Season one of Bell Curve revolves around our DeFi credit boom thesis. Simply put, CeFi's implosion will create a DeFi credit boom that will bring new users and fixed-rate lending markets to DeFi.
What products will be created? Who will be the users of these products? Where will capital flow first?
These are a few of the questions we'll explore as we put our thesis to the test. Join Jason and Mike in this season one pilot episode, where we provide context for our thesis and explain what you should expect in the upcoming episodes.
If you consider yourself a curious degen, builder or investor: this show is for you.
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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, and our guests may hold positions in the companies, funds, or projects discussed.