Bell Curve

Hosted by Mike Ippolito, Bell Curve is for degens stuck in the middle of the bell curve.

Author: Blockworks

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
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Language: en

Genres: Business, Investing, Technology

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Why Crypto Still Struggles to Capture the Value It Creates | Roundup
Saturday, 10 January, 2026

In this episode, we trace how open-source software shaped crypto, why value capture remains hard beyond Layer 1s, how rollups and infrastructure borrowed the wrong mental models, and where AI is forcing a rethink of software business models, incentives, and trust. Enjoy!Thanks for tuning in! – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://x.com/MikeIppolito_ – 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/ —-- Timestamps (00:00) Introduction (01:49) The Evolution of Software and Open Source (08:13) Red Hat and Commercial Open Source Software (14:41) The Rise of Open Core Companies (19:21) Cloud Computing and Open Source Software (21:40) The Intersection of Open Source and Crypto (23:17) The Role of Layer 1s in Monetization (29:22) Layer 2s: Business Models and Challenges (55:30) AI’s Disruption of B2B SaaS and Open Source (01:04:41) Final Thoughts —-- 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, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.