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.
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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 Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
DATs, Stablecoin Wars, and Corporate Chains | Roundup
Bell Curve
1 hour 10 minutes
3 months ago
DATs, Stablecoin Wars, and Corporate Chains | Roundup
In this week’s Roundup, the Bell Curve crew reunites after six weeks to break down the ongoing evolution of digital asset treasury (DAT) companies, the shifting stablecoin landscape with HyperLiquid’s USDH, the debut of Stripe-backed Tempo and the broader “corporate chain” debate, and much more.
Thanks for tuning in!
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Katana directs chain revenue back to DeFi users for consistently higher yields.
It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags:
https://app.katana.network/?utm_source=BW-Pod
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Follow Michael: https://x.com/im_manderson
Follow Vance: https://x.com/pythianism
Follow Mike: https://x.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
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Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
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Timestamps:
(0:00) We’re Back!
(1:48) Is the DAT Trade Over?
(9:44) Token Launch Experimentation
(11:33) Generating Real Yield
(15:10) Solana DATs
(17:42) Katana Ad
(18:11) Rebuilding Around Stablecoins
(21:08) Why Are We Tokenizing?
(22:24) Hyperliquid & USDH
(30:56) Regulation & Market Structure
(33:46) Katana Ad
(34:23) Where Are We in the Cycles?
(36:40) Compliance & Regulatory Clarity
(41:03) Crypto’s (d)Evolution
(44:45) Tempo & Corporate Chains
(59:39) Spiritual Bear Market?
(1:01:15) The World is Weird
(1:03:35) AI Bubble
(1:05:49) Base Teasing Token Launch
(1:08:13) Rate Cuts & DeFi Supercycle
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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, and our guests may hold positions in the companies, funds, or projects discussed.
Bell Curve
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 Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx
