About this episode
A new category is being born, and it's going to reshape crypto investing.In this episode, we sit down with Vance Spencer and Michael Anderson of Framework to explore the rise of neo-finance and how 2026 creates crypto's Magnificent 7. Vance and Michael break down Sky, Sirup and the 3-4 assets worth owning, sustainable yields vs Ponzinomics 2.0, why equity outcomes are surging, and the biggest market shift happening right now.We discuss:-The Rise of Neo-Finance: Why DeFi No Longer Works-How 2026 Creates Crypto's Magnificent 7-Token Structure Clarity & Property Rights-Sky, Sirup & The 3-4 Assets Worth Owning-Sustainable Yields vs. Ponzinomics 2.0-Why Equity Outcomes Are Surging-Market Structure Bill & SEC Innovation Hub-BMR's Massive ETH Call Position-The Biggest Market Shift Happening Right NowTimestamps:00:00 Intro01:17 Neo-Finance Terminology03:52 Why DeFi Needs a Rebrand06:02 The NuFi Thesis10:31 Stablecoins & Asset Management13:30 infiniFi, Halliday, Kalshi Ads14:39 2021 CeFi vs. 2025 NuFi18:13 Market Structure Bill Impact20:40 Token-Equity Dilemma27:05 Investable Crypto Assets32:56 YEET, Trezor, Hibachi Ads32:22 Property Rights for Tokens35:00 The Mag 3-4 of Crypto40:36 Bull Case: ETFs & Positioning44:58 BMR's ETH Play & Innovation HubWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl??????????: ????????? ?? ?????????????? ??? ???? ????????? ????? ???? ???????? ????? ????????? ????????? ????, ????? ?????, ???????? ??????? ??? ????. ?? ??????? ?????? ?????????? ???? ???????, ?? ??? ???? ? ?????????? ?? ??? ?? ? ???????????, ?? ???? ?? ??? ???? ?? ???? ?????? ???? ???? ?? ?? ?????. ?? ??? ???????? ?? ??????????? ??????? ????????, ??????? ?? ????? ?? ????????? ??????. ?? ??? ??? ????????????? ?? ???????? ????????.
