EPISODE · Oct 27, 2023 · 1H 1M
Recapitalizing the Degens and Identifying Cycle Catalysts | Roundup
from Bell Curve · host Blockworks
In today's roundup Michael and Vance join forces to determine if we are finally back. They dive into potential catalysts for the recent price action across the crypto sector, including the end of the rate hiking cycle, the need for recapitalization of degens, and the emerging institutional interest. The two analyze the LayerZero proposal controversy, dubious Hamas fundraising claims, and Arbitrum Orbit's use of Celestia for Data Availability. To close out they speak on the rise of professional guilds and service providers for blockchains, reflecting on the recent proposal for an Arbitrum Coalition. - - Timestamps: (0:00) Introduction (2:53) Are We Back? (8:25) Catalyst for Price Action (16:18) Identifiers for Cycle Change (28:29) DAS London Ad (29:39) LayerZero & Lido DAO Kerfuffle (34:50) WSJ Claims Crypto Funding Terrorism (41:09) Arbitrum Orbit Uses Celestia for DA (51:12) Arbitrum Coalition (56:11) Framework Ventures Updates - - Follow Mike: https://twitter.com/MikeIppolito_ Follow Vance: https://twitter.com/pythianism Follow Michael: https://twitter.com/im_manderson Follow Yano: https://twitter.com/JasonYanowitz 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 us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BELL20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! https://blockworks.co/event/digital-asset-summit-2024-london/home - - Resources: Layer0 Proposal https://research.lido.fi/t/wsteth-on-avalanche-and-bnb-and-ownership-acceptance-by-lido-dao/5749 Arbitrum Coalition Proposal https://forum.arbitrum.foundation/t/proposal-the-arbitrum-coalition/19145 Arbitrum Orbit Uses Celestia https://blog.celestia.org/celestia-is-first-modular-data-availability-network-to-integrate-with-arbitrum-orbit/ https://blog.celestia.org/introducing-blobstream/ Optimism vs Arbitrum (Theme Park Explanation) https://twitter.com/sgoldfed/status/1706536075273839037 - - 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.
What this episode covers
In today's roundup Michael and Vance join forces to determine if we are finally back. They dive into potential catalysts for the recent price action across the crypto sector, including the end of the rate hiking cycle, the need for recapitalization of degens, and the emerging institutional interest. The two analyze the LayerZero proposal controversy, dubious Hamas fundraising claims, and Arbitrum Orbit's use of Celestia for Data Availability. To close out they speak on the rise of professional guilds and service providers for blockchains, reflecting on the recent proposal for an Arbitrum Coalition. - - Timestamps: (0:00) Introduction (2:53) Are We Back? (8:25) Catalyst for Price Action (16:18) Identifiers for Cycle Change (28:29) DAS London Ad (29:39) LayerZero & Lido DAO Kerfuffle (34:50) WSJ Claims Crypto Funding Terrorism (41:09) Arbitrum Orbit Uses Celestia for DA (51:12) Arbitrum Coalition (56:11) Framework Ventures Updates - - Follow Mike: https://twitter.com/MikeIppolito_ Follow Vance: https://twitter.com/pythianism Follow Michael: https://twitter.com/im_manderson Follow Yano: https://twitter.com/JasonYanowitz 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 us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BELL20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! https://blockworks.co/event/digital-asset-summit-2024-london/home - - Resources: Layer0 Proposal https://research.lido.fi/t/wsteth-on-avalanche-and-bnb-and-ownership-acceptance-by-lido-dao/5749 Arbitrum Coalition Proposal https://forum.arbitrum.foundation/t/proposal-the-arbitrum-coalition/19145 Arbitrum Orbit Uses Celestia https://blog.celestia.org/celestia-is-first-modular-data-availability-network-to-integrate-with-arbitrum-orbit/ https://blog.celestia.org/introducing-blobstream/ Optimism vs Arbitrum (Theme Park Explanation) https://twitter.com/sgoldfed/status/1706536075273839037 - - 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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Recapitalizing the Degens and Identifying Cycle Catalysts | Roundup
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