This week, Mippo dives into current crypto market sentiment, bullish macro trends, potential 2026 market shifts, rising barriers to entry in crypto sectors, and consolidation among exchanges. He also unpacks Ribbit Capital’s thesis linking AI and crypto, Coinbase’s acquisition of Echo, and renewed optimism for U.S. crypto regulation through the CLARITY Act. Thanks for tuning in! -- Resources Bitcoin OI Drops: Forward Returns Analysis: https://x.com/valterebelo/status/1981356384894451752 Trump Pa...
Oct 24, 2025•35 min
On this week’s Roundup, we discuss gold’s new highs, and the implications this has for Bitcoin and crypto markets. We also unpack institutional crypto adoption, stablecoin-driven innovation, market liquidations, CeFi vs. DeFi resilience, and rising interest in prediction markets and tokenized financial systems. 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 bac...
Oct 17, 2025•1 hr
This week, we discuss Bitcoin’s seasonal trends, venture capital flows in crypto and AI, Flying Tulip’s $200M seed round, Keel’s debut on Solana, Stripe’s Open Issuance, and Cloudflare’s NET dollar. 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 ac...
Oct 03, 2025•1 hr 2 min
In this episode, we discuss Vitalik’s “low-risk DeFi” blog post, unpack Hasu and Jon Charbonneau’s HYPE supply-reduction proposal, and take a look at post-GENIUS Act stablecoin momentum. We also compare AI’s surge with crypto market performance, and close the episode with discussion on Tether’s $500B raise. Thanks for tuning in! -- Resources Low-risk DeFi Can Be For Ethereum What Search Was For Google: https://vitalik.eth.limo/general/2025/09/21/low_risk_defi.html Proposal to Reduce HYPE Total S...
Sep 26, 2025•1 hr 1 min
In this episode, we’re joined by Pranav Raval, Head of Core Infra at Aptos Labs, to discuss Shelby, a decentralized hot storage network designed to monetize reads, enable scalable data use, and support applications like streaming, ads, and AI. Pranav explains its architecture, cross-chain integration, and creator economy potential, while highlighting Aptos’s role as the coordination layer. Thanks for tuning in -- Follow Shelby: https://x.com/shelbyserves Follow Pranav: https://x.com/rpranav Foll...
Sep 23, 2025•49 min
In this week’s Roundup, the Bell Curve crew reunites after six weeks to break down the ongoing evolution of digital asset treasury (DAT) companies, the shifting stablecoin landscape with HyperLiquid’s USDH, the debut of Stripe-backed Tempo and the broader “corporate chain” debate, and much 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 ...
Sep 19, 2025•1 hr 11 min
Bell Curve is taking a short summer break while the team recharges and enjoys some vacation time. We’ll be back with brand new episodes in September on our usual schedule. In the meantime, we didn’t want to leave you hanging, so we’ve pulled together some of our favorite conversations from past episodes — the moments you loved, and the ones worth hearing again. Enjoy the highlights, and we’ll see you in September with fresh content! -- Resources Hyperliquid’s Bold Vision For DeFi: https://youtu....
Aug 15, 2025•39 min
In this week’s Roundup, we discuss the release of GPT-5, Trump’s Fed Governor appointment and macro policy shifts, Trump’s executive order to ease the path for private assets and crypto to be included in 401(k)s, Ethereum's institutional momentum, and emerging DeFi yield structures. Thanks for tuning in! -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly i...
Aug 08, 2025•58 min
Gm! This week, Duncan and Matt join Yano to dive into Galaxy’s unique business model and how it’s perfectly positioned for the AI, crypto and datacenter narratives as we move into the future. -- Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockwo...
Aug 05, 2025•1 hr 32 min
In this episode, we’re joined by Maple Finance CEO and Co-Founder, Sid Powell, to discuss the evolving crypto credit landscape. We dive into the SEC’s Project Crypto initiative, institutional demand, structural shifts in DeFi lending post-Genesis, the rise of yield-bearing stablecoins, market indicators of leverage buildup, and the path toward DeFi 2.0 with improved transparency, regulation, and scalability. Thanks for tuning in! -- Katana is a DeFi-first chain built for deep liquidity and real ...
Aug 01, 2025•1 hr 10 min
In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and a weakening U.S. dollar. He explains how tariff shocks, long-end bond dynamics, and geopolitical tensions are reshaping global investment behavior and challenging the traditional safe-haven role of U.S. assets. Jens also outlines the structural phases of de-dollarization, central bank reserve diversification, and how these factors may signal a long...
Jul 29, 2025•57 min
In this episode, we’re joined by Bitwise’s Head of Alpha Strategies, Jeff Park! We explore the financial engineering behind Bitcoin treasury companies, focusing on Michael Saylor’s capital structure innovations. We discuss convertible debt, preferred equity, market demand dynamics, options chains, in-kind contributions, tax and regulatory implications, and the sustainability of these treasury vehicles. Thanks for tuning in! -- Arkham is a crypto exchange and a blockchain analytics platform. Arkh...
Jul 25, 2025•1 hr 15 min
Gm! This week, Rebecca Rettig and Alexander Grieve join Jason to unpack the successful crypto week and the 3 pieces of legislation that have passed and will now impact the way stablecoins and crypto move forward in the US landscape. -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH,...
Jul 22, 2025•1 hr 6 min
In this episode, Mippo and Vance discuss Ethereum’s resurgence driven by institutional inflows, and stablecoin adoption. They also dive into the PUMP ICO, its market positioning, and consumer platform potential. Finally, they cover regulatory developments, including the CLARITY and GENIUS Acts, and Coinbase’s wallet rebrand. Enjoy! -- Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest...
Jul 18, 2025•1 hr
Gm! Ben Forman and Josh Solesbury from ParaFi Capital join Yano for this episode to dive into all the details, developments, the good and the bad and the future for publicly traded crypto vehicles! -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.n...
Jul 15, 2025•1 hr 14 min
In this episode, Mippo dives into Pump’s token launch and competitive pressures in the launchpad space, Robinhood’s onchain stock derivatives and Arbitrum-based L2 plans, and the prediction market controversy surrounding Zelensky’s attire.Thanks for tuning in! -- Resources Pump’s TGE & Launchpad Wars: https://x.com/_ryanrconnor/status/1943348190381543769 -- Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets o...
Jul 11, 2025•35 min
In this episode, we went live from Permissionless with Eugene Chen, Co-founder and CEO of Ellipsis Labs, and Merlin Egalite, Co-founder of Morpho, to explore the resurgence of DeFi activity in the U.S. driven by emerging regulatory clarity around stablecoins and market structure. We also discuss U.S. dollar dominance in stablecoins, institutional adoption, the role of front-end regulation, real-world asset tokenization, and the potential for global financial systems to move onchain. Thanks for t...
Jul 08, 2025•43 min
In this episode, Jon Charbonneau of DBA joined us at Permissionless to discuss regulatory arbitrage in crypto, challenges around decentralization, and the evolving role of L2s. We also explore opportunities in prediction markets, memecoins, and modular lending. Finally, we touch on investment trends, talent pools, and institutional adoption across ecosystems like Solana, Base, Monad, and Hyperliquid.Thanks for tuning in! As always, remember this podcast is for informational purposes only, and an...
Jul 04, 2025•53 min
In this episode, we went live from Permissionless with David Hoffman and Hayden Adams to discuss Uniswap’s evolution from V1 to V4 and the development of Unichain. We dive into Uniswap’s full-stack approach, MEV minimization strategies, competition with centralized platforms, and the future of the Uniswap wallet. Thanks for tuning in! -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-depo...
Jul 01, 2025•23 min
To recap Permissionless, we got the hosts from 0xResearch, Forward Guidance, Lightspeed, and Supply Shock together to discuss their thoughts from the conference, and what they are excited about going forward. Enjoy! -- Follow Boccaccio: https://x.com/salveboccaccio Follow Danny: https://x.com/defi_kay_ Follow Rizzo: https://x.com/pete_rizzo_ Follow Felix: https://x.com/fejau_inc Follow Jack: https://x.com/whosknave Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co...
Jun 30, 2025•34 min
This crossover episode is coming to you LIVE from Permissionless! Michael, Santi, Mippo, and Jason discuss the growth of prediction markets, crypto’s own “Magnificent 7” forming, Bitcoin’s dominance, and stablecoins going mainstream. Thanks for tuning in! -- Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that informatio...
Jun 27, 2025•44 min
In this episode, we’re joined by Tarun from Gauntlet, and Adrian from Steakhouse, to dive into the emerging role of risk curators in DeFi. We cover the evolution of curator models, incentive structures, fixed-rate lending via Morpho v2, market design trade-offs, institutional adoption, and future opportunities for specialized lending infrastructure. Thanks for tuning in! -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fee...
Jun 24, 2025•1 hr 38 min
In this episode, we discuss the current macro volatility, the GENIUS Act and CRCL’s price surge, and “alt season” narratives shifting to public markets. We also cover token unlock dynamics, JP Morgan’s stablecoin plans, and the emerging utility of prediction markets. Thanks for tuning in! -- Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypt...
Jun 20, 2025•1 hr 1 min
On this episode, Yano is joined by Dan Smith of Blockworks Research, Felipe Montealegre of Theia Research and Louis T of L1D to publicly launch a brand new, industry leading Token Transparency Framework that will move the entire industry forward! -- Learn more here - https://blockworks.co/token-transparency -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Felipe - h...
Jun 18, 2025•1 hr 9 min
In this episode, we’re joined by Paul Frambot, Co-founder and CEO of Morpho Labs to discuss Morpho V2! We dive into Morpho V2’s architecture, MEV implications for the new design, and the curator market. We also cover stablecoin demand, and the potential for building an onchain yield curve.Thanks for tuning in! -- Resources Morpho - Ushering in DeFi’s Next Era: https://youtu.be/smvV7Ax3bdE Morpho V2: Liberating the Potential of Onchain Loans: https://morpho.org/blog/morpho-v2-liberating-the-poten...
Jun 17, 2025•1 hr 6 min
In this episode, we discuss Plasma’s token sale, and whether USDT supply on Tron will migrate to Plasma. We also unpack Morpho’s efforts to align token vs equity incentives. Finally, we dive into what products we are currently interested in and trying out. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. Resources Building the Future of Global Payments: https:/...
Jun 13, 2025•1 hr
In this episode, we discuss whether the HyperEVM has been a success, HyperCore’s growth moving forward, and the impact of builder codes and HIP-3. Finally, we dive into how to value the HYPE token.Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of...
Jun 10, 2025•1 hr 13 min
In this episode, we unpack Elon and Trump’s feud, and its impact on the markets before diving into the demand for Circle’s IPO. We also discuss PumpFun’s plans for their token sale and the health of the memecoin market. Finally, we wonder, are foundations in crypto still necessary? Thanks for tuning in! -- Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential p...
Jun 06, 2025•58 min
Gm! This week we're joined by Kyle Samani & Chris Heaney to discuss the state of Solana DeFi today. Enjoy! -- Follow Kyle: https://x.com/KyleSamani Follow Chris: https://x.com/crispheaney Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% o...
Jun 03, 2025•41 min
In this episode, we discuss Sam Altman and Jony Ive’s collaboration, SF vs NYC, and consumer applications. We also dive into Hyperliquid’s dominance, and the value proposition of HYPE. Finally, we discuss the ever increasing number of companies buying crypto assets, Circle’s IPO, and Plasma’s token sale on Sonar. Thanks for tuning in! -- Resources Tokens are Broken - Felipe Montealegre: https://youtu.be/99XsVSN_doQ?si=3Aql-2ahkWh0e-e_ -- Arkham is a crypto exchange and a blockchain analytics pla...
May 30, 2025•1 hr 4 min
