The Battle of Restaking Platforms & Alt L1s | Roundup

In this week's round up the Mike, Michael, and Vance break down Uniswap's fight with the SEC over a Wells notice and the implications for DeFi, as well as Bearchain's massive $100M raise. The risks of hedging altcoin investments using perpetual futures contracts are explored, along with the significance of Circle and BlackRock uniting to bridge traditional finance and DeFi. They also dissect the implosion at lending protocol MarginFi and the fierce competition heating up between Eigen and Carrick in the emerging universal restaking platform space.
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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/bellcurve13-1983
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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
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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
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Timestamps:
0:00 Introduction at Warp Speed
6:24 Uniswap Wells Notice
18:26 $100m Berachain Raise
28:04 Wormhole Ad
29:17 Flood Ad
30:16 Uniswap Ad
31:10 Karak Universal Restaking Platform
40:54 Hedging by Perps
48:05 Circle USDC & BlackRock CBDC
53:37 MarginFi Implosion
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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.tt and our guests may hold positions in the companies, funds, or projects discussed.

Пікірлер: 12

  • @christophehkg6056
    @christophehkg605619 күн бұрын

    Definitely my fav podcast

  • @kristiklaudy
    @kristiklaudy18 күн бұрын

    Amazing episode! Also I would be for the episode with Smokey and Keone. They seem to have a very similar, thoughtful style of thinking so it could be a really interesting conversation.

  • @DrYahtzeeFish
    @DrYahtzeeFish19 күн бұрын

    Best pod in the space!

  • @robertveve6847
    @robertveve684719 күн бұрын

    The Blackrock deal with Circle makes USDC the safe, sanctioned stable coin in the US. It's the most important development of the year. US Treasury market and bond derivatives dwarf the current crypto market. Odd none of the hosts recognize the significance.

  • @juliereichwein2871
    @juliereichwein287119 күн бұрын

    Shido just released their L1 and has a complete defi ecosystem. Wormhole compatible and part of the Cosmos ecosystem.

  • @theonlyconstantischange123
    @theonlyconstantischange12319 күн бұрын

    Vance's genuine shock to not having read the Edgar tweets was a good lol

  • @kryptoknight9830
    @kryptoknight983018 күн бұрын

    Great content guys very informative , but must disagree with Sydney take...

  • @bparker2227
    @bparker222719 күн бұрын

    lock in bros

  • @blockfundamentals
    @blockfundamentals18 күн бұрын

    Across is better then wormhole.

  • @alexNGMI
    @alexNGMI19 күн бұрын

    Unlimited TVL growth, no cap

  • @alexNGMI

    @alexNGMI

    19 күн бұрын

    33:01

  • @snorlaxzemu1432
    @snorlaxzemu143219 күн бұрын

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