Bell Curve
@thebellcurvepod
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Podcast for degens stuck in the middle of the bell curve | Built by @blockworks_
Joined August 2022
Don't miss our 2025 crypto predictions! 📺 . @im_manderson, @pythianism, and @MikeIppolito_ discuss:.- 2025 macro outlook.- 2025 crypto predictions.- Crypto is coming back to the US.- And more!. Timestamps:.(00:00) Introduction.(02:50) 2025 Macro Predictions.(20:04) 2025 Crypto
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Today's episode features @chainlink co-founder @SergeyNazarov . We unpack:.- Cross-Chain Interoperability Protocol (CCIP).- Bridging traditional finance & DeFi.- Banks, tokenization & "Securitization 2.0".- The internet of contracts vision . Full episode below ↓
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Is Chainlink's CCIP gaining momentum? Is the mult-chain narrative taking off?. @Pythianism and @chainlinkgod discuss 👇
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Calling all Link Marines. @ChainLinkGod joined us this week to dissect:. - Past, present, and future of Chainlink.- CCIP mechanics.- Decentralized oracle network thesis.- LINK restaking potential. → → →
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What's the latest on Chainlink's CCIP?. @chainlinkgod breaks down the network's push into TradFi with SWIFT and ANZ Bank. 👇
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Watch our latest episode of Bell Curve NOW 📺 . @hasufl, @haydenzadams, and @MikeIppolito_ discuss:.- @unichain's vision.- State of MEV on L2s.- Rollup-Boost.- And more!. Timestamps:.(0:00) Introduction.(1:24) Ethereum's Rollup Centric Rollup.(11:21) The Unichain Vision.(22:14)
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NEW POD: The Battle of Restaking Platforms & Alt L1s. The crew unpacks: .- @Uniswap Wells Notice & SEC battle.- $100m @berachain raise.- Restaking platform competition .- Marginfi public meltdown . Timestamps 👇.(0:00) Introduction.(6:24) Uniswap Wells Notice.(18:26) $100m
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What could unlock the next wave of mass crypto adoption?. 1 - Gaming.2 - ZK tech.3 - Global macro sentiment. Here's why:.
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"ENS is a public good. the goal is not to:. - make a return for shareholders; we don't have any.- extract maximum value. In fact, its goal is to leave as much value behind as possible for the people using it" - @nicksdjohnson, lead dev @ensdomains. [links to episode below 👇]
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On this week's Bell Curve, @pythianism breaks down why @hiFramework just co-led a monster $100 million @berachain series B round. Short clip👇👇👇🐻⛓️
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What was it like being a Linkmarine during the very early days of Chainlink?. OGs @hiframework and @chainlinkgod reminisce on the struggles and the memes 👇
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1/ Every time we discover a new token distribution mechanism, it kicks off the next bull market . • 2013 forking new PoW tokens.• 2017 ICOs.• 2019 IDOs.• 2020 liquidity mining and airdrops.• 2021 NFTs.
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BTC + Cosmos. Shared security is next on the roadmap for Cosmos. Could Bitcoin be the unexpected solution?. We bring on @dntse (Babylon), @tuxcanfly (Rollkit) and.@aidan0x (Stride) to discuss!. → → →
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First roundup has been served 🔥. @MikeIppolito_ @JasonYanowitz @im_manderson & @pythianism drop'n apha for us - links to full episode 👇
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The Lie That Built Alameda. It's more twisted than we all thought. I listen to podcasts all dam day, and this is the best Alameda/FTX breakdown out there. h/t @pythianism @im_manderson @JasonYanowitz @MikeIppolito_. Spotify -
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NEW POD 🗣️ . @hasufl and @MikeIppolito_ discuss:.- The current state of liquid staking.- GOOSE-2.- @LidoFinance v3.- And more!. Links to the full episode below 👇
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We're live with the @UMAprotocol & flashbots team diving into OEV and their latest product, Oval. Join @tarunchitra, @hal2001, & @0xQuintus diving into how protocols can benefit from this new revenue stream.
The Solution to Oracle Extractable Value
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New episode with @AnnaMSGeorge and @0xvanbeethoven unpacks:. - Mitigating MEV at the app layer.- How @Cowswap uses batch auctions.- How @sorrellalabs Å tackles LVR.- Price discovery onchain barriers. → → →
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Catch our new episode with @bertcmiller + @xin__wan where we discuss: . - What are Order Flow Auctions?.- Design space for auctions.- Impacts of offchain components.- Use case of Intents. → → →
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Visa is building on @StarkWareLtd. @yugalabs hired Activision Blizzard's COO. GBTC discount (-48%) continues to wreak havoc. Crypto always keeps it fresh, doesn't it. Tune in to today's episode with @pythianism @MikeIppolito_ @JasonYanowitz for an inside look!. [links below]
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Payment for order flow (PFOF) is coming for DeFi. What is PFOF, and why should you care? 🧵 👇.
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New bonus episode with @thegostep! Tune in for spicy takes on:. app-specific vs generalized OFAs. centralized sequencers (ps it's fine). EIP-4337. MEV burn. - - -
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Fixed Rates Are Coming to DeFi. Here's why that's so important 🧵 👇
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Don't miss the latest episode of Bell Curve! 📺 . @StaniKulechov and @RuneKek joined us to discuss: .- Institutional interest in crypto.- Sky Aave Force.- Expansion into Solana and other ecosystems.- And more!. Timestamps:.(0:00) Introduction.(1:35) The History of Sky and Aave
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We're back with another episode of Bell Curve! 🎧 . @hexonaut and @leptokurtic_ joined @MikeIppolito_ to discuss:.- DeFi yield sources.- RWA growth.- The stablecoin market today.- And more!. Links to the full episode below 👇
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The market is rallying. Crypto Twitter is arguing if the ETH burn is bearish or bullish. Everything is as it should be. but will it last? Tune in as we give our takes + discuss Genesis, MarkerDAO's counterparty risk, Optimism vs Arbitrum and more!. [links below👇]
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- DCG owes $575M to Genesis.- GBTC discount > 40%.- Bitcoin miners defaulting. Sounds promising. right?. @pythianism @im_manderson @MikeIppolito_ & @JasonYanowitz breakdown the latest events and why it pays to be optimistic in today's pod. Spotify -
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Crypto has a ~$1 trillion market cap that's completely unlevered. Wen will protocols use debt to lower their cost of capital and move away from today’s one-dimensional capital structure?
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Discover the LST end-game business model in today's new episode w/ Framework Co-founder @pythianism & @adcv_, Chef @SteakFi. They dive into;.- @MakerDAO & @LidoFinance End Game.- Governance Over Processes.- Revenue Growth Strategies.- Future of Staking Router. Ep links below ↓
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What will kick off the next DeFi bull run?. Our thesis: fixed-rate lending + on-chain debt capital markets. That's what we put to the test in Season One. Who did we interview and what did we find? 🧵 👇.
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"The time to be bearish was a year ago". this video quality is janky as but had to post for the people. Tune in to find out why @pythianism sported the tin foil hat AND for the truth behind Alameda. Spotify -
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New Bell Curve episode breaks down DeFi's first debate. @0xdoug and @0xShitTrader dissect: .- Efficiency of onchain CLOBs.- Constraints of latency.- Passive LPs and AMMs.- Offchain components. → → →
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New Bell Curve with @hal2001 and @danrobinson is LIVE 🗣️ . We discussed:.- @Uniswap x @AcrossProtocol .- ERC-7683 & EIP-7702.- Crossover between solver and searcher markets.- @unichain's future. Links to the full episode below 👇
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1/ Bell Curve Season 4 Premiere is here!. S4 is a journey into crypto's dark forest and is co-hosted by @hasufl and @MikeIppolito_. Subscribe and get ready for big-brain MEV conversations. And yes, this first episode slaps. →→
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DeFi's next bull market catalyst? Fixed rates and interest rate swaps. @0xSimonJones explains why 👀
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NEW ROUNDUP 🔮. @im_manderson, @pythianism, and @MikeIppolito_ discuss: .- Their 2025 macro and crypto predictions.- Will the L1 trade ever die?.- Will ICOs return?.- And more!. Links below 👇
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This week's interview with @pumatheuma unpacks: . - Overview of ZKP ecosystem.- Succinct vs privacy properties.- The roles of proofs in interop.- The future of ZKPs in crypto & beyond. Full episode below ↓
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On-chain uncollateralized loans will require identity and reputation. Can a decentralized system replace your FICO score? 🧵 👇.
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MEV rules everything. Protocols can optimize it, capture it or distribute it. but they can no longer ignore it. New 🔥 MEV episode with @niteshnath (@DFlowProtocol) @0xMagmar (@SkipProtocol) and @0xave (@ChorusOne)!. YouTube:
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NEW POD 🗣️ . @im_manderson, @pythianism, and @MikeIppolito_ discuss:.- The Bitcoin Strategic Reserve.- Are 4 year cycles a thing of the past?.- @berachain & PoL.- And more!. Links below 👇
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Should reversible transactions exist in crypto?. Red flag. This sh*ts immutable. Okay, okay. Let's explore before we judge 🧵 👇.
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1/ Should protocols have a fixed token supply?. Or are caps a relic of Bitcoin, a misplaced default?. Tune in to our latest episode with @pythianism & @im_manderson to find out. Plus, we cover valuing L1s, SBF's arrest, Sushi's token proposal and the 2023 outlook!. [links below]
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When will crypto go mainstream? . @syrupsid, @maplefinance's founder, thinks we might be making everyday purchases on crypto rails within 3 years 👀
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Are onchain RWAs crypto's next narrative or just a side quest?. The fellas discuss in today's roundup!. Spotify: Apple: YouTube:
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We're back with another episode of Bell Curve! 🎙️ . This week, @StaniKulechov and @RuneKek joined us to discuss:.- Sky Aave Force.- Brand and culture in DeFi.- Managing protocol complexities.- And more!. Links to the full episode below 👇
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Over $1.3B has been captured in MEV. Who captures this value today, who SHOULD and why?. New episode on MEV economics + relayer monetization with @mcutler 🔥. →→→
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Don't miss our discussion with the one and only @functi0nZer0 📺 . We covered:.- Undercollateralized lending and RWAs.- Launch of @WildcatFi v2.- Use cases for market makers and DAOs. Timestamps:.(0:00) Introduction.(3:01) The History of Lending in DeFi.(8:04) Undercollateralized
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Starbucks is embracing NFTs. Product-customer mismatch or brilliant idea? . Tune in to the latest roundup with @pythianism & @im_manderson for this spiciest takes of the week . Spotify:
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NEW POD 📺 . @danrobinson, @hal2001, and @MikeIppolito_ discuss:.- Does Etheruem have a UX problem?.- @AcrossProtocol x @Uniswap .- ERC-7683 & EIP-7702.- @unichain's future. Timestamps:.(0:00) Introduction.(2:09) Ethereum Technical Challenges and Interoperability Solutions
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This week's Roundup is LIVE! 🚨 . @im_manderson and @MikeIppolito_ discuss:.- The Attention Economy.- Has this cycle been muted?.- The social utility of NFTs.- And more!. Links below 👇
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We're back with another episode of Bell Curve! 🎧. @im_manderson, @pythianism, and @MikeIppolito_ discuss:.- Crypto's new regulatory environment.- Positive signs for DeFi growth.- @Polymarket's big win.- And more!. Links below 👇
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1/ The derivatives market in TradFi is estimated to be over $1 quadrillion dollars. a) I didn't know that was a real number. b) why haven't on-chain derivatives attracted large amounts of capital yet?.
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Don't miss our latest episode with @PaulFrambot! 📺 . We discussed:.- @MorphoLabs today.- A DeFi State of the Union.- Protocols vs Apps .- And more!. Timestamps:.(0:00) Introduction.(2:15) The History of Morpho.(11:29) Tradeoffs Between Immutable Code And Innovating.(18:13) TAM
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"Someone is losing.". Hear why MEV is an existential blockchain question from @SorellaLabs founder, @0xvanbeethoven. Hit the link in our bio to find out how Å aims to leverage Uniswap hooks to solve MEV at the dApp layer.
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New Bell Curve x @ExpansionPod_ 📺 . We discussed:.- TRUMP pushing Solana to it's limits.- Rollup adoption.- Fire Dancer forks.- And more!. Timestamps:.(0:00) Introduction.(3:06) Trump & Melania Token Launch.(13:11) Aptos Ad.(13:25) Solana's Performance.(23:36) How People Onboard
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Optimism goes Superchain!. What exactly is @optimismFND's Superchain and how does it compare to Cosmos' vision & SDK?. Tune in to this convo with @MikeIppolito_ & @MylesOneil for a deep dive!. → → →
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Don't miss our latest episode with @MylesOneil and @VelvetMilkman! 📺 . We discuss:.- Positioning your product for success.- The impact of token economics.- Identifying your users at each growth phase.- And more! . Timestamps:.(0:00) Introduction.(3:29) Positioning For Success in
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NEW POD: Restaking & Shared Security Lessons Learned. @MikeIppolito_, @MylesOneil, and @VelvetMilkman unpack: . - Intersection of restaking and shared security.- Lessons learned from Cosmos and Polkadot.- LSTs vs. LRTs.- Emergence of Solana L2s
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NEW POD 📺 . @mteamisloading and @MikeIppolito_ discuss:.- The bull case for Based Rollups.- Current state of Ethereum's rollup centric roadmap.- Preconf pricing and infrastructure.- And more!. Timestamps:.(0:00) Introduction.(1:31) The Current State of Ethereum.(10:50) Based
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The impact a well distributed wealth effect can have on an ecosystem is massive 💰 . @pythianism, @im_manderson, and @MikeIppolito_ discuss this and more in our latest Roundup!. Links below 👇
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With CeFi lending, we confused leverage with capital efficiency. It's now clear we need capital efficiency AND transparency. DeFi. take the stage . @im_manderson @hiFramework
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NEW POD 🗣️ . @AustinAdams10, @VelvetMilkman, @MylesOneil, and @MikeIppolito_ discuss:.- The enduring memecoin phenomenon.- DEX models.- Capital formation.- And more!. Links to the full episode below 👇
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What can #Ethereum learn from #Cosmos liquid staking?. Joined by the godfather of liquid staking @FelixLts and @stride_zone co-founder @aidan0x .Dive into;.- Cosmos staking Module Approach.- Professional validators and LSTs.- Risk mitigation & parametrization .- Principal Agent
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Are the Winklevoss twins "zucked" again?. Genesis owes Gemini $900M. Will Barry and DCG pay off these debts? How bad will it get?. We discuss this and more (Silvergate, Solana, LSDs, Cosmos USDC) in today's episode!. Apple: Spotify:
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Allow me to introduce myself: I'm the podcast for all you DeFi native, DAO participating degens. - Hosted by @jasonyanowitz & @MikeIppolito_.- First episode drops Tuesday.- Produced by @Blockworks_. Recommended by 10 out of 10 test listeners.
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First two episodes of Bell Curve just dropped 🔥 . Tune in as @JasonYanowitz & @MikeIppolito_ explore our thesis for Season One: The DeFi Credit Boom. It's about to get saucy. Sneak peek below 🧵 👇.
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This week @CoWSwap co-founder @AnnaMSGeorge joined the pod to breakdown frequent batch auctions. Here's why Anna believes MEV belongs to end users and why FBAs make sense for solving MEV. Full episode link in our bio!
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Don’t miss last week’s Roundup 🗣️. The crew discussed:.- Chevron Doctrine overruling.- Trump’s potential impact on markets.- How fresh capital is entering crypto.- And more!. Watch it below, or on your favorite streaming platform👇
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Gm! ☀️ . @QwQiao and @lmrankhan joined us this week to discuss:.- Longterm value accrual for L1s.- The Fat App Thesis.- App vs Infra builders.- Cultural differences between chains. Timestamps 👇 .(0:00) Introduction.(1:56) Infrastructure Exhaustion in Crypto.(7:22) Relative
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They swung, They missed. Crypto is primed for the next cycle. Tune in as we discuss crypto's catalysts, Arbitrum's airdrop, the USDC depeg and more!. → → →
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1/ So @tarunchitra, @drakefjustin and @hasufl all sit down to debate the most important aspects of MEV and you're not listening?. Tune in for a great episode!. →→→
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NEW POD 🗣️ . @MylesOneil and @VelvetMilkman joined @MikeIppolito_ to discuss:.- The relative valuation game.- Token economics & incentivizing users.- Growth phases.- And more!. Links below 👇
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This week's roundup dives into:. - State of Bitcoin ETF flows.- Rise of prediction markets.- Liquid staking launches enabling yield.- Growth of L2s & ETH's digital money status. → → →
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NEW POD 📺 . @im_manderson, @pythianism, and @MikeIppolito_ discuss:.- Bitcoin hits $100,000.- Narrative progression within cycles.- @HyperliquidX's UX and token launch.- And more!. Timestamps:.(0:00) Introduction.(1:58) DinoCoin Resurgence & Alt Cycles.(13:51) $100k Bitcoin &
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DeFi will overtake CeFi, but this has to be solved first 🧵 👇.
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Watch our latest Roundup NOW 📺 . @im_manderson, @pythianism, and @MikeIppolito_ discuss:.- The Election's impact on DeFi.- DeFi growth going forward.- @Polymarket activity post election.- And more!. Timestamps:.(0:00) Introduction.(2:45) The Election Outcome and Its Impact on
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NEW EPISODE . This week the guys dive into: .- SAB 121 vote & its implications.- Tornado Cash dev sentenced.- Low Carb Crusader & criminal MEV.- Silicon Valley's shifting politics. Timestamps.(0:00) Introduction.(3:01) Chamath & 2024 Silicon Valley VC.(20:42) Return of Roaring
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In the first interview of Season 6 we dissect the intricate nuances of Loss Versus Rebalancing (LVR) with experts @jason_of_cs and @0x94305. We unpack;.- What is LVR and why does it matter?.- Mechanics of dynamic fees & auctions.- Implications of transferring wealth to LPs
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Season 8 is here. Dive into the past, present, and future of restaking with your hosts @MikeIppolito_ & @MylesOneil . Timestamps.(0:00) Restaking Season Reveal.(4:19) State of Restaking Now.(9:58) Definition of Shared Security.(25:15) Market Structure of Restaking.(35:00)
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The Season 8 Finale of Bell Curve is live 🚨🗣️. In this episode, @buffalu__ joined us to discuss:.- @jito_sol Restaking.- The design decisions behind Jito’s restaking solution.- Potential use cases going forward.- And more!. Timestamps.(2:46) The History of Jito.(5:43) Jito
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If Ethereum fixed scaling issues, would AMMs still be viable?. In this week's episode @0xdoug shared his perspective of a world where passive liquidity can outcompete active liquidity.
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Don't miss our latest Roundup! 📺 . @MikeIppolito_ and @im_manderson discussed:.- @unichain's launch.- UNI value accrual.- Is Polymarket being gamed?.- And more!. Timestamps:.(0:00) Introduction.(3:58) The Launch of Unichain.(13:14) UNI Token Value Accrual.(15:57) The App to
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We're back with the first Roundup of 2025! 🎇 . @im_manderson, @pythianism, and @MikeIppolito_ discuss:.- Trump's first 100 days in office.- AI's influence on the markets.- Philosophical differences between Ethereum & Solana.- And more!. Links below 👇
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New Bell Curve just dropped 🗣️ . @functi0nZer0 joined @MikeIppolito_ to discuss:.- @WildcatFi use cases.- Handling defaults.- Capital efficiency and liquidity fragmentation.- And more!. Links below 👇
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This week's roundup has @MikeIppolito_ and @MylesOneil diving into:. - Solana's comeback .- Token season strategy .- ETH as money vs Solana app focus.- Celestia DA strategy .- Crypto mass adoption next cycle?. → → →
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"99% of tokens will never reach their ATH again". But there's hope in a growing part of crypto called [?]. Tune in to find out:
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Don't miss our interview with @TheiaResearch! 📺 . We discussed:.- Global property rights.- Does crypto trade on fundamentals?.- Building a moat in crypto.- And more!. Timestamps:.(0:00) Introduction.(3:58) Unified Servers and Smart Contract Codes.(12:42) Global Property Rights
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This week's episode unpacks:. - How appchains align DEX incentives .- The @dYdX approach with @AntonioMJuliano.- Batch auctions & design space freedom.- L2s vs Appchains . → → →
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NEW POD 🗣️ . @haydenzadams and @hasufl joined us to discuss:.- Ethereum's rollup-centric roadmap.- The vision for @unichain .- Priority ordering & MEV taxes.- MEV on L2s. Links to the full episode below! 👇
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Are spot markets destined to dominate on-chain crypto trading? Or will derivatives take the Iron Throne?. @degen_quant gives his prediction
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New Roundup with @im_manderson, @pythianism, and @MikeIppolito_ dropping tomorrow at 7am ET 🗓️ . Sneak peek below 👇
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DAOs have $9B in their treasuries (in the bear!). But these balance sheets aren't optimized for growth, diversification or sustainability. Tune in to today's pod with @tarunchitra to learn how this is changing & the future of DAO treasury mgmt. Spotify -
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We’re back with another Roundup! 🎙️. This week, we discussed:.- Maker’s @SkyEcosystem rebrand.- Telegram’s Founder arrested.- TON blockchain outages.- SEC vs OpenSea. Links below 👇
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2/ Where to listen 🎧. - Apple: - YouTube: @nickwh8te + @valardragon join hosts @MikeIppolito_ + @MylesOneil in this deep dive. Get ready for a spicy debate!
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"Multiple Concurrent Proposers on Solana and Ethereum" with @aeyakovenko and @MaxResnick1 is LIVE 🗣️ . We discussed:.- The Proposer Monopoly.- Ethereum & Solana's differing approaches to MCP.- Are Ethereum and Solana converging?.- And more!. Links to the full episode below 👇
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Today's episode unpacks the multichain endgame. @hal2001 & @PrimordialAA dig into:.- Service providers vs protocols.- @LayerZero_Labs vs @UMAprotocol design.- Censorship resistance considerations.- Application interop needs.- Modular vs monolithic. Full episode below ↓
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Here is @Pythianism on the state of institutional crypto interest:. "They're like 'call me when the ETF gets approved', but they're bullish on things that look and feel like crypto. They're all crowded into the same 7 tech stocks. ". Full episode →
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