Episoder
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In this episode, Hayden Adams and Hasu joined us to discuss Ethereum’s rollup centric roadmap, and the vision for Unichain. We also dove into priority ordering, MEV taxes, and LP arbitrage. Finally, we ended the episode by unpacking MEV on L2s vs mainnet, TEEs, and potential cons of Ethereum’s rollup centric roadmap.
Thanks for tuning in!
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Resources
Priority Is All You Need: https://www.paradigm.xyz/2024/06/priority-is-all-you-need
Unichain White Paper: https://docs.unichain.org/whitepaper.pdf
Introducing Rollup-Boost: https://writings.flashbots.net/introducing-rollup-boost
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Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.
Visit fuel.network to learn more and start building for tomorrow, today!
--
Follow Unichain: https://x.com/unichain
Follow Hayden: https://x.com/haydenzadams
Follow Hasu: https://x.com/hasufl
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
(1:24) Ethereum's Rollup Centric Rollup
(11:21) The Unichain Vision
(22:14) Priority Ordering, MEV Taxes, and LP Arbitrage
(36:30) Fuel Ad
(37:24) Unichain: Built For A Community, Not Use Cases
(42:23) Full Stack Building In Crypto
(52:58) Who Should Be the Voice of the User?
(55:24) Decision Making at Uniswap
(59:06) MEV On L2s vs L1
(1:04:59) Trusted Execution Environments
(1:15:20) Potential Cons of the Rollup Centric Roadmap
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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. -
In this episode, the Roundup crew discusses the outcome of the presidential election and its impact on DeFi, crypto’s new regulatory environment, and the positive signs for continued DeFi growth. Additionally, the dive into Polymarket’s success leading up to, and on election day, and their outlook on Polymarket going forward. Finally, they give their thoughts on futarchy and DAO organizational structures.
Thanks for tuning in!
--
Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas
amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.
Visit fuel.network to learn more and start building for tomorrow, today!
--
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
(2:45) The Election Outcome and Its Impact on DeFi
(11:43) Crypto's New Regulatory Environment
(19:00) Positive Signs For DeFi Growth
(23:55) Index Coop Ad
(25:01) Supra Ad
(25:58) Fuel Ad
(26:52) Polymarket's Big Win
(35:24) Polymarket Volume Post Election
(39:16) Thoughts on Futarchy and DAO Structures
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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. -
Manglende episoder?
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In this episode, we’re joined by Laurence Day, Co-founder of Wildcat Finance! We discussed undercollateralized lending and RWAs in DeFi, the impacts of capital efficiency and liquidity fragmentation on lending markets, and how privacy comes into play. Finally, we unpacked the primary use cases for Wildcat.
Thanks for tuning in!
--
Resources
Bell Curve Season 1 - The DeFi Credit Boom: https://youtube.com/playlist?list=PL6TA5PBj6svssNaiKjT6TykX56LikLZ-P&feature=shared
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Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas
amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.
Visit fuel.network to learn more and start building for tomorrow, today!
--
Follow Wildcat: https://x.com/WildcatFi
Follow Laurence: https://x.com/functi0nZer0
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
--
Timestamps:
(0:00) Introduction
(3:01) The History of Lending in DeFi
(8:04) Undercollateralized Lending and RWAs in Crypto
(16:47) Overview of Wildcat
(23:23) Capital Efficiency and Liquidity Fragmentation
(31:23) Transparency in DeFi Lending
(41:54) Privacy in Onchain Lending
(46:25) Index Coop Ad
(47:31) Supra Ad
(48:27) Fuel Ad
(49:22) Letting Borrowers Dictate Terms
(53:21) Handling Defaults
(55:45) Use Cases For Wildcat
(1:02:52) Small Business Lending
(1:10:40) How DAOs Can Utilize Wildcat
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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. -
In this episode, Michael, Vance, and Mike Ippolito sit down to discuss everything happening in crypto leading up to the election! They dive into Jito Restaking and the synergies across Jito’s product suite, the relationship between Raydium and Pumpfun, and Coinbase’s recent earnings report.
Thanks for tuning in!
--
Resources
Jito Restaking Caps Hit: https://x.com/jito_sol/status/1852018955990278518
Michael Saylor Announces $42B Capital Plan: https://x.com/saylor/status/1851718391889043954
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Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas
amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.
Visit fuel.network to learn more and start building for tomorrow, today!
--
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
(5:52) Glow & Solar Powered DePIN
(20:19) Jito Restaking & Solana's Next Step
(27:35) Index Coop Ad
(28:41) Supra Ad
(29:38) Fuel Ad
(30:32) Raydium and Pumpfun's Relationship
(34:51) Coinbase Earnings and the Growth of Base
(43:47) Retail Onboarding On Coinbase vs Robinhood
(47:38) Michael Saylor Announces $42B Capital Plan
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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. -
In this episode, Anatoly Yakovenko and Max Resnick joined us to discuss the concept of Multiple Concurrent Proposers! We unpacked the Proposer Monopoly, implementing MCP, and ordering rules. Additionally, we covered the geographic distribution of proposers, and MCP design tradeoffs. Finally, we asked what is the biggest competitive threat to Ethereum, Solana or its own L2s?
Thanks for tuning in!
--
Resources
Braid: Implementing Multiple Concurrent Block Proposers: https://x.com/danrobinson/status/1820506643739615624
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Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas
amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.
Visit fuel.network to learn more and start building for tomorrow, today!
--
Follow SMG: https://x.com/specialmech
Follow Max: https://x.com/MaxResnick1
Follow Anatoly: https://x.com/aeyakovenko
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
--
Timestamps:
(0:00) Introduction
(2:46) The Proposer Monopoly
(4:48) The Concept of Multiple Concurrent Proposers
(16:39) Implementing MCP
(19:28) Time to Finality with Braid
(22:43) Index Coop Ad
(23:49) Supra Ad
(24:46) Fuel Ad
(25:40) Ordering Rules
(37:43) Geographic Distribution of Proposers
(48:26) MCP Design Tradeoffs
(58:34) Will MCP Get Implemented?
(1:05:13) What is the Biggest Threat to Ethereum?
(1:06:58) Will Solana Face the Same Issues as Ethereum?
(1:11:26) Are Ethereum and Solana Converging on Design?
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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. -
In this episode, Michael, Vance, and Mippo discuss Sky’s potential reversion back to Maker branding, Stripe’s acquisition of Bridge and its implications for the broader stablecoin sector, and Jito’s recent governance proposal introducing rake on MEV tips. Finally, they dive into the sudden rise of AI memes, zkTLS and DECO, and Kraken’s announcement of their upcoming L2, Ink.
Thanks for tuning in!
--
Resources
JIP-8 Adopt TipRouter: https://forum.jito.network/t/jip-8-adopt-tiprouter-ncn-protocol-development/413
Ink Announcement: https://x.com/inkonchain/status/1849443457883885801
--
Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas
amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.
Visit fuel.network to learn more and start building for tomorrow, today!
--
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
(6:38) The Final Weeks of Election Season
(13:53) Will Sky Revert Back To Maker Branding?
(24:20) Stripes Acquisition of Bridge
(32:56) Index Coop Ad
(34:02) Supra Ad
(34:58) Fuel Ad
(35:53) Jito Introduces Rake On Tips
(43:37) The Rise of AI Memes
(59:21) zkTLS and DECO
(1:01:49) Kraken Announces New L2
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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. -
In this episode, Ole Spjeldnæs and Myles O’Neil from Delta joined us to discuss the vision behind Delta’s design, Delta’s state model, and ZK settlement and State Diff Lists. They also dive into how Delta’s leaderless consensus functions. Finally, Ole and Myles gave their thoughts on token value accrual, token supply dynamics, and governance.
Thanks for tuning in!
--
Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas
amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.
Visit fuel.network to learn more and start building for tomorrow, today!
--
Follow Delta: https://x.com/deltadotnetwork
Follow Ole: https://x.com/spjoleh
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
--
Timestamps:
(0:00) Introduction
(4:31) Designing Delta
(14:16) Delta's State Model
(23:19) Consensus, Settlement Assurances, and Time to Finality
(31:06) Supra Ad
(32:02) Index Coop Ad
(33:08) Fuel Ad
(34:03) ZK Settlement and State Diff Lists
(37:28) Delta's Tradeoffs Made
(46:10) Delta's Leaderless Consensus
(49:58) Building New L1s Today
(55:02) Token Value Accrual
(59:58) Token Supply Dynamics
(1:03:17) First and Third Party Infrastructure
(1:08:29) Delta Governance
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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. -
In this episode, Guy Young, Founder of Ethena Labs, and Kain Warwick, Founder of Infinex, joined us to discuss token design! Are tokens the product? When does it make sense to return capital to holders? Is regulatory scrutiny keeping founders out of the US? They answered all of these questions, and also dove into topics such as utility tokens vs pure plays, methods of returning value to holders, BNB’s token design, and the impact regulations have on token design. Finally, they closed out the episode by giving their thoughts on token supply dynamics and how they impact price discovery.
Thanks for tuning in!
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas
amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
--
Follow Kain: https://x.com/kaiynne
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
--
Timestamps:
(0:00) Introduction
(2:26) Are Tokens the Product?
(7:45) Utility Tokens vs Pure Plays
(13:09) The Line Between Protocols and Apps
(19:51) When Does it Make Sense to Return Capital to Holders?
(27:26) Changing Token Supply
(30:03) Supra Ad
(31:00) Index Coop Ad
(32:06) Methods of Returning Value to Holders
(36:58) Regulations and Their Impact on Token Structures
(43:47) Is Regulatory Scrutiny Keeping Founders Out of the US?
(48:40) BNB's Token Design
(55:39) Token Supply Dynamics
(1:17:56) Apps vs Infrastructure
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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. -
In this episode, Michael Anderson joined us at Permissionless to discuss the launch of Unichain, UNI token value accrual, the app to general purpose chain cycle, and Unichain’s impact on the Uniswap protocol. Additionally, they unpack the US presidential race's impact on the crypto markets. Finally, they dive into the recent claims made about the true identity of Satoshi Nakamoto.
Thanks for tuning in!
--
Resources
Uniswap Announces Unichain: https://x.com/Uniswap/status/1844363396382408774
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
--
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
(3:58) The Launch of Unichain
(13:14) UNI Token Value Accrual
(15:57) The App to General Purpose Chain Cycle
(20:58) Supra Ad
(21:55) Index Coop Ad
(23:00) Unichain's Impact on the Uniswap Protocol
(25:06) Trump Back in the Lead on Polymarket
(29:23) Is Polymarket Being Gamed?
(32:09) The Presidential Race's Effect on Crypto Markets
(37:25) HBO Documentary Claims Peter Todd is Satoshi
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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. -
In this episode, we’re joined by Jon Charbonneau, Co-Founder of DBA to discuss L1 & L2 token value capture! We discussed measuring profitability of tokens, PoS vs PoW value accrual, and whether or not issuance is a cost. Additionally, we unpacked the economics of L2s, and compared them to L1 economics. Finally, we asked ourselves - can anything flip BTC as money?
Thanks for tuning in!
--
Resources
L1 & L2 Token Value Capture: https://dba.xyz/l1-l2-token-value-capture/
Uncommon Core 2.0 - Ethereum’s Staking Endgame: https://podcasts.apple.com/us/podcast/ethereums-staking-endgame/id1517659188?i=1000650123776
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
--
Follow Dan: https://x.com/smyyguy
Follow Jon: https://x.com/jon_charb
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Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
--
Timestamps:
(0:00) Introduction
(2:52) Crypto Networks Are Not Companies
(10:17) Token Holder P&L
(14:52) Are Taxes A Cost For Issuance?
(22:40) Network Sustainability
(25:57) Supra Ad
(26:53) Index Coop Ad
(27:59) How Can We Compare Networks?
(39:04) Understanding Operator Costs
(50:13) Network Metrics to Know
(56:53) Network Valuation Walkthrough
(59:37) Maintaining Network Security
(1:09:18) How Does Token Utility Impact Network Valuations?
(1:17:02) Subsidizing Networks
(1:30:36) Applying REV to Network Valuation Models
(1:40:53) Stages of Network Development
(1:49:16) MEV & Network Fee Durability
(1:57:58) The Monetary vs Cashflow Camps
--
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, Vance, and Michael discuss their reactions to the US Vice Presidential debate, and their views on meaningful crypto legislation. Additionally, they dive into the advancements in the crypto lending markets. They also unpack the current state of vesting schedules in crypto. Finally, they give their thoughts on the potential impact of Visa’s recently announced tokenized asset platform, and the continued institutional adoption of crypto.
Thanks for tuning in!
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
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
(3:04) Reactions to the Vice Presidential Debate
(8:52) Meaningful Crypto Legislation
(13:01) Advancements in Crypto Lending
(15:47) Supra Ad
(16:44) Vesting Schedules in Crypto
(27:11) Visa Announces the Visa Tokenized Asset Platform
(42:25) Bitwise's Trendwise Bitcoin, Treasuries Rotation Strategy, and XRP ETFs
(48:35) Gary Gensler's Strategy as SEC Chair
(51:15) Kain Warwick vs David Hoffman at Permissionless
--
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. -
In this episode, DeFi legends Stani Kulechov and Rune Christensen joined us to discuss the growth of DeFi! We discussed Sky Aave Force, DeFi’s convergence on product offerings, and the impact of brand and culture in DeFi. Additionally, we dove into the growing institutional interest in crypto. Finally, we concluded the interview with Stani and Rune’s thoughts on the “DeFi Renaissance”.
Thanks for tuning in!
--
Resources
Read More About Sky Aave Force: https://x.com/SkyEcosystem/status/1830788183056900133
--
L2s and L3s are history. Supra Containers gives you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Rune: https://x.com/RuneKek
Follow Stani: https://x.com/StaniKulechov
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
--
Timestamps:
(0:00) Introduction
(1:35) The History of Sky and Aave
(7:28) Transitioning From Maker to Sky
(13:47) Sky Aave Force
(18:35) Explaining the D3M Module
(25:14) Competition Between Aave and Sky
(30:44) Supra Ad
(31:40) DeFi's Convergence on Product Offerings
(35:36) Expanding Into Other Ecosystems
(42:52) Brand and Culture in DeFi
(48:06) The Growth of Institutional Interest in Crypto
(54:18) The DeFi Renaissance
(1:09:02) Managing Protocol Complexities
--
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, Michael, and Vance discuss sentiment at Token2049 and Solana Breakpoint, the total addressable market of memecoins, and bullish shifts in the market. They also discuss what impact the US election will have on the crypto markets, and the industry as a whole. Finally, they closed the episode by diving into the impact AI is having on the B2B SaaS business model.
Thanks for tuning in!
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
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
(3:06) Sentiment at Token2049 & Solana Breakpoint
(12:56) Exchanges Launching Their Own L2s
(18:26) The Total Addressable Market of Memecoins
(23:40) Supra Ad
(24:37) Shifts in Market Sentiment
(38:08) The Election's Impact on Markets
(57:46) AI's Effect on the B2B SaaS Business Model
(1:05:39) Eric Adams Indicted
--
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. -
In this episode, Murad Mahmudov joined us to bridge the gap between Bitcoin maximalism and memecoins! We dove into the exponential growth of altcoin bubbles, parallels between NFTs and Memecoins, and finding cult-like communities. Additionally, we asked ourselves: how important is revenue? Is Bitcoin a memecoin? Can older altcoins ever come back? Finally, we unpacked the four year crypto cycle.
Thanks for tuning in!
--
Resources
Murad Mahmudov: The Ultimate Bitcoin Argument: https://podcasts.apple.com/us/podcast/murad-mahmudov-the-ultimate-bitcoin-argument/id1434060078?i=1000422916306
--
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently in its mainnet launch phase — follow along on namada.net
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Murad: https://x.com/MustStopMurad
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
--
Timestamps:
(0:00) Introduction
(2:15) Murad's Background & Finding Bitcoin
(6:17) Bridging the Gap Between Bitcoin & Memecoins
(16:10) The Exponential Growth of Altcoin Bubbles
(23:56) How Important Is Revenue?
(30:13) Namada Ad
(31:12) Supra Ad
(32:09) Drawing Parallels Between NFTs and Memecoins
(42:36) Finding Memecoin Cults
(51:32) Is Bitcoin A Memecoin?
(59:32) Crypto's Four Year Cycles
(1:03:49) Thoughts on NFTs
(1:06:44) Can Older Alts Ever Come Back?
--
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, Mike and Myles discuss Solana’s new mobile phone, Seeker, and the impact it might have on crypto adoption. Additionally, they dove into the L2 landscape today, and asked themselves - when do gas costs stop being a differentiator? What are the most important aspects to consider when building an L2? Finally, they closed the episode with commentary on the rapidly growing number of L2s on the market.
Thanks for tuning in!
--
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently in its mainnet launch phase — follow along on namada.net
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Myles: https://x.com/MylesOneil
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
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(4:11) Solana Doubles Down On Mobile
(10:50) Namada Ad
(11:49) The L2 Landscape Today
(24:03) When Do Gas Costs Stop Mattering?
(30:47) The Most Important Aspects of Rollups
(52:13) Are There Too Many 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. -
In this episode, we dive deep into the future of Ethereum's infrastructure with Drew from CommitBoost. We unpack how CommitBoost aims to change Ethereum's block building process, potentially solving long-standing issues of censorship resistance and transaction efficiency. We unpack the concepts of inclusion lists and pre-confirmations, and how they could transform crypto. Thanks for tuning in!
--
Follow Drew: https://x.com/drewvdw
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: / @expansionpod
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissio...
--
Timestamps:
(0:00) Introduction
(1:43) MEV Boost Overview
(13:52) End Game of Ethereum Infra
(17:23) Permissionless III Ad
(18:55) Designing Public Goods in Ethereum
(24:27) Designing Commitments
(32:58) Inclusion List Implications
(39:13) Credible Neutrality Implications
(51:10) Opt In Requirements
--
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Frankie from Paradigm, and Eugene from Ellipsis Labs! We discussed the launch of the Atlas L2 private testnet, why Atlas is utilizing the SVM to build an Ethereum L2, and design decisions made along the way. Additionally, we dove into Atlas’ approach to handling MEV. Finally, we covered what the Atlas application set needs to contain on mainnet launch, and first party vs third party apps
Thanks for tuning in!
--
Resources
Atlas Announcement Thread: https://x.com/atlasxyz/status/1833880969251524973
--
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently in its mainnet launch phase — follow along on namada.net
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Frankie: https://x.com/FrankieIsLost
Follow Eugene: https://x.com/0xShitTrader
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
--
Timestamps:
(0:00) Introduction
(2:25) The Atlas L2
(4:47) Why Launch An SVM L2?
(10:01) The Differences Between SVM and EVM
(14:48) Opinionated vs Unopinionated Design Philosophy
(19:48) Token Incentivization and L2 Business Models
(27:00) Atlas Design Decisions
(35:11) Namada Ad
(36:10) The Great Rollup Debate
(42:09) Why Choose Ethereum As The Atlas Settlement Layer?
(51:31) Handling MEV On Atlas
(55:52) Should MEV Be Returned To Users?
(1:01:57) Developing More Apps
(1:04:54) First Party Apps vs Third Party Apps
--
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, Mike and Myles opened with discussion on crypto’s meme culture, and Near’s recent marketing stunt. They then moved on to one of our industries hottest topics: the L1 value accrual debate. Is a rollup centric roadmap good, or bad, for Ethereum? How should we think about value capture? Additionally, they wondered, how valuable is interoperability? Finally, they closed by diving into community formation around decentralized networks.
Thanks for tuning in!
--
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently in its mainnet launch phase — follow along on namada.net
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Myles: https://x.com/MylesOneil
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
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(2:20) Crypto's Meme Culture
(7:34) Near's Marketing Stunt
(11:43) The L1 Value Accrual Debate
(20:13) Namada Ad
(21:12) Is A Rollup Centric Roadmap Good For Ethereum?
(39:05) Thinking About Value Capture
(48:25) How Valuable Is Interoperability?
(53:28) Building Communities
(59:58) The Role of Infrastructure In Bootstrapping Community
(1:09:41) Myles' Five Year Outlook
--
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. -
In this episode, Qiao and Imran from AllianceDAO joined us to discuss infrastructure exhaustion in crypto, the Fat App Thesis, and the cultural differences between blockchains. Additionally, we asked ourselves, is there a long term bull case for L1s? Where are the consumer app builders? Finally, we unpacked how TikTok has intersected with crypto, and how crypto can potentially solve the failing business model of traditional media.
Thanks for tuning in!
--
Resources
Mason Nystrom - The Fat App Thesis: https://x.com/masonnystrom/status/1827026279964799043
--
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently in its mainnet launch phase — follow along on namada.net
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Alliance: https://x.com/alliancedao
Follow Imran: https://x.com/lmrankhan
Follow Qiao: https://x.com/QwQiao
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
--
Timestamps:
(0:00) Introduction
(1:56) Infrastructure Exhaustion in Crypto
(7:22) Relative Valuation Between Apps & Infrastructure
(14:48) The Fat App Thesis
(21:40) Is There A Long Term Bull Case for L1s?
(28:26) Where Are the Consumer App Builders?
(32:46) Namada Ad
(33:45) Cultural Differences Between Chains
(42:40) What Do Blockchains Effectively Enable?
(51:36) TikTok's Intersection With Crypto
(1:00:39) Can Crypto Save the Traditional Media Business Model?
(1:07:44) How Will Founders Change Over the Next 10 Years?
--
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 the arrest of Telegram founder Pavel Durov and its potential impact on the TON blockchain. We then explore the SEC's lawsuit against OpenSea and its implications for NFTs as securities. The conversation shifts to the broader regulatory landscape for crypto in the US and globally. Finally, we touch on the current state of the NFT market and its future performance. Thanks for tuning in!
- -
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently in its mainnet launch phase — follow along on namada.net
- -
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
(2:07) Sky Maker Rebrand
(11:14) Namada Ad
(12:13) Telegram Founder Arrested
(26:54) TON Blockchain Outages & Ecosystem
(37:28) SEC vs OpenSea
(42:51) Where do Crypto Founders Go?
(48:43) Are NFTs Dead?
- -
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. - Vis mere
