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
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!
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.
5 snips
Dec 5, 2025 • 1h 14min
Platforms in Crypto: The Next Phase of Crypto Growth | Roundup
Myles O'Neil, a seasoned crypto practitioner and platform-builder, teams up with Xavier Megan, an investor focused on product strategies in crypto. They dive into defining platforms in the crypto landscape, debating the practicalities of viewing chains like Ethereum and Solana as tech platforms. Key discussions explore the trade-offs between product-led and developer-led growth, the challenges in scaling ecosystems, and the shifting dynamics of platform value, concluding that opinionated strategies are more effective in today’s market.
23 snips
Nov 26, 2025 • 59min
Breaking Down Uniswap’s Fee Switch and UNIfication Proposal | Hayden Adams & Jesse Walden
Hayden Adams, the visionary founder of Uniswap Labs, joins forces with investor Jesse Walden, founder of Variant, to dive into Uniswap's game-changing fee switch and the innovative UNIfication proposal. They discuss regulatory pressures shaping their strategy, the potential of retroactive token burns, and the idea of removing front-end fees to spur user growth. By aligning protocol incentives and exploring new legal frameworks, they set the stage for Uniswap's future and its influence on the crypto industry.
Nov 14, 2025 • 51min
Revenue Meta, RWA Looping & Uniswap Fee Switch | Roundup
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.
39 snips
Nov 7, 2025 • 1h 8min
Inside Crypto’s Liquidity Crunch | Romeo Ravagnan & Sonya Kim
Join DeFi expert Romeo Ravagnan, co-founder of 3F Labs with extensive trading experience, and Sonya Kim, also a co-founder focusing on RWA lending. They dive into the fallout from a $30 billion open-interest wipeout, examining how vulnerable portfolios faced liquidations. The duo contrasts isolated and pooled risk models in lending, revealing the complexities of lending architectures. They also discuss the implications of tokenized real-world assets and outline innovative strategies for providing immediate leveraged exposure, making crypto mechanics more accessible.
Oct 31, 2025 • 30min
Crypto Finally Goes Mainstream | Roundup
JPMorgan is finally embracing crypto, admitting Jamie Dimon was wrong about its potential. New spot ETFs for Solana, Litecoin, and Hedera are launching, hinting at a shift in the market. Prediction markets are booming, with volumes topping $2B. Trump’s pardon of CZ could change the landscape for US exchanges. Additionally, Western Union is jumping into the crypto game with a dollar-pegged stablecoin on Solana. It’s a thrilling time in the world of crypto!
21 snips
Oct 24, 2025 • 35min
The Token Revolution | Roundup
Dive into the evolving landscape of crypto with insights on market sentiment and potential 2026 shifts. Discover how rising barriers to entry are reshaping competition, favoring established players. Explore Ribbit Capital’s intriguing connection between AI and tokenization. Unpack Coinbase's strategic acquisition of Echo and the implications for exchanges and launchpads. Finally, get optimistic about U.S. crypto regulation's prospects with the CLARITY Act on the horizon. Tune in for a thrilling roundup of the latest crypto developments!
21 snips
Oct 17, 2025 • 60min
Gold Hits All-Time Highs, Stablecoin Adoption, and Historic Liquidations | Roundup
Gold hits all-time highs, triggering discussion on its implications for Bitcoin and the broader crypto market. The podcast dives into institutional adoption of crypto, revealing how bankers are shifting toward recommending crypto allocations. Stablecoins are explored as transformative tools for finance, while the hosts analyze significant market liquidations and lessons learned from DeFi versus CeFi dynamics. They also touch upon prediction markets and the evolving landscape of tokenized financial systems.
