Bell Curve

In this episode, Alex Thorn from Galaxy Research, and Nic Carter from Castle Island Ventures joined us to discuss Operation Choke Point 2.0! We covered who’s involved in Operation Choke Point 2.0, Bharat Ramamurti’s influence on crypto policy in the United States, and how policy will vary between a Harris presidency and a Trump presidency. Additionally, we dove into the effectiveness of Operation Choke Point 2.0, and how we can advocate for our industry. Finally, we talked about the impact election odds have on crypto markets. Thanks for tuning in! -- Resources “Kamala Harris will continue crypto crackdown” Alex Thorn’s Thread: https://x.com/intangiblecoins/status/1823338570104352884 Cooper & Kirk - Operation Choke Point 2.0: The Federal Bank Regulators Come For Crypto: https://www.cooperkirk.com/wp-content/uploads/2023/03/Operation-Choke-Point-2.0.pdf Stand With Crypto: https://www.standwithcrypto.org/ -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Visit https://www.sei.io/ to find out more -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Nic: https://x.com/nic__carter Follow Alex: https://x.com/intangiblecoins 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 (2:44) Operation Choke Point 2.0 (6:42) Who's Involved In Operation Choke Point 2.0? (15:59) Sei Ad (16:42) Bharat Ramamurti's Anti-Crypto Stance (28:29) Crypto Policy Under Harris vs Trump (36:26) How Can We Advocate for the Crypto Industry? (43:37) Operation Choke Point 2.0s Effectiveness (52:03) Election Odds and Their Impact on Crypto Markets -- 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 Jim Parillo from Figment Capital! This week we discuss the success of prediction markets, conflicts of interest in crypto today, and the importance of self policing our industry. Additionally, we question how transparent crypto really is compared to traditional finance. Finally, we dive into the way advisory roles have mutated in crypto, and the pains that come along with rapid growth. Thanks for tuning in! -- Resources EigenLayer’s Response to the Coindesk Article: https://x.com/eigenlayer/status/1824175022308724749 Coindesk: Top Crypto Startup Drove Other Projects’ Airdrops to its Employees: https://x.com/CoinDesk/status/1824067033350258815 Hasu’s Take on the Adoption of Prediction Markets: https://x.com/hasufl/status/1820818054621622673 -- Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone. Namada is currently in its mainnet launch phase — follow along on namada.net -- re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit, and the first L2 to return chain and protocol fees back to users, in the form of reETH, ensuring users benefit from ecosystem growth! re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons. Use the following code to get started: https://re.al/rewards/airdrop/O4UNU -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Figment Capital: https://x.com/FigmentCapital Follow Jim: https://x.com/VelvetMilkman Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (5:12) Venture Capital & the Apps vs Infrastructure Meta (19:25) The Success of Prediction Markets (30:36) Namada Ad (31:35) Re.al Ad (32:34) Conflicts of Interest in Crypto Today (43:33) Is Crypto Really More Transparent Than TradFi? (48:43) The Importance of Self Policing in Crypto (58:59) How Crypto Mutated Advisory Roles (1:01:52) Rapid Growth and the Pains That Come With It (1:07:33) Go Touch Grass -- 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, Marc Zeller, the founder of Aave-Chan Initiative, joined us to discuss Aave and the state of DeFi today! We dive into Aave’s Umbrella safety module, competition between DeFi protocols, and concerns around WBTC. Additionally, Marc gives his thoughts on revenue distribution models in DeFi, the Minimum Viable Issuance debate, and whether or not DeFi is propping up Ethereum. Finally, we address the speculation around Aave potentially deploying on Solana. Thanks for tuning in! -- Resources Marc’s Aavenomics Update Proposal: https://x.com/lemiscate/status/1816469283624337413 Umbrella Safety Module Chart from Sonya Kim: https://x.com/sonyasunkim/status/1816820866501443839 Kain’s Take on DeFi: https://x.com/kaiynne/status/1821020189594669398 MakerDAO: WBTC Changes and Risk Mitigation: https://forum.makerdao.com/t/wbtc-changes-and-risk-mitigation-10-august-2024/24844 -- Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone. Namada is currently in its mainnet launch phase — follow along on namada.net -- Follow ACI: ​​https://x.com/Aavechan Follow Marc: https://x.com/lemiscate 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/3M5eE6s -- Timestamps: (0:00) Introduction (4:30) How Should DAOs Be Managed? (13:44) Marc's Crypto Origin Story (15:39) Namada Ad (16:38) Overview of Aave (21:35) The Umbrella Safety Module (37:36) Should Protocols Redistribute Revenue to Token Holders? (43:25) Buy & Burn vs Buy & Distribute (48:04) The State of DeFi Today (51:42) Competition Between DeFi Protocols (56:39) Deploying on Rollups (1:07:15) Is DeFi Propping Up Ethereum? (1:11:33) The Minimum Viable Issuance Debate (1:20:17) Is Aave Coming To Solana? (1:24:36) WBTC Concerns -- 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 explores the most relevant topics in crypto today. He dives into Kamala Harris’ cabinet, Ripple’s settlement with the SEC, and Ethereum ETF flows to date. Additionally, he speculates on who might be the next SEC Chair after Gary Gensler. Finally, he closes with coverage of the internal debate happening within the Ethereum community and gives his take on whether or not opportunities in crypto are drying up. Thanks for tuning in! -- Resources Behind the Curtain: The Harris Cabinet: https://www.axios.com/2024/08/07/kamala-harris-cabinet-election Farside ETH ETF Flows: https://farside.co.uk/?p=1518 Qiao’s Thoughts on the Ethereum Rollup Roadmap: https://x.com/QwQiao/status/1821540694390907295 TradeButWhy’s Take on Crypto Opportunities: https://x.com/tradebutwhy/status/1821464061021655246 -- Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone. Namada is currently in its mainnet launch phase — follow along on namada.net -- re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit, and the first L2 to return chain and protocol fees back to users, in the form of reETH, ensuring users benefit from ecosystem growth! re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons. Use the following code to get started: https://re.al/rewards/airdrop/O4UNU -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:08) Kamala Harris Has Flipped Trump in Prediction Markets (6:14) The Harris Cabinet (13:00) Who Will Be the Next SEC Chair? (15:27) Namada Ad (16:26) Re.al Ad (17:25) Ripple's Settlement With the SEC (22:38) Ethereum ETF Flows (27:50) Debates on the Direction Ethereum is Headed (36:10) Are the Opportunities in Crypto Drying Up? -- 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 recap all of the themes and topics from Season 8: Restaking’s Renaissance. We compare the sentiment around restaking between the start of the season to now, discuss the various use cases around restaking, and give our thoughts on pre confirmations. Additionally, we take a look at StakeSure, and the restaking customer base. Finally, we think about what the future has in store for the restaking market. Thanks for tuning in! -- Resources StakeSure & EigenLayer: Strong cryptoeconomic security https://x.com/sreeramkannan/status/1799581328679334391 -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Visit https://www.sei.io/ to find out more -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Myles: https://x.com/MylesOneil Follow Mike: https://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 (2:22) Restaking Sentiment Now (8:07) Use Cases for Restaking (13:55) Sei Ad (14:39) Thoughts on Pre Confirmations (22:34) Vanilla PoS vs Proof of Authority (34:11) What is StakeSure? (42:06) The Restaking Customer Base (46:43) Creating an Ecosystem of AVSs (59:18) Predictions For Restaking's Future -- 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 and Myles O’Neil are diving into the hot topics from a volatile week in the markets. They discuss the recent Compound Finance governance attack, the first week of Ethereum ETF trading, and how teams should handle token unlocks. Additionally, they ask if crypto is now a bipartisan issue, and what governance tokens should be classified as. Finally, they speculate on whether or not we are entering a recession. Thanks for tuning in! -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Visit https://www.sei.io/ to find out more -- re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit, and the first L2 to return chain and protocol fees back to users, in the form of reETH, ensuring users benefit from ecosystem growth! re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons. Use the following code to get started: https://re.al/rewards/airdrop/O4UNU -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Myles: https://x.com/MylesOneil Follow Mike: https://twitter.com/MikeIppolito_ 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 (4:07) Trump at the Bitcoin Conference (10:19) Is Crypto Now A Bipartisan Issue? (19:20) Sei Ad (20:03) Re.al Ad (21:02) The Compound Finance Governance Attack (39:04) If Governance Tokens Aren't Securities, What Are They? (44:23) Are We Going Into a Recession? (52:00) The First Week of ETH ETF Trading (54:59) How Should Teams Handle Token Unlocks? -- 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, Lucas Bruder from Jito discusses their newly launched restaking platform for Solana. The conversation covers the history of Jito's products, the design choices behind their restaking solution, and how it differs from Ethereum-based platforms like Eigen Layer. Lucas explains the flexibility of Jito's approach, allowing for various assets including governance tokens, and discusses potential use cases such as oracles and keepers. The episode also explores the broader implications for Solana's ecosystem and the future of restaking across different blockchain environments. Thanks for tuning in! -- Resources Jito Restaking Announcement: https://x.com/jito_sol/status/1816488798374830164 -- Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone. Namada is currently in its mainnet launch phase — follow along on namada.net -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Lucas: https://x.com/buffalu__ 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 (2:46) The History of Jito (5:43) Jito Restaking Design Decisions (17:23) Potential Use Cases for Restaking (29:38) Namada Ad (30:37) Dealing with Potential Downtime (34:46) Restaking on Solana vs Ethereum (40:25) The Supply Side of Solana Restaking (42:42) Handling Slashing (46:45) Restaking Marketplace Dynamics (53:37) How Can Restaking Impact the Solana L1? (57:07) Synergies Within Jito's Product Suite (1:01:51) Outro -- 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 Ethereum ETF flows, the Jito restaking announcement and its impact on the Solana Ecosystem, and the recent AAVEnomics update proposal. Additionally, they speculate on when the Fed will finally cut rates, and what Trump might say during his Bitcoin Conference speech. Finally, they dive into what crypto policy might look like during a Harris presidency. Thanks for tuning in! -- Resources The DAO Run Lemonade Stand: https://x.com/josephdelong/status/1540311662888161280 -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Visit https://www.sei.io/ to find out more -- re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit, and the first L2 to return chain and protocol fees back to users, in the form of reETH, ensuring users benefit from ecosystem growth! re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons. Use the following code to get started: https://re.al/rewards/airdrop/O4UNU -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:22) Ethereum ETF Flows (11:56) Should Chains Be Opinionated About the Apps in Their Ecosystem? (15:31) Jito Restaking Announcement (21:49) Sei Ad (22:32) re.al Ad (23:31) Trump, RFK Jr, and the Bitcoin Conference (28:28) When Will the Fed Cut Rates? (31:38) AAVEnomics Update (40:35) Would a Harris Presidency Be a Net Good for Crypto? -- 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, Sunny, the Co-founder of Osmosis, and Toghrul from Scroll joined us to present the bear case for shared security. We discussed issues with Proof of Stake, the relationship between slashing and enshrining an LST, and the market size for restaking. Finally, we provide our thoughts on the intersubjective work token, and staking’s potential impact on the L1. Thanks for tuning in! -- Resources Shared Security is a Psyop Speech: https://youtu.be/hdEEl3ixlfo?si=qkk89BaV6Q2krewQ -- Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone. Namada is currently in its mainnet launch phase — follow along on namada.net -- re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit, and the first L2 to return chain and protocol fees back to users, in the form of reETH, ensuring users benefit from ecosystem growth! re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons. Use the following code to get started: https://re.al/rewards/airdrop/O4UNU -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Toghrul: https://x.com/toghrulmaharram Follow Sunny: https://x.com/sunnya97 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 (2:42) The "Shared Security is a Psyop" Speech (9:10) Issues with Vanilla Proof of Stake (19:29) Namada Ad (20:28) Re.al Ad (21:27) Slashing vs Enshrining an LST (30:24) The Market Size for Restaking (44:17) How Can You Keep Apps Within the Ecosystem? (49:51) Thoughts on the Intersubjective Work Token (58:29) Restaking's Impact on the L1 (1:05:08) Outro -- 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 special episode of Bell Curve, Stephane Gosselin and Hart Lambur joined us live at EthCC to discuss OneBalance and the CAKE Framework! Additionally, we dive into the economics of the solver layer, what effects an HFT dynamic arising in crypto would have, and UX in a OneBalance world. Finally, we speculate on how OneBalance will impact L2 business models. Thanks for tuning in! -- Resource CAKE Framework Breakdown: https://x.com/0xASK/status/1813217270010609990 -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Visit https://www.sei.io/ to find out more -- re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit, and the first L2 to return chain and protocol fees back to users, in the form of reETH, ensuring users benefit from ecosystem growth! re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons. Use the following code to get started: https://re.al/rewards/airdrop/O4UNU -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow OneBalance: https://x.com/OneBalance_io Follow Stephane: https://x.com/thegostep 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- - -- Timestamps: (0:00) Introduction (2:56) OneBalance and the CAKE Framework (21:09) Sei Ad (21:53) Re.al Ad (22:51) Economics of the Solver Layer (31:21) Would an HFT Dynamic Arising in Crypto Be Bad for the Space? (45:30) UX in a OneBalance World (53:07) How Will OneBalance Impact L2 Business Models? -- 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 covers a wild week in crypto and politics. They discuss the assassination attempt on Donald Trump, and how economic policy might look with JD Vance as the Vice President. Additionally, they speculate on whether or not Biden will drop out of the presidential race, and talk about the Fed’s approach to monetary policy leading up to the election. Finally, they wonder where we are in the AI hype cycle, and who benefits the most from L2 innovation. Thanks for tuning in! -- Resources Mark Cuban on Bitcoin: https://x.com/mcuban/status/1813591281970348264 -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Visit https://www.sei.io/ to find out more -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:54) EthCC Recap (3:53) Discussing the Assassination Attempt on Trump (14:44) Mark Cuban and Other Elites Suddenly Rallying Behind Crypto (21:06) Sei Ad (22:06) Would Jamie Dimon Be a Good Treasury Secretary? (24:37) Economic Policy With JD Vance as VP (32:45) Will Biden Drop Out? (39:55) Recent Moves in the Crypto Markets (45:39) The Feds Approach to Policy Ahead of an Election (52:38) Where Are We in the AI Hype Cycle? (58:56) Apps vs Infrastructure (1:05:06) Who Benefits the Most From L2 Innovation? -- 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 special episode, Vitalik Buterin and Christopher Goes joined us live from the Intents Discussions conference during EthCC 2024! Key highlights from this campside chat include: Vitalik’s reflections on crypto’s journey thus far and his insights on Ethereum’s inception, unbundling blockchain components, and competing with centralized protocols. The interview concludes with thoughts on social consensus, and the importance of learning from past failures to better navigate future developments. Thanks for tuning in! -- Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone. Namada is currently in its mainnet launch phase — follow along on namada.net -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Vitalik: https://x.com/VitalikButerin Follow Christopher Goes: https://x.com/cwgoes 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 (5:22) Reflections on the Past 15 Years of Crypto (12:36) How Can We Compete Against Centralized Protocols? (19:08) Anoma Ad (20:07) Kinto Ad (21:01) Ethereum's Roadmap: What Comes Next? (38:33) The Role of Standards (49:47) Unbundling the Blockchain (56:12) Crypto's Successes and Failures (1:03:10) Questions From the Crowd -- 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, Misha, CEO and Co-founder of Symbiotic, delves into the history and evolution of shared security. He discusses shared security’s various implementations over the years, and highlights Symbiotic's vision for the future. The conversation also touches on Symbiotic’s protocol design choices, offering a fresh perspective on shared security's potential to streamline and secure emerging networks. Thanks for tuning in! -- Resources Ethena + Symbiotic: https://blog.symbiotic.fi/ethena-symbiotic/ -- Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone. Namada is currently in its mainnet launch phase — follow along on namada.net -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Symbiotic: https://x.com/symbioticfi Follow Felix: https://x.com/FelixLts 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 (2:39) The History of Shared Security (6:27) Polkadot's Impact (12:18) Symbiotic's Vision for Shared Security (26:09) Namada Ad (27:08) Kinto Ad (28:02) Symbiotic's Protocol Design (56:13) Securing Cross-chain Transfers with Ethena (1:05:55) Symbiotic's Impact on Ethereum's Future -- 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 aftermath of the Presidential Debate, and a Trump victory’s potential impact on the markets. Additionally, they dive into what the Chevron Doctrine was, and what the implications of its overruling are. Finally, they provide their views on current sentiment within the crypto markets, and how fresh capital is finding its way into crypto. Thanks for tuning in! -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz -- Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:06) The Presidential Debate (14:34) Sei Ad (15:34) Kinto Ad (16:27) Chevron Doctrine Overruled (24:16) Trump's Potential Impact on Markets (37:06) Making Sense of Current Market Sentiment (54:57) How Is Fresh Capital Finding Its Way Into Crypto? -- 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 and Justin Drake joined us to discuss restaking, preconfs, Minimum Viable Issuance, and the future of Ethereum. We dive into the effects Ethereum monetary policy has on the validator set, the current market for restaking, and our thoughts on attester-proposer separation and proposer-builder separation. Finally, we cover what we’re most excited about in the future of Ethereum. Thanks for tuning in! -- Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone. Namada is currently in its mainnet launch phase — follow along on namada.net -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz -- Follow Hasu: https://x.com/hasufl Follow Justin: https://x.com/drakefjustin 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- - -- Resources stETH is the decentralized reserve currency for the sovereign internet: https://www.adcv.xyz/p/steth-is-the-decentralized-reserve-currency -- Timestamps: (0:00) Introduction (2:40) The Minimum Viable Issuance Debate (13:38) Monetary Policy & Impacts on the Validator Set (31:43) Namada Ad (32:42) Kinto Ad (33:35) Restaking's Effect on ETH Monetary Policy (44:16) Thoughts on APS and PBS (57:33) Decentralizing Centralized Components with Restaking (1:06:25) The Restaking Supply & Demand Mismatch (1:23:59) The Future of Ethereum -- 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, David Tse, Co-founder of BabylonChain, joins us to explore the latest developments in the Bitcoin ecosystem. We dive into the transformative impact of Bitcoin staking, the innovative role of Babylon, and the broader technological and cultural shifts in the Bitcoin ecosystem. Finally, David provides insight into the Bitcoin staking market, and his outlook for its future. Thanks for tuning in! -- Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone. Namada is currently in its mainnet launch phase — follow along on namada.net -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz -- Follow David: https://x.com/dntse 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- - -- Resources How Bitcoin Will Secure The Appchain Future | Rollkit, Babylon, Stride https://apple.co/3VRFDZ4 Babylon Blog: Forkless Rollups with Bitcoin Staking https://babylonchain.io/blog/forkless-rollups-with-bitcoin-staking -- Timestamps: (0:00) Introduction (3:57) Recent Bitcoin Developments (12:10) How Babylon Enables Bitcoin Staking (33:39) Namada Ad (34:38) Kinto Ad (35:32) The Bitcoin Staking Market (55:18) Babylon's Massive Opportunity (1:01:12) Interview Reflection -- 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 dive deep into the world of ZK accounts and their potential. Uma, Zaki, and John, unpack ZK accounts, the trade-offs involved in design decisions, and the political landscape. We explore how ZK accounts enable trustless interoperability, enhance scalability, and unlock a dimension for dApps. The conversation also touches upon the convergence of blockchain design and the shift from infrastructure development to application-focused innovation, as ZK technology becomes more accessible and user-friendly. - - Follow John: https://x.com/jadler0 Follow Zaki: https://x.com/zmanian Follow Uma: https://x.com/pumatheuma Follow Rex: https://x.com/LogarithmicRex Follow nosleepjon: https://x.com/nosleepjon 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/ -- Join us at Permissionless III. Use code EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii - - Timestamps: (00:00) Introduction (02:11) ZK Accounts Overview (10:26) Why ZK? (18:05) Permissionless III Ad (19:25) Trade-offs of Design Decisions (31:36) What ZK Accounts Unlock (42:22) Endgame Convergence (50:37) ZK Application Unlock - - Disclaimer Expansion was kickstarted by a grant from the Celestia Foundation. Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we discuss FOMC, previous rate cutting cycles over the years, and if the FED will cut rates prior to the presidential election. We also breakdown the differing approaches blockchains take when dealing with MEV, and the ways networks and applications can monetize. Finally, we dive into how Trump’s stance towards crypto has affected regulatory policy. Thanks for tuning in! -- Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone. Namada is currently in its mainnet launch phase — follow along on namada.net -- Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:34) Discussing FOMC and Economic Data (14:08) The Discrepancy Between Economic Data and Public Perception (16:10) Nomada Ad (17:09) Rate Cutting Cycles (22:20) Will the Fed Make Changes Before the Election? (24:43) Solana's Approach to Dealing With MEV (32:22) How Decentralized Networks Monetize (43:18) Ethereum's Scaling Roadmap (48:32) Trump's Effect on Crypto Policy -- 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, Ludwig from Sorella Labs and Muto from Ethos, two AVS builders, join to discuss the potential of restaked ETH and attributable security to revolutionize DeFi. They dive into how AVSs offer a scalable alternative to rollups by leveraging restaking to enable customizable off-chain execution while preserving the benefits of shared L1 liquidity. The discussion covers topics like preconfirmations, MEV, quorum design, costs of security, and Eigen Layer's role in enabling this new design space. Ludwig and Muto provide insights into how AVSs will unlock powerful new applications and impact the future of crypto. Thanks for tuning in! -- Follow Ludwig: https://x.com/0xvanbeethoven Follow Muto: https://x.com/0xMuto 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- - -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz - - Timestamps: (0:00) Introduction (2:52) AVS Demand Side (15:14) Unlocking a New Design Space with Restaking (23:34) Sei Ad (24:34) Kinto Ad (25:28) Ethereum Alignment (31:24) AVS Branding (37:57) Quorum Design (45:58) Using an AVS vs a Rollup (52:10) AVS Costs (1:03:33) How AVS' Will Impact Applications (1:13:25) Interview Reflection - - 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 jam-packed episode, we dive into Starkware's million dollar initiative to scale Bitcoin with ZK tech, debate the implications of looming ETH ETF approvals, and discuss how the largest rate cutting cycle of our lifetimes could supercharge crypto. We also break down Coinbase's new Web3 wallet, the convergence of crypto infrastructure, and why Bitcoin DeFi faces an uphill adoption battle. Thanks for tuning in! - - Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more - - 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/ - - Resources OTM Clip https://x.com/fejau_inc/status/1798366477479034988 Coinbase smart wallet https://x.com/WatcherGuru/status/1798366017443557430 - - Timestamps: (0:00) Introduction (1:12) Crypto's Partisan Momentm (6:14) Trading the Ethereum ETF (16:01) Sei Ad (17:01) Largest Rate Cut of Our Lifetime (28:50) Starkware Scaling BTC With ZK (35:50) Converging Architecture (44:13) Coinbase Smart Wallet - - 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 special episode, the Jason and Mike announce the launch of Expansion, a new Blockworks podcast focusing on the modular blockchain ecosystem. Expansion hosts Rex and NoSleepJon aim to explore the modular design concepts and architectural principles in the blockchain space. They highlight the benefits and challenges of modularity, the cultural and technical aspects, and how this new ecosystem is poised to disrupt existing technologies. Thanks for tuning in! - - Subscribe on YouTube: https://www.youtube.com/@expansionpod Subscribe on Apple: http://apple.co/4bGKYYM Subscribe on Spotify: http://spoti.fi/3Vaubq1 Follow Zon: https://x.com/ItsAlwaysZonny Follow Keone: https://x.com/keoneHD Follow Rex: https://x.com/LogarithmicRex Follow nosleepjon: https://x.com/nosleepjon Follow Expansion: https://x.com/ExpansionPod_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps (00:00) Introduction (05:07) Modularity in Crypto (18:50) Sovereignty & ZK with Modularity (25:30) Value Accrual in Crypto (35:11) Surviving Fragmentation (43:23) Modularity Ecosystem Competition - - Disclaimer Expansion was kickstarted by a grant from the Celestia Foundation. Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in! - - Subscribe on YouTube: https://www.youtube.com/@expansionpod Subscribe on Apple: http://apple.co/4bGKYYM Subscribe on Spotify: http://spoti.fi/3Vaubq1 Follow Zon: https://x.com/ItsAlwaysZonny Follow Keone: https://x.com/keoneHD Follow Rex: https://x.com/LogarithmicRex Follow nosleepjon: https://x.com/nosleepjon Follow Expansion: https://x.com/ExpansionPod_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps: (00:00) Introduction (03:01) Modular vs Integrated (11:24) Who are Appchains for? (28:35) Composability in Modular World (35:52) Monad's Endgame (39:24) Importance of Decentralization (47:42) Building Web3 Community - - Disclaimer Expansion was kickstarted by a grant from the Celestia Foundation. Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we dive deep into the rapidly evolving world of liquid restaking. Our expert panel unpacks the history and rise of Liquid Restaking Tokens, exploring LRT design, yield strategies, the leverage dynamics between LRTs and Eigen Layer, and the potential impact of introducing multi-assets like Bitcoin. We examine the challenges posed by duration mismatches, the institutional appetite for liquid restaking, and the evolving market structure. Thanks for tuning in! -- Follow Sam: https://x.com/hxrts Follow Kane: https://x.com/0xkrane Follow Clayton: https://x.com/menzel_clayton 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- - -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz - - Timestamps: (0:00) Introduction (1:24) History & Rise of LRTs (11:35) LSTs vs LRTs (17:27) Kinto Ad (18:21) Demand for Liquid Restaking (34:19) Cosmos & Polkadot Lessons Learned (50:06) Cosmos & Polkadot Lessons Learned (1:00:18) Institutions & LRTs (1:04:47) Multi-Asset Restaking - - 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 guys debate whether Democrats can reverse course before the upcoming election. They also discuss the rise and fall of meme coins, despite Iggy Azalea's recent token launch. The conversation then shifts to the challenges facing Bitcoin's L2 development, OpenAI's legal battles over celebrity rights and employee NDAs, and Nvidia's AI-fueled stock surge. Finally, they highlight Jito's launch of Stakenet on Solana and compare the diverging paths of Ethereum and Bitcoin L2s. Enjoy! - - Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - 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) Consensus Vibes (6:10) Are the Democrats Late? (19:25) Sei Ad (20:24) Flood Ad (21:23) Celebrity Memecoins (24:46) Future of Memecoins (32:55) Aave, ENS, and Maker Chains (43:51) ZK Tech Evolution (45:56) Trademarking ZK (49:01) Uniswap Business Source License (50:17) AI Industry Endgame - - 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 are joined by Sreeram Kannan, founder of EigenLayer, to discuss the current state and future potential of restaking. The conversation covers Eigenlayer's rapidly growing ecosystem of actively validated services (AVS), the different types of security guarantees made possible by restaking, and how restaking can benefit both external protocols and Ethereum itself. Sreeram shares his vision for how Eigenlayer fits into the broader Ethereum scaling roadmap and addresses some key open questions around restaking's impact on the Ethereum validator set and issuance. Thanks for tuning in! -- Follow Sreeram: https://x.com/sreeramkannan 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- - -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz - - Resources https://blockworks.co/podcast/bellcurve/d102eb6c-ae76-11ee-85e5-e74b0e5c20b0 - - Timestamps: (0:00) Introduction (3:10) State of LRTs (9:41) Supporting Native Staking (21:18) Kinto Ad (22:12) AVS GTM & Branding Strategy (37:43) Types of Security (1:02:05) AVS Tokens (1:11:59) Restaking & Accelerating ETH Growth (1:23:07) Pre-Confirmations Market Overview (1:34:41) Eigen Layer Endgame (1:39:25) Ethereum Issuance Debate - - 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 crew dives into discuss the 75% odds of an ETH ETF approval this month. They unpack the implications of ETH ETFs on crypto market structure and institutional adoption. The conversation also covers the evolving regulatory landscape and the backlash against Yuga Labs over their CryptoPunks moves. Finally, they debate the future outlook for NFTs, the return of retail, and the potential of ETH to power new web3 applications. - - Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps: (0:00) Introduction (2:21) ETH ETF Odds (10:19) Crypto's Bipartisan Support (25:35) Sei Ad (26:35) Flood Ad (27:34) Future of Crypto Regulation (41:24) Return of Retail Users? (55:43) Bullish Prognosis of NFTs - - 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.

This episode takes a deep dive into the evolving landscape of restaking and shared security. Mike and Myles trace the history of restaking from early iterations like Polkadot and Cosmos to the rise of specialized providers like Eigen Layer. They break down the market structure, analyzing the supply and demand sides, and exploring how new entrants plan to challenge Eigen Layer's dominance. The discussion also unpacks restaking's dual identities in exporting security to other chains versus upgrading base layer protocols, and touches on key challenges and risks to watch out for as the ecosystem develops. -- 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- - -- Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz - - Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above. - - Timestamps: Timestamps: (0:00) Restaking Season Reveal (4:19) State of Restaking Now (9:58) Definition of Shared Security (23:26) Kinto Ad (24:19) Supra Ad (25:15) Market Structure of Restaking (35:00) External vs Endogenous Restaking (47:42) Ethereum Issuance Debate (56:06) Restaking Platform Competition - - 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 guys discuss the recent prosecution of the Tornado Cash developer, the potential partisan nature of crypto regulation, and the ongoing vote on SAB 121. They delve into the history of asset seizure in the US, the shifting political attitudes towards crypto, and the potential implications for the industry. The conversation also touches on the recent GameStop saga and the return of 'Roaring Kitty', as well as the exploit engineered by 'Low Carb Crusader' and the subsequent legal consequences. - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://forms.clickup.com/45049775/f/1aytxf-16051/D1U8CUGM8SJWKVJ9KY - - Uniswap builds simple and secure products that help you swap smarter. Web. Mobile. Extension. Powered by the smartest protocol in DeFi. To learn more about the Uniswap’s products head on over to: https://blckwrks.co/Uniswap - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - 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 (3:01) Chamath & 2024 Silicon Valley VC (20:42) Return of Roaring Kitty (27:17) CPI Sentiment (39:32) Wormhole Ad (40:46) Flood Ad (41:45) Uniswap Ad (42:39) Low Carb Crusader Arrested (49:42) Tornado Cash Dev Sentenced to Dutch Prison (57:14) SAB 121 Vote (1:06:25) Is Crypto Partisan? - - 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.

Gm! This week we invite Anatoly Yakovenko & Lucas Bruder to the show for a discussion on the current state of Solana. We deep dive into the transaction problem as on chain volumes have exploded in recent months. Toly & Lucas explore the solutions that could help to increase chain performance & what's next for Solana. Enjoy! -- Follow Anatoly: https://twitter.com/aeyakovenko Follow Lucas: https://twitter.com/buffalu__ Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- 00:00 Introduction 01:54 Solana Chain Performance 12:05 Helium Mobile 13:08 The Criticism's Of Stake Weight QoS 24:59 The QoS Patch Rollout 27:31 Solana's TPS Problem 31:40 The End State For Priority Fees 35:00 Blocks Should Always Be Full 43:45 The Solana End State 52:33 Wen Dynamic Rent Fee? 58:54 Solana Restaking 01:05:07 MEV On Solana 01:08:54 Firedancer -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, the crew discusses the current state of crypto regulation and political candidate support in the US. They explore the viability of meme coins and the challenges of annualizing returns in the crypto space. The conversation also debates crypto-native gaming, the importance of crypto remaining a key industry in the US, and the technical improvements and institutional interest that could fuel a resurgence in Ethereum. Thanks for tuning in! - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/bellcurve17-4859 - - Uniswap builds simple and secure products that help you swap smarter. Web. Mobile. Extension. Powered by the smartest protocol in DeFi. To learn more about the Uniswap’s products head on over to: https://blckwrks.co/Uniswap - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps: (0:00) Introduction (2:39) US Crypto Political Climate (10:47) Viability of Memecoins (23:42) Wormhole Ad (24:56) Flood Ad (25:55) Uniswap Ad (26:48) FriendTech Airdrop (43:05) Is this Cycle Different? (55:28) Ethereum's Position - - 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 today's episode, Michael chats with Nikhil Suri from the Wormhole Foundation about the future of multichain and interoperability in crypto. They discuss the challenges of creating a seamless user experience across different chains, the role of general message passing protocols like Wormhole, and the potential impact of zero-knowledge proofs on scaling and security. Nikhil also shares his thoughts on the social challenges of interoperability standards adoption and the current product-market fit for cross-chain applications, particularly in the realm of token transfers and multichain governance. -- Follow Nikhil: https://twitter.com/nsuri_ Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more. - - Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz - - Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above. - - Timestamps: (0:00) Introduction (2:49) The Future of Multichain (8:15) Opionated vs Flexibility (13:34) ZKPs & Interop (23:06) Sei Ad (24:06) Kinto Ad (24:59) Supra Ad (25:55) Impact of Social Challenges (30:56) PMF of Interop (32:37) Multichain Governance (38:17) What is the Good Crypto Outcome? - - Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Mike and Myles dive into Eigen Layer's major announcement, unpacking the details and implications of the Eigen token airdrop, the Eigen Foundation, and the positioning of Eigen as an "intersubjective work token". They discuss the community's mixed reaction to the airdrop details and geo-fencing, the objectives and considerations around airdrops in general, and the innovative tokenomic design of the Eigen token in enabling a dual staking system with ETH to secure Eigen Layer and mitigate risks. Mike and Myles explore how this new staking model could impact the Eigen Layer ecosystem, AVS adoption of the Eigen token, and the overall bullish effect it could have on ETH and the growth of restaking. Enjoy! - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/bellcurve15-2292 - - Uniswap builds simple and secure products that help you swap smarter. Web. Mobile. Extension. Powered by the smartest protocol in DeFi. To learn more about the Uniswap’s products head on over to: https://blckwrks.co/Uniswap - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - 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 (3:35) Eigen Layer Announcements (10:16) Risks of Eigen (17:35) Objective of Airdrops (27:46) Wormhole Ad (29:00) Flood Ad (29:59) Uniswap Ad (30:53) Eigen Token Design (34:42) Intersubjective Work Token (45:41) Value Accrual (57:32) Security Decision Making (1:05:39) Bullish Eth Affect - - 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.

Season 7 | Episode 8 In this wrap-up episode of Season 7, Mike and Hart dive deep into the multichain endgame of crypto. They discuss how the user and developer experience might evolve in a multichain future, the role of ZK tech in enabling interoperability, and the importance of standardization across chains. They explore the potential for L1 assets to become commodities, the challenges of achieving sub-second finality, and the ultimate goal of reinventing global financial infrastructure through blockchain technology. Thanks for watching season 7! -- Follow Hart: https://twitter.com/hal2001 Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more. - - Uniswap builds simple and secure products that help you swap smarter. Web. Mobile. Extension. Powered by the smartest protocol in DeFi. To learn more about the Uniswap’s products head on over to: https://blckwrks.co/Uniswap - - Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above. - - Timestamps: (0:00) Introduction (4:17) Multichain End Game Vision (15:04) Crypto's Commodity Boom (27:14) Blockspace is a Commodity (34:02) Sei Ad (35:02) Uniswap Ad (36:06) Supra Ad (37:02) Zero Knowledge Costs Improvement (49:09) Dream Transaction Flow (58:42) Market Demand for Interoperability (1:05:12) Intent & General Message Layers (1:13:36) User Security Model Preference (1:24:51) Best Outcome of Crypto - - 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.

Gm! Bell Curve's season 7 will be back soon. This week our friends Mert and Dan from the Lighspeed discuss the state of the network, MarginFi drama, Uniswap vs the SEC, airdrops, Monad's $225 million raise & more. Enjoy! -- Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy Follow Lightspeed: https://twitter.com/Lightspeedpodhq -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most. -- 00:00 Introduction 01:24 Solana: State Of The Network 13:03 Helium Mobile Ad 14:05 Do Validators Need To Be Profitable? 17:36 MarginFi 33:28 Airdrops 36:58 SEC Sends Uniswap a Wells Notice 46:42 Monad Raises $225 Million -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

In this week's round up the Mike and Vance dive into the recent Bitcoin correction, discussing the narratives surrounding interest rates, politics, and the upcoming halving. They explore the launch of Runes on Bitcoin and its potential impact on the ecosystem. The conversation also delves into the merging of Bitcoin and Ethereum, the challenges faced by Solana, and the importance of L1 performance for L2 functionality. They discuss the concept of profits and fees for L1s, the growth of restaking, and the role of apps in shaping the future of crypto. Thanks for tuning in! - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/bellcurve14-7833 - - Uniswap builds simple and secure products that help you swap smarter. Web. Mobile. Extension. Powered by the smartest protocol in DeFi. To learn more about the Uniswap’s products head on over to: https://blckwrks.co/Uniswap - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - 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 (5:40) Bitcoin Correction Thoughts (18:46) Bitcoin Memecoin Barbell (23:49) Wormhole Ad (25:03) Flood Ad (26:02) Uniswap Ad (26:55) Runes Launch (40:07) User & Economic Lock in (46:49) L1 vs L2 Scaling (57:11) Profits for an L1 (1:03:09) Restaking 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, Mike is joined by Nick Trileski, a crypto options trader at Cumberland DRW, for an in-depth discussion on the current state of the crypto options and derivatives market. They explore the growth of options trading, the psychology around all-time highs, and the increasing institutional demand as evidenced by rising open interest. The conversation also touches on the dynamics of perps versus options, the risks and opportunities in basis trades like Athena, and the potential for continued growth in the crypto options space. -- Follow Nick: https://twitter.com/ntrlsk Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more. - - Uniswap builds simple and secure products that help you swap smarter. Web. Mobile. Extension. Powered by the smartest protocol in DeFi. To learn more about the Uniswap’s products head on over to: https://blckwrks.co/Uniswap - - Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above. - - Timestamps: (0:00) Introduction (2:03) State of Crypto Options (7:04) Perps vs Options (16:53) Perps vs Spot Growth (21:42) Sei Ad (22:41) Uniswap Ad (23:45) Who Uses Options? (30:18) Volatility of Crypto (33:35) Psychology of ATHs (40:37) Institutional Demand of Open Interest (43:00) Is Retail Back? (51:25) Ethena's Strategy - - 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 week's round up the Mike, Michael, and Vance break down Uniswap's fight with the SEC over a Wells notice and the implications for DeFi, as well as Bearchain's massive $100M raise. The risks of hedging altcoin investments using perpetual futures contracts are explored, along with the significance of Circle and BlackRock uniting to bridge traditional finance and DeFi. They also dissect the implosion at lending protocol MarginFi and the fierce competition heating up between Eigen and Carrick in the emerging universal restaking platform space. - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/bellcurve13-1983 - - Uniswap builds simple and secure products that help you swap smarter. Web. Mobile. Extension. Powered by the smartest protocol in DeFi. To learn more about the Uniswap’s products head on over to: https://blckwrks.co/Uniswap - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - 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 at Warp Speed (6:24) Uniswap Wells Notice (18:26) $100m Berachain Raise (28:04) Wormhole Ad (29:17) Flood Ad (30:16) Uniswap Ad (31:10) Karak Universal Restaking Platform (40:54) Hedging by Perps (48:05) Circle USDC & BlackRock CBDC (53:37) MarginFi Implosion - - 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 today's episode, Mike is joined by Eugene from Ellipsis Labs and Lucas from Jito to discuss the current state and future of MEV on Solana. The trio dives into the philosophical divergence between Solana and Ethereum's approaches to mitigating MEV, with Solana prioritizing user experience and low fees while Ethereum focuses on incentive compatibility and decentralization. They explore the challenges Solana faces with record volumes, network congestion, and the ongoing debate surrounding transaction fees and block space. The discussion also touches on the potential for Solana L2s, the fight against spam, and the network's meme coin mania, ultimately concluding with insights on the delicate balance Solana must strike between performance, decentralization, and user experience. -- Follow Lucas: https://twitter.com/buffalu__ Follow Eugene: https://twitter.com/0xShitTrader Follow Hart: https://twitter.com/hal2001 Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more. - - Uniswap builds simple and secure products that help you swap smarter. Web. Mobile. Extension. Powered by the smartest protocol in DeFi. To learn more about the Uniswap’s products head on over to: https://blckwrks.co/Uniswap - - Timestamps: (0:00) MEV on Solana (16:25) Ethereum vs Solana Approaches (27:34) Sei Ad (28:34) Uniswap Ad (29:37) Solana Spam Solution (36:18) Necessary Trade-Offs (44:43) Solana UX Degredation (50:53) Solana Fee Overhaul (1:03:32) Solana L2s (1:11:03) Dynamic Block Limits - - 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 week's round up the Mike, Michael, and Vance examine the new market structure emerging as fresh capital starts to flow back into the space and debate whether this could break the traditional crypto market cycles. They also discuss the impact of early liquidity on founders and teams through token launches. Additionally, they analyze the impressive growth and revenue numbers from Coinbase's layer 2 Base. Finally, they explore the role of collateral and yield in the crypto ecosystem compared to traditional finance. - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/bellcurve11-7554 - - Uniswap builds simple and secure products that help you swap smarter. Web. Mobile. Extension. Powered by the smartest protocol in DeFi. To learn more about the Uniswap’s products head on over to: https://blckwrks.co/Uniswap - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps (0:00) Introduction (2:58) Aave and Maker Drama (23:18) Wormhole Ad (24:32) Flood Ad (25:31) Uniswap Ad (26:25) US Governement Sells Bitcoin (41:17) Structure of VCs (46:11) Founders in Web3 (55:00) Liquid Restaking Layer TVL - - 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.

Season 7 | Episode 7 In today's episode Kyle Samani from Multicoin Capital joins Michael and Hart to discuss the complex dynamics of network effects in the blockchain ecosystem. The conversation dives deep into the different types of network effects at play, the phenomenon of anti-network effects caused by high gas fees, and the potential for blockchain technology to revolutionize global finance. Kyle shares his insights on the end state of L1 blockchains, the role of interoperability, and where value may ultimately accrue in the crypto stack. Along the way, they debate the relative importance of technological innovation versus monetary characteristics in driving value. Although our guest this week is a Managing Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. -- Follow Kyle: https://twitter.com/KyleSamani Follow Hart: https://twitter.com/hal2001 Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more. - - Uniswap builds simple and secure products that help you swap smarter. Web. Mobile. Extension. Powered by the smartest protocol in DeFi. To learn more about the Uniswap’s products head on over to: https://blckwrks.co/Uniswap - - Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above. - - Timestamps: (0:00) Interview Start: Kyle Samani (3:53) Network Effects & Blockchains (17:57) Blockchain Based Games & Social Apps (27:45) Sei Ad (28:44) Uniswap Ad (29:38) Supra Ad (30:34) Integrated vs Modular (33:06) Protocol vs Token Network Effects (55:36) End State of L1s (1:08:58) Outro - - 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 week's round up the Mike, Michael, and Vance examine the new market structure emerging as fresh capital starts to flow back into the space and debate whether this could break the traditional crypto market cycles. They also discuss the impact of early liquidity on founders and teams through token launches. Additionally, they analyze the impressive growth and revenue numbers from Coinbase's layer 2 Base. Finally, they explore the role of collateral and yield in the crypto ecosystem compared to traditional finance. - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/bellcurve11-7554 - - Restaking is the biggest shift in Ethereum's staking landscape yet, and Swell is leading the charge with Liquid restaking token, rswETH. Restake your ETH with Swell to earn Pearls, EigenLayer points, and future restaking rewards — while still being able to participate in DeFi. Restake now: app.swellnetwork.io Follow Swell: https://twitter.com/swellnetworkio - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - 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) DAS London Review (12:36) Capital Supply Chain Thawing (29:03) Wormhole Ad (30:16) Swell Ad (31:12) Flood Ad (32:11) Psychological Impact of Liquidity Events (38:42) Importance of Token Launches (48:17) Base Revenue Growth (57:14) Collateral in Crypto - - 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.

Season 7 | Episode 6 In today's episode Mike and Hart are joined by Jonas from Chainbound and Murat from Prime to dive deep into the emerging world of pre-confirmations on Ethereum L2s. They discuss the current challenges facing L2s including centralized sequencers and limited composability, and explain how pre-confirmations act as credible commitments to include transactions, enhancing both UX and usability. Different pre-confirmation models are explored, such as builders or L1 proposers issuing pre-confirmations, and the associated incentives and coordination challenges. The guests also touch on the broader implications of pre-confirmations and sequencing for L1 proposer requirements, L1<>L2 interoperability, MEV, and enabling new DeFi primitives. -- Follow Jonas: https://twitter.com/mempirate Follow Murat: https://twitter.com/MuratLite Follow Hart: https://twitter.com/hal2001 Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more. - - Uniswap builds simple and secure products that help you swap smarter. Web. Mobile. Extension. Powered by the smartest protocol in DeFi. Click here to learn more about the Uniswap’s products - - Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above. - - Timestamps: (2:17) Main Interview Start: Jonas & Murat (3:11) Eth L2 State of Union (6:47) Pre-Confirmations (31:51) L2 Interoperability (45:44) Sei Ad (46:44) Uniswap Ad (47:38) Supra Ad (48:33) Do Users Care about Pre-Con Origin? (55:01) Proposer Market Structure (1:04:57) Post Interview Reflection - - 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 today's episode, Mike is joined by Myles and special guest Jim Parillo from Figment Capital to explore the latest developments in the restaking ecosystem. They dive into lessons learned from shared security models in Cosmos and Polkadot. The conversation also touches on the differences between liquid staking tokens (LSTs) and liquid restaking tokens (LRTs), as well as the emergence of Solana L2s and their potential implications for the future of the network. Stay tuned for all of this and much more! - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/bellcurve10-1009 - - Restaking is the biggest shift in Ethereum's staking landscape yet, and Swell is leading the charge with Liquid restaking token, rswETH. Restake your ETH with Swell to earn Pearls, EigenLayer points, and future restaking rewards — while still being able to participate in DeFi. Restake now: app.swellnetwork.io Follow Swell: https://twitter.com/swellnetworkio - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - Follow Jim: https://twitter.com/VelvetMilkman Follow Mike: https://twitter.com/MikeIppolito_ Follow Myles: https://twitter.com/MylesOneil Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps: (0:00) Introduction (4:24) TradFi Framing Memecoins (12:08) Restaking Ecosystem Update (29:20) Wormhole Ad (30:33) Swell Ad (31:47) Flood Ad (32:45) Shared Security Economics (38:56) AVS Dynamics (52:34) LRTs vs LSTs (1:03:40) Solana L2s - - Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed.

In this week's round up the Mike, Michael, and Vance discuss the impact of the Dencun hard fork on Ethereum L2s, which has lowered fees and opened up new opportunities for L2 business models and applications. The conversation also covers Maker's DSR hike, the return of meme coin mania, Jito's decision to end its mempool product, the AI investing craze, and whether this crypto cycle will be fundamentally different from previous ones. - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/bellcurve9-1998 - - Restaking is the biggest shift in Ethereum's staking landscape yet, and Swell is leading the charge with Liquid restaking token, rswETH. Restake your ETH with Swell to earn Pearls, EigenLayer points, and future restaking rewards — while still being able to participate in DeFi. Restake now: app.swellnetwork.io Follow Swell: https://twitter.com/swellnetworkio - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - 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 (3:22) Dencun Kicking Off L2 Season (11:39) Alt L1 & L2 Strategies (18:35) Maker DSR Endgame (30:09) Wormhole Ad (31:23) Swell Ad (32:36) Flood Ad (33:35) Jito Ends Mempool (41:59) Memecoin Mania (48:38) AI Mania - - 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 today's interview Sam and Brick are joined by Vance, Mark, and Hasu. Together they dive into MakerDAO's endgame. They discuss the current state of MakerDAO, including the DAI stablecoin and RWA adoption. The conversation then shifts to the bull case for Maker, with a focus on the new subDAO structure and how it aims to drive demand for the Maker token through a flywheel effect involving token farming incentives. The guests also debate the challenges MakerDAO faces in igniting organic demand for DAI and finding product-market fit between more centralized stablecoins like USDC. Stick around for all of this and much more! - - Follow Vance: https://twitter.com/pythianism Follow Mark: https://twitter.com/AesPoker Follow Hasu: https://twitter.com/hasufl Follow Sam: https://twitter.com/swmartin19 Follow Brick: https://twitter.com/0x___Brick Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources https://www.steakhouse.financial/projects/makerdao-financial-report-2023 PDF: https://drive.google.com/file/d/196mQAbiajSnjFM3SJq-pGuF8GhUwKtL3/view?usp=sharing PDF (IPFS): https://aqua-hollow-alpaca-520.mypinata.cloud/ipfs/QmdPmF9EuogwY5F2VHbYXG6eke8hYBvBc5p5rXQtvg1WtM EPUB: https://drive.google.com/file/d/18MVlmvd-b-bnFXAu2hnp7P0cPgj5DYHN/view?usp=sharing EPUB (IPFS): https://aqua-hollow-alpaca-520.mypinata.cloud/ipfs/QmXnr3VdsgM5MDjN3yMWmerQjWQMU54ExVW2yncSM9PAiA - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps: (0:00) Introduction (1:37) MakerDAO Overview (5:29) Maker's RWA Adoption (15:52) Future of DAI Adoption (21:27) Bull Case for Maker (28:36) DAS London Ad (29:43) MakerDAO Endgame (35:20) subDAO Structure Inefficiencies (46:04) Maker Token Demand - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter - - Disclaimer: Nothing said on 0xResearch 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's roundup the Bell Curve crew is joined by Sergey Nazarov, co-founder of Chainlink, joins us to discuss the evolution of Chainlink from a focus on price feeds to a platform for data, compute, and cross-chain services. Sergey explains how Cross-Chain Interoperability Protocol (CCIP) enables the secure transfer of both data and value across chains, with built-in risk management and programmable token transfers. He describes his vision for an Internet of Contracts that seamlessly connects the traditional financial system with blockchains. Stay tuned for all of this and much more! - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/bellcurve8-9789 - - Restaking is the biggest shift in Ethereum's staking landscape yet, and Swell is leading the charge with Liquid restaking token, rswETH. Restake your ETH with Swell to earn Pearls, EigenLayer points, and future restaking rewards — while still being able to participate in DeFi. Restake now: app.swellnetwork.io Follow Swell: https://twitter.com/swellnetworkio - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BELL10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Sergey: https://twitter.com/SergeyNazarov 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 (3:42) Chainlink Overview (17:05) CCIP Security Requirements (28:31) Bridging Banking & Capital Markets (36:56) Wormhole Ad (37:31) Swell (38:44) Flood Ad (39:43) Private Bank Chains Role (46:05) Security Assumptions of Chainlink (53:11) Risk Management DAWN (55:44) Missing Institutional Components (1:01:01) Future of Chainlink - - 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.

Season 7 | Episode 5 In today's episode Mike and Hart are joined by Uma Roy to dive deep into the world of zero-knowledge proofs and their transformative potential for blockchain interoperability. The conversation explores the fundamentals of ZKPs, the current ZKP landscape, and the economics of generating and verifying proofs. Uma shares insights on how ZKPs can enhance capital efficiency, security, and scalability across various blockchain architectures, including rollups and crosschain communication. Stay tuned for all of this and much more! -- Follow Uma: https://twitter.com/pumatheuma Follow Hart: https://twitter.com/hal2001 Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - -- Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more. - - Uniswap builds simple and secure products that help you swap smarter. Web. Mobile. Extension. Powered by the smartest protocol in DeFi. Click here to learn more about the Uniswap’s products https://blckwrks.co/Uniswap - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BELL10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps: (0:00) Interview Start: Uma, Succinct (3:52) What are ZK-Proofs? (9:40) The ZKP Design Space (16:33) Sei Ad (17:32) Economics of ZK Proofs (29:12) Sync Committee Functionality (38:58) Uniswap Ad (39:52) ZK Proofs and Interop (1:03:40) ZK Usecases Outside of Blockchain (1:06:54) Outro - - 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 week's round up the Mike and Michael kick things off with their takes on ETHDenver and the excitement around restaking and AI applications in crypto. Shifting gears they analyze the recent crypto market performance and debate whether crypto's regulatory outlook is positive in an election year. Regarding institutional interest, Vance describes skepticism at a pension fund conference while Michael predicts FOMO from investors who missed previous crypto funds. Thanks for tuning in! - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/bellcurve7-0129 - - Restaking is the biggest shift in Ethereum's staking landscape yet, and Swell is leading the charge with Liquid restaking token, rswETH. Restake your ETH with Swell to earn Pearls, EigenLayer points, and future restaking rewards — while still being able to participate in DeFi. Restake now: app.swellnetwork.io Follow Swell: https://twitter.com/swellnetworkio - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - 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 (3:56) Sentiment of Eth Denver (8:59) Crypto AI Agents (19:36) Wormhole Ad (20:11) Swell Ad (21:24) Flood Ad (22:23) Is Retail Back? (33:04) Importance of Bitcoin ETF Flows (37:08) Anti-Crypto Army (44:09) Pension Fund Conference Climate - - 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.

Season 7 | Episode 4 In today's episode Mike and Hart are joined by Bryan Pellegrino, co-founder of LayerZero, to debate the the end state of the multi-chain future. They debate technical specifics like message passing protocols, bridging frameworks, censorship resistance, and security tradeoffs, as well as philosophies around infrastructure layers versus service providers, decentralization compromises, and application interoperability needs. The conversation explores modular versus monolithic architectures, native versus wrapped assets, batching transactions, the role of intermediaries, and more while aiming to find common ground on how blockchains and applications might interact at scale. Thanks for tuning in! -- Follow Bryan: https://twitter.com/PrimordialAA Follow Hart: https://twitter.com/hal2001 Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH - - Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more. - - Simple and secure products for allllllll the ways you swap. Swap, sign transactions, and send or receive crypto anywhere – without losing your place. Uniswap Extension is currently in alpha - join the waitlist. https://blckwrks.co/Uniswap - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BELL10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps: (0:00) Introduction (3:32) Layer0 End Game (15:40) Connecting a Multichain World (34:39) Sei Ad (35:39) Balancing Onchain Components (43:37) Uniswap Ad (44:30) Preserving Censorship Resistance (55:35) Trust Zones (1:09:09) Messaging vs Transport Layer (1:20:49) The Ideal End State - - 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 week's round up the crew kicks things off with discussing recent commentary and analysis around Bitcoin ETF dynamics and the case for a potential Ethereum ETF approval. A debate then ensues on conceptual frameworks for valuating crypto tokens using market capitalization versus fully diluted valuation metrics and draw interesting parrelels of start-up equity vs token distributions. To close out they dig into Dencun, a controversial proposal to cap max percentage of ETH staked, and Gauntlet's recent move to terminate its risk service contract with Aave. Thanks for tuning in! - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/bellcurve6-2395 - - Restaking is the biggest shift in Ethereum's staking landscape yet, and Swell is leading the charge with Liquid restaking token, rswETH. Restake your ETH with Swell to earn Pearls, EigenLayer points, and future restaking rewards — while still being able to participate in DeFi. Restake now: app.swellnetwork.io Follow Swell: https://twitter.com/swellnetworkio - - Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping. Join Flood tide campaign! https://flood.bid/bell-curve - - Follow Myles: https://twitter.com/MylesOneil 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 (3:19) Bitcoin ETF Coping (6:32) The Case for an ETH ETF (17:33) Is FDV a Meme? (32:30) Wormhole Ad (33:05) Swell Ad (34:18) Flood Ad (35:17) Startup Funding vs Protocol Funding (47:56) Return of ICOs (53:09) Bitcoin Surpasses ATH in 14 Countries (55:07) Ethereum 4844 and Dancun Upgrade (1:02:14) Gauntlet Terminates AAVE Contract - - 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.