Bitcoin's Renaissance: Inside Runes, Ordinals, and Transaction Revenue | Roundup

In this week's round up the Mike and Vance dive into the recent Bitcoin correction, discussing the narratives surrounding interest rates, politics, and the upcoming halving. They explore the launch of Runes on Bitcoin and its potential impact on the ecosystem. The conversation also delves into the merging of Bitcoin and Ethereum, the challenges faced by Solana, and the importance of L1 performance for L2 functionality. They discuss the concept of profits and fees for L1s, the growth of restaking, and the role of apps in shaping the future of crypto. Thanks for tuning in!

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(0:00) Introduction

(5:40) Bitcoin Correction Thoughts

(18:46) Bitcoin Memecoin Barbell

(23:49) Wormhole Ad

(25:03) Flood Ad

(26:02) Uniswap Ad

(26:55) Runes Launch

(40:07) User & Economic Lock in

(46:49) L1 vs L2 Scaling

(57:11) Profits for an L1

(1:03:09) Restaking Growth

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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.tt and our guests may hold positions in the companies, funds, or projects discussed.

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