Bell Curve

Latest Episodes:

The Modular Integration Spectrum | Keone & Zon Jun 05, 2024

Show notes

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in!

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps:

(00:00) Introduction

(03:01) Modular vs Integrated

(11:24) Who are Appchains for?

(28:35) Composability in Modular World

(35:52) Monad's Endgame

(39:24) Importance of Decentralization

(47:42) Building Web3 Community

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Disclaimer

Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

The Power Dynamics of Liquid Restaking | S8 E3 | Sam, Krane, & Clayton Jun 04, 2024

Show notes

In this episode, we dive deep into the rapidly evolving world of liquid restaking. Our expert panel unpacks the history and rise of Liquid Restaking Tokens, exploring LRT design, yield strategies, the leverage dynamics between LRTs and Eigen Layer, and the potential impact of introducing multi-assets like Bitcoin. We examine the challenges posed by duration mismatches, the institutional appetite for liquid restaking, and the evolving market structure. Thanks for tuning in!

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

Follow Kane: https://x.com/0xkrane

Follow Clayton: https://x.com/menzel_clayton

Follow Myles: https://x.com/MylesOneil

Follow Mike: https://x.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9

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Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.

If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz

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Timestamps:

(0:00) Introduction

(1:24) History & Rise of LRTs

(11:35) LSTs vs LRTs

(17:27) Kinto Ad

(18:21) Demand for Liquid Restaking

(34:19) Cosmos & Polkadot Lessons Learned

(50:06) Cosmos & Polkadot Lessons Learned

(1:00:18) Institutions & LRTs

(1:04:47) Multi-Asset Restaking

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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, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

Is Crypto Bipartisan Now? | Roundup May 31, 2024

Show notes

In this episode, the guys debate whether Democrats can reverse course before the upcoming election. They also discuss the rise and fall of meme coins, despite Iggy Azalea's recent token launch. The conversation then shifts to the challenges facing Bitcoin's L2 development, OpenAI's legal battles over celebrity rights and employee NDAs, and Nvidia's AI-fueled stock surge. Finally, they highlight Jito's launch of Stakenet on Solana and compare the diverging paths of Ethereum and Bitcoin L2s. Enjoy!

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Sei Labs believes the EVM is here to stay.

By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.

Try out sei v2 devnet - visit the new sei.io to find out more

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Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.

Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.

Join Flood tide campaign!

https://flood.bid/bell-curve

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Follow Mike: https://twitter.com/MikeIppolito_

Follow Michael: https://twitter.com/im_manderson

Follow Vance: https://twitter.com/pythianism

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/

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Timestamps:

(0:00) Consensus Vibes

(6:10) Are the Democrats Late?

(19:25) Sei Ad

(20:24) Flood Ad

(21:23) Celebrity Memecoins

(24:46) Future of Memecoins

(32:55) Aave, ENS, and Maker Chains

(43:51) ZK Tech Evolution

(45:56) Trademarking ZK

(49:01) Uniswap Business Source License

(50:17) AI Industry Endgame

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Exploring EigenLayer and The Future of Ethereum Security | S8 E2 | Sreeram Kannan May 28, 2024

Show notes

In this episode we are joined by Sreeram Kannan, founder of EigenLayer, to discuss the current state and future potential of restaking. The conversation covers Eigenlayer's rapidly growing ecosystem of actively validated services (AVS), the different types of security guarantees made possible by restaking, and how restaking can benefit both external protocols and Ethereum itself. Sreeram shares his vision for how Eigenlayer fits into the broader Ethereum scaling roadmap and addresses some key open questions around restaking's impact on the Ethereum validator set and issuance. Thanks for tuning in!

Follow Sreeram: https://x.com/sreeramkannan

Follow Myles: https://x.com/MylesOneil

Follow Mike: https://x.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH- -

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.

If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz

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Resources

https://blockworks.co/podcast/bellcurve/d102eb6c-ae76-11ee-85e5-e74b0e5c20b0

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Timestamps:

(0:00) Introduction

(3:10) State of LRTs

(9:41) Supporting Native Staking

(21:18) Kinto Ad

(22:12) AVS GTM & Branding Strategy

(37:43) Types of Security

(1:02:05) AVS Tokens

(1:11:59) Restaking & Accelerating ETH Growth

(1:23:07) Pre-Confirmations Market Overview

(1:34:41) Eigen Layer Endgame

(1:39:25) Ethereum Issuance Debate

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How ETH ETFs Will Reshape Crypto | Roundup May 24, 2024

Show notes

In this episode, the crew dives into discuss the 75% odds of an ETH ETF approval this month. They unpack the implications of ETH ETFs on crypto market structure and institutional adoption. The conversation also covers the evolving regulatory landscape and the backlash against Yuga Labs over their CryptoPunks moves. Finally, they debate the future outlook for NFTs, the return of retail, and the potential of ETH to power new web3 applications.

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Sei Labs believes the EVM is here to stay.

Try out sei v2 devnet - visit the new sei.io to find out more

- -

Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.

Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.

Join Flood tide campaign!

https://flood.bid/bell-curve

- -

Follow Mike: https://twitter.com/MikeIppolito_

Follow Michael: https://twitter.com/im_manderson

Follow Vance: https://twitter.com/pythianism

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/

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Timestamps:

(0:00) Introduction

(2:21) ETH ETF Odds

(10:19) Crypto's Bipartisan Support

(25:35) Sei Ad

(26:35) Flood Ad

(27:34) Future of Crypto Regulation

(41:24) Return of Retail Users?

(55:43) Bullish Prognosis of NFTs

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Restaking's Renaissance: The Next Generation of Blockchain Security | S8 E1 May 21, 2024

Show notes

This episode takes a deep dive into the evolving landscape of restaking and shared security. Mike and Myles trace the history of restaking from early iterations like Polkadot and Cosmos to the rise of specialized providers like Eigen Layer. They break down the market structure, analyzing the supply and demand sides, and exploring how new entrants plan to challenge Eigen Layer's dominance. The discussion also unpacks restaking's dual identities in exporting security to other chains versus upgrading base layer protocols, and touches on key challenges and risks to watch out for as the ecosystem develops.

Follow Myles: https://x.com/MylesOneil

Follow Mike: https://x.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH- -

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.

If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz

- -

Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks

Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above.

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Timestamps:

(0:00) Restaking Season Reveal

(4:19) State of Restaking Now

(9:58) Definition of Shared Security

(23:26) Kinto Ad

(24:19) Supra Ad

(25:15) Market Structure of Restaking

(35:00) External vs Endogenous Restaking

(47:42) Ethereum Issuance Debate

(56:06) Restaking Platform Competition

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The Growing Partisan Divide in Crypto | Roundup May 17, 2024

Show notes

In this episode, the guys discuss the recent prosecution of the Tornado Cash developer, the potential partisan nature of crypto regulation, and the ongoing vote on SAB 121. They delve into the history of asset seizure in the US, the shifting political attitudes towards crypto, and the potential implications for the industry. The conversation also touches on the recent GameStop saga and the return of 'Roaring Kitty', as well as the exploit engineered by 'Low Carb Crusader' and the subsequent legal consequences.

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Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.

Claim your unique Wormhole NFT at

https://forms.clickup.com/45049775/f/1aytxf-16051/D1U8CUGM8SJWKVJ9KY

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Uniswap builds simple and secure products that help you swap smarter.

Web. Mobile. Extension. Powered by the smartest protocol in DeFi.

To learn more about the Uniswap’s products head on over to:

https://blckwrks.co/Uniswap

- -

Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.

Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.

Join Flood tide campaign!

https://flood.bid/bell-curve

- -

Follow Mike: https://twitter.com/MikeIppolito_

Follow Michael: https://twitter.com/im_manderson

Follow Vance: https://twitter.com/pythianism

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/

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Timestamps:

(0:00) Introduction

(3:01) Chamath & 2024 Silicon Valley VC

(20:42) Return of Roaring Kitty

(27:17) CPI Sentiment

(39:32) Wormhole Ad

(40:46) Flood Ad

(41:45) Uniswap Ad

(42:39) Low Carb Crusader Arrested

(49:42) Tornado Cash Dev Sentenced to Dutch Prison

(57:14) SAB 121 Vote

(1:06:25) Is Crypto Partisan?

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The Solana End Game | Anatoly Yakovenko & Lucas Bruder May 14, 2024

Show notes

Gm! This week we invite Anatoly Yakovenko & Lucas Bruder to the show for a discussion on the current state of Solana. We deep dive into the transaction problem as on chain volumes have exploded in recent months. Toly & Lucas explore the solutions that could help to increase chain performance & what's next for Solana. Enjoy!

Follow Anatoly: https://twitter.com/aeyakovenko

Follow Lucas: https://twitter.com/buffalu__

Follow Mert: https://twitter.com/0xMert_

Follow Dan: https://twitter.com/smyyguy

Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

00:00 Introduction

01:54 Solana Chain Performance

12:05 Helium Mobile

13:08 The Criticism's Of Stake Weight QoS

24:59 The QoS Patch Rollout

27:31 Solana's TPS Problem

31:40 The End State For Priority Fees

35:00 Blocks Should Always Be Full

43:45 The Solana End State

52:33 Wen Dynamic Rent Fee?

58:54 Solana Restaking

01:05:07 MEV On Solana

01:08:54 Firedancer

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed 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. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Will Crypto Leave the US? | Roundup May 10, 2024

Show notes

In this episode, the crew discusses the current state of crypto regulation and political candidate support in the US. They explore the viability of meme coins and the challenges of annualizing returns in the crypto space. The conversation also debates crypto-native gaming, the importance of crypto remaining a key industry in the US, and the technical improvements and institutional interest that could fuel a resurgence in Ethereum. Thanks for tuning in!

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Claim your unique Wormhole NFT at

https://wormhole.com/bellcurve17-4859

- -

Uniswap builds simple and secure products that help you swap smarter.

Web. Mobile. Extension. Powered by the smartest protocol in DeFi.

To learn more about the Uniswap’s products head on over to:

https://blckwrks.co/Uniswap

- -

Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.

Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.

Join Flood tide campaign!

https://flood.bid/bell-curve

- -

Follow Mike: https://twitter.com/MikeIppolito_

Follow Michael: https://twitter.com/im_manderson

Follow Vance: https://twitter.com/pythianism

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

(2:39) US Crypto Political Climate

(10:47) Viability of Memecoins

(23:42) Wormhole Ad

(24:56) Flood Ad

(25:55) Uniswap Ad

(26:48) FriendTech Airdrop

(43:05) Is this Cycle Different?

(55:28) Ethereum's Position

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Interoperability's Product-Market Fit | Deep Dive May 08, 2024

Show notes

In today's episode, Michael chats with Nikhil Suri from the Wormhole Foundation about the future of multichain and interoperability in crypto. They discuss the challenges of creating a seamless user experience across different chains, the role of general message passing protocols like Wormhole, and the potential impact of zero-knowledge proofs on scaling and security. Nikhil also shares his thoughts on the social challenges of interoperability standards adoption and the current product-market fit for cross-chain applications, particularly in the realm of token transfers and multichain governance.

Follow Nikhil: https://twitter.com/nsuri_

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- -

Sei Labs believes the EVM is here to stay.

Try out sei v2 devnet - visit the new sei.io to find out more.

- -

Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.

If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz

- -

Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks

Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above.

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Timestamps:

(0:00) Introduction

(2:49) The Future of Multichain

(8:15) Opionated vs Flexibility

(13:34) ZKPs & Interop

(23:06) Sei Ad

(24:06) Kinto Ad

(24:59) Supra Ad

(25:55) Impact of Social Challenges

(30:56) PMF of Interop

(32:37) Multichain Governance