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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

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All Episodes

47:25

Oneshot: Tempo Mainnet, Agentic Payments, and SEC...

Bell Curve ·

2026/03/20

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 Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance:

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70:26

Tempo Goes Live: Can Stripe’s Blockchain Own the...

Bell Curve ·

2026/03/20

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 Agentic Web and Original Sin: https://stratechery.com/2025/the-agentic-web-and-original-sin/ — The

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51:11

Oneshot: Market Uncertainty, AI Valuations, and...

Bell Curve ·

2026/03/13

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: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance:

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69:00

Can Hyperliquid Become the Everything Exchange? |...

Bell Curve ·

2026/03/13

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, secure synchronization and settlement across asset classes on a shared, interoperable infrastructure

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59:31

What TradFi’s Crypto Integration Actually Looks Like...

Bell Curve ·

2026/03/10

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 real-time, secure synchronization and settlement across asset classes on a shared, interoperable

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50:50

Oneshot: The Bill That Could Reshape Crypto | Rebecca...

Bell Curve ·

2026/03/06

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 legislation.Thanks for tuning in! – Follow Rebecca: https://x.com/RebeccaRettig1 Follow Oneshot:

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68:25

A New Era in Crypto: Product-led Founders Take Over |...

Bell Curve ·

2026/03/06

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 public, permissionless blockchain built for institutional finance— combining privacy, compliance, and

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63:50

Introducing: Inflection Point | The Crypto-TradFi...

Bell Curve ·

2026/03/05

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 the way, we discuss regulation, credit markets, technology limitations, and the broader implications of

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56:44

Everything Is Market: How Crypto Is Expanding Finance...

Bell Curve ·

2026/03/03

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 organizationsThanks for tuning in! Resources Everything is Market:

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61:59

The Rise of Real World Asset Vaults | Roundup

Bell Curve ·

2026/02/27

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! — The Canton Network is the only public, permissionless blockchain built for institutional finance—

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57:25

Funding Abundance: Aave’s Vision for DeFi and...

Bell Curve ·

2026/02/24

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! Resources Funding Abundance: https://x.com/StaniKulechov/status/2023079479493452013?s=20 — The

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49:18

Introducing Oneshot: The AI Arms Race and Crypto...

Bell Curve ·

2026/02/20

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 and workplace impact, and the capital-intensive competition among OpenAI, Anthropic, and xAI. Thanks

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82:36

The New Rules of Crypto Distribution | Roundup

Bell Curve ·

2026/02/20

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. It enables real-time, secure synchronization and settlement across asset classes on a shared,

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71:39

What Makes a Good Token? | Roundup

Bell Curve ·

2026/02/13

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 enables real-time, secure synchronization and settlement across asset classes on a shared, interoperable

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50:20

Crypto’s Reality Check | Roundup

Bell Curve ·

2026/02/07

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 is the only public, permissionless blockchain built for institutional finance— combining privacy,

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60:32

The Infrastructure Behind Agentic Finance | Roundup

Bell Curve ·

2026/01/30

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 in!Resources The Evolution of Open Source: https://youtu.be/9BwdBkGiFS0?si=Qpy-hjgPixyXLm1E The

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60:07

The Intersection of AI and Crypto: What Worked, What...

Bell Curve ·

2026/01/23

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.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike:

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51:07

Market Structure, Macro Volatility, and the Next...

Bell Curve ·

2026/01/21

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 Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- TIMESTAMPS (00:00)

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51:11

Forward Guidance: The Market Is Rotating Faster Than...

Bell Curve ·

2026/01/16

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 Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx

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67:31

Why Crypto Still Struggles to Capture the Value It...

Bell Curve ·

2026/01/10

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/MikeIppolito_ – Subscribe on YouTube: ⁠https://bit.ly/3R1D1D9⁠ Subscribe on Apple:

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335 results

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