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
Nov 21, 2023 • 1h 26min
Crosschain DEXs: The Next Frontier | Season 6 Episode 6
Today's podcast delves deep into interoperability, discussing different bridge architectures like atomic swaps, canonical bridges, and optimistic bridges. They explore intent-based protocols like Uniswap X and Across Protocol, reimagining bridges with third parties to enable faster, cheaper transfers. The team also discusses UX challenges in bridging assets across chains and the role of retail traders as cross-chain market makers.
Nov 17, 2023 • 1h 1min
The Chainlink End Game: CCIP, Link Restaking, and Competition | Roundup
Chainlinkgod.eth, a Link Marine legend, joins Bell Curve to discuss the past, present, and future of Chainlink. Topics include Chainlink's community origins, its role as a decentralized oracle network, CCIP for cross-chain messaging, real world asset tokenization, and the power of blockchain technology in various industries.
Nov 14, 2023 • 1h 17min
A Deep Dive into Batch Auctions | Season 6 Episode 5
Anna, co-founder of CowSwap, and Ludwig, Founder of Sorella Labs, join the podcast to discuss batch auctions. They explore how CowSwap utilizes batch auctions and how Sorella Labs addresses LVR for sustainable liquidity. The guests also discuss app layer innovation, MEV-conscious design, and the potential for decentralized price discovery. A deep dive into the world of batch auctions and liquidity enhancement in decentralized exchanges.
Nov 10, 2023 • 59min
Institutionalizing Crypto & The Return of the Bull Market | Roundup
Guests include Wintermute CEO Evgeny Gaevoy and the Near Foundation. Topics include market rally implications, Ethereum ETF approval, Wintermute controversy, rise of alternative L1s, and blockchain applications.
Nov 3, 2023 • 1h 13min
Token Season Review: The Hidden Costs of Airdrops | Roundup
The podcast discusses the return of token season in the crypto market, Solana's price explosion, and the debate on airdrop costs. They also explore Solana as an application platform and compare it to Ethereum. The podcast touches on fee structures, latency issues in decentralized exchanges, and the distinction between Bitcoin and Ethereum. Additionally, they analyze the economics of app chains and the relaxation of requirements.
4 snips
Nov 1, 2023 • 1h 3min
Solana vs Ethereum: Two Paths, One Endgame | Jon Charbonneau
Investor and researcher Jon Charbonneau discusses the adoption of SVM, rollups on Ethereum, the convergence of integrated and modular chains, the value of end-user verification, and the differences between Solana and Ethereum ecosystems. They also touch on writing about crypto and the importance of concise writing styles.
Oct 27, 2023 • 1h 2min
Recapitalizing the Degens and Identifying Cycle Catalysts | Roundup
The hosts discuss potential catalysts for recent price action in crypto, including the end of the rate hiking cycle and recapitalization of degens. They analyze the LayerZero proposal controversy and dubious Hamas fundraising claims. The rise of professional guilds and service providers for blockchains is explored, along with the recent proposal for an Arbitrum Coalition. They also discuss biased media coverage, data availability in journalism, and the paradox of modern life.
5 snips
Oct 24, 2023 • 1h 3min
The Rise of Crypto's Superapp | Fiskantes, Matti (Zee Prime Capital)
Fiskantes and Matti from Zee Prime Capital discuss the rise of crypto's superapp, the Fappening Thesis, middleware investments, establishing moats, the future of Web3 social, and the impact of crypto on equality.
Oct 20, 2023 • 1h 4min
Blackrock CEO: Crypto a 'Flight to Quality' | Round Up
Blackrock CEO discusses potential unlocks of a Spot BTC ETF, sentiment shift in TradFi, NY AG suing Gemini over crypto fraud. Also talks about GBTC conversion, Uniswap Labs fee switch, and BlackRock CEO's recent commentary on Crypto as investors' flight to quality. They also touch on stablecoins as a conduit for regulation and the macro outlook.
Oct 19, 2023 • 1h 26min
The Essential Guide to General and App-Specific Order Flow Auctions | Season 6 Episode 4
In this episode, Xin Wan from Uniswap Labs and Robert Miller from Flashbots discuss Order Flow Auctions (OFAs), analyzing different designs, market structures, and the role of off-chain components. They explore the price impact of information availability, the use case of intents, and the potential of simplified cross-chain interoperability. The chapter descriptions cover topics such as MEV share auctions, Uniswap X protocol, private RPCs, Dutch auctions, and the differences between general and app-specific OFAs.
