Bell Curve

Bell Curve breaks down the most important themes in crypto for people who, like us, are confined to the middle of the bell curve. Each season explores a different thesis that we'll test and refine through debate with crypto's best. If you're a crypto native, degen or investooor, this podcast is for you. 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

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Episodes

Merge Chaos, Coinbase’s Proposal & On-Chain IP | Roundup

In this episode of Bell Curve, we discuss the upcoming merge and why ETH PoW may be a letdown for you degens. We also debate real vs nominal yields in crypto, the merits of the Coinbase MakerDAO deal, BUSD and the exchange race, on-chain IP and more. As usual, this episode is packed full of alpha and spicy takes. - - (00:00) Introduction (00:40) ETH Merge Chaos (13:02) Real Yield & Structural Flows (26:00) Coinbase/MakerDAO Proposal (38:02) DAI, USDC and Crypto’s Regulatory Future (53:15) BU...

Sep 09, 2022•1 hr 17 min•Season 1Ep. 4

The Makings of a DeFi Credit Boom | Tushar Jain

In this episode of Bell Curve, Jason and Mike are joined by Tushar Jain from Multicoin Capital to discuss how fixed-rate lending, interest rate swaps and financial derivatives could be the catalyst for the next DeFi bull market. We also explore the limits of undercollateralized lending, DAO capital markets, new token distribution models and more! - - Timestamps (00:00) Intro (04:32) Interest rate swaps & fixed rate demand (15:01) Undercollateralized lending & DAO capital markets (21:20) ...

Sep 06, 2022•1 hr 2 min•Season 1Ep. 4

L1 Death Race, L2 Summer & Maker’s End Game | Roundup

In this episode of Bell Curve, we debate the future of L1s and the new projects hitting the crypto scene. Has the window closed for a new competitor? Or will the hot ball of money find new, niche projects that don't have the tech debt of the L1 dinos? We also explore the future of CLOBs vs AMMs, the potential rollup future, Maker DAO's end game and a few of our favorite memes. - - Timestamps: (00:00) Intro (01:16) DXY strong & macro (05:39) L1 majors performance review (08:38) Avalanche laws...

Sep 02, 2022•1 hr 16 min•Season 1Ep. 3

CeFi Is Dead, Long Live DeFi | Vance Spencer & Michael Anderson

Season 1 | Episode 1 In this episode of Bell Curve, Jason and Mike are joined by Vance Spencer and Michael Anderson from Framework Ventures to discuss the next era of DeFi. We discuss the core advantages of DeFi over CeFi, the state of crypto's derivatives market, DeFi yields, DAO capital markets and what to expect in the next bull cycle. - - Timestamps: (00:00) Intro (02:12) CeFi’s Epic Implosion (15:57) How Leverage Works in DeFi vs CeFi (22:11) DeFi Options and Derivatives (27:06) DeFi’s 4 Ma...

Aug 30, 2022•1 hr 12 min•Season 1Ep. 2

The DeFi Credit Boom | Season One Pilot

Season one of Bell Curve revolves around our DeFi credit boom thesis. Simply put, CeFi's implosion will create a DeFi credit boom that will bring new users and fixed-rate lending markets to DeFi. What products will be created? Who will be the users of these products? Where will capital flow first? These are a few of the questions we'll explore as we put our thesis to the test. Join Jason and Mike in this season one pilot episode, where we provide context for our thesis and explain what you shoul...

Aug 30, 2022•10 min•Season 1Ep. 1

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