Afleveringen
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In this episode, Santi joins us to break down current crypto market sentiment, crypto valuation frameworks, and the evolving challenges of utilizing onchain data. We also debate Zora’s token launch, the future of creator economies, and whether crypto can disrupt traditional media and content platforms.Thanks for tuning in!
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Resources
Chopping Block - Is Bitcoin a Safe Haven?: https://open.spotify.com/episode/6n8HWZQ36S5rOoBMi9r6RO?si=viOVZTlGT2uYtBUU8fS-ew
Storm’s Data: https://x.com/notnotstorm/status/1915439259630317995
Vance’s Critique on Crypto Data: https://x.com/pythianism/status/1915435394663162231
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Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
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Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Santi: https://x.com/santiagoroel
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/
Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
--
Timestamps:
(0:00) Introduction
(4:35) How Do You Value Crypto Assets?
(15:39) Ads (Aptos & Marinade)
(16:07) Issues With Crypto's Data Analytics
(25:10) Ads (Aptos & Marinade)
(26:21) Stages of Growth For Companies
(34:45) Zora's Token Launch & Business Model
(49:01) Desk Ad
(49:26) Can Crypto Disrupt Traditional Media Platforms?
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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, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Guy Young , Founder at Ethena Labs, to discuss the rapid growth of USDe, the design of their new products like USDtb, and the launch of Converge and Ethereal. He shares insights on stablecoin infrastructure, institutional adoption, risk management, and Ethena’s broader vision to bridge DeFi with TradFi.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
Converge Technical Specification & Roadmap: https://x.com/convergeonchain/status/1912853619038461967
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Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.
Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks
Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Converge: https://x.com/convergeonchain
Follow Ethereal: https://x.com/etherealdex
Follow Guy: https://x.com/gdog97_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:41) Recent Product Launches
(5:29) Asset Issuance on Converge
(11:15) Ads (Arkham & Ledger)
(11:53) Scaling Ethena
(13:45) Considering New Assets For Staking Yield
(15:58) Dealing With Risk
(18:07) USDtb's Place in the Ethena Ecosystem
(22:21) Ads (Arkham & Ledger)
(23:30) Overview of Ethereal
(26:26) Converge DApps
(30:25) Credit Expansion and Associated Risks
(33:12) Ads (Desk & Morpho)
(34:07) Will Ethereal Harm Relationships With Exchanges?
(36:12) Protocols Hardcoding USDe to 1$
(39:20) USDe's Competition
(41:04) The Biggest Risks to Ethena
(43:08) The Fee Switch
(47:12) Ethena's Focus Going Forward
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Zijn er afleveringen die ontbreken?
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In this episode, we’re joined by Santi from Empire! We discuss today’s crypto market conditions, stablecoin proliferation, and how long-term allocators are accumulating Bitcoin. We also touch on crypto’s data and transparency issues, and the valuation of L1s before wrapping with speculation on alien life.
Thanks for tuning in!
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Resources
Solana Dashboard: https://app.blockworksresearch.com/analytics/solana?dashboard=sol-overview
App Revenue by Chain: https://x.com/_ryanrconnor/status/1912944523459846580
Life on K2-18b? https://www.bbc.com/news/articles/c39jj9vkr34o
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Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently entering phase 3 of its mainnet launch — follow along on https://namada.net/
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Santi: https://x.com/santiagoroel
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
(2:26) Market Outlook
(6:15) How Can Crypto Founders Weather the Storm?
(16:09) Ads (Namada & Marinade)
(16:39) Will A Potential Private Market Bubble Impact Tokenization?
(20:46) Long Term Bitcoin Holders Are Accumulating
(24:13) Getting Exposure to Stablecoin Growth
(34:11) Ads (Namada & Marinade)
(35:25) How Sticky is Stablecoin Issuance For L1s?
(41:07) Why Are L1s Valued the Way They Are?
(46:35) Desk Ad
(47:00) Crypto's Data and Transparency Problem
(1:00:52) Life on K2-18b?
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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, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Paul Faecks, the Founder of Plasma, and Zaheer of Split Capital, to discuss Plasma, a blockchain focused solely on providing stablecoin infrastructure. We dive into why general-purpose chains aren’t optimized for stablecoin settlement, Plasma’s architecture and how they will mitigate spam, and the broader implications for global payments, regulation, and the stablecoin economy’s future as trillions move onchain.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Plasma: https://x.com/PlasmaFdn
Follow Paul: https://x.com/pauliepunt
Follow Zaheer: https://x.com/SplitCapital
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(3:16) Why Build Plasma?
(11:07) The PMF For Stablecoins
(15:32) Aptos Ad
(15:46) Plasma's Architecture
(22:43) HotStuff-Inspired Consensus
(26:10) Aptos Ad
(26:42) Zero Fees and Handling Spam
(34:57) Competing With Tron
(41:05) Ads (Desk & Morpho)
(41:59) Variations of Stablecoins
(46:52) Why Build on Bitcoin?
(48:07) The Stablecoin Space Going Forward
(1:00:45) Closing Comments
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we discuss the market’s reaction to Trump’s tariff pivots, global trade tensions, and where stablecoins fit into all of it. We also explore the potential of crypto as the last truly global market, and why we believe the IPO & TGE window has closed.
Thanks for tuning in!
--
Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.
Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks
Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
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
(4:30) The Markets Going Forward
(7:49) Separating Main Street From Wall Street
(14:38) Ads (Arkham & Marinade)
(15:12) The Trade Deficit & Stablecoin Demand
(24:23) Global Trust in US Markets & AI 2027
(34:08) Ads (Arkham & Marinade)
(35:21) Open Source Strategy
(41:02) Stablecoin Legislation
(44:11) Ads (Desk & Morpho)
(45:06) The IPO & TGE Window is Closed
(48:26) SPAC City
(53:23) IBC Eureka Goes Live & Ripple Acquires Hidden Road
(1:03:31) Crypto's Fundamental Transition
--
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. -
In this week's episode, we’re joined by A.J. Warner, CSO at Offchain Labs, to discuss his bold vision for Arbitrum as a “digital sovereign nation.” We explore key differences between L1s and L2s, Arbitrum’s business model, capital allocation strategies, and how the new OpCo structure will drive governance and operational efficiency. Enjoy!
--
Resources
Hope for the Future of Arbitrum: https://x.com/ajwarner90/status/1908143389658194094
Arbitrum Forum - OpCo: https://forum.arbitrum.foundation/c/dao-grant-programs/operation-company-opco/63
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Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently entering phase 3 of its mainnet launch — follow along on https://namada.net/
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow AJ: https://x.com/ajwarner90
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
(2:20) Thinking About L1s vs L2s
(10:15) Ads (Namada & Ledger)
(10:49) L2s Ability to Allocate Capital
(20:35) Arbitrum's Business Model
(26:38) Ads (Namada & Ledger)
(27:48) Key Growth Metrics
(33:29) Capital Allocation Concerns & Arbitrum Governance
(48:40) Ads (Desk & Morpho)
(49:34) Arbitrum Stakeholders & DAO Structure
(57:21) Operational Challenges & the Future of Arbitrum
--
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, we break down Trump’s proposed tariffs, their impact on global trade, and how markets are responding. We also explore Circle’s IPO filing, stablecoin economics, distribution partner incentives, and whether stablecoins could disrupt traditional banking. The conversation wraps with insights into token launch strategy and timing.
Thanks for tuning in!
--
Resources
Warp Speed w/ Hamilton Lane’s Erik Hirsch: https://open.spotify.com/episode/0SXehDDyqPahTiECa81A3a?si=Zz3A7l5fTAi-CvGYPJkqnw&context=spotify%3Ashow%3A5mWMlenq9TcEZlgXey2qKY
--
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently entering phase 3 of its mainnet launch — follow along on https://namada.net/
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
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
(1:32) Thoughts on Trump's Liberation Day
(7:02) The Tariff Board
(11:03) Ads (Namada & Marinade)
(11:33) Markets React to Trump's Tariffs
(24:17) Circle Files For an IPO
(33:25) Ads (Namada & Marinade)
(34:39) Thoughts on Circle's Business
(42:40) Are Stablecoins Disruptive to Banks?
(51:22) Ads (Desk & Morpho)
(52:16) Could Circle Have Launched a Token?
(57:04) When to Launch a Token
--
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. -
In this episode, we’re joined by Jacob Horne, Co-founder and CEO of Zora, to unpack the platform’s journey thus far. We explore tokenized media, royalty models, and how crypto enables a new internet economy where content, attention, and value converge. We also dive into Zora’s design, and features they’re looking to add next.
Thanks for tuning in!
--
Resources
The Evolution of Crypto Exchanges: https://apple.co/4aZcHnJ
The PumpFun Episode: https://apple.co/4gvRjHU
Jacob’s Writings: https://jacob.energy/
--
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
—
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Zora: https://x.com/zora
Follow Jacob: https://x.com/js_horne
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
(1:04) Zora's History
(5:13) Fractionalizing Assets
(10:35) Ads (Aptos & Ledger)
(11:07) The Royalty Debate
(15:27) Capital Formation Around NFTs & Attention Markets
(21:51) Ads (Aptos & Ledger)
(22:58) Categories of Coins
(29:47) Creator Monetization
(36:17) What Does Zora Look Like Today?
(40:14) Ads (Desk & Morpho)
(41:09) Retail Speculation Over Time
(44:41) Why Build on Top of Uniswap?
(48:29) Future Features
(52:45) A New Class of Market Makers
(56:30) NFTs Are Not Dead
--
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, we dive into the institutional adoption of crypto, stablecoin innovation, the implications of the GENIUS Act, and recent market drama involving Hyperliquid. We also explore the tough state of venture capital, and M&A activity in crypto.
Thanks for tuning in!
--
Resources
Hyperliquid’s Resolution: https://x.com/HyperliquidX/status/1905319339991204263
--
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently entering phase 3 of its mainnet launch — follow along on https://namada.net/
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
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
(2:10) Takeaways From DAS NYC
(4:25) Getting Exposure to Stablecoin & RWA Growth
(12:03) Ads (Namada & Marinade)
(12:34) Institutional Stablecoin Announcements
(21:09) The GENIUS Act
(28:57) Ads (Namada & Marinade)
(30:11) Hyperliquid Drama
(46:34) Ads (Desk & Morpho)
(47:29) Private Equity Lobbying to be Included in 401ks
(52:11) M&A in Crypto and the State of Venture Capital
(1:10:01) Justin Sun on the Cover of Forbes
--
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. -
In this episode, Pascal Gauthier, CEO of Ledger, joins us live at DAS 2025 to discuss the future of institutional crypto custody, the tension between decentralization and regulation, and why privacy is the key issue for the next era of digital finance.
Thanks for tuning in!
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Pascal: https://x.com/_pgauthier
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
(0:59) The History of Self Custody
(6:08) Separating Business Functions
(9:08) Crypto Regulation
(13:24) The Privacy Issue
(18:07) Crypto's Role in the Future of Privacy
--
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, we explore the evolution of blockchain and smart contract platforms over the past 15 years with Yves La Rose, CEO of the EOS Network Foundation. The discussion covers EOS's transformation into Volta, the rise of institutional capital in crypto, Bitcoin scaling solutions, and the competitive landscape among L1 blockchains. Yves also shares insights on regulatory positioning, transaction cost predictability, and why investors should hold L1 tokens.
Thanks for tuning in!
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Yves: https://x.com/BigBeardSamurai
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
(1:46) The L1 Landscape Over Time
(5:48) Evaluating the Competition Among L1s Today
(8:38) Onboarding Institutional Capital
(11:31) Rebranding EOS
(13:36) Differentiation Among L1s
(17:18) Why Hold L1 Tokens?
--
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, we explore the transition from institutional resistance to adoption in crypto markets. David Mercer of LMAX Group discusses the convergence of TradFi and digital assets, the role of credit in unlocking institutional capital, and the need for clearer market structures.
Thanks for tuning in!
--
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow David: https://x.com/mercerdavid
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) Institutional Adoption of Crypto
(4:13) Crypto vs TradFi Market Structures
(8:22) Ads (Aptos & Ledger)
(8:54) Regulation's Impact on Crypto's Path
(12:01) Ads (Aptos & Ledger)
(13:07) Rebuilding Crypto Credit
(18:06) The Future of Crypto
(21:08) Ads (Desk & Morpho)
(22:03) Predictions on Institutional Adoption
--
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. -
Gm! This week Mike joins the Empire podcast to discuss our takeaways from DAS New York 2025. We deep dive into the growth of stablecoins & RWAs, what the institutions are focusing on, the future of crypto exchanges, who is best positioned going into 2025 & much more. Enjoy!
--
Follow Mike: https://x.com/MikeIppolito_
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Grab your tickets to Permissionless IV. For the developers and the builders: https://blockworks.co/event/permissionless-iv
--
Timestamps:
(0:00) Introduction
(2:13) The DAS Origin Story
(20:52) Stablecoins
(24:25) Tokenization & RWAs
(30:26) DePIN & Onchain Yield
(32:04) The Future Of Crypto Exchanges
(42:50) The Growth Of Stablecoins
(51:52) Crypto Regulation In 2025
(54:40) Final Thoughts From DAS
--
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed. -
We’re coming to you live from DAS! This week's Roundup covers key trends in stablecoins, and RWAs. We discuss Sky’s billion-dollar allocation into tokenized T-bills, its aggressive buyback strategy, and the evolving stablecoin market. The conversation also touches on institutional vs. retail sentiment, the impact of stablecoin yield mechanisms, and the potential for onchain treasury auctions in the future.
Thanks for tuning in!
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV!
Tickets: https://blockworks.co/event/permissionless-iv
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
–
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
(0:38) Impressions From DAS
(1:31) Sky's Buyback
(6:13) Marinade Ad
(6:28) New Forms of RWAs
(11:40) Marinade Ad
(12:20) Where is the Stablecoin Market Headed?
(18:09) Ads (Desk & Morpho)
(19:04) Divergence in Institutional and Retail Sentiment
--
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. -
In this episode, we dive into L1 governance! We discuss the implications of SIMD-228, validator voting structures, and comparisons with Ethereum, Cosmos, and Bitcoin governance. We debate whether decentralization inherently leads to better decision-making, and analyze the role of foundations, token holders, and validators in shaping networks. Finally, we ask ourselves - why should anyone hold L1 tokens?
Thanks for tuning in!
--
Resources
0xResearch: What Does SIMD-228 Mean For Solana?: https://apple.co/43Ngi6T
Lightspeed: Why Solana Should Change Its Inflation Rate: https://apple.co/3FKFzVe
SIMD-228 Deep Dive: https://x.com/0xcarlosg/status/1899570952943387023
--
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently entering phase 3 of its mainnet launch — follow along on https://namada.net/
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Follow Cooper: https://x.com/cooper_kunz
Follow Jim: https://x.com/VelvetMilkman
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
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
(1:57) L1 Governance Today
(14:14) Ads (Namada & Ledger)
(14:48) Governance Models and the Role of Foundations
(28:54) Ads (Namada & Ledger)
(30:04) What Governance Models Work?
(35:47) Was SIMD-228 Rushed?
(44:27) Ads (Desk & Morpho)
(45:22) Ossification in L1 Governance
(52:18) Bitcoin Governance
(57:30) Why Hold L1 Tokens?
--
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, we cover Trump's tariff strategy, correlations between TradFi and DeFi yields, and stablecoin growth. We also discuss Binance's $2B investment from Abu Dhabi’s MGX, and the implications of Trump's Digital Asset Summit. Additionally, we explore the changing psychology of crypto cycles, the challenges of building in bear markets, and the importance of regulatory advocacy for DeFi.
Thanks for tuning in!
--
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/?register-channel=BWpodcast and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
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
(2:35) Trump's Tariff Strategy
(6:05) Correlations Between TradFi and DeFi Yields
(11:19) Ads (Aptos & Marinade)
(11:48) Outlook For the Rest of 2025
(17:34) Building During Bearish Conditions
(25:36) Ads (Aptos & Marinade)
(26:48) Speculation Drives Early Activity
(29:50) Abu Dhabi's MGX Invests in Binance
(35:58) Ads (Desk & Morpho)
(36:52) Reactions to Trump's Crypto Summit
(46:13) Advocating For DeFi
--
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. -
In this episode, we’re joined by Joshua Tobkin, co-founder and CEO of Supra, to discuss Supra’s vertically integrated design, which combines smart contracts, native oracles, cross-chain communication, on-chain randomness, and native automation. The conversation also covers automation as a revenue model, MEV mitigation strategies, and the platform’s incentive structures for app developers.
Thanks for tuning in!
--
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently entering phase 3 of its mainnet launch — follow along on https://namada.net/
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation.
Trade today at https://desk.exchange/ and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Supra: https://x.com/SUPRA_Labs
Follow Josh: https://x.com/JoshuaTobkin
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
(1:57) Supra's Design Philosophy
(10:08) Opinionated vs Unopinionated Blockchain Design
(14:59) Ads (Namada & Ledger)
(15:32) Supra Governance
(20:24) Enshrining Protocols
(27:04) Native Automation
(33:47) Ads (Namada & Ledger)
(34:57) How Does Supra Handle MEV?
(46:24) Ads (Desk & Morpho)
(47:19) Supra's Go-To-Market
(52:21) Supra Containers
(56:09) 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. -
In this episode, we discuss our takeaways from ETHDenver, macro trends impacting crypto, and the role of regulation in shaping 2025. We also analyze Aave’s buyback program, Ethereum Foundation leadership changes, and the Trump administration’s evolving stance on crypto.
Thanks for tuning in!
Resources
Aavenomics Implementation: Part One: https://x.com/lemiscate/status/1896897365145235752
—
Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation
Trade today at https://desk.exchange/ and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
--
Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
–
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
(01:16) ETHDenver Recap
(05:46) Macro Outlook
(08:50) Aptos Pre-Roll
(09:04) Marinade Pre-Roll
(09:18) Trump's Crypto Strategy
(19:57) The Increased Sophistication of Crypto Markets
(31:01) Aptos Mid-Roll
(31:33) Marinade Mid-Roll
(32:13) Aavenomics Proposal From ACI
(39:30) HMX Mid-Roll
(40:02) Morpho Mid-Roll
(40:32) Trump's Crypto Summit
(46:46) Changes For the Ethereum Foundation
—--
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. -
Subscribe to Supply Shock on Apple: https://apple.co/3DjQFQf
Subscribe to Supply Shock on Spotify: https://spoti.fi/3QJXoWL
Subscribe to Supply Shock on YouTube: https://bit.ly/4bA10o4
--
In this episode, Dennis Porter of Satoshi Action Fund joins the show to discuss Trump's crypto reserve announcement, the states fighting to become the first to buy Bitcoin, and the legislative goals of the Trump Administration. We also delve into the bipartisan support of crypto legislation, the importance of Bitcoin rights, and much more. Enjoy!
--
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently entering phase 3 of its mainnet launch — follow along on https://namada.net/
--
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation
Trade today at https://desk.exchange/ and follow @TradeOnDESK on X!
--
Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
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Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
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The Bitcoin Historian Newsletter: https://bitcoinhistorynewsletter.com/
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Timestamps:
(0:00) Introduction
(1:42) Trump’s Crypto Reserve Announcement
(12:34) Ads (Namada & Ledger)
(13:08) The Case Against ADA, XRP, & SOL
(17:35) State-Level Bitcoin Legislation
(27:58) Lawmakers' Evolving Understanding of Bitcoin
(31:00) Ads (Namada & Ledger)
(34:20) Bipartisanship and Democrat Party Restructuring
(44:55) Ads (Desk & Morpho)
(45:50) Stablecoin Legislation and Market Structure
(50:20) Importance of Bitcoin Rights
(55:10) Final Thoughts
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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, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, the Roundup crew got together to record at ETHDenver! They dive into current market sentiment, and the impact of major institutions like Citadel and Bank of America entering the space. The conversation covers the resurgence of fundamentals, the role of buybacks, and the potential trillion-dollar future of stablecoins. They also break down the Bybit hack, Lazarus Group’s involvement, and the security implications for the industry.
Thanks for tuning in!
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Aries Markets is the largest lending protocol on Aptos by TVL, and among the top 10 lending protocols across all blockchains! Since launch, Aries has expanded its product suite to become a fully integrated DeFi hub combining lending, borrowing, and more to its community of 738,000+ unique users.
To learn more about why Aries Markets deployed on Aptos, visit ariesmarkets.xyz
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Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
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Traders, AI enthusiasts, and degens—listen up! The game is changing, and DESK is leading the charge. Welcome to the next generation of perpetual trading—where cutting-edge technology meets AI-driven automation
Trade today at https://desk.exchange/ and follow @TradeOnDESK on X!
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Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets on your terms.
Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products.
Whether you're an individual, fund, fintech, or institution, Morpho is for you.
Try Morpho today: https://app.morpho.org/?network=mainnet&spdl=99nsk9
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Join us at DAS NYC 2025! Use code BELL10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
–
Follow Mike: https://twitter.com/MikeIppolito_
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Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
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Timestamps:
(0:00) Introduction
(1:47) Sentiment at ETHDenver
(5:31) Shifting Back to Fundamentals
(11:11) Ads (Aptos & Marinade)
(11:39) Memes Are Cooked & Institutional Players
(23:56) Ads (Aptos & Marinade)
(25:07) Celestia's Next Step
(29:43) Stablecoins Today
(37:12) Ads (Desk & Morpho)
(38:06) Stablecoin Regulation
(53:33) The ByBit Hack
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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, and our guests may hold positions in the companies, funds, or projects discussed. - Laat meer zien
