Bell Curve

Blockworks
  • 0.0 (0)
  • INVESTING
  • UPDATED WEEKLY

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/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get 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

  1. Funding Abundance: Aave’s Vision for DeFi and Real-World Assets | Stani Kulechov

    10 HR AGO

    Funding Abundance: Aave’s Vision for DeFi and Real-World Assets | Stani Kulechov

    This week, we’re joined by Stani Kulechov, Founder of Aave Labs, to discuss the “Funding Abundance” thesis, highlighting DeFi’s capital efficiency, institutional adoption, and expansion into RWAs. We also dive into Aave V4’s modular hub-and-spoke architecture, the Aave app strategy, revenue realignment via “Aave Will Win,” RWA looping, and evolving net interest margins. Thanks for tuning in! Resources Funding Abundance: https://x.com/StaniKulechov/status/2023079479493452013?s=20 — The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables real-time, secure synchronization and settlement across asset classes on a shared, interoperable infrastructure. It’s the link between the promise of blockchain and the power of global finance, making finance flow as it should.  Learn more about the Canton Network here: https://www.canton.network/?utm_source=podcast&utm_medium=shownotes&utm_campaign=cantonprivacy&utm_id=blockworks -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code BELL200 to get $200 off your ticket! See you there! Tickets: https://blockworks.co/event/digital-asset-summit-nyc-2026 – Follow Aave: https://x.com/Aave Follow Stani: https://x.com/StaniKulechov Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (04:20) Funding Abundance & the State of DeFi (19:23) Canton Ad (20:02) The Aave App (39:17) Canton Ad (39:54 )New Phases of Growth (44:46) The Impact of RWAs (52:26) Net Interest Margin (56:08) Closing Comments —-- 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

    57 min
  2. Introducing Oneshot: The AI Arms Race and Crypto Market Consolidation | Michael & Vance

    3 DAYS AGO

    Introducing Oneshot: The AI Arms Race and Crypto Market Consolidation | Michael & Vance

    Welcome to Oneshot! OneShot is a new weekly podcast from Framework Ventures that explores the intersection of commodities, energy, AI, and emerging technology through a crypto lens. This week, Michael and Vance sat down to discuss progress on U.S. crypto market structure legislation, and industry consolidation. They also cover public versus private market dynamics, token valuations, AI adoption and workplace impact, and the capital-intensive competition among OpenAI, Anthropic, and xAI. Thanks for tuning in! Resources Dario Amodei — “We are near the end of the exponential”: https://youtu.be/n1E9IZfvGMA?si=S3aMCORIsQ__3TdE – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: http://bit.ly/4aytFti Subscribe on Apple: https://bit.ly/4aJwHen Subscribe on Spotify: https://bit.ly/4rZkkSt —- Timestamps (00:00) Introduction (01:30) What is Oneshot? (05:05) CLARITY Act Update (13:35) Crypto’s Capital Consolidation (25:44) AI Tools: Hype vs Reality (36:05) The AI Arms Race —-- Disclaimer: Nothing said on Oneshot 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. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

    49 min
  3. The New Rules of Crypto Distribution | Roundup

    4 DAYS AGO

    The New Rules of Crypto Distribution | Roundup

    This week, Mippo, Myles, and Xavier sat down to discuss market sentiment and Hyperliquid’s Policy Center, revisit the fat protocol thesis, and explore the evolving distribution strategies for crypto apps and infrastructure. Thanks for tuning in! — The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables real-time, secure synchronization and settlement across asset classes on a shared, interoperable infrastructure. It’s the link between the promise of blockchain and the power of global finance, making finance flow as it should.  Learn more about the Canton Network here: https://www.canton.network/?utm_source=podcast&utm_medium=shownotes&utm_campaign=cantonprivacy&utm_id=blockworks -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code BELL200 to get $200 off your ticket! See you there! Tickets: https://blockworks.co/event/digital-asset-summit-nyc-2026 – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (05:07) Market Sentiment (10:32) Hyperliquid Policy Center (13:07) Revisiting the Fat Protocol Thesis (18:26) Canton Ad (19:05) Gaining Distribution Today (35:53) Canton Ad (36:29) How Virality Impacts Distribution (51:23) AI’s Impact on Distribution (01:21:17) Closing Comments —-- 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, Xavier, Myles and our guests may hold positions in the companies, funds, or projects discussed.

    1h 23m
  4. What Makes a Good Token? | Roundup

    13 FEB

    What Makes a Good Token? | Roundup

    This week, Mippo, Myles, and Xavier sat down to discuss what makes a “good” token by revisiting token categories, token buybacks versus reinvesting revenue for growth, plus token distribution and emissions challenges. Thanks for tuning in! — The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables real-time, secure synchronization and settlement across asset classes on a shared, interoperable infrastructure. It’s the link between the promise of blockchain and the power of global finance, making finance flow as it should.  Learn more about the Canton Network here: https://www.canton.network/?utm_source=podcast&utm_medium=shownotes&utm_campaign=cantonprivacy&utm_id=blockworks -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code BELL200 to get $200 off your ticket! See you there! Tickets: https://blockworks.co/event/digital-asset-summit-nyc-2026 – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (03:45) DAS NYC 2026 (06:40) The Different Types of Tokens (14:03) Canton Ad (14:42) What Makes a Good Token? (29:00) Canton Ad (29:37) Token Buybacks (01:02:00) Token Allocations (01:08:30) Closing Comments  —-- 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, Xavier, Myles and our guests may hold positions in the companies, funds, or projects discussed.

    1h 12m
  5. Crypto’s Reality Check | Roundup

    7 FEB

    Crypto’s Reality Check | Roundup

    This week, Mippo, Myles, and Xavier sat down to discuss crypto’s massive selloff, divergence from equities, and the impact of large liquidations. They compare prior cycles, debate product-market fit versus token-led speculation, and discuss shifting focus toward stablecoins, prediction markets, RWAs, AI and crypto, and tougher VC funding standards. Thanks for tuning in! — The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables real-time, secure synchronization and settlement across asset classes on a shared, interoperable infrastructure. It’s the link between the promise of blockchain and the power of global finance, making finance flow as it should.  Learn more about the Canton Network here: https://www.canton.network/?utm_source=podcast&utm_medium=shownotes&utm_campaign=cantonprivacy&utm_id=blockworks – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (03:57) Crypto’s Divergence (19:31) The Bear Market (25:05) Canton Ad (25:44) Comparing Cycles (39:22) Canton Ad (39:59) Market Consolidation (45:31) Closing Comments —-- 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

    50 min

  6. 30 JAN

    The Infrastructure Behind Agentic Finance | Roundup

    This week, Mippo, Myles, and Xavier sat down to discuss agentic finance at the intersection of AI and crypto. They cover payment rails, emerging standards, agent trust and incentives, identity and collateral mechanisms, market competition, trading use cases, UX challenges, and broader implications for compliance, infrastructure, and value creation in AI-driven financial systems.Thanks for tuning in! Resources The Evolution of Open Source: https://youtu.be/9BwdBkGiFS0?si=Qpy-hjgPixyXLm1E The Intersection of AI and Crypto: https://youtu.be/OgisYpLfDNw?si=e29cpZYQk4cPbrlr – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- (00:00) Introduction (01:40) Overview of Agentic Finance (10:03) Emerging Standards (16:57) Competition in the Market (23:22) Will Agents Use Crypto Rails? (43:35) Using Agents for Trading (55:35) How Agentic Finance Changes the World —-- 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, Xavier, Myles and our guests may hold positions in the companies, funds, or projects discussed.

    1h 1m

  7. 23 JAN

    The Intersection of AI and Crypto: What Worked, What Didn’t, and What’s Next | Roundup

    This week, Mippo, Myles, and Xavier sat down to discuss the intersection of AI and crypto. They cover early hype, infrastructure and compute marketplaces, Bittensor, DePIN, data coordination, SaaS disruption, pricing models, compliance, and where long-term value may emerge.Thanks for tuning in! Resources Ribbit Capital Letters: https://www.ribbitcap.com/perspective – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (01:40) The Intersection of AI and Crypto (15:04) How AI Disrupts SaaS Businesses (20:08) The Major Categories of Crypto x AI (41:05) Thoughts on DePIN (51:03) Crypto x AI Going Forward —-- 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, Myles, Xavier and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

    1 hr

  8. 21 JAN

    Market Structure, Macro Volatility, and the Next Phase of Crypto | Michael Anderson & Vance Spencer

    This week, Michael and Vance discuss recent market volatility, crypto legislation,interest rate and housing market outlooks, Tom Lee and BitMine developments, AI industry consolidation, and emerging onchain business models. Thanks for tuning in! – Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- TIMESTAMPS (00:00) Introduction (01:21) Market Outlook (11:39) Interest Rates and the Housing Market (19:32) Thoughts on the Fed Chair (21:17) Tom Lee and BitMine (29:13) The AI Space Today (37:27) Cult Stocks (43:06) Lighter vs Hyperliquid (46:38) Closing Comments —-- 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, and our guests may hold positions in the companies, funds, or projects discussed.

    51 min
See All (325)

About

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/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get 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

Information

  • Channel
    Blockworks
  • Creator
    Blockworks
  • Years Active
    2022 - 2026
  • Episodes
    325
  • Rating
    Explicit
  • Copyright
    © 384141 Blockworks 2022
  • Show Website
    Bell Curve

More From Blockworks

You Might Also Like