In this episode of Bell Curve, we debate what the merge means for ETH long-term, why ESG ETH is a prime selling point and the PoS vs PoW debate. We then discuss the Cosmos thesis, MEV frameworks, the return of CeDeFi, why your NFT is not equity and more.
As usual, this episode is packed full of alpha and spicy takes.
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Timestamps
(00:00) Intro
(02:01) The Merge, ESG ETH & PoS vs PoW Debate
(16:37) Cosmos Thesis, Aggregation and Gaming
(28:20) Blockchain Monetization & MEV Frameworks
(38:14) Compound Treasury, Bringing Institutional Fire Power to DeFi
(44:35) CeDeFi is Back & Tokenized Treasuries
(52:35) Fidelity Bitcoin Announcement & Evaluating New Projects
(1:00:01) Starbucks NFTs, Open Systems & Product Customer Mismatches
(1:11:43) Memes of the Week
(1:16:48) Doodles $704M Valuation & NFTs Aren't Equity
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Resources:
Delphi Cosmos Report
https://members.delphidigital.io/reports/finding-a-home-for-labs
SBF tweet thread on Coinbase earnings
https://twitter.com/SBF_FTX/status/1458205105124257793
Brian Armstrong's tweet on Coinbase's new politician feature
https://twitter.com/brian_armstrong/status/1570133078022160384?
CoinShares' MakerDAO proposal
https://forum.makerdao.com/t/mip86-coinshares-usdc-institutional-rewards/17900
Compound Treasury announcement
https://bit.ly/3QOZTVs
Ledger meets Cobie tweet
https://twitter.com/ledgerstatus/status/1570450674902568960?
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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.
