Bell Curve

In this special episode, the Jason and Mike announce the launch of Expansion, a new Blockworks podcast focusing on the modular blockchain ecosystem. Expansion hosts Rex and NoSleepJon aim to explore the modular design concepts and architectural principles in the blockchain space. They highlight the benefits and challenges of modularity, the cultural and technical aspects, and how this new ecosystem is poised to disrupt existing technologies. Thanks for tuning in!- -Subscribe on YouTube: https://www.youtube.com/@expansionpodSubscribe on Apple: http://apple.co/4bGKYYM Subscribe on Spotify: http://spoti.fi/3Vaubq1Follow Zon: https://x.com/ItsAlwaysZonnyFollow Keone: https://x.com/keoneHDFollow Rex: https://x.com/LogarithmicRexFollow nosleepjon: https://x.com/nosleepjonFollow Expansion: https://x.com/ExpansionPod_Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - -Timestamps(00:00) Introduction(05:07) Modularity in Crypto(18:50) Sovereignty & ZK with Modularity(25:30) Value Accrual in Crypto(35:11) Surviving Fragmentation(43:23) Modularity Ecosystem Competition- -DisclaimerExpansion was kickstarted by a grant from the Celestia Foundation.Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

Keone from Monad, a blockchain designer, and Zon from Initia, an expert in modular strategies, delve into the dynamics of modular versus integrated blockchain systems. They discuss the critical trade-offs in decentralization, performance, and scalability. The conversation covers AppChains, composability challenges, and when to choose horizontal over vertical scaling. Additionally, they share valuable tips on fostering organic Web3 communities, emphasizing authenticity and engagement as keys to success.

In this episode, we dive deep into the rapidly evolving world of liquid restaking. Our expert panel unpacks the history and rise of Liquid Restaking Tokens, exploring LRT design, yield strategies, the leverage dynamics between LRTs and Eigen Layer, and the potential impact of introducing multi-assets like Bitcoin. We examine the challenges posed by duration mismatches, the institutional appetite for liquid restaking, and the evolving market structure. Thanks for tuning in!--Follow Sam: https://x.com/hxrtsFollow Kane: https://x.com/0xkraneFollow Clayton: https://x.com/menzel_claytonFollow Myles: https://x.com/MylesOneilFollow Mike: https://x.com/MikeIppolito_Subscribe on YouTube: https://bit.ly/3R1D1D9Subscribe on Apple: https://apple.co/3pQTfmDSubscribe on Spotify: https://spoti.fi/3cpKZXH- ---Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz- -Timestamps:(0:00) Introduction(1:24) History & Rise of LRTs(11:35) LSTs vs LRTs(17:27) Kinto Ad(18:21) Demand for Liquid Restaking(34:19) Cosmos & Polkadot Lessons Learned(50:06) Cosmos & Polkadot Lessons Learned(1:00:18) Institutions & LRTs(1:04:47) Multi-Asset Restaking- -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.

In this episode, the guys debate whether Democrats can reverse course before the upcoming election. They also discuss the rise and fall of meme coins, despite Iggy Azalea's recent token launch. The conversation then shifts to the challenges facing Bitcoin's L2 development, OpenAI's legal battles over celebrity rights and employee NDAs, and Nvidia's AI-fueled stock surge. Finally, they highlight Jito's launch of Stakenet on Solana and compare the diverging paths of Ethereum and Bitcoin L2s. Enjoy!- -Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more- -Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.Join Flood tide campaign!https://flood.bid/bell-curve- -Follow Mike: https://twitter.com/MikeIppolito_Follow Michael: https://twitter.com/im_mandersonFollow Vance: https://twitter.com/pythianismSubscribe 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/- -Timestamps:(0:00) Consensus Vibes(6:10) Are the Democrats Late?(19:25) Sei Ad(20:24) Flood Ad(21:23) Celebrity Memecoins(24:46) Future of Memecoins(32:55) Aave, ENS, and Maker Chains(43:51) ZK Tech Evolution(45:56) Trademarking ZK(49:01) Uniswap Business Source License(50:17) AI Industry Endgame- -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.

Sreeram Kannan, founder of EigenLayer, dives into the future of restaking and its transformative potential for Ethereum. He discusses the growth of EigenLayer's ecosystem and innovative security guarantees offered by restaking. Sreeram shares insights on how restaking can enhance both external protocols and Ethereum's security, touching on the balance between decentralization and efficiency. He also addresses ongoing questions about its impact on the validator set and the overall Ethereum scaling roadmap.

In this episode, the crew dives into discuss the 75% odds of an ETH ETF approval this month. They unpack the implications of ETH ETFs on crypto market structure and institutional adoption. The conversation also covers the evolving regulatory landscape and the backlash against Yuga Labs over their CryptoPunks moves. Finally, they debate the future outlook for NFTs, the return of retail, and the potential of ETH to power new web3 applications.- -Sei Labs believes the EVM is here to stay. By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications. Try out sei v2 devnet - visit the new sei.io to find out more- -Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price. Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.Join Flood tide campaign!https://flood.bid/bell-curve- -Follow Mike: https://twitter.com/MikeIppolito_Follow Michael: https://twitter.com/im_mandersonFollow Vance: https://twitter.com/pythianismSubscribe 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/- -Timestamps:(0:00) Introduction(2:21) ETH ETF Odds(10:19) Crypto's Bipartisan Support(25:35) Sei Ad(26:35) Flood Ad(27:34) Future of Crypto Regulation(41:24) Return of Retail Users?(55:43) Bullish Prognosis of NFTs- -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.

The podcast delves into the evolving landscape of restaking and shared security in blockchain. It traces the history from early iterations to specialized providers like Eigen Layer. The discussion analyzes market structure, challenges new entrants, and unpacks restaking's dual identities. Key topics include exporting security to other chains, upgrading base layer protocols, and risks to watch out for.

The podcast discusses the partisan nature of crypto regulation, GameStop saga, 'Low Carb Crusader' exploit. They explore the history of asset seizure, shifting political attitudes, and potential industry implications. Also, they talk about the SAB 121 bill, growing political divide, controversial crypto VC space, financial market dynamics, and cryptocurrency exploits with legal ramifications. The episode ends with reflections on asset selling amidst chaos and a Wormhole Foundation partnership.

Anatoly Yakovenko & Lucas Bruder discuss Solana's transaction problem, solutions for chain performance, priority fees, dynamic rent fee, MEV, and the future of Solana. They delve into stake-weighted QoS, block space enhancement, async execution, network optimization, token economics, Stake Net, MEV on Solana, and software upgrades in a multi-client protocol development.

The podcast discusses crypto regulation in the US, meme coins vs NFTs, challenges of annualizing returns, importance of crypto industry in the US, Ethereum's technical improvements, and institutional interest. Also explores cross-chain functionality, on-chain trading experiences, growth strategies, emergence of gaming devices in crypto, Ethereum's trading volume decline, and viability of Lightning integration at Coinbase.