Bell Curve

This week, Mippo, Myles, and Xavier sat down to discuss how crypto has changed over the past five years: regulatory clarity opening US markets, players moving up and down the stack, industry consolidation, defensibility challenges for startups, stablecoin chains, base layer neutrality, and what "winning" means through tokenized equity and earlier-stage access. Thanks for tuning in! – Follow Myles:...

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! 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...

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. They discuss decentralized training, Nous Research, Venice's privacy model, the end of token maxing, upcoming crypto AI token launches, and evolving valuation frameworks across crypto and equities. Thanks for tuning in! Resources L1...

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. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockwork...

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, we discuss the arrival of perpetual futures in the U.S., the stablecoin battle with traditional banks, and why crypto is increasing...

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. 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....

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. Thanks for tuning in! Resources David Hoffman: Why I Sold My ETH: https://x.com/Trustl...

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. Thanks for tuning in! – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave...

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. Thanks for tuning in! Resources Call your Senator: https://www.standwithcrypto.org/ Senate Banking Committee Passes CLARITY: https://x.com/BitcoinMagazine/status/2054968501861...

This 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/sta...

This 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 discl...

This 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://twitt...

This 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 App...

This 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 Yo...

This 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/reidlike...

This week, Mippo, Myles, and Xavier sat down to discuss the next crypto bull market, covering whether it has started, expected market breadth, rotation patterns, sector winners, the return of retail, the role of regulation, and how crypto's culture is evolving toward institutional maturity. Thanks for tuning in! – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mik...

This week, we’re joined by Sreeram Kannan and Gajesh Naik from EigenCloud to discuss EigenCloud's evolution, the architecture behind Eigen's data, compute, and AI stack, agent property ownership via verifiable compute, and a live demo of Sovra, the first sovereign agent. Thanks for tuning in! Resources Agentkit: https://www.eigencloud.xyz/agentkit Sovra: https://www.sovra.dev/ – Follow Eigen: http...

This week, Mippo, Myles, and Xavier sat down to discuss the current fundraising landscape for early-stage crypto founders, covering how funding standards have shifted, optimal raise sizing, the inverted risk model of token-era investing, go-to-market strategy, how to run a fundraising process, and when to act on investor feedback. Thanks for tuning in! – Follow Myles: https://x.com/MylesOneil Foll...

This week, Mippo, Myles, and Xavier sat down to discuss the bull and bear cases for Ethereum. They cover RWA dominance, agentic payments potential, leadership concerns, fee generation challenges, competition from Solana and corp chains, and the eroding network effects of ETH as a base asset. Thanks for tuning in! – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mi...

Live from DAS, we’re joined by Tushar Jain and Greg Xethalis from Multicoin to discuss the CLARITY Act's implications for token projects, including disclosure requirements, value accrual mechanisms, the collapse of the token-equity dual structure, founder responsibilities around PMF, and the banking lobby's bad-faith opposition to stablecoin yield. Thanks for tuning in! -- Follow Tushar: https://x...

Recorded live at Digital Asset Summit 2026, Mippo, Myles, and Xavier discuss the conference's institutional tone, the divergence between crypto's maturing infrastructure and underperforming tokens, the structural problems plaguing token launches, and what conditions might drive the next token bull market. Thanks for tuning in! – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0...

In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, d...

This week, Michael and Vance sat down to discuss the macro impact of Middle East tensions on oil and markets, the SEC's crypto asset rulemaking, private credit liquidity risks, Tempo's mainnet launch, the agentic payments landscape, and the sustained growth trajectory of AI foundational models and GPU compute demand. Thanks for tuning in! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framewo...

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...

This week, Michael and Vance sat down to discuss the state of the market, private-versus-public valuation gaps in AI and venture markets, a proposal to convert the Across token to equity, Strategy’s STRC product, potential crypto recovery narratives, and the role of bitcoin miners in AI data center infrastructure. Enjoy! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https...