Bell Curve
Blockworks
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/3R1D1D9Subscribe on Apple: https://apple.co/3pQTfmDSubscribe on Spotify: https://spoti.fi/3cpKZXHGet 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
Episodes
Mentioned books
Mar 27, 2026 • 31min
Live From DAS: Are Tokens Dead? | Roundup
Recorded live at Digital Asset Summit, the conversation contrasts institutional excitement for crypto infrastructure with the weak performance of many tokens. They unpack structural problems in token launches, from disclosure gaps to misaligned incentives. The panel also debates what conditions — regulation, custody, and product maturity — could trigger a selective token comeback.
Mar 24, 2026 • 22min
Investor Relations in the Onchain Era
They unveil a platform that uses real-time onchain data to reinvent investor relations for crypto. Topics include token proliferation and falling average token prices. They discuss transparency gaps, standardized onchain data, branded investor portals, and a managed IR service. The conversation previews early clients and a vision for live onchain earnings seasons.
Mar 20, 2026 • 47min
Oneshot: Tempo Mainnet, Agentic Payments, and SEC Crypto Rulemaking | Roundup
They debate how Middle East tensions could ripple through oil markets and interest-rate decisions. They unpack the SEC's crypto rulemaking and what clearer classifications mean for tokenization. They cover Tempo's mainnet launch and the rise of agentic payments as a new payments stack. They spotlight AI’s relentless GPU demand and how compute growth fuels model scaling.
10 snips
Mar 20, 2026 • 1h 10min
Tempo Goes Live: Can Stripe’s Blockchain Own the Payment Rails? | Roundup
They debate whether a Stripe-incubated payments blockchain can rewrite how money moves and why payments-first chains matter. The team unpacks Tempo’s tech, machine payments protocol, and Stripe’s distribution edge. They weigh micropayments, agent-driven commerce, enterprise automation, and the tensions between a corporate chain and neutral network effects.
Mar 13, 2026 • 51min
Oneshot: Market Uncertainty, AI Valuations, and Crypto’s Path Forward | Roundup
They dive into market volatility after geopolitical shocks and where capital is flowing in crypto. The conversation contrasts frothy private AI valuations with public multiples and the role of secondaries. They explore taking tokens private and a new perpetual preferred share product tied to bitcoin. Finally, they sketch recovery narratives and how miners could support AI data center power needs.
17 snips
Mar 13, 2026 • 1h 9min
Can Hyperliquid Become the Everything Exchange? | Roundup
They dig into Hyperliquid’s rapid rise and what the team executed well. They debate whether 24/7 perpetual trading and market-making create a lasting moat. They weigh big bull scenarios like commodity and institutional expansion versus governance, unlocks, and regulatory risks.
Mar 10, 2026 • 60min
What TradFi’s Crypto Integration Actually Looks Like | Sid Powell & Theo Golden
Sid Powell, founder/operator at Maple Finance focused on on-chain lending and tokenized credit. Theo Golden, portfolio manager and tokenization lead at Baillie Gifford bringing TradFi asset management to on-chain products. They discuss how TradFi is integrating crypto rails, practical tokenization structures and SPV vs native issuance, on-chain RWAs and liquidity dynamics, and who will adopt tokenized funds.
Mar 6, 2026 • 51min
Oneshot: The Bill That Could Reshape Crypto | Rebecca Rettig
Rebecca Rettig, Chief Legal Officer at Jito Labs and crypto policy expert, explains the CLARITY market-structure bill and how congressional committees and the White House shape it. She covers the hot debate over stablecoin yield, Treasury and agency roles, and whether rulemaking or legislation will decide DeFi’s future. Quick, policy-forward conversation about what could change and why it matters.
Mar 6, 2026 • 1h 8min
A New Era in Crypto: Product-led Founders Take Over | Roundup
They debate institutional optimism vs crypto-native skepticism and the major innovation themes reshaping markets. They spotlight the shift from visionary tinkerers to product-led, operator founders who can scale. AI and fintech’s role in execution and go-to-market strategies gets attention. They also cover changing VC dynamics, fund sizing, and how distribution-driven growth is winning today.
Mar 5, 2026 • 1h 4min
Introducing: Inflection Point | The Crypto-TradFi Convergence
Michael Mark Antonio, Head of DeFi at Galaxy Digital, builds institutional on‑chain primitives. Matt Hogan, CIO at Bitwise, oversees large crypto ETFs and institutional research. David Lawant, Head of Research at Anchorage Digital, focuses on custody and prime brokerage. They discuss TradFi moving into crypto, spot ETFs and big institutions signaling change, DeFi tradeoffs like UX and regulation, and shifting market structure and settlement.
