2023 Predictions: zkEVM disappoints, L2s vs Multichain, Wallet Wars
It's here, our 2023 predictions episode! We debate if the market's bottomed, CeFi vs DeFi market share dynamics, L2s vs a multichain future, Bitcoin's new narrative, the Wallet Wars, MEV as the primary business model and more. Sit back, relax and get ready for the team to drop some knowledge. - - Timestamps Introduction (00:00) Have Markets Bottomed? (02:20) What Projects Gain/Lose Market Share? (17:18) zkEVMs Disappoint (23:51) The Multichain Future Debate (26:38) Bitcoin’s Future (37:25) Visa & Mastercard Will Double Down on Crypto (39:54) Ava labs (43:55) The Wallet Wars (45:10) MEV & Payment for Order Flow (53:30) The Rise of Guilds (59:00) Tech Disruption (01:01:59) NFTs Become a Core Business Strategy (01:14:04) - - Follow Vance: https://twitter.com/pythianism Follow Michael: https://twitter.com/im_manderson Follow Mike: https://twitter.com/MikeIppolito_ Follow Jason: https://twitter.com/JasonYanowitz Follow Bell Curve: https://twitter.com/thebellcurvepod Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH - - Core, from Ava Labs, is more than just a wallet. It’s a free, non-custodial browser extension that gives Avalanche users a more seamless and secure Web3 experience. Download Core today at https://www.core.app/ - - 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.