In this week’s episode, Mike, Jason, and Vance kick things off with a thorough breakdown of ‘Friend.Tech’. The guys then go on to talk Base and the future of L2’s, ETH’s ultimate value accrual, and touch on the discussion around Tendermint for StarkNet. We then review the DOJ/Tornado Cash charge and arrest. To close, we discuss the GOP debate, NVIDIA Q2 Earnings, EigenLayer’s new LST cap increase, and more!

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Timestamps:

(00:00) Introduction

(01:57) Friend.Tech

(12:19) Aerodrome Base DEX

(19:48) Base & Future L2 Business Models

(25:01) Where is ETHs Value Accrual?

(28:47) Tendermint for StarkNet

(34:14) DOJ Tornado Cash Charge Update

(41:24) Pop Culture Round Up

(43:33) 2024 GOP Debate Review

(48:48) NVIDIA Q2 Earnings

(55:39) EigenLayer’s New LST Cap Increase

(58:36) USDC: Circle Update

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Follow Mike: https://twitter.com/MikeIppolito_

Follow Jason: https://twitter.com/JasonYanowitz

Follow Vance: https://twitter.com/pythianism

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Research, news, data, governance and models – now, all in one place. As a listener of Bell Curve, you can use code "BELLCURVE10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin:

https://blockworks.co/event/permissionless-2023

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Resources:

DOJ/Tornado Cash

https://blockworks.co/news/roman-semenov-tornado-cash-ofac-list

Friend.Tech

https://blockworks.co/news/friend-tech-financialization-goldentre

EigenLayer LST Cap increase

https://bitly.ws/T8dC

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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.

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