Bell Curve

The Final Bell Curve: What Does Crypto Look Like in 1 and 5 Years? Jul 14, 2026 3814 What happens when crypto finally grows up? This week, we look ahead to where crypto is headed over the next one and five years as regulation, institutions, and infrastructure reshape the industry. We explore consolidation, corporate chains, brokerages, AI agents, and where value may ultimately accrue across crypto's evolving stack. Thanks for tuning in! – Follow Myles: https://x.com/Myles

Why Crypto Changed Forever | Roundup Jul 3, 2026 3523 This week, Mippo, Myles, and Xavier sat down to discuss how crypto has changed over the past five years: regulatory clarity opening US markets, players moving up and down the stack, industry consolidation, defensibility challenges for startups, stablecoin chains, base layer neutrality, and what "winning" means through tokenized equity and earlier-stage access. Thanks for tuning in! – Follow M

Crypto's SocialFi Moment, Fomo Raises $75M & The Rise of Collectables Jun 26, 2026 2040 This week, Myles and Xavier sat down to discuss the rise of SocialFi apps like Fomo following its $75M fundraise. They deep dive into the growth of attention apps, Collector Crypt and more. Enjoy! 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 S

The Resurgence of Decentralized AI | Roundup Jun 19, 2026 3449 This week, Mippo, Myles, and Xavier sat down to discuss Anthropic's Fable rollout, and data-collection missteps as catalysts for renewed interest in decentralized AI. They discuss decentralized training, Nous Research, Venice's privacy model, the end of token maxing, upcoming crypto AI token launches, and evolving valuation frameworks across crypto and equities. Thanks for tuning in! Resourc

Blockworks Acquires Messari Jun 12, 2026 1739 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 Blockwork

Inflection Point Cross-Post: Crypto Is Forcing Traditional Finance To Upgrade Jun 12, 2026 4419 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 increas

NEAR Is Betting Everything On AI Agents | Roundup Jun 5, 2026 2130 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 – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https

Is Crypto Broken? | Roundup May 29, 2026 2859 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

Can Ethereum Still Win? | Roundup May 22, 2026 2036 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 Follow Xavier: https://x.com/

Circle’s Arc: Bull & Bear Cases | Roundup May 15, 2026 3366 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/2054968

Can Neobanks Break Traditional Banking? | Roundup May 8, 2026 2435 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/li

Why Investable Tokens Need Real Disclosures | Roundup May 1, 2026 2796 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 discl

What Brings Capital Back to DeFi? | Roundup Apr 26, 2026 3339 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:

Can DeFi Bounce Back? | Sam MacPherson & monetsupply Apr 24, 2026 3337 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! – 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 Subsc

The Blockworks Vision Apr 22, 2026 2697 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_ Subsc

Solana Is Becoming The Home Of Onchain Credit Origination | Marius Ciubotariu & Reid Simon Apr 21, 2026 3359 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/re

The Next Bull Market | Roundup Apr 17, 2026 3912 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 Follow Xavier: https://x.com/0xave Fol

Agents as Companies: The EigenCloud Thesis | Sreeram Kannan & Gajesh Naik Apr 14, 2026 3832 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 Ei

The New Rules of Crypto Fundraising | Roundup Apr 10, 2026 3726 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

The Bull & Bear Cases For Ethereum | Roundup Apr 3, 2026 2694 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 Follow Xavier: https://x.com/0xave Fo

Live From DAS: The End of Regulatory Theater | Tushar Jain & Greg Xethalis Mar 31, 2026 3203 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: http

Live From DAS: Are Tokens Dead? | Roundup Mar 27, 2026 1874 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 Follow Xavier: https://x

Investor Relations in the Onchain Era Mar 24, 2026 1319 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

Oneshot: Tempo Mainnet, Agentic Payments, and SEC Crypto Rulemaking | Roundup Mar 20, 2026 2845 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 F

Tempo Goes Live: Can Stripe’s Blockchain Own the Payment Rails? | Roundup Mar 20, 2026 4226 This week, Mippo, Myles, and Xavier sat down to discuss crypto's maturation and institutional momentum. They then conduct a bull/bear analysis of Tempo, a Stripe-incubated payments-focused Layer 1 blockchain, covering its tech architecture, distribution advantages, agent micropayments potential, competitive risks, and token versus equity considerations. Thanks for tuning in! Resources The A

Oneshot: Market Uncertainty, AI Valuations, and Crypto’s Path Forward | Roundup Mar 13, 2026 3071 This week, Michael and Vance sat down to discuss the state of the market, private-versus-public valuation gaps in AI and venture markets, a proposal to convert the Across token to equity, Strategy’s STRC product, potential crypto recovery narratives, and the role of bitcoin miners in AI data center infrastructure. Enjoy! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures:

Can Hyperliquid Become the Everything Exchange? | Roundup Mar 13, 2026 4140 This week, Mippo, Myles, and Xavier sat down to discuss Hyperliquid’s rapid growth, competitive advantages, what the team did right, and potential bull and bear cases for Hyperliquid’s long-term outlook. Thanks for tuning in! — The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables real-time,

What TradFi’s Crypto Integration Actually Looks Like | Sid Powell & Theo Golden Mar 10, 2026 3571 This week, we’re joined by Sid Powell and Theo Golden to discuss TradFi’s integration of DeFi, tokenization structures, RWA adoption, liquidity constraints, and how incumbents and DeFi-native firms may converge. Thanks for tuning in! — The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables re

Oneshot: The Bill That Could Reshape Crypto | Rebecca Rettig Mar 6, 2026 3050 This week, Michael and Vance sat down with Jito Labs’ CLO Rebecca Rettig to discuss the status of the CLARITY market structure bill, including congressional negotiations, committee roles, and the debate over stablecoin yield. They also cover regulatory dynamics, potential SEC and CFTC rulemakings, stablecoin oversight, implications for DeFi, and how the industry may evolve with or without new legi

A New Era in Crypto: Product-led Founders Take Over | Roundup Mar 6, 2026 4105 This week, Mippo, Myles, and Xavier sat down to discuss diverging institutional and crypto-native sentiment, exchange innovation, and how founder archetypes are shifting toward operators, and product-led builders. They also cover AI’s impact on execution and evolving crypto venture dynamics, fund sizing, and distribution-led value add. Thanks for tuning in! — The Canton Network is the only pu

Introducing: Inflection Point | The Crypto-TradFi Convergence Mar 5, 2026 3830 In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along

Everything Is Market: How Crypto Is Expanding Finance Into Culture | Jesse Walden Mar 3, 2026 3404 This week, we’re joined by Variant’s Jesse Walden to unpack the “Everything is Market” thesis, arguing that crypto expands finance into culture by lowering barriers to creating markets. We examine markets as change agents, APIs for intelligent agents, hyperfinancialization’s social effects, the evolution from gambling to investing, and implications for ownership, regulation, and AI-driven organiza

The Rise of Real World Asset Vaults | Roundup Feb 27, 2026 3719 This week, Mippo, Myles, and Xavier sat down to discuss the rise of vibe coding, and its parallels to past crypto token booms before examining the evolution of DeFi vaults and real-world asset looping. They dive into distribution, curation, oracle and liquidation risks, institutional adoption challenges, and the demand-side hurdles facing tokenized asset strategies. Thanks for tuning in! — Th

Funding Abundance: Aave’s Vision for DeFi and Real-World Assets | Stani Kulechov Feb 24, 2026 3445 This week, we’re joined by Stani Kulechov, Founder of Aave Labs, to discuss the “Funding Abundance” thesis, highlighting DeFi’s capital efficiency, institutional adoption, and expansion into RWAs. We also dive into Aave V4’s modular hub-and-spoke architecture, the Aave app strategy, revenue realignment via “Aave Will Win,” RWA looping, and evolving net interest margins. Thanks for tuning in!

Introducing Oneshot: The AI Arms Race and Crypto Market Consolidation | Michael & Vance Feb 20, 2026 2958 Welcome to Oneshot! OneShot is a new weekly podcast from Framework Ventures that explores the intersection of commodities, energy, AI, and emerging technology through a crypto lens. This week, Michael and Vance sat down to discuss progress on U.S. crypto market structure legislation, and industry consolidation. They also cover public versus private market dynamics, token valuations, AI adoption

The New Rules of Crypto Distribution | Roundup Feb 20, 2026 4956 This week, Mippo, Myles, and Xavier sat down to discuss market sentiment and Hyperliquid’s Policy Center, revisit the fat protocol thesis, and explore the evolving distribution strategies for crypto apps and infrastructure. Thanks for tuning in! — The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. I

What Makes a Good Token? | Roundup Feb 13, 2026 4299 This week, Mippo, Myles, and Xavier sat down to discuss what makes a “good” token by revisiting token categories, token buybacks versus reinvesting revenue for growth, plus token distribution and emissions challenges. Thanks for tuning in! — The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enab

Crypto’s Reality Check | Roundup Feb 7, 2026 3020 This week, Mippo, Myles, and Xavier sat down to discuss crypto’s massive selloff, divergence from equities, and the impact of large liquidations. They compare prior cycles, debate product-market fit versus token-led speculation, and discuss shifting focus toward stablecoins, prediction markets, RWAs, AI and crypto, and tougher VC funding standards. Thanks for tuning in! — The Canton Network i

The Infrastructure Behind Agentic Finance | Roundup Jan 30, 2026 3632 This week, Mippo, Myles, and Xavier sat down to discuss agentic finance at the intersection of AI and crypto. They cover payment rails, emerging standards, agent trust and incentives, identity and collateral mechanisms, market competition, trading use cases, UX challenges, and broader implications for compliance, infrastructure, and value creation in AI-driven financial systems.Thanks for tuning i

The Intersection of AI and Crypto: What Worked, What Didn’t, and What’s Next | Roundup Jan 23, 2026 3607 This week, Mippo, Myles, and Xavier sat down to discuss the intersection of AI and crypto. They cover early hype, infrastructure and compute marketplaces, Bittensor, DePIN, data coordination, SaaS disruption, pricing models, compliance, and where long-term value may emerge.Thanks for tuning in! Resources Ribbit Capital Letters: https://www.ribbitcap.com/perspective – Follow Myles: https://x.co

Market Structure, Macro Volatility, and the Next Phase of Crypto | Michael Anderson & Vance Spencer Jan 21, 2026 3067 This week, Michael and Vance discuss recent market volatility, crypto legislation,interest rate and housing market outlooks, Tom Lee and BitMine developments, AI industry consolidation, and emerging onchain business models. Thanks for tuning in! – Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Appl

Forward Guidance: The Market Is Rotating Faster Than Policy Can Keep Up Jan 16, 2026 3071 This week, we unpack rising market euphoria, sector rotations and why consumers are suddenly back in focus. We also dig into Fed constraints, Japan’s endgame, Bitcoin waking up, and more. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Bloc

Why Crypto Still Struggles to Capture the Value It Creates | Roundup Jan 10, 2026 4051 In this episode, we trace how open-source software shaped crypto, why value capture remains hard beyond Layer 1s, how rollups and infrastructure borrowed the wrong mental models, and where AI is forcing a rethink of software business models, incentives, and trust. Enjoy!Thanks for tuning in! – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://x.com/

Predictions for 2026 Jan 3, 2026 4861 This week, Mippo, Myles, and Xavier sat down to discuss their predictions for 2026! They cover ecosystems, corporate chains, DeFi themes, venture capital, prediction markets, and AI.Thanks for tuning in! Resources 2025 Year in Review: https://youtu.be/b3OMNMqMof0?si=q5Or5Vcc00kEwxbO Mippo’s 2026 Predictions: https://x.com/MikeIppolito_/status/2006813164768571857 Mippo on Bankless: https://yout

2025 Year in Review Dec 26, 2025 4731 This week, Mippo, Myles, and Xavier sat down for the 2025 Year in Review! They cover the biggest winners and losers of 2025, the best and worst calls of the year, the comeback story of the year, and more. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that bac

2026 Predictions with Michael Anderson and Vance Spencer Dec 19, 2025 4104 This week, Michael and Vance joined the show to recap everything that happened in 2025, and give their predictions for 2026. They cover the CLARITY Act, stablecoin growth, prediction markets, and more. Enjoy!Thanks for tuning in! -- Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple

Fixing Crypto’s Broken Token Structures | Roundup Dec 19, 2025 3758 This week, Mippo, Myles, and Xavier sat down to discuss recent events in crypto governance, including Uniswap’s unification plan, Aave’s internal conflict, and Circle’s acquisition of Axelar’s core developers. They dive into token and equity misalignment, investor protections, regulatory challenges, valuation implications, and potential future structures for decentralized protocols. Thanks for

The Return of Corporate Blockchains | Roundup Dec 11, 2025 4792 This week, Mippo, Myles, and Xavier sat down to discuss the resurgence of corporate blockchains, tracing their evolution from early “blockchain not Bitcoin” initiatives to today’s enterprise adoption. They analyze the various blockchain models, design tradeoffs, regulatory and strategic factors, and how companies like Stripe and Robinhood approach blockchain integration, and governance. Thanks

Platforms in Crypto: The Next Phase of Crypto Growth | Roundup Dec 5, 2025 4429 This week, Mippo, Myles, and Xavier sat down to discuss platforms in crypto. They define what a platform is, explore Ethereum and Solana as tech platforms versus monetary assets, and debate the merits of product-led vs. developer-led growth go-to-market strategies. They also dive into the challenges of building and scaling ecosystems, and give their thoughts on where true platform value resides in

Breaking Down Uniswap’s Fee Switch and UNIfication Proposal | Hayden Adams & Jesse Walden Nov 26, 2025 3545 In this episode, we’re joined by Hayden Adams and Jesse Walden to discuss Uniswap’s “fee switch”. We cover the proposed “UNIfication” structure, protocol fee mechanics, DUNA legal framework, front-end fee removal, investor alignment, retroactive token burns, and the proposal’s potential industry impact. Thanks for tuning in! -- Resources Uniswap’s UNIfication Proposal: https://gov.uniswap.

Revenue Meta, RWA Looping & Uniswap Fee Switch | Roundup Nov 14, 2025 3072 This week, we break down the violent selloff across equities and crypto, how real revenue, institutional capital, and RWA-looping are reshaping which assets survive. We also discuss the rise of institutional lending markets, Uniswap’s long-awaited fee switch proposal, and why retail-driven tokenomics are dead while fundamentals and sustainable business models take over. Enjoy! -- The Canton Netw

Inside Crypto’s Liquidity Crunch | Romeo Ravagnan & Sonya Kim Nov 7, 2025 4090 In this episode, we’re joined by Romeo Ravagnan and Sonya Kim from 3F Labs to discuss the $30 billion open-interest wipeout, Binance’s margin issues, and the collapse of Stream Finance’s xUSD. They unpack pooled versus isolated risk models in lending, liquidity dynamics, and emerging strategies for leveraging RWAs onchain.Thanks for tuning in! -- The Canton Network is the only public, permission

Crypto Finally Goes Mainstream | Roundup Oct 31, 2025 1809 In this solo Roundup, Mippo discusses JPMorgan’s pivot, the disruptive potential of stablecoins, new spot ETFs, the sustained growth of prediction markets, Trump pardoning CZ, and Western Union’s upcoming stablecoin. Thanks for tuning in! -- Resources Stablecoin Linked Cards - Way Better Secured Credit Cards: https://x.com/sytaylor/status/1982474892114096349 -- The Canton Network is the

The Token Revolution | Roundup Oct 24, 2025 2071 This week, Mippo dives into current crypto market sentiment, bullish macro trends, potential 2026 market shifts, rising barriers to entry in crypto sectors, and consolidation among exchanges. He also unpacks Ribbit Capital’s thesis linking AI and crypto, Coinbase’s acquisition of Echo, and renewed optimism for U.S. crypto regulation through the CLARITY Act. Thanks for tuning in! -- Resources

Gold Hits All-Time Highs, Stablecoin Adoption, and Historic Liquidations | Roundup Oct 17, 2025 3586 On this week’s Roundup, we discuss gold’s new highs, and the implications this has for Bitcoin and crypto markets. We also unpack institutional crypto adoption, stablecoin-driven innovation, market liquidations, CeFi vs. DeFi resilience, and rising interest in prediction markets and tokenized financial systems. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consist

Bitcoin Seasonality, Capital Flows, and New Stablecoins | Roundup Oct 3, 2025 3729 This week, we discuss Bitcoin’s seasonal trends, venture capital flows in crypto and AI, Flying Tulip’s $200M seed round, Keel’s debut on Solana, Stripe’s Open Issuance, and Cloudflare’s NET dollar. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a pe

Ethereum’s Next Step, HYPE’s Token Supply, and Tether’s Big Raise | Roundup Sep 26, 2025 3654 In this episode, we discuss Vitalik’s “low-risk DeFi” blog post, unpack Hasu and Jon Charbonneau’s HYPE supply-reduction proposal, and take a look at post-GENIUS Act stablecoin momentum. We also compare AI’s surge with crypto market performance, and close the episode with discussion on Tether’s $500B raise. Thanks for tuning in! -- Resources Low-risk DeFi Can Be For Ethereum What Search Was F

Shelby Deep Dive: Bringing Decentralized Hot Storage to Crypto | Pranav Raval Sep 23, 2025 2921 In this episode, we’re joined by Pranav Raval, Head of Core Infra at Aptos Labs, to discuss Shelby, a decentralized hot storage network designed to monetize reads, enable scalable data use, and support applications like streaming, ads, and AI. Pranav explains its architecture, cross-chain integration, and creator economy potential, while highlighting Aptos’s role as the coordination layer. Than

DATs, Stablecoin Wars, and Corporate Chains | Roundup Sep 19, 2025 4259 In this week’s Roundup, the Bell Curve crew reunites after six weeks to break down the ongoing evolution of digital asset treasury (DAT) companies, the shifting stablecoin landscape with HyperLiquid’s USDH, the debut of Stripe-backed Tempo and the broader “corporate chain” debate, and much more. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yie

The Best of Bell Curve Aug 15, 2025 2357 Bell Curve is taking a short summer break while the team recharges and enjoys some vacation time. We’ll be back with brand new episodes in September on our usual schedule. In the meantime, we didn’t want to leave you hanging, so we’ve pulled together some of our favorite conversations from past episodes — the moments you loved, and the ones worth hearing again. Enjoy the highlights, and we’l

GPT-5, Trump’s Crypto Executive Order, and Ethereum’s Bullish Saga | Roundup Aug 8, 2025 3503 In this week’s Roundup, we discuss the release of GPT-5, Trump’s Fed Governor appointment and macro policy shifts, Trump’s executive order to ease the path for private assets and crypto to be included in 401(k)s, Ethereum's institutional momentum, and emerging DeFi yield structures. Thanks for tuning in! -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting cha

Empire Cross-Post: The Bull Case For GLXY With Duncan & Rittenhouse Research Aug 5, 2025 5538 Gm! This week, Duncan and Matt join Yano to dive into Galaxy’s unique business model and how it’s perfectly positioned for the AI, crypto and datacenter narratives as we move into the future. -- Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in

Inside Crypto’s Credit Revival With Sid Powell | Roundup Aug 1, 2025 4223 In this episode, we’re joined by Maple Finance CEO and Co-Founder, Sid Powell, to discuss the evolving crypto credit landscape. We dive into the SEC’s Project Crypto initiative, institutional demand, structural shifts in DeFi lending post-Genesis, the rise of yield-bearing stablecoins, market indicators of leverage buildup, and the path toward DeFi 2.0 with improved transparency, regulation, and s

Forward Guidance: Threat to Fed Independence is Un-Anchoring Inflation Expectations | Jens Nordvig Jul 29, 2025 3400 In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and a weakening U.S. dollar. He explains how tariff shocks, long-end bond dynamics, and geopolitical tensions are reshaping global investment behavior and challenging the traditional safe-haven role of U.S. assets. Jens also outlines the structural phase

Everything You Need to Know About Crypto Treasury Companies With Jeff Park | Roundup Jul 25, 2025 4488 In this episode, we’re joined by Bitwise’s Head of Alpha Strategies, Jeff Park! We explore the financial engineering behind Bitcoin treasury companies, focusing on Michael Saylor’s capital structure innovations. We discuss convertible debt, preferred equity, market demand dynamics, options chains, in-kind contributions, tax and regulatory implications, and the sustainability of these treasury vehi

Empire Cross-Post: DC Crypto Week Takeaways With Rebecca Rettig & Alexander Grieve Jul 22, 2025 3933 Gm! This week, Rebecca Rettig and Alexander Grieve join Jason to unpack the successful crypto week and the 3 pieces of legislation that have passed and will now impact the way stablecoins and crypto move forward in the US landscape. -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live.

Ethereum’s Comeback, PumpFun’s ICO, and Crypto’s Regulatory Shift | Roundup Jul 18, 2025 3578 In this episode, Mippo and Vance discuss Ethereum’s resurgence driven by institutional inflows, and stablecoin adoption. They also dive into the PUMP ICO, its market positioning, and consumer platform potential. Finally, they cover regulatory developments, including the CLARITY and GENIUS Acts, and Coinbase’s wallet rebrand. Enjoy! -- Arkham is a crypto exchange and a blockchain analytics platfo

Empire Cross-Post: The Crypto Treasury Playbook With Ben Forman & Josh Solesbury From ParaFi Capital Jul 15, 2025 4433 Gm! Ben Forman and Josh Solesbury from ParaFi Capital join Yano for this episode to dive into all the details, developments, the good and the bad and the future for publicly traded crypto vehicles! -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turt

Robinhood’s L2, Pump’s TGE, and Suitgate | Roundup Jul 11, 2025 2085 In this episode, Mippo dives into Pump’s token launch and competitive pressures in the launchpad space, Robinhood’s onchain stock derivatives and Arbitrum-based L2 plans, and the prediction market controversy surrounding Zelensky’s attire.Thanks for tuning in! -- Resources Pump’s TGE & Launchpad Wars: https://x.com/_ryanrconnor/status/1943348190381543769 -- Arkham is a crypto exchange and a

Permissionless: America’s DeFi Renaissance | Eugene Chen & Merlin Egalite Jul 8, 2025 2602 In this episode, we went live from Permissionless with Eugene Chen, Co-founder and CEO of Ellipsis Labs, and Merlin Egalite, Co-founder of Morpho, to explore the resurgence of DeFi activity in the U.S. driven by emerging regulatory clarity around stablecoins and market structure. We also discuss U.S. dollar dominance in stablecoins, institutional adoption, the role of front-end regulation, real-wo

0xResearch Cross-Post: Crypto Regulation, Breakout Apps, and TradFi’s Impact | Jon Charbonneau Jul 4, 2025 3169 In this episode, Jon Charbonneau of DBA joined us at Permissionless to discuss regulatory arbitrage in crypto, challenges around decentralization, and the evolving role of L2s. We also explore opportunities in prediction markets, memecoins, and modular lending. Finally, we touch on investment trends, talent pools, and institutional adoption across ecosystems like Solana, Base, Monad, and Hyperliqu

Permissionless: DeFi’s Next Frontier | Hayden Adams & David Hoffman Jul 1, 2025 1407 In this episode, we went live from Permissionless with David Hoffman and Hayden Adams to discuss Uniswap’s evolution from V1 to V4 and the development of Unichain. We dive into Uniswap’s full-stack approach, MEV minimization strategies, competition with centralized platforms, and the future of the Uniswap wallet. Thanks for tuning in! -- Katana is a DeFi-first chain built for deep liquidity an

Macro Updates, Industry Narratives & Big Tech Coming For Crypto | Permissionless IV Recap Jun 30, 2025 2027 To recap Permissionless, we got the hosts from 0xResearch, Forward Guidance, Lightspeed, and Supply Shock together to discuss their thoughts from the conference, and what they are excited about going forward. Enjoy! -- Follow Boccaccio: https://x.com/salveboccaccio Follow Danny: https://x.com/defi_kay_ Follow Rizzo: https://x.com/pete_rizzo_ Follow Felix: https://x.com/fejau_inc Follow Jack:

Bell Curve x Empire: Prediction Markets, Crypto’s Magnificent 7, and Stablecoin Growth | Roundup Jun 27, 2025 2631 This crossover episode is coming to you LIVE from Permissionless! Michael, Santi, Mippo, and Jason discuss the growth of prediction markets, crypto’s own “Magnificent 7” forming, Bitcoin’s dominance, and stablecoins going mainstream. Thanks for tuning in! -- Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of t

The Role of DeFi Risk Curators | Adrian & Tarun | S9 E5 Jun 24, 2025 5870 In this episode, we’re joined by Tarun from Gauntlet, and Adrian from Steakhouse, to dive into the emerging role of risk curators in DeFi. We cover the evolution of curator models, incentive structures, fixed-rate lending via Morpho v2, market design trade-offs, institutional adoption, and future opportunities for specialized lending infrastructure. Thanks for tuning in! -- Katana is a DeFi-f

Macro Uncertainty, Circle’s Surge, and Prediction Market Utility | Roundup Jun 20, 2025 3651 In this episode, we discuss the current macro volatility, the GENIUS Act and CRCL’s price surge, and “alt season” narratives shifting to public markets. We also cover token unlock dynamics, JP Morgan’s stablecoin plans, and the emerging utility of prediction markets. Thanks for tuning in! -- Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and invest

Introducing The Token Transparency Framework | Empire Jun 18, 2025 4130 On this episode, Yano is joined by Dan Smith of Blockworks Research, Felipe Montealegre of Theia Research and Louis T of L1D to publicly launch a brand new, industry leading Token Transparency Framework that will move the entire industry forward! -- Learn more here - https://blockworks.co/token-transparency -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe t

How Morpho Is Redefining Money Markets | Paul Frambot | S9 E4 Jun 17, 2025 3951 In this episode, we’re joined by Paul Frambot, Co-founder and CEO of Morpho Labs to discuss Morpho V2! We dive into Morpho V2’s architecture, MEV implications for the new design, and the curator market. We also cover stablecoin demand, and the potential for building an onchain yield curve.Thanks for tuning in! -- Resources Morpho - Ushering in DeFi’s Next Era: https://youtu.be/smvV7Ax3bdE

0xResearch Cross-Post: The Last Mile Problem For Stablecoins | Analyst Round Table Jun 13, 2025 3592 In this episode, we discuss Plasma’s token sale, and whether USDT supply on Tron will migrate to Plasma. We also unpack Morpho’s efforts to align token vs equity incentives. Finally, we dive into what products we are currently interested in and trying out. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are s

0xResearch Cross-Post: How Should We Value Hyperliquid? Jun 10, 2025 4400 In this episode, we discuss whether the HyperEVM has been a success, HyperCore’s growth moving forward, and the impact of builder codes and HIP-3. Finally, we dive into how to value the HYPE token.Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Ledger, t

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