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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

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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81:01

Predictions for 2026

Bell Curve ·

2026/01/03

This week, Mippo, Myles, and Xavier sat down to discuss their predictions for 2026! They cover ecosystems, corporate chains, DeFi themes, venture capital, prediction markets, and AI.Thanks for tuning in!Resources 2025 Year in Review: https://youtu.be/b3OMNMqMof0?si=q5Or5Vcc00kEwxbO Mippo’s 2026 Predictions: https://x.com/MikeIppolito_/status/2006813164768571857 Mippo on Bankless: https://youtu.be/4R0Xi-XTkt8?si=Hjs4mi3VolsDXs6S — Katana directs chain revenue back to DeFi users for

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78:51

2025 Year in Review

Bell Curve ·

2025/12/26

This week, Mippo, Myles, and Xavier sat down for the 2025 Year in Review! They cover the biggest winners and losers of 2025, the best and worst calls of the year, the comeback story of the year, and more.Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL,

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68:24

2026 Predictions with Michael Anderson and Vance Spencer

Bell Curve ·

2025/12/19

This week, Michael and Vance joined the show to recap everything that happened in 2025, and give their predictions for 2026. They cover the CLARITY Act, stablecoin growth, prediction markets, and more. Enjoy!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: (0:00)

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62:38

Fixing Crypto’s Broken Token Structures | Roundup

Bell Curve ·

2025/12/19

This week, Mippo, Myles, and Xavier sat down to discuss recent events in crypto governance, including Uniswap’s unification plan, Aave’s internal conflict, and Circle’s acquisition of Axelar’s core developers. They dive into token and equity misalignment, investor protections, regulatory challenges, valuation implications, and potential future structures for decentralized protocols. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It

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79:52

The Return of Corporate Blockchains | Roundup

Bell Curve ·

2025/12/11

This week, Mippo, Myles, and Xavier sat down to discuss the resurgence of corporate blockchains, tracing their evolution from early “blockchain not Bitcoin” initiatives to today’s enterprise adoption. They analyze the various blockchain models, design tradeoffs, regulatory and strategic factors, and how companies like Stripe and Robinhood approach blockchain integration, and governance.Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher

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73:49

Platforms in Crypto: The Next Phase of Crypto Growth...

Bell Curve ·

2025/12/05

This week, Mippo, Myles, and Xavier sat down to discuss platforms in crypto. They define what a platform is, explore Ethereum and Solana as tech platforms versus monetary assets, and debate the merits of product-led vs. developer-led growth go-to-market strategies. They also dive into the challenges of building and scaling ecosystems, and give their thoughts on where true platform value resides in crypto.Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently

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59:05

Breaking Down Uniswap’s Fee Switch and UNIfication...

Bell Curve ·

2025/11/26

In this episode, we’re joined by Hayden Adams and Jesse Walden to discuss Uniswap’s “fee switch”. We cover the proposed “UNIfication” structure, protocol fee mechanics, DUNA legal framework, front-end fee removal, investor alignment, retroactive token burns, and the proposal’s potential industry impact.Thanks for tuning in! -- Resources Uniswap’s UNIfication Proposal: https://gov.uniswap.org/t/unification-proposal/25881 Establishing Uniswap as “DUNI”:

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51:12

Revenue Meta, RWA Looping & Uniswap Fee Switch | Roundup

Bell Curve ·

2025/11/14

This week, we break down the violent selloff across equities and crypto, how real revenue, institutional capital, and RWA-looping are reshaping which assets survive. We also discuss the rise of institutional lending markets, Uniswap’s long-awaited fee switch proposal, and why retail-driven tokenomics are dead while fundamentals and sustainable business models take over. Enjoy!-- The Canton Network is the only public, permissionless blockchain built for institutional finance—combining privacy,

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68:10

Inside Crypto’s Liquidity Crunch | Romeo Ravagnan &...

Bell Curve ·

2025/11/07

In this episode, we’re joined by Romeo Ravagnan and Sonya Kim from 3F Labs to discuss the $30 billion open-interest wipeout, Binance’s margin issues, and the collapse of Stream Finance’s xUSD. They unpack pooled versus isolated risk models in lending, liquidity dynamics, and emerging strategies for leveraging RWAs onchain.Thanks for tuning in!-- The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It

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30:09

Crypto Finally Goes Mainstream | Roundup

Bell Curve ·

2025/10/31

In this solo Roundup, Mippo discusses JPMorgan’s pivot, the disruptive potential of stablecoins, new spot ETFs, the sustained growth of prediction markets, Trump pardoning CZ, and Western Union’s upcoming stablecoin.Thanks for tuning in! -- Resources Stablecoin Linked Cards - Way Better Secured Credit Cards: https://x.com/sytaylor/status/1982474892114096349 -- The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance,

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34:31

The Token Revolution | Roundup

Bell Curve ·

2025/10/24

This week, Mippo dives into current crypto market sentiment, bullish macro trends, potential 2026 market shifts, rising barriers to entry in crypto sectors, and consolidation among exchanges. He also unpacks Ribbit Capital’s thesis linking AI and crypto, Coinbase’s acquisition of Echo, and renewed optimism for U.S. crypto regulation through the CLARITY Act.Thanks for tuning in! -- Resources Bitcoin OI Drops: Forward Returns Analysis: https://x.com/valterebelo/status/1981356384894451752 Trump

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59:46

Gold Hits All-Time Highs, Stablecoin Adoption, and...

Bell Curve ·

2025/10/17

On this week’s Roundup, we discuss gold’s new highs, and the implications this has for Bitcoin and crypto markets. We also unpack institutional crypto adoption, stablecoin-driven innovation, market liquidations, CeFi vs. DeFi resilience, and rising interest in prediction markets and tokenized financial systems.Thanks for tuning in!— Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a

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62:09

Bitcoin Seasonality, Capital Flows, and New...

Bell Curve ·

2025/10/03

This week, we discuss Bitcoin’s seasonal trends, venture capital flows in crypto and AI, Flying Tulip’s $200M seed round, Keel’s debut on Solana, Stripe’s Open Issuance, and Cloudflare’s NET dollar.Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL,

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60:54

Ethereum’s Next Step, HYPE’s Token Supply, and...

Bell Curve ·

2025/09/26

In this episode, we discuss Vitalik’s “low-risk DeFi” blog post, unpack Hasu and Jon Charbonneau’s HYPE supply-reduction proposal, and take a look at post-GENIUS Act stablecoin momentum. We also compare AI’s surge with crypto market performance, and close the episode with discussion on Tether’s $500B raise. Thanks for tuning in!-- Resources Low-risk DeFi Can Be For Ethereum What Search Was For Google: https://vitalik.eth.limo/general/2025/09/21/low_risk_defi.html Proposal to Reduce HYPE

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48:41

Shelby Deep Dive: Bringing Decentralized Hot Storage...

Bell Curve ·

2025/09/23

In this episode, we’re joined by Pranav Raval, Head of Core Infra at Aptos Labs, to discuss Shelby, a decentralized hot storage network designed to monetize reads, enable scalable data use, and support applications like streaming, ads, and AI. Pranav explains its architecture, cross-chain integration, and creator economy potential, while highlighting Aptos’s role as the coordination layer.Thanks for tuning in -- Follow Shelby: https://x.com/shelbyserves Follow Pranav:

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70:59

DATs, Stablecoin Wars, and Corporate Chains | Roundup

Bell Curve ·

2025/09/19

In this week’s Roundup, the Bell Curve crew reunites after six weeks to break down the ongoing evolution of digital asset treasury (DAT) companies, the shifting stablecoin landscape with HyperLiquid’s USDH, the debut of Stripe-backed Tempo and the broader “corporate chain” debate, and much more.Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a

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319 results

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