Episoder
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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!
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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
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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
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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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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
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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
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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. -
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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Follow Felipe: https://x.com/TheiaResearch
Follow Mike: https://x.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
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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
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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. -
Manglende episoder?
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In this episode, we discuss the Palisades Fire, macro uncertainty, and Trump’s first 100 days in office. We also dive into AI’s influence on the markets, new developer talent entering the space over time, and the philosophical differences between Ethereum and Solana. Finally, we end the episode with discussion on Robinhood’s involvement in crypto, and how Ethena has rapidly grown.
Thanks for tuning in!
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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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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
(2:40) The Palisades Fire
(13:58) Macro Uncertainty
(22:20) Uniswap Ad
(23:14) AI's Influence on the Markets
(32:14) New Developer Talent Entering Crypto
(40:15) Philosophical Differences Between Ethereum and Solana
(45:18) Robinhood's Involvement in Crypto
(51:45) Ethena's Rapid Growth
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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, Hasu joined us to discuss the state of liquid staking today, Ethereum’s issuance debate, and Ethereum’s North Star. We also unpacked Hasu’s GOOSE-2 submission, and all that it would entail. Finally, Hasu left us with some teasers for Lido v3!
Thanks for tuning in!
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Resources
Is Liquid Staking Winner Take All? https://youtu.be/8V55eQOG2L8?feature=shared
Unlocking Institutional Ethereum Staking: https://app.blockworksresearch.com/research/unlocking-institutional-ethereum-staking-a-survey-of-industry-leaders
Uncommon Core: Ethereum’s Staking Endgame: https://x.com/UCC2_xyz/status/1771145475497804193
Hasu’s GOOSE-2 Submission: https://research.lido.fi/t/hasus-goose-2-submission-a-product-line-approach-to-grow-lido-s-staking-ecosystem/8841
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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
--
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
(1:53) The State of Liquid Staking Today
(9:47) Institutional ETH Staking & Centralization Concerns
(25:03) Ethereum's Issuance Debate
(40:42) Ethereum's North Star
(1:05:02) Uniswap Ad
(1:05:56) Overview of GOOSE-2
(1:17:09) The stETH Product Line
(1:27:41) LDOs Evolution
(1:40:54) Teasing Lido v3
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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 their 2025 predictions! They cover their macro outlook, and crypto specific predictions for next year. They also ask themselves - Will the L1 trade ever die? Will ICOs return? Are crypto founders returning to America?
Thanks for tuning in!
Resources
2024 Predictions Episode: https://youtu.be/6V0hWs_CCFg?feature=shared
2025 Predictions: https://x.com/pythianism/status/1869522809212543204
Steakhouse Financial’s Thoughts on the Polygon Bridge Drama: https://x.com/SteakhouseFi/status/1869506052242407645
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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
--
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
—-
(00:00) Introduction
(02:50) 2025 Macro Predictions
(20:04) 2025 Crypto Predictions
(41:40) Uniswap Ad
(42:36) Will the L1 Trade Ever Die?
(49:22) Crypto is Coming Back to America
(55:57) Will ICOs Return?
(57:12) The IPO Market
(01:05:01) Bridged Asset Drama
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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, Paul Frambot, Co-founder and CEO of Morpho Labs, joined us to discuss the history of Morpho, TAM and network effects for primitive protocols, and what Morpho does today. Additionally, he gave his thoughts why a simple codebase is important, and how TradFi distribution will come onchain. Finally, we unpacked the recent trends in DeFi, importing yield, and institutional adoption of crypto.
Thanks for tuning in!
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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
--
Follow Morpho: https://x.com/MorphoLabs
Follow Paul: https://x.com/PaulFrambot
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
(2:15) The History of Morpho
(11:29) Tradeoffs Between Immutable Code And Innovating
(18:13) TAM And Network Effects For Primitives
(25:24) Forking Code And LP Behavior
(29:05) Uniswap Ad
(29:58) What Does Morpho Do Today?
(35:50) Why Is A Simple Codebase Important?
(40:43) Risk Curators and TradFi Distribution Channels
(48:35) Recent Trends In DeFi
(53:07) Importing Yield And The Institutional Cycle
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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, Mike Ippolito and Michael Anderson reflect on some of their 2024 predictions, discuss the attention economy and memecoin activity, and Hyperliquid’s success. They also dive into blockchain business models, and where activity should be across the Ethereum ecosystem. Finally, they give their thoughts on whether or not this cycle has been muted compared to past cycles.
Thanks for tuning in!
--
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
(1:55) Reflecting On 2024 Predictions
(10:04) The Attention Economy and Memecoin Activity
(21:07) Uniswap Ad
(22:00) Hyperliquid's Success and Blockchain Business Models
(33:55) Balancing Activity Across Mainnet and Rollups
(46:37) Has This Cycle Been Muted?
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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 Patrick O’Grady, Founder of Commonware! We discussed what inspired Commonware, what Commonware aims to solve, and the flexibility it offers to developers. Additionally, we unpacked Patrick’s time at Ava Labs, and the tech stack that Avalanche has built. Finally, we covered how crypto will move past the “TPS Era” and infighting about infrastructure.
Thanks for tuning in!
Resources
Unveiling Commonware: https://x.com/_patrickogrady/status/1866866850107363582
Commonware unveils "anti-framework": https://blockworks.co/news/commonware-optimized-blockchain-development/
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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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This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/
--
Follow Commonware: https://x.com/commonwarexyz
Follow Patrick: https://x.com/_patrickogrady
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
(2:06) What Led to Building Commonware?
(6:06) Avalanche's Tech and What Inspired Commonware
(15:32) What Is Commonware?
(28:26) CryptoVMs and Flexibility With Commonware
(37:55) Uniswap Ad
(38:49) Categorizing Commonware
(49:14) Scaling Access and Participation
(55:30) Operator vs Optics Tradeoffs
(1:00:26) What Commonware's Success Means For Crypto
(1:05:37) Closing Comments
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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 discussed the resurgence of Dinocoins, Altcoin cycles, $100k Bitcoin, and the current outlook for Ethereum. They also dove into the background of Trump’s pick to lead the SEC, Paul Atkins, and the impact he might have on the crypto industry. Finally, they ended the episode by giving their thoughts on Hyperliquid, and narrative progression within cycles.
Thanks for tuning in!
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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
--
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
(1:58) DinoCoin Resurgence & Alt Cycles
(13:51) $100k Bitcoin & the Outlook on ETH
(29:32) Uniswap Ad
(30:26) Trump's SEC Pick
(35:27) The Hyperliquid Airdrop
(43:05) New Narratives as Cycles Progress
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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, mteam from Spire Labs joined us to discuss Based Rollups, ETH value accrual, and the current state of Ethereum. We also covered designing Based Rollups, their value proposition, and Ethereum’s Rollup centric roadmap. Mteam also gave his thoughts on what Ethereum should prioritize moving forward. Finally, we ended the episode with discussion on network effects, Multiple Concurrent Proposers, moving activity back to the Ethereum L1, and blockchain design convergence.
Thanks for tuning in!
--
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
--
Follow Spire Labs: https://x.com/spire_labs
Follow mteam: https://x.com/mteamisloading
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
(1:31) The Current State of Ethereum
(10:50) Based Rollups & ETH Value Accrual
(14:34) Designing Based Rollups
(32:48) Uniswap Ad
(33:42) The Value Proposition For Based Rollups
(40:13) Ethereum's Rollup Centric Roadmap
(52:17) What Should Ethereum Prioritize?
(1:01:35) Measuring Network Effects
(1:05:03) Multiple Concurrent Proposers
(1:10:34) Moving Activity Back to L1
(1:13:25) Are Blockchain Designs Converging?
--
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 discussed increased retail activity, the evolution of the AI meta, and crypto regulatory reform. Additionally, we covered the deployment of USDS on Solana, and the recent news from Coinbase Wallet: USDC holders will now earn yield. Finally, we speculated on whether or not there will be an alt season, and institutional interest in crypto post-election.
Thanks for tuning in!
–
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
—-
(00:00) Introduction
(02:27) Crytpo TikTok & Retail Activity
(12:23) Evolution of the AI Meta
(15:12) Bitcoin Options Go Live & Crypto Regulatory Reform
(25:18) Will USDS Find Success on Solana?
(44:37) USDC Yield Announced For Coinbase Wallet Users
(50:58) Will There Be An Alt Season?
(57:18) Category Creation, Founder Migration, and FTX Distributions
—--
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, Alex Watts, the Co-Founder and CEO of FastLane Labs, joined us to discuss dealing with MEV, Application Specific Sequencing, and the EVM vs the SVM. Additionally, we asked Alex: is application specific sequencing possible on Solana? Where does Monad fit into things? We closed the episode out with our thoughts on alignment, the rollup landscape, and single slot finality.
Thanks for tuning in!
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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 FastLane Labs: https://x.com/0xFastLane
Follow Alex: https://x.com/ThogardPvP
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
(3:45) Origins of FastLane
(12:39) Approaches to Dealing With MEV
(21:21) Fuel Ad
(22:16) Application Specific Sequencing
(32:06) EVM vs SVM
(41:38) Is Application Specific Sequencing Possible on Solana?
(50:46) Where Does Monad Fit Into Things?
(53:14) Complicated Feelings Around Alignment
(1:02:47) The Rollup Landscape in 5 Years
(1:09:47) Single Slot Finality Prioritization
(1:16:49) Are RWAs Bullish for the L1?
--
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, Hart Lambur and Dan Robinson joined us to discuss interoperability across the Ethereum ecosystem! We dove into ERC-7683, EIP-7702, and Unichain’s future. We also unpacked the process behind creating new standards for Ethereum. Finally, we discussed the crossovers between the solver and searcher markets.
Thanks for tuning in!
--
Resources
Uniswap x Across Protocol: https://x.com/Uniswap/status/1849104961335972078
ERC-7683: https://across.to/blog/ERC-7683-Building-a-Borderless-Ethereum
EIP-7702: https://github.com/ethereum/EIPs/blob/master/EIPS/eip-7702.md
Bell Curve Season 6 - The State of DEXs: https://youtube.com/playlist?list=PL6TA5PBj6svs5C6FtG4VMUG7dKmIv0TSN&feature=shared
Bell Curve Season 7 - Modularity: https://youtube.com/playlist?list=PL6TA5PBj6svuFu-1yDzxgZELBGGqXDNzO&feature=shared
--
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 Dan: https://x.com/danrobinson
Follow Hart: https://x.com/hal2001
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
(2:09) Ethereum Technical Challenges and Interoperability Solutions
(12:48) Fuel Ad
(13:42) Developing ERC-7683
(21:58) Proposing New Standards
(31:55) Unichain's Future
(36:50) Ethereum Account Abstraction
(42:46) Does Ethereum Have A UX Problem?
(47:30) Crossovers Between Searchers and Solvers
--
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, 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!
--
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
--
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
--
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
--
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 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
--
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
--
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
--
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
--
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
--
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?
--
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
--
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
--
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. - Vis mere
