In today’s episode, the guys reflect on the previous 12 months and take a temperature check on where we’re at in the current cycle. We also discuss the latest use case for RWA on-chain lending, with the Patek Philipe NFT loan, the recent new feature releases from Coinbase, and the potential for bipartisan crypto support on The Hill. We finish up reviewing the current seed stage climate, the death of the AI hype, and more!
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Timestamps:
(00:00) Introduction
(01:01) SEC vs XRP Review
(09:33) Are We Experiencing a Sentiment Shift?
(12:50) RWA On-Chain Lending Use Case: Patak Philipe NFT Loan
(18:36) Current Investment Thesis
(20:31) Year In Review & Changing Narratives
(25:18) Coinbase News: L2 Base Launch & New Wallet-to-wallet Messaging
(28:42) Bipartisan Crypto Support?
(31:08) Future of Token/Equity Mix
(32:01) Arkham Self-Sabotage?
(33:05) Seed Stage Climate
(34:48) Is the Pivot to AI Dead?
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Resources:
Coinbase: Introducing Base
https://www.coinbase.com/blog/introducing-base
Coinbase: Wallet Messaging
https://www.coinbase.com/blog/say-gm-with-messaging-on-coinbase-wallet
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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
