Season 3 | Episode 2
In this episode of Bell Curve, Zaki Manian and Sam Hart join us to discuss how Aggregation Theory applies to crypto protocols. We explore if applications can covert user relationships into sticky profits, crypto moats, blockspace as a commodity, the benefits of controlling the full tech stack and more!
PS: don't miss the "Smiling Curve" section of the episode - it's an under-discussed idea that will start appearing in crypto value-capture debates!
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Timestamps:
00:00 Intro: Pre-Interview
02:29 The AppChain Thesis
09:31 Aggregation Theory
25:31 Do Moats Exist?
31:34 Is Blockspace a Commodity?
38:25 The Smiling Curve
47:04 Will dYdX Validate the AppChain Thesis?
52:28 Controlling the Entire Stack
1:01:22 Recap: Post-Interview
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Resources:
Ben Thompson's Aggregation Theory
stratechery.com/aggregation-t...
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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.