Circle’s Arc: Bull & Bear Cases | Roundup
Episode publishedPodcast: Bell CurveBell Curve
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I don't know why I I draw this analogy, and I don't know if we should be drawing analogies. But think about one of the biggest blockchains of all time. It it was Terra. And what did Terra have? Well, they had, like, a stablecoin, and then they had a settlement layer. And that hasn't really been done since Terra went to dust. And so I think the bull case is that they're the new Terra as a settlement layer with a really great stablecoin with liquidity and potentially foreign exchange as well, like Terra also tried. And that can be a massive outcome, I think, if they get it right.
Hey, everyone. Quick disclaimer before we get into today's episode. Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and the views expressed by anyone on the show are solely our opinions, not financial advice. Our guests and I may hold positions in the companies, funds, or projects discussed. Dave, where are you these days? I feel like you are you're you're like if you're seeing that movie Twister where they're, like, falling the tornadoes around, I feel like you're doing that with conferences at the moment.
I did, New York, Lisbon, SF, Miami, now back in Lisbon. So, it's been good. Then I'm off to London in a few days, so definitely hopping around the place, but, feeling good. I had a conversation with a few friends today in person in a coworking we have in Lisbon with crypto coworking. Yeah, I think, there's still some interesting people building cool stuff, which is always a positive when times can feel quite hard. So, yeah, it was great meeting some strong builders around the world, and I'm pretty bullish. Like, there's people doing very, very different things in crypto right now across many d
Which, which of those cities has been the most promising from a
Yeah. Look. I think, like, as you know, Mike, I guess, you know, we've developed our relationship, a lot for your times in New York over the years. I've Romantic. A lot
Yeah. Developed our relationship.
Be airing or not, but, that that was definitely the case. But yeah. I mean, like, New York's sick for different reasons. I mean, I think all of us have spent quite a bit of time there the last few years, but I just got the sense being in SF when I was there that, like, really, that's where it's at again. And I feel like more people were gonna realize this in the next few months. So I still love New York. There's nothing is ever gonna beat New York, but I think SF as a place for crypto people to spend time in, I think will become more important in in the next few years. And, yeah, it's it was c
Like, the experimental stuff versus, like, let's say, like, the stuff that's working, like payments, RWAs, is that also, like, are you seeing the best of that in The US, or is that like, my gut sense sometimes is, like, that might like, The US tends to, like, concentrate around, like, hot things that are already working, whereas you might find some, like, out there ideas from Europe. I well, it's an interesting question because there's always the occasional European team that has some
kind of wild idea, like research based PhD person, and I think that's always underrated. So there's definitely some of these people that still pop up in our pipeline, but I would say overall, there are some really cool teams building in The US right now, even across some pretty new out there ideas in crypto. I kind of think right now if you're still building in crypto, you're like a massive ideological person that, like, believes in crypto forever. So, like, you
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