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
11 snips
Jun 10, 2025 • 1h 13min
0xResearch Cross-Post: How Should We Value Hyperliquid?
Tolks, a crypto analyst specializing in Hyperliquid and crypto policy, offers insights into the HyperEVM and its traction in Solana. The discussion revolves around Hyperliquid's valuation amid the evolving market. They explore builder codes, revenue models, and the impact of market sentiment. Tolks critiques traditional practices while emphasizing Hyperliquid's unique position in the decentralized exchange landscape. The conversation also touches on recent token buybacks and the future growth potential of the HYPE token.
14 snips
Jun 6, 2025 • 58min
PumpFun’s Impact on Solana, Circle’s IPO, and Elon and Trump’s Feud | Roundup
Elon Musk and Donald Trump’s ongoing feud takes center stage, sparking discussions on its market impacts. The demand for Circle's IPO is analyzed, highlighting its role in the stablecoin landscape. PumpFun's ambitious $1 billion token sale is explored, alongside the evolving dynamics of the memecoin market. Further, the potential necessity of crypto foundations is questioned, raising intriguing points about the future of decentralized finance. This lively conversation weaves together politics, technology, and investment trends.
19 snips
Jun 3, 2025 • 41min
Lightspeed Cross-Post: The State of Solana DeFi With Kyle Samani & Chris Heaney
Kyle Samani, Managing Partner at Multicoin Capital, and Chris Heaney, Co-founder of Drift, explore the dynamic world of Solana DeFi. They discuss the evolving market structure, innovations in liquidity mechanisms, and the competitive landscape, focusing on improving trading experiences. Samani delves into long-term staking's impact on liquidity, while Heaney highlights Axiom's success in merging meme coins with perpetual contracts. They also touch on the integration of Bitcoin and the challenges posed by quantum computing in the DeFi space.
48 snips
May 30, 2025 • 1h 4min
OpenAI, Hyperliquid, and the Internet's Next Growth Phase | Roundup
The discussion kicks off with insights on Sam Altman and Jony Ive's collaboration, and how consumer applications are evolving. The shifting power dynamics between San Francisco and New York in tech and finance are analyzed. Hyperliquid's impressive growth in decentralized exchanges is dissected, revealing its competitive strategies. The talk also covers how generational views shape perceptions of cryptocurrency, alongside an exploration of investment strategies and the future of ICOs, emphasizing the need for transparency and deeper engagement.
34 snips
May 27, 2025 • 1h 4min
Empire Cross-Post: The Bull Case For Ethereum | Tom Dunleavy & Ryan Berckmans
In this discussion, Ryan Berckmans, an ETH OG and crypto investor, joins Tom Dunleavy, Head of Venture at Vibra Capital, to dive into the bullish potential of Ethereum. They explore Ethereum’s pivotal shifts, the intricate role of Layer 1 versus Layer 2 solutions, and the impact of the new Etherealize team on its competitiveness. The duo also highlights the importance of capital flow, community engagement, and innovation for Ethereum's future in a rapidly evolving crypto landscape.
18 snips
May 23, 2025 • 1h 6min
Entering Ethereum’s New Era | Tomasz Stańczak
Tomasz Stańczak, Co-Executive Director at the Ethereum Foundation, sheds light on Ethereum's evolving culture and ambitious goals. He discusses the dominance of Ethereum in DeFi and the importance of scaling through innovative solutions. The conversation delves into real-time proving breakthroughs and how Ethereum can adapt to institutional challenges. Stańczak also highlights the need for community collaboration and engagement in shaping a user-friendly future for the platform.
12 snips
May 20, 2025 • 1h 1min
0xResearch Cross-Post: The Bandwidth Bottleneck Holding Blockchains Back | DoubleZero
Austin Federa, co-founder of Double Zero and former Solana Labs member, joins Mateo Ward, co-founder of Malbec Labs, to explore crucial bandwidth limits in blockchain technology. They discuss how DoubleZero aims to enhance network performance and scalability. The conversation dives into validator economics, innovative incentive models, and the importance of decentralized data routing. They also touch on the competitive landscape of blockchain and the technological advancements necessary to optimize performance and drive the evolution of decentralized networks.
May 16, 2025 • 57min
Ethereum Is Running Away With DeFi | Roundup
The podcast dives into Ethereum's impressive momentum in the DeFi space alongside its solid institutional adoption. It contrasts Ethereum's finance-first approach with Solana's consumer-focused model. The hosts analyze how innovative funding models are changing venture strategies, while also navigating the regulatory landscape affecting cryptocurrencies. They address the implications of political uncertainty on market dynamics and explore recent security challenges within the crypto ecosystem.
35 snips
May 13, 2025 • 1h 29min
Hyperliquid’s Bold Vision for DeFi | Jeff Yan | S9 E3
Jeff Yan, Co-founder of Hyperliquid and a veteran in market making, shares insights on building a decentralized exchange. He discusses Hyperliquid's push to create an L1 and the innovative trading tech designed to enhance usability. The conversation touches on the evolution of perpetual DEXs and the integration of spot markets, alongside strategies to mitigate miner extractable value (MEV). Jeff also emphasizes the importance of empowering builders in DeFi, fostering a collaborative and sustainable ecosystem for innovative project development.
23 snips
May 9, 2025 • 51min
Lightspeed Cross-Post: Can Ethereum Scale The L1? | Weekly Roundup
This week, the hosts tackle a critical bug fix in Solana linked to zero-knowledge proofs and its implications for security. They dive into Ethereum's ambitious pivot towards improving Layer 1 scalability, discussing the intricate balance between decentralization and performance. Insights into the evolving DEX landscape on Solana reveal competitive dynamics, particularly with newcomers like 1inch challenging established players. The conversation emphasizes how aligned incentives among node operators can shape the future of blockchain technology.
