In this episode, Qiao and Imran from AllianceDAO joined us to discuss infrastructure exhaustion in crypto, the Fat App Thesis, and the cultural differences between blockchains. Additionally, we asked ourselves, is there a long term bull case for L1s? Where are the consumer app builders? Finally, we unpacked how TikTok has intersected with crypto, and how crypto can potentially solve the failing business model of traditional media.

Thanks for tuning in!

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Resources

Mason Nystrom - The Fat App Thesis: https://x.com/masonnystrom/status/1827026279964799043

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Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.

Namada is currently in its mainnet launch phase — follow along on namada.net

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Join us at Permissionless III. Use code BELL10 for a 10% discount: https://blockworks.co/event/permissionless-iii

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Follow Alliance: https://x.com/alliancedao

Follow Imran: https://x.com/lmrankhan

Follow Qiao: https://x.com/QwQiao

Follow Mike: https://x.com/MikeIppolito_

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

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Timestamps:

(0:00) Introduction

(1:56) Infrastructure Exhaustion in Crypto

(7:22) Relative Valuation Between Apps & Infrastructure

(14:48) The Fat App Thesis

(21:40) Is There A Long Term Bull Case for L1s?

(28:26) Where Are the Consumer App Builders?

(32:46) Namada Ad

(33:45) Cultural Differences Between Chains

(42:40) What Do Blockchains Effectively Enable?

(51:36) TikTok's Intersection With Crypto

(1:00:39) Can Crypto Save the Traditional Media Business Model?

(1:07:44) How Will Founders Change Over the Next 10 Years?

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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.

Finding Consumer Gems in Crypto | Qiao & Imran 01:13:51 Share

Bell Curve

Shownotes Transcript

Finding Consumer Gems in Crypto | Qiao & Imran