In this episode, the Roundup Crew discusses the current sentiment among market participants, and how seasonality impacts the markets. Additionally, they covered the Fed’s upcoming Jackson Hole symposium, rate cuts and job number revisions, and Kamala Harris’ potential capital gains tax policies. Finally, they took a look at Tron’s recent success and asked themselves, are centralized chains better at acquiring users?
Thanks for tuning in!
--
Resources
2xDog Chart on Bitcoin Seasonality: https://x.com/2xdog/status/1826460239090385028
S.Y. Lee’s Comments: https://x.com/storysylee/status/1826296244568019259
Tron Fees Chart: https://x.com/AviFelman/status/1825969241050550507
--
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently in its mainnet launch phase — follow along on namada.net
--
Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Mike: https://twitter.com/MikeIppolito_
Follow Michael: https://twitter.com/im_manderson
Follow Vance: https://twitter.com/pythianism
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(2:42) Sentiment in the Crypto Markets
(8:51) How Seasonality Impacts Markets
(13:30) The Fed's Jackson Hole Symposium
(15:27) Namada Ad
(16:26) Kamala Harris' Capital Gains Tax Policies
(24:06) Which Presidential Candidate Will Be Better For Crypto?
(28:23) Rate Cuts & Job Revision Numbers
(40:01) Story Protocol's Series B Announcement
(46:51) Tron's Pump Fun Competitor
(50:01) Are Centralized Chains Better at Acquiring Users?
(55:22) Peter Thiel's Interview With Joe Rogan
(58:50) Bill Clinton at the DNC
--
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.tt and our guests may hold positions in the companies, funds, or projects discussed.