This episode of Bell Curve starts with the most contentious topic of the week: Elon's $8 Twitter Blue subscription fee. What are the implications? Could this be a turning point for subscription-based media?
We then explore the carnage happening in the private markets, Alameda's precarious balance sheet, Coinbase's earnings (bullish), J.P. Morgan's first DeFi trade, Instagram NFTs and more!
(01:12) Lord Elon & Subscription-Based Media
(20:02) Private Market Carnage, Down Rounds Are Coming
(33:08) Alameda's Balance Sheet Is… Unexpected
(48:25) J.P. Morgan Executes First Trade On Polygon
(58:43) Coinbase's Q3 Earnings
(01:10:04) Will Polygon Part Ways With Ethereum?
(01:12:53) Instagram NFT Announcement
Follow Vance: https://twitter.com/pythianism
Follow Michael: https://twitter.com/im_manderson
Follow Mike: https://twitter.com/MikeIppolito_
Follow Jason: https://twitter.com/JasonYanowitz
Follow Bell Curve: https://twitter.com/thebellcurvepod
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Alameda's balance sheet breakdown
Ty Lobban's tweet thread on the J.P. Morgan trade
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.