This week, Mippo dives into current crypto market sentiment, bullish macro trends, potential 2026 market shifts, rising barriers to entry in crypto sectors, and consolidation among exchanges. He also unpacks Ribbit Capital’s thesis linking AI and crypto, Coinbase’s acquisition of Echo, and renewed optimism for U.S. crypto regulation through the CLARITY Act.

Thanks for tuning in!

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Resources

Bitcoin OI Drops: Forward Returns Analysis: https://x.com/valterebelo/status/1981356384894451752

Trump Pardons CZ: https://blockworks.co/news/trump-pardons-changpeng-zhao

Ribbit Capital: Token Letter: https://www.ribbitcap.com/knowledge

Coinbase Acquires Echo: https://blockworks.co/news/coinbase-acquires-echo

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Katana directs chain revenue back to DeFi users for consistently higher yields.

It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls.

Stop sleeping on your bags:

https://app.katana.network/?utm_source=BW-Pod

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Timestamps:

(0:00) Introduction

(0:48) Market Outlook

(3:40) How Will Markets Look in 2026?

(11:40) Katana Ad

(12:09) The Next Wave of Infrastructure

(13:37) The Token Revolution

(23:29) Katana Ad

(24:06) Coinbase Acquires Echo

(30:32) The CLARITY Act

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