Avsnitt
-
In this episode, we’re joined by Joshua Tobkin, co-founder and CEO of Supra, to discuss Supra’s vertically integrated design, which combines smart contracts, native oracles, cross-chain communication, on-chain randomness, and native automation. The conversation also covers automation as a revenue model, MEV mitigation strategies, and the platform’s incentive structures for app developers.
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 entering phase 3 of its mainnet launch — follow along on https://namada.net/
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/ and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Supra: https://x.com/SUPRA_Labs
Follow Josh: https://x.com/JoshuaTobkin
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
(1:57) Supra's Design Philosophy
(10:08) Opinionated vs Unopinionated Blockchain Design
(14:59) Ads (Namada & Ledger)
(15:32) Supra Governance
(20:24) Enshrining Protocols
(27:04) Native Automation
(33:47) Ads (Namada & Ledger)
(34:57) How Does Supra Handle MEV?
(46:24) Ads (Desk & Morpho)
(47:19) Supra's Go-To-Market
(52:21) Supra Containers
(56:09) Closing Comments
--
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 our takeaways from ETHDenver, macro trends impacting crypto, and the role of regulation in shaping 2025. We also analyze Aave’s buyback program, Ethereum Foundation leadership changes, and the Trump administration’s evolving stance on crypto.
Thanks for tuning in!
Resources
Aavenomics Implementation: Part One: https://x.com/lemiscate/status/1896897365145235752
—
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation
Trade today at https://desk.exchange/ and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
–
Follow 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
(01:16) ETHDenver Recap
(05:46) Macro Outlook
(08:50) Aptos Pre-Roll
(09:04) Marinade Pre-Roll
(09:18) Trump's Crypto Strategy
(19:57) The Increased Sophistication of Crypto Markets
(31:01) Aptos Mid-Roll
(31:33) Marinade Mid-Roll
(32:13) Aavenomics Proposal From ACI
(39:30) HMX Mid-Roll
(40:02) Morpho Mid-Roll
(40:32) Trump's Crypto Summit
(46:46) Changes For the Ethereum Foundation
—--
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. -
Saknas det avsnitt?
-
Subscribe to Supply Shock on Apple: https://apple.co/3DjQFQf
Subscribe to Supply Shock on Spotify: https://spoti.fi/3QJXoWL
Subscribe to Supply Shock on YouTube: https://bit.ly/4bA10o4
--
In this episode, Dennis Porter of Satoshi Action Fund joins the show to discuss Trump's crypto reserve announcement, the states fighting to become the first to buy Bitcoin, and the legislative goals of the Trump Administration. We also delve into the bipartisan support of crypto legislation, the importance of Bitcoin rights, and much more. Enjoy!
--
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 entering phase 3 of its mainnet launch — follow along on https://namada.net/
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation
Trade today at https://desk.exchange/ and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Dennis: https://x.com/Dennis_Porter_
Follow Rizzo: https://x.com/pete_rizzo_
Follow Supply Shock: https://x.com/SupplyShockBW
Follow Blockworks: https://x.com/Blockworks_
The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/
--
Timestamps:
(0:00) Introduction
(1:42) Trump’s Crypto Reserve Announcement
(12:34) Ads (Namada & Ledger)
(13:08) The Case Against ADA, XRP, & SOL
(17:35) State-Level Bitcoin Legislation
(27:58) Lawmakers' Evolving Understanding of Bitcoin
(31:00) Ads (Namada & Ledger)
(34:20) Bipartisanship and Democrat Party Restructuring
(44:55) Ads (Desk & Morpho)
(45:50) Stablecoin Legislation and Market Structure
(50:20) Importance of Bitcoin Rights
(55:10) Final Thoughts
--
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, the Roundup crew got together to record at ETHDenver! They dive into current market sentiment, and the impact of major institutions like Citadel and Bank of America entering the space. The conversation covers the resurgence of fundamentals, the role of buybacks, and the potential trillion-dollar future of stablecoins. They also break down the Bybit hack, Lazarus Group’s involvement, and the security implications for the industry.
Thanks for tuning in!
--
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation
Trade today at https://desk.exchange/ and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
–
Follow 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
(1:47) Sentiment at ETHDenver
(5:31) Shifting Back to Fundamentals
(11:11) Ads (Aptos & Marinade)
(11:39) Memes Are Cooked & Institutional Players
(23:56) Ads (Aptos & Marinade)
(25:07) Celestia's Next Step
(29:43) Stablecoins Today
(37:12) Ads (Desk & Morpho)
(38:06) Stablecoin Regulation
(53:33) The ByBit Hack
--
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 Proph3t from MetaDAO to discuss the concept of futarchy! We dive into what it is, addressing manipulation concerns, and how to attract liquidity. We also discuss the line between prediction markets and futarchy, historical criticism of futarchy, and where it intersects with crypto. Finally, we end the episode by unpacking MetaDAOs mission and where they are headed.
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 entering phase 3 of its mainnet launch — follow along on https://namada.net/
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation
Trade today at https://desk.exchange/ and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
–
Follow MetaDAO: https://x.com/MetaDAOProject
Follow Proph3t: https://x.com/metaproph3t
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) What is Futarchy?
(9:09) Manipulation Concerns & Attracting Liquidity
(16:23) Ads (Namada & Ledger)
(16:56) Adopting Futarchy
(19:34) The Line Between Futarchy & Prediction Markets
(25:24) Ads (Namada & Ledger)
(26:34) Historical Criticism of Futarchy
(29:56) Implementing Futarchy
(35:05) Crypto's Intersection With Futarchy
(39:00) Ads (Desk & Morpho)
(39:55) Facilitating the Adoption of Futarchy
(46:41) Why Build on Solana?
(48:36) Where Has Futarchy Been Implemented Today?
(50:55) Looking Forward
--
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’re joined by Berachain Co-founder Smokey to discuss all things Berachain. We dive into Berachain's dual token model, reflexivity in the Berachain ecosystem, and HONEY’s role on Berachain. We also unpacked the idea of Founder Mode, and Berachain’s BD methods. Finally, we asked Smokey what’s next for Berachain?
Thanks for tuning in!
--
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Berachain: https://x.com/berachain
Follow Smokey: https://x.com/SmokeyTheBera
Follow Mike: https://twitter.com/MikeIppolito_
Follow Michael: https://twitter.com/im_manderson
Follow Vance: https://twitter.com/pythianism
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
--
Timestamps:
(0:00) Introduction
(3:03) Launching a Token in 2025
(14:02) Ads (Aptos & Marinade)
(14:31) Berachain's Dual Token Model
(27:16) Reflexivity in Berachain's Ecosystem
(38:26) Ads (Aptos & Marinade)
(39:38) HONEY's Role, Loopers, and RWAs
(47:17) What is Founder Mode?
(49:16) Morpho Ad
(49:45) Berachain's BD Methods
(1:00:57) What's Next For Berachain?
--
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 week's roundup, the Roundup crew discusses the launch of Unichain, Succinct’s Prover Network testnet, and the economics of being a prover. Additionally, they “A Crisis of Trust”, and how ZKPs can be applied outside of crypto. Finally, they end the episode with discussion on BOLD and fault proofs. Enjoy!
--
Resources
Succinct’s Prover Network Testnet Announcement: https://x.com/SuccinctLabs/status/1888999158541087134
A Crisis of Trust: https://x.com/SuccinctLabs/status/1889749373854294295
--
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@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/
--
Timestamps:
(0:00) Introduction
(2:50) Ads (Aptos and Marinade)
(3:19) Unichain Goes Live
(27:36) Ads (Aptos and Marinade)
(28:47) Succinct's Prover Network Testnet
(34:54) Economics of Being a Prover
(44:59) Uniswap Ad
(45:50) A Crisis of Trust
(59:31) BOLD & Fault Proofs
--
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. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Jesse Walden and Austin Adams to discuss the DEX landscape today, vertical integration in DeFi, and DEX market share growth. We also dove into Doppler’s design, and why it’s being launched as a Uniswap v4 hook. Finally, we talked about Pure Markets, DEX design trends, and progressive decentralization.
Thanks for tuning in!
Resources
Doppler Announcement: https://x.com/AustinAdams10/status/1889362777791168877
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Pure Markets: https://x.com/pure_markets
Follow Whetstone: https://x.com/whetstonedotcc
Follow Austin: https://x.com/AustinAdams10
Follow Jesse: https://x.com/jessewldn
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
(1:59) The DEX Landscape Today
(6:29) Vertical Integration in DeFi
(11:27) The Steady Growth of DEX Market Share
(19:49) Ledger Ad
(20:07) Can Ethereum Regain Market Share From Solana?
(25:05) Pain Points of Token Issuance
(36:24) Ledger Ad
(36:59) Doppler's Design
(47:04) Ads (Uniswap and Morpho)
(48:25) Launching as a Uniswap v4 Hook
(56:05) Pure Markets
(58:43) DEX Design Trends
(1:01:25) Token Issuance & Progressive Decentralization
--
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’re joined by Konstatin Lomashuk and Hasu to discuss Lido v3! We covered liquid staking today, Lido v3’s marketplace model, and the fungibility of stETH. We also unpacked what institutional stakers need, and how Lido v3 makes it possible. Finally, we discussed how Lido is approaching BD, and structured products.
Thanks for tuning in!
--
Resources
Lido v3 Announcement: https://x.com/LidoFinance/status/1889335909834797458
The State of Liquid Staking, GOOSE-2, and Lido v3: https://youtu.be/x8UV4c6KQsA
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Hasu: https://x.com/hasufl
Follow Konstantin: https://x.com/Lomashuk
Follow Mike: https://x.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
--
Timestamps:
(0:00) Introduction
(1:30) Liquid Staking Today
(7:40) Ledger Ad
(7:58) Lido v3's Marketplace Model
(19:23) The Fungibility of stETH
(25:49) Design Inspiration For Lido v3
(30:56) Ledger Ad
(31:31) What Do Institutional Stakers Need?
(43:53) Ads (Uniswap and Morpho)
(45:14) How Is Lido Approaching BD?
(53:20) Can Other Staking Providers Use Lido's New Infra?
(58:53) Structured Products and the Curator Set
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Mippo and Vance discuss the recent market volatility, the Sky ecosystem, and MicroStrategy’s rebrand. They also discuss crypto onboarding, the launch of Berachain, and Tether’s dominance in the stablecoin sector.
Thanks for tuning in!
--
Resources
Sky Ecosystem Dashboard: https://info.sky.money/
DeFi Yield Sources with Guy Young & Sam MacPherson: https://youtu.be/fVCvqZxdmik
Martin Carrica on Hagerty stablecoin bill: https://x.com/mcarrica/status/1886925176488567081
--
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4
--
This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Mike: https://twitter.com/MikeIppolito_
Follow Michael: https://twitter.com/im_manderson
Follow Vance: https://twitter.com/pythianism
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
--
Timestamps:
(0:00) Introduction
(1:26) Market Volatility
(13:35) Ads (Aptos and Marinade)
(14:04) Sky Ecosystem Update
(21:14) MicroStartegy Rebrands
(38:16) Ads (Aptos and Marinade)
(39:28) Bringing New People Into Crypto
(43:02) Berachain Launches
(53:14) Uniswap Ad
(54:05) Tether's Growth & Stablecoin Regulation
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world, shorting in this market environment & more. Enjoy!
--
Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://blckwrks.co/3WADHnL
Apple: https://blckwrks.co/4aEt5u0
--
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
--
Kraken OTC unlocks premium, personalized services for high-net worth individuals and institutional clients to execute large orders. Trade over chat or access our self-service automated trading feature to receive executable quotes in seconds. Get 24/7 access to private and secure trading services and deep liquidity for competitive execution. Get in touch today: kraken.com/blockworks
Availability of products may vary by jurisdiction. Not investment advice. Crypto trading involves risk of loss and is offered to US customers (excluding WA, NY and ME) through Payward Interactive, Inc.
--
Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets.
For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today.
Buy now at Ledger.com
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(00:57) Carnage In Crypto
(04:21) Shorting This Market
(13:57) Ads (Kraken OTC and Ledger)
(15:00) When To Buy This Market?
(19:29) WIF
(23:48) Privacy Coins
(27:26) What's Next For Markets?
(39:05) Ads (Kraken OTC and Ledger)
(40:44) Bitcoin In A Multipolar World
(50:16) The AI Trade
--
Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed -
In this episode, we’re joined by Austin Adams, Jim Parillo, and Myles O’Neil to discuss PumpFun, the enduring memecoin phenomenon, and DEX models! They also cover capital formation, publisher exchanges, and deriving value for content creators.
Thanks for tuning in!
--
Resources
Bell Curve Season 6: https://youtube.com/playlist?list=PL6TA5PBj6svs5C6FtG4VMUG7dKmIv0TSN&feature=shared
The Solana Thesis: Internet Capital Markets - https://multicoin.capital/2025/01/22/the-solana-thesis-internet-capital-markets/
Theia Research: Internet Finance - https://x.com/TheiaResearch/status/1876618725547233417
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Austin: https://x.com/AustinAdams10
Follow Jim: https://x.com/VelvetMilkman
Follow Myles: https://x.com/MylesOneil
Follow Mike: https://x.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
--
Timestamps:
(0:00) Introduction
(4:33) How Does Pumpfun Work?
(9:26) Ledger Ad
(9:44) Burning Sol & Vertical Integration
(13:03) The Future of DEX Models
(24:13) The Enduring Memecoin Phenomenon
(35:32) Ledger Ad
(36:07) Lowering the Cost of Capital Formation
(44:57) Publisher Exchanges
(57:08) Ads (Uniswap and Morpho)
(58:32) Deriving Value For Content Creators
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Michael and Mippo discuss DeepSeek’s impact on the markets, the crypto x AI narrative, and the dispersion of returns in this cycle. They also discuss DEX market share growth, and the launch of the JellyJelly token. Finally, they end the episode by giving their thoughts on Jerome Powell’s recent comments, and how banks are positioned to give loans against crypto.
Thanks for tuning in!
--
Resources
Vance on “Startup Tokens”: https://x.com/pythianism/status/1884810399750484184?s=46&t=Bicxk0ccRPkhOv9SfacvBQ
--
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4
--
This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Mike: https://twitter.com/MikeIppolito_
Follow Michael: https://twitter.com/im_manderson
Follow Vance: https://twitter.com/pythianism
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
--
Timestamps:
(0:00) Introduction
(2:37) The Deepseek Situation
(11:21) Winning the AI Race
(16:02) Ads (Aptos and Marinade)
(16:31) The Crypto x AI Narrative
(28:22) Dispersion of Returns
(36:55) Ads (Aptos and Marinade)
(37:54) DEX Market Share Growth
(44:02) The JellyJelly Launch
(53:25) Uniswap Ad
(54:16) Powell's Comments & Enabling Crypto Payments
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Guy Young and Sam MacPherson joined us to discuss the sources of yield in DeFi! We covered the current yield sources today, how these change across cycles, and the growth of RWAs. Additionally, we unpacked the stablecoin market today, the market share of yield-bearing stablecoins, and the relationship between Ethena and Spark. Finally, we discussed American DeFi, and Ethena’s roadmap.
Thanks for tuning in!
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Spark: https://x.com/sparkdotfi
Follow Ethena: https://x.com/ethena_labs
Follow Sam: https://x.com/hexonaut
Follow Guy: https://x.com/leptokurtic_
Follow Mike: https://x.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
--
Timestamps:
(0:00) Introduction
(1:16) Yield Sources in DeFi
(8:18) How Will Yield Sources Change Across Cycles?
(11:20) Ledger Ad
(11:38) Yield Indicators
(13:56) RWA Growth
(20:24) The Ethena x Spark Relationship
(30:33) Ledger Ad
(31:08) The Stablecoin Market
(41:01) Yield-Bearing Stablecoin Market Share
(48:19) Ads (Uniswap and Morpho)
(49:42) American DeFi
(53:26) The Trump Memecoin
(54:59) Ethena's Roadmap
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed. -
This week's roundup covers Trump token phenomenon and its implications for blockchain infrastructure, including analysis of Solana's performance under stress and its competition with Ethereum's rollup ecosystem. We then explore Ethereum Foundation's cultural challenges and potential reforms, including the possibility of a second foundation. To close out we examine new Layer 1 developments emerging from the Solana ecosystem and debate the future of blockchain architecture.
--
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
Follow Mike: https://x.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
--
Timestamps:
(0:00) Introduction
(3:06) Trump & Melania Token Launch
(13:11) Aptos Ad
(13:25) Solana's Performance
(23:36) How People Onboard in Crypto
(30:51) Aptos Ad
(31:23) Native Rollups
(46:39) Ethereum's Privatization
(58:08) Ethereum's Leadership
(1:07:19) Uniswap Ad
(1:08:13) Konstantin's Ethereum Foundation
(1:14:08) Fire Dancer Forks
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Jim Parillo from Figment Capital, and Myles O’Neil from Delta, joined us to discuss positioning your product for success in crypto. We dive into the relative valuation game, the impact of token economics, and incentivization of users. Additionally, we unpack the phases of growth seen along the way, and identifying your users at each phase. Finally, we reflect on lessons learned from the founders that paved the way.
Thanks for tuning in!
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4
--
Earn, borrow, and build on your terms using Morpho! Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets with better rates. Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products. Whether you’re an individual, fund, fintech, or institution, Morpho is for you.
Get started today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Follow Jim: https://x.com/VelvetMilkman
Follow Myles: https://x.com/MylesOneil
Follow Mike: https://x.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
--
Timestamps:
(0:00) Introduction
(3:29) Positioning For Success in Crypto
(7:59) The Relative Valuation Game
(15:27) The Impact of Token Economics
(30:31) Ledger Ad
(31:06) Uniswap Ad
(31:59) Morpho Ad
(33:08) Incentivizing Users
(40:20) Identifying Your User and Phases of Growth
(55:05) Mercenary vs Missionary Founders
(1:02:09) Lessons Learned From Past Founders
(1:17:13) The Future of L1s
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we discuss Trumps’ “Crypto Ball”, the Bitcoin strategic reserve, and inflation fears. We also cover the idea of four year cycles in crypto, and why they might not continue. Additionally, we unpack Berachain’s “Proof of Liquidity” mechanism. Finally, we close the episode with discussion on Ethereum’s staking decline.
Thanks for tuning in!
--
Resources
Joseph Wang on Tariffs: https://x.com/FedGuy12/status/1873754052573753394
The PoL Post: https://blog.berachain.com/blog/the-pol-post
Ethereum’s Staking Decline: https://x.com/marcarjoon/status/1879524263025311861
--
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4
--
This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/
--
Follow Mike: https://twitter.com/MikeIppolito_
Follow Michael: https://twitter.com/im_manderson
Follow Vance: https://twitter.com/pythianism
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
--
Timestamps:
(0:00) Introduction
(3:28) Trump's Crypto Ball and the Bitcoin Strategic Reserve
(10:48) Inflation Fears Coming Back
(28:35) Aries Markets Ad
(29:07) Uniswap Ad
(30:00) Crypto's Four Year Cycles
(41:04) Berachain's Community Edge
(47:46) The Proof of Liquidity Mechanism
(51:41) Ecosystem Wealth Effects
(58:23) Ethereum's Staking Decline
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Felipe from Theia to discuss his recent thesis piece, “Internet Finance”. We cover his thoughts on global property rights, and how crypto rails can truly make capital a globally competitive market. Additionally, we discuss fundamental based investing, returning capital to token holders, and developing a moat in crypto. Finally, we discuss dead capital in DeFi.
Thanks for tuning in!
--
Resources
Internet Finance by Felipe: https://x.com/TheiaResearch/status/1876618782871048429
--
Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4
--
Earn, borrow, and build on your terms using Morpho! Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets with better rates. Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products. Whether you’re an individual, fund, fintech, or institution, Morpho is for you.
Get started today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Follow 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
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
(3:58) 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
--
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 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!
--
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
(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
--
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!
--
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
--
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
--
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. - Visa fler
