This episode of Bell Curve explores the standoff between the Winklevoss twins (Gemini) and Barry Silber (Genesis/DCG). Is there a resolution or will both companies watch their equity slide to zero? We also discuss Solana's future, the bank run at Silvergate, Cosmos-native USDC, the LSD narrative and more!
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Timestamps:
(00:00) Introduction
(01:18) Will Solana Survive?
(08:58) Winklevoss Twins vs Barry Silbert
(27:20) Binance Acquisition Blocked & Coinbase’s Good Luck
(30:16) Silvergate Announces $8.1B Fall in Deposits
(39:08) Public Equity Proxy Investing
(45:22) How Bullish is Native USDC for Cosmos?
(53:42) The Liquid Staking Derivative (LSD) Narrative
(1:02:34) Tech Layoffs & the Changing Employment Environment
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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.
