Bell Curve

In this episode, we discussed increased retail activity, the evolution of the AI meta, and crypto regulatory reform. Additionally, we covered the deployment of USDS on Solana, and the recent news from Coinbase Wallet: USDC holders will now earn yield. Finally, we speculated on whether or not there will be an alt season, and institutional interest in crypto post-election. Thanks for tuning in! – Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism 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 Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx —- (00:00) Introduction (02:27) Crytpo TikTok & Retail Activity (12:23) Evolution of the AI Meta (15:12) Bitcoin Options Go Live & Crypto Regulatory Reform (25:18) Will USDS Find Success on Solana? (44:37) USDC Yield Announced For Coinbase Wallet Users (50:58) Will There Be An Alt Season? (57:18) Category Creation, Founder Migration, and FTX Distributions —-- 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, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Alex Watts, the Co-Founder and CEO of FastLane Labs, joined us to discuss dealing with MEV, Application Specific Sequencing, and the EVM vs the SVM. Additionally, we asked Alex: is application specific sequencing possible on Solana? Where does Monad fit into things? We closed the episode out with our thoughts on alignment, the rollup landscape, and single slot finality. Thanks for tuning in! -- Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.  Visit fuel.network to learn more and start building for tomorrow, today! -- Follow FastLane Labs: https://x.com/0xFastLane Follow Alex: https://x.com/ThogardPvP Follow Mike: https://x.com/MikeIppolito_ 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 Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (3:45) Origins of FastLane (12:39) Approaches to Dealing With MEV (21:21) Fuel Ad (22:16) Application Specific Sequencing (32:06) EVM vs SVM (41:38) Is Application Specific Sequencing Possible on Solana? (50:46) Where Does Monad Fit Into Things? (53:14) Complicated Feelings Around Alignment (1:02:47) The Rollup Landscape in 5 Years (1:09:47) Single Slot Finality Prioritization (1:16:49) Are RWAs Bullish for the L1? -- 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, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Hart Lambur and Dan Robinson joined us to discuss interoperability across the Ethereum ecosystem! We dove into ERC-7683, EIP-7702, and Unichain’s future. We also unpacked the process behind creating new standards for Ethereum. Finally, we discussed the crossovers between the solver and searcher markets. Thanks for tuning in! -- Resources Uniswap x Across Protocol: https://x.com/Uniswap/status/1849104961335972078 ERC-7683: https://across.to/blog/ERC-7683-Building-a-Borderless-Ethereum EIP-7702: https://github.com/ethereum/EIPs/blob/master/EIPS/eip-7702.md Bell Curve Season 6 - The State of DEXs: https://youtube.com/playlist?list=PL6TA5PBj6svs5C6FtG4VMUG7dKmIv0TSN&feature=shared Bell Curve Season 7 - Modularity: https://youtube.com/playlist?list=PL6TA5PBj6svuFu-1yDzxgZELBGGqXDNzO&feature=shared -- Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.  Visit fuel.network to learn more and start building for tomorrow, today! -- Follow Dan: https://x.com/danrobinson Follow Hart: https://x.com/hal2001 Follow Mike: https://x.com/MikeIppolito_ 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 Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (2:09) Ethereum Technical Challenges and Interoperability Solutions (12:48) Fuel Ad (13:42) Developing ERC-7683 (21:58) Proposing New Standards (31:55) Unichain's Future (36:50) Ethereum Account Abstraction (42:46) Does Ethereum Have A UX Problem? (47:30) Crossovers Between Searchers and Solvers -- 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, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Hayden Adams and Hasu joined us to discuss Ethereum’s rollup centric roadmap, and the vision for Unichain. We also dove into priority ordering, MEV taxes, and LP arbitrage. Finally, we ended the episode by unpacking MEV on L2s vs mainnet, TEEs, and potential cons of Ethereum’s rollup centric roadmap. Thanks for tuning in! -- Resources Priority Is All You Need: https://www.paradigm.xyz/2024/06/priority-is-all-you-need Unichain White Paper: https://docs.unichain.org/whitepaper.pdf Introducing Rollup-Boost: https://writings.flashbots.net/introducing-rollup-boost -- Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.  Visit fuel.network to learn more and start building for tomorrow, today! -- Follow Unichain: https://x.com/unichain Follow Hayden: https://x.com/haydenzadams Follow Hasu: https://x.com/hasufl Follow Mike: https://x.com/MikeIppolito_ 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 Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (1:24) Ethereum's Rollup Centric Rollup (11:21) The Unichain Vision (22:14) Priority Ordering, MEV Taxes, and LP Arbitrage (36:30) Fuel Ad (37:24) Unichain: Built For A Community, Not Use Cases (42:23) Full Stack Building In Crypto (52:58) Who Should Be the Voice of the User? (55:24) Decision Making at Uniswap (59:06) MEV On L2s vs L1 (1:04:59) Trusted Execution Environments (1:15:20) Potential Cons of the Rollup Centric Roadmap -- 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, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.