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. HACE 1 DÍA

    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) Crypto TikTok & Retail Activity (12:23) Evolution of the AI Meta (16:11) Bitcoin Options Go Live & Crypto Regulatory Reform (26:17) Will USDS Find Success on Solana? (45:36) USDC Yield Announced For Coinbase Wallet Users (51:57) Will There Be An Alt Season? (58:17) 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 h y 5 min
  2. EVM vs SVM Tradeoffs, Ethereum Alignment, and App Specific Sequencing | Alex Watts

    HACE 4 DÍAS

    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 h y 23 min
  3. Solving Ethereum’s UX Challenges | Hart & Dan

    15 NOV

    Solving Ethereum’s UX Challenges | Hart & Dan

    In this episode, Hart Lambur and Dan Robinson joined us to discuss interoperability across the Ethereum ecosystem! We dove into ERC-7683, EIP-7702, and Unichain’s future. We also unpacked the process behind creating new standards for Ethereum. Finally, we discussed the crossovers between the solver and searcher markets. Thanks for tuning in! -- Resources Uniswap x Across Protocol: https://x.com/Uniswap/status/1849104961335972078 ERC-7683: https://across.to/blog/ERC-7683-Building-a-Borderless-Ethereum EIP-7702: https://github.com/ethereum/EIPs/blob/master/EIPS/eip-7702.md Bell Curve Season 6 - The State of DEXs: https://youtube.com/playlist?list=PL6TA5PBj6svs5C6FtG4VMUG7dKmIv0TSN&feature=shared Bell Curve Season 7 - Modularity: https://youtube.com/playlist?list=PL6TA5PBj6svuFu-1yDzxgZELBGGqXDNzO&feature=shared -- 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 Dan: https://x.com/danrobinson Follow Hart: https://x.com/hal2001 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 (2:09) Ethereum Technical Challenges and Interoperability Solutions (12:48) Fuel Ad (13:42) Developing ERC-7683 (21:58) Proposing New Standards (31:55) Unichain's Future (36:50) Ethereum Account Abstraction (42:46) Does Ethereum Have A UX Problem? (47:30) Crossovers Between Searchers and Solvers -- 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.

    52 min
  4. Unichain and MEV On L2s | Hasu & Hayden

    12 NOV

    Unichain and MEV On L2s | Hasu & Hayden

    In this episode, Hayden Adams and Hasu joined us to discuss Ethereum’s rollup centric roadmap, and the vision for Unichain. We also dove into priority ordering, MEV taxes, and LP arbitrage. Finally, we ended the episode by unpacking MEV on L2s vs mainnet, TEEs, and potential cons of Ethereum’s rollup centric roadmap. Thanks for tuning in! -- Resources Priority Is All You Need: https://www.paradigm.xyz/2024/06/priority-is-all-you-need Unichain White Paper: https://docs.unichain.org/whitepaper.pdf Introducing Rollup-Boost: https://writings.flashbots.net/introducing-rollup-boost -- 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 Unichain: https://x.com/unichain Follow Hayden: https://x.com/haydenzadams Follow Hasu: https://x.com/hasufl 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 (1:24) Ethereum's Rollup Centric Rollup (11:21) The Unichain Vision (22:14) Priority Ordering, MEV Taxes, and LP Arbitrage (36:30) Fuel Ad (37:24) Unichain: Built For A Community, Not Use Cases (42:23) Full Stack Building In Crypto (52:58) Who Should Be the Voice of the User? (55:24) Decision Making at Uniswap (59:06) MEV On L2s vs L1 (1:04:59) Trusted Execution Environments (1:15:20) Potential Cons of the Rollup Centric Roadmap -- 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 h y 35 min
  5. The Golden Bull Is Here | Roundup

    8 NOV

    The Golden Bull Is Here | Roundup

    In this episode, the Roundup crew discusses the outcome of the presidential election and its impact on DeFi, crypto’s new regulatory environment, and the positive signs for continued DeFi growth. Additionally, the dive into Polymarket’s success leading up to, and on election day, and their outlook on Polymarket going forward. Finally, they give their thoughts on futarchy and DAO organizational structures. Thanks for tuning in! -- Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet. Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage -- L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.  Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to. Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here. Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks -- 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 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 (2:45) The Election Outcome and Its Impact on DeFi (11:43) Crypto's New Regulatory Environment (19:00) Positive Signs For DeFi Growth (23:55) Index Coop Ad (25:01) Supra Ad (25:58) Fuel Ad (26:52) Polymarket's Big Win (35:24) Polymarket Volume Post Election (39:16) Thoughts on Futarchy and DAO Structures -- 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.

    47 min
  6. Unlocking Undercollateralized Lending | Laurence Day

    5 NOV

    Unlocking Undercollateralized Lending | Laurence Day

    In this episode, we’re joined by Laurence Day, Co-founder of Wildcat Finance! We discussed undercollateralized lending and RWAs in DeFi, the impacts of capital efficiency and liquidity fragmentation on lending markets, and how privacy comes into play. Finally, we unpacked the primary use cases for Wildcat. Thanks for tuning in! -- Resources Bell Curve Season 1 - The DeFi Credit Boom: https://youtube.com/playlist?list=PL6TA5PBj6svssNaiKjT6TykX56LikLZ-P&feature=shared -- Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet. Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage -- L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.  Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to. Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here. Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks -- 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 Wildcat: https://x.com/WildcatFi Follow Laurence: https://x.com/functi0nZer0 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 -- Timestamps: (0:00) Introduction (3:01) The History of Lending in DeFi (8:04) Undercollateralized Lending and RWAs in Crypto (16:47) Overview of Wildcat (23:23) Capital Efficiency and Liquidity Fragmentation (31:23) Transparency in DeFi Lending (41:54) Privacy in Onchain Lending (46:25) Index Coop Ad (47:31) Supra Ad (48:27) Fuel Ad (49:22) Letting Borrowers Dictate Terms (53:21) Handling Defaults (55:45) Use Cases For Wildcat (1:02:52) Small Business Lending (1:10:40) How DAOs Can Utilize Wildcat -- 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 h y 23 min
  7. Coinbase Earnings, Jito Restaking, Memecoin Durability, and Saylor’s Big Announcement | Roundup

    1 NOV

    Coinbase Earnings, Jito Restaking, Memecoin Durability, and Saylor’s Big Announcement | Roundup

    In this episode, Michael, Vance, and Mike Ippolito sit down to discuss everything happening in crypto leading up to the election! They dive into Jito Restaking and the synergies across Jito’s product suite, the relationship between Raydium and Pumpfun, and Coinbase’s recent earnings report. Thanks for tuning in! -- Resources Jito Restaking Caps Hit: https://x.com/jito_sol/status/1852018955990278518 Michael Saylor Announces $42B Capital Plan: https://x.com/saylor/status/1851718391889043954 -- Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet. Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage -- L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.  Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to. Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here. Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks -- 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 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/ -- Timestamps: (0:00) Introduction (5:52) Glow & Solar Powered DePIN (20:19) Jito Restaking & Solana's Next Step (27:35) Index Coop Ad (28:41) Supra Ad (29:38) Fuel Ad (30:32) Raydium and Pumpfun's Relationship (34:51) Coinbase Earnings and the Growth of Base (43:47) Retail Onboarding On Coinbase vs Robinhood (47:38) Michael Saylor Announces $42B Capital Plan -- 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.

    50 min
  8. Multiple Concurrent Proposers on Solana and Ethereum | Anatoly & Max

    29 OCT

    Multiple Concurrent Proposers on Solana and Ethereum | Anatoly & Max

    In this episode, Anatoly Yakovenko and Max Resnick joined us to discuss the concept of Multiple Concurrent Proposers! We unpacked the Proposer Monopoly, implementing MCP, and ordering rules. Additionally, we covered the geographic distribution of proposers, and MCP design tradeoffs. Finally, we asked what is the biggest competitive threat to Ethereum, Solana or its own L2s? Thanks for tuning in! -- Resources Braid: Implementing Multiple Concurrent Block Proposers: https://x.com/danrobinson/status/1820506643739615624 -- Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet. Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage -- L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.  Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to. Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here. Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks -- 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 SMG: https://x.com/specialmech Follow Max: https://x.com/MaxResnick1 Follow Anatoly: https://x.com/aeyakovenko 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 -- Timestamps: (0:00) Introduction (2:46) The Proposer Monopoly (4:48) The Concept of Multiple Concurrent Proposers (16:39) Implementing MCP (19:28) Time to Finality with Braid (22:43) Index Coop Ad (23:49) Supra Ad (24:46) Fuel Ad (25:40) Ordering Rules (37:43) Geographic Distribution of Proposers (48:26) MCP Design Tradeoffs (58:34) Will MCP Get Implemented? (1:05:13) What is the Biggest Threat to Ethereum? (1:06:58) Will Solana Face the Same Issues as Ethereum? (1:11:26) Are Ethereum and Solana Converging on Design? -- 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 h y 18 min

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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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