The Blockcrunch Podcast: Recent Episodes
Jason Choi
The crypto native's podcast for DeFi, NFTs, and Web 3. .
Jason Choi (@mrjasonchoi), full-time crypto investor since 2018, goes deep into the technology and economics behind crypto projects to dissect trends and themes in a global context.
Nothing on this show is financial advice. Blockcrunch and its personnel may hold positions in assets discussed on the show.
Today Jason explains why now is the end for The Blockcrunch Podcast.
In this episode: - Jason & Blockcrunch’s early days - Why the show is stopping - What’s next Thank you to you all. As fans of the show, we appreciate every view, listen, comment, like or any other interaction you have had with the show to help us grow and expand our reach. We've enjoyed every moment and hope you have too.
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(00:00) introduction
(00:56) Jason & Blockcrunch’s early days
(05:11) Why is the show stopping?
(10:51) What’s next?
(12:40) Outro
--
Twitter accounts:
Jason Choi: https://twitter.com/mrjasonchoi
Blockcrunch: https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is exploring all things DeSci. In this episode Jason is joined by BIO Protocol's CEO & Co-founder Paul Kohlhaas, as well as VitaDAO's Co-lead Alex Mukhin.
In this episode we discuss:
- What exactly is DeSci?
- What is VitaDAO?
- How is VitaDAO set to increase human longevity
- How does crypto solve medical research?
- Medical investment incentives
- What is VITA-FAST?
- How is development enforced
- What are the traditional medical investment dynamics?
- Is DeSci a hype cycle?
- What is pump.science & $RIF?
- DeSci's roadmap
And much more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(00:00) Introduction
(02:28) What is DeSci?
(03:35) Paul’s background
(07:27) VitaDAO user experience
(09:34) VitaDAO’s use case
(12:17) How does crypto solve medical research?
(16:44) VitaDAO demographic
(19:50) Investment incentives
(24:09) VITA-FAST
(27:05) Development enforcement
(32:14) Traditional medical investment dynamics
(35:07) Is DeSci a hype cycle?
(40:08) What is pump.science & $RIF?
(45:22) DeSci roadmap
(49:35) Outro
--
Twitter accounts:
Jason Choi: https://twitter.com/mrjasonchoi
Alex Mukhin: https://x.com/alex__mcl
Paul Kohlhaas: https://x.com/paulkhls
Blockcrunch: https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason and Sanat are back with another Roundtable! This time they’re discussing the memecoin hype and constant need for new narratives.
In this episode we discuss:
- pump.fun live streaming feature
- Crypto cycles, market buyers, & onchain retail onboarding
- Cycle swings: utility vs memes
- Retail onboarding responsibilities
- The “narratives” wars
- Market flows: token supply
- The high float/high FDV debate continues...
- pump.fun winners, DeSci
- ai16z/Eliza
And much more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(00:00) Introduction
(01:06) pump.fun live streaming feature
(07:40) Crypto cycles, market buyers: onchain retail onboarding
(13:58) Cycle swings: utility vs memes
(18:40) Retail onboarding responsibilities
(22:54) “narratives”
(25:08) Market flows: token supply
(33:07) The high float/high FDV debate continues...
(39:59) pump.fun winners, DeSci
(46:20) ai16z/Eliza
(48:29) Degeneracy leading to good
(49:05) Outro
--
Twitter accounts:
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter: https://x.com/kapursanat
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is joined by Imran Khan, Core Contributor at Alliance, the leading crypto accelerator.
In this episode we discuss:
- Alliance’s early days - What to focus on with your App - Speculation vs skeuomorphic - Tips for Founders - Focusing on small problems first - Where to build: market research - Measuring success - Is chain focus important - Chain ideologies as pain point - Sustainable token offerings - Founder likability importance
And much more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(00:00) Introduction
(04:00) Alliance’s early days
(07:11) App focus
(13:33) Speculation vs skeuomorphic
(15:20) Tips for Founder
(19:23) Focusing on small problems first
(23:52) Where to build: market research
(26:23) Measuring success
(33:28) Is chain focus important
(39:37) Chain ideologies as pain point
(40:48) Sustainable token offerings
(48:50) Founder likability importance
(50:46) Outro
--
Imran’s Breakpoint 2024 talk: https://www.youtube.com/watch?v=o5J7tX492uE
--
Twitter accounts:
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Imran Khan's Twitter: https://x.com/lmrankhan
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personn
Today Jason is joined by Taiki Maeda, Founder of HFA Research to discuss AI crypto agents, with a deep dive on Terminal of Truths and $GOAT. In this episode we discuss:
- Terminal of Truths, Infinite Backrooms, $GOAT - Finding $GOAT - Terminal of Truths wallet/$GOAT ownership - Are AI memecoins the Loot of this cycle? - Why $GOAT is different - Proof-of-AI - LUNA AI agent, GNON, + more - Milady/GNON analogy + liquid investing - VC FOMO & AI agent utility vs narrative - Cycle analogies - Taiki’s Alex Good interview: Rise of $GOAT
And much more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(00:00) Introduction (04:48) Terminal of Truth, Infinite Backrooms, $GOAT (08:22) Finding $GOAT (10:06) Terminal of Truth wallet/$GOAT ownership (14:58) Are AI memecoins the Loot of this cycle? (19:39) Why $GOAT is different (23:55) Proof-of-AI (28:51) LUNA AI agent, GNON, + more (32:43) Milady/GNON analogy + liquid investing (40:26) VC FOMO & AI agent utility vs narrative (43:53) Cycle analogies (46:26) Taiki’s Alex Good interview: Rise of $GOAT (48:49) Outro
--
Twitter accounts:
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Sanat Kapur's Twitter: https://x.com/kapursanat
Taiki Maeda's Twitter: https://x.com/TaikiMaeda2
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personn
Today Jason is joined by Memecoin analyst Murad Mahmudov to discuss all things memecoins, including:
- Sound money vs meme coins
- Horseshoe theory: ideology exports
- Product vs price attention
- Memecoin nihilism
- Billion dollar market cap meme coins: blue chips
- Memcoin founder profile
- Celebrity coins/memecoins
- Murad’s memecoin selection
And much more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(00:00) Introduction
(08:45) Sound money vs meme coins
(19:00) Horseshoe theory: ideology exports
(25:10) Product vs price attention
(33:48) Memecoin nihilism
(46:30) Billion dollar market cap meme coins: blue chips
(52:03) Memcoin founder profile
(53:58) Celebrity coins/memecoins
(56:30) Murad’s memecoin selection
(57:51) Outro
--
Partner message:
Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.
Find out more at https://aptosfoundation.org/
--
Twitter accounts:
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Murad Mahmudov's Twitter: https://x.com/MustStopMurad
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Welcome to 'On a Tangent' episode 3 , a special segment of Blockcrunch!
Jason and Darryl, prop investors at Tangent, sit down with Multicoin Capital Managing Partner Kyle Samani to discuss:
- Kyle's Breakpoint takeaways
- Solana thesis
- Why SOL will flip ETH
- Kyle's biggest investment losses
- Investing time horizons
And much, much more
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
Timestamps:
(00:00) Introduction
(03:10) Kyle’s Breakpoint review
(09:25) Solana thesis
(12:21) “Solana will flip Ethereum”
(24:08) Network extensions
(30:04) Competing with Ethereum
(34:29) Kyle’s biggest investment loss
(39:21) L1 bets
(44:21) Market timing/time horizons
(1:05:33) DePIN (1:07:54) Outro
--
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Darryl Wang's Twitter:
https://x.com/0xWangarian
Kyle Samani's Twitter:
https://x.com/KyleSamani
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
--
Partner message:
Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.
Find out more at https://aptosfoundation.org/
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is joined by GEODNET Project Creator, Mike Horton to discuss the fast evolving DePIN industry. In this episode Mike shares:
-
How and why they launched GEODNET
-
GPS refinement challenges & blockchain solutions
-
GEODNET node operators
-
GEODNET customer-profile
-
DePIN unit economics
-
Centralized vs decentralised geo-spatial solutions
-
Partnerships
-
Why they built on Polygon
-
Upcoming developments
-
And much more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(00:00) Introduction
(04:36) GEODNET solutions
(08:44) Navigation problem solving
(10:48) GPS refinement challenges & blockchain solutions
(13:20) GEODNET node operators
(16:14) Onchain components
(20:04) GEODNET customer-profile
(23:20) Developing decentralization plans
(29:05) DePIN unit economics
(31:51) Centralized vs decentralised geo-spatial solutions
(34:34) Partnerships
(37:56) Building on Polygon/reviewing chains
(39:45) Upcoming developments
(41:34) Outro
--
Episode links:
https://geodnet.com/
https://www.youtube.com/@GEODNET
https://x.com/GEODNET_
--
Partner message:
Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.
Find out more at https://aptosfoundation.org/
--
Twitter accounts:
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Mike Horton's Twitter: https://x.com/mikeahorton
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason and Sanat sit down to share their takeaways from Token2049 and more! In this episode they discuss:
-
Firedancer
-
zkTLS
-
SocialFi
-
Crypto xAI
-
DePIN
-
Traders' sentiment
-
Hyperliquid
-
And much more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(00:00) Introduction
(06:48) Firedancer announcement
(12:14) Token2049 curation review
(18:22) What Ethereum needs
(20:52) Memecoins/KOL awards
(25:31) VC’s current outlook
(29:53) zkTLS
(34:09) SocialFi
(34:39) Crypto xAI
(40:36) DePIN
(42:48) Traders' sentiment
(45:28) Hyperliquid
(52:07) Token2049 community highlight
(53:10) Outro
--
Partner message:
Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.
Find out more at https://aptosfoundation.org/
--
Twitter accounts:
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Sanat Kapur's Twitter: https://x.com/kapursanat
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is joined by MegaETH's Co-Founder, Shuyao Kong to discuss:
-
The L1 Endgame
-
Compatibility tradeoffs
-
Increased throughput tradeoffs: TPS
-
Centralized risks
-
Competing with Solana
-
Ethereum’s L2 ethos
-
MegaETH's Developer-acquisition strategy
-
Blockchain community/culture creation
-
L1’s opportunity to outcompete Solana
-
And much more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(00:00) Introduction
(03:58) L1 Endgame
(09:00) L1 investing metrics
(13:10) Compatibility tradeoffs
(15:48) Increased throughput tradeoffs: TPS
(21:45) Centralized risks
(25:01) Full nodes
(31:08) Competing with Solana
(34:39) Ethereum’s L2 ethos
(39:29) Sui MOVE language
(41:52) MegaETH: Developer-acquisition strategy
(47:47) AWS with blockchain scaffolding
(50:26) Blockchain community/culture creation
(58:34) L1’s opportunity to outcompete Solana
(1:03:11) Outro
--
Partner message:
Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.
Find out more at https://aptosfoundation.org/
--
Twitter accounts:
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Shuyao Kong's Twitter: https://x.com/hotpot_dao
Sanat Kapur's Twitter: https://x.com/kapursanat
MegaETH's Twitter: https://x.com/megaeth_labs
MegaETH's website: https://megaeth.systems/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is joined by Spectral's Co-Founder & CEO, Sishir Varghese to discuss the Onchain Agent Economy and the future of machine intelligence networks aiding autonomous onchain agents . In this episode they discuss:
- AI/LLM integration abstractions
- Revenue-generating agents
- Competitive market dynamics: The Agent App Store
- Agent transparency
- A live Spectral demo!
- Agent-to-agent communication
- And much more!
Episode article links:
- https://vitalik.eth.limo/general/2024/01/30/cryptoai.html
- https://goodalexander.com/posts/agenticprotocols/
- https://www.spectrallabs.xyz/whitepaper
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(00:00) Introduction
(05:17) On-chain agents
(11:01) AI/LLM integration abstractions
(14:28) Vitalik’s take on AI x Crypto
(17:58) Spectral’s infra-chain
(20:49) Revenue-generating agents
(23:21) Competitive market dynamics: agent App Store
(26:28) Agent verification
(29:09) Agent transparency
(32:36) Spectral Demo
(37:42) Agent moats
(40:04) Security parameters
(41:46) Agents/protocols
(43:36) Agent-to-agent communication
(45:30) Outro
--
Partner message:
Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.
Find out more at https://aptosfoundation.org/
--
Twitter accounts:
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Sishir Varghese's Twitter: https://x.com/__sishir
Spectral's Twitter: https://x.com/Spectral_Labs
Spectral's website: https://www.spectrallabs.xyz/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
We're back with another Roundtable episode! Today Jason and Sanat discuss:
- Apps: the changing user onboarding landscape
- App vs Infra investment flows
- Fee taking business model vs token value accrual
- Regulation: incentive alignment
- And much more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(00:00) Introduction
(04:56) 2017 user onboarding motives vs today
(07:12) App vs Infra
(18:16) Market’s Infra preferences
(25:53) Fee taking vs token value accrual
(31:19) Regulation: incentive alignment
(34:21) User retention
(41:02) Infra differentiations
(43:55) Impacts of opaque regulation
(45:55) App x AI use cases
(46:53) Investment landscape
(49:48) Outro
--
Links: Galaxy article: https://www.galaxy.com/insights/research/crypto-and-blockchain-venture-capital-q2-2024/
--
Partner message:
Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.
Find out more at https://aptosfoundation.org/
--
Twitter accounts:
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Sanat Kapur's Twitter: https://x.com/kapursanat
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is joined by Prodia Co-Founder & CEO, Shawn Wilkinson to discuss the future of AI x Crypto and decentralized compute. In this episode they discuss:
- The foundations for Prodia
- Why now is the time for DePIN
- Decentralized node use-cases
- Training vs decentralization
- Web3 compute network scepticisms
- Will Prodia launch a token?
- And much more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(00:00) Introduction
(07:57) Why DePIN?
(15:10) Economies of scale/cost efficiencies
(19:53) Aggregating supply/matching demand
(20:48) Decentralized node use-cases
(25:00) Training vs decentralization
(29:48) Power of cold outreach/market dynamics
(30:46) Web3 compute network scepticisms
(41:37) Miner business models
(46:11) Prodia token
(48:30) Why decentralized compute networks
(55:00) Outro
--
Partner message:
Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.
Find out more at https://aptosfoundation.org/
--
Twitter accounts:
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Shawn Wilkonson's Twitter: https://x.com/super3
Prodia's Twitter: https://x.com/prodialabs
Prodia's website: https://prodia.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Welcome to 'On a Tangent' episode 2 , a special segment of Blockcrunch!
Jason and Darryl, prop investors at Tangent, sit down to discuss:
- H1 2024 review
- How to develop edge as an investor
- Bull/bear inflection analysis
- How to conduct conviction reviews
- ETH ETF post-launch
- Verticals
- Jason & Darryl's early days in crypto
And much, much more
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
--
Timestamps:
(01:14) Introduction
(03:04) Tangent: H1 2024 review
(05:24) Developing edge as an investor
(14:42) Bull/Bear inflections
(31:37) Reassessing convictions
(34:27) ETH ETF review
(37:42) Cycle patterns
(43:05) Verticals
(46:00) Crypto x AI
(53:51) Jason & Darryl’s start in crypto
(56:30) Diversification vs concentration
(59:43) Outro
--
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Darryl Wang's Twitter:
https://x.com/0xWangarian
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is joined by NEAR Protocol Co-Founder, Illia Polosukhin to discuss the future of AI and blockchain technology. In this episode they discuss:
- The early days of NEAR
- AI x Crypto verticals
- User-AI
- NEAR's AI R&D lab
- Why NEAR is well positioned for AI x Crypto
- And much more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Timestamps:
(00:00) Introduction
(12:00) NEAR Protocol early days
(16:06) Crypto/AI verticals
(22:27) User-AI is NEAR & AI concerns
(29:58) User-owned AI business model
(34:40) NEAR AI R&D lab
(41:58) Chain abstraction
(46:15) Why is NEAR positioned for AI?
(49:27) NEAR’s H2 2024 roadmap
(52:20) Outro
--
Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation
Find out more at https://investors.yieldguild.io/
--
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Illia Polosukhin's Twitter:
https://twitter.com/kapursanat
NEAR Protocol's Twitter: https://x.com/NEARProtocol
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
YGG Twitter:
https://x.com/YieldGuild
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Welcome to 'On a Tangent' episode 1 , a special segment of Blockcrunch!
Jason and Darryl, the co-founders of prop crypto fund Tangent, sit down to discuss:
-
How Tangent began
-
Tangent’s investment strategies that led to top percentile returns since inception
-
Biggest wins and losses
-
Trading vs venture investing
-
How to succeed as an Analyst
And much, much more
Host: Jason Choi @mrjasonchoi . Not financial advice.
--
Timestamps:
(00:00) Introduction
(01:19) What is Tangent Ventures?
(08:22) What is an ‘evergreen fund’
(10:09) Angel, Venture, LP, and Liquid investing
(10:00) Employee-owned
(13:59) Crypto investment categories
(16:00) NFT investing strategy
(18:30) Coordination networks
(21:02) Tangent’s thesis categorization
(21:54) Tangent’s big wins
(27:10) Trading vs venture execution
(29:49) Stacks: Bitcoin L2 & Ronin: Web3 Gaming
(35:38) ETH/BTC
(40:46) Investing mistakes
(47:15) Investment process & team structure
(1:03:03) ETH ETF implications
(1:10:15) BTC thesis
(1:14:19) Arweave thesis
(1:21:20) Q&A
(1:31:34) Darryl’s biggest lose in crypto
(1:33:27) Succeeding as an Analyst
(1:38:20) Continuing to learn
(1:43:12) Outro
--
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Darryl Wang's Twitter:
https://x.com/0xWangarian
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
--
Blockcrunch VIP:
https://blockcrunch.substack.com/
--
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason and Sanat sit down to discuss bear markets. Jason kicks things off with an explaination of his bear market framework. The two then review token creation vs token value in the current cycle, defining a 'bear market', as well as investment time horizons. Jason and Sanat also review the Major svs Alts climate, how to weather down cycles, as well as sharing bear market horror stories. The two close with a discussion around bull cycle signals and how to assess a possible re-entry—enjoy!
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00) Introduction
(05:12) Jason’s bear market framework
(13:16) Token creation vs token value
(14:48) ‘Bear market’ definition
(23:53) Time horizons
(31:52) pump.fun
(33:19) Majors vs alts
(41:48) Short vs longterm convictions
(42:26) Bear market stories
(44:10) Weathering down cycles
(48:33) Bull signals
(50:34) When to re-enter
(55:02) Outro
Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation
Find out more at https://investors.yieldguild.io/
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter:
https://twitter.com/kapursanat
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
YGG Twitter:
https://x.com/YieldGuild
Blockcrunch VIP:
https://blockcrunch.substack.com/
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is joined by Arch Network CEO, Matt Mudano and CTO Amine ElQaraoui to discuss Bitcoin programmability. Matt and Amine kick things off by explaining why building on Bitcoin makes sense, how Ordinals were the catalyst, and the possibilities of Bitcoin programmability. The conversation then turns to multisig security assumptions on Bitcoin, BitVM, and the dApp endgame. The two then provide a deep dive on what Arch Network is, the challenges they've overcome, as well as their future roadmap. The discussion also touches on programmability unlocks, cost vs security, and much more—enjoy!
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00) Introduction
(02:29) Why build on Bitcoin?
(07:38) Ordinals as a catalyst
(10:21) Bitcoin L2 programmability possibilities
(13:27) L2 multisig security assumptions
(15:34) BitVM
(16:21) Ethereum vs Bitcoin dApp endgame
(18:46) Arch Network challenges
(20:21) What is Arch Network?
(24:46) Pain ponts of bridging
(28:10) Bitcoin programmability unlocks
(30:54) Cost vs Security
(32:45) Future of Bitcoin dApp ecosystem
(38:09) Arch Network roadmap
(42:54) Outro
Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation
Find out more at https://investors.yieldguild.io/
Twitter accounts:
Jason:
https://x.com/mrjasonchoi
Matt:
https://x.com/proofofmud
Amine:
https://x.com/amine_elqaraoui
Blockcrunch:
https://twitter.com/theBlockcrunch
YGG Twitter:
https://x.com/YieldGuild
—
Blockcrunch VIP:
https://blockcrunch.substack.com/
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason and Sanat breakdown the ETH ETF approval news. They discuss the custody unlocks thanks to the ETF, what price activity might look like as a result of inflows, the implications for Lido, NFT's, and EigenLayer. As well as wider ramifications on L2s and what this could mean for memecoins. The two then discuss the slow down in activity on Ethereum's L1 and much more—enjoy!
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00) Introduction
(04:01) ETH ETF approval
(10:14) Custody unlocks & inflow price impacts
(19:24) Lido implications
(26:07) NFTs as beneficiaries of ETH price appreciation
(31:14) EigenLayer as beneficiary of ETH price appreciation
(37:04) L2 impacts
(42:23) Memecoin impacts
(46:28) Building on ETH L1
(49:10) 0-1 projects
(50:04) Outro
Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation
Find out more at https://investors.yieldguild.io/
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter:
https://twitter.com/kapursanat
YGG Twitter:
https://x.com/YieldGuild
Blockcrunch VIP:
https://blockcrunch.substack.com/
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
In today's episode Jason sits down with Yield Guild Games Co-Founder Gabby Dizon! Gabby discusses YGG's origin story, the future of P2E, and scholarships. As well as how YGG reviews the Web3 gaming landscape, Gabby's lessons from his days in Web2 gaming, plus Gabby shares his top up and coming Web3 games! To finish, Jason and Gabby discuss the Guild Protocol, quest elements and upcoming integrations for YGG, future verticals, and much more—enjoy!
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00) Introduction
(03:20) YGG origin
(08:06) Play-to-earn and scholarships
(10:13) Guild success
(12:32) Gaming ecosystem analysis
(17:19) Lessons learned from Web2
(20:13) Up and coming Web3 games
(21:22) Guild protocol
(29:54) Quest elements & community integration
(33:11) Other verticals
(36:45) Potential threats to YGG
(38:42) YGG’s roadmap
(40:22) Outro
Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation
Find out more at https://investors.yieldguild.io/
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Gabby Dizon's Twitter:
https://x.com/gabusch
YGG Twitter:
https://x.com/YieldGuild
Blockcrunch VIP:
https://blockcrunch.substack.com/
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
In today's Roundtable Jason and Sanat discuss Social Apps! They kick things off with a review of friend.tech's Airdrop, before defining ‘Web3 Social’ and ‘SocialFi’. The two then take a look at Farcaster's DAU growth, 'Stealcam', and the value-transfer in Social Apps. The two then discuss fantasy.top, Social Apps monetization, the explosion of pump.fun, and what the total-addressable-market of Social Apps might be. Plus, a whole bunch more—enjoy!
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00) Introduction
(01:20) friend.tech airdrop
(06:27) What is ‘Web3 Social’ & ‘SocialFi’
(09:15) Farcaster user growth
(10:19) Stealcam
(13:25) Value transfer in SocialFi
(16:23) fantasy.top
(20:19) Early monetization in SocialFi
(26:17) pump.fun
(33:38) SocialFi TAM
(36:34) Analysing SocialFi protocols
(40:00) a16z ‘How do you define a Social App?’
(43:19) Define SocialFi users
(49:00) Outro
Partner Message: Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation
Find out more at https://investors.yieldguild.io/
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter:
https://twitter.com/kapursanat
Blockcrunch VIP:
https://blockcrunch.substack.com/
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
In today's episode Jason and Sanat take stock of token fundamentals. The two conduct a deep dive on C/DEX listing strategy, airdrop/liquidity campaigns, liquidity vs token volume, and much more. As well as looking at examples of winners and losers and also commentary on the recent StarkWare controversy, as well as Ethena's success—enjoy!
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00) Introduction
(03:02) “YGG Ad”
(04:16) Token/product relationship
(06:36) What makes a good token?
(15:03) How to get a C/DEX listing
(18:17) Exchanges as a price discovery tool
(20:18) When/how to engage with CEXs
(23:39) Points/aidrops liquidity campaigns
(30:16) Liquidity vs volume
(36:01) StarkWare controversy
(40:19) Ethena review
(44:33) Token holders
(47:24) Outro
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter:
https://twitter.com/kapursanat
Blockcrunch VIP:
https://blockcrunch.substack.com/
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is joined by Drift Co-Founder Cindy Leow & Developer Chris Healey. In today’s episode the three discuss the founding story of Drift, why there was a gap in the market for Drift, why the Solana ecosystem made sense, and whether it would if Drift launched today. Cindy and Chris then share their bear market learnings, what they took away from the Luna saga, and Drift’s 2024 roadmap—enjoy!
Host: Jason Choi @mrjasonchoi . Not financial advice.
This episode is sponsored by YGG.
https://www.yieldguild.io/
https://twitter.com/yieldguild
Timestamps:
(00:00) Introduction
(02:48) Motivation to found Drift
(05:05) “YGG Ad”
(05:56) Why Drift chose Solana
(08:16) Ecosystem tradeoffs
(11:07) Drift’s growth
(14:29) Bear market start-up learnings
(15:53) Would Drift choose Solana in 2024?
(19:35) Drift’s USP
(24:21) Cross-collateralization
(28:45) Market research findings
(31:16) Luna leveraged short learnings
(36:05) Drift’s roadmap
(38:28) Outro
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
Cindy’s Twitter:
https://twitter.com/cindyleowtt
Chris’ Twitter:
https://twitter.com/crispheaney
Blockcrunch VIP:
https://blockcrunch.substack.com/
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is joined by Arweave Co-Founder & CEO Sam Williams. In this episode the two discuss the founding story of Arweave, solving infinite scalability, smart contract transferability, as well as breaking down actor oriented computing. Sam also explains the possibility of on-chain AI training with AO, AO’s ostensibility, what the ecosystem allows for developers. Plus; the two explore the blockchain trilemma and AO’s roadmap—enjoy!
Host: Jason Choi @mrjasonchoi . Not financial advice.
This episode is sponsored by YGG.
Timestamps:
(00:00) Introduction
(02:57) “YGG Ad”
(04:02) The history of AO
(09:51) Infinite scalability
(14:57) Smart contract transferability
(18:04) ELI5: Actor Oriented computing
(19:41) Composability trade-offs
(27:32) Removing on-chain AI training restraints with AO
(28:58) Security trade-offs
(32:31) The blockchain trilemma
(36:34) AO’s ostensibility
(42:22) AO ecosystem builders
(45:09) The AO roadmap
(49:59) Outro
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
Sam Williams’ Twitter:
https://twitter.com/samecwilliams
Blockcrunch VIP:
https://blockcrunch.substack.com/
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is joined by 9GAG CEO Ray Chan, the Godfather of meme’s. In this episode Ray breaks down how to successfully transition from Web2 to Web3, why the ‘midcurve strategy’ might be best, the best Web3 GTM execution, as well as exploring a framework for Memeland, meme coin fundamentals, and an analysis of the modern day attention economy. For those of you deep in the meme cycle, obsessively on Blast, or otherwise interested in how and why we find ourselves in this memetic cycle, this one’s for you—enjoy.
Note: 9GAG is an online platform and social media website based in Hong Kong, which allows its users to upload and share user-generated content or other content from external social media websites, check it out here: https://www.memeland.com/
Host: Jason Choi @mrjasonchoi . Not financial advice.
This episode is sponsored by YGG.
This episode is sponsored by YGG: Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation
Join their discord today! https://discord.gg/ygg
Timestamps:
(00:00) Introduction
(03:09) “Yield Guild Games”
(04:09) Executing on Web2 to Web3
(11:24) Memeland explained
(16:48) The midcurve strategy
(19:24) Founder focuses & GTM strategy
(22:00) The attention economy
(26:43) Product features in relation to DAU
(31:21) A framework for Memeland
(39:28) Meme coin comparisons
(41:32) Commonalities of successful meme coins
(48:28) Differentiating from other meme coins
(53:20) Outro
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
Ray Chan's Twitter:
https://twitter.com/9gagceo?lang=en
Blockcrunch VIP:
https://blockcrunch.substack.com/
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is joined by Mahesh Ramakrishnan, Seed Investor at Escape Velocity (EV3). Today Mahesh joins us to discuss all things DePIN. The conversation begins with an overview on the DePIN category and why EV3 has chosen to focus it's attention here. The two then go on to review how the labour market may change as a result of DePIN developments, DePIN's unit economics, bandwidth vs compute providers, as well as EV3's North Star, and 2024's leading DePIN projects. This is not one to miss as we breakdown the past, present, and future of decentralized physical infrastructure—enjoy!
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00) Introduction
(02:19) Why EV3 focuses on DePIN
(05:34) DePIN’s developments
(11:22) The future of UBI & DePIN node operators
(13:38) DePIN categories
(20:22) DePIN network unit economics
(30:15) Bandwidth vs compute providers
(33:25) EV3’s DePIN market research approach
(36:37) EV3’s North Star
(40:40) 2024’s leading DePIN projects
(44:29) DePIN’s marketshare
(48:20) Outro
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Mahesh Ramakrishnan's Twitter:
https://twitter.com/moneromahesh
Episode content links:
https://depin.ninja/
Blockcrunch VIP:
https://blockcrunch.substack.com/
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
In today’s Roundtable, Jason and Sanat take a moment to assess what has happened in Q1 2024. They kick things off by discussing new BTC ATH's and what this means for liquidity flows and meme coins. As a result, the two turn to venture opportunities this cycle, given the meme activity in recent months. Jason and Sanat then go on to discuss the Jupiter Airdrop, the future of L1s, EigenLayer's $100M raise from a16z, as well as a review on Ethena as the most dominant rev-gen application in crypto right now, and much more — enjoy!
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00) Introduction
(02:01) ETH Denver recap
(04:16) BTC ATH review
(11:47) Liquidity flows & meme coins
(18:36) 2024 cycle venture investing
(20:31) $JUP: Jupiter Airdrop
(26:21) The future of L1s
(30:52) EigenLayer: a16z $100M raise
(36:52) Ethena: the biggest rev-driving application in crypto
(39:35) Maker Endgame
(42:50) BTC L2s
(47:57) Uniswap fee switch update
(52:13) Outro
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter:
https://twitter.com/kapursanat
Blockcrunch VIP:
https://blockcrunch.substack.com/
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
In today’s Roundtable, Jason and Sanat are joined by Catrina Wang of Portal Ventures. Catrina has written one of the most comprehensive breakdowns of the BTC/BRC thesis to-date. At the time of recording (02/22/24) Bitcoin just broke $50,000, however what’s new this cycle is the BRC phenomenon. Today, BRC’s are at a $3 billion market cap and now more than ever, there’s a rekindled interest in BTC L2s.
In this episode Catrina discusses her thesis in detail, as it relates to BRC reactions, intended target market, adoption strategy, WBTC, BTC L2 vs BitVM, Layer 1 programmability, The Panda Renaissance and much more! Press play now.
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00) Introduction
(02:31) Catrina’s BTC Thesis
(07:29) Initial BRC reactions
(09:06) Ordinals & programmability demand
(12:24) BRC target market
(15:11) How to achieve BRC adoption
(21:30) How much of the BRC/BTC market is not addressed by WBTC
(23:54) BTC L2 vs BitVM
(33:15) Centralized L2 trust vs security conscious BRC users
(35:21) What is the additional catalyst for BRC scalability?
(40:00) Liquidity: building programmability on Layer 1
(41:00) The Panda Renaissance Thesis
(45:58) Outro
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter:
https://twitter.com/kapursanat
Catrina Wang’s Twitter:
https://twitter.com/dotcuriouscat
Catrina Wang’s BTC Thesis:
https://blockcrunch.substack.com/p/a-bitcoin-thesis-the-panda-renaissance
Blockcrunch VIP:
https://blockcrunch.substack.com/
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Today Jason is joined by none other than EigenLayer Founder, Sreeram Kannan. Sreeram kicks things off by sharing the founding story of EigenLayer and how Sreeram and the team thought about EigenLayer's value proposition. Jason then digs into the details; what are EigenLayer's Actively Validates Services (AVS)? Are there security assumptions related to slashing? What are the centralisation considerations for EigenLayer? What are the commercial incentives for builders? And much, much more. Enjoy the conversation and please share and like — it goes a long way.
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00) Introduction
(01:29) EigenLayor’s backstory & Sreeram’s early start
(11:05) EigenLayer’s proposition
(14:54) EigenLayer’s AVS: Actively Validated Services
(19:56) Slashing & security assumptions
(29:40) EigenLayer’s centralisation considerations
(34:30) Commercial incentives
(42:37) Long term incentives: coprocessor & intelligent DeFi
(46:40) Best vs worst case for the future of EigenLayer
(57:30) Outro
Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Sreeram Kannan Twitter:
https://twitter.com/sreeramkannan
Blockcrunch VIP:
https://blockcrunch.substack.com/
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
In today’s Roundtable 006 episode Jason and Sanat discuss all things Airdrops. They start by reviewing the history of Airdrops, among the most successful releases, before diving deep on trying to objectively evaluate Airdrops and their utility; are they a good way for retail investors to make money, for founders to grow their projects and whether or not it’s financially sound strategy and business decision. Jason and Sanat dive deep on the data, reviewing on-chain activity and historic examples — this is not one to miss, enjoy
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00) Introduction
(03:10) Historic tier-1 Airdrops
(11:45) Fiat raises vs Airdrops
(18:05) Airdrop customer-acquisition-cost analysis
(33:32) LayerZero Airdrop speculation
(41:50) Gamification of points vs Airdrops
(46:12) Whales Market points market
(48:48) Points as user retention mechanic critique
(52:40) Celestia Airdrop: crypto native user reward strategy
(53:40) Points program scrutiny continued
(57:30) Outro
Hosts:
Jason Choi’s Twitter:
/ mrjasonchoi
Sanat Kapur’s Twitter:
/ kapursanat
Watch the episode on Youtube:
https://rb.gy/xkff5h
Blockcrunch VIP:
https://blockcrunch.substack.com/
Blockcrunch Twitter:
/ theblockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
In today’s Roundtable 005 episode Jason and Sanat are joined by Blockchain Capital’s Principle, Yuan Han Li, where the three discuss ETH value accrual, ETH’s money utility, before diving deep on infrastructure mechanics and Jason’s changing views on ETH. As well as much, much more — enjoy!
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00) Introduction
(01:27) Disagreggation of ETH Value Accrual
(16:20) $ETH as money
(27:40) Modularity conviction
(33:11) Fees as behaviour incentive
(42:16) Off-chain cryptography as Proofs
(50:02) Jason’s changing view on ETH
(51:10) Outro
More Resources:
Hosts
Jason Choi’s Twitter:
/ mrjasonchoi
Sanat Kapur’s Twitter:
/ kapursanat
Yuan's Twitter:
/ yuan_han_li
Watch the episode on Youtube:
https://rb.gy/yki70a
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter:
/ theblockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
It’s the start of 2024 and you know what time it is - time for predictions! Don't miss this week's thrilling episode where Jason and Sanat unveil their top 9 predictions for the year:
- Will ETH ETF bring about another bull run
- Launch of restaking and future of ETH
- Will Cosmos ecosystem finally take off
- And more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Episode introduction
(00:02:20) – Will ETH ETF disappoint
(00:08:10) – % of ETH that will be restaked
(00:14:27) – TVL of Yield projects
(00:19:54) – Fees paid by Rollups to ETH
(00:24:25) – ETH’s future
(00:32:06) – Will Cosmos finally take off
(00:36:50) – Will Apps outperform Infra
(00:41:21) – Are Telegram Bots here to stay
(00:46:22) – A massive crypto-app will be built on…
More Resources:
Hosts
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter: https://twitter.com/kapursanat
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement. Full disclaimer: https://blockcrunch.substack.com/about
In December 2023, Sei Network joined the “billion-dollar network club” in market cap, as its value doubled and its user count skyrocketed. Sei stood out amongst the crypto natives as it claims to be the fastest Layer 1 out there (yes, even faster than Solana) and the first live blockchain to become a parallelized EVM chain.
Today we have Jayendra Jog, Co-Founder of Sei, to share with us
-
How did Sei become the fastest blockchain
-
What is parallelized EVM and why it's a game-changer
-
Sei’s roadmap in 2024
-
And more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Episode introduction
(00:01:04) – What is Sei
(00:04:30) – Why is everyone excited for Sei
(00:08:11) – Monolithic vs Modular chains
(00:12:10) – Parallelizing transactions vs sequential
(00:20:46) – Solving state bloat with SeiDB
(00:27:27) – Expanding beyond Cosmos
(00:32:45) – Building on Solana vs Sei
(00:35:25) – Does Neon EVM compete with Sei
(00:37:19) – Why Sei can’t be forked as a rollup
(00:40:50) – Sei vs Monad
(00:42:57) – Sei in 2024
More Resources:
Guest
Jayendra Jog’s Twitter: https://twitter.com/jayendra_jog
Sei’s Twitter: https://twitter.com/SeiNetwork
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Stablecoins represent a significant segment of the cryptocurrency market due to their widespread applicability. So far, stablecoin models range from centralized, fiat-backed variants such as USDT and USDC, to more decentralized models like Maker's DAI, an over-collateralized stablecoin, and the infamous algorithmically-backed UST by Luna.
Despite this variety, the crypto industry still lacks a decentralized, internet-native stablecoin that combines attractive yet sustainable yields. Ethena aims to bridge this gap, offering a novel solution in the stablecoin space. | Today we have Guy Young, Founder of Ethena Labs, to share with us
- What exactly is Ethena’ stablecoin model, and how can it be sustainable
- Can Ethena dethrone USDC and USDT
- The future of the stablecoin landscape
- And more
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Episode introduction
(00:02:08) – How Ethena was founded
(00:04:30) – How Ethena works & why now
(00:11:19) – Will USDT and USDC be dethroned one day
(00:13:55) – Ethena versus other stablecoins
(00:19:03) – Letting the markets do its job
(00:20:54) – Ethena versus Maker
(00:29:19) – Ethena’s value in blackswan events
(00:32:28) – Thoughts on staking staked ETH
(00:34:24) – 3 types of users likely to use Ethena
(00:36:29) – Why can’t someone do it themselves
(00:37:52) – Potential products built on Ethena
(00:41:04) – Ethena’s path to mass adoption
More Resources:
Guest
Guy Young’s Twitter: https://twitter.com/leptokurtic_
Ethena’s Twitter: https://twitter.com/ethena_labs
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
In 2021, a few Web 3 games emerged, briefly capturing global attention and demonstrating the potential of this gaming sector.
Fast forward to 2024, numerous game studios are poised to launch their titles, honed over three years. This raises the question: Are we on the cusp of another GameFi revolution, this time for good?
- The Web 3 gaming landscape so far, and what to look forward to in 2024
- Immutable’s partnership with Polygon and Immutable
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Episode introduction
(00:01:53) – Web 3 gaming in 2023
(00:03:52) – Overview of different Web 3 gaming ecosystems
(00:09:21) – Immutable’s business model
(00:12:55) – What game publishers Want
(00:16:42) – What drives players into Web 3 gaming?
(00:19:07) – Deciding which ecosystem to build in
(00:22:21) – Should game create their own rollups?
(00:24:31) – Partnership with Merit Circle & Polygon
(00:31:51) – Partnership with Ubisoft
(00:34:11) – Greatest barriers for Web 3 gaming
(00:37:28) – What to look forward to for Immutable
More Resources:
Guest
Robbie’s Twitter: https://twitter.com/0xferg
Immutable’s Twitter: https://twitter.com/immutable
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
The crypto markets are showing signs of revival. With the recent resolution of Binance's case alleviating market uncertainty, investors are looking forward to 2024 with optimism.
More importantly, what tokens are worth looking at across the various crypto verticals? Jason and Sanat shares their list with viewers this week: In episode 3 of Blockcrunch Roundtable, Jason & Sanat discusses:
- Why resolution of Binance’s case is good for the markets
- Top picks for different verticals heading into 2024
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Episode Introduction
(00:02:03) – Impacts of Binance’s fine & CZ’s “retirement”
(00:05:33) – Blur & their L2, Blast
(00:12:06) – Betting on L2s via DA layers
(00:21:16) – Alternative L1s to Ethereum
(00:25:25) – What’s next for DeFi
(00:31:30) – The revival of Web 3 gaming scene
(00:38:30) – Other side of real-world assets; DePINS
(00:43:18) – New contender in the Oracle vertical
(00:47:03) – Retail favourite; Meme Coins
More Resources:
Hosts
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter: https://twitter.com/kapursanat
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Exploring history offers valuable lessons, enabling us to sidestep past errors and identify markers of excellence. These insights are particularly beneficial in the realm of investing, where understanding historical trends and outcomes can inform smarter, more strategic decisions In episode 2 of Blockcrunch Roundtable, Jason & Sanat discusses:
- 3 verticals that showed promise but ultimately failed to gain traction
- 3 emerging verticals with the potential for significant success
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Episode Introduction
(00:03:18) – What Web 3 apps make sense?
(00:06:45) – Will Metamask remain the No. 1 wallet?
(00:13:30) – Why prediction markets never really took off
(00:20:48) – How to invest in DAOs and their tooling
(00:30:11) – Can re-staking take off?
(00:36:05) – Case for and against DePINS
(00:43:33) – Decentralized social and Friend.Tech
(00:53:23) – 1 vertical to never invest, & 1 to spend most time on
More Resources:
Hosts
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter: https://twitter.com/kapursanat
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
The trading volume of NFTs has markedly decreased since the previous bull market, with a recent figure of merely $37 million per week, a sum that constitutes less than 1% of Bitcoin's daily trading volume. This downturn begs the question: are NFTs facing extinction, or is there potential for resurgence?
Joining us today is Tieshun, widely recognized as Pacman on Twitter and notably the founder of Blur, the singular NFT marketplace that triumphed over Opensea to talk about:
- Why NFTs are not dead
- How Blur successfully dethroned OpenSea
- Outlook for the NFT market and Blur
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Episode Introduction
(00:01:33) – Pacman’s Web 3 journey
(00:07:31) – How to revive the NFT markets
(00:12:39) – User behaviour in bull vs bear market
(00:14:52) – How Blur dethroned OpenSea
(00:19:59) – Sustainability of Blur’s incentive program
(00:27:33) – Key KPIs that matters
(00:35:53) – Blur’s stance on royalties
(00:42:34) – Blur’s future plans
More Resources:
Guest
Pacman’s Twitter: https://twitter.com/PacmanBlur
Blur’s Twitter: https://twitter.com/blur_io
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
We’re back with a brand new series - Blockcrunch RoundTable! In this new format, Jason is joined by Sanat, an Investor at Dragonfly to discuss all things crypto - from latest market developments, their investment experiences and future outlooks For this episode, they discussed the top 5 wildest crypto ideas that were funded, and dived into:
- Why they are considered wild
- Their thoughts on what went wrong and right
- Things to look out for in the future
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Episode Introduction
(00:04:00) – Yuga Labs’ $450 million raise
(00:016:52) – Worldcoin: One of the most controversial crypto project
(00:32:54) – Praxis: Building a real-world city
(00:46:20) – Olympus DAO: Crypto-native reserve currency
(00:57:15) – BreederDAO: Guild for P2E games
More Resources:
Hosts
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter: https://twitter.com/kapursanat
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Over the past 5 years, Blockcrunch has been a beacon for the Web 3 community. As we evolve, we're thrilled to announce an upcoming rebrand. Stay tuned for details on our renewed commitment to serving our audience even better!
But before we embark on this new journey, we’re celebrating the legacy of our current show. This week, join us as we host Darryl Wang, Co-Founder of Tangent - the angel collective co-founded by our very own Jason - to discuss:
- Bull and bear case for the next 12 months
- Biggest lessons learnt in investing
- 2 bold predictions for the next crypto cycle
- Investing in meme coins
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Tangent
(00:04:10) – Darryl’s entry into Web 3
(00:05:51) – Bullish case for next 12 months
(00:12:04) – Bearish case for next 12 months
(00:15:51) – Consensus ideas that turned out wrong
(00:21:06) – Bringing treasury yields onchain via Maker
(00:24:40) – Is there need for more chains
(00:34:18) – Most hated coin that can do well next cycle
(00:38:08) – Wrapping heads around meme coins
(00:43:24) – Native yield-generating stablecoin
(00:49:31) – Bold prediction for the next cycle
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm
More Resources:
Guest
Darryl Wang’s Twitter: https://twitter.com/0xWangarian
Tangent’s Twitter: https://twitter.com/tangent_xyz
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Temasek is a globally recognized investment powerhouse with a robust portfolio that spans a diverse range of industries around the world. Recognizing the immense potential of the decentralized digital landscape, Temasek has boldly spun off a dedicated Web 3 investment arm, Superscrypt, to focus exclusively on the next generation of internet technologies.
Today, we have Jacob Ko, Partner at Superscrypt to share with us:
- Contrasting investment philosophies between the West and Asia
- Verticals Superscrypt is excited about
- Convincing & onboarding non-Web 3 users
- Singapore vs HongKong’s Web 3 scene
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Superscrypt
(00:02:55) – Temasek & Jacob’s transition into Web 3
(00:09:42) – Western vs Asian investing focus
(00:12:01) – Superscrypt’s investment in social & creator economy
(00:16:18) – Discussion on blockchain wallets
(00:23:21) – Convincing non-Web 3 users
(00:30:15) – Handling security in Web 3
(00:33:14) – Singapore vs HongKong’s Web 3 scene
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm
More Resources:
Guest
Superscrypt’s Twitter:https://twitter.com/superscrypt
Jacob Ko’s Twitter: https://twitter.com/jacobkxyz
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Recently, we have a few asset managers, including some of the largest in the world like Blackrock apply to create Bitcoin spot ETFs in the United States. This sparked a lot of speculation about whether this could herald institutional adoption of crypto and kickstart a bull market.
Today, we have Ram Ahluwalia, CEO of Lumida and previous Head of Crypto & Digital Assets at Cross River, a crypto-friendly bank to share with us:
- Implications of BTC ETF on markets
- Odds of SEC approval
- Reasons for previous rejections
- And more!
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to BTC ETFs
(00:03:10) – Importance of Spot BTC ETF
(00:06:52) – SEC’s reason for rejecting BTC ETFs
(00:13:57) – SEC’s stance on Crypto
(00:17:30) – Why BlackRock is applying for BTC ETF now
(00:21:38) – Larry Fink’s agenda
(00:28:38) – Need for clearer guidance
(00:32:44) – Likelihood of ETF approval
(00:35:11) – Past applications vs Now
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm
More Resources:
Guest
Ram Ahluwalia’s Twitter: https://twitter.com/ramahluwalia
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Arkham Intelligence is a blockchain data analytics platform that recently started a huge debate on Twitter due to its Intel-to-Earn model, which pays users to deanonymize blockchain wallets. There are also discussions on whether Arkham collects off-chain data on its users, and whether Arkham is actually a government project used to spy on crypto users.
Today, we have Miguel Morel, CEO of Arkham on the show where we asked him:
- Info that will be allowed on Arkham’s marketplace
- Will Arkham work with government agencies
- Does Arkham collect non-public data of users
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Arkham Intelligence
(00:02:47) – What is Arkham
(00:06:42) – Arkham users and use-cases
(00:11:17) – Is Arkham working with government agencies
(00:24:33) – Issues surround Arkham’s referral system
(00:30:09) – The controversial Intro-to-Earn system
(00:45:07) – Data quality and accuracy
(00:50:29) – Privacy blockchains
(00:37:09) – Value accrual across layers
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm
More Resources:
Guest
Miguel Morel’s Twitter: https://twitter.com/RealMiguelMorel
Arkham Intelligence’s Twitter: https://twitter.com/ArkhamIntel
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Maven11 is one of the foremost crypto-venture funds renowned for its early trend detection and deep focus on the infrastructural layer of the crypto space.
In this episode, we dive into the secular trends that crypto investors should be aware of, particularly the Modular Blockchain thesis. Watch this episode to keep up with the next wave of blockchain evolution and its potential to shape the future of the crypto landscape
Chief Investment Officer Balder Bomans and Mathijs, Associate Partner of Maven11 shares with us:
- What exactly is the Modular Blockchain thesis
- Which layer accrues the most value in Modular Blockchains
- 4 interesting verticals other than Modular Blockchains
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Maven11
(00:03:38) – How Maven11 came about
(00:08:19) – Maven11’s secret to forming theses
(00:12:48) – Real-world Assets, Credit & Privacy
(00:16:15) – Modular Blockchains thesis
(00:20:25) – Data Availability
(00:25:02) – Future of Roll-Ups
(00:31:15) – Roll-Ups-as-a-Service
(00:37:09) – Value accrual across layers
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm
More Resources:
Guest
Maven11’s Twitter: https://twitter.com/gizatechxyz
Maven11’s Substack: https://maven11.substack.com
Balder’s Twitter: https://twitter.com/BalderBomans
Mathijs’s Twitter: https://twitter.com/MathijsvEsch
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
In part 2 of our “AI x Web 3’ series, we spoke with Giza, an end-to-end platform that makes it easy for developers to bring AI onto the blockchain to find out more about why AI SHOULD be onchain, and why onchain AI is the next biggest unlock since the invention of smart contracts
In this episode, Cem and Fran, Co-Founders of Giza also share with us:
- Where are we in AI’s lifecycle
- 5 interesting use cases of AI x Web 3
- Open versus closed AI models
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Crypto x AI
(00:02:41) – How Giza came about
(00:05:42) – Why AI should be on-chain
(00:07:46) – Benefits for end users
(00:10:50) – What part of AI is Giza bringing on-chain
(00:17:51) – Examples of disruptive use-cases
(00:23:03) – Proof-of-Humanity
(00:29:30) – Open models versus closed models
(00:32:45) – Where are we in AI’s lifecycle
(00:38:13) – How to contribute to Giza
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm
More Resources:
Guest
Giza’s Twitter: https://twitter.com/gizatechxyz
Giza’s Website: https://www.gizatech.xyz/
Cem’s Twitter: https://twitter.com/CemFDagdelen
Fran’s Twitter: https://twitter.com/franalgaba_
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
If you were on the internet for the past 6 months, chances are you have realized that we’re entering into the age of Artificial Intelligence (AI), and maybe even experimented with ChatGPT
As investors, you might have also considered what’s the best way for you to capitalize on this paradigm shift - Jake Brukhman is here to answer that
Jake is the Founder of CoinFund, one of the earliest crypto funds, and has a reputation for being extremely early to large trends. In this episode, he shares with us:
- Thesis on the Intersection of AI x Crypto
- Interesting Use Cases for AI in Crypto
- Will AI Destroy Humanity
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Crypto x AI
(00:04:26) – Convergence of AI x Crypto
(00:11:19) – Jake’s thesis on AI x Crypto
(00:16:18) – Decentralizing computing for AI
(00:25:42) – Interesting intersections of AI x Crypto
(00:32:12) – Future of AI models
(00:35:41) – AI disrupting investing
(00:38:59) – Is open source dangerous for humans
(00:41:58) – Problems AI builders should be solving
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm
More Resources:
Guest
Jake Brukhman’s Twitter: https://twitter.com/jbrukh
Jake’s post on Jargon: https://bit.ly/45aSNCU
Jake’s article on AI x Web 3: https://bit.ly/435ZTa0
CoinFund’s Website: https://www.coinfund.io/
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Despite complaints about privacy and exploitative revenue sharing, social media giants like Instagram, Facebook, and Twitter still dominate the social media landscape after more than a decade
Why aren’t users and creators exploring other platforms? Well, they simply can’t since these giants own their data and audiences, and moving means losing all the progress they’ve built
In this Blockcrunch episode, Ryan Li, Co-Founder of CyberConnect, a decentralized social graph protocol trying to revolutionize the relationship between social media platforms and users, shares with us
- Why Web 3 social graphs are necessary
- Why you should switch over to Web 3 platforms
- The future of social media
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to CyberConnect
(00:03:48) – History of CyberConnect
(00:10:03) – Problems with Web 2 social platforms
(00:13:28) – What is a social graph
(00:16:00) – Incentives for building on CyberConnect
(00:19:47) – Better monetization for creators
(00:25:30) – Ownership and composability of data
(00:31:57) – Why not social tokens
(00:34:53) – Web 3 social graph landscape
(00:42:13) – Are social graphs competitive or complementary
(00:43:33) – CyberConnect’s monetization model
(00:46:18) – Convincing users to switch over from Web 2
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest
Ryan Li’s Twitter: https://twitter.com/ryanli_me
CyberConnect’s Twitter: https://twitter.com/cyberconnecthq
Link3’s Twitter: https://twitter.com/link3to
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
NFTs today are mostly static profile pictures. What if we could create more engaging experiences with dynamic NFTs in a decentralized manner?
Tableland, a database protocol is revolutionizing data management in Web 3, allowing developers to build dApps in a Web 3-native manner while overcoming the limitations of existing databases
In this Blockcrunch episode, Andrew Hill, Co-Founder of Tableland shares with us
- Problems with existing databases
- Use cases unlocked by Tableland
- Entering Web 3’s data era
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Tableland
(00:04:08) – Evolving NFTs with Tableland
(00:07:53) – Limitations of blockchain as databases
(00:10:22) – History of decentralized databases
(00:14:58) – Where Tableland comes in
(00:23:07) – Tableland vs blockchains
(00:25:54) – Tableland vs Dune
(00:27:30) – Tableland’s Rigs NFTs
(00:31:12) – Tableland & Filecoin
(00:36:05) – Tailwinds driving Tableland’s future
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest
Andrew Hill’s Twitter: https://twitter.com/andrewxhill
Tableland’s Twitter: https://twitter.com/tableland__
Tableland’s Website: https://tableland.xyz/
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
P.S You can find our full report on stablecoins at https://bit.ly/3AtuuCl
Stablecoins, as the name suggests, were thought to be stable - that is, until the recent USDC depeg drama where the supposedly rock-solid stablecoin traded from one dollar to eighty five cents as one of the major custodial banks went under
Can we still trust major stablecoins like USDC or USDT? If not, what are some alternatives?
In this episode, Michael who wrote a 20-page research article on stablecoins for our Blockcrunch VIP subscriber breaks down for us
- Issues with current stablecoins
- Up and coming decentralized stablecoins
- Relevance of stablecoins in 2030
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Spencer
(00:03:30) – What are stablecoins
(00:07:11) – Different types of stablecoins
(00:14:59) – Commentary on Liquity Protocol
(00:17:52) – Frax vs Liquity
(00:19:53) – Dominance of USDT & USDC
(00:24:22) – Path to decentralization
(00:27:51) – Gyroscope stablecoin
(00:31:27) – Aave’s GHO & Curve’s crvUSD
(00:35:24) – Relevance of stablecoins in the future
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest
Michael Li: https://twitter.com/michael_lwy
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Have you ever wondered how professionals invest and trade NFTs?
How is it that some are seemingly able to time the market perfectly and accurately value something that supposedly trades on cultural relevance and memetic desire?
In this Blockcrunch episode, Spencer Sand-Gordon, Founder of Spencer Ventures, an NFT-only crypto fund demystifies NFT trading and shares with us:
- Entering and exiting NFT positions
- How to build investment theses for NFTs
- Future of NFT markets
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Spencer
(00:03:13) – Spencer’s background
(00:06:30) – Starting an NFT-only fund
(00:11:09) – Trading NFTs as a fund
(00:17:07) – Sizing positions on NFTs
(00:25:13) – Underwriting different collections
(00:35:29) – NFT investing based on quantitative data
(00:38:20) – Different NFT investment instruments
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest
Spencer Sand-Gordon’s Twitter: https://twitter.com/sgsand1
Spencer Ventures’ Twitter: https://twitter.com/venturespencer
Spencer Ventures’ Website: https://www.spencer.vc/
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
In 2021, Axie Infinity took the world by storm as the world’s most popular Play-to-Earn game with 2.7 million concurrent users at its peak.
It also shocked the world a 2nd time in March 2022, albeit for a negative reason as its Ronin bridge suffered the largest bridge exploit of all time with $600M lost, Though users were made whole, confidence levels are inadvertently impacted
Despite everything and the current lull period for crypto-gaming, Sky Mavis has been diligently building behind the scenes and recently launched a few critical updates that could kickstart the next wave of crypto-games.
Today on Blockcrunch, Aleksander, Co-Founder of Sky Mavis shares with us
- Making users whole after the $600M exploit
- Decentralization of Ronin
- Future of Ronin & crypto gaming
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Ronin
(00:03:32) – Recent Games Developer Conference
(00:05:18) – $600 million Ronin bridge exploit
(00:10:48) – Making users whole
(00:13:41) – Partnership with 5 new game studios
(00:17:39) – Onboarding millions of users into GameFi
(00:21:29) – Ronin’s strategy for the 1st cohort
(00:31:08) – Structure of Ronin & game studio partnership
(00:35:41) – Allocating resources across Axie Infinity, Ronin & partners
(00:38:31) – Ronin vs other gaming chains
(00:44:23) – The future of crypto gaming
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest
Aleksander’s Twitter: https://twitter.com/Psycheout86
Sky Mavis' Twitter: https://twitter.com/SkyMavisHQ
Axie Infinity's Twitter: https://twitter.com/AxieInfinity
Ronin's Twitter: https://twitter.com/Ronin_Network
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Crypto has been always been likened to an echo chamber, where crypto-natives reinforce their beliefs over and over again with others on Twitter
Contrarian and long-term thinkers are rare, and today on Blockcrunch we have just the guest to talk about investing in frontiers that most crypto-natives have yet to pick up
Anirudh Pai, Partner at Dragonfly, shares with us:
- What it means to invest at the frontier
- Building an actual city with Praxis
- 2 overlooked verticals that are likely to take off in the future
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Ani
(00:05:28) – Investing happens at the frontier
(00:10:28) – Decentralized Science
(00:19:29) – Ani’s thesis on metaverses
(00:25:26) – Building a physical crypto city with Praxis
(00:40:17) – The next big crypto verticals
(00:44:47) – Successful founders are polymaths
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest
Anirudh Pai’s Twitter: https://twitter.com/ani_pai
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Web 3 champions the ethos of decentralization, wherein users own their data, and services are trustless and permissionless. But ironically, much of Web 3 is built on centralized infrastructure.
Today we have David Choi, Product Manager at Protocol Labs, to share with us how Web3Storage and NFT.Storage allows developers to build on Filecoin to achieve higher levels of decentralization, amongst other benefits over centralized providers.
Watch this episode to learn:
- Web 2 vs Web 3 storage
- Why Filecoin should be the go-to-choice for developers
- Exciting updates and projects utilizing Filecoin
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Web3Storage
(00:03:24) – Storage in Web 2 vs Web 3
(00:10:02) – Why is Filecoin better for data storage
(00:13:58) – Web3Storage’s role
(00:19:35) – Examples of projects utilizing Web3Storage
(00:27:36) – Web3Link and Web3Name
(00:31:43) – Truly Decentralized NFTs with NFT.Storage
(00:36:36) – Why Filecoin is more suitable than Arweave for NFTs
(00:41:50) – Improved services with FVM
(00:44:09) – Upcoming exciting updates
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest Web3Storage’s Website: https://web3.storage/
NFT.Storage’s Website: https://nft.storage/
Filecoin’s Twitter: https://twitter.com/Filecoin
Filecoin’s Website: https://linktr.ee/filecoinio
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
In the past month, the banking sector experienced its most turbulent period since 2008. Major crypto-friendly banks, including Silvergate, Silicon Valley Bank, and Signature, have gone under, while the 170-year-old Credit Suisse stands on the brink of being absorbed by its main competitor, UBS.
Are we witnessing a reenactment of the 2008 financial crisis? Will the BTFP Fed program ignite another bull run? Or, could we be entering a phase of hyperinflation where Bitcoin's value surges to $1 million within 90 days, as predicted by Balajis, the former CTO of Coinbase?
Today on Blockcrunch, we have Ram, CEO of Lumida who was also previously the Head of Crypto at Cross River, one of the remaining crypto-focused banks, and also the Vice President at Merril Lynch to help us separate signal from noise:
- Overview of the entire banking situation
- Will BTFP introduce liquidity into the market
- What will happen to the crypto markets
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Ram
(00:04:14) – Why are banks falling?
(00:08:55) – Deliberate crypto crackdown
(00:15:59) – Is BTFP actually Quantitative Easing
(00:24:18) – FED’s ability to continue rate hikes
(00:29:21) – Can Bitcoin hit $1m in 90 days
(00:32:29) – What is going on with Credit Suisse
(00:38:57) – Tying everything back to crypto
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest
Ram Ahluwalia’s Twitter: https://twitter.com/ramahluwalia
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
These few weeks have been turbulent for the markets to say the least, with 3 of the largest banks that support crypto winding down, USDC stablecoin de-pegging and more developments happening in real time.
Is this the end for crypto, or are we on the cusp of another bull-run?
Today we have Hal Press, founder of North Rock Digital who is known on Twitter for his timely and accurate calls, such as the ETH Merge trade and more recently, his thesis on why USDC will return to peg. In this episode, he shares with us:
- Thoughts & how to navigate the recent market situation
- Outlook for BTC vs ETH
- Thesis on Stacks
- How to identity and assess narratives like a pro
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to the US banking situation
(00:09:13) – Is Bitcoin a credible Store-of-Value?
(00:15:59) – Balaji’s prophecy of $1M BTC in 90 days
(00:20:25) – Thoughts on BTFP
(00:23:49) – Will Bitcoin de-correlate from equities?
(00:27:05) – Outlook for BTC vs ETH
(00:31:17) – Impacts of upcoming BTC Halving
(00:33:38) – Thesis on Stacks
(00:44:19) – Tips on identifying narratives early
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest
Hal Press’ Twitter: https://twitter.com/NorthRockLP
North Rock Digital’s Website: https://northrockdigital.com/
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Opinion on DAOs, or decentralized autonomous organizations is split between 2 camps - those that don’t believe that decentralized organizations can be effective, and those that swear its the business model of the future
To end the debate, there’s no one better to ask than DAO experts Anthony and Timour, who operate and invest in DAOs at the same time on:
- Why and when a DAO structure is better than traditional organizations
- Lessons learned in operating & investing in DAOs
- 2 promising up and coming DAOs
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Stacks
(00:03:36) – 2 Favourite DAOs
(00:07:16) – Why invest in DAOs
(00:17:24) – Landscape of DAOs
(00:23:46) – DAOs over conventional organizations
(00:30:13) – Nouns DAO
(00:33:11) – Examples where DAOs wouldn’t work
(00:37:13) – 2 promising up-and-coming DAOs
(00:40:49) – Lessons learned in DAO investing
(00:46:06) – Hallmarks of good DAO tooling
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest
Seed Club’s Twitter: https://twitter.com/seedclubvc
Anthony’s Twitter: https://twitter.com/antavedissian
Timour’s Twitter: https://twitter.com/timourxyz
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Recently, a new phenomenon called Ordinals, known as NFTs on Bitcoin reignited interest in Bitcoin and got people wondering - what else is possible and is this the start of something bigger?
At the center of this discussion is Stacks, a smart-contract layer built on Bitcoin that is working to unlock the $500 billion Bitcoin capital via DeFi, NFTs, and more.
In this Blockcrunch episode, Muneeb, co-creator of Stacks shares with us:
- How Stacks is going to unlock the potential of Bitcoin
- Why build on Bitcoin over other ecosystems
- Stack’s upcoming upgrades
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Stacks
(00:03:24) – Stacks over the years
(00:07:28) – Path to becoming 1st SEC-approved token offering
(00:11:48) – History of Bitcoin and blockchains
(00:18:53) – Ordinals drawing attention back to Bitcoin
(00:30:37) – Why some Bitcoin Maxis hate Ordinals
(00:36:38) – Ordinal’s use-cases
(00:40:49) – What exactly is Stacks
(00:47:58) – Use-case of Stacks token
(00:51:26) – Why build on Bitcoin over other ecosystems
(00:57:08) – How Ordinals benefits Stacks
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest
Stacks’s Website: https://www.stacks.co/
Stacks’s Twitter: https://twitter.com/Stacks
Muneebs’s Twitter: https://twitter.com/muneeb
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Over the past few months, there has been a steady uptick in activity on Arbitrum, an Optimistic Layer 2 scaling solution on Ethereum.
Today, Arbitrum is home to popular DeFi dApps and GameFi projects like GMX and Treasure and owns more than 50% of the market share against other Layer 2s like Optimism and Metis.
In this Blockcrunch episode, A.J Warner, Chief Strategy Officer at Offchain Labs shares with us:
- How the rollup landscape has evolved
- Difference between Arbitrum One, Arbitrum Nova and Optimism
- How Arbitrum became the top Layer 2
- Path towards decentralization
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Arbitrum
(00:03:19) – Rollup landscape NOW vs a year ago
(00:06:34) – Arbitrum One gas fees vs Ethereum
(00:09:16) – Arbitrum Nova; Arbitrum chain for social and games
(00:14:19) – Trade-off of Arbitrum One vs Nova
(00:17:43) – Apps verticalizing into their own app roll-ups
(00:20:53) – Partnership with Reddit & social use-cases
(00:25:17) – Arbitrum latest upgrade - Stylus
(00:29:26) – Arbitrum vs Optimism
(00:32:03) – Value accrual across different blockchain layers
(00:35:34) – Path toward decentralization
(00:38:26) – Changing from Optimistic to ZK rollup
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest
Arbitrum’s Website: https://arbitrum.io/
Arbitrum’s Twitter: https://twitter.com/arbitrum
A.J. Warner’s Twitter: https://twitter.com/ajwarner90
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
This is a sponsored episode from our collaboration with Filecoin
Huddle01 is a decentralized video-meeting platform built to be scalable and secure from the get-go and features web 3 functions such as NFT-gated meetings and decentralized storage for meeting recordings.
In 2022, it hosted over 30,000 meetings that lasted over 500,000 minutes on its platform.
Today on Blockcrunch, Huddle01’s Co-Founder Ayush shares with us:
- Huddle01’s 3-pronged approach to decentralizing communication
- Problems with existing video-conferencing platforms
- How Huddle01 uses Filecoin as its backend
- Path to decentralizing real-time communication worldwide
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Huddle01
(00:03:21) – 3-pronged approach to decentralizing communication
(00:07:22) – Problems with Zoom & Google Meets
(00:14:49) – Infrastructure behind Huddle01
(00:17:22) – Importance of decentralized file storage
(00:19:01) – Huddle’s moat over existing offerings
(00:21:07) – What Filecoin Virtual Machine unlocks for dApps & users
(00:27:29) – Path to decentralizing real-time communication
(00:30:50) – Huddle01’s go-to-market strategy
Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/
More Resources:
Guest
Huddle01’s Website: https://www.huddle01.com/
Huddle01’s Twitter: https://twitter.com/huddle01com
Ayush’s Twitter: https://twitter.com/ranjan3118
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Ryan Breslow dropped out of Stanford to found payment startup Bolt, which later on raised $1.3 billion dollars at an $11 billion valuation - making Ryan one of the world’s youngest self-made billionaires (according to Forbes)
Now, Ryan is on the mission of improving the health and wellness of the world with alternative medicine like natural remedies, by making them more accessible to all and giving them the credibility they need via clinical trials.
Today on Blockcrunch, Ryan shares with us:
- What exactly is Love DAO
- Why a DAO over the traditional company structure
- How Love fits in with crypto
- Tips for founders that are raising
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Ryan Breslow
(00:05:04) – Journey to founding Love DAO
(00:08:18) – Funding health products with Love DAO
(00:18:00) – LoveDAO as an impact organization
(00:25:22) – DAO as the optimal organizational structure
(00:28:49) – How LoveDAO fits in with crypto
(00:30:28) – Difference between running a DAO & regular company
(00:32:23) – Ryan’s tips for raising funds
(00:35:48) – LoveDAO’s upcoming roadmap
More Resources:
Guest
Love’s Website: https://www.love.com/
Ryan’s Twitter: https://twitter.com/ryantakesoff
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Crypto games often face criticism for being unpolished and lacking quality, but Illuvium is unlikely to face this issue. Built by a team of 220 people, $35 million has been reportedly invested over 2 years in building this AAA Sci-Fi game world - and they’re expected to launch their games this year
Today, we have Kieran Warwick, Co-Founder of Illuvium, to share with us:
- Building the next big gaming franchise like Pokemon and League of Legends
- Why crypto games are better than traditional games
- How the Illuvium community could have a share in Illuvium's revenue
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Illuvium
(00:04:06) – Illuvium’s Founding Story
(00:07:25) – Inside Illuvium’s gaming world
(00:13:25) – Investing/building Web 3 vs Traditional games
(00:19:05) – Illuvium’s business model
(00:23:14) – Vision for the future
(00:27:04) – Reasons for launching $ILV token before the game
(00:30:36) – Building on ImmutableX
(00:35:31) – Strategy to onboard first 10k users vs 10mil users
(00:42:58) – Upcoming releases that players should be excited for
More Resources:
Guest
Illuvium’s Website: https://illuvium.io/
Illuvium’s Twitter: https://twitter.com/illuviumio
Kieran’s Twitter: https://twitter.com/KieranWarwick
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Full disclaimer: https://blockcrunch.substack.com/about
Crypto markets are off to a bullish start in the new year, and one of the projects that have renewed a ton of community interest is Frax - the only semi-algorithmic stablecoin that has actually persisted throughout 2022’s thick and thin without depegging.
Today, we have Sam Kazemian, Founder of Frax, to share with us:
- How Frax’s 5 products all tie together in 1 unifying vision
- Frax’s roadmap in 2023
- Frax’s liquid staking ETH versus others
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Frax
(00:04:10) – Major milestones for Frax in 2022
(00:07:12) – Frax’s 2023 roadmap
(00:13:25) – Decentralization vs Capital Efficiency vs Scaling
(00:21:20) – Frax as the central bank of DeFi
(00:27:15) – Frax’s version of liquid staking ETH
(00:45:04) – Path to decentralizing the ETH PoS validator distribution
(00:50:50) – Handling slashing
(00:55:54) – Frax’s yield mechanism on staked ETH
(00:59:38) – Major initiatives to increase Frax adoption
More Resources:
Guest
Frax’s Twitter: https://twitter.com/fraxfinance
Sam Kazemian’s: https://twitter.com/samkazemian
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclosures:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
P.S Blockcrunch VIP subs can access exclusive alpha from Hal in our part 2 interview over at http://bit.ly/3iTnsS4
2022 was one of the toughest years to be in crypto with even professional investors suffering from 80-90% losses.
However, crypto hedge fund North Rock Digital reportedly navigated 2022's crises nimbly, and its founder quickly rose to prominence on Twitter for his timely and decisive market commentary.
Today, we have Hal, Founder of North Rock Digital, to share with us:
- His transition from equities to crypto
- Identifying investable narratives and planning the trade
- 1 vertical that Hal is looking at right now
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Hal
(00:05:21) – North Rock Digital’s thesis
(00:07:57) – Conviction to focus on the consumer vertical
(00:11:13) – Equities versus Crypto investing
(00:15:36) – Identifying investable narratives
(00:17:58) – How Hal played the ETH merge
(00:22:26) – Thesis on Short BTC Long ETH
(00:26:56) – Positioning, sizing and exiting trades
(00:34:36) – 1 vertical that Hal is bullish on
More Resources:
Guest
Hal Press’ Twitter: https://twitter.com/NorthRockLP
North Rock Digital’s Website: https://northrockdigital.com/
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclosures:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Since 2020, the development of the Web 3 space has arguably validated the value propositions of decentralized blockchains. However, Web 3 today primarily serves crypto-natives and exists as a subset of the internet.
An up-and-coming vertical of projects known as Consumer Vertical focuses on helping empower the everyday internet user and helping Web 3 reach its fullest potential.
Today, we have Derek, Co-Founder of Collab+Currency, to share with us: - What is the Consumer vertical? - 3 consumer verticals that will take off in 2023 - Identifying investable opportunities - “3 rights” investing framework - Time, Problem, Team
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction
(00:02:22) – Introduction to Collab+Currency
(00:05:45) – “Aha!” moment for Derek
(00:07:57) – Conviction to focus on the consumer vertical
(00:11:16) – Disrupting Web 2 social media platforms
(00:17:22) – Social features enabled by blockchain
(00:22:43) – Outpacing Web 2 competitors
(00:24:24) – Derek’s investing framework
(00:37:17) – Identifying networks that can be monetized
(00:40:12) – Narratives that might take off in 2023
More Resources:
Guest
Collab+Currencyl’s Website: https://www.collabcurrency.com/
Derek’s Twitter: https://twitter.com/derekedws
Flamingo DAO’s Website: https://flamingodao.xyz/
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclosures:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
PS we apologize for the background noise around the 17min mark. We have already tried to minimize it to the best we can, but it is still audible. Even amidst all the blowups in the bear market, great builders continue to build and great investors continue to support them.
Blockchain Capital is one of the earliest and leading venture capital firms in the blockchain industry. Today, Blockchain Capital manages $2 billion in AUM, and has invested in some of the largest blockchain companies like OpenSea, 1inch and Aave.
Today on Blockcrunch, we have Kinjal Shah and Yuan Han Li, Partner and Associate at Blockchain Capital to share with us:
- 4 verticals they think will take off in 2023
- Framework for investing in different verticals
- Making Web 3 development more accessible for builders
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction
(00:01:39) – Introduction to Blockchain Capital
(00:07:48) – Exploring consumer vertical
(00:12:47) – Improving wallet UX with Account Abstraction
(00:21:30) – Unlocking more use-cases in NFTs
(00:25:09) – Apps verticalizing into its own app-chain and app-rollup
(00:31:03) – Making Web 3 development more accessible
(00:35:23) – Layer 1 landscape & new developments
(00:41:26) – Value capture of dApps vs protocols
(00:44:52) – Projects to watch out for in 2023
More Resources:
Guest
Blockchain Capital’s Website: https://blockchain.capital/
Kinjal Shah’s Twitter:https://twitter.com/_kinjalbshah
Yuan Han Li’s Twitter:https://twitter.com/yuan_han_li
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Disclaimer:
The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
How can crypto be dead when we still have outstanding teams building amidst this bear market?
STEPN took the world by storm when it introduced the idea of earning through movement - at its peak, there were more than a million daily active users using STEPN.
Since then, Find Satoshi Labs (team behind STEPN) has made further strides and verticalized to launch its own decentralized exchange DOOAR and more recently, their NFT marketplace MOOAR.
Today on Blockcrunch we have Mable Jiang, Chief Revenue Officer at Find Satoshi Labs to share with us:
- How is STEPN performing in a bear market
- Decision to verticalization
- Enforcing royalties on DOOAR
- Trading vs subscription fee on DOOAR
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:01:39) – Introduction to STEPN
(00:04:41) – Motivation for playing STEPN in a bear market
(00:09:07) – STEPN’s new dual reward system
(00:14:19) – Cutting Orca off and creating own DEX (DOOAR)
(00:20:41) – Building their own NFT marketplace (MOOAR)
(00:29:02) – Synergies between MOOAR and STEPN
(00:31:50) – Managing STEPN, DOOAR & MOOAR all at once
(00:35:58) – Decision behind MOOAR’s subscription fee
(00:43:54) – Status and roadmap on all the developments
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Mable’s Twitter:https://twitter.com/Mable_Jiang
Find Satoshi Lab’s Twitter: https://twitter.com/fslweb3
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
GoldenTree, one of the largest independent asset managers with $47 billion AUM recently announced their official foray into the crypto space with a new subsidiary GoldenChain and a $5.2 million investment in Sushi
While traditional funds entering the crypto space is becoming more common, GoldenTree’s entrance is huge news because of their caliber and active investment strategy
Today on Blockcrunch, we have Avi Felman, GoldenChain’s Head of Digital Asset Trading to share with us:
- How might crypto markets evolve over the years
- Frameworks for short-term and long-term trading
- GoldenChain’s thesis for $5.2 million investment into Sushi and their plans
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:01:42) – Avi’s road to investing in crypto professionally
(00:05:52) – GoldenTree, a $47b fund’s foray into crypto
(00:09:19) – Evolution of crypto markets
(00:20:37) – Categorizing different bets
(00:26:12) – System for short-term trading
(00:31:43) – Investing for the long-term
(00:36:30) – GoldenTree’s investment thesis in SUSHI
(00:42:53) – Restructuring a decentralized organization
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Avi Felman’s Twitter: https://twitter.com/AviFelman
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Last week was one of the darkest weeks for the crypto industry - the implosion of one of the largest crypto exchanges that no one saw coming.
In this episode, Blockcrunch Host Jason Choi recounts the entire FTX saga all the way from FTX's 2019 beginnings to the aftermath of the implosion.
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:01:30) – Alameda's Raise in 2019
(00:03:14) – Raising for FTX
(00:06:13) – Becoming One of the Largest Exchanges
(00:09:36) – Achieving Mainstream Awareness
(00:11:21) – The Start of FTX's Collapse
(00:14:27) – FTX's Implosion
(00:23:08) – Hacked and Siphoning of Funds
(00:24:31) – The Aftermath
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Blockcrunch Blockcrunch VIP: https://blockcrunch.substack.com/ Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
With DeFi activity reportedly down 70% from its all-time high and the recent OFAC regulations, it is safe to say DeFi took a heavy beating in 2022.
However, Sam Kazemian, Founder of decentralized stablecoin protocol Frax thinks that DeFi is not dead but requires innovation to reignite interest in the vertical.
Today on Blockcrunch, we have Sam and Wangarian to share with us:
- Regulatory landscape and tips on navigating it
- Lessons that the DeFi industry could learn from Luna’s implosion
- How to revive DeFi as a vertical
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:02:17) – Regulatory pressure on DeFi
(00:05:54) – Tips for founders to navigate regulations
(00:13:05) – Reviving DeFi as a vertical
(00:19:43) – Lessons from Luna’s implosion
(00:28:18) – Dilemma of centralization and stability
(00:32:04) – Verticalization vs composability
(00:36:39) – Updates on Frax and its future
(00:42:20) – Use-cases that Sam is excited for
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Sam Kazemian ’s Twitter: https://twitter.com/samkazemian
Frax’s Twitter: https://twitter.com/fraxfinance
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Recently we’ve seen the rise of applications verticalizing into their own app-specific chains
While app-chains offers customizability, they lack the social coordination that generic chains bring - Sei offers both by being in the intersection of app-specific and generic chains
Sei is the first sector-specific Layer 1 blockchain specialized for trading to give exchanges an unfair advantage
Today on Blockcrunch, we have Jay, Co-Founder of Sei to share with us:
- Why sector-specific chains are better than app-chains/generic chains
- Types of projects that benefit from Sei
- Sei’s area of major innovation
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:02:32) – Introduction to Sei
(00:06:37) – Potential trade-offs
(00:09:13) – Conviction to Build DeFi specific chain
(00:11:59) – App-chains vs Sector-specific chains
(00:15:33) – Importance of having on-chain orderbooks
(00:18:13) – Examples of projects building on Sei
(00:20:28) – Long-term moat for Sei
(00:22:52) – Requirements for deploying smart-contracts
(00:25:29) – Building on Cosmos SDK vs developing new consensus
(00:30:20) – Block processing on Sei
(00:32:48) – MeV on Sei
(00:37:52) – Sei vs new Layer 1 chains like Aptos & Sui
(00:41:07) – Sei vs thematic roll ups on Ethereum
(00:43:27) – Exciting projects & Sei’s roadmap
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Jayendra Jog ’s Twitter: https://twitter.com/jayendra_jog
Sei’s Twitter: https://twitter.com/SeiNetwork
Sei’s Socials: https://linktr.ee/seinetwork
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Cosmos has grown to become one of the largest blockchain ecosystem, with apps and services trading at more than $59 billion market cap
However, the community has always criticized ATOM, the token that powers the ecosystem, for its inability to accrue value
ATOM 2.0 is here to change that.
Today on Blockcrunch, we have 2 Cosmos experts to share with us:
- The 4 proposed changes of ATOM 2.0
- How value can be accrued to ATOM after the change
- Timeline of upcoming updates
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:02:27) – Overview of Cosmos
(00:05:07) – What is ATOM 2.0
(00:12:16) – Change in ATOM’s monetary policy
(00:15:21) – Rationale for channeling more emissions into Cosmos’ Treasury
(00:17:29) – Mechanics of ATOM liquid staking
(00:19:42) – What is Interchain Security
(00:25:33) – What is Interchain Scheduler
(00:36:47) – What is Interchain Allocator
(00:44:09) – Is Mesh Network synergistic with ATOM 2.0?
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Zaki Manian’s Twitter: https://twitter.com/zmanian
Sam Harts’ Twitter: https://twitter.com/hxrts
ATOM 2.0 whitepaper: https://bit.ly/3ESNu0m
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Yield Guild Games is the largest gaming guild in Web 3 and have invested in standout Web 3 game titles like Axie Infinity, Sandbox and more . To date, they claim to have helped 30,000 players worldwide earn over $10 million playing Web 3 games thanks to their scholarship model.
Today, Yield Guild Game’s Co-Founder Gabby Dizon shares with us:
- 2 new ways Web 3 guilds are evolving
- 3 ways to make Web 3 games “fun”
- Framework on investing in games
- 2 games Gabby is excited for
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:01:55) – Background of Gabby
(00:03:10) – Are P2E games sustainable?
(00:07:42) – Aspect of games that should be on-chain
(00:10:53) – Will P2E games continue to be a thing in Web 3?
(00:12:22) – How to make P2E games sustainable?
(00:19:42) – Difficulties of building a successful game
(00:31:09) – Framework for investing in Web 3 games
(00:35:36) – How to define fun
(00:37:23) – Investing in game infrastructure vs game titles
(00:43:17) – Projects Gabby is excited for
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Gabby’s Twitter: https://twitter.com/gabusch
Yield Guild Games’ Twitter: https://twitter.com/yieldguild
Yield Guild Games’ site: https://yieldguild.games/
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
*Apologies for the audio quality this week! Usual quality will resume in the next episode
DeFi has been accused of being propped up by unsustainable ponzis - can Ribbon be the solution?
Ribbon is a DeFi protocol that allows users access to crypto structured products. Till date, they reported over $10 billion in notional volume and claims to offer 24% on their ETH - despite being in a bear market.
Today, Ribbon’s Co-Founder Julian Koh shares with us:
- How Ribbon generates yield
- Building new products vs integrating with others
- What is takes to revive DeFi
- Potential regulations on crypto space
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:03:41) – Road to founding Ribbon
(00:07:34) – Primer on structured products
(00:11:31) – Risks of capital loss on Ribbon
(00:14:16) – Managing options with automated smart contracts
(00:16:00) – Preventing market makers from front-running
(00:19:42) – Types of Ribbon’s customers
(00:21:14) – Reasons for Ribbon’s success
(00:23:18) – New Ribbon products and plans
(00:31:55) – Is composability just a meme
(00:35:37) – Underwriting lending risks
(00:39:27) – Moving away from Opyn & building own exchange
(00:47:38) – Allowing DAOs to issue bonds
(00:51:50) – Primary drivers of future of DeFi
(00:58:26) – Potential regulations on crypto-space
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Julian’s Twitter: https://twitter.com/juliankoh
Ribbon Finance’s Twitter: https://twitter.com/ribbonfinance
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Many businesses have been disrupted by technology - Electric Capital thinks investing is no different
Electric Capital, a crypto VC fund with more than $1 billion AUM, hires Software Engineers and Designers instead of Financiers to manage its fund.
Today, Managing Partner Avichal from Electric Capital shares with us:
- Thesis on Software Eating Money
- DAOs as Internet-native corporations
- Importance of UI/UX to onboard the next billion users
- Great Thinkers = Good Founders
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:02:32) – Avichal’s hop from Facebook to managing $1b fund
(00:07:15) – Thesis on Software eating Money
(00:13:05) – 3 things Electric’s Engineers do
(00:16:26) – Why is Electric bullish on DAOs
(00:25:29) – Examples of good DAO governance
(00:31:30) – Good UI/UX to onboard next billion users
(00:37:36) – Identifying unobvious but good investments
(00:40:33) – Investing in great founders
(00:44:42) – Will crypto fail because of regulation
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Avichal’s Twitter: https://twitter.com/avichal
Electric Capital’s Twitter: https://twitter.com/ElectricCapital
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Most wouldn’t be comfortable with broadcasting their daily lives to the entire world - but that’s what happening with the transparent nature of blockchains
Founders of Aztec Network believe that privacy is a fundamental human right and that crypto-users should have easy and cheap access to privacy.
Today, Co-Founder Joe Andrews and Head of Growth Jon Wu from Aztec shares with us:
- Use-cases for privacy beyond illegal activities
- Achieving privacy as a default option
- Regulatory landscape for on-chain privacy
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:03:45) – Why is privacy important to people
(00:09:28) – What exactly is Aztec
(00:15:12) – Like a VPN for Ethereum Network
(00:21:56) – Achieving low transactions cost & privacy
(00:24:27) – Aztec versus other privacy protocols
(00:29:30) – Regulatory risk for users on Aztec
(00:36:52) – Making it difficult for illicit activities
(00:38:43) – Paths to preserving privacy vs remaining compliant
(00:44:42) – Use-cases of on-chain privacy
(00:47:44) – Are users liable for violating sanctions by using Aztec
(00:51:17) – Convincing developers to build using Aztec’s Noir
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Aztec’s Twitter: https://twitter.com/aztecnetwork
Joe Andrew’s Twitter: https://twitter.com/jaosef
Jon Wu’s Twitter: https://twitter.com/jonwu_
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Who best to understand struggles of crypto founders than fellow founders?
Tascha is the Co-Founder of Alpha Venture DAO and built a DeFi protocol that had a TVL of $3 billion at its peak.
Today, she joins us as a mentor in Tangent to share with us:
- How Alpha scaled to $3B in deposits
- 2 crypto verticals Tascha is excited about
- How to identify great founders in 60 minutes
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:02:42) – Early days of Alpha Finance
(00:06:10) – Motivation behind building levered yield farming back in 2020
(00:09:44) – What is Alpha Venture
(00:13:17) – How to be a successful founder
(00:17:53) – Balancing between reinvention and solving pain points
(00:26:07) – Key areas that Tascha is excited for
(00:30:09) – Thought process for identifying market opportunity
(00:32:11) – Identifying great founders to invest in
(00:40:36) – Difficulties of running a crypto start-up
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Taschas Twitter: https://twitter.com/tascha_panpan
Alpha Venture DAO’s Twitter: https://twitter.com/AlphaVentureDAO
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
If you’re a gamer you must have thought it’d be nice if you could transfer your in-game resources from one game to the other. Well, you finally can with composable resources in Treasure’s game ecosystem.
Treasure is building the decentralized app-chain for an interoperable metaverse. In less than a year, Treasure onboarded over 100,000 community members and facilitated over $264 million with their NFT marketplace.
Today, we have John and Karel, Co-Founder and COO of Treasure on the show to share with us:
- What exactly Treasure is
- Benefits of building and playing in Treasure’s game ecosystem
- Sustainability and long-term use case of $MAGIC tokens
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:03:25) – What exactly Treasure is
(00:06:51) – The power of community-driven content
(00:10:26) – How did Loot inspire Treasure
(00:13:44) – Developer’s benefits of building on Treasure
(00:19:40) – Why build a decentralized game infrastructure
(00:24:49) – Treasure’s main metaverse: Bridgeworld
(00:31:32) – Comparison to P2E games and if it’s sustainable
(00:34:57) – Examples of partner games on Treasure
(00:45:30) – Long-term use case of $MAGIC tokens
(00:49:08) – Building out Treasure’s own app-chain on AnyTrust
(00:53:23) – Why is NOW the best time to be part of Treasure
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Treasure’s Twitter:https://twitter.com/Treasure_DAO
Treasure’s Discord: https://discord.com/invite/treasuredao
John Patten’s Twitter: https://twitter.com/jpatten__
Karel Vuong’s Twitter: https://twitter.com/0xkarel
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
The Merge, which marks the official transition to Proof-of-Stake, is slated to occur around September 15 - 16th and is possibly the largest crypto event to happen in a long time. The transition to Proof-of-Stake is supposedly a bullish event, but lately, there have been concerns raised on whether it is the right move.
If you’re a founder or investor in crypto, you should be prepared for what’s to come.
Today, we have Anthony Sassano, one of the largest proponents and educator of Ethereum on the show to share with us:
- What is The Merge
- How OFAC’s censorship may affect Ethereum
- Is Proof-of-Stake really better than Proof-of-Work?
- Reasons to be bullish for Proof-of-Stake
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:01:40) – Introduction to OFAC & The Merge
(00:03:06) – What is The Merge
(00:10:21) – Why might there be 2 Ethereum chains after The Merge?
(00:17:46) – What is OFAC and why is it scary?
(00:28:50) – Would PoW be more censorship-resistant than PoS?
(00:39:54) – Why is it harder for OFAC to enforce sanctions in PoW?
(00:45:49) – Pros and cons of social slashing
(00:57:19) – How are Flashbots and MEV contributing to censorship?
(01:02:35) – Reasons to be bullish for PoS
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Anthony Sassano’s Twitter: https://twitter.com/sassal0x
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Three senior hires at top crypto funds Spartan Capital, Multicoin Capital and DeFiance Capital recently stepped down and started Tangent - an angel fund by founders, for founders.
Together, Tangent’s mentors have built billion-dollar protocols, managed hundreds of millions in capital and have deep expertise across every major Web 3 vertical.
Today, we have the co-founders Jason Choi, Darryl Wang and mentor, Mable Jiang on the show to share with us:
- Crypto verticals they’re excited about
- Dangers of crypto VCs today
- What makes Tangent unique
- Navigating the crypto markets for the next 12 - 24 months
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:01:40) – Introduction to Tangent team
(00:03:39) – Rationale for leaving their jobs at top crypto funds
(00:10:22) – Crypto verticals they are excited about
(00:21:26) – Composability vs building your own products
(00:28:08) – Smart contract wallets to boost crypto adoption
(00:31:40) – View on NFT finance vertical
(00:33:19) – Reason for Tangent and why it’s different from crypto funds
(00:46:58) – Things to look out for when investing
(00:54:36) – Thoughts on navigating the bear market
(01:02:40) – Predictions for the next market
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Mable’s Twitter: https://twitter.com/Mable_Jiang
Mable’s Podcast - HODLong: https://apple.co/3dHfQPJ
Wangarian’s Twitter: https://twitter.com/0xWangarian
Tangent’s Twitter: https://twitter.com/tangent_xyz
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Decentralized Autonomous Organizations or DAOs for short are hailed as the future of managing organizations and work.
However, many are starting to doubt the feasibility of DAOs given its major blockers for it to succeed at scale.
In this episode, the 2 largest proponents of DAOs, Dmitriy and Peter from 1kx discusses:
- The current DAO landscape
- Why they are still bullish on DAOs
- What will it take for DAOs to succeed
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:02:11) – What exactly is a DAO?
(00:07:12) – Bear & Bull cases for DAOs
(00:11:27) – Progressive vs Decentralization from the get-go
(00:26:20) – Different types of DAOs
(00:29:08) – Whale’s skewed voting power
(00:34:30) – Recent Merit Circle vs YGG case
(00:38:22) – Interesting DAOs to check out
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
1kx’s Twitter: https://twitter.com/1kxnetwork
1kx’s Medium: https://medium.com/1kxnetwork
Dmitriy’s Twitter: https://twitter.com/dberenzon
Peter’s Twitter: https://twitter.com/pet3rpan_
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
When centralized lending desks were blowing up from the 3AC contagion, DeFi lending protocol Maple Finance remained stable. Could DeFi have prevented the crypto blowup?
Maple Finance is an undercollateralized lending protocol where pooled capital is managed by credit experts and lent to reputable and profitable crypto-institutions.
In this episode, Co-Founder Sid Powell shares with us:
- How DeFi might have prevented the recent blow-up
- How Maple Finance differs from other DeFi protocols
- Maple’s business model and value accrual to it’s token MPL
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:02:33) – Thoughts on recent 3AC contagion
(00:08:13) – How DeFi could have helped
(00:13:56) – Maple Finance vs DeFi 1.0
(00:20:02) – Is Maple replicable off-chain?
(00:28:05) – How pool delegates manage depositor’s money
(00:32:03) – Criticism that Maple Finance is partly centralized
(00:35:43) – Will Maple Finance pursue full-decentralization?
(00:41:03) – Maple’s business model and it’s token
(00:44:35) – Future market expansions
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Maple Finance’s Twitter: https://twitter.com/maplefinance?lang=en
Maple Finance’s Website: https://www.maple.finance/
Sid’s Twitter: https://twitter.com/syrupsid
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
The largest GameFi project in the Cosmos ecosystem was inevitably affected by the Terra implosion - can Levana make a comeback?
Levana is the pioneering DeFi protocol to incorporate NFTs and GameFi mechanics in their DeFi products. Jonathan, Levana’s Head of Communications shares with us:
- Levana’s solution to problems other DEXes are facing
- Levana’s future on a new chain
- Performance of incorporating NFTs into their products
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:01:40) – Introduction to Levana
(00:05:20) – Why did projects build on Terra initially
(00:09:57) – Levana vs other leverage trading protocols
(00:24:54) – Levana’s solution to problems other DEXes are facing
(00:30:45) – Terra’s impact and moving forward
(00:33:53) – Deciding on a new chain
(00:36:38) – Incorporating NFTs into DeFi
(00:40:54) – Roadmap of NFTs
(00:46:41) – Advice for projects on surviving bear market
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Levana’s Twitter: https://twitter.com/Levana_protocol
Levana’s Website: https://www.levana.finance/
Levana’s Medium: https://blog.levana.finance/
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
The recent Luna collapse and 3AC contagion unfortunately set the entire crypto-space back.
Is crypto just a fad or can it make a comeback?
DeFi Dad, partner at 4R Capital and one of the most prolific supporters of DeFi shares with us:
- Current State Crypto Markets vs 2018
- DeFi Markets Thus Far
- Future of DeFi
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:01:40) – Introduction to DeFi Dad
(00:03:16) – Current State of DeFi
(00:09:21) – Future of DeFi
(00:17:40) – Distinction between DeFi vs NFTs
(00:26:14) – Leaders in DeFi
(00:33:21) – DeFi 1.0 vs DeFi 2.0
(00:42:16) – What Is Missing In DeFi?
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
DeFi Dad’s Twitter: https://twitter.com/DeFi_Dad
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
What will the future of NFTs and Multi-Chain experience look like?
Longhash, one earliest and largest accelerator funds in Asia shares with us:
- Takeaways from NFT NYC on the future of NFTs
- Vision of Multi-Chain future
- Projects they’re excited about
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:02:07) – Vibes at NFT NYC
(00:03:49) – Introduction to LongHash
(00:09:42) – Future of NFTs
(00:13:47) – Social Tokens vs NFTs
(00:18:04) – Why LongHash is bullish on multichain future
(00:23:29) – Need for unique value proposition for each Chain
(00:29:22) – How Polkadot could have done better
(00:32:40) – Does every DApp need their own chain?
(00:40:52) – Recent favourite projects
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Longhash’s Twitter: https://twitter.com/LongHashVC
Emma’s Twitter: https://twitter.com/emmacui
Shi Khai’s Twitter: https://twitter.com/theshikhai
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Monthly trading volume on Hashflow grew from $20m in August to $670m in October after a campaign with Project Galaxy - that’s a 3000% increase in volume in 3 months!
Project Galaxy is an open and collaborative data network that empowers developers to build better products and communities using on-chain credentials.
In this episode, co-founder of Project Galaxy, Harry shares with us:
- What is Galaxy and On-chain Credentials
- Use-cases of Galaxy
- Galaxy’s token and own chain
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:02:22) – Introduction to Galaxy
(00:05:37) – User’s On-chain Data
(00:09:42) – Importance of Privacy in Web 3
(00:11:13) – Biggest Use-Cases for Galaxy
(00:14:29) – Difference with Competitors e.g DegenScore
(00:23:07) – Building an Open and Permissionless Platform
(00:25:28) – Project Types that Best Benefit from Galaxy
(00:27:55) – Galaxy’s Token - $GAL
(00:31:28) – Galaxy’s Own Chain
(00:34:06) – Possible Reasons of Failure
(00:37:20) – Exciting Milestones Ahead
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Project Galaxy’s Twitter: https://twitter.com/ProjectGalaxyHQ
Project Galaxy’s Website: https://galaxy.eco/
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.
Popular metaverse projects like Sandbox and Decentraland are trading > 80% lower than their previous all-time highs - are metaverses still the future?
Webaverse is an open-sourced metaverse that enables creators and communities to build their own virtual worlds and rich experiences which they truly own.
In this episode, co-founder of Webaverse, Ahad shares with us:
- What is a metaverse and what is it trying to replace?
- The importance of an interoperable metaverse
- Upcoming Webaverse experience - Upstreet
- Webaverse’s strategy to bootstrap 100k users
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:01:58) – What is a Metaverse?
(00:04:13) – Epic Games vs Apple In a Legal Battle
(00:05:50) – Web 1, Web 2 and Web 3
(00:09:07) – What is Webaverse Trying To Replace
(00:14:47) – Importance of Interoperable Metaverse Instead of Silos
(00:27:12) – Difference Between Metaverses & Social Games Like Club Penguin
(00:30:27) – How to and Who Will Be The 1st To Achieve 100K Users
(00:37:12) – Chicken and Egg Problem Of Metaverses
(00:40:38) – Webaverse’s Strategy to Bootstrap Community
(00:43:33) – Partnering with NFT Projects
(00:46:46) – Webaverse as a Business
(00:48:23) – Experiences Available on Webaverse Today
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Webaverse’s Twitter: https://twitter.com/webaverse
Webaverse’s Website: https://webaverse.com/
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast is an educational podcast and newsletter for informational purposes only. The host invest in cryptoassets actively and may hold assets discussed in the newsletter or podcast. All content contained within this podcast is intended for educational purposes only and should not be construed as any form of financial advice. The Blockcrunch Podcast, its associates and affiliates are not liable for any decisions third parties choose to make.
Total crypto market cap is now less than $1 trillion. Bitcoin and Ethereum are currently trading near their 2018 all-time highs. Where do we go from here?
In this episode, CIO of Selini Capital, Jordi Alexander shares with us:
- What market stage are we at and how long it’ll last
- Can Bitcoin ever break its previous ATH of $70k
- Indicators to navigate this market
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:02:12) – Current Stage of Crypto Market
(00:04:06) – Black Swan Events
(00:06:00) – Drawn Out vs Short-Term Bear Market
(00:08:01) – Crypto Market’s First Recessionary Environment
(00:10:56) – Signs of Market Reversal
(00:13:51) – Bitcoin as Inflation Hedge
(00:19:30) – Terra’s Impact On Crypto Market
(00:23:41) – Can Bitcoin Ever Break $70K
(00:25:54) – Indicators to Navigate this Market
(00:29:06) – Is Bitcoin still the Bell-Weather for Crypto Market
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Jordi’s Twitter: https://twitter.com/gametheorizing
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast is an educational podcast and newsletter for informational purposes only. The host invest in cryptoassets actively and may hold assets discussed in the newsletter or podcast. All content contained within this podcast is intended for educational purposes only and should not be construed as any form of financial advice. The Blockcrunch Podcast, its associates and affiliates are not liable for any decisions third parties choose to make.
How are some users getting paid to walk?
StepN is a Walk-to-Earn mobile app and in less than 6 months, they managed to amass 1.7 million monthly active users and up to 400k users are using it on a daily basis.
This episode, Co-Founder Yawn Rong shares with us:
- How is StepN actually paying users and is it sustainable?
- Comparison of StepN over competitors and their moat
- StepN’s vision for the future
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:02:32) – Introduction to StepN
(00:05:49) – Designing Users’ Cost Of Participation
(00:07:12) – Revenue Mechanism
(00:11:13) – Demand and Design Of StepN’s Tokens
(00:14:12) – Social Aspect Beyond Walk-to-Earn
(00:19:29) – Partnerships With Brands
(00:24:30) – Comparison To Other Platforms
(00:28:50) – Strategy For Massive Player Adoption
(00:33:36) – StepN’s Moat Over Competitors
(00:40:30) – Anti-Hacking/Cheating Mechanisms
(00:43:41) – More On StepN’s 2 Tokens - GST & GMT
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
StepN’s Website: https://stepn.com/
StepN’s Twitter: https://twitter.com/Stepnofficial
Yawn Rong's Twitter: https://twitter.com/yawn_rong
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast is an educational podcast and newsletter for informational purposes only. The host invest in cryptoassets actively and may hold assets discussed in the newsletter or podcast. All content contained within this podcast is intended for educational purposes only and should not be construed as any form of financial advice. The Blockcrunch Podcast, its associates and affiliates are not liable for any decisions third parties choose to make.
Basketball is a sport with 2.2 billion fans worldwide - and Virtual Basketball Association (VBA) wants to bring them all into crypto.
Charles, founder of VBA shares with us:
- How does VBA compare to other basketball based video games?
- Is VBA Play-To-Earn?
- What can users expect in upcoming & future launches?
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:01:37) – Background of Charles
(00:04:20) – Introduction to VBA
(00:06:09) – Comparison To Different Basketball Video Games
(00:08:02) – VBA’s Game and Player Mechanics
(00:16:28) – Virtual vs Real Basketball Players
(00:23:03) – Building The VBA Lore And Community Effect
(00:24:19) – First NFT Mint & Future Plans
(00:29:16) – Competition Against Fantasy Sports
(00:31:06) – VBA’s 4 Revenue Streams
(00:32:09) – Is VBA Play-To-Earn?
(00:34:28) – VBA’s Automated Gameplay Mechanics
(00:36:53) – Upcoming Launch In June & Future Releases
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
VBA’s Website: https://www.vbagame.com/
VBA’s Twitter: https://twitter.com/vbagame
Charles’ Twitter: https://twitter.com/gmcharmander
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast is an educational podcast and newsletter for informational purposes only. The host invest in cryptoassets actively and may hold assets discussed in the newsletter or podcast. All content contained within this podcast is intended for educational purposes only and should not be construed as any form of financial advice. The Blockcrunch Podcast, its associates and affiliates are not liable for any decisions third parties choose to make.
Every crypto-native must have seen a small green creature appear on their Twitter timeline when others tag @Inversebrah on a Twitter thread.
A group of wassie-lovers banded together to bring the green creature to life via a 3D NFT project, Wassieverse. This week, member of Wassieverse, 0xBags shares with us:
- What exactly is a wassie?
- What utilities can NFT owners get immediately post-mint and in the future?
- How can the community be involved in Wassieverse?
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:03:34) – What Is Inversebrah / Smol Ting
(00:06:52) – Team Members Of Wassieverse
(00:09:27) – What Exactly Is Wassieverse?
(00:15:36) – Future Of Wassieverse
(00:18:06) – NFT As Representation Of Virtual Identity
(00:22:30) – Capturing Essence Of Wassies Into The Project
(00:25:51) – Comparison To Other Meme-Based NFT Projects
(00:30:16) – Differentiation To Other Wassie NFT Projects
(00:33:14) – Roadmap Of Wassieverse
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Wassieverse’s Twitter: https://twitter.com/wassieverse
Wassieverse's Website: https://wassieverse.com/
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast is an educational podcast and newsletter for informational purposes only. The host invest in cryptoassets actively and may hold assets discussed in the newsletter or podcast. All content contained within this podcast is intended for educational purposes only and should not be construed as any form of financial advice. The Blockcrunch Podcast, its associates and affiliates are not liable for any decisions third parties choose to make.
Last week, $60B in value was wiped from crypto in a few days.
Not many saw the collapse of Luna coming - even fewer had the guts to bet on it.
Since the start of the year, Galois Capital has been openly calling out for the impending fall of Luna and endured the barrage of hate comments until 8th May 2022 - the day that Luna started death spiraling. Kevin Zhou from Galois Capital shares with us:
- Why he was convinced LUNA would implode
- How he timed his short trade
- The 4 high conviction trades Galois has taken
- How Terra Luna can recover - and why its current plan doesn't work
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:02:20) – Kevin's Thoughts After Luna's Crash
(00:03:53) – Why Did Kevin Think Luna Would Collapse One Day
(00:08:23) – Feasibility of Algorithmic Stable-Coins
(00:16:44) – Shorting Luna or UST
(00:23:06) – Pulling The Trigger On The Short
(00:26:47) – Conviction On Bearish Luna Thesis and Past Plays
(00:34:10) – Black Swan Event or Long Time Coming
(00:40:47) – Thoughts on Terraform Lab's Proposals
(00:54:47) – Replacing Do Kwon To Save Luna
(00:56:31) – Projects That Could Also Death Spiral
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
Galois Capital's Twitter: https://twitter.com/Galois_Capital
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast is an educational podcast and newsletter for informational purposes only. The host invest in cryptoassets actively and may hold assets discussed in the newsletter or podcast. All content contained within this podcast is intended for educational purposes only and should not be construed as any form of financial advice. The Blockcrunch Podcast, its associates and affiliates are not liable for any decisions third parties choose to make.
Opensea facilitated $14 billion transactions in 2021 and is the largest NFT trading platform. However, users often face platform liveness, high fees and collection censorship issues.
What if there was a decentralized alternative that could disrupt Opensea, just like Uniswap did to centralized trading exchanges? This week, founder of Sudoswap, Owen shares with us:
- What is Sudoswap?
- How does Sudoswap’s trading design compare to other NFT platforms?
- How is Sudoswap going to incentivize usage?
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:01:07) – Owen's Background
(00:05:24) – Reason for Building NFT Trading Platform
(00:06:51) – What is SudoSwap
(00:09:44) – How does AMM Work for Trading NFTs
(00:15:43) – Sudoswap’s AMM vs Other Existing NFT AMMs
(00:22:36) – Sudoswap’s Benefits for Users
(00:27:23) – User Incentivization Strategy & Sustainability
----------- Sponsors -------------
dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
----------- More Resources ---------
Guest
0xmons’ Twitter: https://twitter.com/0xmons
Nomad's Twitter: https://twitter.com/sudoswap
Nomad's Website: https://www.sudoswap.xyz/
Blockcrunch
Blockcrunch VIP: https://www.theblockcrunch.com/vip
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast is an educational podcast and newsletter for informational purposes only. The host invest in cryptoassets actively and may hold assets discussed in the newsletter or podcast. All content contained within this podcast is intended for educational purposes only and should not be construed as any form of financial advice. The Blockcrunch Podcast, its associates and affiliates are not liable for any decisions third parties choose to make.
Bridges are critical to a omni-chain future, but the recent bridge hacks totaling $1 billion lost in funds have struck fear in users and many are worried about the security of bridges.
Can Nomad's security-focused bridge be the answer? Founder Pranay shares with us:
- Is there a difference between bridges
and interoperability protocols? - What is the interoperability trilemma?
- What are the different types of bridges available
- Why is Nomad potentially the safest?
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:01:38) – Pranay's Background
(00:03:58) – 3 Overarching Types Of Interoperability Protocols
(00:11:12) – Bridges vs Interoperability Protocols
(00:19:03) – Recent Bridge Exploits
(00:27:11) – Nomad's Optimistically Verified System
(00:30:28) – Nomad's Latency Trade-Off For Security
(00:39:29) – Current State Of Bridges And Competition
----------- Sponsors -------------
CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
----------- More Resources ---------
Guest
Pranay's Twitter: https://twitter.com/pranaymohan
Nomad's Twitter:https://twitter.com/nomadxyz_
Nomad's Website:https://www.nomad.xyz/
Blockcrunch
Blockcrunch VIP: https://www.theblockcrunch.com/vip
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
------------ Disclosures -------------
Disclaimer: The Blockcrunch Podcast is an educational podcast and newsletter for informational purposes only. The host invest in cryptoassets actively and may hold assets discussed in the newsletter or podcast. All content contained within this podcast is intended for educational purposes only and should not be construed as any form of financial advice. The Blockcrunch Podcast, its associates and affiliates are not liable for any decisions third parties choose to make.
Sfermion is NFT-focused fund with managing partners that were early investors of OpenSea
Recently, they raised a $100m fund aimed at accelerating the emergence of an open, decentralized metaverse. In this episode, Founder Andrew Steinwold shares with us:
- What are the 4 NFT sub-markets and their different value-drivers
- How they analyze NFT-investments and Valuation Frameworks as a professional
- Which NFT vertical has the most potential
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:00:22) – Sfermion NFT Fund & Founder Andrew Steinwold
(00:03:58) – Why Specifically NFTs & Why Is He Bullish on NFTs?
(00:12:56) – Investing in NFT vertical
(00:14:53) – 4 Sub-Markets of NFTs
(00:17:11) – Case Study on Somnium Space & CryptoVoxels
(00:22:35) – NFT Valuation Framework
(00:29:00) – NFT Vertical With The Most Potential
(00:36:12) – Metaverse & Competition Between Web 2 & Web 3
(00:44:44) – NFT-Collateralized Loans
----------- Sponsors -------------
CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
----------- More Resources ---------
Guest
Andrew Steinwold's Twitter: https://twitter.com/AndrewSteinwold
Sfermion's Twitter: https://twitter.com/sfermion_
Sfermion's Website: https://www.sfermion.io/
Blockcrunch
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Blockcrunch VIP: https://www.theblockcrunch.com/vip
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
The total market-cap of NFT has hit $18 billion in 2022 - but most of these value are illiquid and NFTs sit idly in wallets.
NFTFi (@NFTfi) unlocks the liquidity of these NFTs by allowing owners to take NFT-collateralized loans. Till date, they have facilitated $128 million over 7000 loans.
In this episode, NFTFi co-founder, Steven Young shares with us:
- Why is unlocking NFT liquidity necessary and how can it help floor prices?
- What are the risks involved for lenders and borrowers?
- Why is NFTFi’s peer-to-peer model the most optimal for NFT-backed loans?
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
(00:00:00) – Introduction
(00:00:27) – Background of NFTfi’s Founders
(00:04:17) – Beginning of NFTfi
(00:06:53) – Projects eligible as collateral
(00:08:15) – Different loan durations and common use-cases (00:14:30) – Liquidation on Loans
(00:19:21) – NFTfi as an execution platform for Liquidity Provision DAOs
(00:21:20) – Whitelisting criteria of NFT projects
(00:24:50) – NFTfi’s competitors and different models
(00:32:14) – Types of lenders and borrowers
(00:36:27) – Future of NFTfi
----------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on https://paraswap.io/blockcrunch
CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
----------- More Resources ---------
Guest
Stephen Young's Twitter: https://twitter.com/stephen_yo?lang=en
NFTFi's Website: https://www.nftfi.com/
NFTFi's Discord: https://t.co/O9hrCgWiL7
Blockcrunch
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Substack: https://jasonchoi.substack.com/
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Bridges facilitate cross-chain asset communication and play an imperative role in a multi-chain future. However, the recent WormHole & Ronin Bridge hack that led to a total loss of close to $1 billion has caused fear in users and led them to wonder - is the future still multi-chain?
In this episode, Dmitriy - Research Partner at 1kx shares with us:
- What are the different kinds of bridges out there and their trade-offs?
- Why is the future is multi-chain and what are the role of bridges?
- Why is he excited about DAOs?
- Other high conviction and contrarian views he has
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Timestamps -------------
0:00 - Podcast Intro
0:52 - Dmitriy's Background
3:42 - High-level Overview of Bridges & Trade-Offs
9:16 - Is Multi-Chain The Future
12:55 - How to Evaluate Bridge to Use
17:44 - Safer Bridge Models and Examples
18:43 - Are Bridges "Tunnels" or Developer Platforms
24:04 - Aggregation of Bridges like with DEXes
27:55 - Bridges that Dmitriy is Bullish On
30:00 - Why Dmitriy is Bullish on DAOs
38:49 - Other High Conviction Thesis & Contrarian Views
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on https://paraswap.io/blockcrunch
CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
----------- More Resources -----------—
Guest
Dmitriy Berezon - https://twitter.com/dberenzon
1kx - https://twitter.com/1kxnetwork
Article on Bridges that Dmitriy wrote - https://twitter.com/dberenzon/status/1435636234211131393
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Over the years, Jason has interviewed 100+ guests on Blockcrunch. This time, he's finally on the show as the guest!
In his first ever LIVE AMA, he shared with us:
- His crypto journey
- Advice for beginners in crypto and aspiring analysts
- Investment frameworks & due diligence process
- Contrarian theses Jason has
Host: Jason Choi @mrjasonchoi . Not financial advice.
----------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
----------- Guests -------------
Jason Choi (Founder of BlockCrunch) https://twitter.com/MrJasonChoi
Javier Ang (Intern at BlockCrunch)
https://twitter.com/JavierAng_
----------- Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group.
All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Back in 2018, Richard saw Opensea’s potential as one of the earliest investors - despite its measly yearly volume of $475k.
In 2021, OpenSea became the largest NFT marketplace and facilitated $15 billion in volume, a 31,578x increase,
In this episode, Richard shares with us:
-
Is the NFT market a bubble?
-
Is it possible to value NFTs like with DeFi protocols?
-
How to identify “Blue-Chip” NFTs?
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
------------ More Resources -------------
Richard Chen's Twitter - https://twitter.com/richardchen39
Chris Dixon - Strong & Weak Technologies: https://cdixon.org/2019/01/08/strong-and-weak-technologies
Richard Chen - How to get exposure to bluechip NFTs without being a whale: https://twitter.com/richardchen39/status/1492260662403284996
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
There’s a seemingly endless horde of new NFT projects - some of them rocket to the moon and some crash and burn. How should you navigate the NFT space?
In this episode, NFT OG DeezeFi shares with us:
- What are some of his biggest wins and losses?
- What are his secrets and framework for evaluating NFTs?
- What are some projects that he believes will appreciate over the next 10 years?
- Can influencers really manipulate the market?
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
------------ Guest -------------
Deeze - https://twitter.com/DeezeFi
NFT Galleries - https://y.at/🦍🤝💪📈
Fractional - https://twitter.com/fractional_art
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
The song "Stand By Me" has made over $60M in royalties alone.
What if you had a slice of that just by being a fan? Music NFTs may allow that. Decent (@decentxyz) is a new startup that package royalties into NFTs. This week, the Decent team joins us and talk:
- Current state of music NFTs
- How Decent lets fans invest in royalties
- Can songs outperform stocks over time?
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
On-Chain Detective ZachXBT built a large following exposing over 40 cases of alleged fraud and questionable ethics in crypto...and he's done it again!
His latest bust of Wonderland is one of the most controversial and has even made Bloomberg headlines. This week, he shares with us:
- His most memorable exposés
- How investors can detect and expose fraud
- Dealing with death threats
- Zach's future targets
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Staking is an important aspect of Proof-Of-Stake blockchains as it ensures security of the network. Despite its importance, the percentage of staked assets continues to fall as asset owners are able to get a higher yields via other DeFi use-cases even without locking their assets.
Claystack makes staking assets more attractive and profitable by providing liquidity and composability of the staked assets across multiple chains. In this episode, Claystack founder Mohak shares with us:
- How is Claystack better than current staking platforms?
- How much more yield can you get with liquid staking derivatives and how?
- What are the different strategies / use-cases possible with ClayStack?
- What are the risks of liquid staking?
Host: Jason Choi @mrjasonchoi . Not financial advice.
----------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
----------- Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Syndicate provides the tools for anyone with a crypto wallet to create an Investment Club in
Will and Ian, the founders of Syndicate, comes on the show to share:
- How the future of VC investing is radically different
- Why Syndicate investment clubs is the future of investing
- Pitfalls and best practices when setting up DAOs?
- CityDAO: the world’s first DAO-governed city
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
After Layer 1s and 2s, a new primitive is capturing the attention of the crypto community: the modular blockchain.
Celestia, the first-mover in this arena, is determined to solve the infamous blockchain trilemma with their unique infrastructure.
Nick White, COO of Celestia, shares with us:
- What exactly is Celestia?
- What is the data availability problem?
- Will Celestia eliminate monolithic chains like Solana?
Host: @mrjasonchoi, may hold assets discussed. Not financial advice
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Jason Kam (@MapleLeafCap) left a lucrative career at a hedge fund to pursue crypto full time. With backing from ParaFi and Dragonfly Capital Partners, Jason launched Folius Ventures to bet big in crypto in 2022 - with a strong focus in China. We discuss:
- Is crypto in China over?
- The 4 trends Folius is betting on
- 3 things projects can do to build a moat
- 5 names Jason is bullish on
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch COINFLEX is a crypto exchange where anyone can be a market maker via its simple AMM+ product. Explore yields up to 800% on Coinflex’s easy-to-use platform: https://coinflex.com/amm
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Bribe Protocol is one of the most controversial investments we’ve made. It allows users to auction their assets out to whoever wants to borrow them to vote on governance proposals - in other words, it enables bribery! We speak with Bribe’s founder, Condorcet, about:
- How is Bribe different from lending protocols?
- What is “voter extractable value”?
- Does Bribe protocol break governance in Web 3?
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance HBAR FOUNDATION: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
With uncertain macro headwinds ahead and liquidity expected to tighten - can crypto still thrive as an asset class?
To prepare investors and founders alike for what might be choppy times ahead, I’m excited to chat with Jordi Alexander, CIO at Selini Capital and veteran trader to discuss:
- Stages of a crypto market cycle
- Why 2022 is unlikely to be bear market, but...
- Opportunities Jordi is paying attention to
- Positioning into 2022
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance HBAR FOUNDATION: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
A must-listen for those interested in or working in DAOs!
Many are skeptical about whether groups of people without traditional org structures can truly collaborate.
To discuss how to scale DAOs to the next level, I’m joined by Jacob Phillips, researcher at Polychain Capital to discuss:
- How much should DAOs spend on hiring?
- What is governance mining and how can DAOs do it?
- What are some DAOs that scaled well, some that didn’t?
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance
HBAR FOUNDATION: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Crypto guilds - entities that sponsor play-to-earn gamers in return for game earnings, have exploded in size.
With multiple guilds trading north of $1B in valuation and a long tail of 4,000+ guilds servicing millions of daily active users, Peter Ing, founder of BlockchainSpace, is seeking to build a hub to manage all of them. We discuss:
- Difference between "Micro guilds" vs. "macro guilds"
- Painpoints facing P2E guilds today
- Are guilds in crypto overly reliant on Axie Infinity?
- Roadmap to 20,000 guilds
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance HBAR FOUNDATION: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Avenged Sevenfold has sold 8M records globally, wrote theme songs for popular video games, and was even nominated for a Grammy. But issuing their own NFT? That’s probably the last thing their fans expected!
Today, I’m joined by celebrated guitarist Synyster Gates to discuss Avenged’s “Deathbat” NFT. We chat about:
- How to use NFTs to engage fans
- How Web 3 can disrupt royalties and streaming
- Embracing innovation as a metal band
- Syn’s personal journey in crypto
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance
HEDERA HASHGRAPH: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
DAOs have grown 660% in the past 2 years, with ~1M DAO members globally controlling over $17B in treasury assets.
Surprisingly, there isn’t a a platform to manage DAOs financially...until now.
Utopia Labs, fresh off a raise from Coinbase, is building the OS for DAOs.
We discuss:
- Employees vs. contractors: what type of labor do DAOs need?
- Major players in the DAO infra space
- Why Web 2 incumbents (Gusto, Stripe) can’t compete in Web 3
- Secrets of onboarding DAOs
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance
HEDERA HASHGRAPH: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Enso, a DeFi project allowing users to create their own index funds, is launching a vampire attack against 6 projects.
By providing incentives for users of other products to port over, Enso is planning to "steal" over $400M in deposits from rival protocols.
Will this work? Co-founder Connor Howe joins me in discussing:
- How to pull off a vampire attack
- The future of social and gamefied investing
- What vampire attacks mean for open source innovation
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance
HBAR FOUNDATION: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Did you know there are more than 50 bridging projects in crypto today? With DeFi, NFTs growing on blockchains outside of Ethereum, it makes sense for cross-chain bridges to receive the attention of investors and users alike.
I'm excited to have Philipp Zentner, founder of bridge aggregator Li-Finance, explain:
- The different types of crypto bridges
- Why aggregation is needed in crypto bridges
- Being a B2B bridge vs. a B2C bridge
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance
HBAR FOUNDATION: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
This week, we discuss the most controversial and exciting DeFi proposal to date...a plan to merge two protocols worth $1 BILLION combined: Fei and Rari.
In this cross-production with the I Pledge Allegiance podcast, joined by Derek Hsue (Reverie), Joey Santoro (Fei Protocol) and Jai Bhavani (Rari Protocol) break down:
- Why is Fei merging with Rari?
- How to combine two mature DeFi communities
- How do you merge two tokens? Will $RGT lose its value?
- Pushbacks and comments from community
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance
HBAR FOUNDATION: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Multi chain is now a reality. Cross-chain infrastructure - which allows developers to build applications across blockchains like Ethereum and Solana - is receiving millions in venture funding. To understand how this unfolds, I spoke with Bryan Pellegrino, co-founder of LayerZero Labs on:
- How tomorrow's dapps will be completely different
- Why bridges today are insufficient
- Why future dapps will use multiple chains
- Trade offs between IBC, custodial bridges, light clients
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance
HBAR FOUNDATION: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
At the core of DeFi 2.0 - the term that's coined by many in crypto to describe a new wave of DeFi protocols - is a project called Fei.
Sitting on a treasury of $1B+, Fei has championed many new concepts in DeFi, including novel ways to achieve capital efficiency.
Founder Joey Santoro (@joey__santoro) joins me in sharing:
- The largest public raise in DeFi...and how it all went wrong
- How Fei will be the stablecoin for all DAOs
- "Protocol controlled liquidity" and DeFi 2.0
- What Fei plans to do with its $1B treasury
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance
HBAR FOUNDATION: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Are social tokens the next big thing in crypto? Facebook stepping into the Metaverse is just the beginning; we are about to see creators and consumers alike step into Web 3 in a scale never seen before. To explore what social tokens are, we invite Bradley Miles, founder of Roll, to discuss:
- The creator economy: what is it?
- What is the emerging social token stack
- How creators are using social tokens today
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance
HBAR FOUNDATION: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Beta Finance is building a permissionless protocol for people to easily short overheated tokens. Incubated by Alpha and Binance Launchpad, Beta recently garnered a lot of attention by allowing users to short NFD, a fractionalized NFT of a doge painting.
I'm joined by founder Allen (@handle) to talk about
- The importance of shorting in DeFi
- How Beta works vs. Rari Fuse, Sushi's Kashi and other protocols
- Miner-extractable value in shorting onchain
Host: mrjasonchoi. Not financial advice. Disclaimer: Spartan Capital is an investor in Beta Finance and holds Beta tokens.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
NOTIONAL: Borrow & lend at fixed rates for up to 1 year, or contribute liquidity to earn interest, fees, & NOTE token incentives with notional.finance
HEDERA HASHGRAPH: Fund your project quickly and easily with the HBAR Foundation. Apply for a grant and be put on the fast track to success at https://www.hbarfoundation.org/apply
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
What is the cost of decentralization? Are VCs bad for crypto?
Sushiswap's legendary CTO @JosephDelong joins us for an in-depth discussion on the controversial proposed fundraise for Sushi, known as "Phantom Troupe", as well as the latest developments in Sushi. We discuss:
- How do decentralized projects decide what to build?
- How does Sushi balance community governance and efficiency?
- Why does DeFi seem to hate VCs?
Host: Jason Choi @mrjasonchoi . Not financial advice.
- ----------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
- ----------- Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
DAOs are the next big opportunity in crypto. This week, full time DAO advisor @Cooopahtroopa joins us for a definitive crash course in DAOs. We discuss:
- What makes a DAO, who are the main players?
- 30+ tools and tactics to create your own DAO
- Common pitfalls facing DAOs today
- 11 DAOs to watch out for
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Within a month, the total value deposited across Avalanche projects grew over 1000% to $9B.
As an investor, this obviously caught my attention, and I'm excited to have Jay Kurahashi-Sofue (@jkays17) and Nick Mussallem (@_nMoose) from Ava Labs share their learnings on achieving rapid growth in crypto.
- Small UX decisions that grew value by billions
- How to deploy grants for lasting impact
- What email & Uber teach us about abstraction and incentives in Layer 1s
- How to cater to DeFi natives and institutions
- What people underestimate about Avalanche
Host: @mrjasonchoi. Not financial advice.
Since its inception, Multicoin Capital has made multiple highly public and successful bets in crypto including being one of the first and largest investors in Solana.
3 years and multiple 1000x bets later, Kyle Samani (@KyleSamani), Managing Partner at Multicoin, joins me once again to discuss:
- Finding contrarian bets, and when to know you're wrong
- What went right with the Solana bet; what went wrong with the EOS bet
- How Kyle sizes bets and when to double down
- How Multicoin separates decisions and outcomes
- Which 1 ecosystem excites Kyle beyond Solana
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Many users come to DeFi for its high yields - but are they sustainable?
In this episode, we chat with Teddy Woodward, ex-trader and founder of Notional, a fixed rate protocol offering a new class of financial products for a new class of DeFi users. We explore:
- How to tokenize cash flows, and why it matters
- The emerging fixed rate protocol space
- fCash: a new DeFi primitive
- Whether DeFi yields can sustain over the long term
Host: @mrjasonchoi. No Financial Advice.
Resources:
- https://medium.com/sensefinance/designing-yield-tokens-d20c34d96f56
- https://medium.com/notional-finance/notional-v2-launch-update-b2595990428
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Many crypto industry titans - including Vitalik Buterin - believe ZK Rollups are the key to Ethereum's scalability. With DeFi exchange dYdX generating over $2 BILLION in daily volume on Starkware, a ZK Rollup solution, I'm excited to chat with Starkware founders about:
- Why ZK-Rollups are the future vs. other Layer 2s
- Starkware vs. Optimism vs. Arbitrum: who wins?
- Can Fast Layer 1s like Solana compete with Starkware?
Host: Jason Choi @mrjasonchoi . Not financial advice.
------------ Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------ Disclosures -------------
Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Would you pay $30-$40,000 for a few lines of text against a black background?
That's precisely what buyers of Loot - the latest NFT to capture the attention of the entire crypto space - are doing.
I'm joined by early Loot adopters and crypto investors Jon Kol (@thePalenimbus) and Angie Dalton (@Daltonan).
We discuss:
- Loot's origins and ties to MMORPG games
- "Meta-games": the new wave of crypto gaming?
- Will gaming studios contribute to open source games?
- What's next for Loot
------------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries
Fresh off a $120M raise, Arbitrum is the latest project to significantly scale Ethereum's capacity.
How does Arbitrum work at a technical level? What is an optimistic rollup and how does it compare with ZK-rollups? What are the trade offs Arbitrum makes?
Arbitrum (@arbitrum) co-founder Steven Goldfeder (@sgoldfed) and director and AJ Warner (@ajwarner90) join us in one of our most important interviews to date.
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidia
The Play to Earn revolution is here!
Yield Guild Games is the largest gaming guild today. Valued at $8B, the DAO supports 5,000 scholars in playing emerging "play to earn" games.
Founder Gabby Dizon (@GabbyDizon) shares his secrets in how YGG works, tactics in how he scaled, and what future games he's excited for besides Axie Infinity.
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidia
Fresh off a $11M raise, Qredo (@QredoNetwork) is building the first, truly decentralized custody solution for the crypto industry.
CTO Brian Spector joins us in this mind-blowing conversation spanning decades in cryptography, cryptocurrencies and the current pitfalls of major custody providers today.
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidia
Tranchess (@tranchess) is a new structured DeFi product offering a fixed income and Bitcoin exposure to users.
Within one week of its launch, Tranchess has attracted $500M of capital in the protocol. I invited Tranchess co-founder, Danny Chong, to discuss the tranche product landscape, who are the next big wave of users in DeFi, and the challenges of creating sustainable protocol incentives.
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidia
I'm excited to be joined by my friend Calvin Chu (@calchulus), former core team at Binance.
At Binance, Calvin helmed initiatives such as Launchpad, and is now leveraging his experience to start IMPOSSIBLE FINANCE, a decentralized incubator for new crypto projects.
We discuss what it takes to launch a successful token, regulatory compliance, and the landscape for decentralized launchpads.
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidia
High fees on Ethereum is a persistent problem.
Founders of Ethereum Gas Limit (EGL), Eleni (@EleniThinks) and Uri (@UriKlarman), join us in discussing:
- How miners control Ethereum's gas limit today
- How it affects network fees
- How EGL coordinate gas limit effectively
- Implications with EIP 1559
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidia
DeFiance Capital is one of the first hedge funds that champion "fundamentals investing" - focusing less on market structure and technical analysis, more on things such as protocol revenues and user growth when formulating their trades.
Founder Arthur Cheong (Arthur0x) joins me in discussing:
- Finding conviction in bear markets
- Finding valuation frameworks that matter in crypto
- How Arthur identifies successful projects
- Why DeFi is Arthur's primary focus
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidia
Perpetual Protocol, a decentralized derivatives exchange, is processing $100M in volume daily and one of the fastest growing DeFi projects. We invite their team on Blockcrunch to discuss
- Innovations in onchain derivatives design
- Creating sustainable incentives for adoption
- "Curie": the newest update in Perpetual
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidia
In our bi-weekly recap for the most important events in crypto, we talk about:
- Mega-deal recap: FTX, Circle, Sorare & OpenSea
- Community vs. Evil VCs: Sushi Strategic Raise
- Ethereum Time Bandit: Existential threat or overreaction?
Hosts: Jason Choi (@mrjasonchoi), General Partner at Spartan Capital, and Saneel Sreeni (@sanlsrini), Junior Partner at Dragonfly Capital. This show is not financial advice; show host and guest may hold some of the assets discussed.
Resources:
- Sushi strategic raise forum
- MGNR thread on options pricing
- Saneel's post on MEV
- Paradigm's post on Ethereum reorgs
------------Disclosures------------
Jason Choi is a General Partner at Spartan Capital, and Saneel Sreeni is an investor at Dragonfly Capital. All opinions expressed by Jason and Saneel are solely their own opinions and do not reflect the opinion of The Spartan Group, Dragonfly Capital and/or any of their subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Mike Sall (@sall) is the co-founder of Goldfinch, a decentralized credit protocol lending to emerging markets and one of my favorite projects in the space. Mike and I discuss:
- Finding conviction as a founder
- How Goldfinch tackles distribution uniquely where others have failed
- Challenges of scaling a decentralized credit fund
- How Goldfinch got to its current traction
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that allows you to go long or short with up to 10x leverage. Also, they have just released zero-gas-deposits in addition to their near zero gas fees for trading. Visit perp.exchange/blockcrunch today to start trading.
PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidia
Uniswap is now a 10 BILLION dollar behemoth. Hashflow has launched to challenge for the mantle of the leading DeFi exchange. Will it succeed?
Founder Varun Kumar(@GandalfTheBr0wn) and Haseeb Qureshi of Dragonfly Capital (@hosseeb), an investor in Hashflow, joins us in discussing:
- How Hashflow beats Uniswap in pricing
- Hashflow vs. 0x RFQ
- Trade offs of the Hashflow design
- Why there may be more than one winner in dex's
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that allows you to go long or short with up to 10x leverage. Also, they have just released zero-gas-deposits in addition to their near zero gas fees for trading. Visit perp.exchange/blockcrunch today to start trading.
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidia
Regulations are coming for DeFi.
With the recent comments from the SEC, CFTC, FATF and the rest of the regulator alphabet soup - where is DeFi headed? DeFi's star lawyer and Compound Labs General Counsel,
Jake Chervinsky (@jchervinsky) joins us in discussing:
- Why SEC is open-minded about DeFi
- CFTC's hostile stance towards DeFi exchanges
- How FATF's "travel rule" affects everyone Will regulations end DeFi as we know it?
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that allows you to go long or short with up to 10x leverage. Also, they have just released zero-gas-deposits in addition to their near zero gas fees for trading. Visit perp.exchange/blockcrunch today to start trading.
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. figment.io
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
In our bi-weekly recap for the most important events in crypto, we talk about:
-
China Regulations - should we be worried?
-
Mark Cuban rug pulled by Iron Finance - what happened?
-
Saddle, Curve and Alchemix - the first protocol lawsuit?
Hosts: Jason Choi (@mrjasonchoi), General Partner at Spartan Capital, and Saneel Sreeni (@sanlsrini), Junior Partner at Dragonfly Capital. This show is not financial advice; show host and guest may hold some of the assets discussed.
------------Disclosures------------
Jason Choi is a General Partner at Spartan Capital, and Saneel Sreeni is an investor at Dragonfly Capital. All opinions expressed by Jason and Saneel are solely their own opinions and do not reflect the opinion of The Spartan Group, Dragonfly Capital and/or any of their subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Fixed income is a hundred trillion dollar industry that's crucial to our existing financial world. Why hasn't fixed income taken off in DeFi yet? Is it the next big opportunity in crypto?
TN (@TN_Pendle), founder of Pendle Finance, joins us in discussing:
- Current landscape of fixed income in DeFi
- How Pendle tokenizes DeFi yield
- The interest rate market opportunity in DeFi
- Product market fit for yield protocols
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that allows you to go long or short with up to 10x leverage. Also, they have just released zero-gas-deposits in addition to their near zero gas fees for trading. Visit perp.exchange/blockcrunch today to start trading.
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. figment.io
SOLANA: The Solana ecosystem is growing at a rapid pace and it’s a great place to build your project or get involved with the community. Go to solana.com/blockcrunch to learn more!
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Alpha Finance is building an incubator for new DeFi projects. Founder Tascha (@Tascha_panpan) joins us in discussing:
- Why Alpha is the Y-Combinator of DeFi
- The compounding token value for $ALPHA
- Projects Alpha are incubating
- Post-mortem of protocol event with Cream
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that allows you to go long or short with up to 10x leverage. Also, they have just released zero-gas-deposits in addition to their near zero gas fees for trading. Visit perp.exchange/blockcrunch today to start trading.
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. figment.io
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
In this 30-minute recap for all things crypto, we talk about:
- CFTC on DeFi - are DeFi companies in trouble?
- El Salvador and Bitcoin - what happened?
- Curve v2 - is it going to eat Uniswap v3?
Hosts: Jason Choi (@mrjasonchoi), General Partner at Spartan Capital, and Saneel Sreeni (@sanlsrini), Junior Partner at Dragonfly Capital.
This show is not financial advice; show host and guest may hold some of the assets discussed.
- ------------Disclosures------------
Jason Choi is a General Partner at Spartan Capital, and Saneel Sreeni is an investor at Dragonfly Capital. All opinions expressed by Jason and Saneel are solely their own opinions and do not reflect the opinion of The Spartan Group, Dragonfly Capital and/or any of their subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
DAOs are coming to the Metaverse.
Jenny DAO is one of the first projects to combine the concept of DAOs and NFTs by allowing community members to own fractional shares of digital collectibles they vote on. Jae Chung, early contributor to Jenny DAO (@JennyMetaverse), joins us in discussing:
- Why community ownership for NFTs is the future
- Investing in fractionalized NFTs
- Jenny vs. other similar DAOs
- Utility of the uJenny token
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that allows you to go long or short with up to 10x leverage. Also, they have just released zero-gas-deposits in addition to their near zero gas fees for trading. Visit perp.exchange/blockcrunch today to start trading.
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. figment.io
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Crypto markets just fell off a cliff following a slew of negative headlines
Zaheer Ebtikar (@SplitCapital), a prominent full-time crypto native trader for 3 years, joins us in deciphering the recent events:
- How do professional traders interpret China regulations, Elon Musk's back-and-forth around Bitcoin?
- What separates pro traders from novices in crypto?
- How can teams, investors and traders protect against tail risks in crypto markets?
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that allows you to go long or short with up to 10x leverage. Also, they have just released zero-gas-deposits in addition to their near zero gas fees for trading. Visit perp.exchange/blockcrunch today to start trading.
AAVE: Aave is a decentralised, open source, and non-custodial protocol where users can deposits and borrow digital assets, and earn interest on those assets. Head over to aave.com to experience and learn more about DeFi
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. figment.io
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Algorithmic stablecoins like Ampleforth, Terra Luna, and Yam have had varying degrees of success - but what is the ideal model?
Sam (@SamKazemian) , founder of Frax, a partially-collateralized algo stablecoin, joins us in discussing:
- Current landscape of algo stablecoins
- Why he thinks Frax's model is superior
- Trade offs made by Frax's partial collateral model
- Use cases for algo stables beyond speculation
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that allows you to go long or short with up to 10x leverage. Also, they have just released zero-gas-deposits in addition to their near zero gas fees for trading. Visit perp.exchange/blockcrunch today to start trading.
AAVE: Aave is a decentralised, open source, and non-custodial protocol where users can deposits and borrow digital assets, and earn interest on those assets. Head over to aave.com to experience and learn more about DeFi
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. figment.io
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Privacy in DeFi (or lack thereof) is a real challenge, but Secret Network promises to solve that by brining encryption to Ethereum transactions. Tor Bair, founder of the Secret Foundation (@TorBair) joins us in discussing why privacy matters, and the tenuous balance between data protection and the risks of money laundering.
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that allows you to go long or short with up to 10x leverage. Also, they have just released zero-gas-deposits in addition to their near zero gas fees for trading. Visit perp.exchange/blockcrunch today to start trading.
AAVE: Aave is a decentralised, open source, and non-custodial protocol where users can deposits and borrow digital assets, and earn interest on those assets. Head over to aave.com to experience and learn more about DeFi
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. figment.io
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
One of the biggest updates to DeFi is here - the launch of Uniswap's groundbreaking v3. But how does it work? What are its tradeoffs? How will it affect DeFi? Former quant trader, DeFi power user and developer Will Sheehan (@willburforce_) joins us in answer any questions you have about Uniswap v3, and the wider DeFi landscape.
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that allows you to go long or short with up to 10x leverage. Also, they have just released zero-gas-deposits in addition to their near zero gas fees for trading. Visit perp.exchange/blockcrunch today to start trading.
AAVE: Aave is a decentralised, open source, and non-custodial protocol where users can deposits and borrow digital assets, and earn interest on those assets. Head over to aave.com to experience and learn more about DeFi
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. figment.io
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
This week, my friend Ben Sparango (@bennybitcoins), currently growth at Solana and former investment analyst at Multicoin Capital, turns the spotlight on me.
Ben interviews me on how I got into crypto, discusses my current investment thesis around DeFi, and my journey helping scale Spartan Capital from a $9M to a $200M fund.
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that charges extremely low gas fees for trading and allows up to 10x leverage. They offer the most perpetuals of any platform in Defi, including BTC, ETH, SUSHI, AAVE, LINK, etc. Visit perp.exchange/blockcrunch to start trading.
AAVE: Aave is a decentralised, open source, and non-custodial protocol where users can deposits and borrow digital assets, and earn interest on those assets. Head over to aave.com to experience and learn more about DeFi
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. figment.io
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Legacy finance and DeFi are slowly converging, with massive industries beginning to explore public blockchain networks for novel use cases.
Tushar Aggarwal (@Tushar307) joins me in discussing Persistence - one of the most anticipated projects in the Cosmos ecosystem, that's tapping into the trillion-dollar trade finance market.
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that charges extremely low gas fees for trading and allows up to 10x leverage. They offer the most perpetuals of any platform in Defi, including BTC, ETH, SUSHI, AAVE, LINK, etc. Visit perp.exchange/blockcrunch to start trading.
AAVE: Aave is a decentralised, open source, and non-custodial protocol where users can deposits and borrow digital assets, and earn interest on those assets. Head over to aave.com to experience and learn more about DeFi
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. figment.io
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
The Solana ecosystem has been receiving more attention lately. We cut through the hype and talk to Raydium, one of the projects building a decentralized exchange on Solana.
- Is Raydium just a Uniswap fork on Solana, or more? - What Raydium can do that Ethereum DeFi dapps cannot - Raydium's controversial governance proposal to Sushiswap
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
PERPETUAL PROTOCOL is a fully on-chain exchange built on Ethereum and xDai that charges extremely low gas fees for trading and allows up to 10x leverage. They offer the most perpetuals of any platform in Defi, including BTC, ETH, SUSHI, AAVE, LINK, etc. Visit perp.exchange/blockcrunch to start trading.
AAVE: Aave is a decentralised, open source, and non-custodial protocol where users can deposits and borrow digital assets, and earn interest on those assets. Head over to aave.com to experience and learn more about DeFi
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. figment.io
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Risk-tranching protocols are coming to DeFi, and aiming to tap into the $100T fixed income market. Saffron Finance's developer (@psykeeper_) joins us in breaking down:
- Why tranching is the next big trend in DeFi - The risk-tranching landscape in crypto - How the $SFI token works
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
CRYPTO.COM: Crypto.com serves 10M+ customers, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. On the Crypto.com Exchange, you can buy coins at up to 50% off and mine the hottest DeFi tokens in one-click. Plus, you get paid a 2% deposit bonus, and up to 10% APR of interest by staking CRO! Sign up for the Crypto.com Exchange.
AAVE: Aave is a decentralised, open source, and non-custodial protocol where users can deposits and borrow digital assets, and earn interest on those assets. Head over to aave.com to experience and learn more about DeFi
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. figment.io
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Every other month a new "algorithmic currency" is created in crypto - and one of the latest, Olympus, launched to a whopping $60M market cap. By listener request, the anonymous developers behind Olympus (@OlympusDAO) joins us in breaking down:
- What sets OHM apart from other algo currencies? - How will OHM maintain stability? - Are there any use cases for OHM beyond speculation?
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
------------- Sponsors -------------
CRYPTO.COM: Crypto.com serves 10M+ customers, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. On the Crypto.com Exchange, you can buy coins at up to 50% off and mine the hottest DeFi tokens in one-click. Plus, you get paid a 2% deposit bonus, and up to 10% APR of interest by staking CRO! Sign up for the Crypto.com Exchange.
AAVE: Aave is a decentralised, open source, and non-custodial protocol where users can deposits and borrow digital assets, and earn interest on those assets. Head over to aave.com to experience and learn more about DeFi
FIGMENT: If you have crypto that you want to stake and want to manage it in one place, Figment supports 30 blockchains including Ethereum, Polkadot and Solana. Figment supports both funds and individual investors. Head on over to https://figment.io/ to learn more
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
UMA is one of the most ambitious projects in DeFi.
From "KPI Options" to novel synthetic assets, UMA is keen to push the envelope on what is possible in DeFi. Former Goldman Sachs trader and UMA founder Hart Lambur (@hal2001) joins us in breaking down:
- How UMA works - What KPI options are and why they'll be core to DeFi - What developers are building with UMA today
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
CRYPTO.COM: Crypto.com serves 10M+ customers, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings.
On the Crypto.com Exchange, you can buy coins at up to 50% off and mine the hottest DeFi tokens in one-click. Plus, you get paid a 2% deposit bonus, and up to 10% APR of interest by staking CRO! Sign up for the Crypto.com Exchange.
AAVE: Aave is a decentralised, open source, and non-custodial protocol where users can deposits and borrow digital assets, and earn interest on those assets. Head over to aave.com to experience and learn more about DeFi.
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO
Creative Commons — Attribution 3.0 Unported — CC BY 3.0
Free Download / Stream: https://bit.ly/underground-stars
Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Last week, a group of pseudonymous developers raised $8M from leading investors in crypto to build a completely new way to borrow and lend in DeFi.
Developer Scoopy (@scupytrooples) joins us in dicussing what Alchemix is, how it adds a new design space to DeFi, and why he thinks Alchemix will become a major pillar in DeFi.
Host: @mrjasonchoi
------------- Sponsors -------------
CRYPTO.COM: Crypto.com serves 10M+ customers, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. On the Crypto.com Exchange, you can buy coins at up to 50% off and mine the hottest DeFi tokens in one-click. Plus, you get paid a 2% deposit bonus, and up to 10% APR of interest by staking CRO! Sign up for the Crypto.com Exchange.
AAVE: Aave is a decentralised, open source, and non-custodial protocol where users can deposits and borrow digital assets, and earn interest on those assets. Head over to aave.com to experience and learn more about DeFi.
------------- Disclosures -------------
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download /
Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
-------------Disclaimer -------------
Jason Choi is an investor at Spartan Capital (HK) Limited, the investment arm of 99 Duxton Limited (The Spartan Group). All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
In the past 3 months, decentralized exchange Bancor has almost 6x its market share against market leader, Uniswap. Nate (@NateHindman) and Mark (@MBRichardson87) from the Bancor team join us this week to discuss:
- What's behind Bancor's explosive growth
- Bancor vs. Uniswap vs. Sushiswap
- How Bancor v2 solves impermanent loss
- Trade offs of the Bancor design
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
CRYPTO.COM: Crypto.com serves 10M+ customers, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. On the Crypto.com Exchange, you can buy coins at up to 50% off and mine the hottest DeFi tokens in one-click. Plus, you get paid a 2% deposit bonus, and up to 10% APR of interest by staking CRO! Sign up for the Crypto.com Exchange.
AAVE: Aave is a decentralised, open source, and non-custodial protocol where users can deposits and borrow digital assets, and earn interest on those assets. Head over to aave.com to experience and learn more about DeFi.
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Richard Chen, (@richardchen39), partner at one of the first crypto venture funds, 1confirmation, joins us in breaking down all things NFTs. We discuss:
- Are memes viable investment theses?
- Do NFTs rely too much on centralized marketplaces?
- How Richard identifies NFTs that will grow in value
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
CRYPTO.COM: Crypto.com serves 10M+ customers, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. On the Crypto.com Exchange, you can buy coins at up to 50% off and mine the hottest DeFi tokens in one-click. Plus, you get paid a 2% deposit bonus, and up to 10% APR of interest by staking CRO! Sign up for the Crypto.com Exchange.
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Acala, the anticipated project building on Polkadot, is building a hub for DeFi. Founders Bette Chen (@bettechentt) and Ruitao Su (@ruitao_su) joins us this week in breaking down:
- Building DeFu on Ethereum vs. Polkadot
- Why Acala chose Polkadot over other chains
- Staking derivatives as the next big opportunity in DeFi
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
CRYPTO.COM: Crypto.com serves 10M+ customers, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. On the Crypto.com Exchange, you can buy coins at up to 50% off and mine the hottest DeFi tokens in one-click. Plus, you get paid a 2% deposit bonus, and up to 10% APR of interest by staking CRO! Sign up for the Crypto.com Exchange. BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks.
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
I've been a vocal skeptic of NFTs as investments in the long term. To challenge my view, veteran crypto VC and ex-Coinbase early employee, Nick Tomaino (@NTMoney), joins us to debate:
- How do you value digital collectibles?
- The enforceability of moats in NFTs
- Are NFTs in a bubble?
- How large is the NFT opportunity?
- NFT projects Nick is most excited about
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
CRYPTO.COM: Crypto.com serves 10M+ customers, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. On the Crypto.com Exchange, you can buy coins at up to 50% off and mine the hottest DeFi tokens in one-click. Plus, you get paid a 2% deposit bonus, and up to 10% APR of interest by staking CRO! Sign up for the Crypto.com Exchange. BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks.
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Crypto is evolving rapidly as an asset class - analysts now have to wade through terabytes of data to surface opportunities that may generate alpha. At the center of this is Dune Analytics, a community-driven data platform favored by crypto diehards.
Founder Frederik Haga (@hagaetc) joins us to discuss:
- How do analysts generate alpha from onchain data?
- Why data dashboards are the new financial reports
- What is community driven data?
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
CRYPTO.COM: Crypto.com serves 5M+ customers, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. On the Crypto.com Exchange, you can buy coins at up to 50% off and mine the hottest DeFi tokens in one-click. Plus, you get paid a 2% deposit bonus, and up to 10% APR of interest by staking CRO! Sign up for the Crypto.com Exchange. BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks.
RADIX: Radix is the first layer-one protocol specifically built to serve DeFi. Decentralized finance applications are currently built on protocols that are not fit for purpose, leading to congestion, hacks and developer frustration. Radix changes this by introducing a scalable, secure-by-design, composable platform with a DeFi specific build environment to make it easy to build and launch scalable DeFi. Find out more at www.radixdlt.com
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
This week, I'm joined by the two young entrepreneurs behind Rari Capital, Jai Bhavnani (@jai_bhavnani) and Jack Lipstone (@JackLipstone), to talk all things DeFi and yield. We discuss:
- What are the moats for yield aggregators?
- Rari Capital's focus on UX and security
- Strategies for retaining users in DeFi
- The sustainability of DeFi yields
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
CRYPTO.COM: Crypto.com serves 5M+ customers, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. On the Crypto.com Exchange, you can buy coins at up to 50% off and mine the hottest DeFi tokens in one-click. Plus, you get paid a 2% deposit bonus, and up to 10% APR of interest by staking CRO! Sign up for the Crypto.com Exchange. BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks.
RADIX: Radix is the first layer-one protocol specifically built to serve DeFi. Decentralized finance applications are currently built on protocols that are not fit for purpose, leading to congestion, hacks and developer frustration. Radix changes this by introducing a scalable, secure-by-design, composable platform with a DeFi specific build environment to make it easy to build and launch scalable DeFi. Find out more at www.radixdlt.com
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
With DeFi ballooning into a $70B phenomenon, a lot of attention has turned to The Graph, an indexing protocol supporting the most popular DeFi projects. The Graph business lead Tegan Kline (@theklineventure) joins us in discussing:
- What is an "indexing protocol"?
- Why is The Graph the most used project in crypto
- What are parallel services/ companies in the non-crypto world?
- How does the $GRT token work
Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
CRYPTO.COM: Crypto.com serves 5M+ customers today, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. The Crypto.com Visa Card gives you up to 8% cashback instantly, and 100% back on Spotify and Netflix. Get $25 worth of CRO when you download the Crypto.com App with code BLOCKCRUNCH and stake 5,000 CRO or more to reserve a metal card! BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks.
RADIX: Radix is the first layer-one protocol specifically built to serve DeFi. Decentralized finance applications are currently built on protocols that are not fit for purpose, leading to congestion, hacks and developer frustration. Radix changes this by introducing a scalable, secure-by-design, composable platform with a DeFi specific build environment to make it easy to build and launch scalable DeFi. Find out more at www.radixdlt.com
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
When will institutions get excited about crypto beyond Bitcoin? Richard Galvin (@richwgalvin), founder of Sydney-based Digital Asset Capital Management, a top-performing fund in the past few years, join us to share his take as a former trad-fi investor turned crypto fund manager:
- Why "composable yield" will drive trillions to crypto
- What projects DACM are betting on
- Richard's 2021 crypto market outlook
Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
CRYPTO.COM: Crypto.com serves 5M+ customers today, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. The Crypto.com Visa Card gives you up to 8% cashback instantly, and 100% back on Spotify and Netflix. Get $25 worth of CRO when you download the Crypto.com App with code BLOCKCRUNCH and stake 5,000 CRO or more to reserve a metal card! BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks.
RADIX: Radix is the first layer-one protocol specifically built to serve DeFi. Decentralized finance applications are currently built on protocols that are not fit for purpose, leading to congestion, hacks and developer frustration. Radix changes this by introducing a scalable, secure-by-design, composable platform with a DeFi specific build environment to make it easy to build and launch scalable DeFi. Find out more at www.radixdlt.com
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
In Part 2 of our discussion about algorithmic stablecoins, we are joined once again by Mechanism Capital analyst Ben Simon(@benjaminsimon97) to break down:
- Why some current algo stablecoins do not work
- Projects in the vertical that Ben is bullish on
- The investment opportunity for algo coins
Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
CRYPTO.COM: Crypto.com serves 5M+ customers today, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. The Crypto.com Visa Card gives you up to 8% cashback instantly, and 100% back on Spotify and Netflix. Get $25 worth of CRO when you download the Crypto.com App with code BLOCKCRUNCH and stake 5,000 CRO or more to reserve a metal card! BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks.
RADIX: Radix is the first layer-one protocol specifically built to serve DeFi. Decentralized finance applications are currently built on protocols that are not fit for purpose, leading to congestion, hacks and developer frustration. Radix changes this by introducing a scalable, secure-by-design, composable platform with a DeFi specific build environment to make it easy to build and launch scalable DeFi. Find out more at www.radixdlt.com
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Algorithmic stablecoins like Ampleforth, Basis Cash, Empty Set Dollar and Frax are all the rage...but do these ostensible "ponzi" games have have any lasting value? In Part 1 of our 2 part series, Mechanism Capital analyst Ben Simon(@benjaminsimon97) joins us in discussing:
- The economic origins of algorithmic stablecoins
- The main trade offs of algo stable models
- How algo stables compare to other trustless stablecoins
- Ampleforth vs. Basis Cash
Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
------------- BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks.
RADIX: Radix is the first layer-one protocol specifically built to serve DeFi. Decentralized finance applications are currently built on protocols that are not fit for purpose, leading to congestion, hacks and developer frustration. Radix changes this by introducing a scalable, secure-by-design, composable platform with a DeFi specific build environment to make it easy to build and launch scalable DeFi. Find out more at www.radixdlt.com
NEXO: Borrow and lend crypto at market-beating rates: Nexo.io
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
0x Protocol is one of the earliest decentralized exchange protocols. With more competition, increasing regulatory scrutiny and billions more in value in DeFi, we revisit the project after 2 years with Head of Growth Clay Robbins (@crabbylions):
- How does 0x compete with new decentralized exchanges?
- Will FinCEN's KYC rule affect dex's?
- How to bootstrap growth as a dex
Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
------------- BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks.
RADIX: Radix is the first layer-one protocol specifically built to serve DeFi. Decentralized finance applications are currently built on protocols that are not fit for purpose, leading to congestion, hacks and developer frustration. Radix changes this by introducing a scalable, secure-by-design, composable platform with a DeFi specific build environment to make it easy to build and launch scalable DeFi. Find out more at www.radixdlt.com
NEXO: Borrow and lend crypto at market-beating rates: Nexo.io
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
With Coinbase filing to go public, crypto exchanges have hit an inflection point. Amid increasing regulatory scrutiny and institutional interest, what will it take to win the exchange game? Bittrex Global's COO Stephen Stonberg joins us to discuss:
- Why the "Amazon Moment" for Crypto exchanges is now
- Why compliant exchanges will win over nimbler competitors
- Moats exchanges need to build
Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
------------- BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks.
RADIX: Radix is the first layer-one protocol specifically built to serve DeFi. Decentralized finance applications are currently built on protocols that are not fit for purpose, leading to congestion, hacks and developer frustration. Radix changes this by introducing a scalable, secure-by-design, composable platform with a DeFi specific build environment to make it easy to build and launch scalable DeFi. Find out more at www.radixdlt.com
NEXO: Borrow and lend crypto at market-beating rates: Nexo.io
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Barnbridge, a new DeFi primitive that lets people structure complex financial products, recently caught the attention of DeFi founders and investors alike. Barnbridge founders join us in discussing:
- Why fixed income is the next big opportunity in DeFi
- What are risk tranches and why do they matter?
- How Barnbridge opens a new design space for DeFi
Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
------------- BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks.
RADIX: Radix is the first layer-one protocol specifically built to serve DeFi. Decentralized finance applications are currently built on protocols that are not fit for purpose, leading to congestion, hacks and developer frustration. Radix changes this by introducing a scalable, secure-by-design, composable platform with a DeFi specific build environment to make it easy to build and launch scalable DeFi. Find out more at www.radixdlt.com
NEXO: Borrow and lend crypto at market-beating rates: Nexo.io
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
1inch, the DeFi exchange aggregator, has facilitated almost $7B in trading volumes less than a year from inception. Founders Sergei (@deacix) and Anton (@k06a) join us to talk about one of the hottest projects in DeFi.
- How 1inch grew from $0 to $7B
- Strategic moats for aggregator businesses
- Value accrual for 1inch token
Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors
------------- BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks.
RADIX: Radix is the first layer-one protocol specifically built to serve DeFi. Decentralized finance applications are currently built on protocols that are not fit for purpose, leading to congestion, hacks and developer frustration. Radix changes this by introducing a scalable, secure-by-design, composable platform with a DeFi specific build environment to make it easy to build and launch scalable DeFi. Find out more at www.radixdlt.com
NEXO: Borrow and lend crypto at market-beating rates: Nexo.io
Disclosures
Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Ethereum 2.0, arguably the most significant catalyst for ETH, is finally live. Analysts Wilson Withiam (@WilsonWithiam) and Ryan Watkins (@RyanWatkins_) from Messari Crypto join us in breaking down all things ETH 2.0 for the savvy investor.
- What are the ETH 2.0 phases?
- How will ETH monetary policy change?
- How will ETH 2.0 affect Ethereum's value?
- What are the key existential challenges to ETH?
- Does ETH's transition provide an opportunity for competitors?
Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Sponsors:
Bittrex Global is offering Blockcrunch listeners a place to trade tokenized stocks like Alibaba, Amazon, Google, Netflix, 24/7 from around the world. Users can even trade fractions of a share from their new or existing accounts. Trade now at https://global.bittrex.com/discover/tokenized-stocks.
Radix (www.radixdlt.com) is the first layer-one protocol specifically built to serve DeFi. Decentralized finance applications are currently built on protocols that are not fit for purpose, leading to congestion, hacks and developer frustration. Radix changes this by introducing a scalable, secure-by-design, composable platform with a DeFi specific build environment to make it easy to build and launch scalable DeFi. Find out more at www.radixdlt.com
Borrow and lend crypto at market-beating rates: Nexo.io
Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Intro track: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Thailand's largest commercial bank recently dipped its toes into DeFi by investing in Alpha Finance, a Binance-backed research team building consumer DeFi products. Founder Tascha (@tascha_panpan) joins me in discussing:
- What is Alpha Finance?
- Market gaps in DeFi today
- Why levered yield farming is Alpha's first product
- How Alpha decides what products to build
- Thailand's growing DeFi scene
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Resources:
- Radix (www.radixdlt.com) is the first layer-one protocol specifically built to serve DeFi. Decentralized finance applications are currently built on protocols that are not fit for purpose, leading to congestion, hacks and developer frustration. Radix changes this by introducing a scalable, secure-by-design, composable platform with a DeFi specific build environment to make it easy to build and launch scalable DeFi. Find out more at www.radixdlt.com
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Intro track: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
dYdX wants to become the largest crypto exchange - period. Can DeFi challenge centralized exchange giants? 2 years since our first conversation, founder Antonio (@AntonioMJuliano) joins us to talk:
- Why is dYdX focusing on perpetual swaps
- Uniswap vs. dYdX vs. Synthetix
- Building on Layer 2 vs. building on other chains
- Tactics for scaling DeFi users
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Explore Radix - the new blockchain designed for DeFi. Learn more about their token at radixDLT.com
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Intro track: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Within a few years, USDC ballooned from an experiment to a $3 billion dollar phenomenon - but this is just the beginning. CEO and founder of Circle, Jeremy Allaire (@jerallaire) joins us in revealing:
- His experience taking 2 tech companies public in the 90s
- How Circle grew USDC in the early days
- US vs. Asia in the fight for crypto dominance
- USDC on Ethereum, Algorand and Solana
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Resources:
-
Borrow and lend crypto at market-beating rates: Nexo.io
-
Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Intro track: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Can investors find alpha by looking at blockchain data? Companies have been built around the idea of aggregating onchain transaction data into investable insights - do they work? Host Jason Choi speaks with Brian and Dino from crypto analytics company, Santiment (@santimentfeed). We discuss:
- What are the most reliable onchain metrics for traders?
- What metrics should investors ignore?
- Case studies of using data to predict price movement
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Resources:
-
Borrow and lend crypto at market-beating rates: Nexo.io
-
Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Intro track: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
IDEX is taking a unique approach to scaling decentralized exchanges by combining centralized elements with non-custodial features. Can this work? We speak with founder Alex Wearn (@AlexWearn) on:
- Uniswap vs. order book exchanges
- Why dex's need to move to layer 2
- Is some centralization ok for dex's?
- Trust assumptions IDEX users have to make
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Resources:
-
Borrow and lend crypto at market-beating rates: Nexo.io
-
Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Intro track: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
It's no news that DeFi needs to scale - but will it happen on layer 2, or will projects move to other layer 1s?
Serum's Sam Bankman-Fried (@SBF_Alameda) and Synthetix's Kain Warwick (@kaiynne) join us in discussing their opposite views on scaling
- Serum vs. Synthetix
- Solana vs. Optimistic Rollups
- Is Layer 2 enough to scale all of DeFi?
- Composability concerns with layer 2 solutions
- Bootstrapping liquidity for a new layer 1
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Resources:
-
Borrow and lend crypto at market-beating rates: Nexo.io
-
Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Intro track: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Stani Kulechov (@StaniKulechov), founder of Aave, joins us this week to recap the latest developments with
- How did Aave successfully pivot, and grow to $1B in deposits?
- What is "Aavenomics" and why is it gamechanging?
- How will Aave onboard traditional assets and bridge DeFi with traditional finance?
- What excites Stani the most?
Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.
Resources:
-
Borrow and lend crypto at market-beating rates: Nexo.io
-
Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Intro track: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA
Transition track: "BHANGER" by Phortissimo. Used with permission
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Santiago Roel Santos (@santiagoroel), partner at ParaFi Capital, an active DeFi fund, joins us to answer your burning questions around popular DeFi projects:
- Is Synthetix scalable?
- Is Nexus Mutual incentives correctly designed?
- Does Yearn Finance have key man risk?
- Are food forks like Yam going to be around?
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice; show host and guest may hold some of the assets discussed.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Seth Ginns (@sethginns), Head of Liquid Strategy at CoinFund, hops on the podcast to share his crypto investment thesis, informed by over 2 decades of investment experience. We discuss:
- Why 2021 is the big year for crypto
- Amazon in the 90s vs crypto today
- How should investors value new cryptoassets?
- Price target for Bitcoin
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice; show host and guest may hold some of the assets discussed.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Hugh Karp (@HughKarp), founder of Nexus Mutual, the largest project that provides insurance-like coverage for DeFi users, hops on Blockcrunch to answer your questions. We discuss:
- How does Nexus' token model work?
- Nexus' approach to pricing smart contract risk
- Why does Nexus have KYC? Will this stay?
- How can Nexus plug into other DeFi projects?
- What are the major developments for Nexus next 12 months?
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice; show host and guest may hold some of the assets discussed.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Nexus Mutual forum: https://forum.nexusmutual.io/
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Ethereum DeFi may soon face some competition from Serum - a high speed decentralized exchange built on Solana! Sam Bankman-Fried (@SBF_Alameda) and Anatoly Yakovenko (@aeyakovenko), founders of FTX exchange and Solana, join us in discussing their joint creation. We talk:
- What is Serum and why should we care?
- Building on Solana vs. on Ethereum Layer 2
- How can a new DeFi ecosystem overcome Ethereum's network effects?
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice; show host and guest may hold some of the assets discussed.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
IDEO is a design studio known for designing the Apple mouse and championing design thinking in Silicon Valley in the 90s. Today, IDEO CoLab invests and helps DeFi projects find product market fit. Managing Director Ian Lee (@ianjohnlee) joins me in discussing:
- Finding product-market fit for Layer 1s and DeFi
- How design thinking benefits founders in crypto
- How IDEO works with DeFi startups
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice; show host and guest may hold some of the assets discussed.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Synthetix came out of nowhere in 2019 and became one of the largest DeFi projects today. Founder Kain Warwick (@kaiynne @synthetix_io) joins us in discussing some of your burning questions:
- What triggered Synthetix's growth?
- Moat against dYdX and upcoming DeFi exchanges
- Kain's thoughts on Serum - the Solana based dex
- Thoughts on using layer 2 vs. building on another chain
- The next phase of Synthetix
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice; show host and guest may hold some of the assets discussed.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
With the DeFi yield farming craze in full swing, Balancer Labs founder Fernando Martinelli (@fcmartinelli) joins us in discussing one of the hottest projects in the crypto space. We discuss:
- Balancer's origins
- What are "automated market makers"?
- How does Balancer differ from Uniswap?
- Will aggregators destroy value capture for decentralized exchanges?
- Do new AMMs like Thorchain & Bancor work?
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice; show host and guest may hold some of the assets discussed.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Ben Forman is the Founder and Managing Partner at DeFi focused fund ParaFi, backed by billionaire Henry Kravis among other well known investors. Ben makes his podcast debut and joins us in discussing:
- Is DeFi in a bubble? How can we tell?
- What areas of DeFi are under-invested? What's overhyped?
- Specific projects and verticals Ben is tracking
- Thoughts on yield mining
- Are institutions looking at DeFi?
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice; show host and guest may hold some of the assets discussed.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
John Wu (@john1wu) spent a decade on Wall Street working at some of the top investment firms. Now he heads Ava Labs, the company overseeing the development of a new blockchain backed by the who's who of crypto VCs. With their public sale occurring now, John joins me to talk:
- How 10 years on Wall Street led John to crypto
- Why Avalanche is targeting traditional finance
- Avalanche's hybrid private + permissioned approach
- John's wish list for DeFi
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
- John's blog: https://johnwu.finance/
- Avalanche website: https://www.avalabs.org/
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Can Layer 1s make a come back in a market obsessed with apps and DeFi? Illia Polosukhin (@ilblackdragon) and Erik Trautman (@ErikTrautman) of NEAR foundation join us this week in discussing
- Why the tipping point for new Layer 1 is now
- NEAR vs. Polkadot vs. ETH 2.0
- How to scale developer communities the right way
- How NEAR intends to scale its users
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Socios recently sold $1.3M worth of "fan tokens" to fans of soccer club FC Barcelona, with more on the way. Alex Dreyfus (@alex_dreyfus), founder of Socios, joins us in discussing:
- What are fan tokens, and how big is the opportunity?
- Using cryptoassets to engage consumers in B2C businesses
- What the Chilliz token is
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
- Socios: @socios
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Lasse Clausen (@lalleclausen), co-founder of Berlin-based token fund 1kx, joins me in discussing the latest trends in crypto.
- Is "liquidity mining" a fad?
- 3 trends investors should be tracking
- What assets are Lasse bullish on and why?
- What is 1kx's most contrarian thesis in crypto?
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Polkadot is live! Joe Petrowski (@joepetrowski), research analyst at Parity Technologies, joins us in discussing what this means for the ever competitive layer 1 space.
- What's actually build on Polkadot today?
- How does Polkadot plan to compete with Ethereum?
- Polkadot's go-to-developer strategy
- What is the "meme" for Polkadot?
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Borrow and lend crypto at market-beating rates: Nexo.io
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
DeFi nerds, tune in! This week we discuss whether decentralized exchanges can build moats, or whether they'll be commoditized.
Deniz Omer (@DenizOmer), Head of Ecosystem at Kyber Network, joins me in discussing:
- Uniswap vs. Kyber: who's the winner?
- The threat of dex aggregators
- Kyber's upcoming Katalyst update
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
What do the NBA, UFC, Ubisoft and Warner Music have in common? They are all partners with Dapper Labs, the company behind CryptoKitties.
Roham Gharegozlou (@rohamg), CEO of Dapper Labs, joins us in discussing:
- Story behind the most popular crypto game
- Why does Dapper Labs need Flow, its new blockchain?
- Flow vs. sharding chains vs. Ethereum
- Tactics for closing big partnerships
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Trustless options protocol Opyn is the latest in decentralized finance innovations and already attracting over $1M in value locked. Co-founder Aparna Krishnan (@aparnalocked) joins me in discussing:
- How onchain put options are priced
- Why Opyn can also be a volatility oracle for DeFi
- How Opyn compares to competitors Hegic and Nexus Mutual
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
As global macro uncertainty continues to surprise investors across all asset classes, how are investors thinking about crypto today?
Delphi Digital's macro strategist joins me in discussing:
- How recent central bank actions affect the narrative for Bitcoin
- How macro investors are viewing gold vs Bitcoin
- Stablecoins vs Bitcoin in a world of strong USD
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Subscribe to my essays here: jasonchoi.substack.com
- "Dollar Milk Shake" theory
- "Paradigm Shifts" by Ray Dalio
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Prediction markets platform Augur is launching its most important revamp to date - but can it resolve the challenges facing its low liquidity, clunky UX? Tom Kysar (@tomkysar), Head of Operations at Forecast Foundation, joins me in chatting:
- The key elements in Augur v2 and how they will change everything
- How Augur competes with centralized betting platforms
- Why Dai is used in Augur, not ETH
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Do your crypto taxes in a few clicks: cointracker.io/a/blockcrunch
- Copy trade crypto on: etoro.us
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
My friend Kevin Ho (@kevinjho_), from Optimism (formerly Plasma Group) joins us in breaking down the most talked about scaling solution on Ethereum today. We break down for non-technical analysts and developers alike:
- Plasma vs Optimistic Rollups
- Is Plasma dead?
- Is Optimistic Rollups the future of Ethereum scaling?
- How ORs work and trade-offs
- The UX gains of Optimistic Rollups
- Why "time to finality" is better than "transactions per second"
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Do your crypto taxes in a few clicks: cointracker.io/a/blockcrunch
- Copy trade crypto on: etoro.us
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
With more "high-throughput" blockchains launching in 2020, each promising to change the world, is transactional throughput the best way to think about these projects? Emre Tekişalp (@etekis) from O1 Labs joins me in discussing:
- The new layer 1 chains: Coda vs. Solana vs. Polkadot
- When "transactions per unit of decentralization" is the right metric to compare blockchains
- How Coda creates a constant-size blockchain that fits in your phone
- How blockchains can differentiate as competition heats up
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Do your crypto taxes in a few clicks: cointracker.io/a/blockcrunch
- Copy trade crypto on: etoro.us
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
COVID-19 has put the world on temporary lockdown and is sending global economies into recession. Arca Funds CIO Jeff Dorman, Wall Street trader and portfolio manager of 13 years and fintech entrepreneur of 5, joins me in discussing:
- How crypto will do during a recession
- What we can expect in the coming 18 months
- How the "digital gold" narrative will adapt
- Why fundamentals will start to matter again in equities and crypto
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Do your crypto taxes in a few clicks: cointracker.io/a/blockcrunch
- Copy trade crypto on: etoro.us
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
The Supreme Court in India just overturned a ban on financial services providing banking services for crypto companies. Billionaire Tim Draper calls this a crypto Renaissance in Asia's third largest economy. To find out more, I chat with Sumit Gupta, founder of CoinDCX and one of the people who helped overturn the central bank's crypto banking ban.
- Why India is entering a crypto renaissance
- Why India's Supreme Court overturned the country's crypto ban
- How local startups are benefitting
- Indian exchange CoinDCX's unique aggregator model
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Do your crypto taxes in a few clicks: cointracker.io/a/blockcrunch
- Copy trade crypto on: etoro.us
- Subscribe to my essays here: jasonchoi.substack.com
Musical credits:
Transition track: "BHANGER" by Phortissimo. Used with permission
Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
I'm thrilled to be joined by Vance Spencer (@iam__vance) from Framework Ventures, an activist crypto fund bullish on DeFi and governance. I enjoyed Vance's no-holds-barred takes, and we discussed:
- Why Framework doesn't hold BTC
- The case against Ethereum killers
- Speculation as a use case: Chainlink, Synthetix
- The new winners in the crypto fund space
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Pay your crypto taxes with the help of https://bitdexs.com/
- Copy trade crypto on: etoro.us
- Subscribe to my essays here: jasonchoi.substack.com
"LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
A special 15-min segment where I answer your questions!
- Why did crypto markets crash 30-40% in a day?
- What happened to MakerDao and why is it in deficit?
- How have I dealt with the coronavirus in Hong Kong?
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Pay your crypto taxes with the help of https://bitdexs.com/
- Subscribe to my essays here: jasonchoi.substack.com
"LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
Singapore's status as the crypto hub of Asia has slowly been cemented in the past few years. Kenrick Drijkoningen (@KenrickLuneX), founding partner of Lunex Ventures, a SG-based crypto VC fund, joins me in discussing:
- Investing in "infrastructure inversion"
- Singapore government's forward thinking approach to encouraging crypto development
- ICOs, IEOs, and token sales in Asia
Subscribe or miss out!
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Pay your crypto taxes with the help of https://bitdexs.com/
- Sign up for eToro here
- Subscribe to my essays here: jasonchoi.substack.com
- Tom's blog post on liquidations here
Intro music by Phortissimo.
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
A very special discussion on DeFi liquidators with Tom Schmidt (@tomhschmidt) from Dragonfly Capital and Taiyang Zhang (@bftzhang) from Ren Protocol & KeeperDao.
We discuss:
- How traders made $100K+ "risk-free" in single transactions by being "liquidators"
- Profitability of running liquidator strategies on different DeFi protocols
- KeeperDao, DarkDao and Game Theory in liquidations
- Should protocols use native tokens for collateral?
- Will liquidation market shrink if markets mature?
Subscribe or miss out!
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Pay your crypto taxes with the help of https://bitdexs.com/
- Sign up for eToro here
- Subscribe to my essays here: jasonchoi.substack.com
- Tom's blog post on liquidations here
Intro music by Phortissimo.
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
In this very special episode, Ben Sparango (@bennybitcons) from Multicoin Capital and Christian Keroles (@CK_SNARKS) debate the most common critiques for DeFi:
- DeFi can't scale beyond speculation
- DeFi can't bank the unbanked
- Composability is a ticking time bomb
- The "skeumorphism" of DeFi
Subscribe or miss out!
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
**
Resources:
- Pay your crypto taxes with the help of https://bitdexs.com/
- Sign up for eToro here
- Subscribe to my essays here: jasonchoi.substack.com
Intro music by Phortissimo.
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.
This week, I'm joined by Chris Winfrey, co-founder of Authereum, which aims to bridge the gap between Web 3 and Web 2 user experiences. We dive into:
- The missing UX components in Web 3
- What Metamask & Coinbase wallets lack
- The risks of contract-based accounts
- Building a moat around crypto wallet businesses
- Why Authereum puts Dai first
Subscribe or miss out!
Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.
- BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
- ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E
Resources:
- Test out Authereum here
- Pay your crypto taxes with the help of https://bitdexs.com/
- Sign up for eToro here
- Subscribe to Relay Node here
- Libsyn link
- Apple Podcast
- Stitcher
- Spotify
Intro music by Phortissimo.
Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.