Bell Curve

This week, Mippo, Myles, and Xavier sat down to discuss the brutal month for DeFi, North Korea's growing role in exploits, counterparty risk and curator models, the security-versus-speed tradeoff, and DeFi's path forward through stablecoins, agents, and fintech distribution.

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

(00:32) A Month of DeFi Disasters

(05:44) Why Are Hacks Accelerating?

(09:53) Lending Models Today

(17:22) What Brings Capital Back to DeFi?

(24:28) The Overhang From Mythos

(28:44) Institutionalization of Crypto

(38:51) The Money Legos Thesis

(49:15) 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, we’re joined by monetsupply and Sam MacPherson to unpack the rsETH exploit, DeFi’s sentiment crisis, risk models, and Bitcoin's looming Q-Day decision around Satoshi's wallet.

Thanks for tuning in!

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Follow Sam: https://x.com/hexonaut

Follow monetsupply: https://x.com/MonetSupply

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

(01:07) The rsETH Exploit

(12:04) DeFi’s Sentiment Crisis

(20:22) Risk Within DeFi

(32:15) TradFi vs DeFi Tradeoffs

(40:46) Q-Day & Satoshi’s Wallet

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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, Jason and Mippo sat down to discuss the Blockworks rebrand! They examine the trust problem in crypto, onchain capital markets, disclosure frameworks, industry consolidation, and Blockworks’ evolution over the years. 

Thanks for tuning in!

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Follow Blockworks: https://x.com/blockworks

Follow Jason: https://x.com/JasonYanowitz

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

(02:06) The Current State of Crypto

(07:04) Crypto’s Trust Problem

(09:08) Blockworks’ Solution

(11:58) The Data Behind Tokens

(17:07) Blockworks’ Evolution

(24:56) Issues With Tokens

(35:18) The Blockworks Rebrand

(39:41) Crypto Sentiment

(43:47) 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, we’re joined by Marius from Kamino, and Reid from Figure to discuss the growth of RWA lending on Solana, the mechanics of RWA looping, private credit onchain, Figure's Forge platform, risk pricing, fixed rate borrow-lend, and how the composition of onchain credit assets may evolve over time.

Thanks for tuning in!

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Follow Marius: https://x.com/y2kappa

Follow Reid: https://x.com/reidlikeabook

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

(05:01) Why RWA Deposits Keep Growing

(15:44) Thoughts on Private Credit

(20:45) What is Forge?

(25:11) RWA Looping

(34:54) How Rates Impact Onchain Activity

(45:33) Fixed Rate Borrow-Lend

(49:19) The Next 10 Years For RWAs

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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 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!

–

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.