Bell Curve

This week, Michael and Vance sat down to discuss the state of the market, private-versus-public valuation gaps in AI and venture markets, a proposal to convert the Across token to equity, Strategy’s STRC product, potential crypto recovery narratives, and the role of bitcoin miners in AI data center infrastructure.

Enjoy!

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Timestamps

(00:00) Introduction

(01:01) Market Outlook

(24:12) The Across Token to Equity Proposal

(27:20) Strategy’s STRC

(35:10) Positive Narratives For Crypto

(38:54) Data Centers & Bitcoin Mining

(48:10) Closing Comments

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Disclaimer: Nothing said on Oneshot 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. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Mippo, Myles, and Xavier sat down to discuss Hyperliquid’s rapid growth, competitive advantages, what the team did right, and potential bull and bear cases for Hyperliquid’s long-term outlook.

Thanks for tuning in!

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The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables real-time, secure synchronization and settlement across asset classes on a shared, interoperable infrastructure. It’s the link between the promise of blockchain and the power of global finance, making finance flow as it should. 

Learn more about the Canton Network here: https://www.canton.network/?utm_source=podcast&utm_medium=shownotes&utm_campaign=cantonprivacy&utm_id=blockworks

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Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code BELL200 to get $200 off your ticket! See you there!

Tickets: https://blockworks.co/event/digital-asset-summit-nyc-2026

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Follow Myles: https://x.com/MylesOneil

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

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Timestamps

(00:00) Introduction

(05:14) The Across Token to Equity Proposal

(14:15) Canton Ad

(14:48) What Has Hyperliquid Done Right?

(40:51) Canton Ad

(41:28) Hyperliquid’s Bull Case

(50:21) Hyperliquid’s Bear Case

(55:48) The Everything Exchange

(01:03:04) Closing Predictions

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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.

This week, we’re joined by Sid Powell and Theo Golden to discuss TradFi’s integration of DeFi, tokenization structures, RWA adoption, liquidity constraints, and how incumbents and DeFi-native firms may converge.

Thanks for tuning in!

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The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables real-time, secure synchronization and settlement across asset classes on a shared, interoperable infrastructure. It’s the link between the promise of blockchain and the power of global finance, making finance flow as it should. 

Learn more about the Canton Network here: https://www.canton.network/?utm_source=podcast&utm_medium=shownotes&utm_campaign=cantonprivacy&utm_id=blockworks

--

Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code BELL200 to get $200 off your ticket! See you there!

Tickets: https://blockworks.co/event/digital-asset-summit-nyc-2026

–

Follow Sid: https://x.com/syrupsid

Follow Theo: https://x.com/TFGolden

Follow Mike: https://twitter.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 

(00:00) Introduction

(03:12) TradFi’s Integration of Crypto Rails

(09:31) The Tokenization Unlock

(17:21) Canton Ad

(18:00) The Yield Market Today

(39:04) Canton Ad

(39:41) Bringing RWA’s Onchain

(58:11) 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.

This week, Michael and Vance sat down with Jito Labs’ CLO Rebecca Rettig to discuss the status of the CLARITY market structure bill, including congressional negotiations, committee roles, and the debate over stablecoin yield. They also cover regulatory dynamics, potential SEC and CFTC rulemakings, stablecoin oversight, implications for DeFi, and how the industry may evolve with or without new legislation.

Thanks for tuning in!

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Follow Rebecca: https://x.com/RebeccaRettig1

Follow Oneshot: https://x.com/OneshotPodBW

Follow Framework Ventures: https://x.com/hiFramework

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

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

Subscribe on YouTube: http://bit.ly/4aytFti

Subscribe on Apple: https://bit.ly/4aJwHen

Subscribe on Spotify: https://bit.ly/4rZkkSt

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Timestamps

(00:00) Introduction

(02:12) Updates on CLARITY

(06:59) Role of Committees & White House

(11:11) The Yield Question

(27:33) The Rulemaking Process

(42:27) What Happens If CLARITY Passes?

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Disclaimer: Nothing said on Oneshot 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. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Mippo, Myles, and Xavier sat down to discuss diverging institutional and crypto-native sentiment, exchange innovation, and how founder archetypes are shifting toward operators, and product-led builders. They also cover AI’s impact on execution and evolving crypto venture dynamics, fund sizing, and distribution-led value add.

Thanks for tuning in!

—

The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables real-time, secure synchronization and settlement across asset classes on a shared, interoperable infrastructure. It’s the link between the promise of blockchain and the power of global finance, making finance flow as it should. 

Learn more about the Canton Network here: https://www.canton.network/?utm_source=podcast&utm_medium=shownotes&utm_campaign=cantonprivacy&utm_id=blockworks

--

Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code BELL200 to get $200 off your ticket! See you there!

Tickets: https://blockworks.co/event/digital-asset-summit-nyc-2026

–

Follow Myles: https://x.com/MylesOneil

Follow Xavier: https://x.com/0xave

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

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

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

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

—-

Timestamps

(00:00) Introduction

(03:25) Crypto Founder & investor Change Up

(15:53) Canton Ad

(16:32) Founder Archetypes

(38:34) Canton Ad

(39:11) Crypto’s Talent Pool

(43:29) Crypto Venture Today

(1:07:18) 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.