Bell Curve
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Bell Curve episodes

  • Are Crypto Market Cycles Changing for Good? | Roundup

    In this week's round up the Mike, Michael, and Vance examine the new market structure emerging as fresh capital starts to flow back into the space and debate whether this could break the traditional crypto market cycles. They also discuss the impact of early liquidity on founders and teams through token launches. Additionally, they analyze the impressive growth and revenue numbers from Coinbase's layer 2 Base. Finally, they explore the role of collateral and yield in the crypto ecosystem compared to traditional finance.

    - -

    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.


    Claim your unique Wormhole NFT at

    https://wormhole.com/bellcurve11-7554

    - -

    Restaking is the biggest shift in Ethereum's staking landscape yet, and Swell is leading the charge with Liquid restaking token, rswETH.


    Restake your ETH with Swell to earn Pearls, EigenLayer points, and future restaking rewards — while still being able to participate in DeFi.


    Restake now: app.swellnetwork.io

    Follow Swell: https://twitter.com/swellnetworkio

    - -

    Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.


    Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.


    Join Flood tide campaign!

    https://flood.bid/bell-curve

    - -

    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) DAS London Review

    (12:36) Capital Supply Chain Thawing

    (29:03) Wormhole Ad

    (30:16) Swell Ad

    (31:12) Flood Ad

    (32:11) Psychological Impact of Liquidity Events

    (38:42) Importance of Token Launches

    (48:17) Base Revenue Growth

    (57:14) Collateral in Crypto

    - -

    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.

    1 hr 10 min
  • Credible Commitments: How Pre-Confirmations Unlock L2 Interoperability | S7 E6 | Jonas & Murat

    Season 7 | Episode 6


    In today's episode Mike and Hart are joined by Jonas from Chainbound and Murat from Prime to dive deep into the emerging world of pre-confirmations on Ethereum L2s. They discuss the current challenges facing L2s including centralized sequencers and limited composability, and explain how pre-confirmations act as credible commitments to include transactions, enhancing both UX and usability. Different pre-confirmation models are explored, such as builders or L1 proposers issuing pre-confirmations, and the associated incentives and coordination challenges. The guests also touch on the broader implications of pre-confirmations and sequencing for L1 proposer requirements, L1<>L2 interoperability, MEV, and enabling new DeFi primitives.

    --

    Follow Jonas: https://twitter.com/mempirate

    Follow Murat: https://twitter.com/MuratLite

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

    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- -

    --

    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.

    - -

    Uniswap builds simple and secure products that help you swap smarter.

    Web. Mobile. Extension. Powered by the smartest protocol in DeFi.


    Click here to learn more about the Uniswap’s products

    - -

    Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks


    Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above.

    - -

    Timestamps:

    (2:17) Main Interview Start: Jonas & Murat

    (3:11) Eth L2 State of Union

    (6:47) Pre-Confirmations

    (31:51) L2 Interoperability

    (45:44) Sei Ad

    (46:44) Uniswap Ad

    (47:38) Supra Ad

    (48:33) Do Users Care about Pre-Con Origin?

    (55:01) Proposer Market Structure

    (1:04:57) Post Interview Reflection

    - -

    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.


    1 hr 23 min
  • Restaking and Shared Security: Lessons from Cosmos, Polkadot, and Beyond | Roundup

    In today's episode, Mike is joined by Myles and special guest Jim Parillo from Figment Capital to explore the latest developments in the restaking ecosystem. They dive into lessons learned from shared security models in Cosmos and Polkadot. The conversation also touches on the differences between liquid staking tokens (LSTs) and liquid restaking tokens (LRTs), as well as the emergence of Solana L2s and their potential implications for the future of the network. Stay tuned for all of this and much more!

    - -

    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.


    Claim your unique Wormhole NFT at

    https://wormhole.com/bellcurve10-1009

    - -

    Restaking is the biggest shift in Ethereum's staking landscape yet, and Swell is leading the charge with Liquid restaking token, rswETH.


    Restake your ETH with Swell to earn Pearls, EigenLayer points, and future restaking rewards — while still being able to participate in DeFi.


    Restake now: app.swellnetwork.io

    Follow Swell: https://twitter.com/swellnetworkio

    - -

    Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.


    Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.


    Join Flood tide campaign!

    https://flood.bid/bell-curve

    - -

    Follow Jim: https://twitter.com/VelvetMilkman

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

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


    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

    (4:24) TradFi Framing Memecoins

    (12:08) Restaking Ecosystem Update

    (29:20) Wormhole Ad

    (30:33) Swell Ad

    (31:47) Flood Ad

    (32:45) Shared Security Economics

    (38:56) AVS Dynamics

    (52:34) LRTs vs LSTs

    (1:03:40) Solana L2s

    - -

    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.

    1 hr 22 min
  • Dencun: The Catalyst for Ethereum's L2 Vision | Roundup

    In this week's round up the Mike, Michael, and Vance discuss the impact of the Dencun hard fork on Ethereum L2s, which has lowered fees and opened up new opportunities for L2 business models and applications. The conversation also covers Maker's DSR hike, the return of meme coin mania, Jito's decision to end its mempool product, the AI investing craze, and whether this crypto cycle will be fundamentally different from previous ones.

    - -

    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.


    Claim your unique Wormhole NFT at

    https://wormhole.com/bellcurve9-1998

    - -

    Restaking is the biggest shift in Ethereum's staking landscape yet, and Swell is leading the charge with Liquid restaking token, rswETH.


    Restake your ETH with Swell to earn Pearls, EigenLayer points, and future restaking rewards — while still being able to participate in DeFi.


    Restake now: app.swellnetwork.io

    Follow Swell: https://twitter.com/swellnetworkio

    - -

    Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.


    Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.


    Join Flood tide campaign!

    https://flood.bid/bell-curve

    - -

    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

    (3:22) Dencun Kicking Off L2 Season

    (11:39) Alt L1 & L2 Strategies

    (18:35) Maker DSR Endgame

    (30:09) Wormhole Ad

    (31:23) Swell Ad

    (32:36) Flood Ad

    (33:35) Jito Ends Mempool

    (41:59) Memecoin Mania

    (48:38) AI Mania

    - -

    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.

    1 hr 12 min
  • Debating the MakerDAO Endgame | Vance Spencer, Mark Phillips, and Hasu

    In today's interview Sam and Brick are joined by Vance, Mark, and Hasu. Together they dive into MakerDAO's endgame. They discuss the current state of MakerDAO, including the DAI stablecoin and RWA adoption. The conversation then shifts to the bull case for Maker, with a focus on the new subDAO structure and how it aims to drive demand for the Maker token through a flywheel effect involving token farming incentives. The guests also debate the challenges MakerDAO faces in igniting organic demand for DAI and finding product-market fit between more centralized stablecoins like USDC. Stick around for all of this and much more!

    - -

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

    Follow Mark: https://twitter.com/AesPoker

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

    Follow Sam: https://twitter.com/swmartin19

    Follow Brick: https://twitter.com/0x___Brick

    Follow Blockworks Research: https://twitter.com/blockworksres


    Subscribe on YouTube: https://bit.ly/3foDS38

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

    Subscribe on Spotify: https://spoti.fi/3NlP1hA


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

    - -

    Resources

    https://www.steakhouse.financial/projects/makerdao-financial-report-2023

    PDF: https://drive.google.com/file/d/196mQAbiajSnjFM3SJq-pGuF8GhUwKtL3/view?usp=sharing

    PDF (IPFS): https://aqua-hollow-alpaca-520.mypinata.cloud/ipfs/QmdPmF9EuogwY5F2VHbYXG6eke8hYBvBc5p5rXQtvg1WtM

    EPUB: https://drive.google.com/file/d/18MVlmvd-b-bnFXAu2hnp7P0cPgj5DYHN/view?usp=sharing

    EPUB (IPFS): https://aqua-hollow-alpaca-520.mypinata.cloud/ipfs/QmXnr3VdsgM5MDjN3yMWmerQjWQMU54ExVW2yncSM9PAiA

    - -

    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.


    Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.

    See you there!


    Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

    - -

    Timestamps:

    (0:00) Introduction

    (1:37) MakerDAO Overview

    (5:29) Maker's RWA Adoption

    (15:52) Future of DAI Adoption

    (21:27) Bull Case for Maker

    (28:36) DAS London Ad

    (29:43) MakerDAO Endgame

    (35:20) subDAO Structure Inefficiencies

    (46:04) Maker Token Demand


    - -

    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place


    Blockworks Research: https://www.blockworksresearch.com/

    Free Daily Newsletter: https://blockworks.co/newsletter

    - -

    Disclaimer: Nothing said on 0xResearch 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

    1 hr 6 min
  • Chainlink: From Price Feeds to Universal Cryptoeconomic Standards | Sergey Nazarov, Co-founder

    In this week's roundup the Bell Curve crew is joined by Sergey Nazarov, co-founder of Chainlink, joins us to discuss the evolution of Chainlink from a focus on price feeds to a platform for data, compute, and cross-chain services. Sergey explains how Cross-Chain Interoperability Protocol (CCIP) enables the secure transfer of both data and value across chains, with built-in risk management and programmable token transfers. He describes his vision for an Internet of Contracts that seamlessly connects the traditional financial system with blockchains. Stay tuned for all of this and much more!

    - -

    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.


    Claim your unique Wormhole NFT at

    https://wormhole.com/bellcurve8-9789

    - -

    Restaking is the biggest shift in Ethereum's staking landscape yet, and Swell is leading the charge with Liquid restaking token, rswETH.


    Restake your ETH with Swell to earn Pearls, EigenLayer points, and future restaking rewards — while still being able to participate in DeFi.


    Restake now: app.swellnetwork.io

    Follow Swell: https://twitter.com/swellnetworkio

    - -

    Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.


    Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.


    Join Flood tide campaign!

    https://flood.bid/bell-curve

    - -

    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.


    Use the link below to learn more, and use BELL10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!


    https://blockworks.co/event/digital-asset-summit-2024-london/home

    - -

    Follow Sergey: https://twitter.com/SergeyNazarov

    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

    (3:42) Chainlink Overview

    (17:05) CCIP Security Requirements

    (28:31) Bridging Banking & Capital Markets

    (36:56) Wormhole Ad

    (37:31) Swell

    (38:44) Flood Ad

    (39:43) Private Bank Chains Role

    (46:05) Security Assumptions of Chainlink

    (53:11) Risk Management DAWN

    (55:44) Missing Institutional Components

    (1:01:01) Future of Chainlink

    - -

    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.

    1 hr 6 min
  • The ZK-Proof Endgame for Full Interoperability | S7 E5 | Uma Roy

    Season 7 | Episode 5


    In today's episode Mike and Hart are joined by Uma Roy to dive deep into the world of zero-knowledge proofs and their transformative potential for blockchain interoperability. The conversation explores the fundamentals of ZKPs, the current ZKP landscape, and the economics of generating and verifying proofs. Uma shares insights on how ZKPs can enhance capital efficiency, security, and scalability across various blockchain architectures, including rollups and crosschain communication. Stay tuned for all of this and much more!

    --

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

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

    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- -

    --

    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.

    - -

    Uniswap builds simple and secure products that help you swap smarter.

    Web. Mobile. Extension. Powered by the smartest protocol in DeFi.


    Click here to learn more about the Uniswap’s products

    https://blckwrks.co/Uniswap

    - -

    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.


    Use the link below to learn more, and use BELL10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!


    https://blockworks.co/event/digital-asset-summit-2024-london/home

    - -

    Timestamps:

    (0:00) Interview Start: Uma, Succinct

    (3:52) What are ZK-Proofs?

    (9:40) The ZKP Design Space

    (16:33) Sei Ad

    (17:32) Economics of ZK Proofs

    (29:12) Sync Committee Functionality

    (38:58) Uniswap Ad

    (39:52) ZK Proofs and Interop

    (1:03:40) ZK Usecases Outside of Blockchain

    (1:06:54) Outro

    - -

    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.

    1 hr 20 min
  • Understanding the Rise of AI and Crypto as TradFi Plays Catch-up | Roundup

    In this week's round up the Mike and Michael kick things off with their takes on ETHDenver and the excitement around restaking and AI applications in crypto. Shifting gears they analyze the recent crypto market performance and debate whether crypto's regulatory outlook is positive in an election year. Regarding institutional interest, Vance describes skepticism at a pension fund conference while Michael predicts FOMO from investors who missed previous crypto funds. Thanks for tuning in!

    - -

    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.


    Claim your unique Wormhole NFT at

    https://wormhole.com/bellcurve7-0129

    - -

    Restaking is the biggest shift in Ethereum's staking landscape yet, and Swell is leading the charge with Liquid restaking token, rswETH.


    Restake your ETH with Swell to earn Pearls, EigenLayer points, and future restaking rewards — while still being able to participate in DeFi.


    Restake now: app.swellnetwork.io

    Follow Swell: https://twitter.com/swellnetworkio

    - -

    Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.


    Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.


    Join Flood tide campaign!

    https://flood.bid/bell-curve

    - -

    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

    (3:56) Sentiment of Eth Denver

    (8:59) Crypto AI Agents

    (19:36) Wormhole Ad

    (20:11) Swell Ad

    (21:24) Flood Ad

    (22:23) Is Retail Back?

    (33:04) Importance of Bitcoin ETF Flows

    (37:08) Anti-Crypto Army

    (44:09) Pension Fund Conference Climate

    - -

    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.

    52 min
  • Debating the Multichain End State: Service Providers vs Immutable Protocols | S7 E4 | Bryan Pellegrino

    Season 7 | Episode 4


    In today's episode Mike and Hart are joined by Bryan Pellegrino, co-founder of LayerZero, to debate the the end state of the multi-chain future. They debate technical specifics like message passing protocols, bridging frameworks, censorship resistance, and security tradeoffs, as well as philosophies around infrastructure layers versus service providers, decentralization compromises, and application interoperability needs. The conversation explores modular versus monolithic architectures, native versus wrapped assets, batching transactions, the role of intermediaries, and more while aiming to find common ground on how blockchains and applications might interact at scale. Thanks for tuning in!

    --

    Follow Bryan: https://twitter.com/PrimordialAA

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

    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

    - -

    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.

    - -

    Simple and secure products for allllllll the ways you swap.

    Swap, sign transactions, and send or receive crypto anywhere – without losing your place.

    Uniswap Extension is currently in alpha - join the waitlist.

    https://blckwrks.co/Uniswap

    - -

    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.


    Use the link below to learn more, and use BELL10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!


    https://blockworks.co/event/digital-asset-summit-2024-london/home

    - -

    Timestamps:

    (0:00) Introduction

    (3:32) Layer0 End Game

    (15:40) Connecting a Multichain World

    (34:39) Sei Ad

    (35:39) Balancing Onchain Components

    (43:37) Uniswap Ad

    (44:30) Preserving Censorship Resistance

    (55:35) Trust Zones

    (1:09:09) Messaging vs Transport Layer

    (1:20:49) The Ideal End State

    - -

    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.

    1 hr 35 min
  • Unpacking FDV, Token Distributions, and Hidden Value in Bull Markets | Roundup

    In this week's round up the crew kicks things off with discussing recent commentary and analysis around Bitcoin ETF dynamics and the case for a potential Ethereum ETF approval. A debate then ensues on conceptual frameworks for valuating crypto tokens using market capitalization versus fully diluted valuation metrics and draw interesting parrelels of start-up equity vs token distributions. To close out they dig into Dencun, a controversial proposal to cap max percentage of ETH staked, and Gauntlet's recent move to terminate its risk service contract with Aave. Thanks for tuning in!

    - -

    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.


    Claim your unique Wormhole NFT at

    https://wormhole.com/bellcurve6-2395

    - -

    Restaking is the biggest shift in Ethereum's staking landscape yet, and Swell is leading the charge with Liquid restaking token, rswETH.


    Restake your ETH with Swell to earn Pearls, EigenLayer points, and future restaking rewards — while still being able to participate in DeFi.


    Restake now: app.swellnetwork.io

    Follow Swell: https://twitter.com/swellnetworkio

    - -

    Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.


    Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.


    Join Flood tide campaign!

    https://flood.bid/bell-curve

    - -

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

    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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    - -

    Timestamps:

    (0:00) Introduction

    (3:19) Bitcoin ETF Coping

    (6:32) The Case for an ETH ETF

    (17:33) Is FDV a Meme?

    (32:30) Wormhole Ad

    (33:05) Swell Ad

    (34:18) Flood Ad

    (35:17) Startup Funding vs Protocol Funding

    (47:56) Return of ICOs

    (53:09) Bitcoin Surpasses ATH in 14 Countries

    (55:07) Ethereum 4844 and Dancun Upgrade

    (1:02:14) Gauntlet Terminates AAVE Contract

    - -

    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.

    1 hr 11 min

About Bell Curve

From the publisher's feed

Bell Curve breaks down the most important themes in crypto for people who, like us, are confined to the middle of the bell curve. Each season explores a different thesis that we'll test and refine through debate with crypto's best. If you're a crypto native, degen or investooor, this podcast is for you.

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