This episode of Bell Curve explores Blur's airdrop and attack on OpenSea's market share. We discuss Blur's business strategy, BLUR token incentives, OpenSea's precarious position and more!
We also cover the recent market rally, the SEC's qualified custodian proposal, tech's transition from growth to value and Flashbots' new MEV-Share product. Check out the Timestamps below for a full breakdown!
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Timestamps:
(00:00) Introduction
(02:34) Why are markets ripping?
(05:10) The SEC’s qualified custodian proposal
(12:16) Tech’s transition from growth to value
(23:08) Blur, OpenSea’s fall, royalties & ETH burn
(33:27) Scaling tech and new applications
(37:34) Flashbots MEV-Share, PFOF and best execution
(52:09) Max Pain
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Resources
Flasbots MEV-Share article
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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.