Is Crypto Ready for the Big Leagues? | Roundup
Episode publishedPodcast: Bell CurveBell Curve
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Vance: Yeah. I mean, orthogonal to Ethe, it's like, you know, Ethe is the, ETH, you know, kind of supply overhang. Mt. Gox is the DTC overhang. I think, like, to get to the mainstream, all these assets are gonna have to deal with these large unlocks.
And I think, you know, BlackRock was out today saying, that there won't be another crypto ETF for, you know, a long time. I don't know what that means. Maybe, like, a year or 2. But, you know, Solana's gonna have to deal with this too with the 41,000,000 tokens that were unlocked from the FTX to say, which is probably more like 50,000,000 today, just given the staking yield. So, like, every single asset need needs to deal with their supply overhang.
It's just not worth a ton of intellectual effort to try to decode where things are today in terms of where they're gonna be in the future.
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Mike: Alright, everyone. Welcome back to another episode of BellCurve. Curve. Before we jump in, quick disclaimer. The views expressed by my cohost today are their personal views, and they do not represent the views of any organization with which the co hosts are associated with.
Nothing in the episode is construed or relied upon as financial, technical, tax, legal, or other advice. You know the deal. Now let's jump into the episode.
Michael: Alright, everyone. Welcome back to another, roundup episode of Bell Curve. You got Michael's 1 and 2. Vance, how you fellas doing?
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