Bell Curve

Brendan Farmer, Co-Founder of Polygon, discusses why no single blockchain can scale like the internet and introduces Polygon's Aggregation Layer. Topics include interoperability, ZK proof innovation, Polygon CDK, developer adoption, and novel use cases enabled by the Aggregation Layer.

The podcast covers topics such as the potential launch of an Ethereum ETF, the comparison between holding gold and having a Bitcoin hedge, the increase in Fidelity accounts due to buying Bitcoin, the value proposition of liquid restaking tokens and LIDO, the reasons for projects choosing Eigen layer, the valuation and roadmaps of entities like L1 and Lido, the challenges and potential of restaking modules, the importance of making users wealthy and aligned, and the potential of airdrops to attract new users.

Sam Hart and Illia Polosukhin join the hosts to discuss chain abstraction and its role in interoperability solutions. They explore topics such as user funds in cross-chain architectures, the use of zero-knowledge proofs, and the tradeoffs between shared security and chain sovereignty. They also touch on topics like wrapped Bitcoin, simplifying bridge implementation, the evolution of wallets, and the future of rollups.

Robbie Ferguson, guest from Immutable, discusses designing sustainable game economics and scaling blockchain games. They explore topics such as web3 games, true ownership of in-game assets, providing the best platform for developers, go-to-market approaches, creating sustainable game economies, and the inevitable breakout blockchain game. They also touch on notable figures in the tech industry and Elon Musk's compensation package and leadership.

Season 7 | Episode 2In today's episode Mike and Hart are joined by Christopher Goes, Founder of Anoma. Chris unpacks flawed assumptions baked into current blockchain design and explains his vision for an intent-centric topology. Chris critiques the limitations of existing virtual machines modeled on outdated centralized mainframes, arguing they cannot keep pace with user needs. The discussion then explores the two key phases of intents - counterparty discovery and settlement. Chris then elaborates how solver networks can connect and route intents across blockchains to unlock seamless interoperability. To close out they dig into how zero-knowledge proofs economically emulate inter-blockchain verification, greatly reducing computational overhead. Stay tuned for all of this and much more!--Follow Christopher: https://twitter.com/cwgoesFollow Hart: https://twitter.com/hal2001Follow Mike: https://twitter.com/MikeIppolito_Subscribe on YouTube: https://bit.ly/3R1D1D9Subscribe on Apple: https://apple.co/3pQTfmDSubscribe on Spotify: https://spoti.fi/3cpKZXH- -Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BELL10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!https://blockworks.co/event/digital-asset-summit-2024-london/home- -Timestamps:(0:00) Introduction: Blockchain Architecture Overview(13:06) Where did Blockchain go Wrong?(23:45) DAS London Ad (24:50) Intents Enabling Interop(34:01) Solver Networks(41:58) Intents in a Multichain Environment(48:35) Zero Knowledge Proofs & Emulations(1:02:51) Unbundling Ethereum the Asset & Protocol(1:19:00) Outro- -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.

Aiden Salzman, co-founder of Stride Labs, and John Charbonneau, general partner of DBA, join the podcast to discuss liquid staking and modular money. They delve into topics such as the architecture of the Stride protocol, using liquid staking tokens across rollups, managing validator sets, and the demand drivers for liquid staking adoption. The conversation also touches on incentive alignment, Ethereum liquid staking, and the potential of Celeste in the liquid-staking market.

In this podcast, they discuss the return of ETH as digital money, the growth of prediction markets, and the launches of liquid staking tokens. They also explore trends in L2 liquidity growth, increased demand for spot exposure, and the potential overlap of AI and crypto.

Hart Lambur, Co-founder of Across Protocol and UMA Protocol, joins Mike to discuss the emerging multichain endgame. They explore interoperability models, an intent-centric blockchain paradigm, and the unbundling of protocols. They also delve into network effects, shared security models, and the use of blockchain for incentivizing human behavior.

The podcast explores the dichotomy between Ethereum the protocol and Ethereum the Asset, discussing stake rates, liquid staking derivatives, and monetary policy. They delve into Ethereum's roadmap, tensions between control and exporting value, and optimizing protocol parameters. The debate on prioritizing Ethereum as a base layer protocol or as an asset is explored, along with the concept of tokens as revenue streams and the multi-chain world. The podcast also reflects on the viability of crypto products and frustrations with the Bitcoin community.

UMA and Flashbots collaborate on Oval, a new MEV capture mechanism. They discuss Oracle Extractable Value (OEV) and how Oval captures uncaptured MEV. Topics include high volatility trading, liquidations, auctions, programming auctions using oval, and the relevance of MEV in borrow/lend protocols and NFT platforms.