This crossover episode is coming to you LIVE from Permissionless! Michael, Santi, Mippo, and Jason discuss the growth of prediction markets, crypto’s own “Magnificent 7” forming, Bitcoin’s dominance, and stablecoins going mainstream. Thanks for tuning in!

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Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.

Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks

Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.

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Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.

Buy now on https://shop.ledger.com/?r=1da180a5de00.

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Follow Santi: https://x.com/santiagoroel

Follow Michael: https://twitter.com/im_manderson

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Timestamps:

(0:00) Introduction

(1:20) The Growth of Prediction Markets

(4:05) Polymarket vs Kalshi's Business Models

(9:25) Ads (Arkham & Ledger)

(10:09) Is Crypto Forming Its Own Mag 7?

(18:49) Global Capital Pools and the State of Venture

(27:47) Bitcoin Dominance Is Up Only

(33:44) Ads (Arkham & Ledger)

(34:59) Verifiable Apps and the Effectiveness of the DAO

(38:10) How to Play the Stablecoin Boom

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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, and our guests may hold positions in the companies, funds, or projects discussed.

Episode 3: The Yearning

Deep Cover

Introduction

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