What is DeSci? With Paul from BIO Protocol & Alex from VitaDAO

The Blockcrunch Podcast

57:50

Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Want to know which investment strategy is best for you? Take our Free Asset-Selection Quiz Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…

about a year ago 52:05

MP3•Episode home

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

167 episodes

What is DeSci? With Paul from BIO Protocol & Alex from VitaDAO

The Blockcrunch Podcast

27 subscribers

published about a year ago

MP3•Episode home

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.

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:

Full disclaimer: https://blockcrunch.substack.com/about

167 episodes

All episodes

The Blockcrunch Podcast

1
The Last Episode 12:42

13 weeks ago12:42

12:42

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…

The Blockcrunch Podcast

1
What is DeSci? With Paul from BIO Protocol & Alex from VitaDAO 52:05

19 weeks ago52:05

52:05

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…

The Blockcrunch Podcast

1
Is This Memecoin Mania? 49:45

21 weeks ago49:45

49:45

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…

The Blockcrunch Podcast

1
Building A Billion Dollar App: A Cheat Sheet for Crypto Founders 51:39

24 weeks ago51:39

51:39

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…

The Blockcrunch Podcast

1
AI Memecoin $GOAT hits $800M+ in 2 weeks - Roundtable with Taiki Maeda 50:05

27 weeks ago50:05

50:05

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 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 Blockcrunch Podcast

1
Why 2025 Is the Year of Memecoins - Murad Mahmudov 58:52

28 weeks ago58:52

58:52

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…

The Blockcrunch Podcast

1
How to Find Generational Winners in Crypto - Kyle Samani | On a Tangent #3 1:08:20

29 weeks ago1:08:20

1:08:20

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…

The Blockcrunch Podcast

1
Why We're Bullish on GEODNET w/ Mike Horton, Ep 262 42:53

30 weeks ago42:53

42:53

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…

The Blockcrunch Podcast

1
Are People in Crypto Making Money? Alpha from Token2049 - Blockcrunch Roundtable 015 53:45

31 weeks ago53:45

53:45

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…

The Blockcrunch Podcast

1
The Most Expensive Question in Crypto: Building the Endgame L1 - Blockcrunch RT 014, Feat. MegaETH 1:04:15

33 weeks ago1:04:15

1:04:15

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…

The Blockcrunch Podcast

1
What Are AI Agents and How They Affect Crypto - Sishir Varghese, Spectral, Ep. 261 48:52

34 weeks ago48:52

48:52

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…

The Blockcrunch Podcast

1
Why Investors Are Not Funding Apps - Blockcrunch Roundtable 013 51:01

36 weeks ago51:01

51:01

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…

The Blockcrunch Podcast

1
The No BS Guide to Crypto AI with Prodia - Shawn Wilkinson, Prodia, Ep. 260 56:24

37 weeks ago56:24

56:24

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…

The Blockcrunch Podcast

1
On a Tangent #2: How We Survive Bull and Bear Markets in Crypto - Darryl Wang and Jason Choi 1:00:41

38 weeks ago1:00:41

1:00:41

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 -- 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…

The Blockcrunch Podcast

1
AI is NEAR: Why AI OG Wants to Build a Blockchain for AI - Illia Polosukhin, NEAR Protocol, Ep. 259 53:32

41 weeks ago53:32

53:32

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…

The Blockcrunch Podcast

1
On a Tangent #1: How We 4x'd Our Portfolio in the First Year - Darryl Wang and Jason Choi 1:44:15

42 weeks ago1:44:15

1:44:15

Welcome to 'On a Tangent' episode 1 , a special segment of Blockcrunch! Jason and Darryl, prop investors at 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. -- 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 (01:19) What is Tangent Ventures? (08:22) What is an ‘evergreen portfolio’ (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…

The Blockcrunch Podcast

1
How Crypto Investors Think About Bear Markets - Blockcrunch Roundtable 012 55:58

43 weeks ago55:58

55:58

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…

The Blockcrunch Podcast

1
Why Arch Network is the Future for Bitcoin dApps - Matt & Amine, Arch Network, Ep. 258 43:54

45 weeks ago43:54

43:54

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…

The Blockcrunch Podcast

1
How We're Playing the ETH ETF - Blockcrunch Roundtable 011 50:58

46 weeks ago50:58

50:58

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…

The Blockcrunch Podcast

1
YGG is Building the First Guild Protocol - Gabby Dizon, Ep. 257 41:38

47 weeks ago41:38

41:38

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…

The Blockcrunch Podcast

1
The Upcoming SocialFi Wave in Crypto - Blockcrunch Roundtable 010 49:59

50 weeks ago49:59

49:59

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…

The Blockcrunch Podcast

1
Top Investors on What Makes a Good Crypto Token - Blockcrunch Roundtable 009 48:24

51 weeks ago48:24

48:24

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…

The Blockcrunch Podcast

1
Why Drift Is Betting Big on Solana - Cindy Leow & Chris Heaney, Ep. 256 40:05

1 year ago40:05

40:05

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. Timestamps: (00:00) Introduction (02:48) Motivation to found Drift (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 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 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…

The Blockcrunch Podcast

1
AO: The Hyper Parallel Computer You Need to Know - Sam Williams, Ep. 255 51:48

1 year ago51:48

51:48

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. Timestamps: (00:00) Introduction (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 extensibility (42:22) AO ecosystem builders (45:09) The AO roadmap (49:59) 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 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…

The Blockcrunch Podcast

1
How to Play Memecoins, From the Godfather of MEME - Ray Chan, Ep. 254 57:05

1 year ago57:05

57:05

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. 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 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 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…

The Blockcrunch Podcast

1
Why Top Investors Are Excited About DePIN - Mahesh from EV3, Ep. 253 49:47

1 year ago49:47

49:47

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…

The Blockcrunch Podcast

1
2024 Q1 Crypto Recap: What You Missed - Blockcrunch Roundtable 008 53:23

1 year ago53:23

53:23

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…

The Blockcrunch Podcast

1
Is BRC Over in 2024? - Blockcrunch Roundtable 007 feat. Catrina from Portal Ventures 47:09

1 year ago47:09

47:09

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…

The Blockcrunch Podcast

1
Eigenlayer: Everything You Need to Know in 2024 - Sreeram Kannan, Ep. 253 52:46

1 year ago52:46

52:46

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…

The Blockcrunch Podcast

1
Airdrops Are Poison for Crypto - Blockcrunch Roundtable 006 59:16

1 year ago59:16

59:16

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…

The Blockcrunch Podcast

1
Is ETH Uninvestable? The ETH Disaggregation Thesis - Blockcrunch Roundtable 005 feat. Yuan from Blockchain Capital 51:55

1 year ago51:55

51:55

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…

The Blockcrunch Podcast

1
9 Predictions for Crypto in 2024 - Blockcrunch Roundtable 004 51:50

1 year ago51:50

51:50

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…

The Blockcrunch Podcast

1
What You Need to Know About Sei: The First Parallelized EVM - Jay Jog, Sei Network, Ep. 250 45:32

1 year ago45:32

45:32

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…

The Blockcrunch Podcast

1
Can Ethena Win the Stablecoin Market in 2024? - Guy Young, Ethena Labs, Ep. 249 46:10

1 year ago46:10

46:10

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…

The Blockcrunch Podcast

1
IMX Founder on Web 3 Gaming in 2024 - Robbie Ferguson, Immutable, Ep 249 40:45

1 year ago40:45

40:45

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 Blockcrunch Podcast

1
10 Crypto Projects to Pay Attention to for 2024 - Blockcrunch Roundtable 003 56:05

1 year ago56:05

56:05

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…

The Blockcrunch Podcast

1
Biggest Crypto Flops of the 2020s (So Far) and What Might Win - Blockcrunch Roundtable 002 56:43

1 year ago56:43

56:43

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 Blockcrunch Podcast

1
Are NFTs Coming Back? Interview with Blur Founder - Pacman, Blur, Ep. 248 46:22

2 years ago46:22

46:22

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…

The Blockcrunch Podcast

1
5 Wildest Things Crypto VCs Have Invested In - Blockcrunch Roundtable 001 1:08:28

2 years ago1:08:28

1:08:28

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…

The Blockcrunch Podcast

1
Season Finale: 2023 Q4 Crypto Market Outlook with Tangent - Darryl Wang, Tangent, Ep. 247 52:09

2 years ago52:09

52:09

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…

The Blockcrunch Podcast

1
Superscrypt: A Conversation with Asia's Powerhouse Web 3 Venture Fund - Jacob Ko, Superscrypt, Ep. 246 39:13

2 years ago39:13

39:13

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…

The Blockcrunch Podcast

1
Will BTC ETFs Kickstart the Next Bull Run? - Ram Ahluwalia, Lumida, Ep. 245 40:07

2 years ago40:07

40:07

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…

The Blockcrunch Podcast

1
Arkham Intelligence and Ethics of Privacy on Blockchain - Miguel Morel, Arkham Intelligence, Ep. 244 55:30

2 years ago55:30

55:30

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…

The Blockcrunch Podcast

1
Top Crypto Fund on What's Worth Backing in Crypto - Balder and Mathijs from Maven 11, Ep. 243 42:55

2 years ago42:55

42:55

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…

The Blockcrunch Podcast

1
How AI Will Change Web 3 Forever - Cem & Fran, Giza, Ep. 242 42:46

2 years ago42:46