Bell Curve Blockworks

In this jam-packed episode, we dive into Starkware's million dollar initiative to scale Bitcoin with ZK tech, debate the implications of looming ETH ETF approvals, and discuss how the largest rate cutting cycle of our lifetimes could supercharge crypto. We also break down Coinbase's new Web3 wallet, the convergence of crypto infrastructure, and why Bitcoin DeFi faces an uphill adoption battle. Thanks for tuning in!
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Sei Labs believes the EVM is here to stay.

By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.

Try out sei v2 devnet - visit the new sei.io to find out more
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Follow Mike: https://twitter.com/MikeIppolito_
Follow Michael: https://twitter.com/im_manderson
Follow Vance: https://twitter.com/pythianism

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/
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Resources
OTM Clip
https://x.com/fejau_inc/status/1798366477479034988
Coinbase smart wallet
https://x.com/WatcherGuru/status/1798366017443557430
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Timestamps:
(0:00) Introduction
(1:12) Crypto's Partisan Momentm
(6:14) Trading the Ethereum ETF
(16:01) Sei Ad
(17:01) Largest Rate Cut of Our Lifetime
(28:50) Starkware Scaling BTC With ZK
(35:50) Converging Architecture
(44:13) Coinbase Smart Wallet
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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.tt and our guests may hold positions in the companies, funds, or projects discussed.

In this special episode, the Jason and Mike announce the launch of Expansion, a new Blockworks podcast focusing on the modular blockchain ecosystem. Expansion hosts Rex and NoSleepJon aim to explore the modular design concepts and architectural principles in the blockchain space. They highlight the benefits and challenges of modularity, the cultural and technical aspects, and how this new ecosystem is poised to disrupt existing technologies. Thanks for tuning in!
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Subscribe on YouTube: https://www.youtube.com/@expansionpod
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1

Follow Zon: https://x.com/ItsAlwaysZonny
Follow Keone: https://x.com/keoneHD
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps
(00:00) Introduction
(05:07) Modularity in Crypto
(18:50) Sovereignty & ZK with Modularity
(25:30) Value Accrual in Crypto
(35:11) Surviving Fragmentation
(43:23) Modularity Ecosystem Competition
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in!
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Subscribe on YouTube: https://www.youtube.com/@expansionpod
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1

Follow Zon: https://x.com/ItsAlwaysZonny
Follow Keone: https://x.com/keoneHD
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps:
(00:00) Introduction
(03:01) Modular vs Integrated
(11:24) Who are Appchains for?
(28:35) Composability in Modular World
(35:52) Monad's Endgame
(39:24) Importance of Decentralization
(47:42) Building Web3 Community
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we dive deep into the rapidly evolving world of liquid restaking. Our expert panel unpacks the history and rise of Liquid Restaking Tokens, exploring LRT design, yield strategies, the leverage dynamics between LRTs and Eigen Layer, and the potential impact of introducing multi-assets like Bitcoin. We examine the challenges posed by duration mismatches, the institutional appetite for liquid restaking, and the evolving market structure. Thanks for tuning in!

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Follow Sam: https://x.com/hxrts
Follow Kane: https://x.com/0xkrane
Follow Clayton: https://x.com/menzel_clayton
Follow Myles: https://x.com/MylesOneil
Follow Mike: https://x.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH- -
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Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.

If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz
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Timestamps:
(0:00) Introduction
(1:24) History & Rise of LRTs
(11:35) LSTs vs LRTs
(17:27) Kinto Ad
(18:21) Demand for Liquid Restaking
(34:19) Cosmos & Polkadot Lessons Learned
(50:06) Cosmos & Polkadot Lessons Learned
(1:00:18) Institutions & LRTs
(1:04:47) Multi-Asset Restaking
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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 this episode, the guys debate whether Democrats can reverse course before the upcoming election. They also discuss the rise and fall of meme coins, despite Iggy Azalea's recent token launch. The conversation then shifts to the challenges facing Bitcoin's L2 development, OpenAI's legal battles over celebrity rights and employee NDAs, and Nvidia's AI-fueled stock surge. Finally, they highlight Jito's launch of Stakenet on Solana and compare the diverging paths of Ethereum and Bitcoin L2s. Enjoy!
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Sei Labs believes the EVM is here to stay.

By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.

Try out sei v2 devnet - visit the new sei.io to find out more
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Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.

Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.

Join Flood tide campaign!
https://flood.bid/bell-curve
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Follow Mike: https://twitter.com/MikeIppolito_
Follow Michael: https://twitter.com/im_manderson
Follow Vance: https://twitter.com/pythianism

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/
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Timestamps:
(0:00) Consensus Vibes
(6:10) Are the Democrats Late?
(19:25) Sei Ad
(20:24) Flood Ad
(21:23) Celebrity Memecoins
(24:46) Future of Memecoins
(32:55) Aave, ENS, and Maker Chains
(43:51) ZK Tech Evolution
(45:56) Trademarking ZK
(49:01) Uniswap Business Source License
(50:17) AI Industry Endgame
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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.tt and our guests may hold positions in the companies, funds, or projects discussed.

In this episode we are joined by Sreeram Kannan, founder of EigenLayer, to discuss the current state and future potential of restaking. The conversation covers Eigenlayer's rapidly growing ecosystem of actively validated services (AVS), the different types of security guarantees made possible by restaking, and how restaking can benefit both external protocols and Ethereum itself. Sreeram shares his vision for how Eigenlayer fits into the broader Ethereum scaling roadmap and addresses some key open questions around restaking's impact on the Ethereum validator set and issuance. Thanks for tuning in!
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Follow Sreeram: https://x.com/sreeramkannan
Follow Myles: https://x.com/MylesOneil
Follow Mike: https://x.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH- -
--
Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.

If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz
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Resources
https://blockworks.co/podcast/bellcurve/d102eb6c-ae76-11ee-85e5-e74b0e5c20b0
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Timestamps:
(0:00) Introduction
(3:10) State of LRTs
(9:41) Supporting Native Staking
(21:18) Kinto Ad
(22:12) AVS GTM & Branding Strategy
(37:43) Types of Security
(1:02:05) AVS Tokens
(1:11:59) Restaking & Accelerating ETH Growth
(1:23:07) Pre-Confirmations Market Overview
(1:34:41) Eigen Layer Endgame
(1:39:25) Ethereum Issuance Debate
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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.