Season 3 | Episode 2
In this episode of Bell Curve, Zaki Manian and Sam Hart join us to discuss how Aggregation Theory applies to crypto protocols. We explore if applications can covert user relationships into sticky profits, crypto moats, blockspace as a commodity, the benefits of controlling the full tech stack and more!
PS: don't miss the "Smiling Curve" section of the episode - it's an under-discussed idea that will start appearing in crypto value-capture debates!
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Timestamps:
(00:00) Intro: Pre-Interview
(02:29) The AppChain Thesis
(09:31) Aggregation Theory
(25:31) Do Moats Exist?
(31:34) Is Blockspace a Commodity?
(38:25) The Smiling Curve
(47:04) Will dYdX Validate the AppChain Thesis?
(52:28) Controlling the Entire Stack
(1:01:22) Recap: Post-Interview
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Resources:
Ben Thompson's Aggregation Theory
https://stratechery.com/aggregation-theory/
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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.
