Bell Curve

In this episode, Hasu joined us to discuss the state of liquid staking today, Ethereum’s issuance debate, and Ethereum’s North Star. We also unpacked Hasu’s GOOSE-2 submission, and all that it would entail. Finally, Hasu left us with some teasers for Lido v3! Thanks for tuning in! -- Resources Is Liquid Staking Winner Take All? https://youtu.be/8V55eQOG2L8?feature=shared Unlocking Institutional Ethereum Staking: https://app.blockworksresearch.com/research/unlocking-institutional-ethereum-staking-a-survey-of-industry-leaders Uncommon Core: Ethereum’s Staking Endgame: https://x.com/UCC2_xyz/status/1771145475497804193 Hasu’s GOOSE-2 Submission: https://research.lido.fi/t/hasus-goose-2-submission-a-product-line-approach-to-grow-lido-s-staking-ecosystem/8841 -- Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen! This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum. You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4 -- Follow Hasu: https://x.com/hasufl Follow Mike: https://x.com/MikeIppolito_ 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. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (1:53) The State of Liquid Staking Today (9:47) Institutional ETH Staking & Centralization Concerns (25:03) Ethereum's Issuance Debate (40:42) Ethereum's North Star (1:05:02) Uniswap Ad (1:05:56) Overview of GOOSE-2 (1:17:09) The stETH Product Line (1:27:41) LDOs Evolution (1:40:54) Teasing Lido v3 -- 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, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Michael, Vance, and Mippo discuss their 2025 predictions! They cover their macro outlook, and crypto specific predictions for next year. They also ask themselves - Will the L1 trade ever die? Will ICOs return? Are crypto founders returning to America? Thanks for tuning in! Resources 2024 Predictions Episode: https://youtu.be/6V0hWs_CCFg?feature=shared 2025 Predictions: https://x.com/pythianism/status/1869522809212543204 Steakhouse Financial’s Thoughts on the Polygon Bridge Drama: https://x.com/SteakhouseFi/status/1869506052242407645 — Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen! This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum. You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4 -- This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/ – Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism 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. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx —- (00:00) Introduction (02:50) 2025 Macro Predictions (20:04) 2025 Crypto Predictions (41:40) Uniswap Ad (42:36) Will the L1 Trade Ever Die? (49:22) Crypto is Coming Back to America (55:57) Will ICOs Return? (57:12) The IPO Market (01:05:01) Bridged Asset Drama —-- 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, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Paul Frambot, Co-founder and CEO of Morpho Labs, joined us to discuss the history of Morpho, TAM and network effects for primitive protocols, and what Morpho does today. Additionally, he gave his thoughts why a simple codebase is important, and how TradFi distribution will come onchain. Finally, we unpacked the recent trends in DeFi, importing yield, and institutional adoption of crypto.  Thanks for tuning in! -- Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen! This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum. You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4 -- Follow Morpho: https://x.com/MorphoLabs Follow Paul: https://x.com/PaulFrambot Follow Mike: https://x.com/MikeIppolito_ 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. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (2:15) The History of Morpho (11:29) Tradeoffs Between Immutable Code And Innovating (18:13) TAM And Network Effects For Primitives (25:24) Forking Code And LP Behavior (29:05) Uniswap Ad (29:58) What Does Morpho Do Today? (35:50) Why Is A Simple Codebase Important? (40:43) Risk Curators and TradFi Distribution Channels (48:35) Recent Trends In DeFi (53:07) Importing Yield And The Institutional Cycle -- 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, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Mike Ippolito and Michael Anderson reflect on some of their 2024 predictions, discuss the attention economy and memecoin activity, and Hyperliquid’s success. They also dive into blockchain business models, and where activity should be across the Ethereum ecosystem. Finally, they give their thoughts on whether or not this cycle has been muted compared to past cycles. Thanks for tuning in! -- Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen! This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum. You’ll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4 -- This episode was sponsored by Aave! Access the full power of DeFi today: https://aave.com/ – Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism 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. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (1:55) Reflecting On 2024 Predictions (10:04) The Attention Economy and Memecoin Activity (21:07) Uniswap Ad (22:00) Hyperliquid's Success and Blockchain Business Models (33:55) Balancing Activity Across Mainnet and Rollups (46:37) Has This Cycle Been Muted? -- 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, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed.