In this week’s Roundup, the Bell Curve crew reunites after six weeks to break down the ongoing evolution of digital asset treasury (DAT) companies, the shifting stablecoin landscape with HyperLiquid’s USDH, the debut of Stripe-backed Tempo and the broader “corporate chain” debate, and much more.
Thanks for tuning in!
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Timestamps:
(0:00) We’re Back!
(1:48) Is the DAT Trade Over?
(9:44) Token Launch Experimentation
(11:33) Generating Real Yield
(15:10) Solana DATs
(17:42) Katana Ad
(18:11) Rebuilding Around Stablecoins
(21:08) Why Are We Tokenizing?
(22:24) Hyperliquid & USDH
(30:56) Regulation & Market Structure
(33:46) Katana Ad
(34:23) Where Are We in the Cycles?
(36:40) Compliance & Regulatory Clarity
(41:03) Crypto’s (d)Evolution
(44:45) Tempo & Corporate Chains
(59:39) Spiritual Bear Market?
(1:01:15) The World is Weird
(1:03:35) AI Bubble
(1:05:49) Base Teasing Token Launch
(1:08:13) Rate Cuts & DeFi Supercycle
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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, and our guests may hold positions in the companies, funds, or projects discussed.