This week, Mippo, Myles, and Xavier sat down to discuss crypto's maturation and institutional momentum. They then conduct a bull/bear analysis of Tempo, a Stripe-incubated payments-focused Layer 1 blockchain, covering its tech architecture, distribution advantages, agent micropayments potential, competitive risks, and token versus equity considerations.

Thanks for tuning in!

Resources

The Agentic Web and Original Sin: https://stratechery.com/2025/the-agentic-web-and-original-sin/

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The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables real-time, secure synchronization and settlement across asset classes on a shared, interoperable infrastructure. It’s the link between the promise of blockchain and the power of global finance, making finance flow as it should.

Learn more about the Canton Network here: https://www.canton.network/?utm_source=podcast&utm_medium=shownotes&utm_campaign=cantonprivacy&utm_id=blockworks

Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code BELL200 to get $200 off your ticket! See you there!

Tickets: https://blockworks.co/event/digital-asset-summit-nyc-2026

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Timestamps

(00:00) Introduction

(03:48) Crypto’s Grown Up

(08:45) Tempo Goes Live

(23:26) Canton Ad

(24:05) Stripe’s Business Model

(33:09) Canton Ad

(33:46) Bull Cases For Tempo

(50:13) Bear Cases For Tempo

(01:07:05) Closing Comments

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