This week, we discuss Bitcoin’s seasonal trends, venture capital flows in crypto and AI, Flying Tulip’s $200M seed round, Keel’s debut on Solana, Stripe’s Open Issuance, and Cloudflare’s NET dollar. Thanks for tuning..

In this episode, we discuss Vitalik’s "low-risk DeFi" blog post, unpack Hasu and Jon Charbonneau’s HYPE supply-reduction proposal, and take a look at post-GENIUS Act stablecoin momentum. We also compare AI’s surge..

In this episode, we’re joined by Pranav Raval, Head of Core Infra at Aptos Labs, to discuss Shelby, a decentralized hot storage network designed to monetize reads, enable scalable data use, and..

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..

Bell Curve is taking a short summer break while the team recharges and enjoys some vacation time. We’ll be back with brand new episodes in September on our usual schedule. In the meantime,..

In this week’s Roundup, we discuss the release of GPT-5, Trump’s Fed Governor appointment and macro policy shifts, Trump’s executive order to ease the path for private assets and crypto to be..

Gm! This week, Duncan and Matt join Yano to dive into Galaxy’s unique business model and how it’s perfectly positioned for the AI, crypto and datacenter narratives as we move into the..

In this episode, we’re joined by Maple Finance CEO and Co-Founder, Sid Powell, to discuss the evolving crypto credit landscape. We dive into the SEC’s Project Crypto initiative, institutional demand, structural shifts..

In this episode, PhD Economist Jens Nordvig breaks down the evolving macro environment marked by waning Fed independence, shifting capital flows, and a weakening U.S. dollar. He explains how tariff shocks, long-end..

In this episode, we’re joined by Bitwise’s Head of Alpha Strategies, Jeff Park! We explore the financial engineering behind Bitcoin treasury companies, focusing on Michael Saylor’s capital structure innovations. We discuss convertible..

Gm! This week, Rebecca Rettig and Alexander Grieve join Jason to unpack the successful crypto week and the 3 pieces of legislation that have passed and will now impact the way stablecoins..

In this episode, Mippo and Vance discuss Ethereum’s resurgence driven by institutional inflows, and stablecoin adoption. They also dive into the PUMP ICO, its market positioning, and consumer platform potential. Finally, they..