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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.
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.
Latest episode
The Final Bell Curve: What Does Crypto Look Like in 1 and 5 Years?
What happens when crypto finally grows up? This week, we look ahead to where crypto is headed over the next one and five years as regulation, institutions, and infrastructure reshape the industry.
(06:54) Moving Up & Down the Stack (11:00) US Opens the Floodgates (14:50) Defensibility Is Everything (25:21) Do Stablecoin Chains Work? (37:32) Will L1s Win Long Term? (45:16) Can Crypto Still Win? —-- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens.
This week, Myles and Xavier sat down to discuss the rise of SocialFi apps like Fomo following its $75M fundraise. They deep dive into the growth of attention apps, Collector Crypt and more. Enjoy!
This week, Mippo, Myles, and Xavier sat down to discuss Anthropic's Fable rollout, and data-collection missteps as catalysts for renewed interest in decentralized AI.
In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products.
The institutions are coming, but not where most crypto investors expect. As Wall Street adopts blockchain technology, the biggest opportunities may be shifting from Bitcoin itself to the infrastructure, applications, and market structures reshaping finance.
This week, Mippo, and Xavier sat down to discuss emerging optimism in crypto, NEAR's recent momentum, agent adoption timing, privacy use cases, competitive positioning, and long-term outlook.
This week, Mippo, Myles, and Xavier sat down to discuss whether crypto's current slump reflects genuine stagnation or healthy maturation. They also unpack AI's near-term impact on DeFi security, the shifting VC fundraising bar, stablecoins reshaping crypto’s original thesis, and the US embracing onchain finance.
This week, Mippo, and Myles sat down to discuss the recent talent exodus from the Ethereum Foundation, and Ethereum's declining market share against Solana and Hyperliquid. They debate the revenue meta, Dankrad Feist’s proposal for an economically aligned organization, leadership tensions, and more.
This week, Mippo, Myles, and Xavier sat down to discuss Circle's new Arc L1. They cover Arc's competition with Ethereum, Tempo, and Canton, token-versus-equity tensions, fee-based value accrual, US crypto momentum, and more.