In today's episode, the fellas discuss Uniswaps v4 announcement, whether demand will stay on mainnet vs L2s, our bullish market outlook, why everyone's watching Curve's 3Pool and the (potential) decimation of private equity markets.
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Timestamps:
(00:00) Uniswap v4: The Design and Speculation
(09:39) Demand for Mainnet for L2 Blockspace
(19:07) Market Sentiment: 2019 vs 2023
(31:01) The Prometheum Charade
(47:56) Curve 3Pool USDT FUD
(54:09) The Nasdaq Decoupling & Decimation of Private Equity
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Resources
Matt Walsh Prometheum Twitter thread
https://twitter.com/MattWalshInBos/status/1669061636953366528
Danielle DiMartino on Forward Guidance
https://spoti.fi/3qOxaZH
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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.