DAY 2. LIVE IN LONDON.
Tomorrow we're back on the floor with @Circle, @BaillieGifford, @Digitalasset, the @UKHouseofLords and more.
See you tomorrow.
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The Rollup
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@therollupco
Alex Gluchowski expects a lot of institutions to gravitate toward public chains like Ethereum when they need a credibly neutral settlement layer.
"We pick a third place which is credibly neutral, which has very strong guarantees of finality, and thi...
11/10/2026 22:01
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@therollupco
Abdul Rafay Gadit says Ondo is distributing tokenized stocks to more than 100 partners, and the customer doesn't even know.
"Ondo is a perfect example. They are distributing tokenized stocks to more than 100 partners, and the customer don't even kno...
11/10/2026 21:13
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@therollupco
In the 1960s, only 7% of Americans took part in the stock market.
Today it’s 41%.
That’s according to Abdul, and he says one innovation made the difference.
“So what changed? ETFs. ETFs changed it.”
ETFs looked like a Western innovation. Abdul th...
11/10/2026 20:29
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@therollupco
$2 or $10 million, same yield. Abdul on what onchain private credit changes:
“Their customers with as low as $2 are getting 10%.”
“Same as what institutional-grade investors are getting with $10 million.”
“That is where I think the real answer is....
11/10/2026 19:45
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@therollupco
Same screen, same controls, same risk systems, but settled onchain. Theo Golden on what DLX does:
“What we’ve really created here with DLX is a unified operating system.”
“They don’t have to spin up a second screen and manage risk on a different po...
11/10/2026 18:48
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@therollupco
"When the DTCC says, 'Let's jump,' the market says, 'How high?'"
Theo Golden, Head of Tokenized Product, International at Broadridge says the adults in the room are saying this is real, and that it is really exciting.
"It's been awesome to see quit...
11/10/2026 17:58
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@therollupco
Andy thinks the bottom is in after this morning's hot CPI:
"0.1 increase or whatever in expectation is irrelevant."
Next CPI "will be significantly lower" as oil and wholesale gasoline roll over.
Anthropic IPO and Nvidia earnings still ahead, t...
11/10/2026 17:29
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@therollupco
Is the store-of-value trade easier than revenue on short timeframes?
Logan Jastremski thinks it is, because the higher it goes, the more self-fulfilling it becomes.
"It just depends on your timeframe."
"I think on the shorter timeframes, the store...
11/10/2026 15:45
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@therollupco
Keone has a simple test for tokenized equities.
Compare the onchain price of tokenized Apple with what you'd pay offchain.
"It needs to be competitive. It needs to be comparable or better in order to deliver the solution that people are looking for...
11/10/2026 15:28
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@therollupco
"Everyone said that perps would never work on a DEX until Hyperliquid came along and knocked it out of the park."
Keone Hon, co-founder of Monad, uses that history to push back on the idea that trading is the only thing out there.
"I think that dif...
11/10/2026 14:58
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@therollupco
Logan has given his global finance pitch many times. Andy decided to push back on it.
“New Jersey houses all of the stock trading in the whole country.”
New York and New Jersey are where everything happens, settles and starts. Doesn’t that undercut...
11/10/2026 14:42
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