尔·迪珀。清晰度完成了吗??德菲身份危机，Re7 x 普卢姆&泰在塔里叫上谢恩
2026-04-07 16:48:47
The Rollup
RT @SkyEcosystem: "USDS supply went from $9.5B to $11B+ in a single month." @parkeraedwards from @hiframework at DAS New York, speaking wi…
中文: RT @SkyEcosystem:单月美元供应量从95亿美元增长至110亿美元以上。 来自 @hiframework 的 @parkeraedwards，来自DAS纽约分会
2026-04-07 13:34:26
The Rollup
RT @SuperstateInc: The playbook is taking shape: World-class asset managers manage funds. Superstate provides the platform to bring them o…
中文: RT @SuperstateInc:游戏手册正在成形: 世界级资产管理公司管理基金。超级州提供了让他们......的平台
2026-04-07 12:57:51
The Rollup
RT @obexincubator: What makes @maplefinance a no-brainer for Obex cohort 1? Years of battle-tested, onchain lending. Billions in deposits.…
中文: RT @obexincubator:是什么让@maplefinance成为Obex队列1的无脑之举? 经过多年的竞争考验，链上借贷。数十亿美元的存款。......
2026-04-07 11:43:56
The Rollup
Everyone talks about where stablecoins go after they're minted. @robbieklages says the more important question is why they're being minted in the first place. The answer: onchain credit protocols and tokenized assets are creating yield opportunities that pull new stablecoins… https://twitter.com/therollupco/status/2041342555363627373/video/1
中文: 每个人都在谈论稳定币被铸造后会走向何方。 @robbieklages 表示，更重要的问题是为什么一开始就会将其铸造。 答案:链上信贷协议和代币化资产正在创造收益率机会，从而吸引新的稳定币......
2026-04-07 02:29:26
The Rollup
RT @Figure: Origination ≠ intermediation. @reidlikeabook spoke with @therollupco about the importance of choosing best-in-class partners,…
中文: RT @图:起源 ≠ 中介。 @reidlikeabook 与 @therorupco 进行了交谈，谈到了选择同类最佳合作伙伴的重要性......
2026-04-07 02:07:12
The Rollup
Kory Hoang (@KoryHoang) says stablecoins are the first full-reserve banking system at scale in modern history. https://twitter.com/therollupco/status/2041312499023167552/video/1
中文: Kory Hoang(@KoryHoang)表示，稳定币是现代历史上首个规模级的全储备银行系统。
2026-04-07 00:30:00
The Rollup
The stablecoin industry keeps trying to build one product that pays yield AND works for payments. Kory Hoang says that's a fundamentally broken monetary design. https://twitter.com/therollupco/status/2041288251101556773/video/1
中文: 稳定币行业不断尝试构建一种能够支付收益并有效支付的产品。 科里·贺表示，这从根本上说是一种有损的货币设计。
2026-04-06 22:53:39
The Rollup
Polymarket just replaced their collateral token with Polymarket USD, currently backed 100% by USDC. Hyperliquid did something similar. @KoryHoang says these are early signals of a wave he's been predicting since founding @stably_official's stablecoin-as-a-service business:… https://twitter.com/therollupco/status/2041273744010756244/video/1
中文: Polymarket 刚刚用 Polymarket USD 替换了他们的抵押代币，目前由 USDC 提供 100% 支持。 超液体也做了类似的事情。 @KoryHoang 表示，这些是自创立 @stably_official 稳定币即服务业务以来，他一直预测的浪潮的早期信号:
2026-04-06 21:56:00
The Rollup
Kory Hoang, co-founder of Stably, on why DeFi's growing pains are the price of progress. Comparing DeFi to legacy standards right now isn't fair. DeFi is eight years old. Legacy finance is hundreds. The regulatory frameworks, security infrastructure, and risk management tools… https://twitter.com/therollupco/status/2041261753460203751/video/1
中文: 稳定公司联合创始人科里·何(Kory Hoang)谈到为何DeFi的成长之痛是进步的代价。 现在将DeFi与传统标准进行比较是不公平的。德菲已经八岁了。传统金融有数百种。 监管框架、安全基础设施和风险管理工具......
2026-04-06 21:08:21
The Rollup
Kory Hoang's taxonomy cuts through with a framework built on one principle: classify by how the stablecoin is backed, not just what backs it. Reserve-backed stablecoins hold static, liquid assets and mint one-to-one against that reserve. USDT and USDC are the obvious examples.… https://twitter.com/therollupco/status/2041248153517670821/video/1
中文: 科里·贺克的分类学通过一个基于一个原则的框架来完成:根据稳定币的支持方式进行分类，而不仅仅是根据支持它的方式进行分类。 储备支持的稳定币持有静态、流动资产，并与该储备进行一对一的清算。USDT 和 USDC 是显而易见的例子......
2026-04-06 20:14:19
The Rollup
Why is Tether raising at $500B when they make $13 billion in profit? @robbieklages: "They don't need the money. The raise plus the KPMG audit makes me think they're planning a US launch." @andyyy: "The right backers at this valuation become a stamp of legitimacy that increases… https://twitter.com/therollupco/status/2041231637531213917/video/1
中文: 为什么泰瑟在盈利130亿美元时会以5000亿美元的价格融资? @robbieklages:“他们不需要钱。”加薪加上毕马威审计，我认为他们正计划在美国推出。 @andyyy:“在这种估值下，正确的支持者成为合法性的印章，并进一步增强......
2026-04-06 19:08:41
The Rollup
"If I'm getting 2% more than a money market fund, why am I going to risk getting zeroed?" Andy says that's the prevailing DeFi sentiment right now and while it's not fair to every protocol, it's the reality after the exploits over the past three weeks. Can an open-source risk… https://twitter.com/therollupco/status/2041221236315828643/video/1
中文: 如果我比一只货币市场基金多赚2%，那我为什么会面临被零风险的风险? 安迪表示，这就是目前普遍存在的DeFi情绪，尽管这并非对每种协议都公平，但过去三周的漏洞利用之后，情况却如此。 可以有开源风险吗......
2026-04-06 18:27:21
The Rollup
Full breakdown of the Citrini Strait of Hormuz field report. Blockade or toll booth? The answer changes the oil thesis entirely. https://twitter.com/therollupco/status/2041213712028123582/video/1
中文: 霍尔木兹奇特里尼海峡实地报告的完整分类。 封锁还是收费站?答案完全改变了石油理论。
2026-04-06 17:57:27
The Rollup
Rob and Andy return from a 21-day global sprint and do a full conference recap on DC, DAS and EthCC. "DC was drunk on regulation. DAS was running on adrenaline. Cannes felt like a bear market conference for the DeFi-native crowd." https://twitter.com/therollupco/status/2041206252152218099/video/1
中文: 罗布和安迪从为期21天的全球短跑中回归，并对DC、DAS和EthCC进行全面的回顾。 DC因监管问题而喝醉了。DAS 正在依靠肾上腺素来奔跑。戛纳感觉就像是一场为DeFi本地观众举办的熊市大会。
2026-04-06 17:27:48
The Rollup
Happy Monday. Back in the tokenization tower after the conference circuit of DC Blockchain Summit, DAS, and EthCC. A lot has happened in the last 72 hours. Just one guest today talking stablecoin categories, what counts as money, what counts as yield, and why the distinction…
中文: 周一快乐。在DC区块链峰会、DAS和EthCC会议结束后，回到代币化平台。 过去72小时内发生了很多事。 今天只有一位客人谈论稳定币类别、金钱、什么算作收益，以及为何区分......
2026-04-06 16:53:53
The Rollup
Happy Monday. Back in the tokenization tower after the conference circuit of DC Blockchain Summit, DAS, and EthCC. A lot has happened in the last 72 hours. Just one guest today talking stablecoin categories, what counts as money, what counts as yield, and why the distinction…
中文: 周一快乐。在DC区块链峰会、DAS和EthCC会议结束后，回到代币化平台。 过去72小时内发生了很多事。 今天只有一位客人谈论稳定币类别、金钱、什么算作收益，以及为何区分......
2026-04-06 16:53:27
The Rollup
🟢LIVE: North Korean Hacker Litmus Test, LIT vs. HYPE, Stablecoin Taxonomy Explained https://x.com/i/broadcasts/1pKdRbjmlOpJW
中文: 🟢 实时:朝鲜黑客利特穆斯测试，LIT 对比HYPE，稳定币分类学解释:
2026-04-06 16:50:39
The Rollup
Today. 1:30PM ET. Kory Hoang joins The Rollup TV. See you on the show. https://twitter.com/therollupco/status/2041191762664755466/photo/1
中文: 今天。美国东部时间下午1:30。科里·贺加入The Rollup TV。 在节目中见。
2026-04-06 16:30:14
The Rollup
RT @Transak: "Moving money from one place to the other is not that hard a problem from a computer science point of view. It's just like, ad…
中文: RT @Transak:从计算机科学的角度来看，把钱从一个地方转移到另一个地方并不是个难的问题。就像，广告......
2026-04-06 11:17:45
The Rollup
Solana's CPO @vibhu just said 100% of onchain activity will be agentic within two years. People won't push buttons anymore. https://twitter.com/therollupco/status/2041078071780864164/video/1
中文: 索拉纳的CPO @vibhu刚刚表示，两年内将100%的链上活动具有代理性。人们不再按下按钮了。
2026-04-06 08:58:28
The Rollup
TN Lee of Pendle breaks down where yield opportunities still exist in compressed markets. https://twitter.com/therollupco/status/2041025991913398429/photo/1
中文: 彭德尔的TN Lee 对压缩市场中仍存在收益机会的细分。
2026-04-06 05:31:31
The Rollup
ICYMI: We were live from Cannes for DeFi Day as part of EthCC[9]. 1 event. 10+ speakers. Hundreds of attendees. See you next year 🇫🇷 https://twitter.com/therollupco/status/2040926136398479476/video/1
中文: ICYMI:我们作为EthCC的一部分，从戛纳现场观看了DeFi日[9]。 1个活动。10个以上演讲者。数百名与会者。 明年见 🇫🇷
2026-04-05 22:54:44
The Rollup
Sam MacPherson of Phoenix Labs breaks down his thesis on USGS and why it grows in any market. https://twitter.com/therollupco/status/2040912433783464144/photo/1
中文: 凤凰实验室的萨姆·麦克弗森就美国地质调查局(USGS)及其在任何市场发展的原因进行了细分。
2026-04-05 22:00:17
The Rollup
Morpho's founder said no one wants DAO-managed risk. @StaniKulechov's response: they also can't navigate hundreds of vaults. @aave V4 builds the middle path. https://twitter.com/therollupco/status/2040851862551773380/video/1
中文: 莫福的创始人表示，没有人希望存在由DAO管理的风险。 @StaniKulechov 的回答:他们也无法在数百个保险库中导航。 @aave V4 构建中间路径。
2026-04-05 17:59:35
The Rollup
Parker Edwards of Framework shares his perspective on what Sky unlocks and why DeFi can finally compete with banks. https://twitter.com/therollupco/status/2040800183810760861/photo/1
中文: 框架公司的帕克·爱德华兹分享了他对Sky解锁内容以及为何DeFi最终能够与银行竞争的看法。
2026-04-05 14:34:14
The Rollup
"We've amplified 300+ companies this year. We diversified into multiple audience-specific accounts." "We probably have more builders than all other chains combined, we're just prolific." Vibhu, CPO at Solana, on how the distribution strategy actually works and the scale vs.… https://twitter.com/therollupco/status/2040739863956246545/video/1
中文: 今年我们已扩充了300多家公司。我们多元化为多个受众特定的账号。 我们的建筑商可能比所有其他链条加起来都多，只是产量很高。 维布，索拉纳的CPO，关于分销策略的实际运作方式以及规模对比。
2026-04-05 10:34:33
The Rollup
Muriel Medard of Optimum on post-quantum security and why it's about coding, not quantum computers https://twitter.com/therollupco/status/2040649696750846415/photo/1
中文: 穆里尔·梅达德(Muriel Medard)在《赛默默》中关于后量子安全以及其原因，而不是关于量子计算机的问题
2026-04-05 04:36:15
The Rollup
Debbie Soon of Privy shares her perspective on wallets as universal bank accounts and how they're getting more powerful. https://twitter.com/therollupco/status/2040593564577522124/photo/1
中文: Privy 的黛比·索恩分享了她对钱包作为通用银行账户的看法，以及它们如何变得越来越强大。
2026-04-05 00:53:12
The Rollup
RT @plumenetwork: The 60/40 portfolio has been dead for a while, according to @dgt10011. His Radical Portfolio Theory lays out the concept…
中文: RT @plumenetwork:根据@dgt10011的数据，60/40 产品组合已经暂时消亡。 他的激进投资组合理论提出了这一概念......
2026-04-04 23:58:55
The Rollup
Martin De Rijke of Maple on why permissionless finance will dominate for the same reasons the internet won. https://twitter.com/therollupco/status/2040552798471729215/photo/1
中文: 枫树的马丁·德·里克，谈到为何无许可的金融将因互联网获胜的原因而占据主导地位。
2026-04-04 22:11:13
The Rollup
RT @Etherealize_io: zkSync founder: “Ethereum is the only option” for institutions “Tempo is a venture by Stripe. Obviously Stripe, as a l…
中文: RT @Etherealize_io:zkSync 创始人:“Ethereum 是唯一的选择” Tempo 是 Stripe 的一项冒险项目。显然，作为一个......
2026-04-04 20:21:37
The Rollup
3.5% in T-bills. Great. 5% with monthly liquidity. Better. 6% with quarterly liquidity. That's where the demand is going. @HiltnerJim says @SuperstateInc is building the products to meet it. The yield curve is coming onchain. https://twitter.com/therollupco/status/2040520279634399272/video/1
中文: 3.5% 的T-bill。太棒了。 5%，月度流动性。更好。 6%，季度流动性。需求就在这里。 @HiltnerJim 表示，@SuperstateInc 正在打造产品以满足需求。收益率曲线即将上线。
2026-04-04 20:02:00
The Rollup
Is @AerodromeFi the Hyperliquid of Spot Markets? with @wagmiAlexander Timestamps: 00:00 Intro 01:21 Top 100 Token Reshuffle 03:15 Institutions & DeFi Builders 04:45 Tokenized Equities onchain 06:44 Composability & DeFi Primitives 07:43 AMMs vs. Order Books 08:58 AMMs Still… https://twitter.com/therollupco/status/2040463889251328458/video/1
中文: @AerodromeFi 是现货市场的超流动性吗?@wagmiAlexander 时间戳: 00:00 介绍 01:21 前100名代币洗牌 03:15 机构与机构;DeFi Builders 04:45 链上代币化股票 06:44 可制造性与放大器;DeFi 灵动 07:43 AMMs 对比订购书籍 08:58 AMMs 依然......
2026-04-04 16:17:55
The Rollup
RT @carlosdomingo: Good seeing my friends from the @therollupco in person!!
中文: RT @carlosdomingo:很高兴亲自@theroollupco见到我的朋友!
2026-04-04 15:45:16
The Rollup
RT @obexincubator: What does it take for DeFi to finally compete with the banks? To start, $1B. @parkeraedwards and @robbieklages on @t…
中文: RT @obexincubator:DeFi 最终与银行竞争需要什么? 起价10亿美元。 @parkeraedwards 和 @robbieklages 在 @t...
2026-04-04 15:04:55
The Rollup
Morpho CEO said out loud what everyone at DAS was thinking after the Resolv exploit: "No one wants to rely on DAO-managed risk management for their assets, they want control. They want control on risk, on compliance." If the protocol at the center of the curator crisis is… https://twitter.com/therollupco/status/2040414651180052481/video/1
中文: 莫尔福首席执行官在《解析》开发后，大声说出了DAS的每个人的想法: 没有人愿意依赖DAO管理的资产管理来管理他们的资产，他们想要控制权。他们希望在风险、合规方面得到控制。 如果策展人危机中心的协议是......
2026-04-04 13:02:16
The Rollup
Morpho CEO said out loud what everyone at DAS was thinking: "No one wants to rely on DAO-managed risk management." If the protocol at the center of the curator crisis is explicitly calling for institutional curators to bring regulated guardrails onchain, what does that tell… https://twitter.com/therollupco/status/2040414316373880849/video/1
中文: Morpho 首席执行官大声说出了 DAS 上每个人的想法: 没有人愿意依赖由DAO管理的风险管理。 如果策展人危机中心的协议明确要求机构策展人将受监管的护栏引入链上，那么这说明什么......
2026-04-04 13:00:56
The Rollup
The co-founder of Morpho said out loud what everyone at DAS was thinking: "No one wants to rely on DeFi DAO-managed risk management." If the protocol at the center of the curator crisis is explicitly calling for institutional curators to bring regulated guardrails onchain,… https://twitter.com/therollupco/status/2040413279919509599/video/1
中文: 莫福的联合创始人大声说出了DAS的每个人的想法: 没有人愿意依赖由德菲资产管理公司管理的风险管理。 如果策展人危机中心的协议明确要求机构策展人将受监管的护栏引入链上，那么
2026-04-04 12:56:49
The Rollup
"You can't throw out systematic risk management just because the technology is permissionless." Ryan Rasmussen on the lesson every vault protocol should learn from the Morpho incident. "You still need fences and guardrails." "As a steward of other people's capital, you're… https://twitter.com/therollupco/status/2040323638688153941/video/1
中文: 你不能仅仅因为技术没有许可就抛弃了系统性的风险管理。 瑞安·拉斯穆森谈到每道保险库协议都应从莫尔福事件中吸取的教训。 你仍然需要围栏和护栏。 作为他人资本的守护者，你是......
2026-04-04 07:00:37
The Rollup
The two onchain products that broke through to mainstream finance have one thing in common: they produce data that doesn't exist anywhere else. Polymarket generates real-time probability estimates that polls can't match. Hyperliquid offers weekend asset pricing that… https://twitter.com/therollupco/status/2040261708300558433/video/1
中文: 突破主流金融的两种链上产品有一个共同点:它们产生的数据在其他地方并不存在。 Polymarket 会生成民调无法匹配的实时概率估算。 Hyperliquid 提供周末资产定价服务，网址:
2026-04-04 02:54:32
The Rollup
Bitcoin has sold off during every weekend geopolitical crisis for years. This time it barely moved. James Seyffart thinks onchain perpetual contracts on oil and equities might be absorbing the selling pressure that used to hit BTC by default. https://twitter.com/therollupco/status/2040211411926712369/video/1
中文: 多年来，比特币在每个周末的地缘政治危机中都处于下跌状态。这次它几乎没动过。 詹姆斯·赛法特认为，石油和股票的永久合约可能正在承受过去对比特币违约的抛售压力。
2026-04-03 23:34:40
The Rollup
RT @plumenetwork: Want to win an election? "Anti-crypto is a losing political strategy," @hexonaut said at DAS. DAS cemented what many of…
中文: RT @plumenetwork:想赢得选举吗? 反加密是一种失败的政治策略，@hexonaut在DAS上表示。 DAS 巩固了许多......
2026-04-03 22:10:40
The Rollup
This ETF Market Is Being Overrun By Digital Assets with @JSeyff Research Analyst at @Bloomberg Timestamps 00:00 Intro 00:34 Adoption vs. Price Disconnect 03:55 Blackrock Tokenizing Every ETF 05:11 150 Crypto ETF Filings 07:15 Staked Ethereum ETF Breakdown 08:40 What Excites… https://twitter.com/therollupco/status/2040158091879030899/video/1
中文: 与@JSeyff Research分析师在@Bloomberg合作，这一ETF市场正被数字资产占据 时间戳 00:00 介绍 00:34 收养与价格脱节 03:55 黑石币对每只ETF的代币化 05:11 150 加密ETF文件 07:15 以太坊ETF的下跌 08:40 什么令人兴奋......
2026-04-03 20:02:48
The Rollup
This ETF Market Is Being Overrun By Digital Assets with @JSeyff Research Analyst at @Bloomberg 00:00 Intro 00:34 Adoption vs. Price Disconnect 03:55 Blackrock Tokenizing Every ETF 05:11 150 Crypto ETF Filings 07:15 Staked Ethereum ETF Breakdown 08:40 What Excites James Most… https://twitter.com/therollupco/status/2040157895979880749/video/1
中文: 与@JSeyff Research分析师在@Bloomberg合作，这一ETF市场正被数字资产占据 00:00 介绍 00:34 收养与价格脱节 03:55 黑石币对每只ETF的代币化 05:11 150 加密ETF文件 07:15 以太坊ETF的下跌 08:40 最让詹姆斯兴奋的是什么......
2026-04-03 20:02:01
The Rollup
Ryan Rasmussen on why vaults are the next ETF-scale opportunity: "Vaults are a multi-trillion dollar market over the long term." "ETFs went from zero to $20 trillion in 30 years." "Vaults are in the very low billions today. That's a tremendous amount of growth ahead." https://twitter.com/therollupco/status/2040117194768450042/video/1
中文: 瑞安·拉斯穆森谈到为何金库成为下一个ETF规模的机遇: 从长远来看，金库是一个价值数万亿美元的市场。 ETF在30年内从零增长到20万亿美元。 如今的保险库处于极低的数十亿。这是未来巨大的增长。
2026-04-03 17:20:17
The Rollup
"$10 billion in tokenized treasuries, but the number of people actually holding them is smaller than you'd think." "Distribution is the real bottleneck." William Peck on the real state of tokenized asset distribution and why the Invesco-SuperState deal is good for everyone. https://twitter.com/therollupco/status/2040085586971603197/video/1
中文: 100亿美元的代币化国债，但实际持有这些国债的人数比你想象的要少。 分销是真正的瓶颈。 威廉·佩克谈到代币化资产分配的真实现状，以及Invesco-Superstate交易为何对每个人都有利。
2026-04-03 15:14:41
The Rollup
RT @plumenetwork: What a night to kick off a new era of finance. Don't miss The Nest by @therollupco. Coming to you live from the Plume o…
中文: RT @plumenetwork:开启金融新时代的真晚。 不要错过@therollupco的《The Nest》。 从Plume到来，来到你身边......
2026-04-03 13:48:52
The Rollup
Hot take: actively managed crypto ETFs will capture more advisor capital than Bitcoin ETFs within five years. Here's the logic. Bitcoin ETFs solved one problem: getting Bitcoin exposure into a brokerage account. Actively managed crypto ETFs solve a bigger one: getting… https://twitter.com/therollupco/status/2039985861228450231/video/1
中文: 热度:在五年内，主动管理的加密货币ETF将比比特币ETF获得更多的顾问资本。 这就是逻辑。 比特币ETF解决了一个问题:将比特币进入经纪账户。 主动管理的加密货币ETF解决了一个更大的问题:获取......
2026-04-03 08:38:25
The Rollup
Reid Simon of @Figure shares what Figure is building with utility tokens and why public blockchains beat private credit. https://twitter.com/therollupco/status/2039912079314866310/photo/1
中文: @Figure 的里德·西蒙分享了“图 图 构建 实用 代币 的 什么 Figure 》，以及为什么公共区块链胜过私有信用。
2026-04-03 03:45:14
The Rollup
"Financial advisors don't want to pick the next Amazon of digital assets." "They want index exposure and to let someone else make that call." James Seyffart on why index products change the game and how financial advisors actually think about digital assets. https://twitter.com/therollupco/status/2039870629600469446/video/1
中文: 财务顾问们不想选择下一代数字资产亚马逊。 他们想要指数曝光，并让别人来打这个电话。 詹姆斯·赛弗特:指数产品为何改变游戏规则，以及财务顾问对数字资产的实际看法。
2026-04-03 01:00:31
The Rollup
CEO of @Zama, Rand Hindi, breaks down his thesis on the internet always winning and why FHE is what Ethereum needed all along. https://twitter.com/therollupco/status/2039836581993787724/photo/1
中文: @Zama 的首席执行官兰德·辛迪在互联网问题上始终胜于一地，并说明为何 FHE 始终是以太坊所需要的。
2026-04-02 22:45:14
The Rollup
Bloomberg analyst James Seyffart, says most of TradFi still thinks digital assets are a joke. Pranav Kanade says flows drive price and price drives narrative. If the narrative is controlled by people who refuse to update their thesis, what happens to the flywheel when they're… https://twitter.com/therollupco/status/2039798949049991609/video/1
中文: 彭博社分析师詹姆斯·塞法特表示，大多数TradFi公司仍然认为数字资产是个笑话。 普拉纳夫·卡纳德表示，资金流动推动了价格和价格的叙事。 如果叙述由拒绝更新论文的人控制，那么当飞轮发生时会发生什么......
2026-04-02 20:15:41
The Rollup
RT @plumenetwork: Optimizing real-world economic activity is the key to success. @PrimordialAA underlined the importance of getting the ar…
中文: RT @plumenetwork:优化现实世界的经济活动是成功的关键。 @PrimordialAA 强调了获得 AR 的重要性......
2026-04-02 19:48:53
The Rollup
A big thank you to everyone who joined us for The Nest Opening Happy Hour. 200+ curated investors, allocators, and leaders of digital assets 77 floors up to enjoy the Manhattan skyline. Welcome to the new era of The Rollup. https://twitter.com/therollupco/status/2039763077768327235/video/1
中文: 非常感谢所有加入我们的《The Nest Opening Hourpy Hour》。 超过200家精选投资者、代家及数字资产领军者，在77层，欣赏曼哈顿天际线。 欢迎来到The Rollup的新时代。
2026-04-02 17:53:09
The Rollup
"My base case is still dollar weakness. If the war resolves, I'd go back to leaning toward the dollar going lower and game on for gold." — @fejau_inc, Head of content at @Blockworks https://twitter.com/therollupco/status/2039742330366792131/video/1
中文: 我的基本情况仍然是美元疲软。如果战争解决，我会重新倾向于将美元兑美元推向黄金市场。——@fejau_inc，@Blockworks 的内容主管
2026-04-02 16:30:42
The Rollup
Johann Eid of @Chainlink shares his thoughts on the SVR integration and why the system breaking down drives adoption faster. https://twitter.com/therollupco/status/2039711758646931652/photo/1
中文: @Chainlink 的约翰·艾德分享了他对 SVR 集成的看法，以及系统分解为何会更快地推动采用。
2026-04-02 14:29:13
The Rollup
First you want the dollar. Then you want yield on the dollar. That's the entire stablecoin demand sequence. @hexonaut says @sparkdotfi captures it at the exact point where billions in value shift. https://twitter.com/therollupco/status/2039675587124494754/video/1
中文: 首先你想要美元。然后你就想对美元产生收益。 这就是整个稳定币需求的序列。 @hexonaut 表示，@sparkdotfi 会在价值转移数十亿美元的精确点上捕捉到它。
2026-04-02 12:05:29
The Rollup
RT @SuperstateInc: Every asset manager now has one question: To build tokenization in-house, or to plug into someone who has already solve…
中文: RT @SuperstateInc:现在每位资产管理公司都有一个问题: 建立内部代币化，或插入已经解决的问题......
2026-04-02 11:31:55
The Rollup
"Blockchain doesn't improve order books. Stablecoins on blockchains do." "That distinction is where the real innovation lives." Chip Dempsey, Co-founder of Hibachi, on what blockchain actually changes about trading infrastructure: "What blockchain improves is solvency… https://twitter.com/therollupco/status/2039635156915327354/video/1
中文: 区块链无法改善订单。区块链上的稳定币确实如此。 这种区别才是真正的创新所在。 希巴奇联合创始人奇普·邓普西，关于区块链在交易基础设施方面的实际变化: 区块链的提升是偿付能力......
2026-04-02 09:24:50
The Rollup
Most people think narrative drives price. Pranav Kanade says it's the opposite: flows drive price, price drives narrative. If you've been picking tokens based on which story sounds best instead of where the capital is actually moving, you've had the framework backwards this… https://twitter.com/therollupco/status/2039597049893560693/video/1
中文: 大多数人认为叙事会推动价格。 普拉那夫·卡纳德表示，情况恰恰相反:资金流动推动价格，价格推动叙事。 如果你一直在根据哪个故事听起来最好而不是资本实际移动的位置来选择代币，那么这个框架已经向后倾斜了......
2026-04-02 06:53:25
The Rollup
Alex Cutler delivers a forceful defense of AMMs against the "order books will win" thesis. "Coinbase had a great order book. They still went onchain and integrated AMMs." "That tells you everything about where trading infrastructure is headed." "I don't think there's any… https://twitter.com/therollupco/status/2039518998715392031/video/1
中文: 亚历克斯·卡特勒对AMMs的有力辩护，反对“订单书将胜诉”的论点。 Coinbase 拥有一本很棒的订单。他们仍然继续连接并集成了AMM。 这会告诉你有关贸易基础设施发展方向的方方面面。 我觉得没有......
2026-04-02 01:43:16
The Rollup
RT @chainlink: "We're going to be at the root of the next transformation, which is the tokenization of the whole world onchain” - @EidJohan…
中文: RT @chainlink:“我们将处于下一次转型的根基，即全球链币化”——@EidJohan...
2026-04-02 00:49:51
The Rollup
RT @OndoFinance: The most important question in tokenized finance isn't whether to tokenize. It's how. Ondo President @iandebode on why th…
中文: RT @OndoFinance:代币化金融中最重要的问题不在于是否进行代币化。就是这样。 翁多总统 @iandebode 说明原因
2026-04-02 00:49:44
The Rollup
RT @chainlink: "We're going to be at the root of the next transformation, which is the tokenization of the whole world onchain” - @EidJohan…
中文: RT @chainlink:“我们将处于下一次转型的根基，即全球链币化”——@EidJohan...
2026-04-02 00:49:11
The Rollup
RT @OndoFinance: Franklin Templeton ($1.7T AUM) on the tokenization opportunity: “The global ETF market is $30 trillion. Even if we get j…
中文: RT @OndoFinance:富兰克林·坦普尔顿(1.7万澳元)关于代币化机会: 全球ETF市场为30万亿美元。 即使我们得到了......
2026-04-01 23:47:51
The Rollup
Xavier Meegan of @Frachtisvc on why the infra days are over and what wins in the product era of crypto. https://twitter.com/therollupco/status/2039485282932633892/photo/1
中文: @Frachtisvc 的 Xavier Meegan 谈到为何将公司时代结束，以及在加密货币产品时代取得哪些胜利。
2026-04-01 23:29:17
The Rollup
Danny Sanders of Trezor shares his perspective on the AI attack landscape and why hardware wallets are the physical barrier agents can't cross. https://twitter.com/therollupco/status/2039444007705620808/photo/1
中文: 特雷佐尔的丹尼·桑德斯分享了他对人工智能攻击格局的看法，以及为何硬件钱包是无法跨越的物理屏障。
2026-04-01 20:45:17
The Rollup
Is Privacy the Last Unsolved Problem in Digital Assets? with @randhindi founder of @zama Timestamps: 00:00 Intro 00:37 Permissioned vs. Permissionless 01:11 Intranets Lost. So Will They. 02:07 FHE Beats ZK & TEEs 05:12 FHE & ZK Together? 06:30 Privacy on Ethereum L2s 07:31… https://twitter.com/therollupco/status/2039421234203492750/video/1
中文: 隐私是数字资产中最后一个未解决的问题吗?@randhindi 是 @zama 的创始人 时间戳: 00:00 介绍 00:37 已许可 对比无许可 01:11 内网丢失。他们会吗。 02:07 FHE Beats ZK & TEEs 05:12 FHE & ZK 一起? 06:30 以太坊L2的隐私 07:31...
2026-04-01 19:14:47
The Rollup
ICYMI: We were live from DAS NYC 2026. 2 days. 25+ speakers. Where the conversations shaping the future of institutional digital assets happened. https://twitter.com/therollupco/status/2039367467433103369/video/1
中文: ICYMI: 我们从DAS NYC 2026开始生活。 2天。25位以上演讲者。 影响机构数字资产未来的讨论发生在哪里。
2026-04-01 15:41:08
The Rollup
Pendle’s TN argues that "DeFi is Dead" is a retail hallucination. He says that in reality, we are entering a "Stringent Due Diligence" era where institutional capital is finally separating resilient protocols from the casualties. https://twitter.com/therollupco/status/2039350122841063613/video/1
中文: 彭德尔的TN认为“DeFi是死”是一种零售幻觉。 他说，实际上，我们正进入一个“严格的尽职调查”时代，机构资本最终将有韧性的协议与伤亡人员分开。
2026-04-01 14:32:13
The Rollup
RT @babylonlabs_io: @baby_fisherman sat down with @therollupco to break down Babylon. Over $10B in BTC activated with the Babylon Staking…
中文: RT @babylonlabs_io:@baby_fisherman 与 @therolorupco 坐下来分手。 超过100亿美元的比特币通过巴比伦赌注启动......
2026-04-01 11:54:29
The Rollup
RT @robbiek__: We've talked a lot about how tokenization can make markets more efficient. Theo from @BaillieGifford says run a fully onch…
中文: RT @robbiek__:我们已经就代币化如何提高市场效率进行了大量讨论。 来自@BaillieGifford的Theo表示，跑得完全一英寸......
2026-04-01 08:53:29
The Rollup
Martin de Rijke shares Maple's core lending strategy and lays out the properties that make over-collateralized lending the safest yield source in digital assets. 1. Over-collateralization. The collateral value exceeds the loan value at all times. 2. Custody. Maple holds the… https://twitter.com/therollupco/status/2039245501606822029/video/1
中文: 马丁·德·里克分享了Maple的核心贷款策略，阐述了使过度抵押贷款成为数字资产中最安全收益率来源的资产。 1。过度抵押。抵押品价值始终超过贷款价值。 2。监护权。枫木手持......
2026-04-01 07:36:29
The Rollup
William Reilly (@ChainlinkWill) says every exchange in the world will eventually have a prediction market bolted onto it. https://twitter.com/therollupco/status/2039213032832639341/video/1
中文: 威廉·赖利(@ChainlinkWill)表示，全球每一家交易所最终都会有一个预测市场被锁定。
2026-04-01 05:27:28
The Rollup
Stani Kulechov breaks down what Aave is building and why DeFi is funding the abundance economy. https://twitter.com/therollupco/status/2039183287839564216/photo/1
中文: 斯塔尼·库列霍夫对Aave正在建设的内容以及DeFi为何为富足经济提供资金进行了细分。
2026-04-01 03:29:16
The Rollup
"AI agents can't physically reach through the screen and swipe your hardware wallet." Danny Sanders, CCO of Trezor, on why hardware wallets become more important in the age of AI. https://twitter.com/therollupco/status/2039152142951276849/video/1
中文: 人工智能代理无法通过屏幕通过屏幕滑动硬件钱包。 丹尼·桑德斯，Trezor公司的CCO，关于为何硬件钱包在人工智能时代变得更加重要。
2026-04-01 01:25:31
The Rollup
William Reilly shares what @Chainlink is building for prediction markets and why privacy is the key to unlocking institutions. https://twitter.com/therollupco/status/2039124394463711483/photo/1
中文: 威廉·赖利分享了@Chainlink为预测市场所构建的内容，以及隐私为何是解锁机构的关键。
2026-03-31 23:35:15
The Rollup
How Institutions Are Being Forced to Tokenize with @TFGolden from @BaillieGifford. Timestamps: 00:00 Intro 00:54 Baillie Gifford Explained 02:07 Theo's Day-to-Day Role 03:41 Same But Better Framework 08:30 On-Chain vs. Off-Chain Risk 09:06 First Fully Native UK Fund 09:49… https://twitter.com/therollupco/status/2039088743550800270/video/1
中文: 机构如何被迫与@TFGolden进行代币化，来自@BaillieGifford。 时间戳: 00:00 介绍 00:54 贝利·吉福德解释 02:07 西奥的每日角色 03:41 相同但更好的框架 08:30 主场 对阵非链式风险 09:06 首个完全本土化英国基金 09:49...
2026-03-31 21:13:35
The Rollup
Philipp Zentner, CEO of https://li.fi/, explains how https://t.co/BhnqunZsOP is building crypto's SWIFT moment and why it starts with markets, not chains. https://twitter.com/therollupco/status/2039077838276395259/photo/1
中文: 首席执行官菲利普·赞特纳解释了 如何构建加密货币的 SWIFT 瞬间，以及它为何始于市场，而不是连锁。
2026-03-31 20:30:15
The Rollup
Goldman Sachs and JPMorgan are competitors. Public blockchains show every position to everyone. Why would either of them move a single dollar onchain without privacy guarantees? William Reilly explains why institutions won't go onchain without privacy. https://twitter.com/therollupco/status/2039048235705159880/video/1
中文: 高盛和摩根大通是竞争对手。公共区块链向每个人展示每一个位置。 为什么他们中的任何一方在没有隐私保障的情况下，都会移动一条单元链? 威廉·赖利解释了为何机构不会在没有隐私的情况下继续使用。
2026-03-31 18:32:37
The Rollup
"The era of 'figuring it out' is over." "We are moving into a phase where execution is the only metric that matters, and public accountability is the standard." Stani discusses the recent Aave quarterly call and the broader professionalization of the industry. https://twitter.com/therollupco/status/2039009960625856660/video/1
中文: “去掉它”的时代已经结束。 我们正进入一个执行唯一重要指标的阶段，而公共问责是标准。 斯塔尼讨论了近期的Aave季度电话会议以及行业更广泛的专业化。
2026-03-31 16:00:32
The Rollup
RT @robbiek__: I talked with Will from @Chainlink about where privacy in prediction markets is heading. He says private positions, private…
中文: RT @robbiek__:我与来自@Chainlink的Will讨论了预测市场隐私的走向。 他说私人职位，私人......
2026-03-31 13:32:53
The Rollup
"Aave V4 doesn't put your tokenized treasuries in the same risk pool as everything else, it builds them their own lane." Stani on how Aave V4 solves the risk problem institutions actually care about. "In V4, collateral can be isolated based on asset categories into different… https://twitter.com/therollupco/status/2038866751434195230/video/1
中文: Aave V4 不会将你的代币化国债与其他所有产品一样置于相同的风险池中，而是将它们打造成自己的通道。 斯塔尼谈到Aave V4如何解决机构真正关心的风险问题。 在V4中，抵押品可以根据不同的资产类别进行隔离......
2026-03-31 06:31:28
The Rollup
Privy’s @debsoon says users do not care what chain their stablecoins are on: "Today, Privy has over 120 million accounts." "We power Krakens Defi product, which I think at this point has over $150 million in deposits. That's like a really interesting setup where they have a… https://twitter.com/therollupco/status/2038803868796977307/video/1
中文: Privy的@debsoon表示，用户并不关心他们的稳定币在哪个链上: 如今，Privy 拥有超过 1.2 亿个账户。 我们为Krakens Defi产品提供动力，目前我认为其存款已超过1.5亿美元。这就像一个非常有趣的设置，他们有了一个......
2026-03-31 02:21:36
The Rollup
"Figure was not founded as a crypto company." .@reidlikeabook explains how Figure is bringing real credit onchain: "We can build a business better, cheaper, faster on blockchain... And right now we do about a billion in new loans every month." "It's all automated. APIs are… https://twitter.com/therollupco/status/2038789231615635631/video/1
中文: 图并非作为一家加密货币公司创立的。 .@reidlikeabook 解释了 Figure 如何带来真正的信用链: 我们可以在区块链上更好、更便宜、更快地建立业务......现在我们每月大约发放十亿笔新贷款。 都是自动化的。API 是......
2026-03-31 01:23:26
The Rollup
RT @andyyy: V4. https://twitter.com/andyyy/status/2038635380119916942/photo/1
2026-03-31 00:46:43
The Rollup
"If people say we're unhackable, it's not possible, it's not true. Normally everything is hackable. It's a factor of time, energy, effort, and cost." Andy asks Danny Sanders if AI makes security in digital assets easier or harder? "AI is collapsing the cost to break through… https://twitter.com/therollupco/status/2038769155730776560/video/1
中文: 如果人们说我们无法破解，那是不可能的，那也不是真的。通常一切都是可破解的。这是时间、精力、努力和成本的因素。 安迪问丹尼·桑德斯，人工智能是让数字资产的安全性变得更轻松还是更困难? 人工智能正在崩塌突破成本......
2026-03-31 00:03:39
The Rollup
"We aren't just eating legacy market share; we are building the most transparent credit market for the next $80 trillion of global value." "The banks of the industrial revolution funded railways and electricity." "The onchain credit markets of the next 50 years will fund the… https://twitter.com/therollupco/status/2038762928598384729/video/1
中文: 我们不仅在蚕食传统市场份额，而且正在为未来80万亿美元的全球价值打造最透明的信贷市场。 工业革命的银行资助了铁路和电力。 未来50年的链上信贷市场将为......提供资金支持:
2026-03-30 23:38:55
The Rollup
Stani breaks down the "Hub-and-Spoke" revolution of @aave V4: a three-tier risk engine that tranches the world's liquidity into Prime, Core, and Plus environments. He argues that the "Prime/Core/Plus" model is the only way to scale the ledger to institutional levels. https://twitter.com/therollupco/status/2038745646736306625/video/1
中文: 斯塔尼打破了@aave V4的“Hub-and-Spoke”革命:这是一款将全球流动性转化为Prime、Core和Plus环境的三层风险引擎。 他认为，将账本扩展到机构层面的唯一方法是“Prime/Core/Plus”。
2026-03-30 22:30:14
The Rollup
The most exciting thing about Aave V4 isn't the new code, it's the third-party developers. By opening the architecture, we are enabling an entire ecosystem to build new financial use cases on top of Aave’s deep liquidity. Stani Kulechov on why Aave V4 is more than just a… https://twitter.com/therollupco/status/2038730629097943162/video/1
中文: Aave V4 最令人兴奋的不是新代码，而是第三方开发者。 通过开放架构，我们使整个生态系统能够在Aave雄厚的流动性的基础上建立新的金融使用案例。 斯塔尼·库列霍夫谈到为何Aave V4不仅仅是一个......
2026-03-30 21:30:34
The Rollup
SPECIAL: Stani Kulechov on Why Aave V4 Is The Most Resilient DeFi In The World @StaniKulechov joins The Rollup live from DeFi Day in Cannes at EthCC to reflect on the V4 launch today & break down the hub-and-spoke architecture, how @Aave is positioning for RWAs and tokenized… https://twitter.com/therollupco/status/2038718882576298365/video/1
中文: 特别:斯坦尼·库列霍夫关于《为何Aave V4为何是世界上最有韧性的DeFi》 @StaniKulechov 在戛纳的 EthCC 参加 DeFi Day 的 The Rollup 直播，回顾今天和 amp;推出 V4 架构，以及 @Aave 如何为 RWA 定位并进行代币化......
2026-03-30 20:43:53
The Rollup
RT @ChainlinkToday: "It's not about finding use cases anymore." Chainlink Labs' @EidJohann sat down with @therollupco's @andyyy at @EthCC…
中文: RT @ChainlinkToday:“现在不再是寻找使用案例了。” Chainlink Labs 的 @EidJohann 与 @theroollupco 的 @andyy 在 @EthCC 上坐下来聊天......
2026-03-30 19:45:58
The Rollup
RT @robbiek__: DeFi Day in Cannes wrapped. https://twitter.com/robbiek__/status/2038675529209893221/photo/1
中文: RT @robbiek__:戛纳的DeFi日被包裹。
2026-03-30 19:40:50
The Rollup
RT @plumenetwork: DAS NYC is a wrap. @therollupco was LIVE on the floor, bringing you the best conversations shaping our industry. Make s…
中文: RT @plumenetwork:DAS NYC 是一个包装。 @therollupco 现场直播，为您带来塑造我们行业的最佳对话。 制作 s...
2026-03-30 19:38:53
The Rollup
Danny Sanders deconstructs the mechanics of domain-based phishing attacks. He explains the "Security Stack" as a hierarchy of risk: at the bottom is your hardware wallet. But as you move up the stack toward web front-ends, complexity explodes. Hackers are obsessed with these… https://twitter.com/therollupco/status/2038693110151061767/video/1
中文: 丹尼·桑德斯解构了基于域名的钓鱼攻击机制。 他将“安全栈”解释为风险等级:底部是你的硬件钱包。但当你向网络前端移动时，复杂性就会爆发。 黑客们对这些内容着迷......
2026-03-30 19:01:29
The Rollup
"Ethereum is the RWA side. It’s hard to break, everyone trusts it. But Tempo is different. It’s about distribution." "If a major payment giant gets even 10% of their volume onchain, that’s massive." "If I’m a founder building a user-facing product or an agentic payment flow,… https://twitter.com/therollupco/status/2038687844592480713/video/1
中文: 水痘是RWA的一侧。很难打破，每个人都信任它。但Tempo与众不同。这是关于分销的。 如果一家大型支付巨头获得其交易量的10%，那将是巨大的。 如果我是构建面向用户的产品或代理支付流程的创始人......
2026-03-30 18:40:33
The Rollup
Chainlink went from zero to 10-20% of all Polymarket volume in six months. William Reilly explains how. "This isn't just about 'up-down' bets." "It’s about providing the millisecond-frequency data that allows thousands of traders to hedge their books in real-time." "We've… https://twitter.com/therollupco/status/2038671591794471370/video/1
中文: 六个月内，链式链电流量从全波利市场的零位降至10%至20%。威廉·赖利解释了如何。 这不仅仅是关于“低点”的赌注。 这是关于提供毫秒频率数据，使成千上万的交易者能够实时对账进行对冲。 我们有......
2026-03-30 17:35:58
The Rollup
Martin de Rijk shares Maple's core lending strategy and lays out the properties that make over-collateralized lending the safest yield source in digital assets. 1. Over-collateralization. The collateral value exceeds the loan value at all times. 2. Custody. Maple holds the… https://twitter.com/therollupco/status/2038655724910199098/video/1
中文: 马丁·德·里克分享了梅普尔的核心贷款策略，阐述了使过度抵押贷款成为数字资产中最安全收益率来源的资产。 1。过度抵押。抵押品价值始终超过贷款价值。 2。监护权。枫木手持......
2026-03-30 16:32:55
The Rollup
"Legacy private credit is a black box until it’s too late." @MartindRijke on why @maplefinance has zero private credit exposure, how the private credit crunch is driving allocators onchain, and why Maple offers "the best of Bitcoin and the best of private credit" in one product. https://twitter.com/therollupco/status/2038649703617667215/video/1
中文: 私人贷款是一个黑盒，直到为时已晚。 @MartindRijke 谈到为什么 @maplefinance 没有私人信用风险敞口，私信紧缩如何推动了品牌业务，以及为什么 Maple 能提供“最佳的比特币和最优惠的私人信贷”。
2026-03-30 16:09:00
The Rollup
"Tokenization is just unitization on steroids." Theo Golden’s breakdown of the Direct Issuance vs. Wrapper debate and the future of onchain shareholder registers. Theo argues that institutions are "forced buyers" of the Direct Issuance Model. They need the ability to vote on… https://twitter.com/therollupco/status/2038642730536972420/video/1
中文: 代币化只是对类固醇的统一。 西奥·戈尔登对直接发行的细分。讨论讨论及公司股东未来的注册。 西奥认为，机构是直接发行模式的“强制购买者”。 他们需要投票的能力......
2026-03-30 15:41:17
The Rollup
A $300 billion asset manager that invested early in SpaceX, Tesla, and Anthropic is now building fully native tokenized funds. Theo Golden from Baillie Gifford explains why. "With crypto, we're looking to almost disrupt ourselves. Bring that innovation in-house." Baillie… https://twitter.com/therollupco/status/2038634262266527799/video/1
中文: 一家早期投资SpaceX、特斯拉和Anthropic的3000亿美元资产管理公司，目前正在构建完全原生的代币化基金。 贝利·吉福德的西奥·戈尔登解释了原因。 使用加密货币，我们几乎要颠覆自己。将这种创新带入内部。 贝利......
2026-03-30 15:07:38
The Rollup
"The growth we saw during the first wave of onchain finance will be 1000x’d by the next." "We aren't just moving data; we are orchestrating the entire legacy financial system on the ledger." Johann Eid visualizes where Chainlink and the industry stands by the end of the… https://twitter.com/therollupco/status/2038628291196649650/video/1
中文: 我们在第一波链式金融中看到的增长将比下一波增长1000倍。 我们不仅仅是在移动数据，而是将整个传统金融体系都在按账分类账。 约翰·艾德在《Chainlink》和《The Tree》的结尾展现了矗立的位置......
2026-03-30 14:43:55
The Rollup
Stani Kulechov is LIVE with The Rollup in Cannes. Tune in. https://twitter.com/therollupco/status/2038627193283088546/photo/1
中文: 斯坦妮·库列霍夫在戛纳与The Rollup合影。 收听。
2026-03-30 14:39:33
The Rollup
Contrary to common belief, Europe isn't behind on digital assets. Johann Eid on why DeFi is disproportionately European and why that's not a coincidence. European regulation compressed innovation energy for years. Permissionless DeFi was the one outlet. The result: Aave,… https://twitter.com/therollupco/status/2038621295735120086/video/1
中文: 与普遍看法相反，欧洲在数字资产方面并不落后。 约翰·艾德就德菲为何过于欧洲而非其中，以及为何这并非巧合。 欧洲监管多年来压缩了创新能源。无许可的DeFi是其中的一个出口。 结果:Aave，......
2026-03-30 14:16:07
The Rollup
"We are moving from a phase of adoption to a phase of sustainability." "SVR isn't just a feature; it’s the foundation that ensures onchain markets can last for the next 30 years." Johann Eid on why the Aave x Chainlink SVR integration is a "match made in heaven." https://twitter.com/therollupco/status/2038612380188328214/video/1
中文: 我们正在从采用阶段转向可持续发展的阶段。 SVR不仅仅是一个功能，它是确保链上市场能够持续未来30年的基础。 约翰·艾德谈到为何Aave x Chainlink SVR集成是“天堂制造的一对”。
2026-03-30 13:40:41
The Rollup
Is the era of "Wrapped Bitcoin" coming to an end? Fisher Yu reveals Babylon’s roadmap to dismantle the need for "wrapped" assets by integrating Near Intents for native liquidation. and scaling sovereign-native collateral into insurance and credit markets. https://twitter.com/therollupco/status/2038601760021848279/video/1
中文: “被包裹的比特币”时代即将结束吗? 费舍尔·余揭示了巴比伦公司通过整合“近意图”进行本地清算，并将主权原生抵押品扩展至保险和信贷市场，从而消除对“被交易”资产需求的路线图。
2026-03-30 12:58:29
The Rollup
"Aave is the largest and safest hub. That’s why we’re here." "Our goal is simple: make the world's most secure asset productive." "We’ve built the first trustless protocol to turn sovereign-native collateral into liquidity on Aave." Fisher Yu shares the "Alpha" on Babylon’s… https://twitter.com/therollupco/status/2038591329702162809/video/1
中文: Aave 是最大且最安全的枢纽。这就是我们来这儿的原因。 我们的目标很简单:让世界上最安全的资产实现生产。 我们建立了首个无信任协议，旨在将主权原生抵押品转化为Aave的流动性。 费舍尔·尤在《巴比伦》上分享了“阿尔法”的歌曲......
2026-03-30 12:17:02
The Rollup
Rob (@robbiek__) sat down with @randhindi to discuss the "Neutral Infrastructure" thesis proposed by @gluk64 of @zksync. Rand argues that while public chains are neutral, their total transparency is a massive liability for large-scale allocators. If a VC moves a portfolio… https://twitter.com/therollupco/status/2038587048894800132/video/1
中文: 罗布(@robbiek__)与@randhindi坐下来讨论由@zksync的@gluk64提出的“中立基础设施”论文。 兰德认为，尽管公共链条是中立的，但其完全透明性对大规模分配者而言是巨大的负担。 如果风险投资公司会移动投资组合......
2026-03-30 12:00:02
The Rollup
Rob (@robbiek__) sat down with @randhindi to discuss the "Neutral Infrastructure" thesis proposed by @gluk64 of @zksync. Rand argues that while public chains are neutral, their total transparency is a massive liability for large-scale allocators. If a VC moves a portfolio…
中文: 罗布(@robbiek__)与@randhindi坐下来讨论由@zksync的@gluk64提出的“中立基础设施”论文。 兰德认为，尽管公共链条是中立的，但其完全透明性对大规模分配者而言是巨大的负担。 如果一家风险投资公司会移动一个投资组合......
2026-03-30 11:32:11
The Rollup
Rand Hindi declares TEE-based infrastructure "dead" for institutions and says FHE is the only path to achieving atomic composability with quantum-resistant privacy. https://twitter.com/therollupco/status/2038569888206209172/video/1
中文: 兰德·印迪宣布，基于TEE的基础设施对各机构而言“已经消亡”，并称FHE是实现具有量子抗性隐私的原子可受性的唯一途径。
2026-03-30 10:51:50
The Rollup
"In the 90s, every company had an Intranet because the Internet wasn't secure." "Today, Intranets are dead. Permissioned blockchains are facing the exact same extinction event." "The only reason institutions use private networks is a lack of privacy on public ones." "Once… https://twitter.com/therollupco/status/2038562903842824415/video/1
中文: 90年代，每家公司都有内网，因为互联网不安全。 如今，内网已消亡。已授权的区块链正面临完全相同的灭绝事件。 机构使用私人网络的唯一原因是公共网络缺乏隐私。 一次......
2026-03-30 10:24:05
The Rollup
LIVE from DeFi Day at @EthCC [9] in Cannes🇫🇷 After a week of policy in DC, followed by institutional allocators in NYC, we're hosting natives of the onchain landscape to talk DeFi lending, liquidity, credit, and how DeFi is evolving for institutional scale. Joined by founders,…
中文: 实时直播:DeFi Day @EthCC[9]在戛纳🇫🇷 在华盛顿特区实施为期一周的政策后，纽约市的机构分配者将参与托管，共同关注区块链领域的本地人，讨论DeFi借贷、流动性、信贷以及DeFi如何在机构规模上的发展。 由创始人加入......
2026-03-30 09:34:45
The Rollup
🟣 LIVE From DeFi Day In Cannes At EthCC[9] https://x.com/i/broadcasts/1vJpPrBNEpMJE
中文: 🟣 在戛纳EthCC举行的DeFi日直播[9]
2026-03-30 09:32:54
The Rollup
Gm Cannes. See you on the show 🇫🇷 https://twitter.com/therollupco/status/2038534202438595022/photo/1
中文: 戛纳 在节目中见 🇫🇷
2026-03-30 08:30:02
The Rollup
Bryan Pellegrino of LayerZero on why transaction costs determine what's possible onchain. https://twitter.com/therollupco/status/2038408941630062902/photo/1
中文: LayerZero 的布莱恩·佩莱格里诺:交易成本决定链上可能的原因。
2026-03-30 00:12:18
The Rollup
Pranav Kanade of VanEck shares his perspective on what creates lasting value in crypto. https://twitter.com/therollupco/status/2038378491272401096/photo/1
中文: 范埃克的普拉瓦夫·卡纳德分享了他对加密货币创造持久价值的看法。
2026-03-29 22:11:18
The Rollup
DeFi Day in Cannes tomorrow, March 30th. Stacked lineup full of brilliant minds in one space. Live on The Rollup. See you on the show. https://twitter.com/therollupco/status/2038338580423070031/video/1
中文: 戛纳的DeFi日，即明天，3月30日。 堆叠的阵容，心中充满了才华横溢的头脑。 在卷轴上生活。在节目中见。
2026-03-29 19:32:42
The Rollup
How 24/7 Trading Brought Mainstream Attention To Hyperliquid with @HypeStrat CEO @dschamis Timestamps: 00:00 Intro 01:01 What Is Hyperliquid Strategies? 02:11 Why the World Needed a Hype DAT 03:25 The $888M Raise Explained 06:00 Why Most DATs Are Underwater 07:10 How the… https://twitter.com/therollupco/status/2038307632495185995/video/1
中文: 与@HypeStrat首席执行官@dschamis合作，24小时交易如何引起对超级液体的关注 时间戳: 00:00 介绍 01:01 什么是超液体液策略? 02:11 为什么世界需要炒作 03:25 8.88亿美元的加薪说明 06:00 为什么大多数 DAT 都处于水下 07:10 如何......
2026-03-29 17:29:44
The Rollup
Austin Campbell delivers a brutal reality check on the "Trilemma of Compliance." He argues that you cannot have permissionlessness, smart contracts, and real-world assets simultaneously without a federal judge eventually "rugging" the system. "In the US legal system, asset… https://twitter.com/therollupco/status/2038283979841835436/video/1
中文: 奥斯汀·坎贝尔对“合规三重”进行了残酷的现实调查。 他认为，如果没有联邦法官最终“操纵”该系统，就不可能同时拥有无许可、智能合约和真实资产。 在美国法律体系中，资产......
2026-03-29 15:55:44
The Rollup
William Peck of WisdomTree shares his thoughts on improving tokenization UX. https://twitter.com/therollupco/status/2038254814979641835/photo/1
中文: WisdomTree的威廉·佩克分享了他对改进代币化用户体验的看法。
2026-03-29 13:59:51
The Rollup
RT @robbiek__: I asked Jeff, CIO at ProCap, why private credit is missing from his radical portfolio theory. He explains the whole catego…
中文: RT @robbiek__:我问了ProCap的首席信息官杰夫，为什么他激进的投资组合理论中缺少了私人信用。 他解释了整个原因......
2026-03-29 09:49:36
The Rollup
Jeff Park of ProCap Financial on private credit VS Bitcoin volatility. https://twitter.com/therollupco/status/2038158284813721760/photo/1
中文: ProCap金融公司的杰夫·帕克就私人信贷对比特币的波动性进行调查。
2026-03-29 07:36:16
The Rollup
Felix Jauvin of Blockworks shares his perspective on dollar dominance in global markets. https://twitter.com/therollupco/status/2038066423612735797/photo/1
中文: Blockworks 的费利克斯·乔文分享了他对美元在全球市场主导地位的看法。
2026-03-29 01:31:15
The Rollup
"Throughput has been entirely commoditized." Bryan Pellegrino declares the death of "base fee" revenue. He says that the next era of protocol value is driven entirely by high-intensity economic activity and state contention. "The real game is priority fees, state contention,… https://twitter.com/therollupco/status/2038030008506032568/video/1
中文: 吞吐量已完全商品化。 布莱恩·佩莱格里诺宣布“基本费用”收入死亡。 他说，协议价值的下一个时代完全由高强度的经济活动和国家竞争所驱动。 真正的游戏是优先费用，州级竞争......
2026-03-28 23:06:33
The Rollup
RT @aave: We have a stacked agenda for DeFi Day Cannes on March 30th. 📍 Palais des Festivals et des Congrès, the @EthCC venue. Hosted wit…
中文: RT @aave:我们为3月30日戛纳DeFi日活动制定了大量议程。 📍 节日节和会议中心，@EthCC 的举办地。 托管机智......
2026-03-28 22:59:02
The Rollup
Vibhu Norby of Solana on what made Solana's infrastructure resilient. https://twitter.com/therollupco/status/2037998993381187637/photo/1
中文: 索拉纳的维布·诺比谈到了使索拉纳的基础设施具有韧性的原因。
2026-03-28 21:03:18
The Rollup
Sam MacPherson on the biggest risk to stablecoin growth and why anti-digital-assets politics is a losing strategy. "The biggest risk is probably some sort of political backlash going the other way with the 2028 election. However, I actually don't think this is likely." https://twitter.com/therollupco/status/2037969610775953702/video/1
中文: 萨姆·麦克弗森谈到稳定币增长面临的最大风险，以及为何反数字资产政治是一种失败的策略。 最大的风险可能是，随着2028年大选的举行，政治上的强烈反对将走向另一种方向。然而，我实际上认为这不太可能。
2026-03-28 19:06:33
The Rollup
Jeff Park's shares a hot take on the future of investing. https://twitter.com/therollupco/status/2037954434194448555/photo/1
中文: 杰夫·帕克对投资的未来有着热度。
2026-03-28 18:06:15
The Rollup
Jim Hiltner of Superstate breaks down his thesis on asset liability management onchain. https://twitter.com/therollupco/status/2037931293795574135/photo/1
中文: 超级州的吉姆·希尔特纳就资产负债管理问题进行了细分。
2026-03-28 16:34:18
The Rollup
Jeff Park (@dgt10011) on Why the 60/40 Portfolio Is Already Over. Timestamps: 00:00 Intro 01:03 Breaking Down STRC 03:53 Bitcoin vs. Gold in Uncertain Times 05:40 Seller Exhaustion and Bitcoin's Setup 06:16 The Radical Portfolio Theory Explained 09:16 What the Portfolio… https://twitter.com/therollupco/status/2037901185256951811/video/1
中文: 杰夫·帕克(@dgt10011)在《60/40投资组合已经结束》中说道。 时间戳: 00:00 介绍 01:03 分解STRC 03:53 比特币 vs.不确定时期的黄金 05:40 卖家精疲力竭与比特币的设置 06:16 激进投资组合理论解释 09:16 作品集......
2026-03-28 14:34:39
The Rollup
Jeff Park (@dgt10011) on Why the 60/40 Portfolio Is Already Over. Timestamps: 00:00 Intro 01:03 Breaking Down STRC 03:53 Bitcoin vs. Gold in Uncertain Times 05:40 Seller Exhaustion and Bitcoin's Setup 06:16 The Radical Portfolio Theory Explained 09:16 What the Portfolio… https://twitter.com/therollupco/status/2037901143360016817/video/1
中文: 杰夫·帕克(@dgt10011)在《60/40投资组合已经结束》中说道。 时间戳: 00:00 介绍 01:03 分解STRC 03:53 比特币 vs.不确定时期的黄金 05:40 卖家精疲力竭与比特币的设置 06:16 激进投资组合理论解释 09:16 作品集......
2026-03-28 14:34:29
The Rollup
Jeff Park (@dgt10011) on Why the 60/40 Portfolio Is Already Over. Timestamps: 00:00 Intro 01:03 Breaking Down STRC 03:53 Bitcoin vs. Gold in Uncertain Times 05:40 Seller Exhaustion and Bitcoin's Setup 06:16 The Radical Portfolio Theory Explained 09:16 What the Portfolio… https://twitter.com/therollupco/status/2037901113337241630/video/1
中文: 杰夫·帕克(@dgt10011)在《60/40投资组合已经结束》中说道。 时间戳: 00:00 介绍 01:03 分解STRC 03:53 比特币 vs.不确定时期的黄金 05:40 卖家精疲力竭与比特币的设置 06:16 激进投资组合理论解释 09:16 作品集......
2026-03-28 14:34:22
The Rollup
Jeff Park (@dgt10011) on Why the 60/40 Portfolio Is Already Over Timestamps: 00:00 Intro 01:03 Breaking Down STRK 03:53 Bitcoin vs. Gold in Uncertain Times 05:40 Seller Exhaustion and Bitcoin's Setup 06:16 The Radical Portfolio Theory Explained 09:16 What the Portfolio Actually… https://twitter.com/therollupco/status/2037898101747298801/video/1
中文: 杰夫·帕克(@dgt10011)，关于《60/40投资组合已经结束》 时间戳: 00:00 介绍 01:03 突破 强 03:53 比特币 vs.不确定时期的黄金 05:40 卖家精疲力竭与比特币的设置 06:16 激进投资组合理论解释 09:16 投资组合实际上是什么......
2026-03-28 14:22:24
The Rollup
Austin Campbell of Zero Knowledge shares his perspective on bridging legacy finance and digital asset risk management. https://twitter.com/therollupco/status/2037745318855393700/photo/1
中文: Zero Knowledge的奥斯汀·坎贝尔分享了他对传统金融与数字资产风险管理过渡的看法。
2026-03-28 04:15:18
The Rollup
We asked @vaneckpk if he's bullish on Bittensor subnets and the decentralized intelligence thesis. His answer went somewhere different. "The category that's interesting is censorship resistance and privacy. Crypto can uniquely offer access to the best inference models while… https://twitter.com/therollupco/status/2037717561320644944/video/1
中文: 我们询问了@vaneckpk，他是否看好Bittensor子网和去中心化的情报论文。 他的回答有所不同。 有趣的是，审查制度和隐私保护。加密货币可以独具获取最佳推理模型的访问权限，同时提供......
2026-03-28 02:25:00
The Rollup
Santiago Santos of Inversion shares his perspective on the real benefactors of crypto. https://twitter.com/therollupco/status/2037681647278010678/photo/1
中文: Inversion的圣地亚哥·桑托斯分享了他对加密货币真正受益者的看法。
2026-03-28 00:02:17
The Rollup
Is it time to worry about the lack of "crypto" hype? @dgt10011’s answer: No, it’s time to get excited. High apathy often follows seller exhaustion. When the marginal seller is gone and the news flow fails to trigger a drawdown, you hit an indifference curve. This is… https://twitter.com/therollupco/status/2037666965527949488/video/1
中文: 是时候担心缺乏“加密”炒作了吗? @dgt10011 的回答:不，是时候兴奋了。 高冷漠常常是在卖家疲惫之后发生的。当边际卖方消失且新闻流动未能引发下跌时，你就会遭遇冷漠的曲线。 这是......
2026-03-27 23:03:57
The Rollup
"The lines between what was a standalone fintech, Silicon Valley startup and crypto are converging. They're one." "I go out and talk to a lot of venture funds. Are you seeing quality deals? And they sort of say the same thing." "I haven't come across a team that I'm like, shit,… https://twitter.com/therollupco/status/2037645536551911516/video/1
中文: 独立金融科技、硅谷初创企业与加密货币之间的界限正在趋同。他们是其中之一。 我出去和很多风险投资公司谈一谈。你看到优质优惠了吗?他们也说同样的话。 我还没遇到一个我喜欢的团队，糟了......
2026-03-27 21:38:48
The Rollup
Andy asked Pranav Kanade what a winning portfolio looks like for the next year. Pranav argues that we must accept a new world order: AI is the dominant platform. The "pure-play" ledger businesses we bet on five years ago are being replaced by AI-native companies that simply… https://twitter.com/therollupco/status/2037629438091817198/video/1
中文: 安迪问普拉纳夫·卡纳德，明年的中奖投资组合会是什么样子。 普拉纳夫认为，我们必须接受一种新的世界秩序:人工智能是主导平台。 五年前我们下注的“纯程序”账本业务正被人工智能原生企业所取代，这些公司仅以此为由......
2026-03-27 20:34:50
The Rollup
"I know it's popular to call these digital credits. But preferred equities are not credit instruments in the eyes of the court, in the eyes of bankruptcy." @dgt10011 dissects the STRC "Accumulation Engine." He reveals how Michael Saylor is utilizing "Pre-Preferred" equities to… https://twitter.com/therollupco/status/2037615387949584449/video/1
中文: 我知道将这些数字学分称为流行。但在破产的眼中，优先股并非信贷工具。 @dgt10011 会分析 STRC 的“累积引擎”。 他揭示了迈克尔·赛勒如何利用“优先股”来......
2026-03-27 19:39:00
The Rollup
Robbie asks Bitwise’s Head of Research why trust and brand matter in vault curation: “One thing that’s unique about Bitwise... is that we have established relationships with many of the current allocators to crypto.” “A lot of these institutions and investors want to leverage… https://twitter.com/therollupco/status/2037600961682719124/video/1
中文: 罗比问比特威斯研究主管，为什么信任和品牌在保险库管理中很重要: Bitwise 的独特之处在于，我们已与许多当前的加密货币分配者建立了关系。 许多这些机构和投资者都希望利用......
2026-03-27 18:41:40
The Rollup
.@HiltnerJim says onchain treasuries are moving beyond T-bills: "If you run a billion dollar portfolio and you don't need to have all of your assets liquid tomorrow, why not earn 6% in something that has quarterly liquidity or something with 5% with monthly liquidity?" “We very… https://twitter.com/therollupco/status/2037588541820043526/video/1
中文: 。@HiltnerJim 表示，链上国债正在超越 T 法案: 如果你经营着一个十亿美元的投资组合，而明天不需要全部资产都处于流动性中，那么为什么不以季度流动性或5%、月度流动性的资产来赚取6%呢? 我们非常......
2026-03-27 17:52:19
The Rollup
Unpopular opinion: "Meme coins" are the best infrastructure developers we have. Vibhu explains that the chaos of retail trading is what forced Solana to build DeFi infrastructure that doesn't break under load. "We survived the Trump coin launch, which is the single… https://twitter.com/therollupco/status/2037559515407598023/video/1
中文: 不受欢迎的观点:“Meme coins”是我们拥有的最优秀的基础设施开发商。 维布解释说，零售交易的混乱正是迫使索拉纳建设不承受负担的DeFi基础设施的原因。 我们熬过了特朗普的硬币发行，这是一首单曲......
2026-03-27 15:56:59
The Rollup
Andy asked who benefits most from tokenization. The audience said exchanges, oracles, DeFi. Austin Campbell says the biggest winner from tokenization might be you. "For market innovation and efficiency, the end winner is usually the consumer. It may be that the profits don't… https://twitter.com/therollupco/status/2037539970592776306/video/1
中文: 安迪问谁最受益于代币化。观众表示交流、声乐、德菲。 奥斯汀·坎贝尔表示，代币化最大的赢家可能就是你。 为了市场创新和效率，最终的赢家通常是消费者。可能是利润没有......
2026-03-27 14:39:19
The Rollup
How did 12 people build one of crypto’s biggest platforms? Andy asks @dschamis, CEO of @HypeStrat, how Hyperliquid scales with only 12 people: “It’s not totally fair to say it’s 12 people. They made the conscious decision to have other people in the ecosystem doing different… https://twitter.com/therollupco/status/2037330265274470537/video/1
中文: 12人是如何构建加密货币最大的平台之一的? 安迪问@dschamis，@HypeStrat 的首席执行官，Hyperliquid 是如何在只有12人的情况下进行扩展的: 说有12人是完全公平的。他们有意识地决定让生态系统中的其他人做不同的事......
2026-03-27 00:46:01
The Rollup
Is $40 per token actually "cheap" for a protocol taking on Binance? @dschamis, CEO of @HypeStrat, breaks down the $50B Hyperliquid bull case. He frames it as a triple-threat protocol capturing market share from legacy exchanges, prediction markets, and the multi-trillion… https://twitter.com/therollupco/status/2037319941867630831/video/1
中文: 每枚40美元的代币对于与币安的协议而言真的“便宜”吗? @dschamis，@HypeStrat 的首席执行官，对价值 500 亿美元的 Hyperlid bull 案进行了细分。 他将其描述为一种三重威胁协议，从传统交易所、预测市场以及数万亿市场获取市场份额......
2026-03-27 00:05:00
The Rollup
.@dschamis says HIP-3 skeptics started believing once they saw it live: "Since mid January, which is when the HIP-3 thing really started to be real. Bitcoin and Ethereum went one way and Hyperliquid went another way. And it's really obvious when you look at that graph."… https://twitter.com/therollupco/status/2037299691071697220/video/1
中文: @dschamis 表示，一旦看到HIP-3的怀疑者能够实时看到，他们就开始相信: 从一月中旬开始，HIP-3 的事情就开始变得真实了。比特币和以太坊走了一条路，而超级液体也走了另一道路。而且当你看那张图表时，这一点就很明显了。......
2026-03-26 22:44:32
The Rollup
.@dschamis says HIP-3 skeptics started believing once they saw it live: "Since mid January, which is when the HIP-3 thing really started to be real. Bitcoin and Ethereum went one way and Hyperliquid went another way. And it's really obvious when you look at that graph." "The… https://twitter.com/therollupco/status/2037298923874951188/video/1
中文: @dschamis 表示，一旦看到HIP-3的怀疑者能够实时看到，他们就开始相信: 从一月中旬开始，HIP-3 的事情就开始变得真实了。比特币和以太坊走了一条路，而超级液体也走了另一道路。而且当你看到那个图表时，这一点就很明显了。
2026-03-26 22:41:29
The Rollup
"In a world of complex derivatives, the Perp is the superior contract." "It removes the 'volatility tax' that legacy banks use to outsmart retail traders." David Schamis argues that "Perpetual Equities" will dominate the 2030 landscape by replacing complex, high-IQ options… https://twitter.com/therollupco/status/2037291611407700261/video/1
中文: 在复杂衍生品的世界中，Perp 是更优越的合约。 它取消了传统银行用来超越零售交易员的“波动性税”。 大卫·沙米斯认为，“永久股票”将通过取代复杂、高智商的选项来主导2030年的格局......
2026-03-26 22:12:25
The Rollup
"The world probably doesn't need another Michael Saylor knockoff, right? Bitcoin probably doesn't need another DAT." David Schamis explains why Hyperliquid needed a DAT: "Look at Hyperliquid, there's a scarcity value, it is not easily traded in the United States. It's only… https://twitter.com/therollupco/status/2037278261517181367/video/1
中文: 这个世界可能不需要再一次迈克尔·赛勒的击球了，对吧?比特币可能不需要另一个DAT。 大卫·沙米斯解释了为何超级液体需要使用DAT: 看看超级液体，它具有稀缺价值，在美国交易并不容易。仅限......
2026-03-26 21:19:23
The Rollup
What is the biggest driver of the next bull market? For Zach Pandl the answer is macro harmony and AI complementarity. Forget regulatory clarity for a moment, the real valuation driver is the Federal Reserve's stance on risk and the market's realization that public… https://twitter.com/therollupco/status/2037272165511209165/video/1
中文: 下一次牛市的最大驱动因素是什么? 对扎克·潘德尔来说，答案在于宏观和谐与人工智能的互补性。 暂时忘记监管的明确性，真正的估值驱动因素在于美联储对风险的立场以及市场对公众的认识......
2026-03-26 20:55:09
The Rollup
"What you're seeing from institutions is a 'if you can't beat them, join them' sort of mindset." "They have realized that the train has left the station and they better get on board or it'll cost them down the road." @LowBeta, Head of Research at @grayscale says institutions… https://twitter.com/therollupco/status/2037265220289388627/video/1
中文: 你从机构中看到的是一种“如果你无法战胜它们，就加入他们”的心态。 他们意识到火车已经离开车站，最好上车，否则会让他们在路上花费。 @LowBeta，@grayscale 研究主管表示，各机构......
2026-03-26 20:27:33
The Rollup
Are we "trading away" the soul of the industry for Wall Street approval? Rob suggests the old guard is being left behind as tokenization takes over. But Grayscale’s Zach Pandl argues that the cypherpunk pillars (permissionlessness and censorship resistance) are the only… https://twitter.com/therollupco/status/2037251580597330018/video/1
中文: 我们是否正在“交易”行业的灵魂以获得华尔街的认可? 罗布表示，随着代币化的接管，这位老后卫正被抛在后面。 但格雷斯卡尔的扎克·潘德尔认为，只有网络朋克支柱(无许可和抵制审查)。
2026-03-26 19:33:21
The Rollup
The reason the previous regime never gave clear guidance is because they wanted to keep the industry in a state of perpetual uncertainty. By passing the Clarity Act, we take that power away from the regulators and put it back into the hands of the law. Sam Kazemian on why the… https://twitter.com/therollupco/status/2037237542408647091/video/1
中文: 前政权从未给出明确指引的原因是，他们希望让行业处于一种持续不确定的状态。 通过《明确法案》，我们将这一权力从监管机构手中夺走，并重新交由法律掌握。 萨姆·卡泽曼谈到原因......
2026-03-26 18:37:34
The Rollup
"DC wants to ban passive yield? Fine. We’ll turn it into activity-based cash-back rebates." "It’s the same risk-free return, but now it’s officially tax-free." Sam Kazemian goes deeper on the stablecoin yield resolution. His political read: take the half-W, half-L on yield… https://twitter.com/therollupco/status/2037227487881461798/video/1
中文: DC 想要禁止被动收益率?很好。我们将将其转化为基于活动的返现返现。 这是同样的无风险回报，但现在正式免税。 萨姆·卡泽米安在稳定币收益率决议方面走得更远。 他的政治解读是:以半西一等，以半回合为首......
2026-03-26 17:57:37
The Rollup
"This is pure politics. This is not going to stop with this yield thing or even after Clarity." Sam Kazemian reveals that the latest DC "resolution" on stablecoins effectively bans passive yield for centralized issuers. While this looks like a setback for the industry, Sam… https://twitter.com/therollupco/status/2037218962409242867/video/1
中文: 这是纯粹的政治。这一点不会止步于这种收益率，甚至在明确之后。 萨姆·卡泽米安透露，最新关于稳定币的DC“决议”实际上禁止了对集中发行人的被动收益率。 尽管这对行业来说似乎是一个挫折，但山姆......
2026-03-26 17:23:44
The Rollup
Here's the full mega output for Andy and Rob on the DAS conference takeaways. - The tokenization bull market feel - Framework's $1B placement - The S&P Global partnership - Fannie Mae and crypto-backed mortgages - And the Neo Finance thesis materializing in real time. https://twitter.com/therollupco/status/2037213788525523312/video/1
中文: 以下是安迪和罗布在DAS会议要点上的全部特写。 - 代币化牛市的感受 - 框架10亿美元的布局 - S&P全球合作伙伴关系 - 房利美和加密货币支持抵押贷款 - 以及实时实现的Neo Finance论文。
2026-03-26 17:03:11
The Rollup
David Schamis joins us live from The Nest in NYC today at 2:00PM ET. See you there. https://twitter.com/therollupco/status/2037213061149270102/photo/1
中文: 大卫·沙米斯今天下午2点(美国东部时间)与我们一起从纽约市的The Nest参加直播。 见。
2026-03-26 17:00:18
The Rollup
Massive week at DAS. Back at the Tokenization Tower. The conversation all week was tokenization, RWAs, perps, vaults, institutional adoption. Today we'll continue, back home in the studio with: @samkazemian - @FraxFinance @LowBeta - @grayscale @dschamis - @HypeStrat See you…
中文: DAS的一周非常热烈。回到代币化塔。 整个星期的对话都是代币化、RWA、persps、保险库和机构采用。 今天我们将继续，回到工作室: @samkazemin - @FraxFinance @LowBeta - @grayscale @dschamis - @HypeStrat 见......
2026-03-26 16:18:27
The Rollup
🔴 LIVE From The Nest: DAS Recap, Frax Founder Calls In, Grayscale & Hyperliquid Strategies In The Tokenization Tower https://x.com/i/broadcasts/1pJkOyajLQdJj
中文: 🔴 《来自巢穴的实时直播:DAS 重报》，Frax 创始人 Calls，灰度与安普;高流动性强 Trategives 在代币化塔中的策略
2026-03-26 16:17:33
The Rollup
Today. 12:15PM ET. Sam Kazemian joins The Rollup TV. See you on the show. https://twitter.com/therollupco/status/2037185124916158811/photo/1
中文: 今天。美国东部时间下午12:15。萨姆·卡泽曼加入The Rollup电视台。 在节目中见。
2026-03-26 15:09:17
The Rollup
Today. 12:15PM ET. Sam Kazemian joins The Rollup TV. See you on the show. https://twitter.com/therollupco/status/2037182510279348345/photo/1
中文: 今天。美国东部时间下午12:15。萨姆·卡泽米安加入The Rollup电视台。 在节目中见。
2026-03-26 14:58:54
The Rollup
Today. 12:15 pm ET. Sam Kazemian joins The Rollup TV. See you on the show. https://twitter.com/therollupco/status/2037182304850690319/photo/1
中文: 今天。美国东部时间下午12:15。萨姆·卡泽米安加入The Rollup电视台。 在节目中见。
2026-03-26 14:58:05
The Rollup
Today. 12:15pm. Sam Kazemian joins The Rollup TV. See you on the show. https://twitter.com/therollupco/status/2037182190841205099/photo/1
中文: 今天。下午12:15。萨姆·卡泽曼加入The Rollup电视台。 在节目中见。
2026-03-26 14:57:37
The Rollup
The biggest challenge for an AI agent in the digital economy is fragmentation. @PhilippZentner explains how by using @lifiprotocol’s new MCP version, autonomous agents can finally bypass third-party APIs and find the best routes for commerce across an entire ecosystem,… https://twitter.com/therollupco/status/2037048150607974862/video/1
中文: 人工智能在数字经济中面临的最大挑战是碎片化。 @PhilippZentner 解释了如何使用 @lifiprotocol 的新 MCP 版本，自动代理最终能够绕过第三方 API，找到整个生态系统中最佳的商业路径。
2026-03-26 06:05:00
The Rollup
The reason $1 billion has already moved onchain is because asset managers finally have infrastructure partners. Parker Edwards says the deployment of decentralized treasury capital into BlackRock and KKR products is just the beginning of a massive institutional migration to… https://twitter.com/therollupco/status/2037028503300837439/video/1
中文: 10亿美元已经实现上链建设的原因，是因为资产管理公司终于拥有了基础设施合作伙伴。 帕克·爱德华兹表示，将去中心化的国库资本投入贝莱德和KKR产品，只是大规模机构迁移的开端......
2026-03-26 04:46:56
The Rollup
Austin Campbell, founder of Zero Knowledge, on the most undiscovered "Revenue Giants" of the digital asset space. https://twitter.com/therollupco/status/2036993998984732839/video/1
中文: 奥斯汀·坎贝尔，《零知识》创始人，专注于数字资产领域最未被发现的“复仇巨人”。
2026-03-26 02:29:49
The Rollup
"The banks are trying to re-adjudicate a settled law because they’re terrified of actual yield competition." @millercwl exposes a "shadow war" in DC where legacy banks are attempting to retroactively gut the Genius Act "They’ve convinced certain members of Congress that… https://twitter.com/therollupco/status/2036975329391075594/video/1
中文: 银行正试图重新裁决一项既定法律，因为他们害怕实际的收益率竞争。 @millerwl揭露了华盛顿特区的一场“影子战争”，即传统银行试图追溯性地削弱《天才法案》 他们说服了国会的某些成员......
2026-03-26 01:15:38
The Rollup
Miller Whitehouse's framework for what makes this administration a success for the digital asset industry: → The Goal: Implement as many durable wins as possible. Rules. Statutes. Laws. On paper. → The macro risk: the pendulum swings back to the Gensler approach in 2029. One… https://twitter.com/therollupco/status/2036966250350264589/video/1
中文: 米勒·怀特豪斯为本届政府如何为数字资产行业取得成功所制定的框架: 目标:尽可能实现尽可能多的持久胜利。规则。法规。法律。纸上写。 → 宏观风险:钟摆在2029年回荡至Gensler的这一方法。一个......
2026-03-26 00:39:33
The Rollup
RJ on the "Stripe moment" for institutional-grade digital instruments: "People in Latin America shouldn't have to buy ledger-native assets just because they can’t access Apple stock." "We are building the infrastructure that lets neo-banks offer the safest assets in the world… https://twitter.com/therollupco/status/2036956778424885399/video/1
中文: RJ 关于机构级数字仪器的“条纹时刻”: 拉丁美洲人不应该仅仅因为无法访问苹果股票就购买账本原生资产。 我们正在建设让新银行提供全球最安全资产的基础设施......
2026-03-26 00:01:55
The Rollup
RJ breaks down Aligned’s "Institutional Upgrade" phase. He explains how their focus has shifted from building niche tech to providing the "last mile" infrastructure that allows enterprises to migrate trillions in assets to roll-ups and wallets. https://twitter.com/therollupco/status/2036946514325434427/video/1
中文: RJ 将调整 Aligned 的“机构升级”阶段。 他解释了他们的关注点如何从构建小众技术转向提供“最后一公里”基础设施，使企业能够将数万亿资产迁移到汇总和钱包中。
2026-03-25 23:21:08
The Rollup
"Infrastructure isn't just about checking if data is there; it’s about making sure the lights stay on." @MurielMedard on how @get_optimum has evolved from a "Data Availability" project into a core infrastructure powerhouse. https://twitter.com/therollupco/status/2036937672338661557/video/1
中文: 基础设施不仅在于检查数据是否存在，更是为了确保灯保持亮起。 @MurielMedard 关于 @get_optimum 如何从“数据可用性”项目发展成为核心基础设施巨头。
2026-03-25 22:46:00
The Rollup
Jeff Park (@dgt10011) lays out his Radical Portfolio Theory. https://twitter.com/therollupco/status/2036929870966776186/video/1
中文: 杰夫·帕克(@dgt10011)阐述了他的激进组合理论。
2026-03-25 22:15:00
The Rollup
Santiago reveals his "DeFi Mullet" thesis for the developing world. "In the US, people say 'I have Venmo.' In Mexico and Brazil, people are desperate for a digital economy. That’s where the real 'DeFi Mullet' works." https://twitter.com/therollupco/status/2036924736681193880/video/1
中文: 圣地亚哥为发展中国家发表了他的“DeFi Mullet”论文。 在美国，人们说:“我有Venmo。”在墨西哥和巴西，人们迫切希望实现数字经济。真正的“DeFi Mullet”就是在这里工作的。
2026-03-25 21:54:36
The Rollup
"I don’t think we’re seeing a linear trend, I think this goes 10x or 100x in the next year." While traditional exchanges sleep, Hyperliquid just cleared $1.3 billion in commodity open interest. Santiago’s "long volatility" thesis suggests we are on the verge of a 10x or 100x… https://twitter.com/therollupco/status/2036905057661137055/video/1
中文: 我认为我们看不到线性趋势，我认为明年会达到10倍或100倍。 传统交易所睡眠时，超流畅刚刚清清了13亿美元的商品开盘价。 圣地亚哥的“长期波动”理论表明，我们正处于10倍或100倍的边缘......
2026-03-25 20:36:24
The Rollup
"The CEO of Western Union is here because he realizes onchain settlement can save his firm billions on the float." "That is the real Institutional FOMO." @santiagoroel says we’ve transitioned from a retail-driven "buy the coin" market to an institutional "fix the P&L" market.… https://twitter.com/therollupco/status/2036896858979586401/video/1
中文: 西联公司的首席执行官之所以在这里，是因为他意识到链上的结算能够为公司节省数十亿美元的开支。 这就是真正的制度性信息。 @santiagoroel 表示，我们已从零售驱动的“买入币”市场转型为一家机构“固定P&L”市场。
2026-03-25 20:03:49
The Rollup
"I think of Twitter as the industry itself, because our industry lives there." @vibhu CPO at @solanafndn on whether Twitter(X) has gotten more or less important for digital assets. https://twitter.com/therollupco/status/2036890011610546379/video/1
中文: 我认为推特本身就是行业，因为我们的行业就在那里。 @vibhu 在 @solanafndn 上关注 Twitter(X) 是否对数字资产的重要性。
2026-03-25 19:36:37
The Rollup
KPMG just explained exactly what it takes to audit a company like Tether. @ggenga4008 explains what an actual audit looks like for companies like Tether: "We sell trust. We are the folks you bring in to basically look under the microscope and make sure everything is good." "No… https://twitter.com/therollupco/status/2036882987648770091/video/1
中文: 毕马威刚刚解释了对像泰瑟这样的公司进行审计所需的具体内容。 @ggenga4008 解释了像 Tether 这样的公司实际审计的情况: 我们出售信任。我们是你们带来的，基本上都是在显微镜下观察，确保一切都好。 不......
2026-03-25 19:08:42
The Rollup
Franklin Templeton’s Sandy Kaul reveals that the Ondo partnership is a move to build the "21st Century Portfolio." "Most people think about a portfolio as 60% equities, 40% bonds. That was awesome for 1970, but it's 2026." "We are here to deliver the product our customers want… https://twitter.com/therollupco/status/2036878827066953984/video/1
中文: 富兰克林邓普顿的桑迪·考尔透露，与翁多的合作是打造“21世纪”组合的举措。 大多数人认为投资组合是60%的股票，40%的债券。1970年那真是太棒了，但到了2026年。 我们在这里提供客户想要的产品......
2026-03-25 18:52:10
The Rollup
"We are bringing the $1.7 trillion Franklin Templeton organization to the ledger-native audience." Franklin Templeton just selected Ondo Finance to bridge their entire ETF suite into the digital asset environment. Ian De Bode, President of Ondo Finance, and Sandy Kaul of… https://twitter.com/therollupco/status/2036868886184763643/video/1
中文: 我们将1.7万亿美元的富兰克林邓普顿组织引入本地分类账领域。 富兰克林邓普顿刚刚选择了Ondo Finance，以将其整个ETF套件融入数字资产环境。 翁多金融公司总裁伊恩·德博德和桑迪·考尔(
2026-03-25 18:12:40
The Rollup
What's actually driving institutional tokenization adoption right now? Greg Genega, Digital Assets at @KPMG says 3 things: 1. The technology proved itself. Bitcoin and Ethereum have been running for over a decade as settlement layers. 2. Regulation caught up. GENIUS Act, US… https://twitter.com/therollupco/status/2036858789295526055/video/1
中文: 目前究竟是什么推动了机构代币化的采用? @KPMG 的数字资产公司 Greg Genega 说的三点: 1。这项技术证明了自己。比特币和以太坊作为结算层级已运行了十多年。 2。监管已经赶上了。美国《GENIUS法案》......
2026-03-25 17:32:33
The Rollup
Jacquelyn Melinek highlights the "Institutional FOMO" at DAS, noting a fundamental shift in conference caliber where conversations are no longer dominated by niche firms, but by banks, family offices, and global asset allocators. https://twitter.com/therollupco/status/2036852154049147172/video/1
中文: 杰奎琳·梅利内克在DAS强调了“机构FOMO”，指出会议规模发生了根本性转变，即对话不再由小众企业主导，而是由银行、家族办公室和全球资产分配机构主导。
2026-03-25 17:06:11
The Rollup
Rob asked why a powerhouse like @coinbase would select @chainlink's CCIP as its interoperability standard. Charles Dunkin’s response highlights the two most critical components for any institution moving assets onchain: Data Reliability and Global Liquidity. He says that… https://twitter.com/therollupco/status/2036845565745787370/video/1
中文: 罗布问，为什么像@coinbase这样的巨头会选择@chainlink的CCIP作为其互操作性标准。 查尔斯·邓肯的回应凸显了任何机构在链上转移资产时最关键的两个组成部分:数据可靠性和全球流动性。 他说......
2026-03-25 16:40:00
The Rollup
March 25th. 7pm. The Nest opening happy hour is tonight. See you there. https://twitter.com/therollupco/status/2036844136603570538/video/1
中文: 3月25日，晚上7点。 今晚是Nest的开场欢乐时光。 见。
2026-03-25 16:34:19
The Rollup
"Whether you're bringing data onchain or orchestrating systems, you need the reliability that Chainlink has proven over the course of many years." Charles Dunkin, Principal Solutions Lead at @chainlink on how oracles underpin the entire tokenization market. https://twitter.com/therollupco/status/2036841790565683400/video/1
中文: 无论您是在引入数据链还是编排系统，都需要 Chainlink 多年来已经证明的可靠性。 查尔斯·邓金，@chainlink 首席解决方案负责人，就 oracles 如何支撑整个代币化市场而处于领先地位。
2026-03-25 16:25:00
The Rollup
"Whether you're bringing data onchain or orchestrating systems, you need the reliability that Chainlink has proven over the course of many years." Charles Dunkin, Principal Solutions Lead at @chainlink on how oracles underpin the entire tokenization market. https://twitter.com/therollupco/status/2036839381089079365/video/1
中文: 无论您是在引入数据链还是编排系统，都需要 Chainlink 多年来已经证明的可靠性。 查尔斯·邓肯，@chainlink 首席解决方案主管，关于甲虫如何支撑整个代币化市场。
2026-03-25 16:15:25
The Rollup
Andy and Robbie react to Tom Lee turning $BMNR into the world’s largest Ethereum company: "Bitmine has staked more ETH than any other entity in the world, Bitmine’s total stake Eth stands at 3,142,643 ETH. That's almost $7 billion of ETH that is currently being staked." "This… https://twitter.com/therollupco/status/2036839133142794345/video/1
中文: 安迪和罗比对汤姆·李将 $BMNR 变成全球最大的以太坊公司作出反应: "Bitmine 的 ETH 比世界上任何其他实体都多，而 Bitmine 的总持股 Eth 为 3，142，643 个 ETH。"这几乎是目前被押注的70亿美元的以太坊。 这个......
2026-03-25 16:14:26
The Rollup
Tom Lee just turned $BMNR into the world’s largest Ethereum operating company. This is post-quantum Ethereum staking, powered by @BitMNR "This is not a charity. Tom Lee recognizes that for Ethereum to win, it must be post-quantum secure." "By verticalizing the stack through… https://twitter.com/therollupco/status/2036836152351609291/video/1
中文: 汤姆·李刚刚将 $BMNR 变成了全球最大的以太坊运营公司。 这是由 @BitMNR 支持的后量子以太坊赌注 这不是慈善机构。汤姆·李认识到，以太坊要赢得比赛，就必须在量子后安全。 通过将堆栈垂直化......
2026-03-25 16:02:35
The Rollup
The "unbundling" of the ledger-native stack reaches a tipping point as Invesco takes over Superstate’s $900M fund. This signals a shift where pioneers become technology providers to legacy titans. https://twitter.com/therollupco/status/2036835440590721494/video/1
中文: 与账本原生栈的“分拆”达到了一个临界点，因为Invesco将接管Superstate的9亿美元基金。 这标志着开拓者成为传统巨头技术供应商的转变。
2026-03-25 15:59:46
The Rollup
The lads discuss Tom Lee’s strategic pivot into the world’s largest Ethereum operating company. "This is not a charity. Tom Lee recognizes that for Ethereum to win, it must be post-quantum secure." "By verticalizing the stack through MAVAN, Bitmine is now the primary steward of… https://twitter.com/therollupco/status/2036832271324356729/video/1
中文: 小伙子们讨论了汤姆·李向全球最大的以太坊运营公司转型的战略转型。 这不是慈善机构。汤姆·李认识到，以太坊要赢得比赛，就必须在量子后安全。 通过MAVAN将堆栈垂直化，Bitmine 现已成为 的主要管理员
2026-03-25 15:47:10
The Rollup
The lads on Tom Lee’s strategic pivot into the world’s largest Ethereum operating company. "This is not a charity. Tom Lee recognizes that for Ethereum to win, it must be post-quantum secure." "By verticalizing the stack through MAVAN, Bitmine is now the primary steward of that… https://twitter.com/therollupco/status/2036832022245658872/video/1
中文: 汤姆·李战略转型为全球最大的以太坊运营公司。 这不是慈善机构。汤姆·李认识到，以太坊要赢得比赛，就必须在量子后安全。 通过MAVAN将堆栈垂直化，Bitmine 现在成为该堆栈的主要管理员......
2026-03-25 15:46:11
The Rollup
LIVE from Digital Asset Summit Day 2. Absolutely stacked lineup today. We're talking tokenization, stablecoins, digital asset institutional adoption, and portfolio strategy with founders, allocators, asset managers, and more. Covering a few major stories today that are still…
中文: 实时直播:数字资产峰会第二天 今天的阵容完全堆叠。我们正在与创始人、分配者、资产管理公司等机构讨论代币化、稳定币、数字资产机构采用以及投资组合策略。 今天报道了几个仍然重要的故事......
2026-03-25 15:15:42
The Rollup
🟢 LIVE from Digital Asset Summit in NYC Day 2 https://x.com/i/broadcasts/1nxeLyZMlBPJX
中文: 🟢 实时直播《数字资产峰会》第2天
2026-03-25 15:12:56
The Rollup
March 25th. 7pm. The Nest opening happy hour is tonight. See you there. https://twitter.com/therollupco/status/2036803771221581883/video/1
中文: 3月25日，晚上7点。 今晚是Nest的开场欢乐时光。 见。
2026-03-25 13:53:55
The Rollup
Jim Hiltner breaks down the $2.3T asset manager Invesco's partnership and what made them choose Superstate. "They've been spending a lot of time looking at the market. Who should we work with? Should we buy things? Should we build things?" Invesco evaluated all three options.… https://twitter.com/therollupco/status/2036668185420644790/video/1
中文: 吉姆·希尔特纳对2.3万亿美元的资产管理公司Invesco的合作关系以及他们选择超级州的决定进行了细分。 他们花了很多时间关注市场。我们应该与谁合作?我们应该买东西吗?我们应该建造东西吗? 因维斯科评估了全部三种选项......
2026-03-25 04:55:09
The Rollup
Did @Morpho fail or did its architecture work exactly as designed? @PaulFrambot describes what it was like for the vault operators caught in the Resolv exploit. He reframes the Resolv exploit as a stress test, not a failure. https://twitter.com/therollupco/status/2036659808309256272/video/1
中文: @Morpho 是否失败了，还是其架构是否完全按照设计进行? @PaulFrambot 描述了陷入“解决”漏洞漏洞的保险库运营商的感觉。 他将“解决”漏洞重新界定为压力测试，而不是失败。
2026-03-25 04:21:52
The Rollup
Did @Morpho fail or did its architecture work exactly as designed? @PaulFrambot describes what it was like for the vault operators caught in the Resolv exploit. He reframes the Resolv exploit as a stress test, not a failure. https://twitter.com/therollupco/status/2036657262492627272/video/1
中文: @Morpho 是否失败了，还是其架构是否完全按照设计进行? @PaulFrambot 描述了陷入“解决”漏洞漏洞的保险库运营商的感觉。 他将“解决”漏洞重新界定为压力测试，而不是失败。
2026-03-25 04:11:45
The Rollup
Ryan Rasmussen says the onchain opportunity is having its moment as infrastructure, regulation, and institutional demand align simultaneously for the first time. Bitwise is deploying into vaults as the product that captures the convergence. https://twitter.com/therollupco/status/2036646630288482742/video/1
中文: 瑞安·拉斯穆森表示，随着基础设施、监管和机构需求同步，这一网络链机遇首次成为关键时刻。 Bitwise 正作为捕捉收敛的产品，被部署到保险库中。
2026-03-25 03:29:30
The Rollup
"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. https://twitter.com/therollupco/status/2036634064925421974/video/1
中文: 如今ETF中存在的任何内容最终都将具有链式版本。 是否会就链上国债加速实现100亿美元的加速，以及代币化货币市场基金如何成为实现链上资本效率的主要工具。
2026-03-25 02:39:34
The Rollup
Rob asked what specifically is capturing the attention of Bloomberg’s leading ETF analyst in a market that feels like "more of the same." The number one trend he is tracking is tokenization, the long-promised shift of funds and ETFs onto the ledger. But the real "alpha" for… https://twitter.com/therollupco/status/2036625976981909839/video/1
中文: 罗布问道，在一个感觉“更相同”的市场中，彭博公司领先的ETF分析师正在引起什么关注。 他追踪的第一趋势是代币化，即基金和ETF长期承诺的转向账。 但真正的“阿尔法”是......
2026-03-25 02:07:26
The Rollup
James Seyffart breaks down the BlackRock ETH staking launch and the normalization of institutional digital asset yield. https://twitter.com/therollupco/status/2036610432069189656/video/1
中文: 詹姆斯·赛弗特对贝莱德ETH股权发布及机构数字资产收益率正常化进行了细分。
2026-03-25 01:05:40
The Rollup
"We are going to see an absolute flood of structured products hit the market, followed by a massive wave of liquidations 18 months later." @JSeyff on the "ferocious pace" of institutional ETF filings. https://twitter.com/therollupco/status/2036602279042637889/video/1
中文: 我们将看到大量结构化产品进入市场，随后在18个月后又出现大规模清算潮。 @JSeyff 关注机构ETF申请的“激烈步伐”。
2026-03-25 00:33:16
The Rollup
"The people that were telling me crypto was a joke a few years ago. Now all of a sudden they're like, we're thinking about tokenizing our fund." James Seyffart says we're on the largest divergence between institutional adoption and price action in digital assets history. https://twitter.com/therollupco/status/2036592873018130638/video/1
中文: 几年前，那些告诉我加密货币的人是个笑话。现在他们突然想，我们正在考虑将我们的基金代币化。 詹姆斯·赛弗特表示，我们正处于数字资产历史上机构采用与价格行动之间最大的分歧。
2026-03-24 23:55:53
The Rollup
"Everyone is in hysterics about a hawkish Fed, but they’re ignoring the other side." Felix Jauvin on why the new Fed chair's policy isn't a death sentence for risk assets. https://twitter.com/therollupco/status/2036574597328294184/video/1
中文: 每个人都对鹰派的美联储感到歇斯底里，但他们却忽视了另一方。 费利克斯·乔文谈到为何新任美联储主席的政策并非对风险资产的死刑判决。
2026-03-24 22:43:16
The Rollup
The "debasement trade" is a consensus trap. Felix Jauvin explains that "bad things happening" is actually the best marketing for the US Dollar. Because the world settles in dollars and the US doesn't rely on foreign energy, the DXY thrives on global chaos. If you’re all-in… https://twitter.com/therollupco/status/2036564877691531461/video/1
中文: “贬值交易”是一个共识陷阱。 费利克斯·乔文解释说，“坏事发生”实际上是美元最好的营销。 由于世界以美元结算，而美国不依赖外国能源，因此DXY在全球混乱中蓬勃发展。 如果你全在......
2026-03-24 22:04:39
The Rollup
Sam MacPherson from Phoenix Labs explains the wholesale credit model in terms any capital allocator understands. Cost of capital: ~4.05% (borrow rate from Sky). Deployment venues: DeFi lending, CeFi OTC (Anchorage Digital), CeDeFi prime brokerage (Spark Prime). Revenue: net… https://twitter.com/therollupco/status/2036555918444470646/video/1
中文: 来自菲尼克斯实验室的萨姆·麦克弗森以任何资本分配者所理解的术语来解释批发信贷模式。 资本成本:约4.05%(Sky的借款率)。 部署场所:DeFi借贷、CeFi OTC(安克雷奇数字版)、CeDeFi 优质经纪公司(Spark Prime)。 收入:净额......
2026-03-24 21:29:02
The Rollup
LayerZero’s Co-Founder and CEO explains how "Zero" solves the distribution bottleneck for institutional issuers. Bryan highlights that while asset issuers only care about maximizing AUM, the current fragmented landscape lacks trustless interoperability, a problem LayerZero… https://twitter.com/therollupco/status/2036545566440595513/video/1
中文: LayerZero 的联合创始人兼首席执行官解释了“Zero”如何解决机构发行人的分销瓶颈问题。 布莱恩强调，尽管资产发行人只关心实现AUM最大化，但目前的分散格局缺乏无信任的互操作性，而LayerZero则存在问题......
2026-03-24 20:47:54
The Rollup
Bryan Pellegrino explains how Zero’s architecture provides the "credible neutrality" institutions require. https://twitter.com/therollupco/status/2036539118272888924/video/1
中文: 布莱恩·佩莱格里诺解释了Zero架构如何提供“可信中立性”的制度要求。
2026-03-24 20:22:17
The Rollup
Santiago Santos said equities using blockchain or stablecoin rails will outperform any token. Pranav Kanade from VanEck says it depends on whether the business is actually good. "You got to look at the revenue quality and say, is this actually a good business? Can they use… https://twitter.com/therollupco/status/2036532630724755722/video/1
中文: 圣地亚哥·桑托斯表示，使用区块链或稳定币轨道的股票将优于任何代币。 范埃克的普拉纳夫·卡纳德表示，这取决于公司是否真的好。 你得看看收入质量，然后说，这真的是一个好生意吗?可以使用吗......
2026-03-24 19:56:30
The Rollup
Why is VanEck waiting to deploy capital into digital assets? Pranav Kanade’s answer: The "falling knife" of software repricing. As the cost to build software drops, the duration of cash flows for software-based assets is being re-evaluated globally. VanEck is shifting to a… https://twitter.com/therollupco/status/2036526015422538068/video/1
中文: 为什么VanEck正等待将资本投入数字资产? 普拉纳夫·卡纳德的回答:软件重新定价的“落刀”。 随着软件制造成本的下降，基于软件的资产的现金流持续时间正在全球重新评估。 范埃克正在转向一个......
2026-03-24 19:30:13
The Rollup
Chip Dempsey explains why tradFi is getting comfortable with crypto: "I think Circle is a great example, they have established, regulation, trusted set of relationships with traditional financial, highly regulated companies, so that comfort in terms of what regulation and… https://twitter.com/therollupco/status/2036521308469489817/video/1
中文: 奇普·邓普西解释了传统金融对加密货币的适应性: 我认为Circle是一个很好的例子，他们已与传统金融、高度监管的公司建立了一套值得信赖的合作关系，从监管和监管的角度来看，这些关系令人感到欣慰......
2026-03-24 19:11:31
The Rollup
"The non-bank FX market is $2 trillion a day. That’s twice the size of the US listed equity market, but spread across only 10 currency pairs." "That volume is absolutely obtainable for onchain rails." Chip Dempsey, co-founder of Hibachi, gives capital allocators the framework… https://twitter.com/therollupco/status/2036516383601668139/video/1
中文: 非银行外汇市场每天2万亿美元。这相当于美国上市股票市场规模的两倍，但仅分布在10个货币对上。 该体积完全适用于链式轨道。 希巴奇联合创始人奇普·邓普西为资本分配者提供了该框架......
2026-03-24 18:51:57
The Rollup
"Nobody was complaining about ground mail until email arrived." @hibachi_xyz co-founder Chip Dempsey explains that $9.6 trillion in daily FX volume is facing its "email moment," as legacy finance shifts from viewing instant onchain settlement as fanciful to an inevitable reality… https://twitter.com/therollupco/status/2036512118653014340/video/1
中文: 直到邮件到来之前，没人抱怨地面邮件。 @hibachi_xyz 联合创始人奇普·邓普西解释说，随着传统金融领域将从将即时链上结算视为必然现实，其每日交易量达到9.6万亿美元，正面临“电子邮件时刻”的变化......
2026-03-24 18:35:00
The Rollup
Alex Cutler says he is not worried about @baseapp and is as bullish as he has ever been. "I love that they take crazy bets. With the Base app and with creator coins, we need more people making big bets like that." "kudos to them that they also know when to pivot or shift focus… https://twitter.com/therollupco/status/2036508721509986665/video/1
中文: 亚历克斯·卡特勒表示，他并不担心@basepp，而且他一如既往地乐观。 我喜欢他们赌个疯狂的赌注。使用Base应用程序和创作者币，我们需要更多人进行这样的大赌注。 告诉他们，他们也知道何时该调整或转移注意力......
2026-03-24 18:21:30
The Rollup
Andy asked why a capital allocator should look at Aero over a high-performance primitive like Hyperliquid. @wagmiAlexander’s answer reveals a fundamental inefficiency in how the market prices infrastructure. Historical DEX assets were "useless" as they didn't accrue value or… https://twitter.com/therollupco/status/2036502974491418678/video/1
中文: 安迪问，为什么资本分配器应该将Aero比作像 Hyperliquid 这样高性能的原语。 @wagmiAlexander 的回答揭示了市场对基础设施定价的根本性低效。 历史的DEX资产“毫无用处”，因为它们没有累积价值，或......
2026-03-24 17:58:40
The Rollup
Today’s tokenized RWAs are frankly subpar. They don't convey real ownership rights and they don't tap into the true power of neo finance. @wagmiAlexander explains that the real "explosion" happens when stocks trade onchain permissionlessly. If you can't borrow against it or… https://twitter.com/therollupco/status/2036493882590998876/video/1
中文: 如今的代币化RWA坦率地说是低于对比的。 他们无法传达真正的所有权，也没有利用新金融的真正力量。 @wagmiAlexander 解释说，真正的“爆炸”发生在股票无许可地交易时。 如果无法借到它，或者......
2026-03-24 17:22:32
The Rollup
"We’re going to see a massive reshuffling in the top 100." Alex Cutler on why the current digital asset market cap rankings are about to be dismantled. https://twitter.com/therollupco/status/2036490599772090635/video/1
中文: 我们将在前100名中看到一场大规模的重组。 亚历克斯·卡特勒谈到当前数字资产市值排名即将被瓦解的原因。
2026-03-24 17:09:29
The Rollup
TN explains institutional adoption across the Pendle suite: billions in V2 volume and 100–200 BTC positions on Boros for funding rate hedging. https://twitter.com/therollupco/status/2036485625180778957/video/1
中文: TN 解释了Pendle套件在投资领域采用的制度性应用:V2交易量达到数十亿，在Boros上获得100至200个BTC的资金对冲。
2026-03-24 16:49:43
The Rollup
What's the correct mental model for onchain yield in 2026? TN from Pendle says the easy yield is over but the structured yield is alive. "There are still opportunities because with several strategies, like the ones we see on Boros, there are still inefficiencies in the… https://twitter.com/therollupco/status/2036478444125434351/video/1
中文: 2026年链式收益的正确心理模型是什么? 彭德尔的TN表示，收益率已经过大，但结构性的收益率依然存在。 仍然存在一些机遇，因为通过我们在博罗斯上看到的几种策略，这些策略仍然存在低效问题......
2026-03-24 16:21:11
The Rollup
LIVE from Digital Asset Summit in New York Day 1. We're covering tokenization, onchain yield, DeFi lending and stablecoin policy with founders and institutional players all day. - @tn_pendle - @pendle_fi - @wagmiAlexander - @AerodromeFi - @henrymcphie_ - @streamex -…
中文: 实时直播《纽约数字资产峰会》第1天 我们全天与创始人和机构参与者一起涵盖代币化、链上收益、DeFi借贷和稳定币政策。 - @tn_pendle - @pendle_fi - @wagmiAlexander - @AerodromeFi - @henrymcphie_ - @streamex -...
2026-03-24 15:46:58
The Rollup
🟢 LIVE from Digital Asset Summit in NYC Day 1 https://x.com/i/broadcasts/1OGwblzMywmKB
中文: 🟢 实时直播《数字资产峰会》第1天
2026-03-24 15:41:19
The Rollup
RT @Theo_Network: We're co-hosting The Nest "Opening Happy Hour" with @TheRollupCo, @momentumxglobal, @newton_xyz and @plumefndn during Dig…
中文: RT @Theo_Network:我们将在Dig期间与@TheRollupCo、@momentumxglobal、@newton_xyz以及@plumefndn共同主持The Nest的“开启欢乐时光”。
2026-03-24 14:34:50
The Rollup
RT @robbiek__: NYC takeover continues this week. Live from DAS. See you on the show.
中文: RT @robbiek__:纽约的收购本周仍在继续。 从DAS现场直播。在节目中见。
2026-03-24 12:30:12
The Rollup
Rob Greer (@rob_svrn) shared his background from private equity and investment banking. He now runs @stillcorecap, one of the few funds in the world exclusively focused on decentralized AI, with a primary focus on the Bittensor ecosystem. Jason Calacanis is a general partner… https://twitter.com/therollupco/status/2036243872435573131/video/1
中文: 罗布·格里尔(@rob_svrn)分享了他从私募股权和投资银行业务获得的背景。 他现在运营着@stillcorecap，这是全球少数专注于去中心化人工智能的基金之一，主要专注于Bittensor生态系统。 杰森·卡拉卡尼斯是普通合伙人......
2026-03-24 00:49:05
The Rollup
Live from DAS in NYC. March 24th & 25th. 11-5pm ET. https://twitter.com/therollupco/status/2036235390034620455/photo/1
中文: 在纽约的DAS现场直播。 3月24日 &美国东部时间25日，晚上11点至5点。
2026-03-24 00:15:23
The Rollup
Who benefits most from trillions of dollars of assets coming onchain: DeFi protocols or the ICEs and NASDAQs of the world? @anjan_vinod from @paraficapital says both. DeFi protocols get permissionless composability and cash flows. Legacy incumbents get new products and new… https://twitter.com/therollupco/status/2036216423295651974/video/1
中文: 谁从数万亿美元的链上资产中获益最多:是德菲协议，还是全球的ICE和纳斯达克股票代码? 来自@paraficapital的@anjan_vinod表示两者兼有。 DeFi协议可获得无许可的可合用性和现金流。 传统企业获得新产品和新产品......
2026-03-23 23:00:01
The Rollup
Rob Greer says the best place for a new AI developer to build is Bittensor, not Y Combinator. "I think this is the most brilliant tokenomics design in the history of crypto." https://twitter.com/therollupco/status/2036204282144309637/video/1
中文: 罗布·格里尔表示，新人工智能开发者最适合打造的地方是Bittensor，而不是Y Combinator。 我认为这是加密货币历史上最出色的代币组学设计。
2026-03-23 22:11:46
The Rollup
Anjan Vinod from ParaFi Capital makes the capital allocation case for concentration. "Why not double, triple, quadruple down on the things that are working because the TAMs are growing much larger?" https://twitter.com/therollupco/status/2036194160290533461/video/1
中文: ParaFi Capital 的 Anjan Vinod 提出了集中资本分配的理由。 为什么不在工作上重复、三倍、三倍，因为TAMs的增长速度要大得多呢?
2026-03-23 21:31:33
The Rollup
Rob Greer thinks Bittensor is a way better opportunity than expensive, corporate AI rounds. “I actually think that people are going to be buying the TAO is the Bitcoin of AI. That’s the narrative” https://twitter.com/therollupco/status/2036184193491665321/video/1
中文: 罗布·格里尔认为，比特斯纳比昂贵的企业人工智能领域更有机会。 我实际上认为人们会购买TAO是人工智能的比特币。这就是故事的“
2026-03-23 20:51:56
The Rollup
2021: "Is this project decentralized enough?" 2026: "Which parts of the product stack actually benefit from decentralization and which parts don't?" @anjan_vinod from @paraficapital says the binary debate about decentralization is over. The spectrum debate is where the alpha… https://twitter.com/therollupco/status/2036178419528912967/video/1
中文: 2021年:“这个项目足够去中心化吗?” 2026年:“产品栈中哪些部分实际上受益于去中心化，哪些部分不受益? 来自 @paraficapital 的 @anjan_vinod 表示，关于去中心化的二元性争论已经结束。光谱争论在于 Alpha...
2026-03-23 20:29:00
The Rollup
Sami Start lays out 3 things nobody says about agentic payments: → The volumes are still low. "There's not that much payment flow happening on that stuff right now." → People are scared. "People are kind of nervous to give an AI agent free reign over their crypto wallet or… https://twitter.com/therollupco/status/2036170271133147199/video/1
中文: 萨米·斯特恩列出了关于中介支付的三点问题: → 音量仍然较低。目前这种事情的支付流程并不多。 人们很害怕。人们对让人工智能代理自由支配他们的加密货币钱包感到有点紧张，或者......
2026-03-23 19:56:37
The Rollup
Sami Star, Co-Founder and CEO of Transak, breaks down the company's moat and says building this from scratch would take at least five years. https://twitter.com/therollupco/status/2036164677902753815/video/1
中文: Transak联合创始人兼首席执行官萨米·斯塔尔对公司的护城河进行了细分，并表示从零开始建造这款护雷至少需要五年时间。
2026-03-23 19:34:23
The Rollup
"There really isn't a great solution doing retail money movement. That's what we're providing." @SamiStart, Co-Founder and CEO of @Transak, on retail stablecoin infrastructure and the gap nobody else is filling. https://twitter.com/therollupco/status/2036153922922917954/video/1
中文: 零售资金流动实际上并没有一个绝佳的解决方案。这正是我们提供的。 @SamiStart，@Transak 的联合创始人兼首席执行官，关注零售稳定币基础设施以及其他人无法填补的空白。
2026-03-23 18:51:39
The Rollup
"I think these are gonna be some of the best performing AI assets that are going to come from the next AI crypto cycle." Andy makes the case that Bittensor subnets are the most overlooked trade setup in digital assets right now. https://twitter.com/therollupco/status/2036148077812167021/video/1
中文: 我认为这些将是下一个人工智能加密周期中表现最好的人工智能资产之一。 安迪认为，Bittensor 子网目前是数字资产领域最受忽视的交易场所。
2026-03-23 18:28:26
The Rollup
"You can't be pleased about this if you're a DeFi bull." Andy walks through Omer Goldberg's thread documenting how millions in bad debt were created across Gauntlet's Morpho vaults after the Resolv USR exploit. https://twitter.com/therollupco/status/2036137253286584357/video/1
中文: 如果你是德菲的头号手，你对此感到不满。 安迪浏览了奥默·戈德堡的帖子，记录了在解决美国保险库(Resolv USR)漏洞后，古尔特莱的莫福金库中如何产生数百万的不良债务。
2026-03-23 17:45:25
The Rollup
The Bittensor community just acquired a high-profile evangelist in venture capital. Andy breaks down what actually happened. https://twitter.com/therollupco/status/2036131930790330786/video/1
中文: Bittensor 社区刚刚收购了一位风险投资领域的知名福音传道者。 安迪对实际发生的事情进行了剖头。
2026-03-23 17:24:16
The Rollup
RT @OddMaxxing: GM WE ARE LIVE! Today we have... 1:00p EST @SamiStart of @Transak 1:45p EST @anjan_vinod of @paraficapital 2:30p EST @ro…
中文: RT @OddMaxxing:通用的，我们还活着!今天我们有了...... 美国东部时间下午1点 @SamiStart @Transak 美国东部时间下午1:45 @anjan_vinod 的 @paraficapital 美国东部时间下午2:30 @ro...
2026-03-23 17:20:51
The Rollup
Andy lays out his "great valuation disconnect" thesis as ETH sits at $250 billion with a price-to-fees ratio that dwarfs Solana and Hyperliquid. https://twitter.com/therollupco/status/2036127483540406525/video/1
中文: 安迪阐述了他“巨大的估值脱节”论点，即ETH以2500亿美元的价格与费用比数，使索拉纳和超级液体相形见绌。
2026-03-23 17:06:36
The Rollup
Welcome to the institutional supercycle. DAS NYC kicks off. Huge exploit ove the weekend. More on agentic commerce. Calacanis is bullish Bittensor, and the NASDAQ keeps moving closer to 24/7 trading. On today's show, live from the Tokenization Tower: 1:00p EST @SamiStart -…
中文: 欢迎来到机构超级周期。DAS纽约开赛。 周末的巨大剥削。更多关于代理商业的问题。卡拉卡尼斯对比特斯纳持乐观态度，而纳斯达克指数也持续接近24小时交易。 在今天的节目中，从代币化塔现场直播: 1:00p EST @SamiStart -...
2026-03-23 16:33:59
The Rollup
🟢 DAS WEEK BEGINS: Institutional Bull Market Is Here ft. Transak CEO, ParaFi Live In The Tower & Rob Greer on TAO https://x.com/i/broadcasts/1oKMvRnjoVRGQ
中文: 🟢 DAS 周 BEINTS:机构牛市市场已到来。Transak 首席执行官，ParaFi Live in The Tower &罗布·格里尔在TAO上
2026-03-23 16:30:34
The Rollup
JUST IN: Rob Greer will be live on The Rollup at 2:30PM ET to talk Bittensor & AI. https://twitter.com/therollupco/status/2036103249388814455/photo/1
中文: 详情:罗布·格里尔将于美国东部时间下午2:30在The Rollup上直播，与Bittensor & AI进行对话。
2026-03-23 15:30:18
The Rollup
The biggest institutional digital assets conference is finally here. Welcome to @blockworksDAS week. We'll be live from the exhibition floor, presented by @okx. See you there. https://twitter.com/therollupco/status/2036086498093572592/video/1
中文: 规模最大的机构数字资产大会终于来了。 欢迎来到@blockworksDAS 周。 我们将从展览现场现场，由@okx 展示。 见你。
2026-03-23 14:23:44
The Rollup
The biggest institutional digital assets conference is finally here. Welcome to @blockworksDAS week. We'll be live from the exhibition floor, presented by @okx. See you there. https://twitter.com/therollupco/status/2036057543793840478/video/1
中文: 规模最大的机构数字资产大会终于来了。 欢迎来到@blockworksDAS 周。 我们将从展览现场现场，由@okx 展示。 见。
2026-03-23 12:28:41
The Rollup
Eleanor Terrett of Crypto in America shares her perspective on Wall Street waiting for tokenization clarity. https://twitter.com/therollupco/status/2035856875992842582/photo/1
中文: 美国加密货币公司的埃莉诺·特雷特分享了她对华尔街等待代币化清晰度的看法。
2026-03-22 23:11:18
The Rollup
Adam (@adam_minehardt), Head of Policy at @chainlink shares his blunt position on the future of a joint CFTC-SEC regulatory agency for digital assets. We firmly agree with his stance. https://twitter.com/therollupco/status/2035833928603291835/photo/1
中文: @chainlink 的政策主管亚当(@adam_minehardt)对一家针对数字资产的联合CFTC-SEC监管机构的未来持坚定立场。 我们坚定同意他的立场。
2026-03-22 21:40:07
The Rollup
Adam Minehardt of @Chainlink shares his thoughts on the regulatory issues in digital assets. https://twitter.com/therollupco/status/2035832458730492238/photo/1
中文: @Chainlink 的亚当·米内哈特分享了他对数字资产监管问题的看法。
2026-03-22 21:34:16
The Rollup
RT @ChrisBarrett: Chainlink In DC
中文: RT @ChrisBarrett:Chainlink 在 DC
2026-03-22 20:14:11
The Rollup
How TradFi Is Being Forced Into Crypto with @Chainlink Head of Policy @adam_minehardt Timestamps: 00:00 Intro 01:03 Adam's Background 02:09 DC Blockchain Summit & Convergence 03:36 Clarity Act Update 05:15 SEC Quarterly Filing Change Explained 07:02 What to Expect from Paul… https://twitter.com/therollupco/status/2035799740906963331/video/1
中文: 与@Chainlink政策负责人@adam_minehardt合作，TradFi是如何被强制加密的 时间戳: 00:00 介绍 01:03 亚当的背景 02:09 DC 区块链峰会暨会议 03:36 明晰法案更新 05:15 美国证券交易委员会季度申报变更说明 07:02 保罗的期待......
2026-03-22 19:24:16
The Rollup
Is a Gold-Backed Yield Coin the Future of Stablecoins? with @iggyioppe, CIO of @Theo_Network Timestamps: 00:00 Intro 00:47 Iggy's TradFi Background 02:45 The RWA Tokenization Vision 04:34 Why They Built on Hyperliquid 05:47 Iggy's Hyperliquid Bull Case 07:05 How Big Can Hyper… https://twitter.com/therollupco/status/2035750304587645336/video/1
中文: 黄金支持的收益率硬币是稳定币的未来吗?@Theo_Network 的首席信息官 @iggyioppe 时间戳: 00:00 介绍 00:47 Iggy's TradFi 背景 02:45 RWA 代币化愿景 04:34 它们为何建立在高超液体 05:47 伊吉的超液体公牛壳 07:05 大到能怎么大......
2026-03-22 16:07:49
The Rollup
Is a Gold-Backed Yield Coin the Future of Stablecoins? with @iggyioppe CIO at @Theo_Network Timestamps: 00:00 Intro 00:47 Iggy's TradFi Background 02:45 The RWA Tokenization Vision 04:34 Why They Built on Hyper Liquid 05:47 Iggy's Hyper Liquid Bull Case 07:05 How Big Can Hyper… https://twitter.com/therollupco/status/2035719091068043739/video/1
中文: 黄金支持的收益率硬币是稳定币的未来吗?与@iggyioppe首席信息官在@Theo_Network上 时间戳: 00:00 介绍 00:47 Iggy's TradFi 背景 02:45 RWA 代币化愿景 04:34 它们为何建立在超强液体之上 05:47 伊吉的超液态牛壳 07:05 大怎么大...
2026-03-22 14:03:47
The Rollup
2 days. 20+ speakers. 1 historic summit. Policy, adoption, and what's next for digital assets. This is what happens when the industry converges on the capital. https://twitter.com/therollupco/status/2035718891666846051/video/1
中文: 2天。20位以上演讲者。1次历史性峰会。 政策、采用以及数字资产的下一步是什么。 当产业汇聚在首都时，就会发生这种情况。
2026-03-22 14:03:00
The Rollup
Teddy Fusaro, President of @Bitwise, shares his thoughts on modernizing global markets. https://twitter.com/therollupco/status/2035521036305695063/photo/1
中文: @Bitwise 总裁泰迪·富萨罗分享了他对全球市场现代化的看法。
2026-03-22 00:56:47
The Rollup
Teddy Fusaro, President of @Bitwise, shares his thoughts on modernizing global markets.
中文: @Bitwise 总裁泰迪·富萨罗分享了他对全球市场现代化的看法。
2026-03-22 00:26:14
The Rollup
Get Big Fast or Get Right First? Iggy Ioppe, CIO of Theo Network, draws from his Amazon days to explain why Theo is deliberately not trying to reach billions yet. https://twitter.com/therollupco/status/2035452785584406574/video/1
中文: 快速做大，还是先做对? Theo Network 的首席信息官伊吉·伊奥佩从亚马逊时代汲取灵感，解释了为何 Theo 还刻意不试图达到数十亿美元。
2026-03-21 20:25:35
The Rollup
Alex Gluchowski, Founder of @zksync, breaks down his thesis on why Ethereum wins interoperability. https://twitter.com/therollupco/status/2035409673734566238/photo/1
中文: @zksync 创始人亚历克斯·格鲁科夫斯基就以太坊为何赢得互操作性进行了论文。
2026-03-21 17:34:16
The Rollup
How @SuiNetwork Plans to Beat Hyperliquid with @EvanWeb3 Timestamps: 00:00 Intro 01:32 Is Blockchain Just Finance? 02:40 Sui's Vertical Build Strategy 05:00 Who Benefits from Tokenization? 07:21 The Verticalization Shift 09:32 AI Meets Blockchain 11:10 Do We Need Billion TPS?… https://twitter.com/therollupco/status/2035375082189508845/video/1
中文: @SuiNetwork 计划如何使用 @EvanWeb3 战胜 Hyperliquid 时间戳: 00:00 介绍 01:32 区块链只是金融吗? 02:40 麟的垂直构建策略 05:00 谁从代币化中受益? 07:21 垂直化转变 09:32 人工智能与区块链相遇 11:10 我们需要十亿TPS吗?.... .
2026-03-21 15:16:49
The Rollup
How @SuiNetwork Plans to Beat Hyperliquid with @EvanWeb3 https://twitter.com/therollupco/status/2035374987100455043/video/1
中文: @SuiNetwork 计划如何使用 @EvanWeb3 来战胜 Hyperliquid。
2026-03-21 15:16:27
The Rollup
RT @aave: Big agenda for DeFi Day Cannes at @EthCC. From RWAs to stablecoins to institutional DeFi, you’ll hear from leaders across the in…
中文: RT @aave:戛纳DeFi日大议程，@EthCC。 从RWA到稳定币再到机构DeFi，您都会听到来自...
2026-03-21 14:50:23
The Rollup
CEO of The Digital Chamber, Cody Carbone, shares his perspective on US regulatory clarity for digital assets. https://twitter.com/therollupco/status/2035151463165349914/photo/1
中文: 数字商会首席执行官科迪·卡博内分享了他对美国数字资产监管清晰度的看法。
2026-03-21 00:28:14
The Rollup
RT @aave: Come hear the latest from the brightest minds in DeFi and Institutional. In partnership with @therollupco and @EthCC. Hosted by…
中文: RT @aave:快来收听DeFi和Institutional领域最聪明人的最新消息。 与 @therorpupco 和 @EthCC 合作。 由......主持
2026-03-21 00:26:19
The Rollup
We asked @iggyioppe, CIO of @Theo_Network, does Theo need a token? And if so, what's the financial modeling behind it? "We're not in a rush to launch the token. But we want to share our business model with everybody who is a participant in the ecosystem." "If everybody's also a… https://twitter.com/therollupco/status/2035120196654923852/video/1
中文: 我们问了@Theo_Network的首席信息官@iggyioppe，Theo需要代币吗?如果是，它背后的财务模型是什么? 我们并不急于推出该代币。但我们希望与所有参与生态系统的人分享我们的商业模式。 如果每个人都是......
2026-03-20 22:24:00
The Rollup
"thGold is the first gold product in history that pays a yield instead of charging fees." Iggy Ioppe, CIO of Theo Network, breaks down how thGold covers all costs (storage, transport, and management), while generating income for holders and serving as the collateral backbone for… https://twitter.com/therollupco/status/2035103186592121068/video/1
中文: 黄金是历史上首个支付收益而非收费的黄金产品。 Theo Network 的首席信息官伊吉·伊奥佩(Iggy Ioppe)在为持有者创造收入的同时，如何为所有成本(存储、交通和管理)提供 Gold 服务，并担任 的抵押骨干
2026-03-20 21:16:24
The Rollup
"I could definitely see Hyperliquid reaching $100 billion in market cap." @iggyioppe, CIO at @Theo_Network compresses his Hyperliquid bull case into one sentence. https://twitter.com/therollupco/status/2035092466290786396/video/1
中文: 我完全可以看到超流动性能达到1000亿美元的市值。 @iggyooppe，@Theo_Network 的首席信息官，将他的 Hyperliquid 斗牛壳压缩成一句话。
2026-03-20 20:33:48
The Rollup
"I could definitely see Hyperliquid reaching $100 billion in market cap." @iggyioppe, CIO at @Theo_Network compressed his Hyperliquid bull case into one sentence. https://twitter.com/therollupco/status/2035092348154060881/video/1
中文: 我完全可以看到超流动性能达到1000亿美元的市值。 @iggyioppe，@Theo_Network 的首席信息官，将他的 Hyperlikd 牛壳压缩成一句话。
2026-03-20 20:33:20
The Rollup
"I could definitely see Hyperliquid reaching $100 billion in market cap." - @iggyioppe, CIO at @Theo_Network. https://twitter.com/therollupco/status/2035091996449075538/video/1
中文: 我绝对能看到超高速液体达到1000亿美元的市值。——@iggyoppe，@Theo_Network 的首席信息官。
2026-03-20 20:31:56
The Rollup
Rob asked @FirstDigitalHQ's founder if streaming payments on stablecoins are a near-term reality or a pie-in-the-sky theory. Vincent Chok (@vchok) didn't hesitate. "You see MasterCard and Visa, they're all scrambling, really, launching their own AI payments platforms." The… https://twitter.com/therollupco/status/2035087261872599513/video/1
中文: 罗布问@FirstDigitalHQ的创始人，在稳定币上进行流媒体支付是否是一种短期现实或天上派上的理论。 文森特·乔克(@vchok)没有犹豫。 你看万事达卡和维萨，他们都在争先恐后地推出自己的人工智能支付平台。
2026-03-20 20:13:07
The Rollup
NEW: Ex-hedge fund manager and current Chief Investment Officer of Theo Network calls for $100B+ valuation for Hyperliquid. "Now oil on Trade[xyz]. It reached a billion in volume for the last 8 days and also the most interesting thing to me is the prize discovery is incredibly… https://twitter.com/therollupco/status/2035084927260037495/video/1
中文: 新:前对冲基金经理兼现任Theo Network首席投资官呼吁对Hyperliquid进行1000多亿美元的估值。 现在石油在贸易上[xyz]。过去8天的成交量达到了十亿，而对我来说最有趣的是，奖项发现令人难以置信......
2026-03-20 20:03:51
The Rollup
Vincent Chok, CEO of First Digital, on why stablecoins are the native payment method for AI agents. Credit cards require human authorization. They have business hours baked into their infrastructure. Chargebacks assume a human made the purchase. PCI compliance assumes a person… https://twitter.com/therollupco/status/2035078645929160709/video/1
中文: First Digital首席执行官Vincent Chok，关于稳定币为何是人工智能代理的原生支付方式。 信用卡需要人工授权。他们的基础设施已投入营业时间。回扣假设是人购买了。PCI合规性由个人承担......
2026-03-20 19:38:53
The Rollup
"Stablecoin market cap is at its infant stage. There's tons of room." @vchok, CEO of @FirstDigitalHQ, isn't fighting Tether for current share. He's building compliant banking rails and agentic wallets for the market that's coming. "We want it 100% solid before we go big." https://twitter.com/therollupco/status/2035069682890178937/video/1
中文: 稳定币的市值正处于起步阶段。房间有成吨。 @FirstDigitalHQ 的首席执行官 @vchok 不会与 Tether 争夺当前份额。他正在为即将上市的市场打造合规的银行轨道和中介钱包。 我们希望在大放风之前完全稳定。
2026-03-20 19:03:16
The Rollup
"Without Trump's affiliation, this thing would be absolutely thrown into the scam bucket." Andy expresses deep skepticism about USD1 competing with USDC and USDT and calls World Liberty Fi "about as close as it gets" to a scam. https://twitter.com/therollupco/status/2035065039606939811/video/1
中文: 如果没有特朗普的隶属关系，这件事就完全会被扔进骗局桶里。 安迪对美元与USDC和USDT竞争表示强烈怀疑，并称World Liberty Fi与诈骗行为“关系密切”。
2026-03-20 18:44:49
The Rollup
Rob and Andy discuss the AI token surge and Bittensor's mainstream moment. https://twitter.com/therollupco/status/2035061062278508749/video/1
中文: 罗布和安迪讨论了人工智能代币激增以及Bittensor的主流时刻。
2026-03-20 18:29:01
The Rollup
"Everything's fast and affordable and secure. We've solved the blockchain trilemma." "What we haven't solved is the regulatory structure of a lot of these things." Rob says policy overtook technology as the most interesting frontier in digital assets. https://twitter.com/therollupco/status/2035053751614980543/video/1
中文: 一切快速、实惠且安全。我们已经解决了区块链的三难困境。 我们尚未解决的是许多这些事情的监管结构。 罗布表示，政策将技术超越，成为数字资产领域最具趣味的前沿领域。
2026-03-20 17:59:58
The Rollup
RT @Theo_Network: Tune in to hear Theo leadership on the @therollupco at 2:15p EST.
中文: RT @Theo_Network:请收听 @theroollupco 的 @theroollupco 听证会，时间为美国东部时间下午2点15分。
2026-03-20 17:38:08
The Rollup
Happy Friday. End of a massive week. Morgan Stanley filed for spot BTC ETF. Coinbase launched 24/7 equity perps at 20x leverage. Sen. Lummis hints stablecoin yield is 99% resolved. Moody's bringing credit ratings onchain. On today's show: 1:45p EST @vchok - @FirstDigitalHQ…
中文: 周五快乐。结束一个庞大的一周。 摩根士丹利申请了现货比特币ETF。Coinbase以20倍的杠杆率推出了24/7股权。参议员Lummis暗示稳定币收益率已99%得到解决。穆迪带来连锁信用评级。 在今天的节目中: 1:45p EST @vchok - @FirstDigitalHQ...
2026-03-20 17:30:59
The Rollup
LIVE From The Tokenization Tower: First Digital CEO Joins The Show & Theo Leadership Live In The Nest https://x.com/i/broadcasts/1nGeLyDMdLLKX
中文: 从代币化塔现场直播:首任数字CEO加入The Show &Theo Leadership Live Inte
2026-03-20 17:29:29
The Rollup
.@cosmo_jiang reveals it just takes one killer app to break into the mainstream, pointing out that his barber talked about setting up a claw bot with him to run his business. "OpenAi has become one of the largest brands in a very short period of time because they had one… https://twitter.com/therollupco/status/2034846985123971123/video/1
中文: @cosmo_jiang 透露，只需一款杀手级应用就能够进入主流领域，并指出他的理发师曾谈论要与他一起建立一个爪子机器人来经营自己的生意。 OpenAi 在极短时间内成为最大的品牌之一，因为他们拥有一个......
2026-03-20 04:18:21
The Rollup
Jensen Huang is bullish on decentralized training. Templar, a Bittensor Subnet 3, was also mentioned by Chamath at the Nvidia conference today. Andy & James discuss what this means for the broader Bittensor ecosystem. https://twitter.com/therollupco/status/2034805494393479187/video/1
中文: 黄仁勋对去中心化培训持乐观态度。 今天在英伟达大会上，查马思也提到了比特币“子网3”的圣殿。 安迪·安普;詹姆斯讨论了这对更广泛的Bittensor生态系统意味着什么。
2026-03-20 01:33:29
The Rollup
The TAO flywheel James Ross broke down on our show is happening in real time. - Templar produces real pre-training output. - Mainstream AI notices. - Jensen Huang discusses it on the All-In Pod. - Stakers move TAO into the subnet. - TAO demand rises. - All 128 subnets… https://twitter.com/therollupco/status/2034785944805454334/video/1
中文: TAO飞轮詹姆斯·罗斯在节目中的表现正在实时进行。 - 圣殿器产生真正的预训练输出。 - 主流人工智能通知。 - 黄仁勋在全内荚上讨论。 - 施塔克将TAO移入子网中。 - TAO需求上升。 - 全部128个子网......
2026-03-20 00:15:48
The Rollup
Jason Calacanis won't stop talking about Bittensor. Andy asks @jamesrosst to explain why. The answer comes down to one word: subnets. "Bittensor is essentially an incentive mechanism. Subnets create a competitive environment to run a task or a challenge that gets lots of… https://twitter.com/therollupco/status/2034766870960828553/video/1
中文: 杰森·卡拉卡尼斯不会停止谈论比特斯特。 安迪让@jamesrosst解释原因。 答案归结为一个词:子网。 Bittensor 本质上是一种激励机制。子网为执行任务或挑战创造了竞争激烈的环境，而任务也变得众多......
2026-03-19 23:00:00
The Rollup
“Bittensor is recreating a lot of the early interest people saw during DeFi Summer, where multiple projects were launching.” Andy asks Synth founder James Ross for his bull thesis on Bittensor. Hundreds of millions of dollars could flow into the Bittensor ecosystem, and TAO… https://twitter.com/therollupco/status/2034759497160273985/video/1
中文: Bittensor 正在重现人们在 DeFi 夏季推出多个项目时所看到的大量早期兴趣。 安迪向Synth创始人詹姆斯·罗斯请求他在Bittensor上的大写论文。 数亿美元可能流入Bittensor生态系统，TAO......
2026-03-19 22:30:42
The Rollup
The strongest bull case for agentic commerce has nothing to do with volume. Jay Yu from Pantera Capital explains why that number is irrelevant to the investment thesis. "It's an e-commerce-sized opportunity. It's massive. But it's going to happen gradually and in waves."… https://twitter.com/therollupco/status/2034749200936603757/video/1
中文: 代理商业最有力的牛市案例与交易量无关。 潘特拉资本的杰·余解释了为何这个数字与投资论文无关。 这是一个电子商务规模巨大的机遇。体积很大。但这种情况将逐渐发生，并会掀起波澜。......
2026-03-19 21:49:47
The Rollup
Pantera Capital's @0xfishylosopher and @cosmo_jiang sat down with us to separate the real thesis from the noise on agentic finance. - Three things most people get wrong about agentic payments. - Why 'agent banking' is the actual category. - And the specific infrastructure… https://twitter.com/therollupco/status/2034740512976965706/video/1
中文: 潘泰拉资本的@0xfishylosopher和@cosmo_jiang与我们坐下来，将真正的论点与代理金融的噪音区分开来。 - 大多数人在自给支付方面会出错的三件事。 - 为什么“代理银行”是实际类别。 - 以及具体基础设施......
2026-03-19 21:15:16
The Rollup
A debate about decentralization for prediction markets on stage got heated. Andy weighed in with a take that threads both positions. "Both Haseeb and Mason are right about prediction markets. The real proof? Polymarket is global while Kalshi is still asking permission." https://twitter.com/therollupco/status/2034733642606399994/video/1
中文: 关于舞台上预测市场去中心化的争论变得激烈。 安迪用两个位置都用这个线索来权衡。 哈西布和梅森在预测市场方面都是正确的。真正的证据?Polymarket 具有全球性，而 Kalshi 仍在请求许可。
2026-03-19 20:47:58
The Rollup
Andy asks head of asset management at G20 Group, Nauman Sheikh, whether or not the basis trade is still alive: "I would say there’s not a lack of opportunities. It’s a case of just, okay, what’s the next level and how can you set your infrastructure up to be able to take… https://twitter.com/therollupco/status/2034727955835056456/video/1
中文: 安迪询问G20集团资产管理主管瑙曼·谢赫，无论基础交易是否仍然存在: 我认为并不缺乏机会。这只是个例子，好吧，接下来的阶段是什么，以及你如何设置基础设施以达到能够接受......
2026-03-19 20:25:22
The Rollup
Andy asked how perps bleed into traditional finance. Nauman Sheikh answered with numbers that reframe the entire conversation. - $93 trillion was traded in perps globally in 2025 - CME did $3 trillion in crypto futures - That's a 30x gap between the perpetual futures market… https://twitter.com/therollupco/status/2034717123147100208/video/1
中文: 安迪问，传统金融的渗透方式是如何被渗透的。 瑙曼·谢赫回答了数小数，这些数据重新调整了整个对话。 - 2025年全球交易额达93万亿美元 - 芝加哥商品交易所(CME)的加密货币期货价格达到3万亿美元 - 永久期货市场之间的差距是30倍......
2026-03-19 19:42:20
The Rollup
"A year ago the question was 'when do we launch our token?' Now the whole conversation is 'do we even need a token?'" Nauman Sheikh on how the SEC guidance changes token launches. https://twitter.com/therollupco/status/2034710147214299583/video/1
中文: 一年前的问题是“我们什么时候推出我们的代币?”现在整个话题都是“我们甚至需要一个代币吗?” 瑙曼·谢赫谈美国证券交易委员会(SEC)的指导方针如何改变代币发行。
2026-03-19 19:14:36
The Rollup
Nauman Sheikh on what the SEC commodity classification actually unlocks: "Now these tokens can be used as collateral." "CME is piloting Bitcoin, ETH, stablecoins as collateral against derivative trades." "It makes the market more capital efficient. Brings in new institutional… https://twitter.com/therollupco/status/2034702541393362961/video/1
中文: 瑙曼·谢赫关于美国证券交易委员会商品分类实际解锁的内容: 现在这些代币可以用作抵押品。 CME正在试点比特币、以太坊和稳定币作为衍生品交易的抵押品。 它使市场更具资本效率。引入新的机构......
2026-03-19 18:44:23
The Rollup
"Visa's screwed. They have no way to compete with stablecoins. They know it. If you want to use an agent, they're going to use stablecoins." Andy on Visa's AI agent payment tool. https://twitter.com/therollupco/status/2034697885648888245/video/1
中文: 维萨的螺丝钉。他们无法与稳定币竞争。他们知道这一点。如果你想使用代理，他们会使用稳定币。 安迪在Visa的AI代理支付工具上。
2026-03-19 18:25:53
The Rollup
Monitoring the situation from The Nest. The Neo Finance thesis says 24/7 markets are a structural necessity, not a feature. This weekend is about to prove it again. Iran struck Qatar's natural gas infrastructure. 17% export capacity wiped out. European gas up 25%. US proposing… https://twitter.com/therollupco/status/2034683019676524782/video/1
中文: 从The Nest监控情况。 Neo Finance 的论文指出，24/7 市场是结构性必需品，而不是特征。这个周末即将再次证明这一点。 伊朗打击了卡塔尔的天然气基础设施，17%的出口能力被耗尽。欧洲天然气上涨25%。美国提议......
2026-03-19 17:26:49
The Rollup
Quick recap by @andyyy on what happened in DC the last couple days. → SEC/CFTC commodity classifications. → New categories: digital collectibles, digital tools, digital securities. Tokenized securities still securities. → S&P 500: exclusive perpetual futures license to… https://twitter.com/therollupco/status/2034678869303693578/video/1
中文: @andyy 快速回顾一下最近几天在华盛顿特区发生的事情。 → 证券交易委员会/证券交易委员会(CFTC)商品分类。 → 新类别:数字收藏品、数字工具、数字证券。代币化证券仍然是证券。 → 标普500指数:独家永久期货许可...
2026-03-19 17:10:19
The Rollup
We finally got the clarity we wanted from DC Blockchain summit, yet the markets nuked. Today we're talking agentic payments, Bittensor, and what happens when AI becomes a real economic actor. On today's show: 1:00p EST Nauman Sheikh - G20 Group 2:00p EST @cosmo_jiang &…
中文: 我们终于从DC区块链峰会上获得了我们想要的明确性，但市场却变得不明确。 今天我们谈论的是特工支付、Bittensor，以及当人工智能成为真正的经济参与者时会发生什么。 在今天的节目中: 东部时间下午1点 瑙曼·谢赫 - G20集团 美国东部时间下午2点 @cosmo_jiang &...
2026-03-19 16:43:04
The Rollup
Recapping HUGE DC Week, Oil Ripping, Hosting Head of Asset Mgmt At G20, Bittensor & Pantera Capital Join The Show https://x.com/i/broadcasts/1YGNrZaoWnbGw
中文: 重新应对大DC周，加油，G20、Bittensor & Pantera Capital 担任资产Mgmt的托管负责人
2026-03-19 16:41:10
The Rollup
NEW: RWAs are coming to @ether_fi neobank, powered by @SuperstateInc & @plumenetwork. This is neo finance. https://twitter.com/therollupco/status/2034660780981788922/video/1
中文: 最新:RWAs 将访问 @ether_fi neobank，由 @SuperstateInc & @plumenetwork 提供支持。 这是新金融。
2026-03-19 15:58:27
The Rollup
RT @robbiek__: Great few days in D.C. https://twitter.com/robbiek__/status/2034653046869807149/photo/1
中文: RT @robbiek__:华盛顿特区的精彩几天
2026-03-19 15:33:33
The Rollup
RT @andyyy: “Be sure you put your feet in the right place, then stand firm” - Abraham Lincoln https://twitter.com/andyyy/status/2034634786715636079/photo/1
中文: RT @andyy:“一定要把脚放在正确的位置，然后站稳脚跟” - 亚伯拉罕·林肯
2026-03-19 14:46:27
The Rollup
RT @PerianneDC: I have the BEST time on @therollupco, which was started by members of the @UF Bitcoin Club. I sponsored their trip to the D…
中文: RT @PerianneDC:我在@therolupco上拥有最佳时间，该活动由@UF比特币俱乐部的成员创办。我赞助了他们的D...之旅
2026-03-19 14:21:52
The Rollup
RT @momentumxglobal: 1 week away from Modern Money: DAS with @turnkeyhq & @Polymarket Builders ⚡ Supported by @therollupco & @NexusMutual…
中文: RT @momentumxglobal:距离Modern Money:DAS with @turnkeyhq & @Polymarket Builders 1周时间 ⚡ 由 @therolupco & @NexusMutual 提供支持......
2026-03-19 13:53:11
The Rollup
RT @robbiek__: I asked the founder of @DigitalChamber, Perianne (@PerianneDC), what advice she has for digital asset founders if the politi…
中文: RT @robbiek__:我问了@DigitalChamber的创始人佩里安(@PerianneDC)，如果这位政治家......她对数字资产创始人有什么建议......
2026-03-19 10:58:52
The Rollup
The S&P500 is choosing winners. Andy and Robbie ask Frank what S&P licensing Hyperliquid really means. He once again insightfully expresses his bullishness, and says: "There's going to be a global proliferation of these assets launching onchain. So, the losers are brokers that… https://twitter.com/therollupco/status/2034464412375957638/video/1
中文: S&P500 正在选择获奖者。 安迪和罗比问弗兰克，S&P 授权超流动性差的真正含义是什么。 他再次富有洞察力地表达了自己的乐观态度，并说道: 这些资产将在全球范围内推出，并推出链上。因此，输家是那些......
2026-03-19 02:58:09
The Rollup
"We are generally working to move policy forward in a way that helps the industry and consumers adapt to crypto." Robbie asks Chainlink’s Head of Policy, Adam (@adam_minehardt), what it means to have $LINK and @chainlink be a part of changing legislation here in DC. https://twitter.com/therollupco/status/2034405052530532697/video/1
中文: 我们通常致力于推动政策向前发展，以帮助行业和消费者适应加密货币。 罗比问查链联行政策主管亚当(@adam_minehardt)，在华盛顿特区，让 $LINK 和 @chainlink 成为修改立法的一部分意味着什么。
2026-03-18 23:02:16
The Rollup
"The S&P500 and Moody's are the guardians at the gate...and now that they're going to help Wall Street get in, there's really nothing that can stop it." - @fintechfrank https://twitter.com/therollupco/status/2034390114818760940/video/1
中文: S&P500和穆迪是守门人......现在他们将帮助华尔街进入，实际上没有什么能阻止它。—— @fintechfrank
2026-03-18 22:02:55
The Rollup
"The S&P 500 and Moody's are the guardians at the gate. And now that they're gonna help Wall Street get in, there's really nothing that can stop it." - @fintechfrank https://twitter.com/therollupco/status/2034390015338230122/video/1
中文: 标普500指数和穆迪是守门人。现在他们要帮助华尔街上场，其实没有什么能阻止它。——@fintechfrank
2026-03-18 22:02:31
The Rollup
"The S&P 500 and Moody's are the guardians at the gate. And now that they're gonna help Wall Street get in, there's really nothing that can stop it." - @fintechfrank head of content at @GSR_io https://twitter.com/therollupco/status/2034389884618854911/video/1
中文: 标普500指数和穆迪是守门人。现在他们要帮助华尔街进入，其实没有什么能阻止它。——@fintechfrank 内容主管，@GSR_io
2026-03-18 22:02:00
The Rollup
Robbie asks Chainlink’s Head of Policy, Adam (@adam_minehardt), for his most important takeaways from DC. "The taxonomy and interpretations for crypto assets have been critical to hear from regulators. It’s a lot of what we’ve been hoping for." "They basically said it and put… https://twitter.com/therollupco/status/2034381334219563352/video/1
中文: 罗比向查恩林克的政策主管亚当(@adam_minehardt)请问他在华盛顿特区最重要的收获。 加密货币资产的分类学和解释对监管机构的提问至关重要。这是我们一直期望的很多。 他们基本上说了话，然后说......
2026-03-18 21:28:01
The Rollup
Ben Shervin, General Counsel at @chainlink, on the SEC's new digital asset guidance: "We got great guidance from the SEC yesterday." "It confirms unequivocally that LINK is a digital commodity." "I think we all knew. But it was nice to see in writing." "It was a big step by… https://twitter.com/therollupco/status/2034374704081903640/video/1
中文: @chainlink 总法律顾问本·舍文就美国证券交易委员会(SEC)新的数字资产指引: 我们昨天收到了美国证券交易委员会的良好指导。 这明确证实了链接是一种数字商品。 我想我们都知道。但从文字中看出来真是太好了。 这是一大步......
2026-03-18 21:01:40
The Rollup
Eleanor Terrett (@EleanorTerrett), host of @CryptoAmerica_, on the DeFi regulation sticking point: "DeFi is hard to regulate. Almost impossible." "Getting something inherently not supposed to be regulated to a point where both sides can live with it is the challenge." Senate… https://twitter.com/therollupco/status/2034366228509434168/video/1
中文: 埃莉诺·特雷特(@EleanorTerrett)，@CryptoAmerica_的主持人，关于DeFi监管的棘手问题: DeFi很难监管。几乎不可能。 将某些本质上不应受到监管的东西控制到双方都能与之共存的阶段，是一项挑战。 参议院......
2026-03-18 20:28:00
The Rollup
Andy asks Frank Chaparro why Kraken is delaying its IPO: “It was actually surprising to me because I feel like we're in a period of the market where the token window has closed.” "A lot of projects are coming out and saying we gotta wait and so Kraken is really just mirroring… https://twitter.com/therollupco/status/2034360379266969724/video/1
中文: 安迪问弗兰克·查帕罗，为什么克拉肯要推迟其首次公开募股: 这其实让我感到意外，因为我觉得我们正处于市场时期，而市场窗口已经关闭。 很多项目即将推出，说我们必须等待，所以克拉肯真的只是在模仿......
2026-03-18 20:04:45
The Rollup
The industry celebrated the Genius Act like it was the finish line. Eleanor Terrett says it was the first mile of a five-mile race. "Think of it as a whole pie. Genius is 20%. Market structure is the other 80%. And market structure hasn't even passed yet." https://twitter.com/therollupco/status/2034355754963001407/video/1
中文: 业界将《天才法案》视为终点线。埃莉诺·特雷特表示，这是五英里赛跑的第一英里。 把它想象成一整块派。天才是20%。市场结构是另外80%。市场结构甚至尚未通过。
2026-03-18 19:46:23
The Rollup
Scarlett Sieber runs strategy at @money2020. She sits in rooms with C-suites and boards of the largest financial institutions on earth. The picture she painted is different from what most of the digital assets timeline assumes. The institutions aren't ignorant. They're not… https://twitter.com/therollupco/status/2034345293496385950/video/1
中文: 斯嘉丽·西伯在@money2020上推出策略。她坐在房间里，设有一套配备C级的套房和世界上最大的金融机构的董事会。 她所描绘的画面与大多数数字资产时间线所假设的不同。 这些机构并不无知。他们不是......
2026-03-18 19:04:48
The Rollup
Virginia from @money2020 on the four pillars driving financial convergence: "Cross-border payments modernization. 24/7 access. AI as a trust and personalization layer. Fintech-as-a-service partnerships replacing competition. And regulation and policymaker alignment." "Before,… https://twitter.com/therollupco/status/2034340064671441315/video/1
中文: 弗吉尼亚州从@money2020开始，就推动财务趋同的四大支柱进行: 跨境支付现代化。全天候接入。人工智能作为一种信任与个性化的层次。金融科技即服务合作伙伴关系取代竞争。以及监管与政策制定者的一致。 以前，......
2026-03-18 18:44:02
The Rollup
RT @ChrisBarrett: Chainlink back on shortly tune in live
中文: RT @ChrisBarrett:Chainlink 稍后回归直播
2026-03-18 18:18:50
The Rollup
The SEC's five-classification framework for digital assets: → Digital Commodities: Bitcoin, Ethereum, Chainlink, Solana. Decentralized systems. Token has functional role. Not securities. → Digital Collectibles: NFTs, memecoins. Speculative. Limited utility. → Digital Tools:… https://twitter.com/therollupco/status/2034330070941110725/video/1
中文: 美国证券交易委员会的数字资产五级分类框架: → 数字商品:比特币、以太坊、链链、索拉纳。去中心化系统。代币具有功能性角色。不是证券。 → 数字收藏:NFT、memecoins。推测性。效用有限。 → 数字工具:
2026-03-18 18:04:19
The Rollup
Tempo launched with genuine technical differentiation, novel token standards, and a distribution advantage through Stripe. The timeline shrugged. If a chain with real differences can't generate excitement, is the market saying that chain launches are dead as a category? Rob:… https://twitter.com/therollupco/status/2034325907607814469/video/1
中文: Tempo 通过 Stripe 推出，采用真正的技术差异化、新颖的代币标准以及分销优势。 时间线耸了耸肩。 如果一条存在真正差异的连锁产品无法带来兴奋，那么市场是否认为连锁发行已作为一个类别而已消亡? 罗布:......
2026-03-18 17:47:46
The Rollup
Eleanor Terrett is LIVE with The Rollup in D.C. Tune in. https://twitter.com/therollupco/status/2034324470727360840/photo/1
中文: 埃莉诺·特雷特在华盛顿特区与The Rollup合作生活。 收听。
2026-03-18 17:42:04
The Rollup
"Crypto gets singled out in the regulatory environment." Andy asks @DigitalChamber founder Perianne Boring (@PerianneDC) whether President Trump could become a deterrent to the Clarity Act. Perianne says the bigger issue is regulatory parity: Why is crypto the only industry… https://twitter.com/therollupco/status/2034321919944671291/video/1
中文: 加密货币在监管环境中被特别指出。 安迪问@DigitalChamber创始人佩里安·博林(@PerianneDC)，特朗普总统能否成为《明晰法案》的威慑力量。 佩里安表示，更大的问题是监管平等: 为什么加密货币是唯一的行业......
2026-03-18 17:31:56
The Rollup
Alex Gluchowski (@gluk64), co-founder of @zksync, on why banks are finally moving to blockchain after a decade of resistance. "They can't compete on speed with 1970s infrastructure." "Stablecoins are taking so much value away from the banking system. The banks feel this… https://twitter.com/therollupco/status/2034317658548752737/video/1
中文: 亚历克斯·格卢科夫斯基(@gluk64)，@zksync联合创始人，谈到银行在经历了十年的抵制后，最终转向区块链的原因。 他们无法在速度上与20世纪70年代的基础设施竞争。 稳定币正在从银行系统中获取如此多的价值。银行们对此有这种感觉......
2026-03-18 17:15:00
The Rollup
"Technology doesn't care. Technological progress moves forward. You can slow it down. You can try to divert it. But it is inevitable." @PerianneDC, founder of the @DigitalChamber, says every obstacle the industry is facing right now will look like a speed bump in 10 years. If a… https://twitter.com/therollupco/status/2034313628250181785/video/1
中文: 科技不在乎。技术进步向前发展。你可以放慢速度。你可以试着转移它。但这是不可避免的。 @DigitalChamber 的创始人 @PerianneDC 表示，目前该行业面临的每一个障碍都将在十年内看起来像是一次减速带。 如果是......
2026-03-18 16:58:59
The Rollup
We are live in DC with the @money2020 team, @EleanorTerrett and @adam_minehardt up next. Tune in 🇺🇸 https://x.com/i/broadcasts/1NGaraDvzBVJj
中文: 接下来，我们与@money2020团队、@EleanorTerrett和@adam_minehardt共同居住。 音调在🇺🇸
2026-03-18 16:43:08
The Rollup
"Large players will never agree to build on another large player’s infrastructure, which is why Ethereum is the only option." Robbie asks ZK inventor Alex (@gluk64) how much credence he gives companies building their own L1s. Do JP Morgan, NYSE, and Circle all want to operate… https://twitter.com/therollupco/status/2034308939857178693/video/1
中文: 大型玩家永远不会同意在另一个大型玩家的基础设施上进行建设，因此以太坊是唯一的选择。 罗比问ZK发明家亚历克斯(@gluk64)，他给予公司建设自己L1的多少信用。 摩根大通、纽约证券交易所和Circle都希望运营......
2026-03-18 16:40:21
The Rollup
Alex Gluchowski (@gluk64), co-founder of @zksync, on why banks are finally moving to blockchain after a decade of resistance. https://twitter.com/therollupco/status/2034308850724003944/video/1
中文: 亚历克斯·格卢科夫斯基(@gluk64)，@zksync联合创始人，谈到银行在经历了十年的抵制后最终转向区块链的原因。
2026-03-18 16:40:00
The Rollup
"The large players, will never agree to build on the infrastructure of another large player and this is why Ethereum is the only option." Robbie ask ZK Inventor Alex (@gluk64) how much creedence do you give companies building their own L1 Does JP Morgan, NYSE, and Circle all… https://twitter.com/therollupco/status/2034304863950025024/video/1
中文: 大型玩家永远不会同意在另一个大型玩家的基础设施上进行建设，因此以太坊是唯一的选择。 罗比问ZK发明家亚历克斯(@gluk64)，你给企业建立自己的L1需要多少信条 摩根大通、纽约证券交易所和Circle都有吗......
2026-03-18 16:24:09
The Rollup
Andy on the S&P 500 licensing its index for Hyperliquid perps: "The S&P 500 knows they're cooked. If they don't get on board with Hyperliquid, Hyperliquid was gonna eat their entire lunch. They're scared." Rob's counter: "They're partnering with Hyperliquid by cutting off all… https://twitter.com/therollupco/status/2034301202523976074/video/1
中文: 安迪在S&amp上，P 500为其超流动性指数(Hyperliquid persp)进行授权: 标准普尔500指数知道它们已经熟了。如果他们不使用超液体，超级液体就会吃完整个午餐。他们很害怕。 罗布的计数器: 他们通过切断所有内容与 Hyperliquid 合作......
2026-03-18 16:09:36
The Rollup
RT @zksync: Catch @gluk64 live on the @therollupco 👇
中文: RT @zksync:在 @therollupco 上实时观看 @gluk64 👇
2026-03-18 15:46:07
The Rollup
BREAKING: Digital Chamber CEO says the White House has a major announcement today at the Summit regarding the CLARITY act. https://twitter.com/therollupco/status/2034292656432464048/video/1
中文: 爆料:数字商会首席执行官表示，白宫今天在峰会上就“澄清法案”发布了一项重大声明。
2026-03-18 15:35:39
The Rollup
BREAKING: Digital Chamber CEO says the White House has a major announcement today at the Summit regarding the CLARITY act. https://twitter.com/therollupco/status/2034291775846670729/video/1
中文: 突发新闻:数字商会首席执行官表示，白宫今天在峰会上就“澄清法案法案 宣布了重大消息”。
2026-03-18 15:32:09
The Rollup
RT @DigitalChamber: LIVE with @CodyCarboneDC now with our friends from @therollupco
中文: RT @DigitalChamber:现在与来自 @therollupco 的朋友一起与 @CodyCarboneDC 一起生活
2026-03-18 15:21:47
The Rollup
🚨HUGE WEEK IN DC. We will continue our coverage during a landmark week for digital assets regulation at DC Blockchain Summit. - @gluk64 - @zksync - @PerianneDC - @DigitalChamber - @millercwl - @SolanaInstitute - @EleanorTerrett - @CryptoAmerica_ - @adam_minehardt - @Chainlink…
中文: 华盛顿特区的巨大一周。 我们将在DC区块链峰会上为数字资产监管进行具有里程碑意义的一周内继续报道。 - @gluk64 - @zksync - @PerianneDC - @DigitalChamber - @millercwl - @SolanaInstitute - @EleanorTerrett - @CryptoAmerica - @adam_minehardt - @Chainlink...
2026-03-18 15:06:18
The Rollup
🚨 LANDMARK WEEK FOR DIGITAL ASSETS: LIVE From DC Blockchain Summit Day 2 https://x.com/i/broadcasts/1NGaraDvzBVJj
中文: 🚨 数字资产的地标性网络:实时直播，来自DC区块链峰会第二日
2026-03-18 15:04:02
The Rollup
BREAKING: S&P 500 perpetuals are coming to Hyperliquid. https://twitter.com/therollupco/status/2034282292403745247/photo/1
中文: 突破: S&P 500 永久指数即将进入 Hyperliquid。
2026-03-18 14:54:28
The Rollup
RT @chainlink: Convergence is happening now. TradFi 🤝 Crypto https://twitter.com/chainlink/status/2033958090895151210/video/1
中文: RT @chainlink:现在正在发生趋同。 TradFi 🤝 加密货币
2026-03-18 11:05:16
The Rollup
"The Mellon Bank heir did all kinds of stuff to make sure his crypto was secure. It was so secure that none of the family can get into the $200 million he left." Wasim Ahmad, co-founder of Vault12, on why the product was built. https://twitter.com/therollupco/status/2034138762259628316/video/1
中文: 梅隆银行的继承人做了各种各样的事情，以确保他的加密货币安全。安全得离世，以至于家里没有人能进入他留下的2亿美元。 Vault12联合创始人瓦西姆·艾哈迈德就该产品制造原因发表了论。
2026-03-18 05:24:08
The Rollup
James Cheng, CFO at @canaanio, on why Bitcoin mining and AI aren't competing: "It's just like agriculture for AI. Cloud computing is the food. Same energy. Different value. One ecosystem." https://twitter.com/therollupco/status/2034124636473250195/video/1
中文: @cananio 的首席财务官 James Cheng 谈到为何比特币挖矿和人工智能不会竞争: 就像农业对人工智能一样。云计算就是食物。同样的能量。不同的价值。一个生态系统。
2026-03-18 04:28:00
The Rollup
"I know that crypto people don't love hearing this... It's still very early in the process." Andy ask President of @Bitwise what he is hearing behind closed doors regarding institution & bank allocating increased amounts into crypto: Morgan Stanley, Merrill Lynch, Wells Fargo,… https://twitter.com/therollupco/status/2034115621735080374/video/1
中文: 我知道加密货币的人不喜欢听到这个......这个过程还很早。 安迪向@Bitwise的总裁询问，他在闭门就机构和加密货币(即银行向加密货币分配增加的金额)方面听到了什么: 摩根士丹利、美林、富国银行......
2026-03-18 03:52:10
The Rollup
Why would an institution care about blockchain if they don't care about being "onchain"? Because their capital is locked for 24 hours after every trade and their markets close on weekends during geopolitical crises. Blockchain fixes both. @jacqmelinek says that's the pitch… https://twitter.com/therollupco/status/2034098811325260201/video/1
中文: 如果一家机构不在意“链”，又何必关心区块链? 因为在每笔交易结束后，他们的资本在24小时内处于封闭状态，而在地缘政治危机期间，他们的市场在周末关闭。 区块链解决了这两个问题。@jacqmelinek 表示，这就是问题所在......
2026-03-18 02:45:23
The Rollup
The lads and Jacquelyn argue that the real moat in digital assets has shifted from technology to regulatory positioning. https://twitter.com/therollupco/status/2034085999890837886/video/1
中文: 小伙子们和杰奎琳认为，数字资产的真正变化已从技术转向监管定位。
2026-03-18 01:54:28
The Rollup
"Good luck finding a VCR today. Maybe at a thrift shop." Chas Rampenthal uses the VCR analogy to describe where traditional settlement is headed. Not exploding. Not disappearing overnight. Gradually becoming irrelevant as the better option takes over. "You had a choice. You… https://twitter.com/therollupco/status/2034064887433801914/video/1
中文: 今天祝你找到一位录像机好运。也许在一家旧货店。 查斯·兰普坦塔尔使用VCR类比来描述传统和解走向。不爆炸。不会一夜之间消失。随着更好的选择接手，逐渐变得无关紧要。 你有选择。你......
2026-03-18 00:30:34
The Rollup
RT @realmotioninc: Rollup has Real Motion
中文: RT @realmotioninc:Rollup 有真实动态
2026-03-17 23:58:18
The Rollup
RT @TokenRelations: Institutions are coming onchain, and they're going to need to interact with DeFi protocols that were built for native c…
中文: RT @TokenRealtions:机构即将推出，需要与为本地 c... 构建的 DeFi 协议进行交互。
2026-03-17 23:56:39
The Rollup
Chas Rampenthal's raw unfiltered approach to tokenization and how they're implementing it at Dinari. https://twitter.com/therollupco/status/2034048470760272050/video/1
中文: 查斯·兰普森塔尔在迪纳里公司采用未经筛选的原汁原木化方法，以及他们如何实施。
2026-03-17 23:25:20
The Rollup
"The pace of innovation will grow tremendously when we have that level of clarity." Evan Cheng describing what happens the moment the guesswork ends. Not gradually. Tremendously. Right now, every product decision in digital assets carries regulatory risk. Launch a yield… https://twitter.com/therollupco/status/2034041366875926583/video/1
中文: 当我们拥有这种清晰的水平时，创新的步伐将大幅增长。 埃文·程描述了猜测结束的那一刻会发生什么。不是循序渐进的。有情地。 目前，数字资产领域的每一项产品决策都存在监管风险。 推出一个收益......
2026-03-17 22:57:07
The Rollup
President of @Bitwise Teddy Fusaro finds it crazy the internet doesn't shut down but global markets shut in the middle of the day. "The blockchain is never down. Ethereum is still trading, Coinbase is still ticking, Kraken is still ticking. We have, people are still putting… https://twitter.com/therollupco/status/2034037011720347728/video/1
中文: @Bitwise 总裁泰迪·富萨罗发现，互联网并未关闭，但全球市场在当天中午就关闭了。 区块链永远不会被关闭。以太坊仍在交易，Coinbase仍在上涨，Kraken仍在上涨。我们还有，人们还在关注......
2026-03-17 22:39:48
The Rollup
"People are always interested in their finance. The world is always interested in finance. So it's not a surprise this is where a lot of the energy is focused right now." @EvanWeb3 explains why blockchain looks like "just finance" from the outside. Not because the technology is… https://twitter.com/therollupco/status/2034024728390975952/video/1
中文: 人们总是对自己的财务感兴趣。世界始终对金融感兴趣。因此，目前很多精力都集中在此点也就不足为奇了。 @EvanWeb3 解释了为什么区块链从外部看起来“只是金融”。并非因为技术是......
2026-03-17 21:51:00
The Rollup
A middle-income investor in Lagos can't access a US asset management fund today. Distribution networks stop at the border. @banamlas from @PlumeNetwork says onchain rails fix that. Fund managers get global AUM. Global investors get US capital market exposure. Both sides win.… https://twitter.com/therollupco/status/2034019946901213341/video/1
中文: 如今，拉各斯的中等收入投资者无法获得美国资产管理基金。 分销网络在边境停止。@PlumeNetwork 的 @banamlas 表示，链路铁路公司对此进行了修复。 基金经理获得全球AUM。全球投资者获得了美国资本市场的曝光。双方都赢了......
2026-03-17 21:32:00
The Rollup
Plume's General Counsel @banamlas explains the three big issues holding back compliance and why he is hopeful but not confident a compromise can be made: "Issue number one is this issue around third party rewards and stable coins" "The second issue is around defi, primarily… https://twitter.com/therollupco/status/2034016024560079100/video/1
中文: 普卢姆的总法律顾问@banamlas解释了阻碍合规的三大问题，以及他为何抱有希望却并不确信能够做出妥协: 问题第一是围绕第三方奖励和稳定币的问题 第二个问题是围绕defi，主要是......
2026-03-17 21:16:25
The Rollup
RT @Bitwise: Catch @teddyfuse on @therollupco LIVE from DC Blockchain Week
中文: RT @Bitwise:通过 DC 区块链周的 @therollupco 直播视频观看 @teddyfuse
2026-03-17 21:15:24
The Rollup
The SEC Crypto Task Force met with Plume. Their feedback, according to Salman: "Your strategy is really the tip of the spear in trying to make tokenization and real world assets come onchain, but doing it in a way that's consistent with US securities regulation." Tip of the… https://twitter.com/therollupco/status/2034009587586679197/video/1
中文: 美国证券交易委员会加密货币工作组与普卢姆举行了会晤。根据萨尔曼的反馈: 你的策略实际上是试图让代币化和现实世界资产实现链条的秘诀，但其方式与美国证券监管保持一致。 提示...
2026-03-17 20:50:50
The Rollup
The tokenization narrative usually focuses on the token. Which chain. Which protocol. Which standard. What the UX looks like for the end user. Yoshi redirected to what actually matters for scale: "We have to connect all the fiat assets into one platform." The hard part of… https://twitter.com/therollupco/status/2034004770185416920/video/1
中文: 代币化的叙述通常侧重于代币。哪条链。哪种协议。哪个标准。最终用户的用户体验是什么样子。 吉将注意力转向真正重要的规模:我们必须将所有法定资产连接到一个平台。 难点部分......
2026-03-17 20:31:41
The Rollup
RT @ChrisBarrett: And Chainlink’s head of policy @adam_minehardt is back on The Rollup from DC Blockchain Summit this time with @robbiek__…
中文: RT @ChrisBarrett:而 Chainlink 的政策主管 @adam_minehardt 这次将通过 @robbiek__ 重返 DC 区块链峰会
2026-03-17 19:59:05
The Rollup
The Genius Act passed but the operational rules haven't been written yet. @iyoshyoshi, founder of @AlpacaHQ, says the SEC and FINRA still need to translate the act into actual laws before onchain brokerages can scale. He puts into the pace in perspective: The… https://twitter.com/therollupco/status/2033990316509041003/video/1
中文: 《天才法案》获得通过，但操作规则尚未制定。 @iyoshyoshi，@AlpacaHQ 的创始人表示，在链上经纪公司扩大规模之前，美国证券交易委员会(SEC)和国际金融协会(FINRA)仍需将该法案转化为实际法律。 他从视角出发，投入了步伐:
2026-03-17 19:34:15
The Rollup
Rob declares from DC Blockchain Summit that "crypto as we know it is dead, but the exports of crypto are very much alive." That sentence is the sharpest version of the Neo Finance thesis. The culture, the slang, the speculation-first mentality, that version of the industry is… https://twitter.com/therollupco/status/2033983251992522992/video/1
中文: 罗布在DC区块链峰会上宣称:“我们所知的加密货币已经消亡，但加密货币的出口却非常活跃。” 这句话是《新金融》论文最尖锐的版本。 文化、俚语、投机优先的心态，以及那个行业的版本......
2026-03-17 19:06:11
The Rollup
RT @canaanio: Tune in to watch James Cheng from Canaan live from DC Blockchain Summit! 🎙️
中文: RT @canaanio:收听来自Canaan的James Cheng在DC区块链峰会现场直播!🎙️
2026-03-17 18:51:55
The Rollup
Machine-to-machine transactions on blockchain will exceed human-to-human transactions within five years. And the infrastructure for it already exists. "Agents doing accounting. Filing taxes. Diagnosing disease. Teaching. Building marketing plans. All of them need to transact." -… https://twitter.com/therollupco/status/2033979117259927561/video/1
中文: 区块链上的机器对机器交易将在五年内超过人对人交易。其基础设施已经存在。 会计代理人。报税。诊断疾病。教学。制定营销计划。他们都需要进行交易。——
2026-03-17 18:49:45
The Rollup
RT @DinariGlobal: 🎙️ Live on The Rollup: @Chasramp Dinari's approach to tokenized equities, what tokenization enables, and more:
中文: RT @DinariGlobal:🎙️ 直播:@Chasramp 迪纳利对代币化股票的处理方式、代币化功能以及更多内容:
2026-03-17 18:45:48
The Rollup
Alex Tapscott frames blockchain as the transition from an "internet of information" to an "internet of value". He argues that stablecoins became the killer app that proved the thesis because anyone can now move money peer-to-peer as easily as sending a WhatsApp message. He also… https://twitter.com/therollupco/status/2033973531537486103/video/1
中文: 亚历克斯·塔普斯科特将区块链视为从“信息互联网”向“价值互联网”的过渡。 他认为，稳定币成为证明这一论点的致命应用，因为现在任何人都能像发送WhatsApp消息一样轻松地将金钱转移到点对点。 他还......
2026-03-17 18:27:33
The Rollup
RT @plumenetwork: Plume's General Counsel @banamlas is live at DC Blockchain Summit. Tune in for the best in compliance, RWAs, and the fu…
中文: RT @plumenetwork:普卢姆总法律顾问@banamlas 正在华盛顿特区区块链峰会上现场直播。 符合最佳要求，符合RWA，并提供...
2026-03-17 17:56:27
The Rollup
Alexandre Dreyfus on fan tokens and the future of sports engagement. "We have major league teams that are ready to go public. They're waiting for regulatory clearance to launch their token." A fan in Manila who's watched every Lakers game for 20 years has zero say in anything… https://twitter.com/therollupco/status/2033962788318585046/video/1
中文: 亚历山大·德雷福斯在粉丝代币及体育互动的未来。 我们有大联盟球队准备公开。他们正在等待监管许可才能推出他们的代币。 马尼拉一位20年来每场湖人队比赛都观看过比赛的球迷，对此毫无发言权......
2026-03-17 17:44:52
The Rollup
RT @chainlink: Watch the full livestream with @therollupco ⬇️ https://x.com/i/broadcasts/1qJDzPYXRrQKV?s=20
中文: RT @chainlink:通过 @theroollupco 观看完整直播 ⬇️
2026-03-17 17:41:07
The Rollup
Chiliz CEO Alexandre Dreyfus says Green Bay Packers fans don’t own real equity and predicts retail access to NFL and NBA ownership within 2–4 years: "Green Bay everybody thinks that indeed fans are owners. It's actually not true. So yes, of course they are representant, but we… https://twitter.com/therollupco/status/2033954679395090620/video/1
中文: 奇利兹首席执行官亚历山大·德雷福斯表示，绿湾包装工队球迷并不拥有真正的股权，并预测在2到4年内就能获得NFL和NBA所有权的零售服务: 绿湾人们都认为粉丝确实是主人。事实并非如此。是的，他们当然代表，但我们......
2026-03-17 17:12:39
The Rollup
"We're in this weird moment as a society that we can't trust anything anymore." Benjamin Diggles argues that blockchain-verified digital signatures are the answer to AI deepfakes heading into the 2028 election. "Look at what's going on with this war. There's been all this… https://twitter.com/therollupco/status/2033954672168292723/video/1
中文: 我们正处于一个无法再信任一切的社会的奇怪时刻。 本杰明·迪格尔斯认为，经过区块链验证的数字签名是人工智能深度伪造进入2028年大选的解决方案。 看看这场战争发生了什么。有这些......
2026-03-17 17:12:37
The Rollup
If the United States Department of Defense trusts blockchain enough to put classified communications on it, what's your institution's excuse for not adopting it? Benjamin Diggles, Co-Founder @Conste11ation: "We were approved by the DOD Air Force Research Laboratory in October… https://twitter.com/therollupco/status/2033946032573186381/video/1
中文: 如果美国国防部足够信任区块链，从而在其上投放机密通信，那么你们机构不采用它的借口是什么? 本杰明·迪格尔斯，@Conste11ation 联合创始人: 我们于10月获得了国防部空军研究实验室的批准......
2026-03-17 16:38:17
The Rollup
RT @robbiek__: LIVE from DC Blockchain Summit Day 1 HAPPY ST PATTY'S DAY 💚
中文: RT @robbiek__:来自DC区块链峰会第一天的直播 快乐的圣帕蒂节 💚
2026-03-17 16:34:30
The Rollup
We are LIVE from Washington. Coming up next: - @alextapscott - @CMCC_Global - @iyoshyoshi - @AlpacaHQ - @Chasramp - @DinariGlobal - James Cheng - @canaanio - @teddyfuse - @Bitwise https://x.com/i/broadcasts/1qJDzPYXRrQKV
中文: 我们从华盛顿活着。 接下来: - @alextapscott - @CMCC_Global - @iyoshyoshi - @AlpacaHQ - @查斯兰普 - @DinariGlobal - 詹姆斯·程 - @cananio - @teddyfuse - @Bitwise
2026-03-17 16:26:48
The Rollup
Andy tweeted that the SEC filing change didn't make sense. Then he asked Chainlink's Head of Public Policy to explain it. Adam's answer: "It's another flashing green light of it's okay to come in and do crypto work if you're a regulated financial institution." The SEC isn't… https://twitter.com/therollupco/status/2033938167569780819/video/1
中文: 安迪在推特上表示，美国证券交易委员会的备案变更没有意义。 然后他让Chainlink的公共政策主管来解释它。 亚当的回答是:“如果你是一家受监管的金融机构，进入并从事加密货币工作是可以的，这又是一盏大开眼前的绿灯。” 美国证券交易委员会(SEC)并非如此......
2026-03-17 16:07:02
The Rollup
Rob asked for the current state of clarity. Adam gave a timeline: one to two weeks for the yield deal. Then he laid out what else is in motion behind the scenes: Blockchain regulatory certainty: legal protection for software developers building on blockchain. Section 505:… https://twitter.com/therollupco/status/2033932476452622746/video/1
中文: 罗布要求目前的明确性。亚当给出了一个时间表:为期一到两周的收益率协议。 然后他阐述了幕后还有什么在动图: 区块链监管确定性:为基于区块链构建的软件开发者提供法律保护。 第505节:......
2026-03-17 15:44:25
The Rollup
Adam Minehardt, Chainlink's Head of Public Policy, gave the DC Blockchain Summit one word: "Convergence." "Crypto doing crypto things. TradFi doing crypto things. Crypto doing TradFi things." He said the word describes both the policy landscape and the business landscape.… https://twitter.com/therollupco/status/2033928402571243964/video/1
中文: 连锁企业公共政策主管亚当·米内哈特在DC区块链峰会上给出了一个词:“趋同。” 加密货币在做加密的事情。TradFi 从事加密货币事务。加密货币做TradFi的事情。 他说这个词既描述了政策格局，也描述了商业格局......
2026-03-17 15:28:14
The Rollup
RT @ChrisBarrett: Chainlink is live with The Rollup at DC Blockchain week
中文: RT @ChrisBarrett:Chainlink 与 The Rollup 在 DC 区块链周上线
2026-03-17 15:24:23
The Rollup
LIVE from DC Blockchain Summit in Washington. Today & tomorrow we're talking policy, regulation, and the future of digital assets with founders, policymakers, and regulators. - @adam_minehardt - @Chainlink - @banamlas - @PlumeNetwork - @alex_dreyfus - @chiliz - @alextapscott -…
中文: 来自华盛顿DC区块链峰会的现场直播。 今天与创始人、政策制定者和监管机构讨论“今日”;明天，我们将讨论政策、监管以及数字资产的未来。 - @adam_minehardt - @Chainlink - @banamlas - @PlumeNetwork - @alex_dreyfus - @chiliz - @elextapscott -...
2026-03-17 14:57:36
The Rollup
🟣 LIVE From DC Blockchain Summit Day 1 In DC https://x.com/i/broadcasts/1qJDzPYXRrQKV
中文: 🟣 直播自DC区块链峰会第一天，
2026-03-17 14:56:40
The Rollup
RT @zksync: From policy to banking infrastructure. @gluk64 will be on @therollupco, live from the @DigitalChamber Blockchain Summit, discu…
中文: RT @zksync:从政策到银行基础设施。 @gluk64 将在 @therollupco 上线，现场直播:@DigitalChamber 区块链峰会，视频直播。
2026-03-17 01:59:30
The Rollup
Running an Ethereum node currently requires two separate clients and technical expertise most people don't have. Vitalik wants to merge them into one. Andy's take on it: "I don't think anyone is going to argue with it." Simpler nodes. More operators. Stronger network. https://twitter.com/therollupco/status/2033674671552360463/video/1
中文: 目前，运行以太坊节点需要两个独立的客户端以及大多数人没有的技术专长。 维塔利克希望将它们合并为其中一。 安迪对此的看法是:“我认为没人会拿它争辩。” 更简单的节点。更多的运营商。更强大的网络。
2026-03-16 22:40:00
The Rollup
Brian Armstrong's advice: don't do stealth mode. Build in public. Share the journey. Andy endorsed it and added his own experience. The show, the studio, the guests, the brand partnerships, the Neo Finance positioning, all of it started with the decision to share publicly… https://twitter.com/therollupco/status/2033664102053347687/video/1
中文: 布莱恩·阿姆斯特朗的建议:不要使用隐身模式。在公共场合建造。分享这段旅程。 安迪赞同并增加了自己的经历。 演出、录音室、嘉宾、品牌合作、Neo Finance的定位，全部始于公开分享的决定......
2026-03-16 21:58:00
The Rollup
The most bullish thing about the RWA perps explosion on Hyperliquid isn't the perps themselves. It's what they make possible for tokenized spot assets. Yuki: "The growth of RWA perps lays really fertile ground for projects like us." Perps alone are speculation. Spot alone is… https://twitter.com/therollupco/status/2033650764929733095/video/1
中文: 对超流动性液体的RWA激增最乐观之处在于，其本身并非实际。这正是它们为代币化现货资产所创造的可能。 尤基:“RWA perps 的发展为我们这样的项目提供了非常肥沃的土壤。 仅靠佩斯就是猜测。仅现货就是......
2026-03-16 21:05:00
The Rollup
Yuki explains Tenbin's model for tokenizing commodities, precious metals, and FX without holding physical inventory. https://twitter.com/therollupco/status/2033643132412125417/video/1
中文: Yuki 解释了 Tenbin 用于在不持有实物库存的情况下对大宗商品、贵金属和外汇进行代币化的模型。
2026-03-16 20:34:40
The Rollup
Andy asked about the perps-to-tokenization spectrum. Yuki explains the critical difference between perps and tokenized assets: Perps serve speculation. Tokenization serves ownership. "I wouldn't be comfortable if I had 90% of my net worth on a 1x long position." The… https://twitter.com/therollupco/status/2033637196096561524/video/1
中文: 安迪询问了关于“对代币化”的普及。 Yuki 解释了 perps 和 tokenized 资产之间的关键区别: 佩斯提供投机服务。代币化服务于所有权。 如果我的净资产中有90%处于一个1倍的长位，我就不会感到舒服了。
2026-03-16 20:11:05
The Rollup
Yuki on tokenized hard assets and the liquidity problem. Gold is one of the most liquid assets on earth. Onchain gold is one of the least. "Every time we bring these assets onchain, we bootstrap the liquidity from scratch. After five years, we still haven't matched off-chain." https://twitter.com/therollupco/status/2033628246844313969/video/1
中文: Yuki 关于代币化硬资产和流动性问题。 黄金是地球上流动性最强的资产之一。链式黄金是最不重要的之一。 每次我们将这些资产引入链上，都会从零开始引导流动性。五年后，我们仍未与断链匹配。
2026-03-16 19:35:31
The Rollup
The tokenization narrative says: put assets onchain and capital will flow. @ballsyalchemist says the narrative skips the hardest part. "You have tokenized assets ranging from private credit to funds to commodities sitting onchain. But the price discovery and the main liquidity… https://twitter.com/therollupco/status/2033622578435326006/video/1
中文: 代币化的叙述写道:将资产投入和资本流动。@ballsyalchemist 表示，这种叙述忽略了最难的部分。 您已将从私人信贷、基金到商品等各种资产进行了代币化。但价格发现和主要流动性......
2026-03-16 19:13:00
The Rollup
Full research report on Hyperliquid calling it "The house of all finance." 6,000 new accounts on a single Sunday. Andy flagged it as the biggest new user growth day in recent history. That growth came while the HIP3 ecosystem was producing $93 billion in total volume. While the… https://twitter.com/therollupco/status/2033618803980968287/video/1
中文: 关于超流动性的完整研究报告称其为“所有金融的家”。 单个周日新增6000个账户。安迪将其列为近期历史上最大的新用户增长日。 这一增长是在HIP3生态系统总产量达到930亿美元时实现的。而......
2026-03-16 18:58:00
The Rollup
Andy's regime shift portfolio is printing on a day where the broader market is mixed. The concentration thesis is showing up in the green. https://twitter.com/therollupco/status/2033611936605102181/video/1
中文: 安迪的政权转变投资组合是在整体市场变化不一的日子内进行印刷。 浓度论以绿色呈现。
2026-03-16 18:30:43
The Rollup
[RUMOR MILL] Tempo Mainnet is coming by end of March. Sources are saying enterprise launch and retail launch arriving together. Here's what we're hearing: - Mainnet drops with a bifurcated launch: retail side focused on payments and DeFi, enterprise side focused on agentic… https://twitter.com/therollupco/status/2033608168547258407/video/1
中文: [鲁莫·米尔] 坦波主网将于三月底到来。有消息称，企业发布和零售发布已到货。 我们听到的内容如下: - 主网推出时推出:零售业务专注于支付和DeFi，企业方面专注于代理业务......
2026-03-16 18:15:44
The Rollup
[RUMOR MILL] Sources say Tempo mainnet is dropping before the month ends. https://twitter.com/therollupco/status/2033603074795696160/photo/1
中文: [修士米尔] 有消息称，Tempo mainnet 将在本月结束前下注。
2026-03-16 17:55:30
The Rollup
Full week ahead. Kicking off from the Nest, then headed to DC tonight for the DC Blockchain Summit. Intense weekend in markets. Hyperliquid making mainstream news. Tons of tokenization news and new stablecoin announcements. Running rumor mill today. On today's show, live from…
中文: 提前一周。从Nest出发，然后今晚前往华盛顿特区参加DC区块链峰会。 市场紧张的周末。高流动性液体成为主流新闻。大到代币化新闻和新的稳定币公告。 今日运行谣言磨坊。 在今天的节目中，现场直播......
2026-03-16 17:46:22
The Rollup
GREEN DAYS BEFORE DC?! BlackRock ETH ETF Rips, Hayes On Team Jeff and Yuki In The Nest https://x.com/i/broadcasts/1pKdRbanbXvJW
中文: 前几天是华盛顿特区的绿色?贝莱德ETH ETF 与 Jeff 和 Yuki 合作的
2026-03-16 17:43:36
The Rollup
DC tomorrow. Live from the Blockchain Summit. See you there. https://twitter.com/therollupco/status/2033544253234618660/video/1
中文: DC 明天。从区块链峰会现场直播。 见。
2026-03-16 14:01:46
The Rollup
RT @GSR_io: "Hyperliquid, Hyperqliquid, Hyperliquid." Our own @fintechfrank went on @therollupco to share his take on the part of crypto…
中文: RT @GSR_io:超流动性、超液态、高流动性。 我们自己的@fintechfrank 在 @therolorupco 上分享了他对加密货币领域的看法......
2026-03-16 11:50:01
The Rollup
Eliezer reveals that institutional demand for Bitcoin spiked during recent geopolitical conflict as a complement to gold. Early-adopter institutions are already moving beyond BTC into Hyperliquid, Aave, and Uniswap through @21shares product suite, while investor demand for… https://twitter.com/therollupco/status/2033332836111986791/video/1
中文: 埃利泽尔透露，在最近的地缘政治冲突中，机构对比特币的需求激增，作为黄金的补充。 早期采用率的机构已通过 @21shares 产品套件将比特币转向 Hyper liquid、Aave 和 Uniswap，同时投资者对 . . .
2026-03-16 00:01:40
The Rollup
ICYMI: The launch of our show from the Nest in The Empire State Building, our new HQ. Next week we will be live from the DC Blockchain Summit exhibition floor. See you on the show. https://twitter.com/therollupco/status/2033279568128381007/video/1
中文: ICYMI: 我们的演出将从帝国大厦的巢穴启动，我们的新总部。 下周我们将在DC区块链峰会展览现场进行直播。 在节目中见。
2026-03-15 20:30:00
The Rollup
Teddy, Plume co-founder, on private credit risk and the Blue Owl-BlackRock situation. https://twitter.com/therollupco/status/2033271876877684882/video/1
中文: 泰迪，Plume 联合创始人，关于私人信用风险及蓝猫头鹰-贝莱德的情况。
2026-03-15 19:59:26
The Rollup
The narrative on CT is that Bitcoin ETFs, DATs, and various exposure vehicles are stealing buy pressure from BTC itself. Eliezer Ndinga says the narrative is backwards: "The fact that we have a variety of investment vehicles is because there is a market demand for that." The… https://twitter.com/therollupco/status/2033219522715410510/video/1
中文: CT的说法是，比特币ETF、DAT以及各种敞口工具正在窃取比特币本身的买入压力。 埃利泽·恩丁加表示，这种说法是倒退的: 我们拥有多种投资工具，是因为市场需求旺盛。
2026-03-15 16:31:24
The Rollup
Alfonso Gomez-Jordana of Crossmint breaks down his thesis on AI agents and the future of payments. https://twitter.com/therollupco/status/2033159834879574199/photo/1
中文: 克罗斯敏特的阿方索·戈麦斯-乔丹娜就人工智能代理及支付未来问题撰写论文。
2026-03-15 12:34:13
The Rollup
RT @robbiek__: Vivek came onto the show today and asked him if everything tokenizes on Ethereum, how does ETH price go up? He says "ETH be…
中文: RT @robbiek__:Vivek今天来到节目中，问他以太坊上的所有代币是否都涨了，ETH的价格怎么涨? 他说:“是......
2026-03-14 23:40:34
The Rollup
How does Worldcoin verify you're a unique human without exposing your identity? @DCbuilder explains: https://twitter.com/therollupco/status/2032933400982478905/video/1
中文: Worldcoin 如何在不暴露身份的情况下验证您是独一无二的人类? @DCbuilder 解释道:
2026-03-14 21:34:27
The Rollup
Frank Chaparro breaks down why Wall Street is dominating the digital assets conversation and who's actually winning the race: "Wall Street almost gets the power more than crypto. Larry Fink gets it. Even Jamie Dimon, to an extent, he gets it." https://twitter.com/therollupco/status/2032874473011970396/video/1
中文: 弗兰克·查帕罗解释了为什么华尔街在数字资产话题上占据主导地位，以及谁真正赢得了这场竞选: 华尔街几乎比加密货币更能获得权力。拉里·芬克得到了。甚至杰米·戴蒙，在某种程度上，他都得到了。
2026-03-14 17:40:18
The Rollup
Vivek Raman of Etherealize shares his perspective on Ethereum's value and TradFi integration. https://twitter.com/therollupco/status/2032827639035994189/photo/1
中文: Etherealize 的维韦克·拉曼分享了他对以太坊价值与 TradFi 集成的看法。
2026-03-14 14:34:11
The Rollup
RT @Etherealize_io: Etherealize CEO Vivek Raman: Banks are looking at Larry Fink and Ethereum “It’s impossible not to be bullish now. […]…
中文: RT @Etherealize_io:Etherealize 首席执行官维韦克·拉曼:银行正在关注拉里·芬克和以太坊 现在不可能不乐观。......
2026-03-14 14:18:49
The Rollup
Eliezer on how the Clarity Act creates the compliance framework for blockchain businesses and how investors will evaluate them: "Eventually we're going to just call them businesses. The blockchain technology is going to be invisible." "My own mother is using Polymarket. She… https://twitter.com/therollupco/status/2032793617002098822/video/1
中文: Eliezer 关于《清晰性法案》如何为区块链企业创建合规框架，以及投资者将如何评估这些框架: 最终我们只会称他们为企业。区块链技术将是隐形的。 我母亲正在使用Polymarket。她......
2026-03-14 12:19:00
The Rollup
Earlier on the show, Andy and Rob explained why 24/7 trading is becoming a structural necessity. Oil spiked 70% while legacy markets were closed. Geopolitics doesn't take weekends off. The demand to trade real-world assets around the clock is accelerating. Now look at the… https://twitter.com/therollupco/status/2032596316271136934/video/1
中文: 早些时候在节目中，安迪和罗布解释了为何24小时交易正成为一种结构性必需品。 油价飙升70%，而传统市场已关闭。 地缘政治不会让周末停工。 全天候交易现实世界资产的需求正在加速。 现在看看......
2026-03-13 23:15:00
The Rollup
Intern makes his first appearance and tells Andy about the new onchain agent developments announcement and how a 2024 AI project, ai16z, is being sued "If you have an active open claw, you can launch a token on it, like like what we saw, kind of, do you remember November 2024?"… https://twitter.com/therollupco/status/2032582474921095350/video/1
中文: 实习生首次露面，向安迪讲述了新的链上代理开发公告，以及2024年人工智能项目(ai16z)是如何被起诉的 如果你有一个主动的开放爪，可以像我们所看到的那样，在上面推出一个代币，你还记得2024年11月吗?.... .
2026-03-13 22:20:00
The Rollup
Eliezer of @21shares tells Andy the questions every institution ask and looks for before writing the check: "The first question that investors ask is whether cryptocurrencies are actually currencies." "They’re really trying to understand the role of Bitcoin in a diversified… https://twitter.com/therollupco/status/2032558567778300172/video/1
中文: @21shares 的 Eleezer 在撰写支票前，会向安迪解答每个机构提出的问题。 投资者首先提出的问题是，加密货币是否真的是货币。 他们确实在试图理解比特币在多元化领域所起的作用......
2026-03-13 20:45:00
The Rollup
Eliezer Ndinga, global head of research and founding team member at @21shares, describes his role taking institutional investors from zero to one on digital assets. https://twitter.com/therollupco/status/2032543467889647664/video/1
中文: @21shares 全球研究主管兼创始团队成员埃利泽·恩丁加描述了他在数字资产领域将机构投资者从零到一岁的角色。
2026-03-13 19:45:00
The Rollup
Institutions are excited about crypto right now – @21shares head of research Eliezer reveals. "This has been the best ETF launch ever since 1993, which shows again the pent-up demand for this asset class." "We’re in the phase where we finally get regulatory clarity." "Missing… https://twitter.com/therollupco/status/2032535716215890116/video/1
中文: 机构目前对加密货币感到兴奋——艾利泽尔研究所研究负责人@21shares透露。 这是自1993年以来最好的ETF上市，再次显示出该资产类别被压抑的需求。 我们正处于最终获得监管明确性的阶段。 失踪......
2026-03-13 19:14:12
The Rollup
Andy reacts to a former Goldman Sachs MD who traded natural gas for 12 years explaining why algorithmic and AI trading models have fatal flaws. https://twitter.com/therollupco/status/2032516642937196876/video/1
中文: 安迪对一位曾交易天然气12年的前高盛公司董事总经理作出反应，解释了算法和人工智能交易模型为何存在致命缺陷。
2026-03-13 17:58:24
The Rollup
Token 2049 Dubai postponed to April 2027. Andy on breaks down the geopolitics and what this means for the conference landscape. https://twitter.com/therollupco/status/2032511973112332622/video/1
中文: 迪拜的代币2049推迟至2027年4月。 安迪在《地缘政治》中的内容以及这对会议格局的意义。
2026-03-13 17:39:51
The Rollup
The Tornado Cash enforcement trained the market to avoid privacy tools. That association became instinctive. Founders stopped building privacy products. Investors stopped funding them. The entire category went cold. Andy says the bias is outdated. GSR just completed the… https://twitter.com/therollupco/status/2032508640813363352/video/1
中文: 龙卷风现金执法局训练市场避免使用隐私工具。这种关联变得本能了。 创始人们停止了开发隐私产品。投资者停止资助他们。整个类别都变冷了。 安迪表示这种偏见已经过时了。 GSR刚刚完成......
2026-03-13 17:26:36
The Rollup
Andy on today's market macro picture, institutional positioning, and private credit risk. https://twitter.com/therollupco/status/2032503508369338784/video/1
中文: 安迪在今天的宏观市场图景、机构定位和私人信贷风险方面。
2026-03-13 17:06:13
The Rollup
Andy on the market macro picture, institutional positioning, and private credit risk. https://twitter.com/therollupco/status/2032503339959685150/video/1
中文: 安迪在市场宏观图景、机构定位和私人信贷风险方面。
2026-03-13 17:05:32
The Rollup
BREAKING: TOKEN2049 Dubai has been postponed to April 2027. https://twitter.com/therollupco/status/2032496647784067508/photo/1
中文: 突破:TOKEN2049 迪拜已推迟至2027年4月。
2026-03-13 16:38:57
The Rollup
Happy Friday from The Tokenization Tower. Week 1 at The Empire State wraps today. Markets green. Institutions buying (Blackrock $1B+ BTC buys in last 10 days), conference schedules changing, and regime shift continues. NYC institutional bull continues with 21shares head of…
中文: 周五从代币化塔带来快乐。帝国大厦的第一周今天结束。 市场绿色。机构购买(黑莓在过去10天内购买超过10亿美元的比特币)，会议日程变更，以及政权更迭的持续。 纽约市机构大涨，21家机构负责人继续执政
2026-03-13 16:38:06
The Rollup
TOKEN2049 POSTPONED, NEW EF Mandate Drops, 21Shares Head Of Research Calls In To Talk Insto Bull Mania https://x.com/i/broadcasts/1pKkOyrQyyYKj
中文: TOKEN2049 发布后，新EF授权公司下跌，21Shares 研究主管呼吁与 Bull Mania 进行对话
2026-03-13 16:32:31
The Rollup
Western Union already has stablecoin wallets and cash deposit networks in 200+ countries. @alfongj, founder of @crossmint says they could become the agentic economy's entry point for the Global South. https://twitter.com/therollupco/status/2032441516107428037/video/1
中文: 西联汇款已在200多个国家拥有稳定币钱包和现金存款网络。 @alfongj，@crossmint 的创始人表示，它们可能成为全球南方地区经济的进入点。
2026-03-13 12:59:53
The Rollup
RT @CantonNetwork: Institutions have been present from the beginning. The industry is simply maturing as infrastructure evolves to meet th…
中文: RT @CantonNetwork:机构从一开始就存在。 随着基础设施的不断演进，该行业正在逐渐成熟......
2026-03-13 04:50:51
The Rollup
Frank & Andy break down why Across abandoned the DAO Model - and why governance tokens are dead as equity takes over: "You’re not launching tokens the way we did in the past anymore, it’s gotta look like equity it has to have claims on cash flows." "In crypto, your, kind of… https://twitter.com/therollupco/status/2032249605975310342/video/1
中文: 弗兰克·安普;安迪解释了为什么“跨越”模式抛弃了DAO模型，以及在股权接管时治理代币为何已不复存在: 你不再像过去那样推出代币了，它必须看起来像是股权，必须对现金流提出索赔。 在加密货币中，你的......
2026-03-13 00:17:18
The Rollup
Frank & Andy break down why Across abandoned the DAO Model - and why governance tokens are dead as equity takes over: "You’re not launching tokens the way we did in the past anymore, it’s gotta look like equity it has to have claims on cash flows." "In crypto, your, kind of… https://twitter.com/therollupco/status/2032235238999355630/video/1
中文: 弗兰克·安普;安迪解释了为什么“跨越”模式抛弃了DAO模型，以及在股权接管时治理代币为何已不复存在: 你不再像过去那样推出代币了，它必须看起来像是股权，必须对现金流提出索赔。 在加密货币中，你的......
2026-03-12 23:20:12
The Rollup
Agentic finance's first principles in under 5 minutes. https://twitter.com/therollupco/status/2032233905546227947/video/1
中文: 代理金融在5分钟内的第一原则。
2026-03-12 23:14:54
The Rollup
RT @chainlink: "I don't know who else you're going to use as an official oracle platform if you're a public company." @TheRollupCo: "You'r…
中文: RT @chainlink:“如果你是一家上市公司，我不知道你还会把谁作为官方的甲板平台使用。” @TheRollupCo:你......
2026-03-12 22:50:00
The Rollup
Crossmint founder defines agentic finance as delegating your money to an AI agent and compares it to having an executive assistant handle your finances. He says nobody knows how this looks in 2 or 3 years, and calls out anyone who claims they do as "more of a smoke seller than… https://twitter.com/therollupco/status/2032225297664270550/video/1
中文: Crossmint 创始人将代理金融定义为将资金委托给人工智能代理，并将其比作让行政助理处理您的财务。 他说，没有人知道这在两三年后会是什么样子，并称任何声称自己是“卖烟者”的人，而不是......
2026-03-12 22:40:42
The Rollup
Frank says the entire finance sector is looking at Hyperliquid. "Last Saturday when Bloomberg's legion of reporters wanted to know where investors are thinking about risk, they pointed to Hyperliquid" Is @fintechfrank spot on or just talking his own book? https://twitter.com/therollupco/status/2032216027820384761/video/1
中文: 弗兰克表示，整个金融行业都在关注超级流动性。 上周六，当彭博社的大批记者想了解投资者对风险的看法时，他们提到了超级液体 @fintechfrank 是上场还是只谈自己的书?
2026-03-12 22:03:52
The Rollup
dcbuilder broke down the orb's architecture, and the privacy layer is deeper than most people expect. https://twitter.com/therollupco/status/2032199001034920146/video/1
中文: dcbuilder 打破了该结构，隐私层比大多数人预期的要深。
2026-03-12 20:56:12
The Rollup
dcbuilder breaks down the AI agent landscape into three tiers: Engineers → build your own tools. Regular users → ChatGPT, Claude. Experimenters → OpenClaw. He calls OpenClaw the best onboarding experience for people experimenting with agents because it teaches them how… https://twitter.com/therollupco/status/2032183596316815774/video/1
中文: dcbuilder 将人工智能代理领域分为三个层次: 工程师 → 自己构建工具。 普通用户 → ChatGPT，克劳德。 实验者 → OpenClaw。 他称OpenClaw是尝试使用代理的人的最佳入职体验，因为它教会了他们如何......
2026-03-12 19:55:00
The Rollup
Andy reveals his daily OpenClaw AI agent setup and @dcbuilder explains why he's sticking with ChatGPT for now. https://twitter.com/therollupco/status/2032176027762405415/video/1
中文: 安迪透露了他每日的OpenClaw人工智能代理机构，@dcbuilder 解释了他目前坚持使用 ChatGPT 的原因。
2026-03-12 19:24:55
The Rollup
The chain everyone wrote off just had its best month ever. "Polygon is a narrative violation chain. $500 million of stablecoin transactions in February. New all-time high." While the market debates which L1 would win the chain wars, Polygon pivoted to payments, stablecoin… https://twitter.com/therollupco/status/2032169570895593553/video/1
中文: 大家都注销的这家连锁店，度过了有史以来最棒的一个月。 Polygon 是一家叙事违规连锁公司。今年2月，其稳定币交易额达到5亿美元。历史新高。 当市场争论L1将赢得连锁市场战时，Polygon转向了支付和稳定币......
2026-03-12 18:59:16
The Rollup
Andy reveals that Tempo is launching soon and names Tempo versus Arc as the next chain battle to watch. "I think these two chains are gonna go head to head soon." https://twitter.com/therollupco/status/2032153208664043712/video/1
中文: 安迪透露，Tempo 即将推出，并称 Tempo 与 Arc 是下一个值得关注的连锁之战。 我认为这两家连锁店即将走向正面。
2026-03-12 17:54:15
The Rollup
"Chainlink has the best institutional-to-DeFi collaborative adoption happening." Andy talks about Chainlink becoming Robinhood Chain's official oracle platform. The digital assets industry loves debating which oracle wins. Public companies don't debate. They evaluate risk,… https://twitter.com/therollupco/status/2032148668296368487/video/1
中文: Chainlink 拥有最佳的机构到德菲协作式应用。 安迪谈到，连锁游戏将成为罗宾汉连锁公司的官方金蕋平台。 数字资产行业喜欢争论哪个甲级联赛获胜。上市公司不会争论。他们评估风险......
2026-03-12 17:36:12
The Rollup
CL207 is calling for a bullish Q2. @intocryptoverse is pushing the bear trap thesis, one more low, and then up. Andy isn't arguing the chart. He's arguing the framework: "If you follow the regime shift thesis on the portfolio allocation side, you're no longer following… https://twitter.com/therollupco/status/2032143583097340285/video/1
中文: CL207 正呼吁第二季度出现乐观情绪。 @intocryptoverse 正在推动熊陷阱理论，再低一个，然后向上。 安迪并没有争论这张图表。他正在争论这个框架: 如果你遵循关于投资组合分配的制度转变理论，就不再关注......
2026-03-12 17:16:00
The Rollup
Andy gives a behind-the-scenes look at The Rollup's production setup at The Nest. https://twitter.com/therollupco/status/2032140227716751639/video/1
中文: 安迪在幕后展示了The Rollup在The Nest的制作场景。
2026-03-12 17:02:40
The Rollup
We're live from the Tokenization Tower. The regime shift continues as token vs. equity drama heats up, neo finance catching the major bid, and AI x stablecoins continues to dominate. On today's show: 1:00p EST @dcbuilder - @worldcoin 1:45p EST AISC @alfongj - @crossmint 2:30p…
中文: 我们住在Tokenization Tower。 随着代币与股权的激烈上涨、新融资的大幅上涨以及人工智能和稳定币的持续主导，政权的转变仍在继续。 在今天的节目中: 1:00p EST @dcbuilder - @worldcoin 1:45p EST AISC @alfongj - @crossmint 2:30p...
2026-03-12 16:36:01
The Rollup
LIVE From The Nest: Regime Shift Continues DC Builder Calls In, Crossmint Co-Founder & Frank Chaparro Join https://x.com/i/broadcasts/1YxNrZRXaEXxw
中文: 《来自巢穴的实时直播:政权转变持续进行DC建设者通话》，Crossmint联合创始人兼公司;弗兰克·查帕罗加入
2026-03-12 16:32:46
The Rollup
RT @momentumxglobal: 2nd Edition of Modern Money: NYC 💸 In partnership with @turnkeyhq & @therollupco! 100+ leaders are across financial…
中文: RT @momentumxglobal:现代货币第二版:纽约 💸 与@turnkeyhq & @therorloupco 合作! 100 多名领导者遍布财务...
2026-03-12 16:19:29
The Rollup
Alfonso Gomez-Jordana joins us live from The Nest in NYC today at 1:45pm ET. See you there. https://twitter.com/therollupco/status/2032127575527432391/photo/1
中文: 阿方索·戈麦斯-乔丹娜今天下午1点45分从纽约的The Nest参加直播。 见。
2026-03-12 16:12:23
The Rollup
RT @CantonNetwork: Missed @Wesarn_real LIVE from the Empire State with @TheRollupCo? Eric breaks down how Canton was designed to move beyo…
中文: RT @CantonNetwork:与@TheRollupCo一起错过了来自帝国大厦的@Wesarn_real LIVE? 埃里克剖底了坎顿是如何被设计用来移动的......
2026-03-12 13:04:31
The Rollup
Every major bank and asset manager in New York will have a formal Ethereum strategy within two years. Not because they believe in decentralization. Because the operational cost savings are too large to ignore. Vivek Raman just gave the cleanest articulation of the Neo Finance… https://twitter.com/therollupco/status/2031920755844260225/video/1
中文: 纽约的每一家主要银行和资产管理公司在两年内都将制定正式的以太坊战略。 不是因为他们相信去中心化。因为运营成本的节约过大，不容忽视。 维韦克·拉曼刚刚对《新金融》进行了最简洁的阐述......
2026-03-12 02:30:34
The Rollup
Stablecoins are the product-market fit that blockchains have been searching for. Vivek Raman says they belong on Ethereum and nowhere else. https://twitter.com/therollupco/status/2031904399686082803/video/1
中文: 稳定币是区块链一直在寻找的产品市场契合度。 维韦克·拉曼表示，它们属于以太坊，而无其物。
2026-03-12 01:25:34
The Rollup
Vivek Raman testified before Congress last summer about the Clarity Act. Now it's moving toward law. "The Clarity Act will unleash tokenization and you can't put that genie back in the bottle." The Genius Act legitimized stablecoins. A year later, stablecoin market cap… https://twitter.com/therollupco/status/2031890078914465798/video/1
中文: 维韦克·拉曼去年夏天在国会就《明确性法案》作证。现在它正朝着法律的方向发展。 《清晰法》将释放代币化，你无法将那个精灵重新放回瓶中。 《天才法案》使稳定币合法化。一年后，稳定币的市值......
2026-03-12 00:28:40
The Rollup
Charlie Lee explains that institutional allocators are treating Litecoin as an alternative asset class to Bitcoin based on its 15-year track record. "The network has stayed up since 2011. Zero downtime for close to 15 years. Which is kind of unheard of in this space." Name… https://twitter.com/therollupco/status/2031856607865278738/video/1
中文: 查理·李解释说，机构类人物正根据莱特币15年的业绩记录，将其视为比特币的替代性资产类别。 该网络自2011年以来一直保持正常运行。零停机时间近15年。这在这个领域是闻所未闻的。 姓名......
2026-03-11 22:15:40
The Rollup
Andy asked Charlie Lee how he sees the commoditization of TPS and the race for faster blockchains. Charlie's answer didn't play the speed game: "The thing with blockchain is it's intentionally inefficient. In order to make it decentralized, there's inefficiencies with it.… https://twitter.com/therollupco/status/2031850597826130116/video/1
中文: 安迪问查理·李，他如何看待TPS的商品化以及对更快速度区块链的争夺。 查理的回答没有玩速度游戏: 区块链的问题是它故意效率低下。为了使其去中心化，它存在低效问题......
2026-03-11 21:51:47
The Rollup
Eric Saraniecki of Canton shares his perspective on tokenomics and how Canton executes it. https://twitter.com/therollupco/status/2031845221160374745/photo/1
中文: 坎顿的埃里克·萨拉涅茨基分享了他对代币经济学的看法以及坎顿公司如何执行。
2026-03-11 21:30:25
The Rollup
Aave had a 345 ETH loss event on March 10th. No bad debt was created. Rob and Andy explain what happened, why, and what it means for DeFi risk. https://twitter.com/therollupco/status/2031828768856424548/video/1
中文: Aave于3月10日遭遇了345次ETH失利事件。没有产生坏账。 罗布和安迪解释了发生了什么、原因以及这对DeFi风险意味着什么。
2026-03-11 20:25:02
The Rollup
Andy and Rob ran a full tokenization education segment and broke down the four models of tokenization. https://twitter.com/therollupco/status/2031819001068671090/video/1
中文: 安迪和罗布经营着一个完整的代币化教育领域，并分解了四种代币化模式。
2026-03-11 19:46:13
The Rollup
The biggest bull case for Ethereum right now has nothing to do with DeFi fees or L2 activity. It's a conversation happening between @ethereumJoseph and the DTCC. Rob: "Joe Lubin is working directly with the DTCC about tokenizing physical stock certificates." If those… https://twitter.com/therollupco/status/2031810136784650337/video/1
中文: 目前以太坊最大的靶点与DeFi费用或L2活动无关。 这是@ethereumJoseph 和 DTCC 之间发生的对话。 罗布:“乔·卢宾正在直接与DTCC合作，将实体股票证书代币化。” 如果这些......
2026-03-11 19:11:00
The Rollup
The biggest bull case for Ethereum right now has nothing to do with DeFi fees or L2 activity. It's a conversation happening between Joe Lubin and the DTCC. Rob: "Joe Lubin is working directly with the DTCC about tokenizing physical stock certificates." If those certificates… https://twitter.com/therollupco/status/2031809218307899850/video/1
中文: 目前以太坊最大的靶点与DeFi费用或L2活动无关。 这是乔·卢宾与DTCC之间的对话。 罗布:“乔·卢宾正在直接与DTCC合作，将实体股票证书代币化。” 如果这些证书......
2026-03-11 19:07:21
The Rollup
The lads say that non-speculative assets like treasuries and repo markets will eclipse speculative tokens onchain within a couple of years. They predict the next wave of top-10 market cap tokens won't come from crypto-native projects but from external brands doing onchain IPOs… https://twitter.com/therollupco/status/2031801871745294794/video/1
中文: 这些小伙子们表示，国债和回购市场等非投机性资产将在几年内超越银行领域的投机性代币。 他们预测，下一波前十大市值代币不会来自加密货币原生项目，而是来自进行链上IPO的外部品牌......
2026-03-11 18:38:09
The Rollup
"The best place right now for anyone to get information on anything tokenization related." Teddy on The Nest after his appearance on today's show. https://twitter.com/therollupco/status/2031794387106087123/video/1
中文: 目前，任何人都可以获取任何与代币化相关信息的最佳场所。 泰迪在《The Nest》节目中亮相后。
2026-03-11 18:08:25
The Rollup
RT @LiteStrategy: The creator of Litecoin, @SatoshiLite, is live on The Rollup right now. Go tune in!
中文: RT @LiteStrategy:莱特币的创造者@SatoshiLite目前正在The Rollup上直播。 继续收听!
2026-03-11 17:48:19
The Rollup
Teddy, co-founder of Plume, said on stage at Consensus: "The institutions are here to dump on retail." Today he explained what he meant. It's not that the assets are bad. It's that the disclosure is bad. The assets might be fine. Private credit, treasuries, CLOs, these are… https://twitter.com/therollupco/status/2031787385202110532/video/1
中文: 普卢姆公司联合创始人泰迪在“共识”的舞台上表示:“这些机构将转而专注于零售。” 今天他解释了自己的意思。 并不是说资产不好。是信息披露不好。 资产可能没问题。私人信贷、国债、CLO，这些是......
2026-03-11 17:40:36
The Rollup
Plume's cofounder reveals that "vault season" has arrived for digital assets as high-quality institutional yield enters DeFi. He explains that while the industry understands how to loop stablecoins, capital allocators still remain hesitant about the mechanics of RWA vaults.… https://twitter.com/therollupco/status/2031782937746624856/video/1
中文: 普卢姆的联合创始人透露，随着高质量的机构收益率进入DeFi，数字资产的“保险期”已经到来。 他解释说，尽管业界了解如何循环稳定币，但资本分配者对RWA金库的机制仍持犹豫态度。
2026-03-11 17:22:55
The Rollup
If you’ve ever wondered why the world's largest asset managers are suddenly obsessed with onchain distribution, the answer is simple: liquidity. Yields in the native DeFi space have tightened, forcing a "time to shine" for RWAs. @teddyP_xyz cofounder @plumenetwork explains… https://twitter.com/therollupco/status/2031778807376437536/video/1
中文: 如果你曾好奇为什么全球最大的资产管理公司突然对链上分销着迷，答案很简单:流动性。 本土德菲空间的产量已趋紧，迫使RWA的“时间亮了”。 @teddyP_xyz 联合创始人 @plumenetwork 解释道......
2026-03-11 17:06:30
The Rollup
LIVE from The Nest in NYC, Vivek Raman joins The Rollup today at 2:00pm ET. See you on the show. https://twitter.com/therollupco/status/2031777336685662257/photo/1
中文: 今天下午2点，维韦克·拉曼从纽约市的The Nest现场直播。 在节目中见。
2026-03-11 17:00:40
The Rollup
Good morning from The Nest. CZ and Binance are suing the WSJ, Circle launched nanopayments for AI agents, Stablecoin yield compromise hitting the Senate, Banks warning $500B could shift out of deposits and EF staking 72K ETH with DVT-lite. On today's show: 12:30p ET…
中文: 早上好，从巢穴。 CZ和币安正在起诉《华尔街日报》，Circle已启动人工智能代理的纳米支付，稳定币的收益率妥协将冲击参议院，银行警告称，5000亿美元可能转移存款，而EF将使用DVT-lite进行72K ETH的投资。 在今天的节目中: 美国东部时间12:30...
2026-03-11 16:33:03
The Rollup
CZ SUING WSJ, Markets Green, LTC Founder Charlie Lee Calls in & Vivek From Etherealize. https://x.com/i/broadcasts/1nJOLEvLQVrxR
中文: CZ SUING WSJ，Markets Green，LTC创始人查理·李致电现场;来自Etherealize的Vivek。
2026-03-11 16:32:24
The Rollup
Today, Litecoin creator Charlie Lee joins The Rollup at 1:15pm ET. See you there. https://twitter.com/therollupco/status/2031762224792969347/photo/1
中文: 今天，莱特币创始人查理·李于美国东部时间下午1点15分加入The Rollup。 见。
2026-03-11 16:00:37
The Rollup
RT @aave: Join us for DeFi Day Cannes, in collaboration with @EthCC and @therollupco. Taking place March 30th, 2026. 📍 Palais des Festiva…
中文: RT @aave:与@EthCC 和 @therorupco 合作，加入我们，共同参加DeFi戛纳日。 2026年3月30日。 📍 节日宫......
2026-03-11 15:51:16
The Rollup
BREAKING: Binance is suing WSJ for defamation. https://twitter.com/therollupco/status/2031728410444083245/photo/1
中文: 突发新闻:币安正在起诉《华尔街日报》诽谤。
2026-03-11 13:46:15
The Rollup
BREAKING NEWS: Binance is suing WSJ for defamation. https://twitter.com/therollupco/status/2031727021726851351/photo/1
中文: 突发新闻:币安正在起诉《华尔街日报》诽谤。
2026-03-11 13:40:44
The Rollup
RT @EtanBoss: Eric Saranieckian, Co-Founder @CantonNetwork explains To Andy & Robbie Why First Movers Suffer "If you're gonna be the adop…
中文: RT @EtanBoss:联合创始人埃里克·萨拉涅基安向安迪·安普解释:罗比为何会遭受第一波运动 如果你要成为被关头的......
2026-03-11 02:45:53
The Rollup
The overnight repo market processes over $2 trillion daily. It closes on Friday. It opens on Monday. Every weekend, that capital goes dark. "Intraday repo. Weekend repo." @wesarn_real sat down with us at The Nest by @plumenetwork and listed these as the unlock when bank-issued… https://twitter.com/therollupco/status/2031499001359421788/video/1
中文: 隔夜回购市场每天处理超过2万亿美元。周五关闭。周一开放。每个周末，那首资本都会变黑。 日内回购周末剧本。 @wesarn_real 在 @plumenetwork 的 The Nest 上与我们坐下来，在银行发行时将这些内容列为解锁版......
2026-03-10 22:34:40
The Rollup
Andy framed the current market as a pendulum swing. Everyone moved from "Metcalfe's law and network effects" to "what's your 24-hour revenue on DeFi Llama." Eric Saraniecki disagreed. He doesn't think the pendulum swung too far toward fundamentals. He thinks it hasn't swung far… https://twitter.com/therollupco/status/2031481470322094524/video/1
中文: 安迪将当前市场视为一个摆动的摆动。 每个人都从“梅特卡夫定律和网络效应”转向了“你在DeFi Llama上24小时收入的收入”。 埃里克·萨拉涅茨基不同意。他认为这个钟摆对基本面并没有太大影响。他认为它并没有走得太远......
2026-03-10 21:25:00
The Rollup
Eric Saraniecki reveals he owns zero insider-allocated Canton tokens and has purchased every token he holds on the open market. https://twitter.com/therollupco/status/2031473668958613701/video/1
中文: 埃里克·萨拉涅茨基透露，他持有的非内向型Canton代币，并已购买他在公开市场上持有的每枚代币。
2026-03-10 20:54:00
The Rollup
"They're looking in the mirror and they realize the Emperor has no f*cking clothes." That's @wesarn_real, co-founder of @digitalasset and @CantonNetwork, responding to Andy's question: why does the industry hate Canton? His argument: Ethereum stumbled into DeFi on… https://twitter.com/therollupco/status/2031457257012023733/video/1
中文: 他们照镜子时，意识到皇帝身上没有连衣衫。 那就是@wesarn_real，@digitalasset和@CantonNetwork的联合创始人，回应了安迪的提问:为什么业界讨厌Canton? 他的论点: 以太坊在DeFi上走失了......
2026-03-10 19:48:47
The Rollup
Eric Saraniecki disagrees with the "regime shift" narrative and argues that institutions were always here from the beginning. "The children grew up and became really valuable. But the undercurrents have been there from the beginning." The industry was simply young and is now… https://twitter.com/therollupco/status/2031449603845844993/video/1
中文: 埃里克·萨拉涅茨基不同意“政权转变”的说法，认为制度从一开始就始终存在。 孩子们长大后变得非常有价值。但暗流从一开始就存在。 这个行业只是年轻，现在......
2026-03-10 19:18:22
The Rollup
A machine reads your brain signals and converts your thoughts into text at 98.3% accuracy. Five years ago that was a sci-fi premise. Today it's a product. And the company backing it with a $200 million majority stake is Tether. Andy: "The use case is targeting ALS and paralysis… https://twitter.com/therollupco/status/2031443770546470959/video/1
中文: 机器以98.3%的准确率读取大脑信号并将你的思维转化为文本。 五年前，那是一个科幻的前提。今天是一款产品。拥有2亿美元多数股权的公司是泰瑟公司。 安迪:“使用案例的目标是ALS和瘫痪......
2026-03-10 18:55:11
The Rollup
Real bear spray has a range of about 20 feet and can stop a charging grizzly. Andy is deploying it against people who think BTC might go to $50K. Andy: "We don't really support bears around here." Slightly different threat profile. Same energy. https://twitter.com/therollupco/status/2031434857121821183/video/1
中文: 真熊喷雾的射程约为20英尺，可以阻止一只毛毛雨的充电。 安迪正在针对那些认为比特币可能高达5万美元的人使用它。 安迪:“我们这里其实并不支持熊。” 威胁特征略有不同。同样的能量。
2026-03-10 18:19:46
The Rollup
Welcome back to The Nest. Day 2 - Meta acquires AI agent social network. - Tether doing brain-to-text implants. - SEC voting on tokenized equity standards in 2 days. - Nasdaq building token infrastructure with Kraken. - Oil doing $1.6B daily on Hyperliquid. Today we're talking…
中文: 欢迎回到巢穴。第二天 - Meta 收购人工智能代理社交网络。 - 进行脑转植入手术。 - 美国证券交易委员会在两天内就代币化股权标准进行投票。 - 纳斯达克与Kraken共同建设代币基础设施。 - 原油价格每日16亿美元，用于使用超液体。 今天我们聊聊......
2026-03-10 17:40:28
The Rollup
LIVE From The Empire State: SEC Tokenized Equity Vote, Nasdaq Token Infra, And Canton Co-Founder Joins The Show https://x.com/i/broadcasts/1qKDzPvoPDDJV
中文: 来自帝国的实时直播:美国证券交易委员会代币化股权投票、纳斯达克代币投资网络和广州联合创始人加入该节目
2026-03-10 17:39:20
The Rollup
JUST IN: Canton co-founder Eric Saraniecki joins The Rollup LIVE from The Empire State Building at 2pm EST today. See you on the show. https://twitter.com/therollupco/status/2031404787388866929/photo/1
中文: 刚刚:坎顿联合创始人埃里克·萨拉涅茨基今天下午2点从帝国大厦加入The Rollup LIVE。 在节目中见。
2026-03-10 16:20:17
The Rollup
Today. 2:00pm ET. Eric Saraniecki joins Rollup TV. See you there. https://twitter.com/therollupco/status/2031401287254712639/photo/1
中文: 今天。美国东部时间下午2点。埃里克·萨拉涅茨基加入Rollup电视台。 见。
2026-03-10 16:06:23
The Rollup
RT @chriseyin: Coming at you live from the tokenization tower. The boys @andyyy @robbiek__ bringing the best to you from The Nest! The fut…
中文: RT @chriseyin:从代币化塔来到你身边。孩子们 @andyyy @robbiek__ 从The Nest为您带来最美好的! 小事......
2026-03-10 13:52:07
The Rollup
RT @robbiek__: Al today feels like crypto in 2016 all over again. Crypto as a whole has solidified. The culture has grown. https://t.co/m…
中文: RT @robbiek__:如今，Al 再次感觉像是2016年的加密货币。 加密货币整体已经固化。文化已经发展壮大。
2026-03-10 13:39:40
The Rollup
OKX just raised at a $25 billion valuation. The token trades at $1.8 billion. Read those numbers again. The equity says one thing. The market says another. A 14x gap between how private investors value the company and how token holders value the network. Andy: "These will… https://twitter.com/therollupco/status/2031162054178898219/video/1
中文: OKX刚刚以250亿美元的估值融资。代币交易价格为18亿美元。 再次阅读这些数字。公平性说明了一件事。市场又说了一遍。私人投资者对公司的价值与代币持有者对网络的估值之间存在14倍的差距。 安迪:“这些将......
2026-03-10 00:15:45
The Rollup
"If FTX was onchain, we would have seen the cracks a lot sooner." - @robbiek__ That one sentence is the entire case for tokenization. Not yield. Not speed. Visibility. When assets move onchain, you can see who owns what, who carries the risk, and where the exposure sits. In… https://twitter.com/therollupco/status/2031155572725125343/video/1
中文: 如果FTX是链上，我们很快就会看到裂缝。——@robbiek__ 这句话就是标记化的全部情况。不屈服。不是速度。可见性。 当资产在链上移动时，你可以看到谁拥有什么、谁承担风险，以及风险敞口在哪里。在......
2026-03-09 23:50:00
The Rollup
Andy laid out the Neo Finance allocation framework on today's show: Perps. Tokenized assets. Stablecoins. "You have a winning portfolio to think about how to allocate to." Three categories. Three structural shifts happening simultaneously. And most of the investable surface… https://twitter.com/therollupco/status/2031148023091167617/video/1
中文: 安迪在今天的展会上阐述了新金融的分配框架: 佩斯。代币化资产。稳定币。 你有一个中奖的投资组合，需要考虑如何分配。 三个类别。三个结构变化同时发生。以及大部分可投资的表面......
2026-03-09 23:20:00
The Rollup
For three cycles, the L1 trade was simple. Find the next Solana, the next Avalanche, the next whatever. Buy the token early. Ride the narrative. Rob just killed that playbook: "The new L1 trade is the New York Stock Exchange launching tokenized equities on the NYSE L1, if you… https://twitter.com/therollupco/status/2031140251192959315/video/1
中文: 三个周期中，L1交易很简单。找到下一个索拉纳，下一个雪崩，下一个。 尽早购买该代币。讲述故事。 罗布刚刚扼杀了那本游戏剧本:“新的L1交易是纽约证券交易所在纽约证券交易所L1上推出代币化股票，如果你的话......
2026-03-09 22:49:07
The Rollup
Perpetual futures don't exist on a single traditional stock exchange. Digital assets invented the most liquid trading instrument in finance and legacy markets haven't adopted it yet. That gap is closing fast. https://twitter.com/therollupco/status/2031123143088112024/video/1
中文: 单一传统证券交易所不存在永久期货。 数字资产发明了金融领域流动性最强的交易工具，而传统市场尚未采用它。 这一差距正在迅速缩小。
2026-03-09 21:41:08
The Rollup
Andy and Rob declared the DAO era over and broke down the equity-token convergence that's replacing it. https://twitter.com/therollupco/status/2031106078042206605/video/1
中文: 安迪和罗布宣布DAO时代结束，并打破了将取代它的股权与代币的融合。
2026-03-09 20:33:19
The Rollup
Oil went from $65 to $110 a barrel in two weeks. Iran threatened to torpedo ships in the Strait of Hormuz. Insurance companies refused to cover the boats. Supply choked. And where did price discovery happen over the weekend? Not the NYSE. Not any legacy exchange.… https://twitter.com/therollupco/status/2031096239903690829/video/1
中文: 两周内，油价从每桶65美元涨至110美元。伊朗威胁要在霍尔木兹海峡对船只进行鱼雷攻击。 保险公司拒绝承保这些船只。供应被切断了。 价格发现在周末在哪里发生? 不是纽约证券交易所。没有任何传统交换......
2026-03-09 19:54:14
The Rollup
The digital assets industry keeps talking about "institutional adoption" like the only barrier is regulatory clarity. The barrier is that institutions work with multiple banks, multiple asset managers, and multiple counterparties. Those counterparties do not want their flows… https://twitter.com/therollupco/status/2031088709974765753/video/1
中文: 数字资产行业一直在谈论“机构采用”，而监管的明确性却是唯一的障碍。 障碍在于，各机构与多家银行、多家资产管理公司以及多个交易对手合作。这些交易对手不希望他们的资金流入......
2026-03-09 19:24:18
The Rollup
The digital assets industry keeps talking about "institutional adoption" like the only barrier is regulatory clarity. It's not. The barrier is that institutions work with multiple banks, multiple asset managers, and multiple counterparties. Those counterparties do not want their… https://twitter.com/therollupco/status/2031087835269177779/video/1
中文: 数字资产行业一直在谈论“机构采用”，而监管的明确性却是唯一的障碍。 不是。障碍在于，各机构与多家银行、多家资产管理公司以及多个交易对手合作。这些交易对手不想要他们的......
2026-03-09 19:20:50
The Rollup
RT @plumenetwork: Your new go-to source for neofinance insights is recording live from The Nest, by Plume. Stay tuned for this ongoing ser…
中文: RT @plumenetwork:您获取新金融洞察的新来源是由 Plume 在 The Nest 现场录制。 敬请关注这款正在进行的ser...
2026-03-09 18:47:05
The Rollup
Digital assets and traditional finance aren't two separate industries anymore. They're one. Andy and Robbie announce on The Rollup the launch of The Nest, a custom studio on the 77th floor of the Empire State Building, built as the physical convergence point for the leaders of… https://twitter.com/therollupco/status/2031078612204495338/video/1
中文: 数字资产和传统金融不再是两个独立的行业。他们是其中之一。 安迪和罗比在《The Rollup》上宣布推出The Nest，这是位于帝国大厦77楼的定制工作室，该工作室是“The Rollup”平台的平台，是The Rollup的领先平台。
2026-03-09 18:44:11
The Rollup
RT @robbiek__: 6 years later, thousands of podcasts, blood, sweat, tears and one incredible entrepreneurial journey with my brother in bloc…
中文: RT @robbiek__:六年过去了，成千上万的播客、血汗、汗水、泪水，以及与我兄弟在一起的一次非凡创业之旅......
2026-03-09 18:02:21
The Rollup
Introducing: The Nest. The Tokenization Tower. The home of neo finance. On today's show we'll introduce our new HQ and have a long-form session on the major regime shift happening in digital assets. Live from the financial capital of the world. See you on the show.
中文: 介绍:The Nest。代币化塔。新金融的所在地。 在今天的展会上，我们将介绍新总部，并就数字资产领域重大政权转变问题进行长期会议。 从世界金融之都生活。 在节目中见。
2026-03-09 17:48:55
The Rollup
LIVE From The Empire State Building: Introducing The Nest & The Digital Asset Regime Shift https://x.com/i/broadcasts/1vJpPrDERbwJE
中文: 从帝国大厦现场直播:引入Nest &数字资产制度转变
2026-03-09 17:48:01
The Rollup
Kartik Bhat from Sei Labs breaks down why AI agents need stablecoins and the limitations they face with traditional payments: "That per-call, per-usage model is what makes something agent ready and it's only possible with stablecoins." https://twitter.com/therollupco/status/2030803634208845959/video/1
中文: 来自Sei Labs的Kartik Bhat解释了为什么人工智能代理需要稳定币，以及传统支付所面临的局限性: 这种每通话、每使用一个用量模型正是让某物准备就绪的原因，而且只有稳定币才能实现。
2026-03-09 00:31:31
The Rollup
RT @andyyy: Full crunch time mode right now. Been grinding all weekend 🫡 https://twitter.com/andyyy/status/2030783504888234384/photo/1
中文: RT @andyy:目前全时紧急时间模式。整个周末都在磨砺🫡
2026-03-08 23:17:46
The Rollup
"The AI industry doesn't care about free speech or privacy." Erik Voorhees explains why that drove him to build https://t.co/E2N9vGsiOd: "It's a largely academic community that was in favor of controlling people and making sure the right person was controlling them. That's a… https://twitter.com/therollupco/status/2030683586978775250/video/1
中文: 人工智能行业并不关心言论自由或隐私问题。 埃里克·沃里斯解释了这促使他去制作 的原因: 这是一个主要的学术群体，支持控制人们，并确保合适的人能够控制他们。那就是......
2026-03-08 16:34:30
The Rollup
Your bank owns your financial identity. Your social platforms own your data. Your brokerage owns your custody relationship. What happens when a single application gives all of that back to you? Joe Lubin describes what MetaMask is becoming: "A personal money operating… https://twitter.com/therollupco/status/2030630770126074334/video/1
中文: 您的银行拥有您的财务身份。 你的社交平台拥有你的数据。 您的经纪公司拥有您的监护权关系。 当单个应用程序将所有这些内容还给你时会发生什么? 乔·卢宾描述了MetaMask正在变成什么: 个人资金运营......
2026-03-08 13:04:37
The Rollup
AI agents are about to transform how the world moves goods. Illia explains what becomes possible as more people integrate into NEAR intents: "This is how we're going to bring real world commerce onchain. Trillions of shipping containers moving around. Steel deliveries,… https://twitter.com/therollupco/status/2030457127555240372/video/1
中文: 人工智能智能即将改变世界如何运输商品。 伊利亚解释了随着更多人融入近点意图，什么就变得可能了: 这就是我们将带来真实世界商业链的方式。数百万个集装箱在四处移动。钢材交付......
2026-03-08 01:34:37
The Rollup
RT @andyyy: Quick teaser of The Nest for y’all. Having some weekend fun on grind mode while we get this off the ground. Lfg. https://t.co/…
中文: RT @andyy:为大家快速预告《The Nest》。 周末在磨坊模式上享受乐趣，趁我们下车时。
2026-03-07 23:20:00
The Rollup
Ever wonder why digital assets still have a reputation problem despite a decade of legitimate infrastructure being built? Joe Lubin explains the structural reason this industry produces both groundbreaking innovation and spectacular fraud simultaneously. "We were building our… https://twitter.com/therollupco/status/2030383166851010571/video/1
中文: 难怪为什么数字资产尽管拥有十年的合法基础设施，却仍存在声誉问题? 乔·卢宾解释了该行业同时产生突破性创新和惊人欺诈的结构性原因。 我们正在建设我们的......
2026-03-07 20:40:44
The Rollup
Erik Voorhees isn't worried about institutions entering digital assets but warns of one critical risk: "What would not be success is if we all ended up using custodial companies with no alternative, no DeFi, no self-hosted wallets. Then we'd be in big trouble." https://twitter.com/therollupco/status/2030316116938035381/video/1
中文: 埃里克·沃里斯并不担心机构进入数字资产，但警告称存在一个关键风险: 如果最终我们都使用了没有其他替代、没有DeFi、没有自托管钱包的托管公司，那就不会成功。那么我们就会遇到大麻烦了。
2026-03-07 16:14:18
The Rollup
Here's how @ethereumJoseph describes the regulatory inversion that's changing everything for DeFi. https://twitter.com/therollupco/status/2030230614083846155/video/1
中文: @ethereumJoseph 是如何描述 DeFi 的监管倒置方式。
2026-03-07 10:34:32
The Rollup
- Censorship resistance. - Credible neutrality. - Self-custody. These aren't features. They're the foundational design principles of a financial system that can't deplatform you. Joe Lubin explains on the show why these principles are now being adopted by the very… https://twitter.com/therollupco/status/2030101539742753000/video/1
中文: - 审查阻力。 - 可有可无的中立性。 - 自我监护。 这些不是特征。它们是金融体系的基础设计原则，无法将你的平台化。 乔·卢宾在节目中解释了为何这些原则正被“非常”所采纳......
2026-03-07 02:01:39
The Rollup
If you think the digital assets ecosystem is building something that's never existed before, you're missing the real story. @ethereumJoseph reveals that the entire space is actually replaying the last 500 years of financial innovation. Joint stock corporations. Sovereign… https://twitter.com/therollupco/status/2030054726239141908/video/1
中文: 如果你认为数字资产生态系统正在构建前所未有的事物，那么你就忽略了真实的故事。 @ethereumJoseph 透露，整个领域实际上正在重播过去500年的金融创新。 股份公司。主权......
2026-03-06 22:55:37
The Rollup
If you think the digital assets ecosystem is building something that's never existed before, you're missing the real story. @ethereumJoseph reveals on the show that the entire space is actually replaying the last 500 years of financial innovation. Joint stock corporations.… https://twitter.com/therollupco/status/2030049977905406034/video/1
中文: 如果你认为数字资产生态系统正在构建前所未有的事物，那么你就忽略了真实的故事。 @ethereumJoseph 在节目中透露，整个领域实际上正在重演过去500年的金融创新。 股份公司......
2026-03-06 22:36:45
The Rollup
RT @robbie_rollup: NEW EP: Why the Biggest Banks Are Now Building on Ethereum with @ethereumJoseph 00:00 Intro 00:46 Entering the Institut…
中文: RT @robbie_roloup:最新EP:为何最大的银行现在与@ethereumJoseph一起在以太坊上建立 00:00 介绍 00:46 进入研究所......
2026-03-06 21:19:52
The Rollup
RT @realmotioninc: The Rollup is the premier media company for neo finance. Now they have Real Motion 👀 @therollupco 🤝 @realmotioninc Tur…
中文: RT @realmotioninc:The Rollup 是新金融领域的顶级媒体公司。 现在他们有了真实动态 👀 @therollupco 🤝 @realmotioninc 真人
2026-03-06 20:14:05
The Rollup
Erik Voorhees calls ChatGPT dystopian and explains why he built Venice AI: "I loved ChatGPT, but unless someone builds something with actual crypto ethos in it, this is dystopian." "We may all realize at some point in the future that cryptocurrency was actually just being built… https://twitter.com/therollupco/status/2029992766885753206/video/1
中文: 埃里克·沃里斯称ChatGPT为反乌托邦，并解释了他为“威尼斯”人工智能制造的原因: 我喜欢ChatGPT，但除非有人在其中建立某种具有实际加密精神的东西，否则这是反乌托邦式的。 我们未来可能都会意识到，加密货币实际上只是在构建中......
2026-03-06 18:49:25
The Rollup
A New Era Begins. March 9th. See you on the show. https://twitter.com/therollupco/status/2029564555580358902/video/1
中文: 一个新时代开始。 3月9日。在节目中见。
2026-03-05 14:27:52
The Rollup
What does it actually look like when someone goes all-in on AI agents at home? Greg Osuri, founder of Akash Network, runs 10 agents in his house right now. All local. All private. https://twitter.com/therollupco/status/2026127928598163931/video/1
中文: 当有人在家中全读人工智能代理时，它究竟是什么样子? 阿卡什网络公司创始人格雷格·奥苏里目前在他家中经营着10名特工。所有本地。全部私密。
2026-02-24 02:51:56