This episode of Bell Curve starts with the most contentious topic of the week: Elon's $8 Twitter Blue subscription fee. What are the implications? Could this be a turning point for subscription-based media?
We then explore the carnage happening in the private markets, Alameda's precarious balance sheet, Coinbase's earnings (bullish), J.P. Morgan's first DeFi trade, Instagram NFTs and more!
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Timestamps
(00:00) Introduction
(01:12) Lord Elon & Subscription-Based Media
(20:02) Private Market Carnage, Down Rounds Are Coming
(33:08) Alameda's Balance Sheet Is… Unexpected
(48:25) J.P. Morgan Executes First Trade On Polygon
(58:43) Coinbase's Q3 Earnings
(01:10:04) Will Polygon Part Ways With Ethereum?
(01:12:53) Instagram NFT Announcement
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Resources:
Alameda's balance sheet breakdown
https://twitter.com/tier10k/status/1587819512619044865
Ty Lobban's tweet thread on the J.P. Morgan trade
https://twitter.com/TyLobban/status/1587679344792829954
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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.
