Institutionalizing Crypto & The Return of the Bull Market | Roundup

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11/10/23 • 59 min

In this week's roundup, the Michael power duo from the Bell Curve podcast team dive into the recent market rally and explore its implications in crypto including debt proceedings and VC appetite. They explore the Ethereum ETF approval potentially becoming a reality and the controversy surrounding Wintermute’s CEO Evgeny Gaevoy and the Near Foundation. To close out they discuss the future developments to look out for in the crypto, including the potential rise of alternative L1s and newer narratives. Thanks for watching!

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

Use the link below to learn more, and use BELL20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

https://blockworks.co/event/digital-asset-summit-2024-london/home

Timestamps:

(0:00) Introduction

(2:01) Are We Back?

(8:28) Token Prices Impacting Bankruptcy Proceedings

(10:31) An FTX Restart?

(20:11) Cycle Change Indicators?

(24:42) Institutionalizing Crypto

(35:23) DAS London Ad

(36:32) Bitcoin Hashrate Lag

(42:30) Near Foundation & Aurora Accusations

(48:44) End Game of Blockchain Stacks

Resources

Wintermute CEO Accuses Near

https://blockworks.co/news/wintermute-ceo-accused-near-foundation-of-failing-to-redeem-stablecoins

BlackRock ETF Proposal

https://blockworks.co/news/blackrock-ishares-ether-etf

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.

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

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

Subscribe to Bell Curve on YouTube: https://bit.ly/3R1D1D9

Subscribe to Bell Curve on Apple: https://apple.co/3pQTfmD

Subscribe to Bell Curve on Spotify: https://spoti.fi/3cpKZXH

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

Use the link below to learn more, and use BELL20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

https://blockworks.co/event/digital-asset-summit-2024-london/home

Timestamps:

(0:00) Introduction

(2:01) Are We Back?

(8:28) Token Prices Impacting Bankruptcy Proceedings

(10:31) An FTX Restart?

(20:11) Cycle Change Indicators?

(24:42) Institutionalizing Crypto

(35:23) DAS London Ad

(36:32) Bitcoin Hashrate Lag

(42:30) Near Foundation & Aurora Accusations

(48:44) End Game of Blockchain Stacks

Resources

Wintermute CEO Accuses Near

https://blockworks.co/news/wintermute-ceo-accused-near-foundation-of-failing-to-redeem-stablecoins

BlackRock ETF Proposal

https://blockworks.co/news/blackrock-ishares-ether-etf

Previous Episode

Return Of The Bull Market | 1000x

Follow 1000x On Spotify: https://spoti.fi/45htDli

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In today's episode of 1000x Jonah and Avi discuss the return of the crypto bull market as positive sentiment about a Bitcoin ETF spurs a massive rally in Solana.

We also debrief on the episode with Anatoly, walk through how to find the best opportunities as a trader & how to navigate technical trades vs a fundamental investment thesis. To hear all this & more, you'll have to tune in!

Follow Avi: https://twitter.com/AviFelman

Follow Jonah: https://twitter.com/jvb_xyz

Follow 1000x: https://twitter.com/1000xPod

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Referenced In The Show:

Solana's End Game with Anatoly Yakovenko: apple.co/3QuF7NZ

Fake bitcoin ETF report triggers price jump to $30k, $100M wave of liquidations: https://blockworks.co/news/bitcoin-etf-report-price-jump

Timestamps:

(0:00) Introduction

(1:06) The Solana Debrief

(8:32) Applications In Crypto

(12:51) Bitcoin's Move To $35,000, Catalyst For A Crypto Rally

(20:04) The Setup For A Bitcoin Bull Market

(25:57) Technical vs Fundamental Trading

(32:16) Opportunities In Crypto

Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

Next Episode

How to Trade This Solana Rally | Joe McCann

In this episode of Empire, Joe McCann, founder of Asymmetric, shares why he believes Solana offers unique technical architecture that enables new types of web3 applications not possible on Ethereum. He explains why he thinks Solana's scalability offers a better developer experience compared to building on Ethereum L2s. McCann dives into macro trends, analyzing market flows to evaluate if the recent market move has legs. To close out he evaluates risks to his Solana thesis. We hope you enjoy!

Follow Joe: https://twitter.com/joemccann

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

Follow Santiago: https://twitter.com/santiagoroel

Follow Empire: https://twitter.com/theempirepod

Subscribe on YouTube: https://tinyurl.com/4fdhhb2j

Subscribe on Apple: https://tinyurl.com/mv4frfv7

Subscribe on Spotify: https://tinyurl.com/wbaypprw

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

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Timestamps:

(00:00) Intellectual Convexity

(10:16) Identifying Institutions & Jurisdictions of Interest

(15:53) Bull Environment is Here?

(20:46) The Solana Thesis

(30:39) Bonk VS Solana Thesis

(33:07) DAS 2024

(34:22) TOKU ad

(35:35) Managing Risks & Taking Profit

(46:46) Solana Investment

(51:03) Factoring in Macro

(56:41) Event vs Fundamental Driven Trades

(01:03:51) Why L2s Won't Work

(01:15:49) What Could Derail Solana?

(01:22:06) Exciting Solana Applications

Resources

Asymmetric

https://asymmetric.financial/

Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.