Empire

Institutionalizing Crypto & The Return of the Bull Market | Roundup

Nov 10, 2023

Evgeny Gaevoy, CEO of Wintermute, discusses the rally in the crypto market, the controversy surrounding Wintermute's CEO, the potential approval of Ethereum ETFs, and future developments in the crypto industry such as the rise of alternative L1s and newer narratives.

59:11

Episode guests

Evgeny Gaevoy

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The podcast highlights the potential institutional inflows in the crypto industry, specifically in spot ETFs, which can have significant implications for market dynamics.

Rebuilding a crypto brand requires carefully considering brand reputation, customer trust, and defining a niche where the blockchain can excel. Community development also plays a crucial role in a platform's success.

Public disputes in the crypto space may not always lead to desired outcomes, and alternative means such as legal avenues or private negotiations should be considered. Transparency and fiduciary responsibility are crucial in resolving issues.

Deep dives

Positive momentum in the crypto industry

The podcast discusses the current positive momentum in the crypto industry, citing numerous positive catalysts and potential institutional inflows in the coming months. The speaker highlights the importance of institutional capital moving into spot ETFs and the implications for market dynamics. They also mention the significance of the upcoming Bitcoin halving and the potential for network value to increase. Overall, the podcast paints an optimistic outlook for the industry.

Introduction

2min

Analysis of Recent Cryptocurrency Price Movement

8min

The Implications of Losing Bitcoins and Restarting FTX

25min

Upcoming Institutional Crypto Conference and Rare Gathering of Major Financial Players

2min

Mining Industry and Bitcoin Price Predictions

5min

Discussing the Near Enovora Situation and Calling Out Bad Actors

4min

Discussion on F. Gini, winter mute, Near, Polygon, Celeste, Solana, and ZK wasm

2min

Layers of the Crypto Stack and Application Category Differentiation

10min

In this week's roundup, the Michael power duo from the Bell Curve podcast team dive into the recent market rally and explore its implications in crypto including debt proceedings and VC appetite. They explore the Ethereum ETF approval potentially becoming a reality and the controversy surrounding Wintermute’s CEO Evgeny Gaevoy and the Near Foundation. To close out they discuss the future developments to look out for in the crypto, including the potential rise of alternative L1s and newer narratives. Thanks for watching!

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Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

Use the link below to learn more, and use BELL20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

https://blockworks.co/event/digital-asset-summit-2024-london/home

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Timestamps:

(0:00) Introduction

(2:01) Are We Back?

(8:28) Token Prices Impacting Bankruptcy Proceedings

(10:31) An FTX Restart?

(20:11) Cycle Change Indicators?

(24:42) Institutionalizing Crypto

(35:23) DAS London Ad

(36:32) Bitcoin Hashrate Lag

(42:30) Near Foundation & Aurora Accusations

(48:44) End Game of Blockchain Stacks

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Resources

Wintermute CEO Accuses Near

https://blockworks.co/news/wintermute-ceo-accused-near-foundation-of-failing-to-redeem-stablecoins

BlackRock ETF Proposal

https://blockworks.co/news/blackrock-ishares-ether-etf

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

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Empire

Institutionalizing Crypto & The Return of the Bull Market | Roundup

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Positive momentum in the crypto industry

The challenges of rebuilding a crypto brand

Public disputes in the crypto space

Differentiation among layer one blockchains

The significance of network effects and community development

Get the Snipd
podcast app

AI-powered
podcast player

Discover
highlights

Save any
moment

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AI-powered
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Discover
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Empire

Institutionalizing Crypto & The Return of the Bull Market | Roundup

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Positive momentum in the crypto industry

The challenges of rebuilding a crypto brand

Public disputes in the crypto space

Differentiation among layer one blockchains

The significance of network effects and community development

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Discoverhighlights

Get the Snipd
podcast app

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