Bell Curve Revenue Meta, RWA Looping & Uniswap Fee Switch | Roundup
Nov 14, 2025
The hosts dive into the recent market turmoil and its implications for equities and crypto. They discuss the evolution of on-chain lending and the intriguing concept of RWA-looping. The conversation includes Uniswap's fee switch proposal and its potential impact on revenue generation. They highlight a shift towards institutional preferences, leaving retail-driven tokenomics in the dust. The emergence of sustainable business models and fundamentals takes center stage as they debate which assets are likely to thrive in this new landscape.
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Revenue And Buybacks Stabilize Tokens
- Projects that generate real revenue and buy back tokens resist market selloffs better than hype-driven alts.
- Vance and Michael highlight Hype's daily $4–5M buybacks as a stabilizer.
RWA Looping Starts New On-Chain Credit
- RWA looping moves private credit and yield-bearing assets onto blockchains as on-chain collateral and fixed-income primitives.
- Vance predicts new markets like Daylight and USDA will fill loan tape and reshape DeFi.
Build For Institutional Counterparties
- Target institutional counterparties if you build protocols for RWAs because they provide much larger, KYC-able capital.
- Design products assuming accredited, whitelisted participants to match regulatory realities.