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
Oct 15, 2024 • 1h 26min
Deep Dive: Token Design | Guy Young & Kain Warwick
Guy Young, Founder of Ethena Labs, and Kain Warwick, Founder of Infinex, dive into the complexities of token design. They discuss whether tokens represent products or equity, explore the role of meme culture in value perception, and analyze BNB’s unique token structure. Guy and Kain tackle regulatory challenges faced by crypto startups, the nuances of token supply and redistribution strategies, and the balance between innovation and compliance. Their insights shed light on how market dynamics shape cryptocurrency value and investor expectations.
Oct 12, 2024 • 42min
Unichain’s Launch, Election Season’s Influence on Crypto, and Unveiling Satoshi’s Identity | Roundup
Michael Anderson, a crypto enthusiast and expert, discusses the launch of Unichain and its significant impact on the Uniswap protocol. He delves into the innovative Layer 2 technology it brings to DeFi, including improvements in liquidity and fee structures. The conversation also touches on how the upcoming US presidential elections might affect the crypto markets, highlighting the dynamics of polling versus prediction markets. Finally, they speculate on the elusive identity of Satoshi Nakamoto and its potential implications for Bitcoin.
Oct 9, 2024 • 2h 10min
L1 & L2 Token Value Capture | Jon Charbonneau
Explore the dynamic world of L1 and L2 tokens with insights into value capture and profitability. Discover how taxation impacts staking and the contrasting models of proof of stake and proof of work. Delve into the complexities of measuring network sustainability, especially between Ethereum and Solana. Learn about the importance of metrics like Total Economic Value and the implications of issuance for token holders. Finally, ponder whether any cryptocurrency can surpass Bitcoin's dominance in the future.
Oct 5, 2024 • 54min
The Continued Institutional Adoption of Crypto | Roundup
The hosts dive into the latest VP debate and its implications for crypto legislation. They discuss the evolution of crypto lending markets and the complexities of token vesting schedules. Visa's new tokenization platform sparks conversation about institutional crypto adoption. The panel reflects on the interplay between traditional and decentralized finance. They also tackle trading vs. long-term investing strategies, along with the impact of potential SEC leadership changes on the crypto landscape.
Oct 2, 2024 • 1h 16min
Sky Aave Force and the DeFi Renaissance | Stani Kulechov & Rune Christensen
Stani Kulechov, a DeFi innovator behind the Aave protocol, and Rune Christensen, co-founder of MakerDAO, dive into the dynamic world of decentralized finance. They discuss the rise of Sky Aave Force and the importance of collaboration in DeFi, highlighting how institutional interest is reshaping the landscape. The duo explores innovative product designs and brand strategies that appeal to younger audiences, signaling a cultural shift in the crypto realm. They also share insights into the ongoing 'DeFi Renaissance' defined by community engagement and sustainable economic models.
Sep 28, 2024 • 1h 9min
What's Next For Crypto After the Fed Rate Cut? | Roundup
Mippo, who engages in discussions at major crypto events like Token2049, Michael, focused on the memecoin market, and Vance, who analyzes the U.S. election's impact on crypto, tackle a range of exciting topics. They highlight the bullish shifts in market sentiment and explore the significance of upcoming elections on cryptocurrency regulation. The trio also delves into the vibrant crypto scene in Asia and the transformative effects of AI on B2B SaaS models, promising insights for both enthusiasts and investors alike.
Sep 25, 2024 • 1h 12min
How Bitcoin Prepared Us for the Memecoin Era | Murad Mahmudov
Murad Mahmudov, a cryptocurrency expert, bridges Bitcoin and memecoins, revealing the cult-like loyalty of their supporters. He discusses the rise of meme coins as a response to failing monetary systems and their evolving market dynamics. Mahmudov contrasts NFTs and meme coins, predicting greater growth potential for the latter. The conversation deepens with insights into psychological factors driving investment behavior and highlights the need for unconventional assets in the crypto landscape.
14 snips
Sep 20, 2024 • 1h 8min
Navigating the Expanding Rollup Landscape | Roundup
Mike and Myles dive into Solana's new crypto-centric phone, Seeker, discussing its potential to enhance blockchain adoption. They explore the current landscape of Layer 2 solutions, questioning when gas costs cease to be a major factor. The duo also examines key aspects of building effective rollups, focusing on user experience and security. Additionally, they reflect on the increased competition among L2s and innovative concepts like gasless transactions, highlighting the fast-evolving nature of the crypto world.
Sep 18, 2024 • 1h 4min
Rethinking Ethereum's Block Building: CommitBoost & Pre-Confirmations | Drew Van der Werff
Drew Van der Werff from CommitBoost delves into the future of Ethereum's block building process. He explains how CommitBoost aims to enhance censorship resistance and transaction efficiency. Key topics include the innovative use of inclusion lists and pre-confirmations, which could revolutionize transaction management. Drew also discusses the shift from a competitive to a collaborative framework in Ethereum design, emphasizing community engagement and the importance of public good development in the crypto space.
Sep 12, 2024 • 1h 10min
Atlas: Combining TradFi Performance With DeFi Transparency | Eugene & Frankie
Frankie, a representative from Paradigm, and Eugene from Ellipsis Labs share insights on the groundbreaking Atlas L2 private testnet. They discuss why Atlas leverages the Solana Virtual Machine, highlighting its advantages over Ethereum's architecture. The duo dives into transaction processing innovations and the importance of oracles for managing DeFi network volatility. They also explore the philosophical balance between first-party and third-party applications on the Atlas mainnet, underlining the need for a robust suite of financial tools.
