This episode of Bell Curve explores the bear market rally and ETH’s monetary design. We start with our views on the recent market rally - have prices bottomed, or are we witnessing a dead cat bounce? What should we expect for 2023?

We then discuss ETH's unique monetary policy, MakerDAO’s counterparty risk, Optimism vs Arbitrum, private fundraising, Su Zhu's false redemption arc and more!

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Timestamps

(00:00) Introduction

(01:00) A Bear Market Rally

(12:10) Optimism vs Arbitrum

(17:20) Genesis Bankruptcy Rumors

(22:28) MakerDAO’s Counterparty Risk

(28:28) Raising Funds in a Bear Market

(34:30) ETH’s Monetary Policy

(48:01) ETH Staking Withdrawal Queue

(50:05) Bitzlato and Bitcoin Narratives

(1:00:50) Su Zhu and Kyle are Back

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Resources

Ryan Watkins tweet on Ethereum innovation cycles

https://bit.ly/3ZPirug

ETH 7.5% APR tweet

https://bit.ly/3Wmua0w

ETH withdrawal queue thread (by Westie)

https://twitter.com/WestieCapital/status/1613645213792366595

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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.

Peak ETH: Ethereum's Monetary Policy Explained | Roundup