Podcast Episodes
Back to SearchFOMC Down Only, Gaming Mega Thesis, Stablecoin Bill | Roundup
Season 1 Episode 9
In this episode of Bell Curve, we introduce the gaming mega thesis. Markets are an absolute mess, 99% of tokens won't hit their ATHs again, most old narratives will die, and the market is begging for…
Published on 3 years, 1 month ago
Uncollateralized Lending: DeFi’s Next Big Evolution | Sid Powell, Teddy Woodward
Season 1 Episode 8
Season 1 | Episode 4
In this episode of Bell Curve, Jason and Mike are joined by Sid Powell (Maple Finance) and Teddy Woodward (Notional) to discuss the opportunity and complexity of on-chain uncollat…
Published on 3 years, 1 month ago
ESG ETH, Cosmos Hype & Starbucks NFTs | Roundup
Season 1 Episode 7
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…
Published on 3 years, 1 month ago
The Fixed Rate Lending Unlock | Simon Jones, Allan Niemerg
Season 1 Episode 6
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 br…
Published on 3 years, 2 months ago
Merge Chaos, Coinbase’s Proposal & On-Chain IP | Roundup
Season 1 Episode 4
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…
Published on 3 years, 2 months ago
The Makings of a DeFi Credit Boom | Tushar Jain
Season 1 Episode 4
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 f…
Published on 3 years, 2 months ago
L1 Death Race, L2 Summer & Maker’s End Game | Roundup
Season 1 Episode 3
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 pro…
Published on 3 years, 2 months ago
CeFi Is Dead, Long Live DeFi | Vance Spencer & Michael Anderson
Season 1 Episode 2
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 advanta…
Published on 3 years, 2 months ago
The DeFi Credit Boom | Season One Pilot
Season 1 Episode 1
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…
Published on 3 years, 2 months ago