This episode of Bell Curve explores SBF's New York Times interview and his grand attempt to manipulate the media. We discuss SBF's strategy, the likelihood of SBF jail time and what to expect next. We then discuss the state of crypto, where leverage will blow up next, OpenSea's shrinking market share, Coinbase vs Apple and more!
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Timestamps:
(00:00) Introduction
(01:36) SBF’s Grand Manipulation
(28:15) "Avalanche Ad"
(29:29) The Connection Between 3AC, DCG & Genesis
(32:52) Banks Can’t Touch Crypto & Leverage In The Next Cycle
(35:24) Uniswap’s NFT Marketplace & OpenSea’s [Negative] Outlook
(42:32) Free-to-Own NFTs
(47:27) Coinbase Takes On Apple
(58:26) Are More Tech Layoffs Coming?
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Resources:
3AC, DCG & Amazing Coincidences
https://bit.ly/3UurZqO
BlockFi/FTX/Alameda recursive loan tweet
https://twitter.com/ayko2718/status/1597432454070956032
Coinbase tweet on Apple
https://twitter.com/CoinbaseWallet/status/1598354819735031809
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Core, from Ava Labs, is more than just a wallet. It’s a free, non-custodial browser extension that gives Avalanche users a more seamless and secure Web3 experience. Download Core today at https://www.core.app/
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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.