Bell Curve

A New Era: Trump’s Impact on Crypto and Innovation in the U.S.


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In this episode, the Roundup crew covers a wild week in crypto and politics. They discuss the assassination attempt on Donald Trump, and how economic policy might look with JD Vance as the Vice President. Additionally, they speculate on whether or not Biden will drop out of the presidential race, and talk about the Fed’s approach to monetary policy leading up to the election. Finally, they wonder where we are in the AI hype cycle, and who benefits the most from L2 innovation.


Thanks for tuning in!

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Resources

  • Mark Cuban on Bitcoin: https://x.com/mcuban/status/1813591281970348264

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Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii

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Follow Mike: https://twitter.com/MikeIppolito_

Follow Michael: https://twitter.com/im_manderson

Follow Vance: https://twitter.com/pythianism


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Timestamps:

(0:00) Introduction

(1:54) EthCC Recap

(3:53) Discussing the Assassination Attempt on Trump

(14:44) Mark Cuban and Other Elites Suddenly Rallying Behind Crypto

(21:06) Sei Ad

(22:06) Would Jamie Dimon Be a Good Treasury Secretary?

(24:37) Economic Policy With JD Vance as VP

(32:45) Will Biden Drop Out?

(39:55) Recent Moves in the Crypto Markets

(45:39) The Feds Approach to Policy Ahead of an Election

(52:38) Where Are We in the AI Hype Cycle?

(58:56) Apps vs Infrastructure

(1:05:06) Who Benefits the Most From L2 Innovation?

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed.



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