Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32
Introduction
00:00 • 2min
Bell Curve Episode 2 - Apps vs Fat Protocols
01:45 • 2min
Ethereum and the Application-Specific Blockchain Thesis
03:37 • 3min
Appchains - A Two-Sided Marketplace?
06:20 • 3min
LPs and Cryptocurrency - What's the Difference?
09:03 • 2min
Is the Aggregation of Demand at an L1 Layer or Not?
11:02 • 3min
Is There a Difference Between L1s and L2s?
14:23 • 2min
Is There a Customer Journey for Cryptocurrency?
16:44 • 2min
Decentralized Exchanges
18:22 • 2min
Uniswap
20:03 • 2min
Osmosis - What's the Skinner Box?
21:38 • 3min
Is There a Lot of Lock-in on L1 Ecosystems?
24:13 • 2min
Building a Moat Is, You Know, a Creative Process
26:37 • 2min
Is There a Bridge in Cryptocurrency?
28:15 • 3min
Is Block Space Monosmosis a Uniform Resource?
31:16 • 2min
Ethereum Block Space Is the Most Valuable Block Space
33:46 • 3min
Is Open C the Largest Consumer of the Theorem Block Space?
36:34 • 2min
The Smiling Curve Is a Concept That's Exactly Like Aggregation Theory
38:24 • 3min
Is There a Patent Protection in Cryptocurrency?
41:27 • 2min
The Singing Curve
43:09 • 2min
Uniswap and Dydx - What's the R&D Advantage?
45:09 • 2min
The Importance of Dydx in the Cosmos SDK
47:04 • 4min
The Cosmos SDK Is a Great Example of Early Validation
50:52 • 2min
What's the Difference Between a Full Stack and an L2?
52:28 • 5min
Vertical Integration for Higher Value Capture
57:21 • 2min
What's the Minimum Viable Application Specific Blockchain Stack?
58:54 • 2min
Zacky and Sam on the Cosmos Ecosystem
01:00:27 • 2min
Crypto Native Space - Is There a Supply Chain?
01:02:00 • 2min
Cryptocurrency Block Space Premium
01:03:52 • 2min
The End State of Cryptocurrency
01:05:48 • 2min
Uniswap Wallet
01:08:08 • 2min
Do You Know the Difference Between a Full Stack Monolithic or a Modular App Chain?
01:09:50 • 4min