ep. 2


Peak ETH: Ethereum's Monetary Policy Explained | Roundup

This episode of Bell Curve explores the bear market rally and ETH’s monetary design. We start with our views on the recent market rally - have prices bottomed, or are we witnessing a dead cat bounce? What should we expect for 2023?

We then discuss ETH's unique monetary policy, MakerDAO’s counterparty risk, Optimism vs Arbitrum, private fundraising, Su Zhu's false redemption arc and more!

- -


(00:00) Introduction

(01:00) A Bear Market Rally

(12:10) Optimism vs Arbitrum

(17:20) Genesis Bankruptcy Rumors

(22:28) MakerDAO’s Counterparty Risk

(28:28) Raising Funds in a Bear Market

(34:30) ETH’s Monetary Policy

(48:01) ETH Staking Withdrawal Queue

(50:05) Bitzlato and Bitcoin Narratives

(1:00:50) Su Zhu and Kyle are Back

- -

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

- -


Ryan Watkins tweet on Ethereum innovation cycles


ETH 7.5% APR tweet


ETH withdrawal queue thread (by Westie)


- -

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.

Other Podcasts from our Network