Bell Curve

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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Sei Labs believes the EVM is here to stay.

By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.

Visit https://www.sei.io/ to find out more

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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

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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

(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.

In this special episode, Vitalik Buterin and Christopher Goes joined us live from the Intents Discussions conference during EthCC 2024! Key highlights from this campside chat include: Vitalik’s reflections on crypto’s journey thus far and his insights on Ethereum’s inception, unbundling blockchain components, and competing with centralized protocols. The interview concludes with thoughts on social consensus, and the importance of learning from past failures to better navigate future developments.

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

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.

If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz

--

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

--

Follow Vitalik: https://x.com/VitalikButerin

Follow Christopher Goes: https://x.com/cwgoes

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

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

(5:22) Reflections on the Past 15 Years of Crypto

(12:36) How Can We Compete Against Centralized Protocols?

(19:08) Anoma Ad

(20:07) Kinto Ad

(21:01) Ethereum's Roadmap: What Comes Next?

(38:33) The Role of Standards

(49:47) Unbundling the Blockchain

(56:12) Crypto's Successes and Failures

(1:03:10) Questions From the Crowd

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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, Misha, CEO and Co-founder of Symbiotic, delves into the history and evolution of shared security. He discusses shared security’s various implementations over the years, and highlights Symbiotic's vision for the future. The conversation also touches on Symbiotic’s protocol design choices, offering a fresh perspective on shared security's potential to streamline and secure emerging networks.

Thanks for tuning in!

--

Resources

• Ethena + Symbiotic: https://blog.symbiotic.fi/ethena-symbiotic/

--

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

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.

If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz

--

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

--

Follow Symbiotic: https://x.com/symbioticfi

Follow Felix: https://x.com/FelixLts

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

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

(2:39) The History of Shared Security

(6:27) Polkadot's Impact

(12:18) Symbiotic's Vision for Shared Security

(26:09) Namada Ad

(27:08) Kinto Ad

(28:02) Symbiotic's Protocol Design

(56:13) Securing Cross-chain Transfers with Ethena

(1:05:55) Symbiotic's Impact on Ethereum's Future

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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, the Roundup crew discusses the aftermath of the Presidential Debate, and a Trump victory’s potential impact on the markets. Additionally, they dive into what the Chevron Doctrine was, and what the implications of its overruling are. Finally, they provide their views on current sentiment within the crypto markets, and how fresh capital is finding its way into crypto.

Thanks for tuning in!

--

Sei Labs believes the EVM is here to stay.

By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.

Try out sei v2 devnet - visit the new sei.io to find out more

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.

If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz

--

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

(3:06) The Presidential Debate

(14:34) Sei Ad

(15:34) Kinto Ad

(16:27) Chevron Doctrine Overruled

(24:16) Trump's Potential Impact on Markets

(37:06) Making Sense of Current Market Sentiment

(54:57) How Is Fresh Capital Finding Its Way Into 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.tt and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Hasu and Justin Drake joined us to discuss restaking, preconfs, Minimum Viable Issuance, and the future of Ethereum. We dive into the effects Ethereum monetary policy has on the validator set, the current market for restaking, and our thoughts on attester-proposer separation and proposer-builder separation. Finally, we cover what we’re most excited about in the future of Ethereum.

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

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.

If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz

--

Follow Hasu: https://x.com/hasufl

Follow Justin: https://x.com/drakefjustin

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

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- -

--

Resources 

• stETH is the decentralized reserve currency for the sovereign internet: https://www.adcv.xyz/p/steth-is-the-decentralized-reserve-currency

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Timestamps:

(0:00) Introduction

(2:40) The Minimum Viable Issuance Debate

(13:38) Monetary Policy & Impacts on the Validator Set

(31:43) Namada Ad

(32:42) Kinto Ad

(33:35) Restaking's Effect on ETH Monetary Policy

(44:16) Thoughts on APS and PBS

(57:33) Decentralizing Centralized Components with Restaking

(1:06:25) The Restaking Supply & Demand Mismatch

(1:23:59) The Future of Ethereum

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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, David Tse, Co-founder of BabylonChain, joins us to explore the latest developments in the Bitcoin ecosystem. We dive into the transformative impact of Bitcoin staking, the innovative role of Babylon, and the broader technological and cultural shifts in the Bitcoin ecosystem. Finally, David provides insight into the Bitcoin staking market, and his outlook for its future.

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

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.

If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz

--

Follow David: https://x.com/dntse

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

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- -

--

Resources

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Timestamps:

(0:00) Introduction

(3:57) Recent Bitcoin Developments

(12:10) How Babylon Enables Bitcoin Staking

(33:39) Namada Ad

(34:38) Kinto Ad

(35:32) The Bitcoin Staking Market

(55:18) Babylon's Massive Opportunity

(1:01:12) Interview Reflection

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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 dive deep into the world of ZK accounts and their potential. Uma, Zaki, and John, unpack ZK accounts, the trade-offs involved in design decisions, and the political landscape. We explore how ZK accounts enable trustless interoperability, enhance scalability, and unlock a dimension for dApps. The conversation also touches upon the convergence of blockchain design and the shift from infrastructure development to application-focused innovation, as ZK technology becomes more accessible and user-friendly.

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Follow John: https://x.com/jadler0

Follow Zaki: https://x.com/zmanian

Follow Uma: https://x.com/pumatheuma

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

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

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

Subscribe on YouTube: https://www.youtube.com/@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. Use code EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii

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Timestamps:

(00:00) Introduction

(02:11) ZK Accounts Overview

(10:26) Why ZK?

(18:05) Permissionless III Ad

(19:25) Trade-offs of Design Decisions

(31:36) What ZK Accounts Unlock

(42:22) Endgame Convergence

(50:37) ZK Application Unlock

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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 discuss FOMC, previous rate cutting cycles over the years, and if the FED will cut rates prior to the presidential election. We also breakdown the differing approaches blockchains take when dealing with MEV, and the ways networks and applications can monetize. Finally, we dive into how Trump’s stance towards crypto has affected regulatory policy.

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 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

(2:34) Discussing FOMC and Economic Data

(14:08) The Discrepancy Between Economic Data and Public Perception

(16:10) Nomada Ad

(17:09) Rate Cutting Cycles

(22:20) Will the Fed Make Changes Before the Election?

(24:43) Solana's Approach to Dealing With MEV

(32:22) How Decentralized Networks Monetize

(43:18) Ethereum's Scaling Roadmap

(48:32) Trump's Effect on Crypto Policy

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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, Ludwig from Sorella Labs and Muto from Ethos, two AVS builders, join to discuss the potential of restaked ETH and attributable security to revolutionize DeFi. They dive into how AVSs offer a scalable alternative to rollups by leveraging restaking to enable customizable off-chain execution while preserving the benefits of shared L1 liquidity. The discussion covers topics like preconfirmations, MEV, quorum design, costs of security, and Eigen Layer's role in enabling this new design space. Ludwig and Muto provide insights into how AVSs will unlock powerful new applications and impact the future of crypto. Thanks for tuning in!

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Follow Ludwig: https://x.com/0xvanbeethoven

Follow Muto: https://x.com/0xMuto

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

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- -

--

Sei Labs believes the EVM is here to stay.

By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.

Try out sei v2 devnet - visit the new sei.io to find out more

--

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.

If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz

- -

Timestamps:

(0:00) Introduction

(2:52) AVS Demand Side

(15:14) Unlocking a New Design Space with Restaking

(23:34) Sei Ad

(24:34) Kinto Ad

(25:28) Ethereum Alignment

(31:24) AVS Branding

(37:57) Quorum Design

(45:58) Using an AVS vs a Rollup

(52:10) AVS Costs

(1:03:33) How AVS' Will Impact Applications

(1:13:25) Interview Reflection

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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 jam-packed episode, we dive into Starkware's million dollar initiative to scale Bitcoin with ZK tech, debate the implications of looming ETH ETF approvals, and discuss how the largest rate cutting cycle of our lifetimes could supercharge crypto. We also break down Coinbase's new Web3 wallet, the convergence of crypto infrastructure, and why Bitcoin DeFi faces an uphill adoption battle. Thanks for tuning in!

- -

Sei Labs believes the EVM is here to stay.

By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.

Try out sei v2 devnet - visit the new sei.io to find out more

- -

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/

- -

Resources

OTM Clip

https://x.com/fejau_inc/status/1798366477479034988

Coinbase smart wallet

https://x.com/WatcherGuru/status/1798366017443557430

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Timestamps:

(0:00) Introduction

(1:12) Crypto's Partisan Momentm

(6:14) Trading the Ethereum ETF

(16:01) Sei Ad

(17:01) Largest Rate Cut of Our Lifetime

(28:50) Starkware Scaling BTC With ZK

(35:50) Converging Architecture

(44:13) Coinbase Smart Wallet

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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.