The Rollup

"It's not coming, it's here": Coinbase Institutional strategy head on tokenization

7 calls: why 33 issuers saying no is a waiting game, how a Friday-night crude hedge makes the case for 24/7 markets, and who is really taking community…

Nov 9 • Scuttlebutt

DTCC executive on tokenization: "about 30 trillion that could come on chain"

6 insights: why DTCC says the token is not the product, how a tokenized money market fund could replace a cash margin call, and why it nets 98% of…

Nov 8 • Scuttlebutt

The industry needs to 10x the money in DeFi, says Chainlink's co-founder

6 insights: Why tokenization alone creates no value, why weekend data matters, why cross-border flows will beat Swift and DTCC for volume, and a new…

Nov 1 • Scuttlebutt

Alpaca digital assets head: tokenized stocks are moving from custody to clearing

9 insights: why tokenized spot is harder than perps, why "the token is the share" is false, and why Wall Street nets its flow down 98% while crypto…

Oct 29 • Scuttlebutt

Tokenized US stocks mainly serve investors outside America, says Binance's founder

5 arguments: why thin national stock markets need onchain liquidity, why gold and rare earths come next, and why Target and McDonald's need not sign up…

Oct 28 • Scuttlebutt

AI already broke a top post-quantum crypto candidate, says Gauntlet's CEO

6 takeaways: why some rollups were economically doomed from the start, why Ethereum should stop chasing compute, and the 1970s idea Tarun says survives…

Oct 27 • Scuttlebutt

NEAR co-founder on law: "50% of the cost of any item you buy is effectively legal costs"

9 arguments: why public blockchains leak earnings-sensitive data, how NEAR adds post-quantum signatures without a migration, and why AI agents may post…

Oct 25 • Scuttlebutt

Tempo go-to-market head on bank deposits: "I think the capital flight risk is overblown"

11 arguments: why the Genius Act brought Visa, Mastercard and Stripe into stablecoins, why Tempo built private zones for enterprises, and why he calls a…

Oct 16 • Scuttlebutt

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