Bell Curve

This week, Mippo, Myles, and Xavier sat down to discuss whether crypto's current slump reflects genuine stagnation or healthy maturation. They also unpack AI's near-term impact on DeFi security, the shifting VC fundraising bar, stablecoins reshaping crypto’s original thesis, and the US embracing onchain finance.

Thanks for tuning in!

Resources

David Hoffman: Why I Sold My ETH: https://x.com/TrustlessState/status/2059371247163613489?s=20

OpenZeppelin Co-Founder on DeFi Security: https://x.com/maraoz/status/2059413451265441990?s=20

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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

(02:40) Outlook on Crypto

(10:22) Stablecoins Hurt L1s

(15:47) The VC Bar Has Been Raised

(20:17) Where’s the Creativity?

(26:06) Crypto Needs More Coinbases

(32:33) Crypto’s Maturation Phase

(45:36) 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, Mippo, and Myles  sat down to discuss the recent talent exodus from the Ethereum Foundation, and Ethereum's declining market share against Solana and Hyperliquid. They debate the revenue meta, Dankrad Feist’s proposal for an economically aligned organization, leadership tensions, and more.

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

(02:31) ETH Foundation Talent Exodus

(10:57) Saving Ethereum

(15:00) Can ETH Win Without Price Appreciation?

(19:41) Building on Ethereum

(28:53) Ethereum’s Two Paths

(32:29) 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, Mippo, Myles, and Xavier sat down to discuss Circle's new Arc L1. They cover Arc's competition with Ethereum, Tempo, and Canton, token-versus-equity tensions, fee-based value accrual, US crypto momentum, and more.

Thanks for tuning in!

Resources

Call your Senator: https://www.standwithcrypto.org/

Senate Banking Committee Passes CLARITY: https://x.com/BitcoinMagazine/status/2054968501861851383?s=20

Circle’s Arc: https://x.com/arc/status/2053852639943852178?s=20

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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

(01:24) US Crypto Dominance

(07:30) Circle’s Arc L1

(15:34) Leveraging USDC’s Distribution

(21:14) Token vs Equity Tension

(29:54) Where Does Value Come From?

(40:50) Arc vs Tempo

(47:32) Arc & Circle’s Challenge

(50:35) Arc’s Sleeper Bull Case

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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 Stripe Sessions, the merging of fintech and crypto, Tempo's role in agentic commerce, where AI agents will land onchain, sector-specific blockchains, and the rise of stablecoin neobanks.

Thanks for tuning in!

Resources

Xave’s Thoughts on Stripe Sessions: https://x.com/0xave/status/2050211034338640091?s=20

Stripe’s Link: https://x.com/link/status/2049529099933348041?s=20

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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

(01:22) Inside Stripe Sessions

(09:21) The Two Sides of Crypto

(13:46) The Funding Horse Race

(17:57) AIs Impact on Crypto

(26:43) Sector Specific Chains

(29:20) The Neobank Opportunity

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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 Blockworks' Token Transparency Framework, exploring why founder accountability and disclosure standards matter now, the relationship between regulatory clarity and token classification, token versus equity value accrual, optimal token launch timing, exchange listing incentives, protocol security, and the potential for onchain, real-time disclosures.

Thanks for tuning in!

Resources

Vlad Tenev on Boring Earnings Calls: https://x.com/sourceryy/status/2049208276873581054?s=20

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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

(01:30) The Token Transparency Framework

(08:10) Why Disclosures, Why Now?

(18:18) Token vs Equity Value Accrual

(21:33) When Should You Launch a Token?

(34:24) Protocol Security as a Differentiator

(39:18) Future of Onchain Disclosures

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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.