Bell Curve
Blockworks
Bell Curve breaks down the most important themes in crypto for people who, like us, are confined to the middle of the bell curve. Each season explores a different thesis that we'll test and refine through debate with crypto's best. If you're a crypto native, degen or investooor, this podcast is for you.Subscribe on YouTube: https://bit.ly/3R1D1D9Subscribe on Apple: https://apple.co/3pQTfmDSubscribe on Spotify: https://spoti.fi/3cpKZXHGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
Episodes
Mentioned books
14 snips
Jan 30, 2026 • 1h 1min
The Infrastructure Behind Agentic Finance | Roundup
Xavier (Zave / Mippo), a crypto and AI infrastructure commentator, explains agentic finance at the intersection of AI and crypto. He discusses payment rails and why crypto fits agents. He explores trust, verification, staking and collateral designs. He covers emerging standards, market competition, trading use cases, UX challenges, and compliance implications.
18 snips
Jan 23, 2026 • 1h
The Intersection of AI and Crypto: What Worked, What Didn’t, and What’s Next | Roundup
The discussion dives into the early hype surrounding the intersection of AI and crypto, highlighting speculation and early disappointments. Insights reveal how decentralized models struggle against centralized labs' advantages. Key topics include the value crypto can add to AI, especially in coordinating inputs, and the challenges of decentralized compute marketplaces. The hosts also explore how AI might disrupt SaaS pricing models. Ultimately, they identify where long-term value is likely to emerge in applications and data relevance.
Jan 21, 2026 • 51min
Market Structure, Macro Volatility, and the Next Phase of Crypto | Michael Anderson & Vance Spencer
Dive into the whirlwind of market volatility and the implications of recent crypto legislation. Explore the Fed's outlook on interest rates alongside housing affordability challenges. Discover insights on BitMine's developments and Tom Lee's strategic moves in the crypto space. The hosts also unravel the AI industry’s consolidation and how it may impact emerging on-chain business models. Plus, stay tuned for predictions on the future of stablecoin yields and quantum resistance in crypto. It's a rollercoaster of ideas!
8 snips
Jan 16, 2026 • 51min
Forward Guidance: The Market Is Rotating Faster Than Policy Can Keep Up
Dive into the buzzing atmosphere of rising market euphoria and sector rotations. Explore why consumer stocks are stealing the spotlight and how Silicon Valley’s resurgence is reshaping sentiments. Unpack the challenges the Fed faces amidst fluctuating credit markets and catch insights on Bitcoin's recent revival. Discover Japan's intricate policy shifts and their global impact. With tales of capex booms and shifting market leadership, this conversation is a thrilling ride through today's financial landscape.
12 snips
Jan 10, 2026 • 1h 8min
Why Crypto Still Struggles to Capture the Value It Creates | Roundup
Explore the fascinating intersections of open-source software and cryptocurrency. Discover how the evolution of software impacts value capture beyond Layer 1 solutions. The podcast dives into the challenges facing rollups and the commodification of cloud services. AI's disruptive potential on business models is a hot topic, raising questions about trust and incentives in the crypto space. Insights on successful monetization strategies reveal where crypto may finally thrive. Tune in for an enlightening discussion that connects these dynamic fields.
53 snips
Jan 3, 2026 • 1h 21min
Predictions for 2026
The hosts dive into bold predictions for 2026, emphasizing a shift from speculation to fundamental growth in crypto. Key topics include corporate chains' struggles, the evolving landscape of DeFi with innovative strategies like RWA looping, and a potential wave of consolidation among established projects. They discuss the future of Bitcoin amidst new competition and spotlight Ethereum's strengths in RWA issuance. Exciting possibilities in prediction markets are also explored, alongside caution about AI adoption and market challenges. Tune in for a forward-looking exploration!
Dec 26, 2025 • 1h 19min
2025 Year in Review
Dive into a lively recap of 2025, spotlighting the year's biggest winners like prediction markets and exchanges, and the unfortunate losers in infrastructure and gaming. Discover the thrilling comeback stories of Euler and the ICO renaissance. The hosts dissect the most overhyped projects, critique the decline of crypto Twitter as a reliable source, and celebrate resilient projects dubbed 'cockroaches.' Don't miss insights on the best and worst calls of the year, as well as a teaser for the upcoming 2026 predictions!
Dec 19, 2025 • 1h 8min
2026 Predictions with Michael Anderson and Vance Spencer
Michael and Vance recap the highs and lows of 2025, highlighting a shift from meme mania to structural change in the crypto world. They delve into the implications of the CLARITY Act on institutional engagement and the need for standardized metrics. Predictions for 2026 include the pivotal role of stablecoins and a potential new surge in major cryptocurrencies. They also discuss changing dynamics in venture capital and the exciting prospects of prediction markets. With a focus on strong fundamentals, the outlook for the coming year is ambitious!
5 snips
Dec 19, 2025 • 1h 3min
Fixing Crypto’s Broken Token Structures | Roundup
The hosts dive into the urgent issues of token vs. equity misalignment in crypto governance. They discuss the Uniswap unification plan and Aave's internal conflicts, exploring different investor perspectives. A breakdown of Circle's acquisition of Axelar reveals communication failures and how they impact tokenholder trust. They propose a 'perfect formula' for aligning incentives and critique the ongoing risks associated with corporate tokens. The conversation underscores the need for transparency and restructuring in the industry.
Dec 11, 2025 • 1h 20min
The Return of Corporate Blockchains | Roundup
The resurgence of corporate blockchains takes center stage, tracing their evolution from early initiatives to today's enterprise strategies. Discussions explore the balance between public and permissioned models, and how companies like Stripe are navigating these waters. The hosts delve into centralization versus decentralization, the economic drivers for app-specific chains, and whether companies will vertically integrate their blockchain efforts. With insights on strategic focus and infrastructure trends, the conversation is a must-listen for blockchain enthusiasts.
