Bell Curve
The Foundation for Banking’s Next Evolution | Live From DAS
Mar 26, 2025
Yves La Rose, CEO of the EOS Network Foundation and a crypto veteran since 2010, delves into the evolution of blockchain technology. He discusses the rebranding of EOS to Volta and its implications for Web3 banking. The conversation also covers the surge of institutional capital in cryptocurrency, changes in Layer 1 blockchain dynamics, and evolving investor sentiments. Yves highlights the importance of holding Layer 1 tokens and shifts towards assessing their value based on revenue rather than mere speculation.
20:52
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The evolution of blockchain has shifted from basic functionality to prioritizing user experience and effective integration in various applications.
- EOS's rebranding to Volta reflects a strategic focus on compliance and regulation, aiming to attract institutional investment in open finance.
Deep dives
The Shift in Company Valuation
Companies in the blockchain space are starting to be evaluated not just on their market presence but on their actual revenue generation and utility. This change reflects a maturing market where investors are looking at the underlying value provided by companies, rather than superficial metrics like website traffic. The current landscape sees numerous Layer 1 (L1) blockchains with significant market caps but limited revenue streams, which raises concerns about sustainability. As institutional investments enter the space, there will be a greater emphasis on revenue and profitability to determine a company’s worth.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
