Bell Curve

Blockworks
  • 5.0 (1)
  • 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. 2 DAYS AGO

    Predictions for 2026

    This week, Mippo, Myles, and Xavier sat down to discuss their predictions for 2026! They cover ecosystems, corporate chains, DeFi themes, venture capital, prediction markets, and AI.Thanks for tuning in! Resources 2025 Year in Review: https://youtu.be/b3OMNMqMof0?si=q5Or5Vcc00kEwxbO Mippo’s 2026 Predictions: https://x.com/MikeIppolito_/status/2006813164768571857 Mippo on Bankless: https://youtu.be/4R0Xi-XTkt8?si=Hjs4mi3VolsDXs6S — Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod – 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 (01:43) 2026 Overview (11:07) Katana Ad (11:29) Ecosystem Predictions (27:49) Katana Ad (28:21) DeFi Predictions (56:37) Venture Capital Predictions (01:04:55) Prediction Markets in 2026 (01:12:35) Thoughts on AI (01:17:51) 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, 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.

    1h 21m

  2. 26/12/2025

    2025 Year in Review

    This week, Mippo, Myles, and Xavier sat down for the 2025 Year in Review! They cover the biggest winners and losers of 2025, the best and worst calls of the year, the comeback story of the year, and more. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- 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: (0:00) Introduction (4:52) 2025 Retrospective (15:25) Biggest Winners of 2025 (21:24) Katana Ad (21:53) Biggest Losers of 2025 (29:55) Comeback Story of the Year (36:31) Most Overhyped Project of 2025 (43:24) Rookie of the Year (48:02) Katana Ad (48:40) Best Calls of the Year (54:00) Worst Calls of the Year (58:29) Ponzi of the Year (1:03:58) Best Conference of the Year (1:05:45) Cockroach of the Year (1:11:55) Most Underrated Project of the Year -- 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.

    1h 19m
  3. 2026 Predictions with Michael Anderson and Vance Spencer

    19/12/2025

    2026 Predictions with Michael Anderson and Vance Spencer

    This week, Michael and Vance joined the show to recap everything that happened in 2025, and give their predictions for 2026. They cover the CLARITY Act, stablecoin growth, prediction markets, and more. Enjoy!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: (0:00) Introduction (3:05) 2025 Recap (13:25) The CLARITY Act's Impact (26:07) Is This the End of the Four Year Cycle? (30:30) Stablecoin Growth in 2026 (41:21) The Crypto VC Dynamic (52:30) Outlook on Prediction Markets (57:09) 2026 Macro Outlook -- 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.

    1h 8m

  4. 19/12/2025

    Fixing Crypto’s Broken Token Structures | Roundup

    This week, Mippo, Myles, and Xavier sat down to discuss recent events in crypto governance, including Uniswap’s unification plan, Aave’s internal conflict, and Circle’s acquisition of Axelar’s core developers. They dive into token and equity misalignment, investor protections, regulatory challenges, valuation implications, and potential future structures for decentralized protocols. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- 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: (0:00) Introduction (4:14) The Token vs Equity Dilemma (28:11) Katana Ad (28:39) The Perfect Formula (38:50) The Axelar Situation (52:03) Katana Ad (52:41) Corporate Token Launches & Token Buybacks (59:43) 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.

    1h 3m

  5. 11/12/2025

    The Return of Corporate Blockchains | Roundup

    This week, Mippo, Myles, and Xavier sat down to discuss the resurgence of corporate blockchains, tracing their evolution from early “blockchain not Bitcoin” initiatives to today’s enterprise adoption. They analyze the various blockchain models, design tradeoffs, regulatory and strategic factors, and how companies like Stripe and Robinhood approach blockchain integration, and governance. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- 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: (0:00) Introduction (5:40) The Origins of Enterprise Blockchain (16:11) Katana Ad (16:39) The Different Types of Blockchains (33:22) Katana Ad (34:00) Design Tradeoffs (40:51) What if Corporate Chains Win? (1:07:12) Path Dependency -- 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.

    1h 20m

  6. 05/12/2025

    Platforms in Crypto: The Next Phase of Crypto Growth | Roundup

    This week, Mippo, Myles, and Xavier sat down to discuss platforms in crypto. They define what a platform is, explore Ethereum and Solana as tech platforms versus monetary assets, and debate the merits of product-led vs. developer-led growth go-to-market strategies. They also dive into the challenges of building and scaling ecosystems, and give their thoughts on where true platform value resides in crypto. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- 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 Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:25) Defining a Platform (12:06) Katana Ad (12:35) Is Ethereum a Tech Platform? (19:18) Product Led Platforms vs Developer Platforms (32:56) Ethereum Foundation vs Solana Foundation (39:04) Katana Ad (39:41) Go-to-market Strategies Today (52:35) Where Should Teams Focus? (1:01:41) True Platforms In Crypto -- 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.

    1h 14m
  7. Breaking Down Uniswap’s Fee Switch and UNIfication Proposal | Hayden Adams & Jesse Walden

    26/11/2025

    Breaking Down Uniswap’s Fee Switch and UNIfication Proposal | Hayden Adams & Jesse Walden

    In this episode, we’re joined by Hayden Adams and Jesse Walden to discuss Uniswap’s “fee switch”. We cover the proposed “UNIfication” structure, protocol fee mechanics, DUNA legal framework, front-end fee removal, investor alignment, retroactive token burns, and the proposal’s potential industry impact. Thanks for tuning in! -- Resources Uniswap’s UNIfication Proposal: https://gov.uniswap.org/t/unification-proposal/25881 Establishing Uniswap as “DUNI”: https://gov.uniswap.org/t/governance-proposal-establish-uniswap-governance-as-duni-a-wyoming-duna/25770 -- Follow Hayden: https://x.com/haydenzadams Follow Jesse: https://x.com/jessewldn 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 Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:09) Unisocks Lore (2:44) The Gensler Years (14:17) The UNIfication Proposal (25:00) Turning Off Frontend Fees (37:52) Uniswap Design & Investor Alignment (47:38) Retroactive Token Burn (51:14) Could Uniswap Labs Ever Go Public? (55:42) Token Value Accrual -- 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.

    59 min
  8. Revenue Meta, RWA Looping & Uniswap Fee Switch | Roundup

    14/11/2025

    Revenue Meta, RWA Looping & Uniswap Fee Switch | Roundup

    This week, we break down the violent selloff across equities and crypto, how real revenue, institutional capital, and RWA-looping are reshaping which assets survive. We also discuss the rise of institutional lending markets, Uniswap’s long-awaited fee switch proposal, and why retail-driven tokenomics are dead while fundamentals and sustainable business models take over. Enjoy! -- 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_sourc…  -- Follow Michael: https://x.com/im_manderson    Follow Vance: https://x.com/pythianism  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  Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠  -- Timestamps: (0:00) Introduction (2:07) Are Markets Cooked? (8:28) Bell Curve Announcement (11:08) Canton Ad (11:53) On-Chain Lending Markets (18:52) Institutional vs Retail Audience (23:34) The Future of RWAs (27:43) Canton Ad (28:26) Uniswap Fee Switch Proposal (39:05) Are DATs Dead? (41:55) Lessons for the Future (50:40) Final Thoughts -- 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 (315)

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
    315
  • Rating
    Explicit
  • Copyright
    © 384141 Blockworks 2022
  • Show Website
    Bell Curve

More From Blockworks

You Might Also Like