
Bell Curve
@thebellcurvepod • 4,035 subscribers
For degens stuck in the middle of the bell curve. Hosted by @MikeIppolito_, @im_manderson, and @pythianism | Built by @blockworks_
Videos

NEW POD Stani.eth joined Mippo 🟪 to discuss: - The state of DeFi today - The Aave app & Aave v4 - RWAs and their impact on DeFi - And more! Timestamps: 00:00 Introduction 04:20 Funding Abundance & the State of DeFi 19:23 Canton Ad 20:02 The Aave App 39:17 Canton Ad 39:54 New Phases of Growth 44:46 The Impact of RWAs 52:26 Net Interest Margin 56:08 Closing Comments
Bell Curve22,063 views • 4 months ago

NEW POD Sid Powell 🥞 and Theo Golden, CFA joined Mippo 🟪 to discuss: - TradFi’s integration of crypto rails - The yield market today - What tokenization unlocks - And more! Timestamps 00:00 Introduction 03:12 TradFi’s Integration of Crypto Rails 09:31 The Tokenization Unlock 17:21 Canton Ad 18:00 The Yield Market Today 39:04 Canton Ad 39:41 Bringing RWA’s Onchain 58:11 Closing Comments
Bell Curve14,565 views • 4 months ago

NEW POD 🦄 Hayden Adams 🦄 and Jesse Walden joined Mippo 🟪 to discuss: - Uniswap's UNIfication Proposal - Incentive alignment - Retroactive token burns & token value accrual - And more! Timestamps: (0:00) Introduction (1:09) Unisocks Lore (2:44) The Gensler Years (14:17) The UNIfication Proposal (25:00) Turning Off Frontend Fees (37:52) Uniswap Design & Investor Alignment (47:38) Retroactive Token Burn (51:14) Could Uniswap Labs Ever Go Public? (55:42) Token Value Accrual
Bell Curve21,222 views • 7 months ago

For our latest Roundup, Bitwise's very own Jeff Park joined us to discuss: - Saylor's financial engineering - The mechanics of the convertible debt market - Strategy's STRC preferred shares - And more! Timestamps: (0:00) Introduction (1:49) The Convertible Debt Market (9:44) Preferred Shares vs Converts (12:19) Ads (Arkham & Eigen) (13:10) The Demand Side (21:35) How is Saylor's Strategy Possible? (30:47) Ads (Arkham & Eigen) (32:24) What Is The Investment Bank's Role? (37:45) Bitcoin Treasury Companies Abroad (45:38) What Are Treasury Companies Allowed To Do Onchain? (48:29) Treasury Company Financial Metrics (51:44) The Best Path For Ethereum Treasury Companies (56:56) Bitmine's Options Chain (1:00:05) The Impact of In-kind Contributions (1:03:56) The Doom Loop (1:08:35) Comparing Treasury Vehicles and GBTC (1:11:47) How Do Treasury Companies Impact Demand?
Bell Curve16,415 views • 11 months ago
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