A podcast made for people deep in the crypto rabbit hole. Investor and cryptoasset researcher Jason Choi (@mjasonchoi) breaks down crypto theme by theme every week, and discusses crucial topics such as decentralized finance, scalability, governance and privacy with builders and investors at the fo…
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The Blockcrunch: Crypto Deep Dives podcast is an exceptional show that delves deep into the world of cryptocurrency and blockchain technology. Hosted by Jason Choi, this podcast offers insightful interviews with industry experts and covers a wide range of topics related to crypto investing, emerging technologies, and market trends.
One of the best aspects of The Blockcrunch is Jason's ability to find quality guests and projects to interview. He brings on experts who offer valuable insights and advice, making each episode informative and engaging. Whether you're a seasoned investor or new to the world of crypto, you're sure to gain valuable knowledge from the discussions on this podcast.
Another standout feature of The Blockcrunch is its focus on the Asian crypto scene. As someone based in Asia, Jason provides unique perspectives and coverage of one of the most important yet under-reported markets in the industry for listeners in Western countries. This regional expertise adds depth and diversity to the podcast's content.
Additionally, Jason's ability to see the full picture of the industry as a non-engineer is commendable. He digs into nuanced topics with intelligence and curiosity, providing listeners with a well-rounded understanding of the subject matter. His skillful direction during interviews ensures that conversations are rich in information while remaining accessible to all listeners.
On the downside, some listeners may find that The Blockcrunch predominantly focuses on certain aspects of cryptocurrency such as investing and emerging technologies. While these topics are undoubtedly important, a more diverse range of subjects could enhance the overall appeal for a wider audience. However, considering that there are over 70 episodes available, there is still plenty of potential for future episodes to explore different areas within the crypto space.
Overall, The Blockcrunch: Crypto Deep Dives podcast is a must-listen for anyone interested in understanding crypto investing, emerging technologies, and market trends. With its knowledgeable guests, insightful conversations, and Jason's expertise in bridging knowledge gaps between regions, this podcast provides valuable information and entertainment. Whether you're a seasoned investor or just starting out in the crypto world, The Blockcrunch is sure to become one of your favorite go-to podcasts.
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 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 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 explanation 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 vs Alts debate, 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. 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
Superscrypt is an early-stage web3 company seeded by Temasek, a globally recognized investment powerhouse headquartered in Singapore. Recognizing the immense potential of the decentralized digital landscape, Superscrypt 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: Tweet that claims Arkham Intel Referral System exposed 100s of private emails: https://twitter.com/nftherder/status/1680065466738376704?s=46&t=FkUP6WZfEjMkbcsVeZ1C1w 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
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