In this episode of Bell Curve, we discuss the upcoming merge and why ETH PoW may be a letdown for you degens. We also debate real vs nominal yields in crypto, the merits of the Coinbase MakerDAO deal, BUSD and the exchange race, on-chain IP and more.

As usual, this episode is packed full of alpha and spicy takes.

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(00:00) Introduction

(00:40) ETH Merge Chaos

(13:02) Real Yield & Structural Flows

(26:00) Coinbase/MakerDAO Proposal

(38:02) DAI, USDC and Crypto’s Regulatory Future

(53:15) BUSD Announcement & the Big 3 Exchanges

(1:07:50) Sorare, SudoSwap and On-Chain IP

(1:15:10) Meme of the Week

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Resources:

Acquired podcast on Standard Oil

https://www.acquired.fm/episodes/standard-oil-part-i

SBF tweet thread on Coinbase earnings

https://twitter.com/SBF_FTX/status/1458205105124257793

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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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