In today's episode, we discuss why crypto's top apps will win the wallet wars. We start by exploring tech's move to profitability, why we're bullish on Coinbase and the challenges of decentralized sequencers. We then discuss how suave and account abstraction are changing the landscape of MEV and user interactions. The wallet wars are coming; who will win? We finish with a discussion on ETH's LSD market, L1 vs L2 volume, the death of NFTs and more!
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Timestamps:
(00:00) Introduction
(01:08) Is Big Tech Back?
(14:11) “Lightspeed Ad”
(15:03) Commercial Real Estate Repricing
(18:13) Coinbase Sues the SEC
(28:56) Decentralized Sequencers
(35:54) Suave, Account Abstraction & the Wallet Wars
(44:05) ETH’s Withdrawal Queue and LSDs
(53:53) L1 vs L2 Volume
(1:01:14) Are NFTs Dead?
(1:07:23) Solana and The Great Convergence
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Resources:
DeFi Llama
https://defillama.com/
Blockworks Research Newsletter
https://blockworks.co/newsletter/research
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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.
