In today’s episode, the guys reflect on the previous 12 months and take a temperature check on where we’re at in the current cycle. We also discuss the latest use case for RWA on-chain lending, with the Patek Philipe NFT loan, the recent new feature releases from Coinbase, and the potential for bipartisan crypto support on The Hill. We finish up reviewing the current seed stage climate, the death of the AI hype, and more!

- -

Timestamps:

(00:00) Introduction

(01:01) SEC vs XRP Review

(09:33) Are We Experiencing a Sentiment Shift?

(12:50) RWA On-Chain Lending Use Case: Patak Philipe NFT Loan

(18:36) Current Investment Thesis

(20:31) Year In Review & Changing Narratives

(25:18) Coinbase News: L2 Base Launch & New Wallet-to-wallet Messaging

(28:42) Bipartisan Crypto Support?

(31:08) Future of Token/Equity Mix

(32:01) Arkham Self-Sabotage?

(33:05) Seed Stage Climate

(34:48) Is the Pivot to AI Dead?

- -

Follow Jason: https://twitter.com/JasonYanowitz

Follow Michael: https://twitter.com/im_manderson

Follow Vance: https://twitter.com/pythianism

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

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

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

--

Research, news, data, governance and models – now, all in one place. As a listener of Bell Curve, you can use code "BELLCURVE10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin:

https://blockworks.co/event/permissionless-2023

- -

Resources:

Coinbase: Introducing Base

https://www.coinbase.com/blog/introducing-base

Coinbase: Wallet Messaging

https://www.coinbase.com/blog/say-gm-with-messaging-on-coinbase-wallet

- -

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.

Is This An Inflection Point for Crypto? | Roundup 37:44 Share

Bell Curve

Shownotes Transcript

Is This An Inflection Point for Crypto? | Roundup