Bell Curve

This week, Mippo, Myles, and Xavier sat down to discuss Stripe Sessions, the merging of fintech and crypto, Tempo's role in agentic commerce, where AI agents will land onchain, sector-specific blockchains, and the rise of stablecoin neobanks.

Thanks for tuning in!

Resources

Xave’s Thoughts on Stripe Sessions: https://x.com/0xave/status/2050211034338640091?s=20

Stripe’s Link: https://x.com/link/status/2049529099933348041?s=20

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

Follow Xavier: https://x.com/0xave

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

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Timestamps

(00:00) Introduction

(01:22) Inside Stripe Sessions

(09:21) The Two Sides of Crypto

(13:46) The Funding Horse Race

(17:57) AIs Impact on Crypto

(26:43) Sector Specific Chains

(29:20) The Neobank Opportunity

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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. 

This week, Mippo, Myles, and Xavier sat down to discuss Blockworks' Token Transparency Framework, exploring why founder accountability and disclosure standards matter now, the relationship between regulatory clarity and token classification, token versus equity value accrual, optimal token launch timing, exchange listing incentives, protocol security, and the potential for onchain, real-time disclosures.

Thanks for tuning in!

Resources

Vlad Tenev on Boring Earnings Calls: https://x.com/sourceryy/status/2049208276873581054?s=20

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

Follow Xavier: https://x.com/0xave

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

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Timestamps

(00:00) Introduction

(01:30) The Token Transparency Framework

(08:10) Why Disclosures, Why Now?

(18:18) Token vs Equity Value Accrual

(21:33) When Should You Launch a Token?

(34:24) Protocol Security as a Differentiator

(39:18) Future of Onchain Disclosures

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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Mippo, Myles, and Xavier sat down to discuss the brutal month for DeFi, North Korea's growing role in exploits, counterparty risk and curator models, the security-versus-speed tradeoff, and DeFi's path forward through stablecoins, agents, and fintech distribution.

Thanks for tuning in!

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

Follow Xavier: https://x.com/0xave

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

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Timestamps

(00:00) Introduction

(00:32) A Month of DeFi Disasters

(05:44) Why Are Hacks Accelerating?

(09:53) Lending Models Today

(17:22) What Brings Capital Back to DeFi?

(24:28) The Overhang From Mythos

(28:44) Institutionalization of Crypto

(38:51) The Money Legos Thesis

(49:15) Closing Comments

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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

This week, we’re joined by monetsupply and Sam MacPherson to unpack the rsETH exploit, DeFi’s sentiment crisis, risk models, and Bitcoin's looming Q-Day decision around Satoshi's wallet.

Thanks for tuning in!

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Follow Sam: https://x.com/hexonaut

Follow monetsupply: https://x.com/MonetSupply

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

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Timestamps:

(00:00) Introduction

(01:07) The rsETH Exploit

(12:04) DeFi’s Sentiment Crisis

(20:22) Risk Within DeFi

(32:15) TradFi vs DeFi Tradeoffs

(40:46) Q-Day & Satoshi’s 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Jason and Mippo sat down to discuss the Blockworks rebrand! They examine the trust problem in crypto, onchain capital markets, disclosure frameworks, industry consolidation, and Blockworks’ evolution over the years. 

Thanks for tuning in!

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Follow Blockworks: https://x.com/blockworks

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

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

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Timestamps

(00:00) Introduction

(02:06) The Current State of Crypto

(07:04) Crypto’s Trust Problem

(09:08) Blockworks’ Solution

(11:58) The Data Behind Tokens

(17:07) Blockworks’ Evolution

(24:56) Issues With Tokens

(35:18) The Blockworks Rebrand

(39:41) Crypto Sentiment

(43:47) Closing Comments

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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. 

This week, we’re joined by Marius from Kamino, and Reid from Figure to discuss the growth of RWA lending on Solana, the mechanics of RWA looping, private credit onchain, Figure's Forge platform, risk pricing, fixed rate borrow-lend, and how the composition of onchain credit assets may evolve over time.

Thanks for tuning in!

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Follow Marius: https://x.com/y2kappa

Follow Reid: https://x.com/reidlikeabook

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

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Timestamps

(00:00) Introduction

(05:01) Why RWA Deposits Keep Growing

(15:44) Thoughts on Private Credit

(20:45) What is Forge?

(25:11) RWA Looping

(34:54) How Rates Impact Onchain Activity

(45:33) Fixed Rate Borrow-Lend

(49:19) The Next 10 Years For RWAs

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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Mippo, Myles, and Xavier sat down to discuss the next crypto bull market, covering whether it has started, expected market breadth, rotation patterns, sector winners, the return of retail, the role of regulation, and how crypto's culture is evolving toward institutional maturity.

Thanks for tuning in!

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

Follow Xavier: https://x.com/0xave

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

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Timestamps

(00:00) Introduction

(02:20) Has the Next Bull Market Started?

(15:59) Broad Rally or Dispersion?

(23:03) What Leads This Cycle?

(30:26) Will Retail Come Back?

(42:49) Winning Sectors

(51:29) How Regulation Shapes This Cycle

(57:30) Crypto’s New Culture

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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

This week, we’re joined by Sreeram Kannan and Gajesh Naik from EigenCloud to discuss EigenCloud's evolution, the architecture behind Eigen's data, compute, and AI stack, agent property ownership via verifiable compute, and a live demo of Sovra, the first sovereign agent.

Thanks for tuning in!

Resources

Agentkit: https://www.eigencloud.xyz/agentkit

Sovra: https://www.sovra.dev/

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Follow Eigen: https://x.com/EigenCloud

Follow Sovra: https://x.com/TrulyAutonomous

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

Follow Gajesh: https://x.com/gajesh

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

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Timestamps

(00:00) Introduction

(01:11) Eigen Cloud’s Origin Story

(13:26) The Future of DA

(22:56) Why Build on EigenCloud?

(41:52) Agents as the New Companies

(57:07) Sovra: The First Sovereign Agent

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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Mippo, Myles, and Xavier sat down to discuss the current fundraising landscape for early-stage crypto founders, covering how funding standards have shifted, optimal raise sizing, the inverted risk model of token-era investing, go-to-market strategy, how to run a fundraising process, and when to act on investor feedback.

Thanks for tuning in!

–

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

Follow Xavier: https://x.com/0xave

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

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Timestamps

(00:00) Introduction

(02:57) The Bar to Raise Has Never Been Higher

(10:53) The Impact of Market Cycles

(20:36) How Much Should You Actually Raise?

(27:51) Blockworks IR

(28:39) Telling Your Story

(41:02) Running a Fundraise

(57:58) Accepting Feedback

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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. 

This week, Mippo, Myles, and Xavier sat down to discuss the bull and bear cases for Ethereum. They cover RWA dominance, agentic payments potential, leadership concerns, fee generation challenges, competition from Solana and corp chains, and the eroding network effects of ETH as a base asset.

Thanks for tuning in!

–

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

Follow Xavier: https://x.com/0xave

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

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Timestamps

(00:00) Introduction

(09:14) Bull Cases For Ethereum

(19:12) Bear Cases For Ethereum

(30:00) Ethereum’s North Star

(39:15) Final Verdict

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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.