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Description

This week, Mippo, Myles, and Xavier sat down to discuss crypto’s massive selloff, divergence from equities, and the impact of large liquidations. They compare prior cycles, debate product-market fit versus token-led speculation, and discuss shifting focus toward stablecoins, prediction markets, RWAs, AI and crypto, and tougher VC funding standards.

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Timestamps

(00:00) Introduction

(03:57) Crypto’s Divergence

(19:31) The Bear Market

(25:05) Canton Ad

(25:44) Comparing Cycles

(39:22) Canton Ad

(39:59) Market Consolidation

(45:31) Closing Comments

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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, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.