In this episode, Mippo discusses the recent discussion on Polygon bridge assets, the potential for a new business model in DeFi, the future of RWAs, and the waning strength of ETHs “Store of Value” narrative.

Thanks for tuning in!

Resources

Marc Zeller - “Operation Polygon(e): https://x.com/lemiscate/status/1868599491869520361

Sandeep’s Thoughts: https://x.com/sandeepnailwal/status/1869153510756909475

PaperImperium’s Post: https://x.com/ImperiumPaper/status/1869385793229459867

Steakhouse Financial’s Thoughts on the Polygon Bridge Drama: https://x.com/SteakhouseFi/status/1869506052242407645

RWA: Tokenized Treasuries: https://app.rwa.xyz/treasuries

Gwart’s Post: https://x.com/GwartyGwart/status/1870500616742822138

—

Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!

This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.

You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4

--

This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/

--

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

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

—--

TIMESTAMPS

(00:00) Intro

(01:04)  New Business Models in DeFi

(19:13) Uniswap ad

(20:11)  The Future of RWAs

(29:49)  ETHs Store of Value Narrative

—--

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.

In this episode, Michael, Vance, and Mippo discuss their 2025 predictions! They cover their macro outlook, and crypto specific predictions for next year. They also ask themselves - Will the L1 trade ever die? Will ICOs return? Are crypto founders returning to America?

Thanks for tuning in!

Resources

2024 Predictions Episode: https://youtu.be/6V0hWs_CCFg?feature=shared

2025 Predictions: https://x.com/pythianism/status/1869522809212543204

Steakhouse Financial’s Thoughts on the Polygon Bridge Drama: https://x.com/SteakhouseFi/status/1869506052242407645

—

Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!

This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.

You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4

--

This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/

–

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

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

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

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

—-

(00:00) Introduction

(02:50) 2025 Macro Predictions

(20:04) 2025 Crypto Predictions

(41:40) Uniswap Ad

(42:36) Will the L1 Trade Ever Die?

(49:22) Crypto is Coming Back to America

(55:57) Will ICOs Return?

(57:12) The IPO Market

(01:05:01) Bridged Asset Drama

—--

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.

In this episode, Paul Frambot, Co-founder and CEO of Morpho Labs, joined us to discuss the history of Morpho, TAM and network effects for primitive protocols, and what Morpho does today. Additionally, he gave his thoughts why a simple codebase is important, and how TradFi distribution will come onchain. Finally, we unpacked the recent trends in DeFi, importing yield, and institutional adoption of crypto. 

Thanks for tuning in!

--

Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!

This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.

You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4

--

Follow Morpho: https://x.com/MorphoLabs

Follow Paul: https://x.com/PaulFrambot

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

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

--

Timestamps:

(0:00) Introduction

(2:15) The History of Morpho

(11:29) Tradeoffs Between Immutable Code And Innovating

(18:13) TAM And Network Effects For Primitives

(25:24) Forking Code And LP Behavior

(29:05) Uniswap Ad

(29:58) What Does Morpho Do Today?

(35:50) Why Is A Simple Codebase Important?

(40:43) Risk Curators and TradFi Distribution Channels

(48:35) Recent Trends In DeFi

(53:07) Importing Yield And The Institutional Cycle

--

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.

In this episode, Mike Ippolito and Michael Anderson reflect on some of their 2024 predictions, discuss the attention economy and memecoin activity, and Hyperliquid’s success. They also dive into blockchain business models, and where activity should be across the Ethereum ecosystem. Finally, they give their thoughts on whether or not this cycle has been muted compared to past cycles.

Thanks for tuning in!

--

Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!

This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.

You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4

--

This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/

–

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

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

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

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

--

Timestamps:

(0:00) Introduction

(1:55) Reflecting On 2024 Predictions

(10:04) The Attention Economy and Memecoin Activity

(21:07) Uniswap Ad

(22:00) Hyperliquid's Success and Blockchain Business Models

(33:55) Balancing Activity Across Mainnet and Rollups

(46:37) Has This Cycle Been Muted?

--

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.

In this episode, we’re joined by Patrick O’Grady, Founder of Commonware! We discussed what inspired Commonware, what Commonware aims to solve, and the flexibility it offers to developers. Additionally, we unpacked Patrick’s time at Ava Labs, and the tech stack that Avalanche has built. Finally, we covered how crypto will move past the “TPS Era” and infighting about infrastructure.

Thanks for tuning in!

Resources

Unveiling Commonware: https://x.com/_patrickogrady/status/1866866850107363582

Commonware unveils "anti-framework": https://blockworks.co/news/commonware-optimized-blockchain-development/

--

Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!

This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.

You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4

--

This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/

--

Follow Commonware: https://x.com/commonwarexyz

Follow Patrick: https://x.com/_patrickogrady

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

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

--

Timestamps:

(0:00) Introduction

(2:06) What Led to Building Commonware?

(6:06) Avalanche's Tech and What Inspired Commonware

(15:32) What Is Commonware?

(28:26) CryptoVMs and Flexibility With Commonware

(37:55) Uniswap Ad

(38:49) Categorizing Commonware

(49:14) Scaling Access and Participation

(55:30)  Operator vs Optics Tradeoffs

(1:00:26)  What Commonware's Success Means For Crypto

(1:05:37)  Closing Comments

--

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.

In this episode, the Roundup crew discussed the resurgence of Dinocoins, Altcoin cycles, $100k Bitcoin, and the current outlook for Ethereum. They also dove into the background of Trump’s pick to lead the SEC, Paul Atkins, and the impact he might have on the crypto industry. Finally, they ended the episode by giving their thoughts on Hyperliquid, and narrative progression within cycles.

Thanks for tuning in!

--

Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!

This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.

You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4

--

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

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

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

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

--

Timestamps:

(0:00) Introduction

(1:58) DinoCoin Resurgence & Alt Cycles

(13:51) $100k Bitcoin & the Outlook on ETH

(29:32) Uniswap Ad

(30:26) Trump's SEC Pick

(35:27) The Hyperliquid Airdrop

(43:05) New Narratives as Cycles Progress

--

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.

In this episode, mteam from Spire Labs joined us to discuss Based Rollups, ETH value accrual, and the current state of Ethereum. We also covered designing Based Rollups, their value proposition, and Ethereum’s Rollup centric roadmap. Mteam also gave his thoughts on what Ethereum should prioritize moving forward. Finally, we ended the episode with discussion on network effects, Multiple Concurrent Proposers, moving activity back to the Ethereum L1, and blockchain design convergence.

Thanks for tuning in!

--

Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!

This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.

You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4

--

Follow Spire Labs: https://x.com/spire_labs

Follow mteam: https://x.com/mteamisloading

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

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

--

Timestamps:

(0:00) Introduction

(1:31) The Current State of Ethereum

(10:50) Based Rollups & ETH Value Accrual

(14:34) Designing Based Rollups

(32:48) Uniswap Ad

(33:42) The Value Proposition For Based Rollups

(40:13) Ethereum's Rollup Centric Roadmap

(52:17) What Should Ethereum Prioritize?

(1:01:35) Measuring Network Effects

(1:05:03) Multiple Concurrent Proposers

(1:10:34) Moving Activity Back to L1

(1:13:25) Are Blockchain Designs Converging?

--

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.

 In this episode, we discussed increased retail activity, the evolution of the AI meta, and crypto regulatory reform. Additionally, we covered the deployment of USDS on Solana, and the recent news from Coinbase Wallet: USDC holders will now earn yield. Finally, we speculated on whether or not there will be an alt season, and institutional interest in crypto post-election.

Thanks for tuning in!

–

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

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

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

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

—-

(00:00) Introduction

(02:27) Crytpo TikTok & Retail Activity

(12:23) Evolution of the AI Meta

(15:12) Bitcoin Options Go Live & Crypto Regulatory Reform

(25:18) Will USDS Find Success on Solana?

(44:37) USDC Yield Announced For Coinbase Wallet Users

(50:58) Will There Be An Alt Season?

(57:18) Category Creation, Founder Migration, and FTX Distributions

—--

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.

In this episode, Alex Watts, the Co-Founder and CEO of FastLane Labs, joined us to discuss dealing with MEV, Application Specific Sequencing, and the EVM vs the SVM. Additionally, we asked Alex: is application specific sequencing possible on Solana? Where does Monad fit into things? We closed the episode out with our thoughts on alignment, the rollup landscape, and single slot finality.

Thanks for tuning in!

--

Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more. 

Visit fuel.network to learn more and start building for tomorrow, today!

--

Follow FastLane Labs: https://x.com/0xFastLane

Follow Alex: https://x.com/ThogardPvP

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

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

--

Timestamps:

(0:00) Introduction

(3:45) Origins of FastLane

(12:39) Approaches to Dealing With MEV

(21:21) Fuel Ad

(22:16) Application Specific Sequencing

(32:06) EVM vs SVM

(41:38) Is Application Specific Sequencing Possible on Solana?

(50:46) Where Does Monad Fit Into Things?

(53:14) Complicated Feelings Around Alignment

(1:02:47) The Rollup Landscape in 5 Years

(1:09:47) Single Slot Finality Prioritization

(1:16:49) Are RWAs Bullish for the L1?

--

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.

In this episode, Hart Lambur and Dan Robinson joined us to discuss interoperability across the Ethereum ecosystem! We dove into ERC-7683, EIP-7702, and Unichain’s future. We also unpacked the process behind creating new standards for Ethereum. Finally, we discussed the crossovers between the solver and searcher markets.

Thanks for tuning in!

--

Resources

Uniswap x Across Protocol: https://x.com/Uniswap/status/1849104961335972078

ERC-7683: https://across.to/blog/ERC-7683-Building-a-Borderless-Ethereum

EIP-7702: https://github.com/ethereum/EIPs/blob/master/EIPS/eip-7702.md

Bell Curve Season 6 - The State of DEXs: https://youtube.com/playlist?list=PL6TA5PBj6svs5C6FtG4VMUG7dKmIv0TSN&feature=shared

Bell Curve Season 7 - Modularity: https://youtube.com/playlist?list=PL6TA5PBj6svuFu-1yDzxgZELBGGqXDNzO&feature=shared

--

Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more. 

Visit fuel.network to learn more and start building for tomorrow, today!

--

Follow Dan: https://x.com/danrobinson

Follow Hart: https://x.com/hal2001

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

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

--

Timestamps:

(0:00) Introduction

(2:09) Ethereum Technical Challenges and Interoperability Solutions

(12:48) Fuel Ad

(13:42) Developing ERC-7683

(21:58) Proposing New Standards

(31:55) Unichain's Future

(36:50) Ethereum Account Abstraction

(42:46) Does Ethereum Have A UX Problem?

(47:30) Crossovers Between Searchers and Solvers

--

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.