Bell Curve

This week, Mippo, Myles, and Xavier sat down for the 2025 Year in Review! They cover the biggest winners and losers of 2025, the best and worst calls of the year, the comeback story of the year, and more. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- 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 -- Timestamps: (0:00) Introduction (4:52) 2025 Retrospective (15:25) Biggest Winners of 2025 (21:24) Katana Ad (21:53) Biggest Losers of 2025 (29:55) Comeback Story of the Year (36:31) Most Overhyped Project of 2025 (43:24) Rookie of the Year (48:02) Katana Ad (48:40) Best Calls of the Year (54:00) Worst Calls of the Year (58:29) Ponzi of the Year (1:03:58) Best Conference of the Year (1:05:45) Cockroach of the Year (1:11:55) Most Underrated Project of the Year -- 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, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Michael and Vance joined the show to recap everything that happened in 2025, and give their predictions for 2026. They cover the CLARITY Act, stablecoin growth, prediction markets, and more. Enjoy!Thanks for tuning in! -- Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH -- Timestamps: (0:00) Introduction (3:05) 2025 Recap (13:25) The CLARITY Act's Impact (26:07) Is This the End of the Four Year Cycle? (30:30) Stablecoin Growth in 2026 (41:21) The Crypto VC Dynamic (52:30) Outlook on Prediction Markets (57:09) 2026 Macro Outlook -- 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, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Mippo, Myles, and Xavier sat down to discuss recent events in crypto governance, including Uniswap’s unification plan, Aave’s internal conflict, and Circle’s acquisition of Axelar’s core developers. They dive into token and equity misalignment, investor protections, regulatory challenges, valuation implications, and potential future structures for decentralized protocols. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- 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 -- Timestamps: (0:00) Introduction (4:14) The Token vs Equity Dilemma (28:11) Katana Ad (28:39) The Perfect Formula (38:50) The Axelar Situation (52:03) Katana Ad (52:41) Corporate Token Launches & Token Buybacks (59:43) Closing Comments -- 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, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Mippo, Myles, and Xavier sat down to discuss the resurgence of corporate blockchains, tracing their evolution from early “blockchain not Bitcoin” initiatives to today’s enterprise adoption. They analyze the various blockchain models, design tradeoffs, regulatory and strategic factors, and how companies like Stripe and Robinhood approach blockchain integration, and governance. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- 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 -- Timestamps: (0:00) Introduction (5:40) The Origins of Enterprise Blockchain (16:11) Katana Ad (16:39) The Different Types of Blockchains (33:22) Katana Ad (34:00) Design Tradeoffs (40:51) What if Corporate Chains Win? (1:07:12) Path Dependency -- 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, Myles, Xavier 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 platforms in crypto. They define what a platform is, explore Ethereum and Solana as tech platforms versus monetary assets, and debate the merits of product-led vs. developer-led growth go-to-market strategies. They also dive into the challenges of building and scaling ecosystems, and give their thoughts on where true platform value resides in crypto. Thanks for tuning in! -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- 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 Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:25) Defining a Platform (12:06) Katana Ad (12:35) Is Ethereum a Tech Platform? (19:18) Product Led Platforms vs Developer Platforms (32:56) Ethereum Foundation vs Solana Foundation (39:04) Katana Ad (39:41) Go-to-market Strategies Today (52:35) Where Should Teams Focus? (1:01:41) True Platforms In Crypto -- 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, and our guests may hold positions in the companies, funds, or projects discussed.