Avsnitt
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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
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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
--
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
—
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
—--
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. -
Saknas det avsnitt?
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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!
--
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
--
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?
--
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/
--
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 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!
--
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
--
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!
--
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. -
In this episode, Guy Young, Founder of Ethena Labs, and Kain Warwick, Founder of Infinex, joined us to discuss token design! Are tokens the product? When does it make sense to return capital to holders? Is regulatory scrutiny keeping founders out of the US? They answered all of these questions, and also dove into topics such as utility tokens vs pure plays, methods of returning value to holders, BNB’s token design, and the impact regulations have on token design. Finally, they closed out the episode by giving their thoughts on token supply dynamics and how they impact price discovery.
Thanks for tuning in!
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas
amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
--
Follow Kain: https://x.com/kaiynne
Follow Guy: https://x.com/leptokurtic_
Follow Mike: https://x.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
--
Timestamps:
(0:00) Introduction
(2:26) Are Tokens the Product?
(7:45) Utility Tokens vs Pure Plays
(13:09) The Line Between Protocols and Apps
(19:51) When Does it Make Sense to Return Capital to Holders?
(27:26) Changing Token Supply
(30:03) Supra Ad
(31:00) Index Coop Ad
(32:06) Methods of Returning Value to Holders
(36:58) Regulations and Their Impact on Token Structures
(43:47) Is Regulatory Scrutiny Keeping Founders Out of the US?
(48:40) BNB's Token Design
(55:39) Token Supply Dynamics
(1:17:56) Apps vs Infrastructure
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Michael Anderson joined us at Permissionless to discuss the launch of Unichain, UNI token value accrual, the app to general purpose chain cycle, and Unichain’s impact on the Uniswap protocol. Additionally, they unpack the US presidential race's impact on the crypto markets. Finally, they dive into the recent claims made about the true identity of Satoshi Nakamoto.
Thanks for tuning in!
--
Resources
Uniswap Announces Unichain: https://x.com/Uniswap/status/1844363396382408774
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
--
Follow Mike: https://twitter.com/MikeIppolito_
Follow Michael: https://twitter.com/im_manderson
Follow Vance: https://twitter.com/pythianism
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(3:58) The Launch of Unichain
(13:14) UNI Token Value Accrual
(15:57) The App to General Purpose Chain Cycle
(20:58) Supra Ad
(21:55) Index Coop Ad
(23:00) Unichain's Impact on the Uniswap Protocol
(25:06) Trump Back in the Lead on Polymarket
(29:23) Is Polymarket Being Gamed?
(32:09) The Presidential Race's Effect on Crypto Markets
(37:25) HBO Documentary Claims Peter Todd is Satoshi
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Jon Charbonneau, Co-Founder of DBA to discuss L1 & L2 token value capture! We discussed measuring profitability of tokens, PoS vs PoW value accrual, and whether or not issuance is a cost. Additionally, we unpacked the economics of L2s, and compared them to L1 economics. Finally, we asked ourselves - can anything flip BTC as money?
Thanks for tuning in!
--
Resources
L1 & L2 Token Value Capture: https://dba.xyz/l1-l2-token-value-capture/
Uncommon Core 2.0 - Ethereum’s Staking Endgame: https://podcasts.apple.com/us/podcast/ethereums-staking-endgame/id1517659188?i=1000650123776
--
L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
--
Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
--
Follow Dan: https://x.com/smyyguy
Follow Jon: https://x.com/jon_charb
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
(2:52) Crypto Networks Are Not Companies
(10:17) Token Holder P&L
(14:52) Are Taxes A Cost For Issuance?
(22:40) Network Sustainability
(25:57) Supra Ad
(26:53) Index Coop Ad
(27:59) How Can We Compare Networks?
(39:04) Understanding Operator Costs
(50:13) Network Metrics to Know
(56:53) Network Valuation Walkthrough
(59:37) Maintaining Network Security
(1:09:18) How Does Token Utility Impact Network Valuations?
(1:17:02) Subsidizing Networks
(1:30:36) Applying REV to Network Valuation Models
(1:40:53) Stages of Network Development
(1:49:16) MEV & Network Fee Durability
(1:57:58) The Monetary vs Cashflow Camps
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed. - Visa fler
