What happens when crypto finally grows up?
This week, we look ahead to where crypto is headed over the next one and five years as regulation, institutions, and infrastructure reshape the industry.
We explore consolidation, corporate chains, brokerages, AI agents, and where value may ultimately accrue across crypto's evolving stack.
Thanks for tuning in!
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Timestamps
00:00 Intro
02:37 The Final Bell Curve
05:49 Where Crypto Value Will Accrue
10:19 How AI Agents Reshape Crypto
15:19 Finance As Crypto’s Core Use
22:36 Brokerages Controlling Crypto?
29:13 Crypto Overbuilt Infrastructure
35:14 Will Corporate Chains Last?
40:05 Crypto's Regulatory Cycle
46:31 Crypto’s Netflix Moment
49:21 What Should Solana Become?
58:53 Crypto’s Broken Token Economy
01:02:19 Final Thoughts
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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.
