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PODCAST

Bell Curve

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 podcast is for you. 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

business investing

All Episodes

73:51

Fat Apps: Aggregation Theory in Crypto Networks |...

Bell Curve ·

2023/01/31

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 explore if applications can covert user relationships into sticky profits, crypto moats, blockspace as a commodity, the benefits of controlling the full tech stack and more! PS: don't miss the "Smiling Curve" section of the episode - it's an under-discussed idea that will start appearing in crypto value-capture debates! - - Timestamps: (00:00) Intro:

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60:03

Unraveling Crypto’s Credit Crisis | Roundup

Bell Curve ·

2023/01/27

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 FTX - but how were these parties tied together and what exposure did they all (carelessly) take? We then discuss how ecosystem funds work, why we're bullish dYdX and Circle, the Blockworks Research degens, why we're pulling a boomer on social media, Doodles controversy and more! - - Timestamps: (00:00) Introduction (00:51) Crypto's [Dead] Credit

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91:18

The Case for Sovereign Blockchains | Sunny Aggarwal,...

Bell Curve ·

2023/01/24

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 AppChain. AppChains enable developers and protocols to customize consensus, cryptography, MEV rules, fees and more. But is this customization worth the fragmentation, start-up costs, lack of tooling and other challenges AppChains face? Tune in to find out. - - Timestamps: (00:00) Intro: Pre-Interview (02:33) The AppChain Thesis (10:52) Reasons to Build

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75:50

Peak ETH: Ethereum's Monetary Policy Explained | Roundup

Bell Curve ·

2023/01/21

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 prices bottomed, or are we witnessing a dead cat bounce? What should we expect for 2023? We then discuss ETH's unique monetary policy, MakerDAO’s counterparty risk, Optimism vs Arbitrum, private fundraising, Su Zhu's false redemption arc and more! - - Timestamps (00:00) Introduction (01:00) A Bear Market Rally (12:10) Optimism vs Arbitrum (17:20) Genesis

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31:41

The Rise of AppChains | Season 3 Pilot

Bell Curve ·

2023/01/17

Season 3 | Pilot Layer One protocols have dominated the value capture narrative since Ethereum's inception, but a new narrative is forming: the AppChain Thesis. This thesis predicts crypto's top applications will not rent land and conform to the limitations of other platforms (e.g. Ethereum) but will launch their own independent chain. An AppChain. How should applications approach this decision? Where will value accrue? What are the pros and cons? Will applications prove stickier than protocols

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73:52

Winklevoss Twins "Zucked" by Genesis | Roundup

Bell Curve ·

2023/01/06

This episode of Bell Curve explores the standoff between the Winklevoss twins (Gemini) and Barry Silber (Genesis/DCG). Is there a resolution or will both companies watch their equity slide to zero? We also discuss Solana's future, the bank run at Silvergate, Cosmos-native USDC, the LSD narrative and more! - - Timestamps: (00:00) Introduction (01:18) Will Solana Survive? (08:58) Winklevoss Twins vs Barry Silbert (27:20) Binance Acquisition Blocked & Coinbase’s Good Luck (30:16) Silvergate Announces

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80:28

2023 Predictions: zkEVM disappoints, L2s vs...

Bell Curve ·

2022/12/30

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 new narrative, the Wallet Wars, MEV as the primary business model and more. Sit back, relax and get ready for the team to drop some knowledge. - - Timestamps Introduction (00:00) Have Markets Bottomed? (02:20) What Projects Gain/Lose Market Share? (17:18) zkEVMs Disappoint (23:51) The Multichain Future Debate (26:38) Bitcoin’s Future (37:25) Visa &

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44:40

S2 Finale: The Next Evolution for DAOs

Bell Curve ·

2022/12/27

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's worked, what needs to change, and where DAOs go from here. We break down every episode and our key learnings here. And don't miss the end, where we introduce the theme for Season 3! - - Timestamps: (00:00) Introduction (01:17) S2 Recap, Our Biggest Takeaways (41:30) Season 3 Preview: The App-Chain Thesis (43:31) Thanks to Avalanche and Reserve! -

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45:51

Visa Builds On Starkware, Yuga Labs Strategy, GBTC...

Bell Curve ·

2022/12/23

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 in the world, and they just announced they are now building an automatic payments tool on Starkware's ZK-rollup technology. Tune in to find out why this is huge for the industry! We also cover Grayscale's GBTC disaster, how Yuga Labs is going all in on the metaverse and the concept of experiential loyalty. This is a fun one! - - Timestamps: (00:00)

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61:55

The Secret Behind ENS DAO's Success | Nick Johnson

Bell Curve ·

2022/12/20

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 to launch a DAO, the challenges of decentralized management, token voting, DAO risks and building infrastructure as public goods. My favorite section? The challenges of token economic systems; Nick provides thoughtful insights I haven't heard anywhere else! - - Timestamps (00:00) Intro: Pre-Interview (02:25) History of the ENS DAO (06:27) Building

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71:56

How to Value L1s, SBF Arrested & Tokenomics Debate |...

Bell Curve ·

2022/12/16

This episode of Bell Curve explores the art of valuing L1 ecosystems. Should you look a protocols transaction fees vs inflation, # of developers, applications built on top or something else? We then discuss SBF's arrest, Sushi's fee proposal, the fixed token supply debate, 2023's outlook and more! My favorite segment? The fixed token supply debate - this is about to be a widely contested topic. - - Timestamps: (00:00) Introduction (03:33) Solana’s Outlook and Valuing L1s (13:39) SBF Arrested and

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54:25

The Crypto Trader's Mindset | 1000x

Bell Curve ·

2022/12/15

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 lineup. 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that dives deep into the macro and micro factors that represent the lifeblood of digital money and web3. In this episode, Avi and Jonah discuss how to think like a crypto trader. They explore how today's market compares to the 2018 bear, where to look

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96:22

Token Value Capture: Moats, Growth and Protocol Fees...

Bell Curve ·

2022/12/13

Season 2 | Episode 6 In this episode of Bell Curve, Chris Burniske and Fernando Martinelli join us to discuss how to build sustainable, value-accruing protocols. We start with this simple question and dive deep into the mechanics behind token value accrual. The group discusses DAO capital allocation, evolving fee markets, the efficacy of airdrops, rewarding labor vs capital, the problem with a fixed token supply and more! - - Timestamps: (00:00) Intro: Pre-Interview (02:28) Balancer:

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72:17

Your Favorite L1 Was Overpriced | Roundup

Bell Curve ·

2022/12/09

This episode of Bell Curve explores Binance's proof-of-reserves controversy, Alameda's crazy venture portfolio, why Alt L1s were artificially overpriced, Maple Finance's $36M default and more! My favorite segment? Why the Alt L1 Thesis is fundamentally broken. Did SOL's mooning valuation (underpinned by FTX/SBF) lead to broken relative-value metrics for other L1s? Tune in to find out! - - Timestamps: (00:00) Introduction (02:19) Binance’s Proof of Reserves Controversy (14:18) Alameda’s Venture

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83:36

The Cutting Edge: Experiments in DAO Governance |...

Bell Curve ·

2022/12/06

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 organizational structure. We start with the evolution of DAOs and the gradual transition from social to programmatic systems. We then explore the innovations in DAO governance, the tendency to over-index on decentralization, how to increase organization legibility and why community is overrated. This episode paints the picture of how DAOs will evolve next! -

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64:52

SBF's ruse, NFT market predictions & Coinbase takes...

Bell Curve ·

2022/12/02

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 likelihood of SBF jail time and what to expect next. We then discuss the state of crypto, where leverage will blow up next, OpenSea's shrinking market share, Coinbase vs Apple and more! - - Timestamps: (00:00) Introduction (01:36) SBF’s Grand Manipulation (28:15) “Avalanche Ad” (29:29) The Connection Between 3AC, DCG & Genesis (32:52) Banks Can’t Touch

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73:04

DAO Treasury Management | Tarun Chitra

Bell Curve ·

2022/11/29

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. Even in the bear market, DAOs have over $8.8B in treasury assets. However, these assets are primarily unused, misallocated and lack diversification. Tarun tells us how DAOs should approach the treasury allocation problem and how to hedge risks, create diversification and automate treasury functions. Treasury management will be front-and-center in 2023 -

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86:12

Genesis Balance Sheet Exposes DCG Empire | Roundup

Bell Curve ·

2022/11/25

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, implications for Grayscale's GBTC trust and which dominos might fall next. We then discuss the bloodshed in the Bitcoin mining market, Bitcoin's changing narrative, token value accrual and why optimism always wins. -- Follow Vance: https://twitter.com/pythianism Follow Michael: https://twitter.com/im_manderson Follow Mike:

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66:03

How to Grow DAOs Organically | Mika Honkasalo,...

Bell Curve ·

2022/11/22

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 Theory of the Firm, the tradeoffs between immutability and efficiency, scalable governance frameworks and value creation vs capture. My favorite segment is "Is Your Protocol Easily Forkable?" - you won't want to miss it! - - Timestamps: (00:00) Intro: Pre-Interview (00:33) Coase's Theory of the Firm (07:29) Unique Properties of a DAO (15:01) Optimizing for

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75:28

The Truth Behind Alameda and FTX | Roundup

Bell Curve ·

2022/11/18

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 delta neutral to punting altcoins and the twisted relationship between Alameda and FTX. We then discuss the mainstream media's terrible coverage, Genesis' fallout and the regulatory outlook. We finish by asking the difficult question, "is this the bottom?". Tune in for what may be our best roundup yet! - - Timestamps: (00:00) Introduction (02:33) From

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