This week, Mippo, Myles, and Xavier sat down to discuss Circle's new Arc L1. They cover Arc's competition with Ethereum, Tempo, and Canton, token-versus-equity tensions, fee-based value accrual, US crypto momentum, and more.

Thanks for tuning in!

Resources

Call your Senator: https://www.standwithcrypto.org/

Senate Banking Committee Passes CLARITY: https://x.com/BitcoinMagazine/status/2054968501861851383?s=20

Circle’s Arc: https://x.com/arc/status/2053852639943852178?s=20

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Follow Myles: https://x.com/MylesOneil

Follow Xavier: https://x.com/0xave

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Timestamps

(00:00) Introduction

(01:24) US Crypto Dominance

(07:30) Circle’s Arc L1

(15:34) Leveraging USDC’s Distribution

(21:14) Token vs Equity Tension

(29:54) Where Does Value Come From?

(40:50) Arc vs Tempo

(47:32) Arc & Circle’s Challenge

(50:35) Arc’s Sleeper Bull Case

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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