Bell Curve

The Fed’s Big Decision | Roundup


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


Thanks for tuning in!

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Resources


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


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


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

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

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

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

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


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Timestamps:

(0:00) Introduction

(2:42) Sentiment in the Crypto Markets

(8:51) How Seasonality Impacts Markets

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

(15:27) Namada Ad

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

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

(28:23) Rate Cuts & Job Revision Numbers

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

(46:51) Tron's Pump Fun Competitor

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

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

(58:50) Bill Clinton at the DNC

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed.

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