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    Business

    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

    Advertise

    Copyright: © Blockworks 2022

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    PumpFun’s Impact on Solana, Circle’s IPO, and Elon and Trump’s Feud | Roundup Jun 06, 2025
    Show notes

    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 players in crypto, and then act on that information.


    Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks


    Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.

    --

    Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.


    Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.


    To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast

    --

    Join us from June 24th-June 26th at Permissionless IV! Use code BELL10 at checkout for 10% off!


    Tickets: https://blockworks.co/event/permissionless-iv

    --

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

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

    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


    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

    --

    Timestamps:

    (0:00) Introduction

    (2:13) Could Elon Switch Parties?

    (12:19) Ads (Arkham & Marinade)

    (13:00) The Demand For Circle's IPO

    (28:08) Ads (Arkham & Marinade)

    (29:28) PumpFun Plans Their Token Sale

    (39:48) The Health of the Memecoin Market

    (42:14) The Impact of Trump and Elon's Feud on Crypto

    (47:07) Are Foundations Still Necessary?

    --

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


    Lightspeed Cross-Post: The State of Solana DeFi With Kyle Samani & Chris Heaney Jun 03, 2025
    Show notes

    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% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.


    Buy now on https://shop.ledger.com/?r=1da180a5de00.

    --

    Grab your tickets to Permissionless IV.

    Use code BELL10 for 10% off: https://blockworks.co/event/permissionless-iv

    --

    Timestamps:

    (0:00) Introduction

    (2:32) The State Of Solana DeFi

    (5:34) Market Making Onchain

    (10:06) Ledger Ad

    (10:30) Solana Network Upgrades

    (17:27) The Axiom Success Story

    (21:02) Competing As A Perps DEX

    (22:58) The Future Of Tokenization

    (29:13) Ledger Ad

    (29:54) Bitcoin

    (33:53) Solana: The L1 vs Apps

    (39:14) Why Does DeFi Matter?

    --

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


    OpenAI, Hyperliquid, and the Internet's Next Growth Phase | Roundup May 30, 2025
    Show notes

    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 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=blockworks


    Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.

    --

    Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.


    Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.


    To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast

    --

    Join us from June 24th-June 26th at Permissionless IV! Use code BELL10 at checkout for 10% off!


    Tickets: https://blockworks.co/event/permissionless-iv

    --

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

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

    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


    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

    --

    Timestamps:

    (0:00) Introduction

    (1:25) Sam Altman & Jony Ive Introduce io

    (8:18) Ads (Arkham & Marinade)

    (8:58) Are Blockchains Consumer Technology?

    (22:29) Hyperliquid's Dominance

    (31:15) Ads (Arkham & Marinade)

    (32:35) Comparing HYPE to BNB

    (37:08) HYPE's Value Proposition

    (41:52) Companies Buying Crypto Assets

    (56:57) Circle's IPO & Plasma's Token Sale

    --

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


    Empire Cross-Post: The Bull Case For Ethereum | Tom Dunleavy & Ryan Berckmans May 27, 2025
    Show notes

    Gm! This week we're joined by Tom Dunleavy & Ryan Berckmans to discuss the bull case for Ethereum. We deep dive into Ethereum's big pivot, how to value the L1, should L2 tokens exist, the role of Etherealize, what's next for ETH & more. Enjoy!

    --

    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 Ryan: https://x.com/ryanberckmans

    Follow Tom: https://x.com/dunleavy89

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

    Follow Santi: https://x.com/santiagoroel

    Follow Empire: https://twitter.com/theempirepod


    Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh

    --

    Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.


    Buy now on https://shop.ledger.com/?r=1da180a5de00.

    --

    Citrea is the first zero-knowledge rollup to enhance the capabilities of Bitcoin blockspace and enable Bitcoin applications (₿apps). Citrea is optimistically verified by Bitcoin, offering the most Bitcoin-secured and native way to extend BTC’s utility to DeFi.


    Learn more about Citrea: https://citrea.xyz/?utm_source=bellcurve&utm_medium=podcast&utm_campaign=website_promo


    Follow Citrea on X/Twitter for the latest on its journey to mainnet: https://x.com/citrea_xyz

    --

    Grab your tickets to Permissionless IV.


    Use code BELL10 for 10% off: https://blockworks.co/event/permissionless-iv

    --

    Timestamps:

    (0:00) Introduction

    (1:46) What Went Wrong With Ethereum?

    (4:30) The Ethereum L2 Roadmap

    (7:33) Does Ethereum Have Product Market Fit?

    (10:45) Ethereum’s Big Pivot

    (15:08) Ledger Ad

    (15:32) Should Blockspace Be Taxed?

    (17:57) Ethereum's Next Chapter

    (23:37) The Role Of Etherealize

    (26:00) Ledger Ad

    (26:41) Does Scaling The L1 Benefit L2s?

    (37:22) How To Attract Builders To Ethereum

    (39:30) Citrea Ad

    (40:06) Should We Tariff The L2s?

    (45:18) How To Value L1s

    (50:33) The Bull Case For ETH

    (57:43) Should L2 Tokens Exist?

    (1:02:45) Final Thoughts

    --

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


    Entering Ethereum’s New Era | Tomasz Stańczak May 23, 2025
    Show notes

    In this episode, we’re joined by Tomasz Stańczak, Co-Executive Director at the Ethereum Foundation, to discuss Ethereum’s evolving culture, and product focus. We also dive into Ethereum’s DeFi and RWA dominance, scaling the L1, real-time proving breakthroughs, and Ethereum’s long-term vision.Thanks for tuning in!

    --

    Resources


    Real-Time Ethereum Proving is here: https://x.com/SuccinctLabs/status/1924845712921264562


    Justin Drake on Real-Time Proving: https://x.com/SuccinctLabs/status/1925306484281553262

    --

    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=blockworks


    Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.

    --

    Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.


    Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.


    To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast

    --

    Citrea is the first zero-knowledge rollup to enhance the capabilities of Bitcoin blockspace and enable Bitcoin applications (₿apps). Citrea is optimistically verified by Bitcoin, offering the most Bitcoin-secured and native way to extend BTC’s utility to DeFi.


    Learn more about Citrea: https://citrea.xyz/?utm_source=bellcurve&utm_medium=podcast&utm_campaign=website_promo


    Follow Citrea on X/Twitter for the latest on its journey to mainnet: https://x.com/citrea_xyz

    --

    Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off!


    Tickets: https://blockworks.co/event/permissionless-iv

    --

    Follow Tomasz: https://x.com/tkstanczak

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

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

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


    Subscribe on YouTube: https://bit.ly/4mqh9kK

    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

    --

    Timestamps:

    (0:00) Introduction

    (2:10) Getting Started at the Ethereum Foundation

    (6:16) Culture of the Ethereum Foundation

    (13:30) Ads (Arkham & Marinade)

    (14:10) Should Ethereum Mimic Bitcoin?

    (33:21) Ads (Arkham & Marinade)

    (34:41) Ethereum's Lead in DeFi and RWAs

    (42:12) Real-Time Proving

    (50:53) Citrea Ad

    (51:29) Scaling the L1

    (53:17) The Fusaka Upgrade

    (56:17) Will Circle Be Acquired?

    (1:03:50) What is Tomasz Excited About?

    --

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


    0xResearch Cross-Post: The Bandwidth Bottleneck Holding Blockchains Back | DoubleZero May 20, 2025
    Show notes

    In this episode, we’re joined by Austin Federa and Mateo Ward to dive into DoubleZero! They explain why bandwidth—not compute—is the real blockchain bottleneck, and how DoubleZero addresses it. We also cover validator economics, token incentives, critiques on DePIN, performance benchmarks, and plans for Solana and beyond.


    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 securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.


    Buy now on https://shop.ledger.com/?r=1da180a5de00.

    --

    Citrea is the first zero-knowledge rollup to enhance the capabilities of Bitcoin blockspace and enable Bitcoin applications (₿apps). Citrea is optimistically verified by Bitcoin, offering the most Bitcoin-secured and native way to extend BTC’s utility to DeFi.


    Learn more about Citrea: https://citrea.xyz/?utm_source=bellcurve&utm_medium=podcast&utm_campaign=website_promo


    Follow Citrea on X/Twitter for the latest on its journey to mainnet: https://x.com/citrea_xyz

    --

    Grab your tickets to Permissionless IV.

    Use code BELL10 for 10% off: https://blockworks.co/event/permissionless-iv

    --

    Timestamps:

    (0:00) Introduction

    (2:11) What is DoubleZero and Why Do We Need It?

    (12:26) Ledger Ad

    (12:44) DoubleZero Stakeholders

    (18:44) DoubleZero Tokenomics and the Problem with DePIN

    (23:45) Ledger Ad

    (24:20) Solving the Cold Start Problem

    (28:30) Performance Improvments Using DoubleZero

    (40:04) Citrea Ad

    (40:33) Expanding to Other Chains

    (45:01) Thoughts on Multicast

    (48:49) The DePIN Label

    (52:32) Reflecting and Closing Comments

    --

    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.


    Ethereum Is Running Away With DeFi | Roundup May 16, 2025
    Show notes

    In this episode, we break down Ethereum’s momentum in DeFi, and its sustained institutional adoption. We also discuss Ethereum’s finance-first identity versus Solana’s consumer focus, and explore how emerging funding models and regulatory shifts are reshaping the venture landscape.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 information.


    Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks


    Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.

    --

    Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.


    Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.


    To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast

    --

    Citrea is the first zero-knowledge rollup to enhance the capabilities of Bitcoin blockspace and enable Bitcoin applications (₿apps). Citrea is optimistically verified by Bitcoin, offering the most Bitcoin-secured and native way to extend BTC’s utility to DeFi.


    Learn more about Citrea: https://citrea.xyz/?utm_source=bellcurve&utm_medium=podcast&utm_campaign=website_promo


    Follow Citrea on X/Twitter for the latest on its journey to mainnet: https://x.com/citrea_xyz

    --

    Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off


    Tickets: https://blockworks.co/event/permissionless-iv

    --

    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/


    Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx

    --

    Timestamps:

    (0:00) Introduction

    (2:24) Crypto Markets Rebound & ETH's New Era

    (10:17) Ethereum is Running Away with DeFi

    (18:36) Ads (Arkham & Marinade)

    (19:10) Believe vs VC Funding

    (26:52) XRP & ETH's Fight For Institutional Market Share

    (31:21) Ads (Arkham & Marinade)

    (32:34) Updates on the GENIUS Act

    (41:13) Citrea Ad

    (41:42) Coinbase's Data Leaks

    (50:06) The State of Venture Today

    --

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


    Hyperliquid’s Bold Vision for DeFi | Jeff Yan | S9 E3 May 13, 2025
    Show notes

    In this episode, we sat down with Jeff Yan, Co-founder of Hyperliquid, to discuss Hyperliquid’s origins, their decision to build an L1, and the architecture behind Hyperliquid. We also discuss MEV mitigation, builder deployed perps, and balancing vertical integration with ecosystem growth.


    Thanks for tuning in!

    --

    Resources


    Priority Is All You Need: https://www.paradigm.xyz/2024/06/priority-is-all-you-need


    The Path to Decentralized Nasdaq: https://www.anza.xyz/blog/the-path-to-decentralized-nasdaq


    0xResearch: Hyperliquid’s Unique Approach to a Better Perp DEX: https://youtu.be/cxyUtPoC1-E

    --

    Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.


    Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.


    To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast

    --

    Citrea is the first zero-knowledge rollup to enhance the capabilities of Bitcoin blockspace and enable Bitcoin applications (₿apps). Citrea is optimistically verified by Bitcoin, offering the most Bitcoin-secured and native way to extend BTC’s utility to DeFi.

    Learn more about Citrea: https://citrea.xyz/?utm_source=bellcurve&utm_medium=podcast&utm_campaign=website_promo


    Follow Citrea on X/Twitter for the latest on its journey to mainnet: https://x.com/citrea_xyz

    --

    Grab your tickets to Permissionless IV.


    Use code BELL10 for 10% off: https://blockworks.co/event/permissionless-iv

    --

    Follow Hyperliquid: https://x.com/HyperliquidX

    Follow Jeff: https://x.com/chameleon_jeff

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

    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


    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

    --

    Timestamps:

    (0:00) Introduction

    (3:54) Thoughts on FTX

    (6:55) The Origins of Hyperliquid

    (11:47) Marinade Ad

    (12:01) HyperCore x HyperEVM Architecture

    (17:44) Why Build an L1 Instead of an L2?

    (22:35) Thoughts on MEV and MCP

    (34:55) Marinade Ad

    (35:34) Hyperliquid's Edge vs Centralized Exchanges

    (39:22) Growing the Hyperliquid Ecosystem

    (49:52) Citrea Ad

    (50:21) Builder Deployed Perps

    (53:24) Thoughts on Vertical Integration

    (1:01:00) The Role of Stablecoins in the Hyperliquid Ecosystem

    (1:06:16) Outro

    --

    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.


    Lightspeed Cross-Post: Can Ethereum Scale The L1? | Weekly Roundup May 09, 2025
    Show notes

    Gm! This week we're back with another weekly roundup. We deep dive into Solana;s recent bug fix, Ethereum's big pivot, how to build the most performant L1 & more. Enjoy!

    --

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

    Follow Jack: https://x.com/whosknave

    Follow Lightspeed: https://twitter.com/Lightspeedpodhq

    Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed

    --

    Grab your tickets to Permissionless IV. Use code BELL10 for 10% off: https://blockworks.co/event/permissionless-iv

    --

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

    --

    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=blockworks

    Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.

    --

    Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.

    Buy now on https://shop.ledger.com/?r=1da180a5de00.

    --

    Timestamps:

    (0:00) Introduction

    (1:25) Solana’s Bug Fix

    (13:00) Ads (Arkham & Ledger)

    (13:37) Ethereum’s Big Pivot

    (19:10) Can Ethereum Scale The L1?

    (28:40) Ads (Arkham & Ledger)

    (29:49) Solana’s DEX Landscape

    (41:02) Citrea Ad

    (41:31) The Most Performant L1 Will Be The Most Decentralized

    --

    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, Jack, and our guests may hold positions in the companies, funds, or projects discussed.


    DeFi’s Value Proposition | Robert Leshner & Hasu | S9 E2 May 06, 2025
    Show notes

    In this episode, we’re joined by Robert Leshner, CEO of Superstate, and Hasu to explore the next phase of DeFi! They discuss the trend of vertical integration in DeFi, the influx of institutional users, and stablecoin designs. Finally, they close out the episode with their thoughts on the true value proposition of DeFi.


    Thanks for tuning in!

    --

    Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.


    Buy now on https://shop.ledger.com/?r=1da180a5de00.

    --

    Citrea is the first zero-knowledge rollup to enhance the capabilities of Bitcoin blockspace and enable Bitcoin applications (₿apps). Citrea is optimistically verified by Bitcoin, offering the most Bitcoin-secured and native way to extend BTC’s utility to DeFi.


    Learn more about Citrea: https://citrea.xyz/?utm_source=bellcurve&utm_medium=podcast&utm_campaign=website_promo


    Follow Citrea on X/Twitter for the latest on its journey to mainnet: https://x.com/citrea_xyz

    --

    Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off!


    Tickets: https://blockworks.co/event/permissionless-iv

    --

    Follow Robert: https://x.com/rleshner

    Follow Hasu: https://x.com/hasufl

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

    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


    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

    --

    Timestamps:

    (0:00) Introduction

    (4:04) New Design Philosophies in DeFi

    (15:25) Ledger Ad

    (15:43) The Vertical Integration Trend

    (22:55) Expanding Protocol Services

    (30:40) Ledger Ad

    (31:15) Neutrality Challenges With Vertical Integration

    (36:10) RWA & Stablecoin Growth Going Forward

    (52:00) Citrea Ad

    (52:29) New Stablecoin Designs

    (56:32) What Assets Will Be Tokenized?

    (1:03:19) The Value Proposition of DeFi

    (1:13:55) Outro

    --

    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.


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