In today's roundup Michael and Vance join forces to determine if we are finally back. They dive into potential catalysts for the recent price action across the crypto sector, including the end of the rate hiking cycle, the need for recapitalization of degens, and the emerging institutional interest. The two analyze the LayerZero proposal controversy, dubious Hamas fundraising claims, and Arbitrum Orbit's use of Celestia for Data Availability. To close out they speak on the rise of professional guilds and service providers for blockchains, reflecting on the recent proposal for an Arbitrum Coalition.
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Timestamps:
(0:00) Introduction
(2:53) Are We Back?
(8:25) Catalyst for Price Action
(16:18) Identifiers for Cycle Change
(28:29) DAS London Ad
(29:39) LayerZero & Lido DAO Kerfuffle
(34:50) WSJ Claims Crypto Funding Terrorism
(41:09) Arbitrum Orbit Uses Celestia for DA
(51:12) Arbitrum Coalition
(56:11) Framework Ventures Updates
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Resources:
Layer0 Proposal
https://research.lido.fi/t/wsteth-on-avalanche-and-bnb-and-ownership-acceptance-by-lido-dao/5749
Arbitrum Coalition Proposal
https://forum.arbitrum.foundation/t/proposal-the-arbitrum-coalition/19145
Arbitrum Orbit Uses Celestia
https://blog.celestia.org/celestia-is-first-modular-data-availability-network-to-integrate-with-arbitrum-orbit/
https://blog.celestia.org/introducing-blobstream/
Optimism vs Arbitrum (Theme Park Explanation)
https://twitter.com/sgoldfed/status/1706536075273839037
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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.
Bell Curve