Afleveringen
-
In this episode, we dive deep into the future of Ethereum's infrastructure with Drew from CommitBoost. We unpack how CommitBoost aims to change Ethereum's block building process, potentially solving long-standing issues of censorship resistance and transaction efficiency. We unpack the concepts of inclusion lists and pre-confirmations, and how they could transform crypto. Thanks for tuning in!
--
Follow Drew: https://x.com/drewvdw
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: / @expansionpod
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissio...
--
Timestamps:
(0:00) Introduction
(1:43) MEV Boost Overview
(13:52) End Game of Ethereum Infra
(17:23) Permissionless III Ad
(18:55) Designing Public Goods in Ethereum
(24:27) Designing Commitments
(32:58) Inclusion List Implications
(39:13) Credible Neutrality Implications
(51:10) Opt In Requirements
--
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Frankie from Paradigm, and Eugene from Ellipsis Labs! We discussed the launch of the Atlas L2 private testnet, why Atlas is utilizing the SVM to build an Ethereum L2, and design decisions made along the way. Additionally, we dove into Atlas’ approach to handling MEV. Finally, we covered what the Atlas application set needs to contain on mainnet launch, and first party vs third party apps
Thanks for tuning in!
--
Resources
Atlas Announcement Thread: https://x.com/atlasxyz/status/1833880969251524973
--
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 in its mainnet launch phase — follow along on namada.net
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Frankie: https://x.com/FrankieIsLost
Follow Eugene: https://x.com/0xShitTrader
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
(2:25) The Atlas L2
(4:47) Why Launch An SVM L2?
(10:01) The Differences Between SVM and EVM
(14:48) Opinionated vs Unopinionated Design Philosophy
(19:48) Token Incentivization and L2 Business Models
(27:00) Atlas Design Decisions
(35:11) Namada Ad
(36:10) The Great Rollup Debate
(42:09) Why Choose Ethereum As The Atlas Settlement Layer?
(51:31) Handling MEV On Atlas
(55:52) Should MEV Be Returned To Users?
(1:01:57) Developing More Apps
(1:04:54) First Party Apps vs Third Party Apps
--
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. -
Zijn er afleveringen die ontbreken?
-
In this episode, Mike and Myles opened with discussion on crypto’s meme culture, and Near’s recent marketing stunt. They then moved on to one of our industries hottest topics: the L1 value accrual debate. Is a rollup centric roadmap good, or bad, for Ethereum? How should we think about value capture? Additionally, they wondered, how valuable is interoperability? Finally, they closed by diving into community formation around decentralized networks.
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 in its mainnet launch phase — follow along on namada.net
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Myles: https://x.com/MylesOneil
Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(2:20) Crypto's Meme Culture
(7:34) Near's Marketing Stunt
(11:43) The L1 Value Accrual Debate
(20:13) Namada Ad
(21:12) Is A Rollup Centric Roadmap Good For Ethereum?
(39:05) Thinking About Value Capture
(48:25) How Valuable Is Interoperability?
(53:28) Building Communities
(59:58) The Role of Infrastructure In Bootstrapping Community
(1:09:41) Myles' Five Year Outlook
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Qiao and Imran from AllianceDAO joined us to discuss infrastructure exhaustion in crypto, the Fat App Thesis, and the cultural differences between blockchains. Additionally, we asked ourselves, is there a long term bull case for L1s? Where are the consumer app builders? Finally, we unpacked how TikTok has intersected with crypto, and how crypto can potentially solve the failing business model of traditional media.
Thanks for tuning in!
--
Resources
Mason Nystrom - The Fat App Thesis: https://x.com/masonnystrom/status/1827026279964799043
--
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 in its mainnet launch phase — follow along on namada.net
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Alliance: https://x.com/alliancedao
Follow Imran: https://x.com/lmrankhan
Follow Qiao: https://x.com/QwQiao
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
(1:56) Infrastructure Exhaustion in Crypto
(7:22) Relative Valuation Between Apps & Infrastructure
(14:48) The Fat App Thesis
(21:40) Is There A Long Term Bull Case for L1s?
(28:26) Where Are the Consumer App Builders?
(32:46) Namada Ad
(33:45) Cultural Differences Between Chains
(42:40) What Do Blockchains Effectively Enable?
(51:36) TikTok's Intersection With Crypto
(1:00:39) Can Crypto Save the Traditional Media Business Model?
(1:07:44) How Will Founders Change Over the Next 10 Years?
--
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 the arrest of Telegram founder Pavel Durov and its potential impact on the TON blockchain. We then explore the SEC's lawsuit against OpenSea and its implications for NFTs as securities. The conversation shifts to the broader regulatory landscape for crypto in the US and globally. Finally, we touch on the current state of the NFT market and its future performance. 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 in its mainnet launch phase — follow along on namada.net
- -
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
(2:07) Sky Maker Rebrand
(11:14) Namada Ad
(12:13) Telegram Founder Arrested
(26:54) TON Blockchain Outages & Ecosystem
(37:28) SEC vs OpenSea
(42:51) Where do Crypto Founders Go?
(48:43) Are NFTs 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.tt and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, the Roundup Crew discusses the current sentiment among market participants, and how seasonality impacts the markets. Additionally, they covered the Fed’s upcoming Jackson Hole symposium, rate cuts and job number revisions, and Kamala Harris’ potential capital gains tax policies. Finally, they took a look at Tron’s recent success and asked themselves, are centralized chains better at acquiring users?
Thanks for tuning in!
--
Resources
2xDog Chart on Bitcoin Seasonality: https://x.com/2xdog/status/1826460239090385028
S.Y. Lee’s Comments: https://x.com/storysylee/status/1826296244568019259
Tron Fees Chart: https://x.com/AviFelman/status/1825969241050550507
--
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 in its mainnet launch phase — follow along on namada.net
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
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
(2:42) Sentiment in the Crypto Markets
(8:51) How Seasonality Impacts Markets
(13:30) The Fed's Jackson Hole Symposium
(15:27) Namada Ad
(16:26) Kamala Harris' Capital Gains Tax Policies
(24:06) Which Presidential Candidate Will Be Better For Crypto?
(28:23) Rate Cuts & Job Revision Numbers
(40:01) Story Protocol's Series B Announcement
(46:51) Tron's Pump Fun Competitor
(50:01) Are Centralized Chains Better at Acquiring Users?
(55:22) Peter Thiel's Interview With Joe Rogan
(58:50) Bill Clinton at the DNC
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Mike and Jason are joined by Sreeram Kannan, the Founder of EigenLayer to discuss the recent Eigen Labs airdrop controversy, why Eigen Labs was not upfront about this list, and what changes they are making internally. Additionally, they dive into EigenLayer’s close relationship with the Ethereum Foundation, avoiding conflicts of interest within the industry, and the need for more disclosures in crypto. Finally, they take a look at how permissionless tokens will impact AVS security preferences.
Thanks for tuning in!
--
Resources
Coindesk: Top Crypto Startup Drove Other Projects’ Airdrops to its Employees: https://x.com/CoinDesk/status/1824067033350258815
Coindesk: Crypto Airdrops Ban U.S. Users, but Americans Are Claiming Tokens Anyway: https://x.com/CoinDesk/status/1826441814770872797
EigenLayer’s Response to the Coindesk Article: https://x.com/eigenlayer/status/1824175022308724749
--
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 in its mainnet launch phase — follow along on namada.net
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Sreeram: https://x.com/sreeramkannan
Follow Jason: https://x.com/JasonYanowitz
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
(2:27) Addressing the Eigen Labs Airdrop Controversy
(10:42) Dealing With A Rapid Rise to Prominence
(17:24) Namada Ad
(18:23) Why Was Eigen Labs Not Upfront About the List?
(22:28) Working Closely With the Ethereum Foundation
(30:52) Avoiding Conflicts of Interest in the Crypto Industry
(32:15) What Changes Is EigenLayer Making Internally?
(35:27) Have Eigen Labs Employees Been Claiming Airdrops?
(37:23) Upcoming Developments in the EigenLayer Ecosystem
(58:57) How Permissionless Tokens Impact Security Preferences
(1:03:20) The Need for More Disclosures in Crypto
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Alex Thorn from Galaxy Research, and Nic Carter from Castle Island Ventures joined us to discuss Operation Choke Point 2.0! We covered who’s involved in Operation Choke Point 2.0, Bharat Ramamurti’s influence on crypto policy in the United States, and how policy will vary between a Harris presidency and a Trump presidency. Additionally, we dove into the effectiveness of Operation Choke Point 2.0, and how we can advocate for our industry. Finally, we talked about the impact election odds have on crypto markets.
Thanks for tuning in!
--
Resources
“Kamala Harris will continue crypto crackdown” Alex Thorn’s Thread: https://x.com/intangiblecoins/status/1823338570104352884
Cooper & Kirk - Operation Choke Point 2.0: The Federal Bank Regulators Come For Crypto: https://www.cooperkirk.com/wp-content/uploads/2023/03/Operation-Choke-Point-2.0.pdf
Stand With Crypto: https://www.standwithcrypto.org/
--
Sei Labs believes the EVM is here to stay.
By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.
Visit https://www.sei.io/ to find out more
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Nic: https://x.com/nic__carter
Follow Alex: https://x.com/intangiblecoins
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
(2:44) Operation Choke Point 2.0
(6:42) Who's Involved In Operation Choke Point 2.0?
(15:59) Sei Ad
(16:42) Bharat Ramamurti's Anti-Crypto Stance
(28:29) Crypto Policy Under Harris vs Trump
(36:26) How Can We Advocate for the Crypto Industry?
(43:37) Operation Choke Point 2.0s Effectiveness
(52:03) Election Odds and Their Impact on Crypto Markets
--
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’re joined by Jim Parillo from Figment Capital! This week we discuss the success of prediction markets, conflicts of interest in crypto today, and the importance of self policing our industry. Additionally, we question how transparent crypto really is compared to traditional finance. Finally, we dive into the way advisory roles have mutated in crypto, and the pains that come along with rapid growth.
Thanks for tuning in!
--
Resources
EigenLayer’s Response to the Coindesk Article: https://x.com/eigenlayer/status/1824175022308724749
Coindesk: Top Crypto Startup Drove Other Projects’ Airdrops to its Employees: https://x.com/CoinDesk/status/1824067033350258815
Hasu’s Take on the Adoption of Prediction Markets: https://x.com/hasufl/status/1820818054621622673
--
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 in its mainnet launch phase — follow along on namada.net
--
re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit, and the first L2 to return chain and protocol fees back to users, in the form of reETH, ensuring users benefit from ecosystem growth!
re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons.
Use the following code to get started: https://re.al/rewards/airdrop/O4UNU
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Figment Capital: https://x.com/FigmentCapital
Follow Jim: https://x.com/VelvetMilkman
Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(5:12) Venture Capital & the Apps vs Infrastructure Meta
(19:25) The Success of Prediction Markets
(30:36) Namada Ad
(31:35) Re.al Ad
(32:34) Conflicts of Interest in Crypto Today
(43:33) Is Crypto Really More Transparent Than TradFi?
(48:43) The Importance of Self Policing in Crypto
(58:59) How Crypto Mutated Advisory Roles
(1:01:52) Rapid Growth and the Pains That Come With It
(1:07:33) Go Touch Grass
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Marc Zeller, the founder of Aave-Chan Initiative, joined us to discuss Aave and the state of DeFi today! We dive into Aave’s Umbrella safety module, competition between DeFi protocols, and concerns around WBTC. Additionally, Marc gives his thoughts on revenue distribution models in DeFi, the Minimum Viable Issuance debate, and whether or not DeFi is propping up Ethereum. Finally, we address the speculation around Aave potentially deploying on Solana.
Thanks for tuning in!
--
Resources
Marc’s Aavenomics Update Proposal: https://x.com/lemiscate/status/1816469283624337413
Umbrella Safety Module Chart from Sonya Kim: https://x.com/sonyasunkim/status/1816820866501443839
Kain’s Take on DeFi: https://x.com/kaiynne/status/1821020189594669398
MakerDAO: WBTC Changes and Risk Mitigation: https://forum.makerdao.com/t/wbtc-changes-and-risk-mitigation-10-august-2024/24844
--
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 in its mainnet launch phase — follow along on namada.net
--
Follow ACI: https://x.com/Aavechan
Follow Marc: https://x.com/lemiscate
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/3M5eE6s
--
Timestamps:
(0:00) Introduction
(4:30) How Should DAOs Be Managed?
(13:44) Marc's Crypto Origin Story
(15:39) Namada Ad
(16:38) Overview of Aave
(21:35) The Umbrella Safety Module
(37:36) Should Protocols Redistribute Revenue to Token Holders?
(43:25) Buy & Burn vs Buy & Distribute
(48:04) The State of DeFi Today
(51:42) Competition Between DeFi Protocols
(56:39) Deploying on Rollups
(1:07:15) Is DeFi Propping Up Ethereum?
(1:11:33) The Minimum Viable Issuance Debate
(1:20:17) Is Aave Coming To Solana?
(1:24:36) WBTC Concerns
--
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, Mike explores the most relevant topics in crypto today. He dives into Kamala Harris’ cabinet, Ripple’s settlement with the SEC, and Ethereum ETF flows to date. Additionally, he speculates on who might be the next SEC Chair after Gary Gensler. Finally, he closes with coverage of the internal debate happening within the Ethereum community and gives his take on whether or not opportunities in crypto are drying up.
Thanks for tuning in!
--
Resources
Behind the Curtain: The Harris Cabinet: https://www.axios.com/2024/08/07/kamala-harris-cabinet-election
Farside ETH ETF Flows: https://farside.co.uk/?p=1518
Qiao’s Thoughts on the Ethereum Rollup Roadmap: https://x.com/QwQiao/status/1821540694390907295
TradeButWhy’s Take on Crypto Opportunities: https://x.com/tradebutwhy/status/1821464061021655246
--
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 in its mainnet launch phase — follow along on namada.net
--
re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit, and the first L2 to return chain and protocol fees back to users, in the form of reETH, ensuring users benefit from ecosystem growth!
re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons.
Use the following code to get started: https://re.al/rewards/airdrop/O4UNU
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
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
(2:08) Kamala Harris Has Flipped Trump in Prediction Markets
(6:14) The Harris Cabinet
(13:00) Who Will Be the Next SEC Chair?
(15:27) Namada Ad
(16:26) Re.al Ad
(17:25) Ripple's Settlement With the SEC
(22:38) Ethereum ETF Flows
(27:50) Debates on the Direction Ethereum is Headed
(36:10) Are the Opportunities in Crypto Drying Up?
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we recap all of the themes and topics from Season 8: Restaking’s Renaissance. We compare the sentiment around restaking between the start of the season to now, discuss the various use cases around restaking, and give our thoughts on pre confirmations. Additionally, we take a look at StakeSure, and the restaking customer base. Finally, we think about what the future has in store for the restaking market.
Thanks for tuning in!
--
Resources
StakeSure & EigenLayer: Strong cryptoeconomic security https://x.com/sreeramkannan/status/1799581328679334391
--
Sei Labs believes the EVM is here to stay.
By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.
Visit https://www.sei.io/ to find out more
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
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- -
--
Timestamps:
(0:00) Introduction
(2:22) Restaking Sentiment Now
(8:07) Use Cases for Restaking
(13:55) Sei Ad
(14:39) Thoughts on Pre Confirmations
(22:34) Vanilla PoS vs Proof of Authority
(34:11) What is StakeSure?
(42:06) The Restaking Customer Base
(46:43) Creating an Ecosystem of AVSs
(59:18) Predictions For Restaking's Future
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, the Roundup crew and Myles O’Neil are diving into the hot topics from a volatile week in the markets. They discuss the recent Compound Finance governance attack, the first week of Ethereum ETF trading, and how teams should handle token unlocks. Additionally, they ask if crypto is now a bipartisan issue, and what governance tokens should be classified as. Finally, they speculate on whether or not we are entering a recession.
Thanks for tuning in!
--
Sei Labs believes the EVM is here to stay.
By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.
Visit https://www.sei.io/ to find out more
--
re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit, and the first L2 to return chain and protocol fees back to users, in the form of reETH, ensuring users benefit from ecosystem growth!
re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons.
Use the following code to get started: https://re.al/rewards/airdrop/O4UNU
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Myles: https://x.com/MylesOneil
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
(4:07) Trump at the Bitcoin Conference
(10:19) Is Crypto Now A Bipartisan Issue?
(19:20) Sei Ad
(20:03) Re.al Ad
(21:02) The Compound Finance Governance Attack
(39:04) If Governance Tokens Aren't Securities, What Are They?
(44:23) Are We Going Into a Recession?
(52:00) The First Week of ETH ETF Trading
(54:59) How Should Teams Handle Token Unlocks?
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Lucas Bruder from Jito discusses their newly launched restaking platform for Solana. The conversation covers the history of Jito's products, the design choices behind their restaking solution, and how it differs from Ethereum-based platforms like Eigen Layer. Lucas explains the flexibility of Jito's approach, allowing for various assets including governance tokens, and discusses potential use cases such as oracles and keepers. The episode also explores the broader implications for Solana's ecosystem and the future of restaking across different blockchain environments.
Thanks for tuning in!
--
Resources
Jito Restaking Announcement: https://x.com/jito_sol/status/1816488798374830164
--
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 in its mainnet launch phase — follow along on namada.net
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Lucas: https://x.com/buffalu__
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- -
--
Timestamps:
(0:00) Introduction
(2:46) The History of Jito
(5:43) Jito Restaking Design Decisions
(17:23) Potential Use Cases for Restaking
(29:38) Namada Ad
(30:37) Dealing with Potential Downtime
(34:46) Restaking on Solana vs Ethereum
(40:25) The Supply Side of Solana Restaking
(42:42) Handling Slashing
(46:45) Restaking Marketplace Dynamics
(53:37) How Can Restaking Impact the Solana L1?
(57:07) Synergies Within Jito's Product Suite
(1:01:51) Outro
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, the Roundup crew discusses Ethereum ETF flows, the Jito restaking announcement and its impact on the Solana Ecosystem, and the recent AAVEnomics update proposal. Additionally, they speculate on when the Fed will finally cut rates, and what Trump might say during his Bitcoin Conference speech. Finally, they dive into what crypto policy might look like during a Harris presidency.
Thanks for tuning in!
--
Resources
The DAO Run Lemonade Stand: https://x.com/josephdelong/status/1540311662888161280
--
Sei Labs believes the EVM is here to stay.
By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.
Visit https://www.sei.io/ to find out more
--
re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit, and the first L2 to return chain and protocol fees back to users, in the form of reETH, ensuring users benefit from ecosystem growth!
re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons.
Use the following code to get started: https://re.al/rewards/airdrop/O4UNU
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
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
(2:22) Ethereum ETF Flows
(11:56) Should Chains Be Opinionated About the Apps in Their Ecosystem?
(15:31) Jito Restaking Announcement
(21:49) Sei Ad
(22:32) re.al Ad
(23:31) Trump, RFK Jr, and the Bitcoin Conference
(28:28) When Will the Fed Cut Rates?
(31:38) AAVEnomics Update
(40:35) Would a Harris Presidency Be a Net Good for Crypto?
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Sunny, the Co-founder of Osmosis, and Toghrul from Scroll joined us to present the bear case for shared security. We discussed issues with Proof of Stake, the relationship between slashing and enshrining an LST, and the market size for restaking. Finally, we provide our thoughts on the intersubjective work token, and staking’s potential impact on the L1.
Thanks for tuning in!
--
Resources
Shared Security is a Psyop Speech: https://youtu.be/hdEEl3ixlfo?si=qkk89BaV6Q2krewQ
--
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 in its mainnet launch phase — follow along on namada.net
--
re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit, and the first L2 to return chain and protocol fees back to users, in the form of reETH, ensuring users benefit from ecosystem growth!
re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons.
Use the following code to get started: https://re.al/rewards/airdrop/O4UNU
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Toghrul: https://x.com/toghrulmaharram
Follow Sunny: https://x.com/sunnya97
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
--
Timestamps:
(0:00) Introduction
(2:42) The "Shared Security is a Psyop" Speech
(9:10) Issues with Vanilla Proof of Stake
(19:29) Namada Ad
(20:28) Re.al Ad
(21:27) Slashing vs Enshrining an LST
(30:24) The Market Size for Restaking
(44:17) How Can You Keep Apps Within the Ecosystem?
(49:51) Thoughts on the Intersubjective Work Token
(58:29) Restaking's Impact on the L1
(1:05:08) Outro
--
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 special episode of Bell Curve, Stephane Gosselin and Hart Lambur joined us live at EthCC to discuss OneBalance and the CAKE Framework! Additionally, we dive into the economics of the solver layer, what effects an HFT dynamic arising in crypto would have, and UX in a OneBalance world. Finally, we speculate on how OneBalance will impact L2 business models.
Thanks for tuning in!
--
Resource
CAKE Framework Breakdown: https://x.com/0xASK/status/1813217270010609990
--
Sei Labs believes the EVM is here to stay.
By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.
Visit https://www.sei.io/ to find out more
--
re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit, and the first L2 to return chain and protocol fees back to users, in the form of reETH, ensuring users benefit from ecosystem growth!
re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users. Not investment advice or product solicitation and not aimed at US persons.
Use the following code to get started: https://re.al/rewards/airdrop/O4UNU
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow OneBalance: https://x.com/OneBalance_io
Follow Stephane: https://x.com/thegostep
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- -
--
Timestamps:
(0:00) Introduction
(2:56) OneBalance and the CAKE Framework
(21:09) Sei Ad
(21:53) Re.al Ad
(22:51) Economics of the Solver Layer
(31:21) Would an HFT Dynamic Arising in Crypto Be Bad for the Space?
(45:30) UX in a OneBalance World
(53:07) How Will OneBalance Impact L2 Business Models?
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, the Roundup crew covers a wild week in crypto and politics. They discuss the assassination attempt on Donald Trump, and how economic policy might look with JD Vance as the Vice President. Additionally, they speculate on whether or not Biden will drop out of the presidential race, and talk about the Fed’s approach to monetary policy leading up to the election. Finally, they wonder where we are in the AI hype cycle, and who benefits the most from L2 innovation.
Thanks for tuning in!
--
Resources
Mark Cuban on Bitcoin: https://x.com/mcuban/status/1813591281970348264
--
Sei Labs believes the EVM is here to stay.
By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.
Visit https://www.sei.io/ to find out more
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
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
(1:54) EthCC Recap
(3:53) Discussing the Assassination Attempt on Trump
(14:44) Mark Cuban and Other Elites Suddenly Rallying Behind Crypto
(21:06) Sei Ad
(22:06) Would Jamie Dimon Be a Good Treasury Secretary?
(24:37) Economic Policy With JD Vance as VP
(32:45) Will Biden Drop Out?
(39:55) Recent Moves in the Crypto Markets
(45:39) The Feds Approach to Policy Ahead of an Election
(52:38) Where Are We in the AI Hype Cycle?
(58:56) Apps vs Infrastructure
(1:05:06) Who Benefits the Most From L2 Innovation?
--
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed. -
In this special episode, Vitalik Buterin and Christopher Goes joined us live from the Intents Discussions conference during EthCC 2024! Key highlights from this campside chat include: Vitalik’s reflections on crypto’s journey thus far and his insights on Ethereum’s inception, unbundling blockchain components, and competing with centralized protocols. The interview concludes with thoughts on social consensus, and the importance of learning from past failures to better navigate future developments.
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 in its mainnet launch phase — follow along on namada.net
--
Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.
If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Vitalik: https://x.com/VitalikButerin
Follow Christopher Goes: https://x.com/cwgoes
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- -
--
Timestamps:
(0:00) Introduction
(5:22) Reflections on the Past 15 Years of Crypto
(12:36) How Can We Compete Against Centralized Protocols?
(19:08) Anoma Ad
(20:07) Kinto Ad
(21:01) Ethereum's Roadmap: What Comes Next?
(38:33) The Role of Standards
(49:47) Unbundling the Blockchain
(56:12) Crypto's Successes and Failures
(1:03:10) Questions From the Crowd
--
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, Misha, CEO and Co-founder of Symbiotic, delves into the history and evolution of shared security. He discusses shared security’s various implementations over the years, and highlights Symbiotic's vision for the future. The conversation also touches on Symbiotic’s protocol design choices, offering a fresh perspective on shared security's potential to streamline and secure emerging networks.
Thanks for tuning in!
--
Resources
Ethena + Symbiotic: https://blog.symbiotic.fi/ethena-symbiotic/
--
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 in its mainnet launch phase — follow along on namada.net
--
Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.
If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Symbiotic: https://x.com/symbioticfi
Follow Felix: https://x.com/FelixLts
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- -
--
Timestamps:
(0:00) Introduction
(2:39) The History of Shared Security
(6:27) Polkadot's Impact
(12:18) Symbiotic's Vision for Shared Security
(26:09) Namada Ad
(27:08) Kinto Ad
(28:02) Symbiotic's Protocol Design
(56:13) Securing Cross-chain Transfers with Ethena
(1:05:55) Symbiotic's Impact on Ethereum's Future
--
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. - Laat meer zien
