Macro Uncertainty, Circle’s Surge, and Prediction Market Utility | Roundup episode artwork

EPISODE · Jun 20, 2025 · 1H

Macro Uncertainty, Circle’s Surge, and Prediction Market Utility | Roundup

from Bell Curve · host Blockworks

In this episode, we discuss the current macro volatility, the GENIUS Act and CRCL’s price surge, and “alt season” narratives shifting to public markets. We also cover token unlock dynamics, JP Morgan’s stablecoin plans, and the emerging utility of prediction markets. Thanks for tuning in! -- Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.  Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks  Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.  -- Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off! Tickets: https://blockworks.co/event/permissionless-iv -- Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Follow Mike: https://twitter.com/MikeIppolito_ 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/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (3:39) Market Sentiment (11:39) Arkham Ad (12:05) The GENIUS Act Passes Senate Vote (15:30) Crypto IPOs & Alt Season (24:49) Arkham Ad (25:30) The State of Crypto Infrastructure (43:53) JP Morgan Launches Pilot For JPMD (51:05) Prediction Markets -- 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, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we discuss the current macro volatility, the GENIUS Act and CRCL’s price surge, and “alt season” narratives shifting to public markets. We also cover token unlock dynamics, JP Morgan’s stablecoin plans, and the emerging utility of prediction markets. Thanks for tuning in! -- Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.  Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks  Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding.  -- Join us from June 24th-June 26th at Permissionless IV! Use Code BELL10 at checkout for 10% off! Tickets: https://blockworks.co/event/permissionless-iv -- Follow Michael: https://twitter.com/im_manderson Follow Vance: https://twitter.com/pythianism Follow Mike: https://twitter.com/MikeIppolito_ 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/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (3:39) Market Sentiment (11:39) Arkham Ad (12:05) The GENIUS Act Passes Senate Vote (15:30) Crypto IPOs & Alt Season (24:49) Arkham Ad (25:30) The State of Crypto Infrastructure (43:53) JP Morgan Launches Pilot For JPMD (51:05) Prediction Markets -- 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, and our guests may hold positions in the companies, funds, or projects discussed.

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Macro Uncertainty, Circle’s Surge, and Prediction Market Utility | Roundup

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In this episode, we discuss the current macro volatility, the GENIUS Act and CRCL’s price surge, and “alt season” narratives shifting to public markets. We also cover token unlock dynamics, JP Morgan’s stablecoin plans, and the emerging utility of...

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