Bell Curve

In this episode, Mippo, Michael, and Vance discuss sentiment at Token2049 and Solana Breakpoint, the total addressable market of memecoins, and bullish shifts in the market. They also discuss what impact the US election will have on the crypto markets, and the industry as a whole. Finally, they closed the episode by diving into the impact AI is having on the B2B SaaS business model.

Thanks for tuning in!

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L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s. 

Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to.

Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.

Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks

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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

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

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Timestamps:

(0:00) Introduction

(3:06) Sentiment at Token2049 & Solana Breakpoint

(12:56) Exchanges Launching Their Own L2s

(18:26) The Total Addressable Market of Memecoins

(23:40) Supra Ad

(24:37) Shifts in Market Sentiment

(38:08) The Election's Impact on Markets

(57:46) AI's Effect on the B2B SaaS Business Model

(1:05:39) Eric Adams Indicted

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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.

In this episode, Murad Mahmudov joined us to bridge the gap between Bitcoin maximalism and memecoins! We dove into the exponential growth of altcoin bubbles, parallels between NFTs and Memecoins, and finding cult-like communities. Additionally, we asked ourselves: how important is revenue? Is Bitcoin a memecoin? Can older altcoins ever come back? Finally, we unpacked the four year crypto cycle.

Thanks for tuning in!

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Resources

Murad Mahmudov: The Ultimate Bitcoin Argument: https://podcasts.apple.com/us/podcast/murad-mahmudov-the-ultimate-bitcoin-argument/id1434060078?i=1000422916306

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Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.

Namada is currently in its mainnet launch phase — follow along on namada.net

--

L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s. 

Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to.

Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.

Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks

--

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

--

Follow Murad: https://x.com/MustStopMurad

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

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Timestamps:

(0:00) Introduction

(2:15) Murad's Background & Finding Bitcoin

(6:17) Bridging the Gap Between Bitcoin & Memecoins

(16:10) The Exponential Growth of Altcoin Bubbles

(23:56) How Important Is Revenue?

(30:13) Namada Ad

(31:12) Supra Ad

(32:09) Drawing Parallels Between NFTs and Memecoins

(42:36) Finding Memecoin Cults

(51:32) Is Bitcoin A Memecoin?

(59:32) Crypto's Four Year Cycles

(1:03:49) Thoughts on NFTs

(1:06:44) Can Older Alts Ever Come Back?

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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.

In this episode, Mike and Myles discuss Solana’s new mobile phone, Seeker, and the impact it might have on crypto adoption. Additionally, they dove into the L2 landscape today, and asked themselves - when do gas costs stop being a differentiator? What are the most important aspects to consider when building an L2? Finally, they closed the episode with commentary on the rapidly growing number of L2s on the market.

Thanks for tuning in!

--

Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.

Namada is currently in its mainnet launch phase — follow along on namada.net

--

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

--

Follow Myles: https://x.com/MylesOneil

Follow Mike: https://twitter.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/

--

Timestamps:

(0:00) Introduction

(4:11) Solana Doubles Down On Mobile

(10:50) Namada Ad

(11:49) The L2 Landscape Today

(24:03) When Do Gas Costs Stop Mattering?

(30:47) The Most Important Aspects of Rollups

(52:13) Are There Too Many L2s?

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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.

In this episode, we dive deep into the future of Ethereum's infrastructure with Drew from CommitBoost. We unpack how CommitBoost aims to change Ethereum's block building process, potentially solving long-standing issues of censorship resistance and transaction efficiency. We unpack the concepts of inclusion lists and pre-confirmations, and how they could transform crypto. Thanks for tuning in!

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Follow Drew: https://x.com/drewvdw

Follow Rex: https://x.com/LogarithmicRex

Follow nosleepjon: https://x.com/nosleepjon

Follow Expansion: https://x.com/ExpansionPod_

Subscribe on YouTube:   / @expansionpod  

Subscribe on Apple: http://apple.co/4bGKYYM

Subscribe on Spotify: http://spoti.fi/3Vaubq1

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

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Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissio...

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Timestamps:

(0:00) Introduction

(1:43) MEV Boost Overview

(13:52) End Game of Ethereum Infra

(17:23) Permissionless III Ad

(18:55) Designing Public Goods in Ethereum

(24:27) Designing Commitments

(32:58) Inclusion List Implications

(39:13) Credible Neutrality Implications

(51:10) Opt In Requirements

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Disclaimer

Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we’re joined by Frankie from Paradigm, and Eugene from Ellipsis Labs! We discussed the launch of the Atlas L2 private testnet, why Atlas is utilizing the SVM to build an Ethereum L2, and design decisions made along the way. Additionally, we dove into Atlas’ approach to handling MEV. Finally, we covered what the Atlas application set needs to contain on mainnet launch, and first party vs third party apps

Thanks for tuning in!

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Resources

Atlas Announcement Thread: https://x.com/atlasxyz/status/1833880969251524973

--

Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.

Namada is currently in its mainnet launch phase — follow along on namada.net

--

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

--

Follow Frankie: https://x.com/FrankieIsLost

Follow Eugene: https://x.com/0xShitTrader

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

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Timestamps:

(0:00) Introduction

(2:25) The Atlas L2

(4:47) Why Launch An SVM L2?

(10:01) The Differences Between SVM and EVM

(14:48) Opinionated vs Unopinionated Design Philosophy

(19:48) Token Incentivization and L2 Business Models

(27:00) Atlas Design Decisions

(35:11) Namada Ad

(36:10) The Great Rollup Debate

(42:09) Why Choose Ethereum As The Atlas Settlement Layer?

(51:31) Handling MEV On Atlas

(55:52) Should MEV Be Returned To Users?

(1:01:57) Developing More Apps

(1:04:54) First Party Apps vs Third Party Apps

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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.

In this episode, Mike and Myles opened with discussion on crypto’s meme culture, and Near’s recent marketing stunt. They then moved on to one of our industries hottest topics: the L1 value accrual debate. Is a rollup centric roadmap good, or bad, for Ethereum? How should we think about value capture? Additionally, they wondered, how valuable is interoperability? Finally, they closed by diving into community formation around decentralized networks.

Thanks for tuning in!

--

Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.

Namada is currently in its mainnet launch phase — follow along on namada.net

--

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

--

Follow Myles: https://x.com/MylesOneil

Follow Mike: https://twitter.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/

--

Timestamps:

(0:00) Introduction

(2:20) Crypto's Meme Culture

(7:34) Near's Marketing Stunt

(11:43) The L1 Value Accrual Debate

(20:13) Namada Ad

(21:12) Is A Rollup Centric Roadmap Good For Ethereum?

(39:05) Thinking About Value Capture

(48:25) How Valuable Is Interoperability?

(53:28) Building Communities

(59:58) The Role of Infrastructure In Bootstrapping Community

(1:09:41) Myles' Five Year Outlook

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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.

In this episode, Qiao and Imran from AllianceDAO joined us to discuss infrastructure exhaustion in crypto, the Fat App Thesis, and the cultural differences between blockchains. Additionally, we asked ourselves, is there a long term bull case for L1s? Where are the consumer app builders? Finally, we unpacked how TikTok has intersected with crypto, and how crypto can potentially solve the failing business model of traditional media.

Thanks for tuning in!

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Resources

Mason Nystrom - The Fat App Thesis: https://x.com/masonnystrom/status/1827026279964799043

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Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.

Namada is currently in its mainnet launch phase — follow along on namada.net

--

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

--

Follow Alliance: https://x.com/alliancedao

Follow Imran: https://x.com/lmrankhan

Follow Qiao: https://x.com/QwQiao

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

--

Timestamps:

(0:00) Introduction

(1:56) Infrastructure Exhaustion in Crypto

(7:22) Relative Valuation Between Apps & Infrastructure

(14:48) The Fat App Thesis

(21:40) Is There A Long Term Bull Case for L1s?

(28:26) Where Are the Consumer App Builders?

(32:46) Namada Ad

(33:45) Cultural Differences Between Chains

(42:40) What Do Blockchains Effectively Enable?

(51:36) TikTok's Intersection With Crypto

(1:00:39) Can Crypto Save the Traditional Media Business Model?

(1:07:44) How Will Founders Change Over the Next 10 Years?

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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.

In this episode, we discuss the arrest of Telegram founder Pavel Durov and its potential impact on the TON blockchain. We then explore the SEC's lawsuit against OpenSea and its implications for NFTs as securities. The conversation shifts to the broader regulatory landscape for crypto in the US and globally. Finally, we touch on the current state of the NFT market and its future performance. Thanks for tuning in!

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Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.

Namada is currently in its mainnet launch phase — follow along on namada.net

- -

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/

- -

Timestamps:

(0:00) Introduction

(2:07) Sky Maker Rebrand

(11:14) Namada Ad

(12:13) Telegram Founder Arrested

(26:54) TON Blockchain Outages & Ecosystem

(37:28) SEC vs OpenSea

(42:51) Where do Crypto Founders Go?

(48:43) Are NFTs Dead?

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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.

In this episode, the Roundup Crew discusses the current sentiment among market participants, and how seasonality impacts the markets. Additionally, they covered the Fed’s upcoming Jackson Hole symposium, rate cuts and job number revisions, and Kamala Harris’ potential capital gains tax policies. Finally, they took a look at Tron’s recent success and asked themselves, are centralized chains better at acquiring users?

Thanks for tuning in!

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Resources

2xDog Chart on Bitcoin Seasonality: https://x.com/2xdog/status/1826460239090385028

S.Y. Lee’s Comments: https://x.com/storysylee/status/1826296244568019259

Tron Fees Chart: https://x.com/AviFelman/status/1825969241050550507

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Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.

Namada is currently in its mainnet launch phase — follow along on namada.net

--

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

--

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/

--

Timestamps:

(0:00) Introduction

(2:42) Sentiment in the Crypto Markets

(8:51) How Seasonality Impacts Markets

(13:30) The Fed's Jackson Hole Symposium

(15:27) Namada Ad

(16:26) Kamala Harris' Capital Gains Tax Policies

(24:06) Which Presidential Candidate Will Be Better For Crypto?

(28:23) Rate Cuts & Job Revision Numbers

(40:01) Story Protocol's Series B Announcement

(46:51) Tron's Pump Fun Competitor

(50:01) Are Centralized Chains Better at Acquiring Users?

(55:22) Peter Thiel's Interview With Joe Rogan

(58:50) Bill Clinton at the DNC

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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.

In this episode, Mike and Jason are joined by Sreeram Kannan, the Founder of EigenLayer to discuss the recent Eigen Labs airdrop controversy, why Eigen Labs was not upfront about this list, and what changes they are making internally. Additionally, they dive into EigenLayer’s close relationship with the Ethereum Foundation, avoiding conflicts of interest within the industry, and the need for more disclosures in crypto. Finally, they take a look at how permissionless tokens will impact AVS security preferences.

Thanks for tuning in!

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Resources

Coindesk: Top Crypto Startup Drove Other Projects’ Airdrops to its Employees: https://x.com/CoinDesk/status/1824067033350258815

Coindesk: Crypto Airdrops Ban U.S. Users, but Americans Are Claiming Tokens Anyway: https://x.com/CoinDesk/status/1826441814770872797

EigenLayer’s Response to the Coindesk Article: https://x.com/eigenlayer/status/1824175022308724749

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Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.

Namada is currently in its mainnet launch phase — follow along on namada.net

--

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

--

Follow Sreeram: https://x.com/sreeramkannan

Follow Jason: https://x.com/JasonYanowitz

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

--

Timestamps:

(0:00) Introduction

(2:27) Addressing the Eigen Labs Airdrop Controversy

(10:42) Dealing With A Rapid Rise to Prominence

(17:24) Namada Ad

(18:23) Why Was Eigen Labs Not Upfront About the List?

(22:28) Working Closely With the Ethereum Foundation

(30:52) Avoiding Conflicts of Interest in the Crypto Industry

(32:15) What Changes Is EigenLayer Making Internally?

(35:27) Have Eigen Labs Employees Been Claiming Airdrops?

(37:23) Upcoming Developments in the EigenLayer Ecosystem

(58:57) How Permissionless Tokens Impact Security Preferences

(1:03:20) The Need for More Disclosures in Crypto

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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.