In this episode, we’re joined by Konstatin Lomashuk and Hasu to discuss Lido v3! We covered liquid staking today, Lido v3’s marketplace model, and the fungibility of stETH. We also unpacked what institutional stakers need, and how Lido v3 makes it possible. Finally, we discussed how Lido is approaching BD, and structured products.

Thanks for tuning in!

--

Resources

Lido v3 Announcement: https://x.com/LidoFinance/status/1889335909834797458

The State of Liquid Staking, GOOSE-2, and Lido v3: https://youtu.be/x8UV4c6KQsA

--

Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.

Buy now on https://shop.ledger.com/?r=1da180a5de00.

--

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

--

Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.

Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.

Whether you're an individual, fund, fintech, or institution, Morpho is for you.

Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9

--

Join us at DAS NYC 2025!  Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york

--

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

Follow Konstantin: https://x.com/Lomashuk

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

(1:30) Liquid Staking Today

(7:40) Ledger Ad

(7:58) Lido v3's Marketplace Model

(19:23) The Fungibility of stETH

(25:49) Design Inspiration For Lido v3

(30:56) Ledger Ad

(31:31) What Do Institutional Stakers Need?

(43:53) Ads (Uniswap and Morpho)

(45:14) How Is Lido Approaching BD?

(53:20) Can Other Staking Providers Use Lido's New Infra?

(58:53) Structured Products and the Curator Set

--

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, Mippo and Vance discuss the recent market volatility, the Sky ecosystem, and MicroStrategy’s rebrand. They also discuss crypto onboarding, the launch of Berachain, and Tether’s dominance in the stablecoin sector.

Thanks for tuning in!

--

Resources

Sky Ecosystem Dashboard: https://info.sky.money/

DeFi Yield Sources with Guy Young & Sam MacPherson: https://youtu.be/fVCvqZxdmik

Martin Carrica on Hagerty stablecoin bill: https://x.com/mcarrica/status/1886925176488567081

--

Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users. 

To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz

--

Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.

Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations. 

To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast

--

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/

--

Join us at DAS NYC 2025!  Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york

--

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

(1:26) Market Volatility

(13:35) Ads (Aptos and Marinade)

(14:04) Sky Ecosystem Update

(21:14) MicroStartegy Rebrands

(38:16) Ads (Aptos and Marinade)

(39:28) Bringing New People Into Crypto

(43:02) Berachain Launches

(53:14) Uniswap Ad

(54:05) Tether's Growth & Stablecoin Regulation

--

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

This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world, shorting in this market environment & more. Enjoy!

--

Go follow the new 1000x feed to keep up to date with all new episodes!

Spotify: https://blckwrks.co/3WADHnL

Apple: https://blckwrks.co/4aEt5u0

--

Follow Avi: https://twitter.com/AviFelman

Follow Jonah: https://twitter.com/jvb_xyz

Follow 1000x: https://twitter.com/1000xPod

Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh

--

Kraken OTC unlocks premium, personalized services for high-net worth individuals and institutional clients to execute large orders. Trade over chat or access our self-service automated trading feature to receive executable quotes in seconds. Get 24/7 access to private and secure trading services and deep liquidity for competitive execution. Get in touch today: kraken.com/blockworks

Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers (excluding WA, NY and ME) through Payward Interactive, Inc.

--

Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets.

For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today.

Buy now at Ledger.com

--

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

--

(00:00) Introduction

(00:57) Carnage In Crypto

(04:21) Shorting This Market

(13:57) Ads (Kraken OTC and Ledger)

(15:00) When To Buy This Market?

(19:29) WIF

(23:48) Privacy Coins

(27:26) What's Next For Markets?

(39:05) Ads (Kraken OTC and Ledger)

(40:44) Bitcoin In A Multipolar World

(50:16) The AI Trade

--

Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed

In this episode, we’re joined by Austin Adams, Jim Parillo, and Myles O’Neil to discuss PumpFun, the enduring memecoin phenomenon, and DEX models! They also cover capital formation, publisher exchanges, and deriving value for content creators.

Thanks for tuning in!

--

Resources

Bell Curve Season 6: https://youtube.com/playlist?list=PL6TA5PBj6svs5C6FtG4VMUG7dKmIv0TSN&feature=shared

The Solana Thesis: Internet Capital Markets - https://multicoin.capital/2025/01/22/the-solana-thesis-internet-capital-markets/

Theia Research: Internet Finance - https://x.com/TheiaResearch/status/1876618725547233417

--

Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.

Buy now on https://shop.ledger.com/?r=1da180a5de00.

--

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

--

Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.

Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.

Whether you're an individual, fund, fintech, or institution, Morpho is for you.

Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9

--

Join us at DAS NYC 2025!  Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york

--

Follow Austin: https://x.com/AustinAdams10

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

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

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

(4:33) How Does Pumpfun Work?

(9:26) Ledger Ad

(9:44) Burning Sol & Vertical Integration

(13:03) The Future of DEX Models

(24:13) The Enduring Memecoin Phenomenon

(35:32) Ledger Ad

(36:07) Lowering the Cost of Capital Formation

(44:57) Publisher Exchanges

(57:08) Ads (Uniswap and Morpho)

(58:32) Deriving Value For Content Creators

--

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 and Mippo discuss DeepSeek’s impact on the markets, the crypto x AI narrative, and the dispersion of returns in this cycle. They also discuss DEX market share growth, and the launch of the JellyJelly token. Finally, they end the episode by giving their thoughts on Jerome Powell’s recent comments, and how banks are positioned to give loans against crypto.

Thanks for tuning in!

--

Resources

Vance on “Startup Tokens”: https://x.com/pythianism/status/1884810399750484184?s=46&t=Bicxk0ccRPkhOv9SfacvBQ

--

Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users. 

To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz

--

Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.

Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations. 

To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast

--

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/

--

Join us at DAS NYC 2025!  Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york

--

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

(2:37) The Deepseek Situation

(11:21) Winning the AI Race

(16:02) Ads (Aptos and Marinade)

(16:31) The Crypto x AI Narrative

(28:22) Dispersion of Returns

(36:55) Ads (Aptos and Marinade)

(37:54) DEX Market Share Growth

(44:02) The JellyJelly Launch

(53:25) Uniswap Ad

(54:16) Powell's Comments & Enabling Crypto Payments

--

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

In this episode, Guy Young and Sam MacPherson joined us to discuss the sources of yield in DeFi! We covered the current yield sources today, how these change across cycles, and the growth of RWAs. Additionally, we unpacked the stablecoin market today, the market share of yield-bearing stablecoins, and the relationship between Ethena and Spark. Finally, we discussed American DeFi, and Ethena’s roadmap.

Thanks for tuning in!

--

Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.

Buy now on https://shop.ledger.com/?r=1da180a5de00.

--

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

--

Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.

Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.

Whether you're an individual, fund, fintech, or institution, Morpho is for you.

Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9

--

Join us at DAS NYC 2025!  Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york

--

Follow Spark: https://x.com/sparkdotfi

Follow Ethena: https://x.com/ethena_labs

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

Follow Guy: https://x.com/leptokurtic_ 

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

(1:16) Yield Sources in DeFi

(8:18) How Will Yield Sources Change Across Cycles?

(11:20) Ledger Ad

(11:38) Yield Indicators

(13:56) RWA Growth

(20:24) The Ethena x Spark Relationship

(30:33) Ledger Ad

(31:08) The Stablecoin Market

(41:01) Yield-Bearing Stablecoin Market Share

(48:19) Ads (Uniswap and Morpho)

(49:42) American DeFi

(53:26) The Trump Memecoin

(54:59) Ethena's Roadmap

--

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.

This week's roundup covers Trump token phenomenon and its implications for blockchain infrastructure, including analysis of Solana's performance under stress and its competition with Ethereum's rollup ecosystem. We then explore Ethereum Foundation's cultural challenges and potential reforms, including the possibility of a second foundation. To close out we examine new Layer 1 developments emerging from the Solana ecosystem and debate the future of blockchain architecture.

--

Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users. 

To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz

--

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

--

Join us at DAS NYC 2025!  Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york

--

Follow Jill: https://x.com/jillrgunter

Follow Nick: https://x.com/nickwh8te

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

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

(3:06) Trump & Melania Token Launch

(13:11) Aptos Ad

(13:25) Solana's Performance

(23:36) How People Onboard in Crypto

(30:51) Aptos Ad

(31:23) Native Rollups

(46:39) Ethereum's Privatization

(58:08) Ethereum's Leadership

(1:07:19) Uniswap Ad

(1:08:13) Konstantin's Ethereum Foundation

(1:14:08) Fire Dancer Forks

--

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, Jim Parillo from Figment Capital, and Myles O’Neil from Delta, joined us to discuss positioning your product for success in crypto. We dive into the relative valuation game, the impact of token economics, and incentivization of users. Additionally, we unpack the phases of growth seen along the way, and identifying your users at each phase. Finally, we reflect on lessons learned from the founders that paved the way.

Thanks for tuning in!

--

Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.

Buy now on https://shop.ledger.com/?r=1da180a5de00.

--

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

--

Earn, borrow, and build on your terms using Morpho! Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets with better rates. Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products. Whether you’re an individual, fund, fintech, or institution, Morpho is for you. 

Get started today: https://app.morpho.org/?network=mainnet&spdl=99nsk9

--

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

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

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

(3:29) Positioning For Success in Crypto

(7:59) The Relative Valuation Game

(15:27) The Impact of Token Economics

(30:31) Ledger Ad

(31:06) Uniswap Ad

(31:59) Morpho Ad

(33:08) Incentivizing Users

(40:20) Identifying Your User and Phases of Growth

(55:05) Mercenary vs Missionary Founders

(1:02:09) Lessons Learned From Past Founders

(1:17:13) The Future of L1s

--

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 Trumps’ “Crypto Ball”, the Bitcoin strategic reserve, and inflation fears. We also cover the idea of four year cycles in crypto, and why they might not continue. Additionally, we unpack Berachain’s “Proof of Liquidity” mechanism. Finally, we close the episode with discussion on Ethereum’s staking decline.

Thanks for tuning in!

--

Resources

Joseph Wang on Tariffs: https://x.com/FedGuy12/status/1873754052573753394

The PoL Post: https://blog.berachain.com/blog/the-pol-post

Ethereum’s Staking Decline: https://x.com/marcarjoon/status/1879524263025311861

--

Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users. 

To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz

--

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

(3:28) Trump's Crypto Ball and the Bitcoin Strategic Reserve

(10:48) Inflation Fears Coming Back

(28:35) Aries Markets Ad

(29:07) Uniswap Ad

(30:00) Crypto's Four Year Cycles

(41:04) Berachain's Community Edge

(47:46) The Proof of Liquidity Mechanism

(51:41) Ecosystem Wealth Effects

(58:23) Ethereum's Staking Decline

--

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

In this episode, we’re joined by Felipe from Theia to discuss his recent thesis piece, “Internet Finance”. We cover his thoughts on global property rights, and how crypto rails can truly make capital a globally competitive market. Additionally, we discuss fundamental based investing, returning capital to token holders, and developing a moat in crypto. Finally, we discuss dead capital in DeFi.

Thanks for tuning in!

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Resources

Internet Finance by Felipe: https://x.com/TheiaResearch/status/1876618782871048429

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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

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Earn, borrow, and build on your terms using Morpho! Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets with better rates. Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products. Whether you’re an individual, fund, fintech, or institution, Morpho is for you. 

Get started today: https://app.morpho.org/?network=mainnet&spdl=99nsk9

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Timestamps:

(0:00) Introduction

(3:58) Unified Servers and Smart Contract Codes

(12:42) Global Property Rights and Tokenizing Assets

(21:08) Uniswap Ad

(22:02) Morpho Ad

(23:10) Theia's Investment Thesis

(26:28) Does Crypto Trade on Fundamentals?

(29:20) Returning Capital to Token Holders

(38:02) Good Business, Bad Token

(43:55) Projects with Equity and Token Components

(52:23) Developing Moats in Crypto

(1:03:50) Can Robinhood Compete with Coinbase?

(1:06:36) Dead Capital in DeFi

(1:12:58) Closing Thoughts

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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.