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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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This week, Mippo dives into current crypto market sentiment, bullish macro trends, potential 2026 market shifts, rising barriers to entry in crypto sectors, and consolidation among exchanges. He also unpacks Ribbit Capital’s thesis linking AI and crypto, Coinbase’s acquisition of Echo, and renewed optimism for U.S. crypto regulation through the CLARITY Act.
Thanks for tuning in!
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Resources
Bitcoin OI Drops: Forward Returns Analysis: https://x.com/valterebelo/status/1981356384894451752
Trump Pardons CZ: https://blockworks.co/news/trump-pardons-changpeng-zhao
Ribbit Capital: Token Letter: https://www.ribbitcap.com/knowledge
Coinbase Acquires Echo: https://blockworks.co/news/coinbase-acquires-echo
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Katana directs chain revenue back to DeFi users for consistently higher yields.
It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls.
Stop sleeping on your bags:
https://app.katana.network/?utm_source=BW-Pod
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Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps:
(0:00) Introduction
(0:48) Market Outlook
(3:40) How Will Markets Look in 2026?
(11:40) Katana Ad
(12:09) The Next Wave of Infrastructure
(13:37) The Token Revolution
(23:29) Katana Ad
(24:06) Coinbase Acquires Echo
(30:32) The CLARITY Act
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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.
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