Bell Curve

Blockworks
Bell Curve

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.

  1. 1 天前

    Our 2025 Crypto Predictions | Roundup

    In this episode, Michael, Vance, and Mippo discuss their 2025 predictions! They cover their macro outlook, and crypto specific predictions for next year. They also ask themselves - Will the L1 trade ever die? Will ICOs return? Are crypto founders returning to America? Thanks for tuning in! Resources 2024 Predictions Episode: https://youtu.be/6V0hWs_CCFg?feature=shared 2025 Predictions: https://x.com/pythianism/status/1869522809212543204 Steakhouse Financial’s Thoughts on the Polygon Bridge Drama: https://x.com/SteakhouseFi/status/1869506052242407645 — Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen! This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum. You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4 -- This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/ – 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/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx —- (00:00) Introduction (02:50) 2025 Macro Predictions (20:04) 2025 Crypto Predictions (41:40) Uniswap Ad (42:36) Will the L1 Trade Ever Die? (49:22) Crypto is Coming Back to America (55:57) Will ICOs Return? (57:12) The IPO Market (01:05:01) Bridged Asset Drama —-- 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.

    1 小時 13 分鐘
  2. Morpho: Ushering in DeFi’s Next Era | Paul Frambot

    4 天前

    Morpho: Ushering in DeFi’s Next Era | Paul Frambot

    In this episode, Paul Frambot, Co-founder and CEO of Morpho Labs, joined us to discuss the history of Morpho, TAM and network effects for primitive protocols, and what Morpho does today. Additionally, he gave his thoughts why a simple codebase is important, and how TradFi distribution will come onchain. Finally, we unpacked the recent trends in DeFi, importing yield, and institutional adoption of crypto.  Thanks for tuning in! -- Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen! This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum. You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4 -- Follow Morpho: https://x.com/MorphoLabs Follow Paul: https://x.com/PaulFrambot 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/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (2:15) The History of Morpho (11:29) Tradeoffs Between Immutable Code And Innovating (18:13) TAM And Network Effects For Primitives (25:24) Forking Code And LP Behavior (29:05) Uniswap Ad (29:58) What Does Morpho Do Today? (35:50) Why Is A Simple Codebase Important? (40:43) Risk Curators and TradFi Distribution Channels (48:35) Recent Trends In DeFi (53:07) Importing Yield And The Institutional Cycle -- 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.

    1 小時 2 分鐘
  3. The Attention Economy, Hyperliquid’s Success, and New Asset Classes | Roundup

    12月13日

    The Attention Economy, Hyperliquid’s Success, and New Asset Classes | Roundup

    In this episode, Mike Ippolito and Michael Anderson reflect on some of their 2024 predictions, discuss the attention economy and memecoin activity, and Hyperliquid’s success. They also dive into blockchain business models, and where activity should be across the Ethereum ecosystem. Finally, they give their thoughts on whether or not this cycle has been muted compared to past cycles. Thanks for tuning in! -- Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen! This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum. You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4 -- This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/ – 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/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (1:55) Reflecting On 2024 Predictions (10:04) The Attention Economy and Memecoin Activity (21:07) Uniswap Ad (22:00) Hyperliquid's Success and Blockchain Business Models (33:55) Balancing Activity Across Mainnet and Rollups (46:37) Has This Cycle Been Muted? -- 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.

    1 小時 3 分鐘
  4. Commonware: Building the Anti-Framework | Patrick O’Grady

    12月11日

    Commonware: Building the Anti-Framework | Patrick O’Grady

    In this episode, we’re joined by Patrick O’Grady, Founder of Commonware! We discussed what inspired Commonware, what Commonware aims to solve, and the flexibility it offers to developers. Additionally, we unpacked Patrick’s time at Ava Labs, and the tech stack that Avalanche has built. Finally, we covered how crypto will move past the “TPS Era” and infighting about infrastructure. Thanks for tuning in! Resources Unveiling Commonware: https://x.com/_patrickogrady/status/1866866850107363582 Commonware unveils "anti-framework": https://blockworks.co/news/commonware-optimized-blockchain-development/ -- Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen! This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum. You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4 -- This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/ -- Follow Commonware: https://x.com/commonwarexyz Follow Patrick: https://x.com/_patrickogrady 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/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (2:06) What Led to Building Commonware? (6:06) Avalanche's Tech and What Inspired Commonware (15:32) What Is Commonware? (28:26) CryptoVMs and Flexibility With Commonware (37:55) Uniswap Ad (38:49) Categorizing Commonware (49:14) Scaling Access and Participation (55:30)  Operator vs Optics Tradeoffs (1:00:26)  What Commonware's Success Means For Crypto (1:05:37)  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.

    1 小時 12 分鐘
  5. $100k Bitcoin, Hyperliquid’s Airdrop, and Altcoin Cycles | Roundup

    12月6日

    $100k Bitcoin, Hyperliquid’s Airdrop, and Altcoin Cycles | Roundup

    In this episode, the Roundup crew discussed the resurgence of Dinocoins, Altcoin cycles, $100k Bitcoin, and the current outlook for Ethereum. They also dove into the background of Trump’s pick to lead the SEC, Paul Atkins, and the impact he might have on the crypto industry. Finally, they ended the episode by giving their thoughts on Hyperliquid, and narrative progression within cycles. Thanks for tuning in! -- Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen! This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum. You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4 -- 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/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (1:58) DinoCoin Resurgence & Alt Cycles (13:51) $100k Bitcoin & the Outlook on ETH (29:32) Uniswap Ad (30:26) Trump's SEC Pick (35:27) The Hyperliquid Airdrop (43:05) New Narratives as Cycles Progress -- 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.

    48 分鐘
  6. Scaling Ethereum With Based Rollups | mteam

    12月3日

    Scaling Ethereum With Based Rollups | mteam

    In this episode, mteam from Spire Labs joined us to discuss Based Rollups, ETH value accrual, and the current state of Ethereum. We also covered designing Based Rollups, their value proposition, and Ethereum’s Rollup centric roadmap. Mteam also gave his thoughts on what Ethereum should prioritize moving forward. Finally, we ended the episode with discussion on network effects, Multiple Concurrent Proposers, moving activity back to the Ethereum L1, and blockchain design convergence. Thanks for tuning in! -- Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen! This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum. You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4 -- Follow Spire Labs: https://x.com/spire_labs Follow mteam: https://x.com/mteamisloading 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/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (1:31) The Current State of Ethereum (10:50) Based Rollups & ETH Value Accrual (14:34) Designing Based Rollups (32:48) Uniswap Ad (33:42) The Value Proposition For Based Rollups (40:13) Ethereum's Rollup Centric Roadmap (52:17) What Should Ethereum Prioritize? (1:01:35) Measuring Network Effects (1:05:03) Multiple Concurrent Proposers (1:10:34) Moving Activity Back to L1 (1:13:25) Are Blockchain Designs Converging? -- 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.

    1 小時 20 分鐘
  7. 11月22日

    Alt Season, Decentralized AI’s Evolution, and Institutional Interest | Roundup

    In this episode, we discussed increased retail activity, the evolution of the AI meta, and crypto regulatory reform. Additionally, we covered the deployment of USDS on Solana, and the recent news from Coinbase Wallet: USDC holders will now earn yield. Finally, we speculated on whether or not there will be an alt season, and institutional interest in crypto post-election. Thanks for tuning in! – 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/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx —- (00:00) Introduction (02:27) Crytpo TikTok & Retail Activity (12:23) Evolution of the AI Meta (15:12) Bitcoin Options Go Live & Crypto Regulatory Reform (25:18) Will USDS Find Success on Solana? (44:37) USDC Yield Announced For Coinbase Wallet Users (50:58) Will There Be An Alt Season? (57:18) Category Creation, Founder Migration, and FTX Distributions —-- 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.

    1 小時 4 分鐘
  8. EVM vs SVM Tradeoffs, Ethereum Alignment, and App Specific Sequencing | Alex Watts

    11月19日

    EVM vs SVM Tradeoffs, Ethereum Alignment, and App Specific Sequencing | Alex Watts

    In this episode, Alex Watts, the Co-Founder and CEO of FastLane Labs, joined us to discuss dealing with MEV, Application Specific Sequencing, and the EVM vs the SVM. Additionally, we asked Alex: is application specific sequencing possible on Solana? Where does Monad fit into things? We closed the episode out with our thoughts on alignment, the rollup landscape, and single slot finality. Thanks for tuning in! -- Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.  Visit fuel.network to learn more and start building for tomorrow, today! -- Follow FastLane Labs: https://x.com/0xFastLane Follow Alex: https://x.com/ThogardPvP 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/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (3:45) Origins of FastLane (12:39) Approaches to Dealing With MEV (21:21) Fuel Ad (22:16) Application Specific Sequencing (32:06) EVM vs SVM (41:38) Is Application Specific Sequencing Possible on Solana? (50:46) Where Does Monad Fit Into Things? (53:14) Complicated Feelings Around Alignment (1:02:47) The Rollup Landscape in 5 Years (1:09:47) Single Slot Finality Prioritization (1:16:49) Are RWAs Bullish for the L1? -- 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.

    1 小時 23 分鐘

評分與評論

4.8
(滿分 5 顆星)
29 則評分

簡介

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.

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