In this episode of Bell Curve, we introduce the gaming mega thesis. Markets are an absolute mess, 99% of tokens won't hit their ATHs again, most old narratives will die, and the market is begging for a new catalyst. Could gaming be the catalyst we all need? Tune in to find out.
We then discuss the newly proposed stablecoin regulation, the merits of protocol-specific stablecoins, the $160 Wintermute hack, why most DAO governance fails and more. We keep it spicy, brief and fun - what else could you want?
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Timestamps:
(00:00) Introduction
(01:12) A Macro Mess & San Francisco's Turnaround?
(06:49) Why 99% of Tokens Are F*cked
(17:49) The Gaming Mega Thesis
(32:58) Modular Infrastructure
(36:11) Stablecoin Regulation
(43:45) Protocol Specific Stablecoins
(49:32) GMX “Exploit” & Oracle Based Pricing
(55:42) $160M Wintermute Hack
(01:02:52) Vitalik & DAO Governance
(01:10:57) Meme of the Week
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Resources:
San Francisco real estate crash
https://bit.ly/3DQfDEL
Gabriel Leydon podcast on crypto gaming
https://spoti.fi/3SlxoQi
Chris Dixon's article on crypto network affects
https://bit.ly/3xL1dSJ
Vitalik's DAO governance article
https://vitalik.ca/general/2022/09/20/daos.html
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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.
