Bell Curve
Episodes
Coinbase's End Game: Keep it BASEd | Roundup
24 Feb 2023
Contributed by Lukas
This episode covers Coinbase's Base L2 announcement. We discuss why Base could be a game changer, how Coinbase will monetize Base, how Base impacts co...
The Rollapp Stacks | Sovereign Labs, Slush
21 Feb 2023
Contributed by Lukas
Season 3 | Episode 5 In this episode of Bell Curve, Kalman Lajko and Preston Evans explain their thesis behind the optimal Rollapp stack. We start wit...
OpenSea’s BLURred Vision, Tech’s New Paradigm & MEV Talk | Roundup
17 Feb 2023
Contributed by Lukas
This episode of Bell Curve explores Blur's airdrop and attack on OpenSea's market share. We discuss Blur's business strategy, BLUR token incentives, O...
MEV: The Economic Driver of Blockchains
14 Feb 2023
Contributed by Lukas
In this episode of Bell Curve, we are joined by Nitesh Nath, Xave Meegan and Maghnus Mareneck to discuss the economic driver of blockchains: MEV. Mine...
Operation Choke Point: Is Kraken the first domino? | Roundup
11 Feb 2023
Contributed by Lukas
This episode of Bell Curve explores the implications of the SEC shutting down Kraken's US staking operations. Is the SEC coming for Coinbase next? Wha...
Competing Security Models for Appchains | Nick White, Dev Ojha
07 Feb 2023
Contributed by Lukas
Season 3 | Episode 3 In this episode of Bell Curve, Nick White and Dev Ojha join us to debate the pros and cons of applications owning the full tech s...
An Inside Look at Crypto Venture Firms | Roundup
03 Feb 2023
Contributed by Lukas
This episode of Bell Curve explores the crypto venture capital landscape. We discuss how VC funds are managed, what separates the best funds from the ...
Fat Apps: Aggregation Theory in Crypto Networks | Zaki Manian, Sam Hart
31 Jan 2023
Contributed by Lukas
Season 3 | Episode 2 In this episode of Bell Curve, Zaki Manian and Sam Hart join us to discuss how Aggregation Theory applies to crypto protocols. We...
Unraveling Crypto’s Credit Crisis | Roundup
27 Jan 2023
Contributed by Lukas
This episode of Bell Curve explores the complex money trail from crypto's warped credit market. We know the players - 3AC, DCG, Genesis, Alameda and F...
The Case for Sovereign Blockchains | Sunny Aggarwal, Dmitriy Berenzon
24 Jan 2023
Contributed by Lukas
Season 3 | Episode 1 In this episode of Bell Curve, Sunny Aggarwal and Dmitriy Berenzon join us to discuss the pros and cons of building a sovereign A...
Peak ETH: Ethereum's Monetary Policy Explained | Roundup
21 Jan 2023
Contributed by Lukas
This episode of Bell Curve explores the bear market rally and ETH’s monetary design. We start with our views on the recent market rally - have price...
The Rise of AppChains | Season 3 Pilot
17 Jan 2023
Contributed by Lukas
Season 3 | Pilot Layer One protocols have dominated the value capture narrative since Ethereum's inception, but a new narrative is forming: the AppCh...
Winklevoss Twins "Zucked" by Genesis | Roundup
06 Jan 2023
Contributed by Lukas
This episode of Bell Curve explores the standoff between the Winklevoss twins (Gemini) and Barry Silber (Genesis/DCG). Is there a resolution or will b...
2023 Predictions: zkEVM disappoints, L2s vs Multichain, Wallet Wars
30 Dec 2022
Contributed by Lukas
It's here, our 2023 predictions episode! We debate if the market's bottomed, CeFi vs DeFi market share dynamics, L2s vs a multichain future, Bitcoin's...
S2 Finale: The Next Evolution for DAOs
27 Dec 2022
Contributed by Lukas
Season 2 | Finale In this episode of Bell Curve, we recap the best of Bell Curve Season 2. In Season 2 we explored the evolution of DAOs, asking what...
Visa Builds On Starkware, Yuga Labs Strategy, GBTC Disaster | Roundup
23 Dec 2022
Contributed by Lukas
This episode of Bell Curve explores one of the most bullish signs during this bear: Visa is building on Starkware. Visa is the largest payment network...
The Secret Behind ENS DAO's Success | Nick Johnson
20 Dec 2022
Contributed by Lukas
In this episode of Bell Curve, Nick Johnson joins us to discuss his core insights from launching the ENS DAO. This is a behind-the-scenes look at when...
How to Value L1s, SBF Arrested & Tokenomics Debate | Roundup
16 Dec 2022
Contributed by Lukas
This episode of Bell Curve explores the art of valuing L1 ecosystems. Should you look a protocols transaction fees vs inflation, # of developers, appl...
The Crypto Trader's Mindset | 1000x
15 Dec 2022
Contributed by Lukas
Blockworks just released a new podcast called 1000x! We're dropping the first episode here as we think you might want to add this podcast to the lineu...
Token Value Capture: Moats, Growth and Protocol Fees | Chris Burniske, Fernando Martinelli
13 Dec 2022
Contributed by Lukas
Season 2 | Episode 6 In this episode of Bell Curve, Chris Burniske and Fernando Martinelli join us to discuss how to build sustainable, value-accruin...
Your Favorite L1 Was Overpriced | Roundup
09 Dec 2022
Contributed by Lukas
This episode of Bell Curve explores Binance's proof-of-reserves controversy, Alameda's crazy venture portfolio, why Alt L1s were artificially overpric...
The Cutting Edge: Experiments in DAO Governance | Julz Rosenberg, Charles St. Louis
06 Dec 2022
Contributed by Lukas
Season 2 | Episode 5 In this episode of Bell Curve, Julz Rosenberg and Charles St. Louis join us to discuss experiments in DAO governance and organiza...
SBF's ruse, NFT market predictions & Coinbase takes on Apple | Roundup
02 Dec 2022
Contributed by Lukas
This episode of Bell Curve explores SBF's New York Times interview and his grand attempt to manipulate the media. We discuss SBF's strategy, the likel...
DAO Treasury Management | Tarun Chitra
29 Nov 2022
Contributed by Lukas
Season 2 | Episode 4 In this episode of Bell Curve, Tarun Chitra joins us to discuss the hottest on-chain topic in crypto: DAO treasury management. Ev...
Genesis Balance Sheet Exposes DCG Empire | Roundup
25 Nov 2022
Contributed by Lukas
This episode of Bell Curve explores Genesis' fallout and the knock on-effects for DCG. We discuss how we got here, the likelihood of bankruptcy, impli...
How to Grow DAOs Organically | Mika Honkasalo, Shreyas Hariharan
22 Nov 2022
Contributed by Lukas
Season 2 | Episode 3 In this episode of Bell Curve, Mika Honkasalo and Shreyas Hariharan join us to discuss how to grow a DAO. We explore Coase's Theo...
The Truth Behind Alameda and FTX | Roundup
18 Nov 2022
Contributed by Lukas
This episode of Bell Curve explores the myth of Alameda and how SBF's mismanagement led to FTX's collapse. We start with Alameda's transition from del...
What DAOs Can Learn from Corporate Governance | Larry Sukernik, Derek Hsue
15 Nov 2022
Contributed by Lukas
Season 2 | Episode 2 In this episode of Bell Curve, we are joined by Larry Sukernik and Derek Hsue to discuss what DAOs can learn from corporate gover...
Why Binance Acquired FTX | Breaking News
09 Nov 2022
Contributed by Lukas
Binance is officially acquiring FTX. I never thought I'd type those words. What just happened? How did FTX go from a market-leading exchange to near i...
Business-Governance Fit Deep Dive | Hasu, Chris Ahn
08 Nov 2022
Contributed by Lukas
Season 2 | Episode 1 In this episode of Bell Curve, we are joined by Hasu and Chris Ahn for a deep dive into DAOs and business-governance fit. We expl...
Twitter & Coinbase Are Back, SOL At Your Own Risk | Roundup
04 Nov 2022
Contributed by Lukas
This episode of Bell Curve starts with the most contentious topic of the week: Elon's $8 Twitter Blue subscription fee. What are the implications? Cou...
The DAO Thesis, Finding Business-Governance Fit | Season 2 Pilot
01 Nov 2022
Contributed by Lukas
Have DAOs failed? Can projects successfully democratize decision-making and capital allocation? What can DAOs learn from corporate governance? What is...
Apple Zucked Snapchat, BTC Miners Bankrupt & Reddit NFTs | Roundup
28 Oct 2022
Contributed by Lukas
In this episode of Bell Curve, we discuss the bloodshed happening in big tech and the likelihood of multiple bankruptcies in the Bitcoin mining market...
Is DeFi Ready For Fixed Rate Lending? | Season 1 Finale
18 Oct 2022
Contributed by Lukas
In this Season 1 finale, Mike and Jason review the fixed-rate lending thesis and discuss their biggest takeaways. Will debt be a major component of DA...
Founder Fundraising Advice and Mango Markets | Roundup
14 Oct 2022
Contributed by Lukas
In this episode of Bell Curve, we discuss the state of VC markets and fundraising 101. What should founders look out for when fundraising? Why do term...
DeFi in the Next Bull Cycle | Stani Kulechov, Robert Leshner
11 Oct 2022
Contributed by Lukas
Season 1 | Episode 7 In this episode of Bell Curve, Jason and Dan are joined by Stani Kulechov & Robert Leshner, two of the best builders in crypto, t...
Private Order Flow Is The New MEV | Weekly Roundup
07 Oct 2022
Contributed by Lukas
In this episode of Bell Curve's Weekly Roundup, we discuss one area of the market many aren’t paying attention to, private order flow (POF). As well...
Who Are the Borrowers? | Ben Forman
04 Oct 2022
Contributed by Lukas
Season 1 | Episode 6 In this episode of Bell Curve, Jason and Mike are joined by Ben Forman, the founder of ParaFi, to discuss the demand for on-chain...
ATOM 2.0, Reversible Transactions & Polygon's BD Game | Blockworks Research
30 Sep 2022
Contributed by Lukas
In this episode of Bell Curve's Weekly Roundup, the Blockworks Research team takes over the pod! We start with a debate on the implications of ATOM 2....
On-Chain Derivatives & Liquidity | Tristan Frizza, Uddhav Marwaha
27 Sep 2022
Contributed by Lukas
Season 1 | Episode 5 In this episode of Bell Curve, Jason and Mike are joined by Tristan Frizza (Zeta Markets) and Uddhav Marwaha (Friktion) to discus...
FOMC Down Only, Gaming Mega Thesis, Stablecoin Bill | Roundup
23 Sep 2022
Contributed by Lukas
In this episode of Bell Curve, we introduce the gaming mega thesis. Markets are an absolute mess, 99% of tokens won't hit their ATHs again, most old n...
Uncollateralized Lending: DeFi’s Next Big Evolution | Sid Powell, Teddy Woodward
20 Sep 2022
Contributed by Lukas
Season 1 | Episode 4 In this episode of Bell Curve, Jason and Mike are joined by Sid Powell (Maple Finance) and Teddy Woodward (Notional) to discuss t...
ESG ETH, Cosmos Hype & Starbucks NFTs | Roundup
16 Sep 2022
Contributed by Lukas
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 th...
The Fixed Rate Lending Unlock | Simon Jones, Allan Niemerg
13 Sep 2022
Contributed by Lukas
In this episode of Bell Curve, Jason and Mike are joined by Simon Jones (Voltz Labs) and Allan Niemerg (Yield Protocol) to explore the new use cases t...
Merge Chaos, Coinbase’s Proposal & On-Chain IP | Roundup
09 Sep 2022
Contributed by Lukas
In this episode of Bell Curve, we discuss the upcoming merge and why ETH PoW may be a letdown for you degens. We also debate real vs nominal yields in...
The Makings of a DeFi Credit Boom | Tushar Jain
06 Sep 2022
Contributed by Lukas
In this episode of Bell Curve, Jason and Mike are joined by Tushar Jain from Multicoin Capital to discuss how fixed-rate lending, interest rate swaps ...
L1 Death Race, L2 Summer & Maker’s End Game | Roundup
02 Sep 2022
Contributed by Lukas
In this episode of Bell Curve, we debate the future of L1s and the new projects hitting the crypto scene. Has the window closed for a new competitor? ...
CeFi Is Dead, Long Live DeFi | Vance Spencer & Michael Anderson
30 Aug 2022
Contributed by Lukas
Season 1 | Episode 1 In this episode of Bell Curve, Jason and Mike are joined by Vance Spencer and Michael Anderson from Framework Ventures to discuss...
The DeFi Credit Boom | Season One Pilot
30 Aug 2022
Contributed by Lukas
Season one of Bell Curve revolves around our DeFi credit boom thesis. Simply put, CeFi's implosion will create a DeFi credit boom that will bring new ...