Afleveringen
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In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets.
Learn more: https://blockworks.com/insights/blockworks-acquires-messari
Follow Blockworks on X: https://x.com/Blockworks
Follow Messari on X: https://x.com/MessariCrypto
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Follow Jason on X: https://x.com/JasonYanowitz -
The institutions are coming, but not where most crypto investors expect. As Wall Street adopts blockchain technology, the biggest opportunities may be shifting from Bitcoin itself to the infrastructure, applications, and market structures reshaping finance.
This week, we discuss the arrival of perpetual futures in the U.S., the stablecoin battle with traditional banks, and why crypto is increasingly forcing legacy financial institutions to adapt.
We also explore Coinbase and Deribit, Hyperliquid’s regulatory path, the debate over tokenized deposits, Michael Saylor’s Bitcoin strategy, and whether macro risks could keep markets under pressure. Enjoy!
TIMESTAMPS:
(00:00) Intro
(02:43) Where Institutions See Opportunity
(11:31) Stablecoins vs Tokenized Deposits
(26:55) Perps Finally Come Onshore
(32:58) Are Perps Futures Or Swaps?
(44:28) Coinbase Opens The Offshore Door
(51:30) Can Strategy Actually Sell Bitcoin?
(01:04:23) Is The Bitcoin Bottom In?
(01:08:41) Will The Fed Hike Again?
FOLLOW THE SHOW
› Inflection Point – https://x.com/BWInflection
› Marc – https://x.com/marcarjoon
› Matt – https://x.com/Matt_Hougan
› David – https://x.com/dlawant
› Michael – https://x.com/marcryptonio
› Blockworks – https://x.com/Blockworks
EVENTS
› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th
https://blockworks.com/events
DISCLAIMER
Nothing said on Inflection Point is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. -
Zijn er afleveringen die ontbreken?
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This week, Mippo, and Xavier sat down to discuss emerging optimism in crypto, NEAR's recent momentum, agent adoption timing, privacy use cases, competitive positioning, and long-term outlook.
Thanks for tuning in!
Resources
Venice Usage: https://x.com/KyleSamani/status/2060498893444354270?s=20
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Follow Myles: https://x.com/MylesOneil
Follow Xavier: https://x.com/0xave
Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
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Timestamps
(00:000 Introduction
(00:57) Optimism For Crypto
(05:47) Thoughts on NEAR
(11:31) Token Value Accrual
(15:18) NEAR’s Agent Adoption
(18:15) The Value of Privacy
(22:57) NEAR’s Focus Problem
(26:06) Sovereign Agents
(30:23) Agents Onchain
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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, Mippo, Myles, and Xavier sat down to discuss whether crypto's current slump reflects genuine stagnation or healthy maturation. They also unpack AI's near-term impact on DeFi security, the shifting VC fundraising bar, stablecoins reshaping crypto’s original thesis, and the US embracing onchain finance.
Thanks for tuning in!
Resources
David Hoffman: Why I Sold My ETH: https://x.com/TrustlessState/status/2059371247163613489?s=20
OpenZeppelin Co-Founder on DeFi Security: https://x.com/maraoz/status/2059413451265441990?s=20
–
Follow Myles: https://x.com/MylesOneil
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Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
—-
Timestamps:
(00:00) Introduction
(02:40) Outlook on Crypto
(10:22) Stablecoins Hurt L1s
(15:47) The VC Bar Has Been Raised
(20:17) Where’s the Creativity?
(26:06) Crypto Needs More Coinbases
(32:33) Crypto’s Maturation Phase
(45:36) 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, Mippo, and Myles sat down to discuss the recent talent exodus from the Ethereum Foundation, and Ethereum's declining market share against Solana and Hyperliquid. They debate the revenue meta, Dankrad Feist’s proposal for an economically aligned organization, leadership tensions, and more.
Thanks for tuning in!
–
Follow Myles: https://x.com/MylesOneil
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Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
—-
Timestamps
(00:00) Introduction
(02:31) ETH Foundation Talent Exodus
(10:57) Saving Ethereum
(15:00) Can ETH Win Without Price Appreciation?
(19:41) Building on Ethereum
(28:53) Ethereum’s Two Paths
(32:29) 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, Mippo, Myles, and Xavier sat down to discuss Circle's new Arc L1. They cover Arc's competition with Ethereum, Tempo, and Canton, token-versus-equity tensions, fee-based value accrual, US crypto momentum, and more.
Thanks for tuning in!
Resources
Call your Senator: https://www.standwithcrypto.org/
Senate Banking Committee Passes CLARITY: https://x.com/BitcoinMagazine/status/2054968501861851383?s=20
Circle’s Arc: https://x.com/arc/status/2053852639943852178?s=20
–
Follow Myles: https://x.com/MylesOneil
Follow Xavier: https://x.com/0xave
Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
—-
Timestamps
(00:00) Introduction
(01:24) US Crypto Dominance
(07:30) Circle’s Arc L1
(15:34) Leveraging USDC’s Distribution
(21:14) Token vs Equity Tension
(29:54) Where Does Value Come From?
(40:50) Arc vs Tempo
(47:32) Arc & Circle’s Challenge
(50:35) Arc’s Sleeper Bull Case
—--
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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed -
This week, Mippo, Myles, and Xavier sat down to discuss Stripe Sessions, the merging of fintech and crypto, Tempo's role in agentic commerce, where AI agents will land onchain, sector-specific blockchains, and the rise of stablecoin neobanks.
Thanks for tuning in!
Resources
Xave’s Thoughts on Stripe Sessions: https://x.com/0xave/status/2050211034338640091?s=20
Stripe’s Link: https://x.com/link/status/2049529099933348041?s=20
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Follow Myles: https://x.com/MylesOneil
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Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
—-
Timestamps
(00:00) Introduction
(01:22) Inside Stripe Sessions
(09:21) The Two Sides of Crypto
(13:46) The Funding Horse Race
(17:57) AIs Impact on Crypto
(26:43) Sector Specific Chains
(29:20) The Neobank Opportunity
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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, Mippo, Myles, and Xavier sat down to discuss Blockworks' Token Transparency Framework, exploring why founder accountability and disclosure standards matter now, the relationship between regulatory clarity and token classification, token versus equity value accrual, optimal token launch timing, exchange listing incentives, protocol security, and the potential for onchain, real-time disclosures.
Thanks for tuning in!
Resources
Vlad Tenev on Boring Earnings Calls: https://x.com/sourceryy/status/2049208276873581054?s=20
–
Follow Myles: https://x.com/MylesOneil
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Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
—-
Timestamps
(00:00) Introduction
(01:30) The Token Transparency Framework
(08:10) Why Disclosures, Why Now?
(18:18) Token vs Equity Value Accrual
(21:33) When Should You Launch a Token?
(34:24) Protocol Security as a Differentiator
(39:18) Future of Onchain Disclosures
—--
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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, Mippo, Myles, and Xavier sat down to discuss the brutal month for DeFi, North Korea's growing role in exploits, counterparty risk and curator models, the security-versus-speed tradeoff, and DeFi's path forward through stablecoins, agents, and fintech distribution.
Thanks for tuning in!
–
Follow Myles: https://x.com/MylesOneil
Follow Xavier: https://x.com/0xave
Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
—-
Timestamps
(00:00) Introduction
(00:32) A Month of DeFi Disasters
(05:44) Why Are Hacks Accelerating?
(09:53) Lending Models Today
(17:22) What Brings Capital Back to DeFi?
(24:28) The Overhang From Mythos
(28:44) Institutionalization of Crypto
(38:51) The Money Legos Thesis
(49:15) 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, we’re joined by monetsupply and Sam MacPherson to unpack the rsETH exploit, DeFi’s sentiment crisis, risk models, and Bitcoin's looming Q-Day decision around Satoshi's wallet.
Thanks for tuning in!
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Follow Sam: https://x.com/hexonaut
Follow monetsupply: https://x.com/MonetSupply
Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
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—-
Timestamps:
(00:00) Introduction
(01:07) The rsETH Exploit
(12:04) DeFi’s Sentiment Crisis
(20:22) Risk Within DeFi
(32:15) TradFi vs DeFi Tradeoffs
(40:46) Q-Day & Satoshi’s Wallet
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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, Jason and Mippo sat down to discuss the Blockworks rebrand! They examine the trust problem in crypto, onchain capital markets, disclosure frameworks, industry consolidation, and Blockworks’ evolution over the years.
Thanks for tuning in!
–
Follow Blockworks: https://x.com/blockworks
Follow Jason: https://x.com/JasonYanowitz
Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
—-
Timestamps
(00:00) Introduction
(02:06) The Current State of Crypto
(07:04) Crypto’s Trust Problem
(09:08) Blockworks’ Solution
(11:58) The Data Behind Tokens
(17:07) Blockworks’ Evolution
(24:56) Issues With Tokens
(35:18) The Blockworks Rebrand
(39:41) Crypto Sentiment
(43:47) 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, we’re joined by Marius from Kamino, and Reid from Figure to discuss the growth of RWA lending on Solana, the mechanics of RWA looping, private credit onchain, Figure's Forge platform, risk pricing, fixed rate borrow-lend, and how the composition of onchain credit assets may evolve over time.
Thanks for tuning in!
–
Follow Marius: https://x.com/y2kappa
Follow Reid: https://x.com/reidlikeabook
Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
—-
Timestamps
(00:00) Introduction
(05:01) Why RWA Deposits Keep Growing
(15:44) Thoughts on Private Credit
(20:45) What is Forge?
(25:11) RWA Looping
(34:54) How Rates Impact Onchain Activity
(45:33) Fixed Rate Borrow-Lend
(49:19) The Next 10 Years For RWAs
—--
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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, Mippo, Myles, and Xavier sat down to discuss the next crypto bull market, covering whether it has started, expected market breadth, rotation patterns, sector winners, the return of retail, the role of regulation, and how crypto's culture is evolving toward institutional maturity.
Thanks for tuning in!
–
Follow Myles: https://x.com/MylesOneil
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Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
—-
Timestamps
(00:00) Introduction
(02:20) Has the Next Bull Market Started?
(15:59) Broad Rally or Dispersion?
(23:03) What Leads This Cycle?
(30:26) Will Retail Come Back?
(42:49) Winning Sectors
(51:29) How Regulation Shapes This Cycle
(57:30) Crypto’s New Culture
—--
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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, we’re joined by Sreeram Kannan and Gajesh Naik from EigenCloud to discuss EigenCloud's evolution, the architecture behind Eigen's data, compute, and AI stack, agent property ownership via verifiable compute, and a live demo of Sovra, the first sovereign agent.
Thanks for tuning in!
Resources
Agentkit: https://www.eigencloud.xyz/agentkit
Sovra: https://www.sovra.dev/
–
Follow Eigen: https://x.com/EigenCloud
Follow Sovra: https://x.com/TrulyAutonomous
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Follow Gajesh: https://x.com/gajesh
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Subscribe on YouTube: https://bit.ly/3R1D1D9
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—-
Timestamps
(00:00) Introduction
(01:11) Eigen Cloud’s Origin Story
(13:26) The Future of DA
(22:56) Why Build on EigenCloud?
(41:52) Agents as the New Companies
(57:07) Sovra: The First Sovereign Agent
—--
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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, Mippo, Myles, and Xavier sat down to discuss the current fundraising landscape for early-stage crypto founders, covering how funding standards have shifted, optimal raise sizing, the inverted risk model of token-era investing, go-to-market strategy, how to run a fundraising process, and when to act on investor feedback.
Thanks for tuning in!
–
Follow Myles: https://x.com/MylesOneil
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Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
—-
Timestamps
(00:00) Introduction
(02:57) The Bar to Raise Has Never Been Higher
(10:53) The Impact of Market Cycles
(20:36) How Much Should You Actually Raise?
(27:51) Blockworks IR
(28:39) Telling Your Story
(41:02) Running a Fundraise
(57:58) Accepting Feedback
—--
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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
This week, Mippo, Myles, and Xavier sat down to discuss the bull and bear cases for Ethereum. They cover RWA dominance, agentic payments potential, leadership concerns, fee generation challenges, competition from Solana and corp chains, and the eroding network effects of ETH as a base asset.
Thanks for tuning in!
–
Follow Myles: https://x.com/MylesOneil
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Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
—-
Timestamps
(00:00) Introduction
(09:14) Bull Cases For Ethereum
(19:12) Bear Cases For Ethereum
(30:00) Ethereum’s North Star
(39:15) Final Verdict
—--
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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
Live from DAS, we’re joined by Tushar Jain and Greg Xethalis from Multicoin to discuss the CLARITY Act's implications for token projects, including disclosure requirements, value accrual mechanisms, the collapse of the token-equity dual structure, founder responsibilities around PMF, and the banking lobby's bad-faith opposition to stablecoin yield.
Thanks for tuning in!
--
Follow Tushar: https://x.com/tushar_jain
Follow Greg: https://x.com/xethalis
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
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Timestamps
(0:00) Introduction
(3:33) CLARITY: Where the Bill Stands
(4:57) Token Projects & the New Disclosure Era
(7:19) End of the Foundation Farce
(12:03) Investors Price Uncertainty Into Tokens
(18:42) Will CLARITY Fix Token Performance?
(25:44) What VCs Expect From Founders Now
(35:17) Value Accrual
(43:45) Banks vs Stablecoins
--
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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
Recorded live at Digital Asset Summit 2026, Mippo, Myles, and Xavier discuss the conference's institutional tone, the divergence between crypto's maturing infrastructure and underperforming tokens, the structural problems plaguing token launches, and what conditions might drive the next token bull market.
Thanks for tuning in!
–
Follow Myles: https://x.com/MylesOneil
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Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
—-
Timestamps
(00:00) Introduction
(03:07) Are Tokens Dead?
(07:17) The Last Five Years
(19:55) Blockworks IR Ad
(20:43) Will Tokens Make a Comeback?
(27:04) The Next Token Bull Market
—--
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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed. -
In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses.
As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model.
The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to evaluate opportunities.
Launched at the Digital Asset Summit in New York, Blockworks IR aims to fill a critical gap in the industry. Listen to learn more about the vision behind the product and what it means for the future of investor relations in crypto. -
This week, Michael and Vance sat down to discuss the macro impact of Middle East tensions on oil and markets, the SEC's crypto asset rulemaking, private credit liquidity risks, Tempo's mainnet launch, the agentic payments landscape, and the sustained growth trajectory of AI foundational models and GPU compute demand.
Thanks for tuning in!
–
Follow Oneshot: https://x.com/OneshotPodBW
Follow Framework Ventures: https://x.com/hiFramework
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Subscribe on YouTube: http://bit.ly/4aytFti
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—-
Timestamps
(00:00) Introduction
(00:47) Macro Outlook
(09:12) SEC Crypto Rulemaking
(12:57) State of the Market
(23:42) Impact of BDCs
(29:02) Tempo & Agentic Payments
(37:54) Intersection of Crypto & AI
—--
Disclaimer: Nothing said on Oneshot 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. 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