Blockworks

Bell Curve

Business EN ↓ 357 episodes

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 Telegr...

Author

Blockworks

Episodes

ESG ETH, Cosmos Hype & Starbucks NFTs | Roundup 16.09.2022 1:22:19

In this episode of Bell Curve, we debate what the merge means for ETH long-term, why ESG ETH is a prime selling point and the PoS vs PoW debate. We then discuss the Cosmos thesis, MEV frameworks, the return of CeDeFi, why your NFT is not equity and more. As usual, this episode is packed full of alpha and spicy takes. - - Timestamps (00:00) Intro (02:01) The Merge, ESG ETH & PoS vs PoW Debate (16:3...

The Fixed Rate Lending Unlock | Simon Jones, Allan Niemerg 13.09.2022 1:08:16

In this episode of Bell Curve, Jason and Mike are joined by Simon Jones (Voltz Labs) and Allan Niemerg (Yield Protocol) to explore the new use cases that fixed-rate lending and interest rate swaps bring to DeFi. We also discuss how crypto is structurally variable, why financial markets need interest rate swaps, DeFi's base rate, DAO-to-DAO undercollateralized lending and much more! - - Timestamps...

Merge Chaos, Coinbase’s Proposal & On-Chain IP | Roundup 09.09.2022 1:17:14

In this episode of Bell Curve, we discuss the upcoming merge and why ETH PoW may be a letdown for you degens. We also debate real vs nominal yields in crypto, the merits of the Coinbase MakerDAO deal, BUSD and the exchange race, on-chain IP and more. As usual, this episode is packed full of alpha and spicy takes. - - (00:00) Introduction (00:40) ETH Merge Chaos (13:02) Real Yield & Structural Flow...

The Makings of a DeFi Credit Boom | Tushar Jain 06.09.2022 1:01:49

In this episode of Bell Curve, Jason and Mike are joined by Tushar Jain from Multicoin Capital to discuss how fixed-rate lending, interest rate swaps and financial derivatives could be the catalyst for the next DeFi bull market. We also explore the limits of undercollateralized lending, DAO capital markets, new token distribution models and more! - - Timestamps (00:00) Intro (04:32) Interest rate...

L1 Death Race, L2 Summer & Maker’s End Game | Roundup 02.09.2022 1:16:29

In this episode of Bell Curve, we debate the future of L1s and the new projects hitting the crypto scene. Has the window closed for a new competitor? Or will the hot ball of money find new, niche projects that don't have the tech debt of the L1 dinos? We also explore the future of CLOBs vs AMMs, the potential rollup future, Maker DAO's end game and a few of our favorite memes. - - Timestamps: (00:...

CeFi Is Dead, Long Live DeFi | Vance Spencer & Michael Anderson 30.08.2022 1:11:57

Season 1 | Episode 1 In this episode of Bell Curve, Jason and Mike are joined by Vance Spencer and Michael Anderson from Framework Ventures to discuss the next era of DeFi. We discuss the core advantages of DeFi over CeFi, the state of crypto's derivatives market, DeFi yields, DAO capital markets and what to expect in the next bull cycle. - - Timestamps: (00:00) Intro (02:12) CeFi’s Epic Implosio...

The DeFi Credit Boom | Season One Pilot 30.08.2022 10:17

Season one of Bell Curve revolves around our DeFi credit boom thesis. Simply put, CeFi's implosion will create a DeFi credit boom that will bring new users and fixed-rate lending markets to DeFi. What products will be created? Who will be the users of these products? Where will capital flow first? These are a few of the questions we'll explore as we put our thesis to the test. Join Jason and Mike...