L1 Death Race, L2 Summer & Maker’s End Game | Roundup
In this episode of Bell Curve, we debate the future of L1s and the new projects hitting the crypto scene. Has the window closed for a new competitor? Or will the hot ball of money find new, niche projects that don't have the tech debt of the L1 dinos?
We also explore the future of CLOBs vs AMMs, the potential rollup future, Maker DAO's end game and a few of our favorite memes.
(01:16) DXY strong & macro
(05:39) L1 majors performance review
(08:38) Avalanche lawsuit
(17:08) DeFi’s pitiful performance vs ETH
(21:08) New L1s, do they have a chance?
(31:19) Are CLOBs the future?
(35:59) Arbitrum Nitro & the Rollup thesis
(45:47) MakerDAO’s end game & the future of OG DeFi
(1:05:17) Aave update & Michael Saylor tax evasion
(01:10:28) Tweet of the week, memes and more
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Rune's "free float" DAI post
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.