The Rollup
@therollupco
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Face-to-face with the leaders in digital assets. Hosted by @andyyy & @robbie_rollup. Available on YouTube, Spotify & Apple.
Joined September 2019
7:10:14 for Mr Devconnect @0xThiru on @therollupco ๐๐ฟ
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we're proud to build our enterprise stablecoin business alongside the @m0 team and @LucaProsperi grateful for the kind words on @therollupco this week
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Twitter narratives around TEE security miss the point. @0xQuintus from Flashbots breaks it down: "We're not putting billions of dollars in the TEEs. You can see who's pushing it and what the incentives are." The real issue is implicit trust in cloud infrastructure.
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Stani breaks down why Aave has captured so much institutional capital: "Establishing trust is really important. The resiliency comes by ensuring there are enough independent stakeholders that review different parameters and choices."
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Juan Mendieta breaks down Keyrock's journey from liquidity tech to full financial services and how they're positioning as crypto's new investment bank.
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Aave V4 is solving liquidity fragmentation with the Hub & Spoke model. @StaniKulechov of @Aave explains the breakthrough: "You can segregate risk while at the same time you are not segregating liquidity."
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Stani explains how the Aave App will drive mainstream adoption by abstracting away everything confusing about DeFi. "Create as simple and as easy as possible way to move funds from your bank accounts into Aave." The abstraction serves users without compromising DeFi
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Sean Li is getting hands-on with Newton's go-to-market strategy. "All the critical pieces around the protocol are coming together and we are finalizing ways to bring this to market." He even wrote code himself.
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Celestia's strategy leans heavily toward app acquisition rather than dogfooding its own infrastructure. Nick White breaks it down: "Maybe like a 20% focus on verticalization. Feeling pretty good about the CLOBs and onchain finance stuff."
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Morpho is fully permissionless, no gatekeepers. "Whether you are a BlackRock or a student in Argentina that wants to deploy, you can do it. Risk curation on Morpho is wide open."
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Stablecoins are the checking account. Morpho is the savings account. @PaulFrambot from @Morpho traces the path from stablecoins to DeFi dominance. His thesis? "Stablecoins alone not generating any yield long-term is not sustainable. The time for stablecoin is the time for
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