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!
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
wormhole.com/bellcurve14-7833
- -
Uniswap builds simple and secure products that help you swap smarter.
Web. Mobile. Extension. Powered by the smartest protocol in DeFi.
To learn more about the Uniswap’s products head on over to:
blckwrks.co/Uniswap
- -
Flood is the optimal DEX aggregator, giving users and developers the mathematically proven best price.
Flood is built from the ground up for speed and efficiency, MEV free and redistributes all trading surplus to users, meaning you can earn money while doing your regular swapping.
Join Flood tide campaign!
flood.bid/bell-curve
- -
Follow Mike: / mikeippolito_
Follow Michael: / im_manderson
Follow Vance: / pythianism
Subscribe on KZread: bit.ly/3R1D1D9
Subscribe on Apple: apple.co/3pQTfmD
Subscribe on Spotify: spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/
- -
Timestamps:
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
- -
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.
Пікірлер: 19
That dramatic music fading in towards the end is a nice touch!
Green and White Sweater Ippolito is the peak version.
love how Vance talks about VC's like he is not one :)
Another great show, you guys are valid.
Loved the conversation! On the topic of various blockchain designs, I am really curious about how the Celestia ecosystem will evolve over time. Especially because it is possible to build on it with both "Ethereum approach" and "Bitcoin approach". And on to point about Solana future development, I agree that a more concrete roadmap would be really beneficial. I know that they don't like roadmaps, and they are mostly against them, but tbh, I think that when you reach a certain scale, you need a long-term plan, and you need at least the core contributors to be aligned on that. And even beyond imo. If everyone knows where the network is heading, even people outside of the core circle can better build apps and come up with improvements that help solve the bottlenecks and bring the chain closer to the ultimate goal.
The halving will start impacting the price sooner than many are calling for....very different dynamics at play this cycle
You also need an AggLayer. You shouldn’t just use based sequencing without it
subbed
Love how Mike gives a shoutout to Sui but not aptos during the wormhole shilling😂
Wheres the link fir the bellcurve wormhole nft
If what you were saying was true that all big chains are so similar, why is the price always following bitcoin and non of the other chains? The marker tells you what's important and what's just a spinoff
Bitcoin l2s have a fatal flaw...an unsupportive l1. When l2s ran into fee issues on ETH, they adjusted the l1 to accommodate. That isn't going to happen if you have been paying attention.
Why they always asking questions ?? With their repetive high rising ?? Every phrase?? A high rise?? And the certainty while saying nothing??
Proof-Of-Stake = Equities/Securities Proof-Of-Work = Commodities
Massive token overload. Consolidation of capital in quality projects with staying power will probably be the next narrative
🎶 Promo SM