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
Jan 19, 2024 • 1h 18min
TradFi Embracing Crypto, Private Equity Froth, and Macro Headwinds | Roundup
Two guests from Framework Ventures join the host to talk about macro sentiment, excess in private market deals, BTC ETF flow implications, overturning the Chevron doctrine, liquid staking incentives, and potential addressable markets. They also discuss restaking, election cycles' impact on the crypto market, traditional financial institutions embracing crypto, competition in crypto ETFs, Ethereum gas fees, and industry changes. A partnership with the Wormhole Foundation is mentioned.
Jan 16, 2024 • 1h 6min
Solana's Local Fee Markets Aren't Real | Eugene Chen
Eugene Chen, co-founder of Ellipses Labs, Phoenix Protocol, and Umbra Research, discusses Solana's local fee markets, MEV on Solana, app-specific MEV, Solana's DeFi risk, Phoenix's limit order book, and the importance of understanding infrastructure for app developers.
Jan 12, 2024 • 1h 10min
Quantifying Maker Protocol: Revenue Analysis, Risk Frameworks and Stability Levers | Roundup
The podcast discusses Maker Protocol's evolution into a cash flow machine, including its financials, revenue streams, and balance sheet metrics. They also explore Maker's decentralized governance plans, moves into real-world assets, and associated risks and revenue opportunities. The podcast delves into Vitalik's proposal to raise gas limits, Ethereum's role as a settlement layer, and the impact of performance on rollups and value accrual. They also discuss the advantages and disadvantages of using native tokens as a primary currency for transactions in Layer 2.
Jan 9, 2024 • 1h 13min
Converging Cosmos & Ethereum: A Restaking & Shared Security Deep Dive | Sreeram & Zaki
Zaki, an expert in Sommelier Finance, and Sreeram, a specialist in Eigenlayer, join the podcast to discuss the converging visions of Ethereum and Cosmos. They delve into restaking as a bridge between the two ecosystems, shared security, attributable versus pooled security, and the optimization of staking models. They also explore the limitations of Ethereum, the potential of Eigenlayer, and the convergence of large capital currencies.
Jan 6, 2024 • 1h 15min
Unpacking Ethereum's Demand Drivers, Commodity Attributes, and Evolving Roadmap | Roundup
This podcast delves into Ethereum's roadmap, demand drivers, and commodity attributes. They discuss rollups, scalability, centralization concerns, and the debate around Ethereum's complexity. They compare Ethereum to Bitcoin, explore if Ethereum can be 'money,' and analyze the demand side. They also cover rollup sovereignty, the economics of native tokens vs ETH, and Stride's liquid staking proposal.
Jan 2, 2024 • 57min
Alluvial: The Enterprise-Grade Liquid Staking Standard | Mara Schmiedt
Mara Schmiedt, co-founder and CEO of Alluvial, discusses the role of liquid staking in the crypto market, the introduction of service level agreements (SLAs), the target customer segment, and the future of liquid staking. They also touch on the significance of KYC in the minting process and the potential expansion of the protocol into other chains and networks.
Dec 29, 2023 • 1h 4min
Jupiter: The Aggregator Fueling Solana’s GDP | Meow
Meow, co-founder of Jupiter, joins to discuss building crypto's leading aggregator on Solana. Topics include Jupiter's success, the switch to Solana from Ethereum, the future of Jupiter, airdrop philosophy, trading across multiple markets, user experience, and potential advancements in payment systems, gaming, and social networks.
Dec 27, 2023 • 1h 26min
Fee Markets: How Blockchains Price Scarce Resources | Pranav Garimidi & Sam Hart
Blockchain fee market expert, Pranav Garimidi, and blockchain fee market analyst, Sam Hart, join Mike to discuss the challenges of balancing spam prevention with positive user experience. They dive into fee structures in major chains like Solana, unpack the "fee market fallacy," explore fee burning debates, and analyze the use of credits to shape user behaviors. They also discuss the origins of fee markets in Bitcoin, innovations in Ethereum's EIP-1559, and the future of pricing scarce resources in blockchains.
4 snips
Dec 22, 2023 • 1h 17min
Our 2024 Crypto Predictions | Roundup
The podcast covers predictions and outlooks for major cryptocurrencies, including Bitcoin, Ethereum, Solana, and Cosmos. They discuss the evolution of crypto, key players, and top investors. The speakers also share their biggest winners and flops of 2023. Topics include ZK EVMs, bitcoin's institutionalization, the future of blockchain technology, and the rise of a certain cryptocurrency. They explore NFTs in 2024, predict a big comeback year, and discuss market flops, winners, and predictions for 2024.
Dec 19, 2023 • 1h 5min
DEXs: Minimizing MEV, Fee Market Developments, and Superior DEX Designs | Season 6 Episode 8
In this season finale, the hosts discuss key themes such as the impact of blocktimes on MEV, innovations in fee market structures, and rethinking metrics like TVL. They also explore the role of passive liquidity providers, the potential of decentralized exchanges, and the challenges they face. The podcast ends with a discussion on Uniswap V4 and the importance of getting experiences right.
