In this week's roundup, the Michael power duo dives 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.
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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.
Bell Curve