Tempo Goes Live: Can Stripe’s Blockchain Own the Payment Rails? | Roundup

**Xavier** (0:00)
It's hard in the age of AI to just judge a project on its merits when it comes to tech, but it's very clear right now, at least for me, just hit mainnet today, but the tempo is tech at the moment, at least is the best in market.

**Mike** (0:13)
This episode is sponsored by Canton, the only public permissionless blockchain built for institutional finance. We'll hear more from Canton later in the episode. Blockworks Digital Asset Summit is back in New York, March 24th through 26th. We'll have top speakers from leading asset managers, financial institutions, DeFi protocols, crypto companies and policy makers all under one roof. Think BlackRock, Coinbase, Robinhood and more. Follow the link in today's show notes to buy tickets and make sure to use code Bell200 for $200 off at checkout. See you there. Hey everyone, quick disclaimer before we get into today's episode. Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and the views expressed by anyone on the show are solely our opinions, not financial advice. Our guests and I may hold positions in the companies, funds or projects discussed. All right, everyone, welcome back to another episode of Bell Curve. You got me, Zave Myles.

**Xavier** (1:10)
Fellows, welcome.

**Myles** (1:12)
Hello, everyone.

**Mike** (1:14)
Zave, you are not jet lagged. Just remember on this episode, you are not jet lagged.

**Xavier** (1:20)
I've touched down in Europe from Australia yesterday, and I'm recording this late evening European time, so I'm trying not to think about what time that is in Australia. So looking forward to this one.

**Mike** (1:30)
Do you know that sometimes your body just gets so confused if you move around enough, it's just like, screw it.

**Xavier** (1:35)
I do think so. I feel like when you travel a fair bit as well, there are some little tips and tricks you can get around and just the everyday excitement of being in a new location. And everyday excitement of being on another Bell Curve podcast.

**Mike** (1:49)
Well, the real excitement is coming in T-6 days out from DAS. I was just telling you guys, I mean, it's kind of interesting, a weird, everyone's got their own little look at the industry and they've got little sources of alpha and data points. I will say this is something we've been talking about on Twitter, but it's actually true. The institutional bull market thing is just very real. I mean, we've been hosting DAS since 2019
I've watched twice the attendance of DAS fall like 50% to 70% year over year in these bear market cycles. We have this whole preparation that we do. This is going to be the biggest DAS we've ever had in a real crypto bear market. And it just, I think this is a, you know, we opened things up last year. We talked about this divergence, and it just is continuously happening. And also it's just, it is funny for me to watch simultaneously what's going on with DAS and the energy and the excitement and the attention and like the names that are there this year is crazy. At the same time as we have this Vanity Fair article about being demanded to be taken seriously. And I don't even know what to make of it fully. It was just, you know, it's one of those data points that you just see these two things and it's like, okay, we're at the end of an era in the beginning of a new winter. No, that was my take.

**Myles** (3:08)
100%. At the same time, I did still see Far coin on the attendee list right above Federal Reserve of the United States, Fidelity.

**Mike** (3:22)
Well, we gotta have the good folks of Far coin represented, Myles.

**Myles** (3:26)
You have to, 100%.

**Mike** (3:28)
We don't need to go too fast.

**Myles** (3:30)
Shout out to whoever put that company in the attendee list. So yeah, we're still like, we're still weird. We're just, yeah, it's okay. It's a little bit more buttoned up and the tokens are still down. But the charts are up and to the right, including DAS's attendee list.

**Mike** (3:49)
I feel, I feel like, I feel pretty good about saying, I mean, not a trader, not a professional investor, ignore what I'm about to say, but it feels like my spidey sense is that there's a bottom in asset prices, even though I think there will be some amount of time to like, there's kind of a general momentum, new investment, you know, like sentiment thing that takes a while longer to turn around. I don't think we've turned the corner on that yet, but there's been, yeah, man, there are all these just signs of, yeah, people, like we're talking about a crypto, the family office of a prominent crypto founder who's taking crypto off of their, you know, it's like, hey, have you considered that that's probably the only thing you guys have edge in? You know, maybe, like, you know, I just, there are all these signs, I think, that, yeah.