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
5 snips
Apr 12, 2024 • 1h 3min
The Battle of Restaking Platforms & Alt L1s | Roundup
This podcast delves into Uniswap's battle with the SEC, Bearchain's $100M raise, risks of hedging altcoins with perpetual futures, Circle and BlackRock bridging traditional finance with DeFi, implosion at lending protocol MarginFi, and competition in the restaking platform space.
Apr 9, 2024 • 1h 27min
Solana's MEV Inflection Point: Users vs Protocol | Deep Dive | Eugene & Lucas
Listen to Eugene from Ellipsis Labs and Lucas from Jito as they discuss Solana's MEV challenges, network congestion, user experience vs decentralization, spam prevention, meme coins, transaction fees, Solana L2 solutions, and economic rights in a lively podcast debate.
Apr 5, 2024 • 1h 6min
The Evolution of Crypto Venture Funds | Roundup
The podcast explores the new market structure in crypto, the impact of early liquidity on founders, Coinbase's impressive growth, and the role of collateral. They discuss decentralized interoperability platforms, DeFi protocols, financial innovation in angel investing, and trading experience enhancement. Also covered are crypto trading practices, personal anecdotes in stock market investments, liquid restaking dynamics, and the dichotomy between meme coins and fundamental coins.
Apr 2, 2024 • 1h 20min
Network Effects and Value Accrual in Crypto | S7 E7 | Kyle Samani
Kyle Samani from Multicoin Capital joins to discuss network effects in blockchain, anti-network effects caused by high gas fees, potential for blockchain in global finance, end state of L1 blockchains, value accrual in the crypto stack, importance of technological innovation vs. monetary characteristics in driving value
Mar 29, 2024 • 1h 9min
Are Crypto Market Cycles Changing for Good? | Roundup
Discussion on changing crypto market cycles and new market structures emerging, impact of early liquidity on founders, impressive growth of Coinbase's layer 2 Base, role of collateral and yield in crypto vs traditional finance. Exploring Wormhole as a decentralized interoperability platform, Swell's Liquid restaking token, and Flood as an optimal DEX aggregator. Navigating challenges in cryptocurrency investments, VC firm regulations, and strategies in the evolving crypto space. Exploring trends in crypto market cycles, DeFi success, and potential for increased asset movement.
Mar 26, 2024 • 1h 22min
Credible Commitments: How Pre-Confirmations Unlock L2 Interoperability | S7 E6 | Jonas & Murat
Exploring pre-confirmations in Ethereum Layer 2 solutions, decentralized sequencing vs. centralized sequencing, challenges in L2 landscape navigation, and the importance of interoperability for network resilience. Discussions on regulatory challenges in DeFi, network efficiency with sponsor ads, credibility in pre-confirmations, and the role of builders in blockchain transactions.
Mar 22, 2024 • 1h 21min
Restaking and Shared Security: Lessons from Cosmos, Polkadot, and Beyond | Roundup
Exploring restaking ecosystem developments, lessons from Cosmos and Polkadot, differences between LSTs and LRTs, Solana L2s. Discussions on Wormhole interoperability platform, Swell's rswETH, Flood DEX aggregator. Topics include meme coins, shared security, reward token system analysis, cross-chain interoperability, partnerships in crypto, staking evolution, and Layer 2 solutions.
Mar 15, 2024 • 1h 11min
Dencun: The Catalyst for Ethereum's L2 Vision | Roundup
The podcast discusses the impact of the Dankoon hard fork on Ethereum L2s, meme coin mania, AI investing craze, and the differences in the current crypto cycle. It also covers decentralized interoperability, liquid restaking, and DEX aggregation in the crypto space.
Mar 12, 2024 • 1h 6min
Debating the MakerDAO Endgame | Vance Spencer, Mark Phillips, and Hasu
Dive into MakerDAO's endgame with Vance, Mark, and Hasu. Topics include RWA adoption, subDAO structure, challenges in igniting demand for DAI, and finding product-market fit. Explore the evolution of MakerDAO, fair launch systems, ecosystem dynamics, organic demand for stablecoin Die, and building a robust network for user growth. Discover the potential of DAI and Maker in the crypto landscape.
Mar 8, 2024 • 1h 6min
Chainlink: From Price Feeds to Universal Cryptoeconomic Standards | Sergey Nazarov, Co-founder
Sergey Nazarov discusses Chainlink's evolution into a platform for data, compute, and cross-chain services. Topics include the Cross-Chain Interoperability Protocol, Internet of Contracts vision, and partnerships with Wormhole, Swell, and Flood Protocol. The podcast explores the shift to tokenization in financial market infrastructure, blockchain protocols, and the future impact of Chainlink on capital markets.
