Bell Curve

This week, Mippo, Myles, and Xavier sat down to discuss the next crypto bull market, covering whether it has started, expected market breadth, rotation patterns, sector winners, the return of retail, the role of regulation, and how crypto's culture is evolving toward institutional maturity.

Thanks for tuning in!

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Follow Myles: https://x.com/MylesOneil

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

Follow Mike: https://twitter.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

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Timestamps

(00:00) Introduction

(02:20) Has the Next Bull Market Started?

(15:59) Broad Rally or Dispersion?

(23:03) What Leads This Cycle?

(30:26) Will Retail Come Back?

(42:49) Winning Sectors

(51:29) How Regulation Shapes This Cycle

(57:30) Crypto’s New Culture

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

This week, we’re joined by Sreeram Kannan and Gajesh Naik from EigenCloud to discuss EigenCloud's evolution, the architecture behind Eigen's data, compute, and AI stack, agent property ownership via verifiable compute, and a live demo of Sovra, the first sovereign agent.

Thanks for tuning in!

Resources

Agentkit: https://www.eigencloud.xyz/agentkit

Sovra: https://www.sovra.dev/

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Follow Eigen: https://x.com/EigenCloud

Follow Sovra: https://x.com/TrulyAutonomous

Follow Sreeram: https://x.com/sreeramkannan

Follow Gajesh: https://x.com/gajesh

Follow Mike: https://twitter.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

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Timestamps

(00:00) Introduction

(01:11) Eigen Cloud’s Origin Story

(13:26) The Future of DA

(22:56) Why Build on EigenCloud?

(41:52) Agents as the New Companies

(57:07) Sovra: The First Sovereign Agent

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Mippo, Myles, and Xavier sat down to discuss the current fundraising landscape for early-stage crypto founders, covering how funding standards have shifted, optimal raise sizing, the inverted risk model of token-era investing, go-to-market strategy, how to run a fundraising process, and when to act on investor feedback.

Thanks for tuning in!

–

Follow Myles: https://x.com/MylesOneil

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

Follow Mike: https://twitter.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

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Timestamps

(00:00) Introduction

(02:57) The Bar to Raise Has Never Been Higher

(10:53) The Impact of Market Cycles

(20:36) How Much Should You Actually Raise?

(27:51) Blockworks IR

(28:39) Telling Your Story

(41:02) Running a Fundraise

(57:58) Accepting Feedback

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Mippo, Myles, and Xavier sat down to discuss the bull and bear cases for Ethereum. They cover RWA dominance, agentic payments potential, leadership concerns, fee generation challenges, competition from Solana and corp chains, and the eroding network effects of ETH as a base asset.

Thanks for tuning in!

–

Follow Myles: https://x.com/MylesOneil

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

Follow Mike: https://twitter.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

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Timestamps

(00:00) Introduction

(09:14) Bull Cases For Ethereum

(19:12) Bear Cases For Ethereum

(30:00) Ethereum’s North Star

(39:15) Final Verdict

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

Live from DAS, we’re joined by Tushar Jain and Greg Xethalis from Multicoin to discuss the CLARITY Act's implications for token projects, including disclosure requirements, value accrual mechanisms, the collapse of the token-equity dual structure, founder responsibilities around PMF, and the banking lobby's bad-faith opposition to stablecoin yield.

Thanks for tuning in!

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Follow Tushar: https://x.com/tushar_jain

Follow Greg: https://x.com/xethalis

Follow Mike: https://twitter.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

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Timestamps

(0:00) Introduction

(3:33) CLARITY: Where the Bill Stands

(4:57) Token Projects & the New Disclosure Era

(7:19) End of the Foundation Farce

(12:03) Investors Price Uncertainty Into Tokens

(18:42) Will CLARITY Fix Token Performance?

(25:44) What VCs Expect From Founders Now

(35:17) Value Accrual

(43:45) Banks vs Stablecoins

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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.