Bell Curve

In this episode of Bell Curve, we debate the future of L1s and the new projects hitting the crypto scene. Has the window closed for a new competitor? Or will the hot ball of money find new, niche projects that don't have the tech debt of the L1 dinos?We also explore the future of CLOBs vs AMMs, the potential rollup future, Maker DAO's end game and a few of our favorite memes.- -Timestamps:(00:00) Intro(01:16) DXY strong & macro(05:39) L1 majors performance review(08:38) Avalanche lawsuit(17:08) DeFi’s pitiful performance vs ETH(21:08) New L1s, do they have a chance?(31:19) Are CLOBs the future?(35:59) Arbitrum Nitro & the Rollup thesis(45:47) MakerDAO’s end game & the future of OG DeFi(1:05:17) Aave update & Michael Saylor tax evasion(01:10:28) Tweet of the week, memes and more- -Follow Vance: https://twitter.com/pythianismFollow Michael: https://twitter.com/im_mandersonFollow Mike: https://twitter.com/MikeIppolito_Follow Jason: https://twitter.com/JasonYanowitzFollow Bell Curve: https://twitter.com/thebellcurvepodSubscribe on YouTube: https://bit.ly/3R1D1D9Subscribe on Apple: https://apple.co/3pQTfmDSubscribe on Spotify: https://spoti.fi/3cpKZXH- -Resources:Avalanche Allegationshttps://cryptoleaks.info/case-no-3Rune's "free float" DAI posthttps://bit.ly/3RskrDL- -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 1 | Episode 1In this episode of Bell Curve, Jason and Mike are joined by Vance Spencer and Michael Anderson from Framework Ventures to discuss the next era of DeFi. We discuss the core advantages of DeFi over CeFi, the state of crypto's derivatives market, DeFi yields, DAO capital markets and what to expect in the next bull cycle. - -Timestamps:(00:00) Intro(02:12) CeFi’s Epic Implosion(15:57) How Leverage Works in DeFi vs CeFi(22:11) DeFi Options and Derivatives(27:06) DeFi’s 4 Main Advantages Over CeFi(32:10) Who Are the Borrowers That Will Fuel the Credit Boom? (36:06) Crypto’s Risk-Free Rate & New Innovations(51:56) DAO Capital Markets(54:18) What Should We Expect Next Cycle?(01:01:04) Post Interview: Takeaways- -Follow Vance: https://twitter.com/pythianismFollow Michael: https://twitter.com/im_mandersonFollow Mike: https://twitter.com/MikeIppolito_Follow Jason: https://twitter.com/JasonYanowitzFollow Bell Curve: https://twitter.com/thebellcurvepodSubscribe on YouTube: https://bit.ly/3R1D1D9Subscribe on Apple: https://apple.co/3pQTfmDSubscribe on Spotify: https://spoti.fi/3cpKZXH- -Resources:Perpetual Futureshttps://en.wikipedia.org/wiki/Perpetual_futures- -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, and our guests may hold positions in the companies, funds, or projects discussed.

Season one of Bell Curve revolves around our DeFi credit boom thesis. Simply put, CeFi's implosion will create a DeFi credit boom that will bring new users and fixed-rate lending markets to DeFi.What products will be created? Who will be the users of these products? Where will capital flow first?These are a few of the questions we'll explore as we put our thesis to the test. Join Jason and Mike in this season one pilot episode, where we provide context for our thesis and explain what you should expect in the upcoming episodes.If you consider yourself a curious degen, builder or investor: this show is for you.- -Follow Mike: https://twitter.com/MikeIppolito_Follow Jason: https://twitter.com/JasonYanowitzFollow Bell Curve: https://twitter.com/thebellcurvepodSubscribe on YouTube: https://bit.ly/3R1D1D9Subscribe on Apple: https://apple.co/3pQTfmDSubscribe on Spotify: https://spoti.fi/3cpKZXH- -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, and our guests may hold positions in the companies, funds, or projects discussed.