{"podcast":{"title":"Bell Curve","slug":"bell-curve-5648950","podcast_index_feed_id":5648950,"rss_url":"https://feeds.megaphone.fm/bellcurve","website_url":"https://blockworks.co/podcasts/bellcurve/","image_url":"https://megaphone.imgix.net/podcasts/55710820-1f1c-11ed-8cf8-df4510de1bcf/image/79566b517cc547d9349028f6eab6ac06.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Blockworks","episode_count":352,"summary":"Bell Curve breaks down the most important themes in crypto for people who, like us, are confined to the middle of the bell curve. Each season explores a different thesis that we'll test and refine through debate with crypto's best. If you're a crypto native, degen or investooor, this podcast is for you. Subscribe on YouTube: https://bit.ly/3R1D1D9﻿ Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx","last_synced_at":"2026-06-06T02:20:17.736890+00:00","page_url":"https://stenobird.com/podcast/bell-curve-5648950"},"episode":{"title":"Circle’s Arc: Bull & Bear Cases | Roundup","slug":"circle-s-arc-bull-bear-cases-roundup","published_at":"2026-05-15T12:00:00+00:00","page_url":"https://stenobird.com/podcast/bell-curve-5648950/circle-s-arc-bull-bear-cases-roundup","show_page_url":"https://stenobird.com/podcast/bell-curve-5648950","url":"https://traffic.megaphone.fm/BWG6579838551.mp3","audio_url":"https://traffic.megaphone.fm/BWG6579838551.mp3","summary":"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 – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- 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 —-- 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","meta_description":"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-e…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3366,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/bell-curve-5648950/episodes/circle-s-arc-bull-bear-cases-roundup/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/bell-curve-5648950/circle-s-arc-bull-bear-cases-roundup.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}