Bell Curve

Recorded live at Digital Asset Summit 2026, Mippo, Myles, and Xavier discuss the conference's institutional tone, the divergence between crypto's maturing infrastructure and underperforming tokens, the structural problems plaguing token launches, and what conditions might drive the next token bull market.

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_

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Timestamps

(00:00) Introduction

(03:07) Are Tokens Dead?

(07:17) The Last Five Years

(19:55) Blockworks IR Ad

(20:43) Will Tokens Make a Comeback?

(27:04) The Next Token Bull Market

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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.

In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses.

As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model.

The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to evaluate opportunities.

Launched at the Digital Asset Summit in New York, Blockworks IR aims to fill a critical gap in the industry. Listen to learn more about the vision behind the product and what it means for the future of investor relations in crypto.

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!

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Follow Oneshot: https://x.com/OneshotPodBW

Follow Framework Ventures: https://x.com/hiFramework

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

Follow Vance: https://x.com/pythianism

Subscribe on YouTube: ⁠http://bit.ly/4aytFti⁠

Subscribe on Apple: ⁠https://bit.ly/4aJwHen⁠

Subscribe on Spotify: ⁠https://bit.ly/4rZkkSt⁠

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Timestamps

(00:00) Introduction

(00:47) Macro Outlook

(09:12) SEC Crypto Rulemaking

(12:57) State of the Market

(23:42) Impact of BDCs

(29:02) Tempo & Agentic Payments

(37:54) Intersection of Crypto & AI

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Disclaimer: Nothing said on Oneshot 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. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

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/

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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. It’s the link between the promise of blockchain and the power of global finance, making finance flow as it should. 

Learn more about the Canton Network here: https://www.canton.network/?utm_source=podcast&utm_medium=shownotes&utm_campaign=cantonprivacy&utm_id=blockworks

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Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code BELL200 to get $200 off your ticket! See you there!

Tickets: https://blockworks.co/event/digital-asset-summit-nyc-2026

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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

(03:48) Crypto’s Grown Up

(08:45) Tempo Goes Live

(23:26) Canton Ad

(24:05) Stripe’s Business Model

(33:09) Canton Ad

(33:46) Bull Cases For Tempo

(50:13) Bear Cases For Tempo

(01:07:05) Closing Comments

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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, 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: https://x.com/pythianism

Subscribe on YouTube: http://bit.ly/4aytFti

Subscribe on Apple: https://bit.ly/4aJwHen

Subscribe on Spotify: https://bit.ly/4rZkkSt

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Timestamps

(00:00) Introduction

(01:01) Market Outlook

(24:12) The Across Token to Equity Proposal

(27:20) Strategy’s STRC

(35:10) Positive Narratives For Crypto

(38:54) Data Centers & Bitcoin Mining

(48:10) Closing Comments

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Disclaimer: Nothing said on Oneshot 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. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.