The Rollup Rollup TV: FraxFinance, BitDigital, ZKsync, Monad
Oct 16, 2025
Sam from Frax Finance, a stablecoin expert, dives deep into the causes of stablecoin volatility, explaining critical redemption practices and the pitfalls of on-chain risks. Sam Tabar, CEO of BitDigital, shares insights on pivoting from mining to an Ethereum-focused treasury, discussing the synergy between AI data centers and Ethereum. Alex G from zkSync highlights the importance of privacy and interoperability for institutions and introduces the Previdium initiative. Lastly, Toons from Monad recaps the chaotic airdrop claim launch, detailing community engagement and future plans.
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Episode notes
Use Unsecured Converts To Protect Crypto
- Raise unsecured convertible capital instead of secured debt so creditors cannot claim your crypto in a downturn.
- Use converts to fund growth without diluting shareholders or risking asset seizure.
Staking As A Lightweight Yield Engine
- Staking ETH yields steady income and covers company operating costs more cheaply than running mining infrastructure.
- Tabar stakes ~80% of BitDigital's ETH at ~3% to fund G&A, highlighting staking's treasury utility.
ZK-Enabled Bridge Between Banks And Public Chains
- Providium architecture uses ZK proofs to bridge private institutional chains and public blockchains while preserving privacy.
- Alex G says this removes the tradeoff between verifiability/composability and enterprise privacy/control.