Bell Curve

Jason Yanowitz and Mike Ippolito | Blockworks

Hosted by Jason Yanowitz and Mike Ippolito, Bell Curve is for degens stuck in the middle of the bell curve.

  • 1 hour 7 minutes
    Will Crypto Leave the US? | Roundup

    In this episode, the crew discusses the current state of crypto regulation and political candidate support in the US. They explore the viability of meme coins and the challenges of annualizing returns in the crypto space. The conversation also debates crypto-native gaming, the importance of crypto remaining a key industry in the US, and the technical improvements and institutional interest that could fuel a resurgence in Ethereum. Thanks for tuning in!

    - -

    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.


    Claim your unique Wormhole NFT at

    https://wormhole.com/bellcurve17-4859

    - -

    Uniswap builds simple and secure products that help you swap smarter.

    Web. Mobile. Extension. Powered by the smartest protocol in DeFi.


    To learn more about the Uniswap’s products head on over to:

    https://blckwrks.co/Uniswap

    - -

    Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.


    Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.


    Join Flood tide campaign!

    https://flood.bid/bell-curve

    - -

    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

    (2:39) US Crypto Political Climate

    (10:47) Viability of Memecoins

    (23:42) Wormhole Ad

    (24:56) Flood Ad

    (25:55) Uniswap Ad

    (26:48) FriendTech Airdrop

    (43:05) Is this Cycle Different?

    (55:28) Ethereum's Position

    - -

    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.

    10 May 2024, 10:50 am
  • 50 minutes 53 seconds
    Interoperability's Product-Market Fit | Deep Dive

    In today's episode, Michael chats with Nikhil Suri from the Wormhole Foundation about the future of multichain and interoperability in crypto. They discuss the challenges of creating a seamless user experience across different chains, the role of general message passing protocols like Wormhole, and the potential impact of zero-knowledge proofs on scaling and security. Nikhil also shares his thoughts on the social challenges of interoperability standards adoption and the current product-market fit for cross-chain applications, particularly in the realm of token transfers and multichain governance.

    --

    Follow Nikhil: https://twitter.com/nsuri_

    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- -

    --

    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.


    Try out sei v2 devnet - visit the new sei.io to find out more.

    - -

    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

    - -

    Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks


    Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above.

    - -

    Timestamps:

    (0:00) Introduction

    (2:49) The Future of Multichain

    (8:15) Opionated vs Flexibility

    (13:34) ZKPs & Interop

    (23:06) Sei Ad

    (24:06) Kinto Ad

    (24:59) Supra Ad

    (25:55) Impact of Social Challenges

    (30:56) PMF of Interop

    (32:37) Multichain Governance

    (38:17) What is the Good Crypto Outcome?

    - -

    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.

    8 May 2024, 11:00 am
  • 1 hour 16 minutes
    Eigen's Dual Staking Dilemma: Eth vs Eigen Security | Roundup

    In this episode, Mike and Myles dive into Eigen Layer's major announcement, unpacking the details and implications of the Eigen token airdrop, the Eigen Foundation, and the positioning of Eigen as an "intersubjective work token". They discuss the community's mixed reaction to the airdrop details and geo-fencing, the objectives and considerations around airdrops in general, and the innovative tokenomic design of the Eigen token in enabling a dual staking system with ETH to secure Eigen Layer and mitigate risks. Mike and Myles explore how this new staking model could impact the Eigen Layer ecosystem, AVS adoption of the Eigen token, and the overall bullish effect it could have on ETH and the growth of restaking. Enjoy!

    - -

    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.


    Claim your unique Wormhole NFT at

    https://wormhole.com/bellcurve15-2292

    - -

    Uniswap builds simple and secure products that help you swap smarter.

    Web. Mobile. Extension. Powered by the smartest protocol in DeFi.


    To learn more about the Uniswap’s products head on over to:

    https://blckwrks.co/Uniswap

    - -

    Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.


    Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.


    Join Flood tide campaign!

    https://flood.bid/bell-curve

    - -

    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

    (3:35) Eigen Layer Announcements

    (10:16) Risks of Eigen

    (17:35) Objective of Airdrops

    (27:46) Wormhole Ad

    (29:00) Flood Ad

    (29:59) Uniswap Ad

    (30:53) Eigen Token Design

    (34:42) Intersubjective Work Token

    (45:41) Value Accrual

    (57:32) Security Decision Making

    (1:05:39) Bullish Eth Affect

    - -

    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.

    3 May 2024, 10:50 am
  • 1 hour 32 minutes
    Crypto's Multichain Masterplan | S7 E8

    Season 7 | Episode 8

    In this wrap-up episode of Season 7, Mike and Hart dive deep into the multichain endgame of crypto. They discuss how the user and developer experience might evolve in a multichain future, the role of ZK tech in enabling interoperability, and the importance of standardization across chains. They explore the potential for L1 assets to become commodities, the challenges of achieving sub-second finality, and the ultimate goal of reinventing global financial infrastructure through blockchain technology. Thanks for watching season 7!

    --

    Follow Hart: https://twitter.com/hal2001

    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- -

    --

    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.


    Try out sei v2 devnet - visit the new sei.io to find out more.

    - -

    Uniswap builds simple and secure products that help you swap smarter.

    Web. Mobile. Extension. Powered by the smartest protocol in DeFi.


    To learn more about the Uniswap’s products head on over to:

    https://blckwrks.co/Uniswap

    - -

    Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks


    Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above.

    - -

    Timestamps:

    (0:00) Introduction

    (4:17) Multichain End Game Vision

    (15:04) Crypto's Commodity Boom

    (27:14) Blockspace is a Commodity

    (34:02) Sei Ad

    (35:02) Uniswap Ad

    (36:06) Supra Ad

    (37:02) Zero Knowledge Costs Improvement

    (49:09) Dream Transaction Flow

    (58:42) Market Demand for Interoperability

    (1:05:12) Intent & General Message Layers

    (1:13:36) User Security Model Preference

    (1:24:51) Best Outcome of 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.


    24 April 2024, 11:00 am
  • 1 hour 2 minutes
    Solana: State Of The Network | Mert Mumtaz, Dan Smith | Lightspeed

    Gm! Bell Curve's season 7 will be back soon. This week our friends Mert and Dan from the Lighspeed discuss the state of the network, MarginFi drama, Uniswap vs the SEC, airdrops, Monad's $225 million raise & more. Enjoy!

    --

    Follow Mert: https://twitter.com/0xMert_

    Follow Dan: https://twitter.com/smyyguy

    Follow Lightspeed: https://twitter.com/Lightspeedpodhq

    --

    Subscribe on YouTube: https://bit.ly/43o3Syk

    Subscribe on Apple: https://apple.co/3OhiXgV

    Subscribe on Spotify: https://spoti.fi/3OkF7PD


    Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

    --

    Try 3 months FREE of Helium Mobile with the code LIGHTSPEEDMOBILE: hellohelium.com


    Experience a new phone service that uses the Helium Network – a decentralized wireless network built by the people – AND the nation’s largest 5G network. Drastically save costs while you enjoy unlimited talk, text, and data for just $20/month. Plus, you can earn MOBILE tokens for sharing where you use your phone the most.

    --

    00:00 Introduction

    01:24 Solana: State Of The Network

    13:03 Helium Mobile Ad

    14:05 Do Validators Need To Be Profitable?

    17:36 MarginFi

    33:28 Airdrops

    36:58 SEC Sends Uniswap a Wells Notice

    46:42 Monad Raises $225 Million

    --

    Disclaimers:


    Lightspeed was kickstarted by a grant from the Solana Foundation.


    Nothing said on Lightspeed 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. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

    23 April 2024, 11:00 am
  • 1 hour 9 minutes
    Bitcoin's Renaissance: Inside Runes, Ordinals, and Transaction Revenue | Roundup

    In this week's round up the Mike and Vance dive into the recent Bitcoin correction, discussing the narratives surrounding interest rates, politics, and the upcoming halving. They explore the launch of Runes on Bitcoin and its potential impact on the ecosystem. The conversation also delves into the merging of Bitcoin and Ethereum, the challenges faced by Solana, and the importance of L1 performance for L2 functionality. They discuss the concept of profits and fees for L1s, the growth of restaking, and the role of apps in shaping the future of crypto. Thanks for tuning in!

    - -

    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.


    Claim your unique Wormhole NFT at

    https://wormhole.com/bellcurve14-7833

    - -

    Uniswap builds simple and secure products that help you swap smarter.

    Web. Mobile. Extension. Powered by the smartest protocol in DeFi.


    To learn more about the Uniswap’s products head on over to:

    https://blckwrks.co/Uniswap

    - -

    Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.


    Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.


    Join Flood tide campaign!

    https://flood.bid/bell-curve

    - -

    Follow Mike: https://twitter.com/MikeIppolito_

    Follow Michael: https://twitter.com/im_manderson

    Follow Vance: https://twitter.com/pythianism


    Subscribe on YouTube: https://bit.ly/3R1D1D9

    Subscribe on Apple: https://apple.co/3pQTfmD

    Subscribe on Spotify: https://spoti.fi/3cpKZXH


    Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

    - -

    Timestamps:

    (0:00) Introduction

    (5:40) Bitcoin Correction Thoughts

    (18:46) Bitcoin Memecoin Barbell

    (23:49) Wormhole Ad

    (25:03) Flood Ad

    (26:02) Uniswap Ad

    (26:55) Runes Launch

    (40:07) User & Economic Lock in

    (46:49) L1 vs L2 Scaling

    (57:11) Profits for an L1

    (1:03:09) Restaking Growth

    - -

    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.

    19 April 2024, 11:00 am
  • 54 minutes 58 seconds
    Inside the Crypto Options and Derivatives Boom | Nick Trileski

    In this episode, Mike is joined by Nick Trileski, a crypto options trader at Cumberland DRW, for an in-depth discussion on the current state of the crypto options and derivatives market. They explore the growth of options trading, the psychology around all-time highs, and the increasing institutional demand as evidenced by rising open interest. The conversation also touches on the dynamics of perps versus options, the risks and opportunities in basis trades like Athena, and the potential for continued growth in the crypto options space.

    --

    Follow Nick: https://twitter.com/ntrlsk

    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- -

    --

    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.


    Try out sei v2 devnet - visit the new sei.io to find out more.

    - -

    Uniswap builds simple and secure products that help you swap smarter.

    Web. Mobile. Extension. Powered by the smartest protocol in DeFi.


    To learn more about the Uniswap’s products head on over to:

    https://blckwrks.co/Uniswap

    - -

    Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks


    Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above.

    - -

    Timestamps:

    (0:00) Introduction

    (2:03) State of Crypto Options

    (7:04) Perps vs Options

    (16:53) Perps vs Spot Growth

    (21:42) Sei Ad

    (22:41) Uniswap Ad

    (23:45) Who Uses Options?

    (30:18) Volatility of Crypto

    (33:35) Psychology of ATHs

    (40:37) Institutional Demand of Open Interest

    (43:00) Is Retail Back?

    (51:25) Ethena's Strategy

    - -

    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.

    16 April 2024, 10:00 am
  • 1 hour 3 minutes
    The Battle of Restaking Platforms & Alt L1s | Roundup

    In this week's round up the Mike, Michael, and Vance break down Uniswap's fight with the SEC over a Wells notice and the implications for DeFi, as well as Bearchain's massive $100M raise. The risks of hedging altcoin investments using perpetual futures contracts are explored, along with the significance of Circle and BlackRock uniting to bridge traditional finance and DeFi. They also dissect the implosion at lending protocol MarginFi and the fierce competition heating up between Eigen and Carrick in the emerging universal restaking platform space.

    - -

    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.


    Claim your unique Wormhole NFT at

    https://wormhole.com/bellcurve13-1983

    - -

    Uniswap builds simple and secure products that help you swap smarter.

    Web. Mobile. Extension. Powered by the smartest protocol in DeFi.


    To learn more about the Uniswap’s products head on over to:

    https://blckwrks.co/Uniswap

    - -

    Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.


    Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.


    Join Flood tide campaign!

    https://flood.bid/bell-curve

    - -

    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 at Warp Speed

    (6:24) Uniswap Wells Notice

    (18:26) $100m Berachain Raise

    (28:04) Wormhole Ad

    (29:17) Flood Ad

    (30:16) Uniswap Ad

    (31:10) Karak Universal Restaking Platform

    (40:54) Hedging by Perps

    (48:05) Circle USDC & BlackRock CBDC

    (53:37) MarginFi Implosion

    - -

    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.

    12 April 2024, 2:29 pm
  • 1 hour 26 minutes
    Solana's MEV Inflection Point: Users vs Protocol | Deep Dive | Eugene & Lucas

    In today's episode, Mike is joined by Eugene from Ellipsis Labs and Lucas from Jito to discuss the current state and future of MEV on Solana. The trio dives into the philosophical divergence between Solana and Ethereum's approaches to mitigating MEV, with Solana prioritizing user experience and low fees while Ethereum focuses on incentive compatibility and decentralization. They explore the challenges Solana faces with record volumes, network congestion, and the ongoing debate surrounding transaction fees and block space. The discussion also touches on the potential for Solana L2s, the fight against spam, and the network's meme coin mania, ultimately concluding with insights on the delicate balance Solana must strike between performance, decentralization, and user experience.

    --

    Follow Lucas: https://twitter.com/buffalu__

    Follow Eugene: https://twitter.com/0xShitTrader

    Follow Hart: https://twitter.com/hal2001

    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- -

    --

    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.


    Try out sei v2 devnet - visit the new sei.io to find out more.

    - -

    Uniswap builds simple and secure products that help you swap smarter.

    Web. Mobile. Extension. Powered by the smartest protocol in DeFi.


    To learn more about the Uniswap’s products head on over to:

    https://blckwrks.co/Uniswap

    - -

    Timestamps:

    (0:00) MEV on Solana

    (16:25) Ethereum vs Solana Approaches

    (27:34) Sei Ad

    (28:34) Uniswap Ad

    (29:37) Solana Spam Solution

    (36:18) Necessary Trade-Offs

    (44:43) Solana UX Degredation

    (50:53) Solana Fee Overhaul

    (1:03:32) Solana L2s

    (1:11:03) Dynamic Block Limits

    - -

    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.


    9 April 2024, 11:00 am
  • 1 hour 6 minutes
    The Evolution of Crypto Venture Funds | Roundup

    In this week's round up the Mike, Michael, and Vance examine the new market structure emerging as fresh capital starts to flow back into the space and debate whether this could break the traditional crypto market cycles. They also discuss the impact of early liquidity on founders and teams through token launches. Additionally, they analyze the impressive growth and revenue numbers from Coinbase's layer 2 Base. Finally, they explore the role of collateral and yield in the crypto ecosystem compared to traditional finance.

    - -

    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.


    Claim your unique Wormhole NFT at

    https://wormhole.com/bellcurve11-7554

    - -

    Uniswap builds simple and secure products that help you swap smarter.

    Web. Mobile. Extension. Powered by the smartest protocol in DeFi.


    To learn more about the Uniswap’s products head on over to:

    https://blckwrks.co/Uniswap

    - -

    Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.


    Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.


    Join Flood tide campaign!

    https://flood.bid/bell-curve

    - -

    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

    (2:58) Aave and Maker Drama

    (23:18) Wormhole Ad

    (24:32) Flood Ad

    (25:31) Uniswap Ad

    (26:25) US Governement Sells Bitcoin

    (41:17) Structure of VCs

    (46:11) Founders in Web3

    (55:00) Liquid Restaking Layer TVL

    - -

    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.

    5 April 2024, 11:00 am
  • 1 hour 20 minutes
    Network Effects and Value Accrual in Crypto | S7 E7 | Kyle Samani

    Season 7 | Episode 7

    In today's episode Kyle Samani from Multicoin Capital joins Michael and Hart to discuss the complex dynamics of network effects in the blockchain ecosystem. The conversation dives deep into the different types of network effects at play, the phenomenon of anti-network effects caused by high gas fees, and the potential for blockchain technology to revolutionize global finance. Kyle shares his insights on the end state of L1 blockchains, the role of interoperability, and where value may ultimately accrue in the crypto stack. Along the way, they debate the relative importance of technological innovation versus monetary characteristics in driving value.


    Although our guest this week is a Managing Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

    --

    Follow Kyle: https://twitter.com/KyleSamani

    Follow Hart: https://twitter.com/hal2001

    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- -

    --

    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.


    Try out sei v2 devnet - visit the new sei.io to find out more.

    - -

    Uniswap builds simple and secure products that help you swap smarter.

    Web. Mobile. Extension. Powered by the smartest protocol in DeFi.


    To learn more about the Uniswap’s products head on over to:

    https://blckwrks.co/Uniswap

    - -

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    - -

    Timestamps:

    (0:00) Interview Start: Kyle Samani

    (3:53) Network Effects & Blockchains

    (17:57) Blockchain Based Games & Social Apps

    (27:45) Sei Ad

    (28:44) Uniswap Ad

    (29:38) Supra Ad

    (30:34) Integrated vs Modular

    (33:06) Protocol vs Token Network Effects

    (55:36) End State of L1s

    (1:08:58) 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.

    2 April 2024, 11:00 am
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