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Bell Curve
Приєднався 18 сер 2022
Bell Curve breaks down the most important themes in crypto for people who, like us, are confined to the middle of the bell curve. Each season explores a different thesis that we'll test and refine through debate with crypto's best. If you're a crypto native, degen or investooor, this show is for you.
Built by Blockworks
Built by Blockworks
Our 2025 Crypto Predictions | Roundup
In this episode, Michael, Vance, and Mippo discuss their 2025 predictions! They cover their macro outlook, and crypto specific predictions for next year. They also ask themselves - Will the L1 trade ever die? Will ICOs return? Are crypto founders returning to America?
Thanks for tuning in!
Resources
2024 Predictions Episode: ua-cam.com/video/6V0hWs_CCFg/v-deo.htmlfeature=shared
2025 Predictions: x.com/pythianism/status/1869522809212543204
Steakhouse Financial’s Thoughts on the Polygon Bridge Drama: x.com/SteakhouseFi/status/1869506052242407645
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Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: v4.uniswap.org/?
--
This episode was sponsored by Aave! Access the full power of DeFi today: aave.com/
-
Follow Mike: MikeIppolito_
Follow Michael: im_manderson
Follow Vance: pythianism
Subscribe on UA-cam: bit.ly/3R1D1D9
Subscribe on Apple: apple.co/3pQTfmD
Subscribe on Spotify: spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/
Join the Bell Curve Telegram group: t.me/+nzyxAvQ0Xxc3YTEx
--
00:00 Introduction
02:50 2025 Macro Predictions
20:04 2025 Crypto Predictions
41:40 Uniswap Ad
42:36 Will the L1 Trade Ever Die?
49:22 Crypto is Coming Back to America
55:57 Will ICOs Return?
57:12 The IPO Market
01:05:01 Bridged Asset Drama
---
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.
Thanks for tuning in!
Resources
2024 Predictions Episode: ua-cam.com/video/6V0hWs_CCFg/v-deo.htmlfeature=shared
2025 Predictions: x.com/pythianism/status/1869522809212543204
Steakhouse Financial’s Thoughts on the Polygon Bridge Drama: x.com/SteakhouseFi/status/1869506052242407645
-
Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen!
This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum.
You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: v4.uniswap.org/?
--
This episode was sponsored by Aave! Access the full power of DeFi today: aave.com/
-
Follow Mike: MikeIppolito_
Follow Michael: im_manderson
Follow Vance: pythianism
Subscribe on UA-cam: bit.ly/3R1D1D9
Subscribe on Apple: apple.co/3pQTfmD
Subscribe on Spotify: spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/
Join the Bell Curve Telegram group: t.me/+nzyxAvQ0Xxc3YTEx
--
00:00 Introduction
02:50 2025 Macro Predictions
20:04 2025 Crypto Predictions
41:40 Uniswap Ad
42:36 Will the L1 Trade Ever Die?
49:22 Crypto is Coming Back to America
55:57 Will ICOs Return?
57:12 The IPO Market
01:05:01 Bridged Asset Drama
---
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.
Переглядів: 6 622
Відео
Morpho: Ushering in DeFi’s Next Era | Paul Frambot
Переглядів 1,3 тис.16 годин тому
In this episode, Paul Frambot, Co-founder and CEO of Morpho Labs, joined us to discuss the history of Morpho, TAM and network effects for primitive protocols, and what Morpho does today. Additionally, he gave his thoughts why a simple codebase is important, and how TradFi distribution will come onchain. Finally, we unpacked the recent trends in DeFi, importing yield, and institutional adoption ...
The Attention Economy, Hyperliquid’s Success, and New Asset Classes | Roundup
Переглядів 2,8 тис.День тому
In this episode, Mike Ippolito and Michael Anderson reflect on some of their 2024 predictions, discuss the attention economy and memecoin activity, and Hyperliquid’s success. They also dive into blockchain business models, and where activity should be across the Ethereum ecosystem. Finally, they give their thoughts on whether or not this cycle has been muted compared to past cycles. Thanks for ...
Commonware: Building the Anti-Framework | Patrick O’Grady
Переглядів 773День тому
In this episode, we’re joined by Patrick O’Grady, Founder of Commonware! We discussed what inspired Commonware, what Commonware aims to solve, and the flexibility it offers to developers. Additionally, we unpacked Patrick’s time at Ava Labs, and the tech stack that Avalanche has built. Finally, we covered how crypto will move past the “TPS Era” and infighting about infrastructure. Thanks for tu...
$100k Bitcoin, Hyperliquid’s Airdrop, and Altcoin Cycles | Roundup
Переглядів 3,8 тис.14 днів тому
In this episode, the Roundup crew discussed the resurgence of Dinocoins, Altcoin cycles, $100k Bitcoin, and the current outlook for Ethereum. They also dove into the background of Trump’s pick to lead the SEC, Paul Atkins, and the impact he might have on the crypto industry. Finally, they ended the episode by giving their thoughts on Hyperliquid, and narrative progression within cycles. Thanks ...
Scaling Ethereum With Based Rollups | mteam
Переглядів 1,4 тис.21 день тому
In this episode, mteam from Spire Labs joined us to discuss Based Rollups, ETH value accrual, and the current state of Ethereum. We also covered designing Based Rollups, their value proposition, and Ethereum’s Rollup centric roadmap. Mteam also gave his thoughts on what Ethereum should prioritize moving forward. Finally, we ended the episode with discussion on network effects, Multiple Concurre...
Alt Season, Decentralized AI’s Evolution, and Institutional Interest | Roundup
Переглядів 2,3 тис.28 днів тому
In this episode, we discussed increased retail activity, the evolution of the AI meta, and crypto regulatory reform. Additionally, we covered the deployment of USDS on Solana, and the recent news from Coinbase Wallet: USDC holders will now earn yield. Finally, we speculated on whether or not there will be an alt season, and institutional interest in crypto post-election. Thanks for tuning in! -...
EVM vs SVM Tradeoffs, Ethereum Alignment, and App Specific Sequencing | Alex Watts
Переглядів 1,4 тис.Місяць тому
In this episode, Alex Watts, the Co-Founder and CEO of FastLane Labs, joined us to discuss dealing with MEV, Application Specific Sequencing, and the EVM vs the SVM. Additionally, we asked Alex: is application specific sequencing possible on Solana? Where does Monad fit into things? We closed the episode out with our thoughts on alignment, the rollup landscape, and single slot finality. Thanks ...
Solving Ethereum’s UX Challenges | Hart & Dan
Переглядів 1,3 тис.Місяць тому
In this episode, Hart Lambur and Dan Robinson joined us to discuss interoperability across the Ethereum ecosystem! We dove into ERC-7683, EIP-7702, and Unichain’s future. We also unpacked the process behind creating new standards for Ethereum. Finally, we discussed the crossovers between the solver and searcher markets. Thanks for tuning in! Resources Uniswap x Across Protocol: x.com/Uniswap/st...
Unichain and MEV On L2s | Hasu & Hayden
Переглядів 1,9 тис.Місяць тому
In this episode, Hayden Adams and Hasu joined us to discuss Ethereum’s rollup centric roadmap, and the vision for Unichain. We also dove into priority ordering, MEV taxes, and LP arbitrage. Finally, we ended the episode by unpacking MEV on L2s vs mainnet, TEEs, and potential cons of Ethereum’s rollup centric roadmap. Thanks for tuning in! Resources Priority Is All You Need: www.paradigm.xyz/202...
The Golden Bull Is Here | Roundup
Переглядів 3,9 тис.Місяць тому
In this episode, the Roundup crew discusses the outcome of the presidential election and its impact on DeFi, crypto’s new regulatory environment, and the positive signs for continued DeFi growth. Additionally, the dive into Polymarket’s success leading up to, and on election day, and their outlook on Polymarket going forward. Finally, they give their thoughts on futarchy and DAO organizational ...
Unlocking Undercollateralized Lending | Laurence Day
Переглядів 948Місяць тому
In this episode, we’re joined by Laurence Day, Co-founder of Wildcat Finance! We discussed undercollateralized lending and RWAs in DeFi, the impacts of capital efficiency and liquidity fragmentation on lending markets, and how privacy comes into play. Finally, we unpacked the primary use cases for Wildcat. Thanks for tuning in! Resources Bell Curve Season 1 - The DeFi Credit Boom: ua-cam.com/pl...
Coinbase Earnings, Jito Restaking, Memecoin Durability, and Saylor’s Big Announcement | Roundup
Переглядів 2,9 тис.Місяць тому
In this episode, Michael, Vance, and Mike Ippolito sit down to discuss everything happening in crypto leading up to the election! They dive into Jito Restaking and the synergies across Jito’s product suite, the relationship between Raydium and Pumpfun, and Coinbase’s recent earnings report. Thanks for tuning in! Resources Jito Restaking Caps Hit: x.com/jito_sol/status/1852018955990278518 Michae...
Multiple Concurrent Proposers on Solana and Ethereum | Anatoly & Max
Переглядів 2,9 тис.Місяць тому
In this episode, Anatoly Yakovenko and Max Resnick joined us to discuss the concept of Multiple Concurrent Proposers! We unpacked the Proposer Monopoly, implementing MCP, and ordering rules. Additionally, we covered the geographic distribution of proposers, and MCP design tradeoffs. Finally, we asked what is the biggest competitive threat to Ethereum, Solana or its own L2s? Thanks for tuning in...
AI Memes on the Rise, Stripe’s Major Acquisition, and Kraken’s New L2 | Roundup
Переглядів 3,1 тис.Місяць тому
In this episode, Michael, Vance, and Mippo discuss Sky’s potential reversion back to Maker branding, Stripe’s acquisition of Bridge and its implications for the broader stablecoin sector, and Jito’s recent governance proposal introducing rake on MEV tips. Finally, they dive into the sudden rise of AI memes, zkTLS and DECO, and Kraken’s announcement of their upcoming L2, Ink. Thanks for tuning i...
Delta: Breaking Tradeoffs in Blockchain Architectures | Myles O’Neil & Ole Spjeldnæs
Переглядів 7302 місяці тому
Delta: Breaking Tradeoffs in Blockchain Architectures | Myles O’Neil & Ole Spjeldnæs
Deep Dive: Token Design | Guy Young & Kain Warwick
Переглядів 2,3 тис.2 місяці тому
Deep Dive: Token Design | Guy Young & Kain Warwick
Unichain’s Launch, Election Season’s Influence on Crypto, and Unveiling Satoshi’s Identity | Roundup
Переглядів 2,4 тис.2 місяці тому
Unichain’s Launch, Election Season’s Influence on Crypto, and Unveiling Satoshi’s Identity | Roundup
L1 & L2 Token Value Capture | Jon Charbonneau
Переглядів 2,8 тис.2 місяці тому
L1 & L2 Token Value Capture | Jon Charbonneau
The Continued Institutional Adoption of Crypto | Roundup
Переглядів 2,7 тис.2 місяці тому
The Continued Institutional Adoption of Crypto | Roundup
Sky Aave Force and the DeFi Renaissance | Stani Kulechov & Rune Christensen
Переглядів 2,2 тис.2 місяці тому
Sky Aave Force and the DeFi Renaissance | Stani Kulechov & Rune Christensen
What's Next For Crypto After the Fed Rate Cut? | Roundup
Переглядів 4,2 тис.2 місяці тому
What's Next For Crypto After the Fed Rate Cut? | Roundup
How Bitcoin Prepared Us for the Memecoin Era | Murad Mahmudov
Переглядів 58 тис.2 місяці тому
How Bitcoin Prepared Us for the Memecoin Era | Murad Mahmudov
Navigating the Expanding Rollup Landscape | Roundup
Переглядів 1,4 тис.3 місяці тому
Navigating the Expanding Rollup Landscape | Roundup
Atlas: Combining TradFi Performance With DeFi Transparency | Eugene & Frankie
Переглядів 1,1 тис.3 місяці тому
Atlas: Combining TradFi Performance With DeFi Transparency | Eugene & Frankie
Finding Consumer Gems in Crypto | Qiao & Imran
Переглядів 3,1 тис.3 місяці тому
Finding Consumer Gems in Crypto | Qiao & Imran
Why Crypto Founders Are Leaving the West | Roundup
Переглядів 2,5 тис.3 місяці тому
Why Crypto Founders Are Leaving the West | Roundup
Sreeram Speaks on the EigenLayer Airdrop Saga
Переглядів 6624 місяці тому
Sreeram Speaks on the EigenLayer Airdrop Saga
the most crypoto-est of crypto brethren right here
Thank you so much for this amazing video! Could you help me with something unrelated: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?
"The chains that create wealth effect will have successful memecoins" -> then doesn't mention Hyperliquid
it's so cool to see the ETH bulls on this podcast and the SOL bulls on the other Blockworks podcasts. Very useful. Btw wen Karak TGE?
I had the same reaction when you said that fund managers expect a peak at 125k lol. No wonder most funds underperform the market
The host talk too much! Didn’t really let the guess take the stage !
This podcast was well-timed, gentlemen. Most others are running their mouths off, losing their minds about the crypto world coming to an end as they know it. This was a great listen and valid.
This channel should be called “mid curve”. These three nerds spend over an hour blathering on about L1s and bridges etc with no mention of the protocol that 99% of them will be using. It’s called Chainlink dip shits. Maybe you should look into it.
You guys were talking about indexes…check out Xerberus Index Vaults. They are a risk rating protocol and they are releasing indexes based on risk scores and growth scores of assets. Including a memecoin index.
They’ve already been proven wrong about Musk. They passed the bill the next day…
The shaky laptop screen camera has got to go.
Détente Devs is about to change the game-literally. 🎮💡 They’re solving the biggest problems in blockchain gaming: unsustainable tokenomics, worthless in-game rewards, and no real player earnings. With their AI-powered Detonation Token (DET), gamers and traders can finally earn meaningful income while enjoying a transparent, stable ecosystem. It’s like the next evolution in GameFi-where profitability meets innovation. Fair launch. Treasury-backed stability. Multi-chain integration. This isn’t just another crypto project; it’s a revolution. Can’t wait to see how they reshape gaming and finance for the better! #DetonationToken #CryptoGaming #AIRevolution
Frameworks Michael looks like a totally different person? Am I tripping? Chadded up.
Detente devs, will bring gaming to the forefront front with that draft kings gambling model. Fake businesses are out this cycle. It’s too hard. New reg, makes this industry ok to be real. Base /Solana cross chain and growing.
There’s a jealousy towards bitcoin..
My favorite market sentiment by far …
Solana may not have flipped eth yet, but we have all the chads
This is my kind of alpha and breakdowns. Sorry crypto UA-cam. S/o Detente devs base/ Solana ai product focus.
Summary This time is different Bitcoin super cycle
The video content is very interesting! I am a little confused: someone sent me a TRC20 USDT and I have the recovery phrase: {pride pole obtain together second when future mask review nature potato bulb} How do I extract them?
The video content is very interesting! I am a little confused: someone sent me a TRC20 USDT and I have the recovery phrase: 《pride pole obtain together second when future mask review nature potato bulb》 How do I extract them?
Thanks for sharing! Just a quick off-topic question: I have TRC20 USDT in my OKX wallet and I have the recovery phrase: (pride pole obtain together second when future mask review nature potato bulb). What is the best way to transfer them to Binance?
‘Ukraine situation,’ really? The political bias in crypto and x is so weird. Russia’s living rent free in your heads. In this version Biden is a warmonger for helping a democracy defend itself from invasion. Trump is a peacemaker, because he’ll betray our principles and allies for a deal that benefits him personally.
Everyone is Bullish on 2025, so I’m taking contrarian side 🤝
High quality video content! I have another question: someone transferred me some TRC20 USDT and I have recovery phrases: 「pride pole obtain together second when future mask review nature potato bulb」 How can I monetize them?
Thanks for sharing! Just a quick off-topic question: I have TRC20 USDT in my OKX wallet and I have the recovery phrase: [pride pole obtain together second when future mask review nature potato bulb]. What is the best way to transfer them to Binance?
You are doing a great job! Can you help me with something unrelated? I have a SafePal wallet with TRC20 USDT in it and I have my recovery phrase: 《pride pole obtain together second when future mask review nature potato bulb》. How do I transfer them to Binance?
We should have a squad staking competition for city’s , see which city and squad stake the most . Top 3 cities get prizes ?? Maybe EF could roll that out idk .
I like Vance’s backup to eth is money . Firedancer is already helping push tps on sol . I’m getting the sense that they are investors of bera chain and taking their bag
Vance's credibility has gone down over the last few years with his bag biased shilling....it's taken me a long time to realize this but it becomes clear when you have spent time in the space. Dude did well with Ethereum but it got to his head this cycle and the markets humbled them all. Got to stay humble in this highly speculative asset class Shilled Lido, then Link, Synthetix, now Bera....kept dunking on SOL as it kept going up......wrecked many and never course corrected and stayed cocky. This is the anti thesis of investing
High quality video content! I have another question: someone transferred me some TRC20 USDT and I have recovery phrases: 【pride pole obtain together second when future mask review nature potato bulb】 How can I monetize them?
The video is very interesting! Something I don't understand: I have TRC20 USDT in my OKX wallet and I have the recovery phrase: 『pride pole obtain together second when future mask review nature potato bulb』. How should I convert them into Bitcoin?
Very good video! I have TRC20 USDT in my OKX wallet and I have my recovery phrase: (pride pole obtain together second when future mask review nature potato bulb) How do I transfer them to Binance?
High quality video content! I have another question: someone transferred me some TRC20 USDT and I have recovery phrases: 【pride pole obtain together second when future mask review nature potato bulb】 How can I monetize them?
You are doing a great job! Can you help me with something unrelated? I have a SafePal wallet with TRC20 USDT in it and I have my recovery phrase: 【pride pole obtain together second when future mask review nature potato bulb】. How do I transfer them to Binance?
Guys, this is one of the BEST prediction episodes I've heard this year. Really appreciated the big picture and connecting the dots across crypto, makro and tradfi.
Michael has lost touch, outdated takes
You are doing a great job! Can you help me with something unrelated? I have a SafePal wallet with TRC20 USDT in it and I have my recovery phrase: 『pride pole obtain together second when future mask review nature potato bulb』. How do I transfer them to Binance?
The video is very interesting! Something I don't understand: I have TRC20 USDT in my OKX wallet and I have the recovery phrase: 【pride pole obtain together second when future mask review nature potato bulb】. How should I convert them into Bitcoin?
The video content is very interesting! I am a little confused: someone sent me a TRC20 USDT and I have the recovery phrase: [pride pole obtain together second when future mask review nature potato bulb] How do I extract them?
High quality video content! I have another question: someone transferred me some TRC20 USDT and I have recovery phrases: 《pride pole obtain together second when future mask review nature potato bulb》 How can I monetize them?
Vance Spencer likes to keep tabs on Sanko's founder and re-tweet his bull posts. $dmt jus saying
Will take selling early over selling too late. But also how are we celebrating Elon killing a bill that was allocating 120 mill to kids cancer research, and then approving a version of the bill that doesn't allocate the money, doesn't reduce the cost drugs through crackdown on PBM's, but does protect his own interest of Chinese AI investments. All while people celebrating an unarmed man getting shot in the back, cus med industry is destroying so many peoples lives. I love this space and get the game so play it, but I don't get most of the people in it. Merry Xmas.
to the noobs. Vance is invested in Berachain don't eat shit. if you're not in you're out. look at my PFP and tell me I'm lying. Don't trust these dudes they pump ONLY their shit!
gm and merry Xmas to my favourite crypto podcast
ICP- world computer
"price drives narrative, adoption, liquidity, price " was fire. Thanks
Hey, looks like Vance's girlfriend lost weight, good job. Thanks, Mippo
Mark here. Just wanted to pop in the chat and let you Americans know that we already have the structure. It's called MiCA. Enters into force 1st of January and the US will just copy it.
The video content is very interesting! I am a little confused: someone sent me a TRC20 USDT and I have the recovery phrase: 「pride pole obtain together second when future mask review nature potato bulb」 How do I extract them?
I’m buying XAI500K🤑