ESG ETH, Cosmos Hype & Starbucks NFTs | Roundup

In this episode of Bell Curve, we debate what the merge means for ETH long-term, why ESG ETH is a prime selling point and the PoS vs PoW debate. We then discuss the Cosmos thesis, MEV frameworks, the return of CeDeFi, why your NFT is not equity and more. As usual, this episode is packed full of alpha and spicy takes. - - Timestamps (00:00) Intro (02:01) The Merge, ESG ETH & PoS vs PoW Debate (16:37) Cosmos Thesis, Aggregation and Gaming (28:20) Blockchain Monetization & MEV Frameworks (38:14) Compound Treasury, Bringing Institutional Fire Power to DeFi (44:35) CeDeFi is Back & Tokenized Treasuries (52:35) Fidelity Bitcoin Announcement & Evaluating New Projects (1:00:01) Starbucks NFTs, Open Systems & Product Customer Mismatches (1:11:43) Memes of the Week (1:16:48) Doodles $704M Valuation & NFTs Aren't Equity - - Follow Vance: https://twitter.com/pythianism Follow Michael: https://twitter.com/im_manderson Follow Mike: https://twitter.com/MikeIppolito_ Follow Jason: https://twitter.com/JasonYanowitz Follow Bell Curve: https://twitter.com/thebellcurvepod Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH - - Resources: Delphi Cosmos Report https://members.delphidigital.io/reports/finding-a-home-for-labs SBF tweet thread on Coinbase earnings https://twitter.com/SBF_FTX/status/1458205105124257793 Brian Armstrong's tweet on Coinbase's new politician feature https://twitter.com/brian_armstrong/status/1570133078022160384? CoinShares' MakerDAO proposal https://forum.makerdao.com/t/mip86-coinshares-usdc-institutional-rewards/17900 Compound Treasury announcement https://bit.ly/3QOZTVs Ledger meets Cobie tweet https://twitter.com/ledgerstatus/status/1570450674902568960? - - 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.

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