Podcast
Bell Curve
Hosted by Blockworks · EN
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.
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37episodes
Episodes
Newest firstAll episodes
NEAR Is Betting Everything On AI Agents | Roundup
5d ago00:35:30Tap to summarizeThis 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. Thanks for tuning in! Resources Venice Usage: https://x.com/KyleSamani/status/2060498893444354270?s=20 – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave 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 —- Timestamps (00:000 Introduction (00:57) Optimism For Crypto (05:47) Thoughts on NEAR (11:31) Token Value Accrual (15:18) NEAR’s Agent Adoption (18:15) The Value of Privacy (22:57) NEAR’s Focus Problem (26:06) Sovereign Agents (30:23) Agents Onchain —-- 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.
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Is Crypto Broken? | Roundup
2w ago00:47:39Tap to summarizeThis 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. Thanks for tuning in! Resources David Hoffman: Why I Sold My ETH: https://x.com/TrustlessState/status/2059371247163613489?s=20 OpenZeppelin Co-Founder on DeFi Security: https://x.com/maraoz/status/2059413451265441990?s=20 – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave 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 —- Timestamps: (00:00) Introduction (02:40) Outlook on Crypto (10:22) Stablecoins Hurt L1s (15:47) The VC Bar Has Been Raised (20:17) Where’s the Creativity? (26:06) Crypto Needs More Coinbases (32:33) Crypto’s Maturation Phase (45:36) 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.
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Can Ethereum Still Win? | Roundup
3w ago00:33:56Tap to summarizeThis 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. Thanks for tuning in! – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave 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 —- Timestamps (00:00) Introduction (02:31) ETH Foundation Talent Exodus (10:57) Saving Ethereum (15:00) Can ETH Win Without Price Appreciation? (19:41) Building on Ethereum (28:53) Ethereum’s Two Paths (32:29) 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.
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Circle’s Arc: Bull & Bear Cases | Roundup
4w ago00:56:06Tap to summarizeThis 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. Thanks for tuning in! Resources Call your Senator: https://www.standwithcrypto.org/ Senate Banking Committee Passes CLARITY: https://x.com/BitcoinMagazine/status/2054968501861851383?s=20 Circle’s Arc: https://x.com/arc/status/2053852639943852178?s=20 – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave 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 —- Timestamps (00:00) Introduction (01:24) US Crypto Dominance (07:30) Circle’s Arc L1 (15:34) Leveraging USDC’s Distribution (21:14) Token vs Equity Tension (29:54) Where Does Value Come From? (40:50) Arc vs Tempo (47:32) Arc & Circle’s Challenge (50:35) Arc’s Sleeper Bull Case —-- 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed
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Can Neobanks Break Traditional Banking? | Roundup
May 800:40:35Tap to summarizeThis week, Mippo, Myles, and Xavier sat down to discuss Stripe Sessions, the merging of fintech and crypto, Tempo's role in agentic commerce, where AI agents will land onchain, sector-specific blockchains, and the rise of stablecoin neobanks. Thanks for tuning in! Resources Xave’s Thoughts on Stripe Sessions: https://x.com/0xave/status/2050211034338640091?s=20 Stripe’s Link: https://x.com/link/status/2049529099933348041?s=20 – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave 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 —- Timestamps (00:00) Introduction (01:22) Inside Stripe Sessions (09:21) The Two Sides of Crypto (13:46) The Funding Horse Race (17:57) AIs Impact on Crypto (26:43) Sector Specific Chains (29:20) The Neobank Opportunity —-- 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.
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Why Investable Tokens Need Real Disclosures | Roundup
May 100:46:36Tap to summarizeThis week, Mippo, Myles, and Xavier sat down to discuss Blockworks' Token Transparency Framework, exploring why founder accountability and disclosure standards matter now, the relationship between regulatory clarity and token classification, token versus equity value accrual, optimal token launch timing, exchange listing incentives, protocol security, and the potential for onchain, real-time disclosures. Thanks for tuning in! Resources Vlad Tenev on Boring Earnings Calls: https://x.com/sourceryy/status/2049208276873581054?s=20 – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave 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 —- Timestamps (00:00) Introduction (01:30) The Token Transparency Framework (08:10) Why Disclosures, Why Now? (18:18) Token vs Equity Value Accrual (21:33) When Should You Launch a Token? (34:24) Protocol Security as a Differentiator (39:18) Future of Onchain Disclosures —-- 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.
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What Brings Capital Back to DeFi? | Roundup
Apr 2600:55:39Tap to summarizeThis week, Mippo, Myles, and Xavier sat down to discuss the brutal month for DeFi, North Korea's growing role in exploits, counterparty risk and curator models, the security-versus-speed tradeoff, and DeFi's path forward through stablecoins, agents, and fintech distribution. Thanks for tuning in! – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave 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 —- Timestamps (00:00) Introduction (00:32) A Month of DeFi Disasters (05:44) Why Are Hacks Accelerating? (09:53) Lending Models Today (17:22) What Brings Capital Back to DeFi? (24:28) The Overhang From Mythos (28:44) Institutionalization of Crypto (38:51) The Money Legos Thesis (49:15) 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.
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Can DeFi Bounce Back? | Sam MacPherson & monetsupply
Apr 2400:55:37Tap to summarizeThis week, we’re joined by monetsupply and Sam MacPherson to unpack the rsETH exploit, DeFi’s sentiment crisis, risk models, and Bitcoin's looming Q-Day decision around Satoshi's wallet. Thanks for tuning in! – Follow Sam: https://x.com/hexonaut Follow monetsupply: https://x.com/MonetSupply 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 —- Timestamps: (00:00) Introduction (01:07) The rsETH Exploit (12:04) DeFi’s Sentiment Crisis (20:22) Risk Within DeFi (32:15) TradFi vs DeFi Tradeoffs (40:46) Q-Day & Satoshi’s Wallet —-- 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.
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The Blockworks Vision
Apr 2200:44:57Tap to summarizeThis week, Jason and Mippo sat down to discuss the Blockworks rebrand! They examine the trust problem in crypto, onchain capital markets, disclosure frameworks, industry consolidation, and Blockworks’ evolution over the years. Thanks for tuning in! – Follow Blockworks: https://x.com/blockworks Follow Jason: https://x.com/JasonYanowitz 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 —- Timestamps (00:00) Introduction (02:06) The Current State of Crypto (07:04) Crypto’s Trust Problem (09:08) Blockworks’ Solution (11:58) The Data Behind Tokens (17:07) Blockworks’ Evolution (24:56) Issues With Tokens (35:18) The Blockworks Rebrand (39:41) Crypto Sentiment (43:47) 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.
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Solana Is Becoming The Home Of Onchain Credit Origination | Marius Ciubotariu & Reid Simon
Apr 2100:55:59Tap to summarizeThis week, we’re joined by Marius from Kamino, and Reid from Figure to discuss the growth of RWA lending on Solana, the mechanics of RWA looping, private credit onchain, Figure's Forge platform, risk pricing, fixed rate borrow-lend, and how the composition of onchain credit assets may evolve over time. Thanks for tuning in! – Follow Marius: https://x.com/y2kappa Follow Reid: https://x.com/reidlikeabook 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 —- Timestamps (00:00) Introduction (05:01) Why RWA Deposits Keep Growing (15:44) Thoughts on Private Credit (20:45) What is Forge? (25:11) RWA Looping (34:54) How Rates Impact Onchain Activity (45:33) Fixed Rate Borrow-Lend (49:19) The Next 10 Years For RWAs —-- 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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.
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