Bell Curve

Season 5 | Episode 5In this episode of Bell Curve, Mike and Myles are joined by adcv, chef at Steakhouse Financial, and Vance, Bell Curve RU Host & Framework Ventures co-founder. Zooming out, the team dives into the business approaches for MakerDAO and Lido. They explore value accrual for both protocols, the strategic directions, business models, and their endgame.- -Timestamps:(00:00) Intro: Pre-Interview(01:46) “Permissionless Ad”(02:42) Interview Start: Adrian & Vance(04:11) Liquid Staking for the Layman(13:30) End Game for Maker DAO & Lido(24:13) Governance Over Processes (26:11) Liquid Staking as a Service(40:18) LST Indices(44:31) The Future of Staking Router (49:53) Revenue Growth for Lido(54:51) Lido Bribe Fee Model(1:04:54) Recap: Post-Interview- -Follow adcv: https://twitter.com/adcv_Follow Vance: https://twitter.com/pythianismFollow Myles: https://twitter.com/MylesOneilFollow Mike: https://twitter.com/MikeIppolito_Subscribe on YouTube: https://bit.ly/3R1D1D9Subscribe on Apple: https://apple.co/3pQTfmDSubscribe on Spotify: https://spoti.fi/3cpKZXH- -Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -Resources:Steakhouse Financialhttps://twitter.com/steakfiADCV Liquid Staking as Bankshttps://www.adcv.xyz/steth-is-the-decentralized-reserve-currency/- -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.

In today’s episode, the fellas take a wide view on the industry, starting with a review on Paris EthCC, Apps vs Infrastructure, and the future of interoperability standards. We also discuss the launch of Worldcoin, why it’s important and what problems it may present. The conversation then turns to AI, the future of Twitter, Crypto regulation, and 2024 Presidential nominees. Enjoy!- -Follow Jason: https://twitter.com/JasonYanowitzFollow Mike: https://twitter.com/MikeIppolito_Follow Michael: https://twitter.com/im_mandersonFollow Vance: https://twitter.com/pythianismSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Resources:Worldcoinhttps://worldcoin.org/home-- Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023-- (00:00) Introduction(02:52) Paris EthCC(08:41) Apps vs Infrastructure(13:32) Interoperability Standards(17:23) DeFi 1.0, Liquid Staking, Derivatives, Stablecoins, & Spot Exchange(19:52) Trading Bitcoin, Apple, & Snapchat & the Knowledge of Hindsight(23:19) Bridges as Inventory Solutions(30:03) Worldcoin Update(36:00) AI vs Worldcoin Proof-of-Personhood(39:11) AI’s Impact on COGS(44:17) Gen Z’s Demand for Private Channels(45:39) Future of Twitter/X(49:52 Crypto Regulation Update(59:16) 2024 Presidential Nominee Review—Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Season 5 | Episode 4In this episode of Bell Curve, Mike and Myles are joined by Eigen Layer Founder Sreeram Kannan. They dive into Eigen layer's supply & demand sides, its interactions with Ethereum restaking, and the team's vision for the end game of Ethereum LSTs and restaking.- -Timestamps:(00:00) Intro: Pre-Interview(01:33) Interview Start: Sreeram(02:19) High Level Eigen Layer Overview(13:59) Supply & Demand Sides of Eigen Layer(14:23) “Permissionless Ad”(15:18) Supply & Demand Sides of Eigen Layer(26:06) Eigen Layer & Ethereum Restaking(37:24) Eigen Layer Demand Side(45:00) Vote Extensions & Proposal Commitments(49:15) Ethereum Restaking Prediction(55:20) Role of Eigen Layer Governance in Restaking(1:12:53) Eigen Layer & Liquid Staking(1:22:03) Future of Validator Services(1:31:05) Recap: Post-Interview- -Follow Sreeram: https://twitter.com/sreeramkannanFollow Myles: https://twitter.com/MylesOneilFollow Mike: https://twitter.com/MikeIppolito_Subscribe on YouTube: https://bit.ly/3R1D1D9Subscribe on Apple: https://apple.co/3pQTfmDSubscribe on Spotify: https://spoti.fi/3cpKZXH- -Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -Resources:Eigen Layerhttps://www.eigenlayer.xyz/https://twitter.com/eigenlayerhttps://forum.eigenlayer.xyz/Witness Chain (Proof of Decentralization)https://witnesschain.com/Vitalik Account Abstraction Talk EthCChttps://www.youtube.com/watch?v=iLf8qpOmxQc - -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.

In today's episode special edition cross-over episode Jason and Santi are joined by Michael, Co-founder at Framework Ventures and Co-host of the Bell Curve podcast. They cover EthCC Account Abstraction takeaways, Infinex, UniswapX, Chainlink CCIP & LayerZero, the VC landscape and MUCH much more. - -Follow Santi: https://twitter.com/santiagoroelFollow Jason: https://twitter.com/JasonYanowitzFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -ResourcesUniswapXhttps://twitter.com/Uniswap/status/1680955621343129600Infinexhttps://twitter.com/DefiantNews/status/1679838219201028097Chainlink CCIPhttps://twitter.com/chainlink/status/1680970793331613697Celo Move to L1https://blockworks.co/news/celo-return-home-ethereum-- Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023-- (00:00) EthCC(03:46) Account Abstraction & Crypto UX(06:48) Infinex: The CEX Killer?(10:25) UniswapX Release(17:19) Chainlink CCIP(27:43) LayerZero vs Chainlink(31:04) Policy Episode Takeaways(36:23) Thales(37:19) Kwenta(38:15) CoinDesk Acquired(41:25) Sequoia Shakes Up Crypto Arm(48:24) Crypto VC Competitive Landscape(52:16) Crypto VC Strategies & Investment Practices(01:03:13) Most Important Factor for L1s(01:12:43) Celo Transition to Ethereum L2—Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

This is an episode from Blockworks' new podcast Lightspeed! Lightspeed focuses on crypto projects that are pushing the limits of hardware and software to build first-class products. I'm dropping this Solana DeFi Panel episode here as I bet you'll want to add Lightspeed to your podcast lineup! Subscribe to Lightspeed by using the links below:Subscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDSolana DeFi is having a resurgence, and Solana DeFi Summer is a narrative that's starting to emerge. What's the catalyst behind this resurgence, and is it sustainable? We bring on Jarry Xiao, Lucas Bruder and MacBrennan Peet to find out. We discuss why Solana DeFi is seeing a resurgence, token incentives, CLOBS vs AMMs, metrics that define a healthy ecosystem, what's next for Solana DeFi, liquid staking and more.- -Timestamps:(00:00) Introduction(01:15) What’s Going on in Solana DeFi?(05:02) Token Incentives and Points(14:24) What Will Spark Solana's DeFi Summer?(15:56) Capital Efficiency: CLOBS vs AMMs(16:13) Is Solana a Consumer or Professional DeFi Chain?(25:46) The Best Metrics to Evaluate a DeFi Ecosystem(34:49) Jito Liquid Staking ad(35:55) Permissionless ad(36:55) Understanding Risk and Avoiding Crazy APYs(41:08) What’s Next for Solana DeFi?(44:10) Building on Solana vs L2s(50:41) Applications vs L1s: Who Owns the User Mindshare?(53:12) Who Will Use DeFi?(56:23) Your Most Controversial Crypto Take(01:09:09) Rapid Fire- -This episode is brought to you by Jito.Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!- -Follow Lucas:https://twitter.com/buffalu__Follow Jarry: https://twitter.com/jarxiaoFollow Macbrennan: https://twitter.com/macbrennanFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqSubscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -ResourcesJitojito.networkMarginFihttps://www.marginfi.com/https://twitter.com/marginfiEllipsis Labshttps://ellipsislabs.xyz/https://twitter.com/ellipsis_labsPhoenixhttps://twitter.com/PhoenixTrade_- - Disclaimers:Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed 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. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Izzy, Lido Head of Validators, and Oisín, Co-founder of Obol Labs, discuss the significance of solo staking, the importance of decentralization, distributed validator technology, the impacts of a staking router, the diversity of modules, Lido fee markets, restaking, and the intersection of liquid staking and restaking.

Uncommon Core - one of my favorite podcasts of all time - is back! This reboot is hosted by Hasu and Jon Charbonneau, two of the brightest minds in crypto. We are dropping their first episode here to share the news and because you’ll want to add this show to your podcast lineup!__In this episode, we explore Jon’s journey into crypto and our mutual passion for research and the writing process. We then give an overview of the key areas of crypto infrastructure today. Finally, we zoom into rollup decentralization roadmaps, and Jon shares a controversial new thesis about sequencer decentralization.__Timestamps:(00:00) Intro(02:42) Interview start(03:44) Jon's work week(08:04) ChatGPT & writing(10:57) Jon's start in crypto(14:45) How to pick things to work on(17:08) Outsider's perspective on crypto(19:05) Jon's research process(22:00) Jon's proudest moment in crypto(23:06) Crypto Infrastructure overview(29:58) Why crypto infrastructure is interesting(35:57) Rollup decentralization overview(42:44) Challenges decentralizing the sequencer(47:46) Ethereum vs Cosmos approach to governance & decentralization(53:35) User ability to opt out(56:37) Staking vs. governance deciding sequencers(01:08:31) L3s(01:13:34) Superchain(01:16:38) Summary of rollup decentralization(01:21:08) Outro__Hasu - https://twitter.com/hasuflJon Charbonneau - https://twitter.com/jon_charbUCC2 - https://twitter.com/UCC2_xyzWebsite - https://ucc2.xyz__Disclaimer: The material and information presented in this podcast is for general informational purposes only and should not be considered investment advice. The views, thoughts, and opinions expressed in this podcast are solely those of the speakers and are not the views of any entity or other person with whom the speaker is affiliated, including, without limitation, DBA Crypto, LLC. The “DBA Crypto” name and all forms thereof are the sole property of its owner, and its use does not imply endorsement of or opposition to any specific organization, product, or service.

In today’s episode, the guys reflect on the previous 12 months and take a temperature check on where we’re at in the current cycle. We also discuss the latest use case for RWA on-chain lending, with the Patek Philipe NFT loan, the recent new feature releases from Coinbase, and the potential for bipartisan crypto support on The Hill. We finish up reviewing the current seed stage climate, the death of the AI hype, and more! - -Timestamps:(00:00) Introduction(01:01) SEC vs XRP Review(09:33) Are We Experiencing a Sentiment Shift?(12:50) RWA On-Chain Lending Use Case: Patak Philipe NFT Loan (18:36) Current Investment Thesis (20:31) Year In Review & Changing Narratives(25:18) Coinbase News: L2 Base Launch & New Wallet-to-wallet Messaging (28:42) Bipartisan Crypto Support?(31:08) Future of Token/Equity Mix(32:01) Arkham Self-Sabotage?(33:05) Seed Stage Climate(34:48) Is the Pivot to AI Dead?- -Follow Jason: https://twitter.com/JasonYanowitzFollow Michael: https://twitter.com/im_mandersonFollow Vance: https://twitter.com/pythianismSubscribe on YouTube: https://bit.ly/3R1D1D9Subscribe on Apple: https://apple.co/3pQTfmDSubscribe on Spotify: https://spoti.fi/3cpKZXH--Research, news, data, governance and models – now, all in one place. As a listener of Bell Curve, you can use code "BELLCURVE10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/--Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Resources:Coinbase: Introducing Basehttps://www.coinbase.com/blog/introducing-baseCoinbase: Wallet Messaginghttps://www.coinbase.com/blog/say-gm-with-messaging-on-coinbase-wallet- -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.

Season 5 | Episode 2In this episode of Bell Curve, we are joined by previous Bell Curve Host, Hasu. Serving as Strategic Advisor for Lido DAO Hasu shares his unique perspective on the current state of Liquid Staking Derivatives (LSDs), Lido Protocol's history & decentralization efforts, LSD winner-take-all market structure, and co-opetition & restaking risks.- -Timestamps:(00:00) Intro: Pre-Interview(02:00) Interview Start(02:39) The State of Liquid Staking(09:09) The History of Lido(19:58) The Evolution of LSD Market Structure(42:17) Checks & Balances for Lidool(53:14) The Current State of Lido Protocol(1:02:37) Lido: The Winner Taking All(1:10:18) Restaking & Co-opetition (1:27:09) Recap: Post-Interview--Follow Hasu: https://twitter.com/hasuflFollow Myles: https://twitter.com/MylesOneilFollow Mike: https://twitter.com/MikeIppolito_Subscribe on YouTube: https://bit.ly/3R1D1D9Subscribe on Apple: https://apple.co/3pQTfmDSubscribe on Spotify: https://spoti.fi/3cpKZXH- -Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -Resources:Dune Dashboard on LSD Market Structurehttps://dune.com/maverick_cap/lsd-trackingSasha - Cosmos Booklet for Governance Decisionshttps://twitter.com/culturalobjects/status/1541934637907329029?s=20Vitalik - "The Bitcoin Maximalist" April 1st Publishhttps://vitalik.ca/general/2022/04/01/maximalist.html- -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.

In today’s episode Mike is joined by Blockworks Analysts team members, Dan and Westie. The guys breakdown airdrop functionality and future liquidity provisions. We also discuss what the future of Solana and the development of DEXs within its ecosystem. The conversation then turns to LSDs, with our Analyst Westie breaking down leverage staking, AMM liquidity, LSD baskets, LSD-backed stables, and interest rate derivatives. We then close out on the continued Azuki drama, the wider NFT impacts, what’s in store for DeFi, Lido's stETH Treasury approval and more!- -Timestamps:(00:00) Introduction(00:46) Airdrops Functionality & Liquidity Provisions (18:40) Solana’s Future(30:10) The State of LSDs(39:55) Azuki Update & Wider NFT Impact(50:21) DeFi 1.0 & Future Development(1:00:59) Lido's stETH Treasury Approval- -Follow Mike: https://twitter.com/MikeIppolito_Follow Dan: https://twitter.com/smyyguyFollow Westie: https://twitter.com/WestieCapitalSubscribe on YouTube: https://bit.ly/3R1D1D9Subscribe on Apple: https://apple.co/3pQTfmDSubscribe on Spotify: https://spoti.fi/3cpKZXH--Research, news, data, governance and models – now, all in one place. As a listener of Bell Curve, you can use code "BELLCURVE10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/--Use code PODS20 to get 20% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Resources:1000x podcasthttps://spoti.fi/436lDlGhttps://blockworks.co/podcast/0xresearch- -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.