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

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

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

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

- 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

• 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

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

* 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

* 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 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

• 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

• 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 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

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 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

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

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

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

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

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

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

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

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

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

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

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

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00) Introduction

(02:01) ETH Denver recap

(04:16) BTC ATH review

(11:47) Liquidity flows & meme coins

(18:36) 2024 cycle venture investing

(20:31) $JUP: Jupiter Airdrop

(26:21) The future of L1s

(30:52) EigenLayer: a16z $100M raise

(36:52) Ethena: the biggest rev-driving application in crypto

(39:35) Maker Endgame

(42:50) BTC L2s

(47:57) Uniswap fee switch update

(52:13) Outro

Twitter accounts:

Jason Choi's Twitter:

https://twitter.com/mrjasonchoi

Sanat Kapur's Twitter:

https://twitter.com/kapursanat

Blockcrunch VIP:

https://blockcrunch.substack.com/

Blockcrunch Twitter:  

https://twitter.com/theBlockcrunch

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

In 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

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

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

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

• 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

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

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

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

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

• 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

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

• 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

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

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

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

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

In this episode, we dive into the secular trends that crypto investors should be aware of, particularly the Modular Blockchain thesis. Watch this episode to keep up with the next wave of blockchain evolution and its potential to shape the future of the crypto landscape

Chief Investment Officer Balder Bomans and Mathijs, Associate Partner of Maven11 shares with us:

• What exactly is the Modular Blockchain thesis

• Which layer accrues the most value in Modular Blockchains

• 4 interesting verticals other than Modular Blockchains

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Maven11

(00:03:38) – How Maven11 came about

(00:08:19) – Maven11's secret to forming theses

(00:12:48) – Real-world Assets, Credit & Privacy

(00:16:15) – Modular Blockchains thesis

(00:20:25) – Data Availability

(00:25:02) – Future of Roll-Ups

(00:31:15) – Roll-Ups-as-a-Service

(00:37:09) – Value accrual across layers

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm

More Resources:

Guest

Maven11's Twitter: https://twitter.com/gizatechxyz

Maven11's Substack: https://maven11.substack.com

Balder's Twitter: https://twitter.com/BalderBomans

Mathijs's Twitter: https://twitter.com/MathijsvEsch

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

In this episode, Cem and Fran, Co-Founders of Giza also share with us:

• Where are we in AI's lifecycle

• 5 interesting use cases of AI x Web 3

• Open versus closed AI models

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Crypto x AI

(00:02:41) – How Giza came about

(00:05:42) – Why AI should be on-chain

(00:07:46) – Benefits for end users

(00:10:50) – What part of AI is Giza bringing on-chain

(00:17:51) – Examples of disruptive use-cases

(00:23:03) – Proof-of-Humanity

(00:29:30) – Open models versus closed models

(00:32:45) – Where are we in AI's lifecycle

(00:38:13) – How to contribute to Giza

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm

More Resources:

Guest

Giza's Twitter: https://twitter.com/gizatechxyz

Giza's Website: https://www.gizatech.xyz/

Cem's Twitter: https://twitter.com/CemFDagdelen

Fran's Twitter: https://twitter.com/franalgaba_

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

As investors, you might have also considered what's the best way for you to capitalize on this paradigm shift - Jake Brukhman is here to answer that

Jake is the Founder of CoinFund, one of the earliest crypto funds, and has a reputation for being extremely early to large trends. In this episode, he shares with us:

• Thesis on the Intersection of AI x Crypto

• Interesting Use Cases for AI in Crypto

• Will AI Destroy Humanity

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Crypto x AI

(00:04:26) – Convergence of AI x Crypto

(00:11:19) – Jake's thesis on AI x Crypto

(00:16:18) – Decentralizing computing for AI

(00:25:42) – Interesting intersections of AI x Crypto

(00:32:12) – Future of AI models

(00:35:41) – AI disrupting investing

(00:38:59) – Is open source dangerous for humans

(00:41:58) – Problems AI builders should be solving

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm

More Resources:

Guest

Jake Brukhman's Twitter: https://twitter.com/jbrukh

Jake's post on Jargon: https://bit.ly/45aSNCU

Jake's article on AI x Web 3: https://bit.ly/435ZTa0

CoinFund's Website: https://www.coinfund.io/

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

Why aren't users and creators exploring other platforms? Well, they simply can't since these giants own their data and audiences, and moving means losing all the progress they've built

In this Blockcrunch episode, Ryan Li, Co-Founder of CyberConnect, a decentralized social graph protocol trying to revolutionize the relationship between social media platforms and users, shares with us

• Why Web 3 social graphs are necessary

• Why you should switch over to Web 3 platforms

• The future of social media

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to CyberConnect

(00:03:48) – History of CyberConnect

(00:10:03) – Problems with Web 2 social platforms

(00:13:28) – What is a social graph

(00:16:00) – Incentives for building on CyberConnect

(00:19:47) – Better monetization for creators

(00:25:30) – Ownership and composability of data

(00:31:57) – Why not social tokens

(00:34:53) – Web 3 social graph landscape

(00:42:13) – Are social graphs competitive or complementary

(00:43:33) – CyberConnect's monetization model

(00:46:18) – Convincing users to switch over from Web 2

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest

Ryan Li's Twitter: https://twitter.com/ryanli_me

CyberConnect's Twitter: https://twitter.com/cyberconnecthq

Link3's Twitter: https://twitter.com/link3to

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

Tableland, a database protocol is revolutionizing data management in Web 3, allowing developers to build dApps in a Web 3-native manner while overcoming the limitations of existing databases 

In this Blockcrunch episode, Andrew Hill, Co-Founder of Tableland shares with us

• Problems with existing databases

• Use cases unlocked by Tableland

• Entering Web 3's data era

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Tableland

(00:04:08) – Evolving NFTs with Tableland

(00:07:53) – Limitations of blockchain as databases

(00:10:22) – History of decentralized databases

(00:14:58) – Where Tableland comes in

(00:23:07) – Tableland vs blockchains

(00:25:54) – Tableland vs Dune

(00:27:30) – Tableland's Rigs NFTs

(00:31:12) – Tableland & Filecoin

(00:36:05) – Tailwinds driving Tableland's future

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest

Andrew Hill's Twitter: https://twitter.com/andrewxhill

Tableland's Twitter: https://twitter.com/tableland__

Tableland's Website: https://tableland.xyz/

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

Stablecoins, as the name suggests, were thought to be stable - that is, until the recent USDC depeg drama where the supposedly rock-solid stablecoin traded from one dollar to eighty five cents as one of the major custodial banks went under

Can we still trust major stablecoins like USDC or USDT? If not, what are some alternatives?

In this episode, Michael who wrote a 20-page research article on stablecoins for our Blockcrunch VIP subscriber breaks down for us

• Issues with current stablecoins

• Up and coming decentralized stablecoins

• Relevance of stablecoins in 2030

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Spencer

(00:03:30) – What are stablecoins

(00:07:11) – Different types of stablecoins

(00:14:59) – Commentary on Liquity Protocol 

(00:17:52) – Frax vs Liquity

(00:19:53) – Dominance of USDT & USDC

(00:24:22) – Path to decentralization 

(00:27:51) – Gyroscope stablecoin

(00:31:27) – Aave's GHO & Curve's crvUSD

(00:35:24) – Relevance of stablecoins in the future

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest

Michael Li: https://twitter.com/michael_lwy

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

How is it that some are seemingly able to time the market perfectly and accurately value something that supposedly trades on cultural relevance and memetic desire?

In this Blockcrunch episode, Spencer Sand-Gordon, Founder of Spencer Ventures, an NFT-only crypto fund demystifies NFT trading and shares with us:

• Entering and exiting NFT positions

• How to build investment theses for NFTs

• Future of NFT markets

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Spencer

(00:03:13) – Spencer's background 

(00:06:30) – Starting an NFT-only fund

(00:11:09) – Trading NFTs as a fund

(00:17:07) – Sizing positions on NFTs

(00:25:13) – Underwriting different collections

(00:35:29) – NFT investing based on quantitative data

(00:38:20) – Different NFT investment instruments

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest

Spencer Sand-Gordon's Twitter: https://twitter.com/sgsand1

Spencer Ventures' Twitter: https://twitter.com/venturespencer

Spencer Ventures' Website: https://www.spencer.vc/

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

It also shocked the world a 2nd time in March 2022, albeit for a negative reason as its Ronin bridge suffered the largest bridge exploit of all time with $600M lost, Though users were made whole, confidence levels are inadvertently impacted

Despite everything and the current lull period for crypto-gaming, Sky Mavis has been diligently building behind the scenes and recently launched a few critical updates that could kickstart the next wave of crypto-games. 

Today on Blockcrunch, Aleksander, Co-Founder of Sky Mavis shares with us

• Making users whole after the $600M exploit

• Decentralization of Ronin 

• Future of Ronin & crypto gaming

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Ronin

(00:03:32) – Recent Games Developer Conference

(00:05:18) – $600 million Ronin bridge exploit

(00:10:48) – Making users whole

(00:13:41) – Partnership with 5 new game studios

(00:17:39) – Onboarding millions of users into GameFi

(00:21:29) – Ronin's strategy for the 1st cohort

(00:31:08) – Structure of Ronin & game studio partnership

(00:35:41) – Allocating resources across Axie Infinity, Ronin & partners

(00:38:31) – Ronin vs other gaming chains

(00:44:23) – The future of crypto gaming

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest

Aleksander's Twitter: https://twitter.com/Psycheout86

Sky Mavis' Twitter: https://twitter.com/SkyMavisHQ

Axie Infinity's Twitter: https://twitter.com/AxieInfinity

Ronin's Twitter: https://twitter.com/Ronin_Network

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

Contrarian and long-term thinkers are rare, and today on Blockcrunch we have just the guest to talk about investing in frontiers that most crypto-natives have yet to pick up

Anirudh Pai, Partner at Dragonfly, shares with us:

• What it means to invest at the frontier

• Building an actual city with Praxis

• 2 overlooked verticals that are likely to take off in the future

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Ani

(00:05:28) – Investing happens at the frontier

(00:10:28) – Decentralized Science

(00:19:29) – Ani's thesis on metaverses

(00:25:26) – Building a physical crypto city with Praxis

(00:40:17) – The next big crypto verticals

(00:44:47) – Successful founders are polymaths

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest

Anirudh Pai's Twitter: https://twitter.com/ani_pai

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

Today we have David Choi, Product Manager at Protocol Labs, to share with us how Web3Storage and NFT.Storage allows developers to build on Filecoin to achieve higher levels of decentralization, amongst other benefits over centralized providers.

Watch this episode to learn:

• Web 2 vs Web 3 storage
• Why Filecoin should be the go-to-choice for developers
• Exciting updates and projects utilizing Filecoin

Host: Jason Choi @mrjasonchoi . Not financial advice.

 Timestamps:

(00:00:00) – Introduction to Web3Storage

(00:03:24) – Storage in Web 2 vs Web 3

(00:10:02) – Why is Filecoin better for data storage

(00:13:58) – Web3Storage's role

(00:19:35) – Examples of projects utilizing Web3Storage

(00:27:36) – Web3Link and Web3Name

(00:31:43) – Truly Decentralized NFTs with NFT.Storage

(00:36:36) – Why Filecoin is more suitable than Arweave for NFTs

(00:41:50) – Improved services with FVM

(00:44:09) – Upcoming exciting updates

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest Web3Storage's Website: https://web3.storage/ 

NFT.Storage's Website: https://nft.storage/

Filecoin's Twitter: https://twitter.com/Filecoin

Filecoin's Website: https://linktr.ee/filecoinio

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer: The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

Are we witnessing a reenactment of the 2008 financial crisis? Will the BTFP Fed program ignite another bull run? Or, could we be entering a phase of hyperinflation where Bitcoin's value surges to $1 million within 90 days, as predicted by Balajis, the former CTO of Coinbase?

Today on Blockcrunch, we have Ram, CEO of Lumida who was also previously the Head of Crypto at Cross River, one of the remaining crypto-focused banks, and also the Vice President at Merril Lynch to help us separate signal from noise:

• Overview of the entire banking situation

• Will BTFP introduce liquidity into the market

• What will happen to the crypto markets

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Ram

(00:04:14) – Why are banks falling?

(00:08:55) – Deliberate crypto crackdown

(00:15:59) – Is BTFP actually Quantitative Easing

(00:24:18) – FED's ability to continue rate hikes

(00:29:21) – Can Bitcoin hit $1m in 90 days

(00:32:29) – What is going on with Credit Suisse

(00:38:57) – Tying everything back to crypto

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest

Ram Ahluwalia's Twitter: https://twitter.com/ramahluwalia

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

Is this the end for crypto, or are we on the cusp of another bull-run?

Today we have Hal Press, founder of North Rock Digital who is known on Twitter for his timely and accurate calls, such as  the ETH Merge trade and more recently, his thesis on why USDC will return to peg. In this episode, he shares with us:

• Thoughts & how to navigate the recent market situation

• Outlook for BTC vs ETH

• Thesis on Stacks

• How to identity and assess narratives like a pro

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to the US banking situation

(00:09:13) – Is Bitcoin a credible Store-of-Value?

(00:15:59) – Balaji's prophecy of $1M BTC in 90 days

(00:20:25) – Thoughts on BTFP

(00:23:49) – Will Bitcoin de-correlate from equities?

(00:27:05) – Outlook for BTC vs ETH

(00:31:17) – Impacts of upcoming BTC Halving

(00:33:38) – Thesis on Stacks

(00:44:19) – Tips on identifying narratives early

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest

Hal Press' Twitter: https://twitter.com/NorthRockLP

North Rock Digital's Website: https://northrockdigital.com/

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

To end the debate, there's no one better to ask than DAO experts Anthony and Timour, who operate and invest in DAOs at the same time on:

• Why and when a DAO structure is better than traditional organizations

• Lessons learned in operating & investing in DAOs

• 2 promising up and coming DAOs

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Stacks

(00:03:36) – 2 Favourite DAOs

(00:07:16) – Why invest in DAOs

(00:17:24) – Landscape of DAOs

(00:23:46) – DAOs over conventional organizations

(00:30:13) – Nouns DAO

(00:33:11) – Examples where DAOs wouldn't work 

(00:37:13) – 2 promising up-and-coming DAOs

(00:40:49) – Lessons learned in DAO investing

(00:46:06) – Hallmarks of good DAO tooling

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest

Seed Club's Twitter: https://twitter.com/seedclubvc

Anthony's Twitter: https://twitter.com/antavedissian

Timour's Twitter: https://twitter.com/timourxyz

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

At the center of this discussion is Stacks, a smart-contract layer built on Bitcoin that is working to unlock the $500 billion Bitcoin capital via DeFi, NFTs, and more. 

In this Blockcrunch episode, Muneeb, co-creator of Stacks shares with us:

• How Stacks is going to unlock the potential of Bitcoin

• Why build on Bitcoin over other ecosystems

• Stack's upcoming upgrades

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Stacks

(00:03:24) – Stacks over the years

(00:07:28) – Path to becoming 1st SEC-approved token offering 

(00:11:48) – History of Bitcoin and blockchains

(00:18:53) – Ordinals drawing attention back to Bitcoin

(00:30:37) – Why some Bitcoin Maxis hate Ordinals

(00:36:38) – Ordinal's use-cases 

(00:40:49) – What exactly is Stacks

(00:47:58) – Use-case of Stacks token

(00:51:26) – Why build on Bitcoin over other ecosystems

(00:57:08) – How Ordinals benefits Stacks

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest

Stacks's Website: https://www.stacks.co/

Stacks's Twitter: https://twitter.com/Stacks

Muneebs's Twitter: https://twitter.com/muneeb

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

Today, Arbitrum is home to popular DeFi dApps and GameFi projects like GMX and Treasure and owns more than 50% of the market share against other Layer 2s like Optimism and Metis.

In this Blockcrunch episode, A.J Warner, Chief Strategy Officer at Offchain Labs shares with us:

• How the rollup landscape has evolved

• Difference between Arbitrum One, Arbitrum Nova and Optimism

• How Arbitrum became the top Layer 2

• Path towards decentralization

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Arbitrum

(00:03:19) – Rollup landscape NOW vs a year ago

(00:06:34) – Arbitrum One gas fees vs Ethereum

(00:09:16) – Arbitrum Nova; Arbitrum chain for social and games

(00:14:19) – Trade-off of Arbitrum One vs Nova

(00:17:43) – Apps verticalizing into their own app roll-ups

(00:20:53) – Partnership with Reddit & social use-cases

(00:25:17) – Arbitrum latest upgrade - Stylus

(00:29:26) – Arbitrum vs Optimism

(00:32:03) – Value accrual across different blockchain layers

(00:35:34) – Path toward decentralization

(00:38:26) – Changing from Optimistic to ZK rollup

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest

Arbitrum's Website: https://arbitrum.io/

Arbitrum's Twitter: https://twitter.com/arbitrum

A.J. Warner's Twitter: https://twitter.com/ajwarner90

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

Huddle01 is a decentralized video-meeting platform built to be scalable and secure from the get-go and features web 3 functions such as NFT-gated meetings and decentralized storage for meeting recordings.

In 2022, it hosted over 30,000 meetings that lasted over 500,000 minutes on its platform. 

Today on Blockcrunch, Huddle01's Co-Founder Ayush shares with us:

• Huddle01's 3-pronged approach to decentralizing communication

• Problems with existing video-conferencing platforms

• How Huddle01 uses Filecoin as its backend

• Path to decentralizing real-time communication worldwide

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Huddle01

(00:03:21) – 3-pronged approach to decentralizing communication

(00:07:22) – Problems with Zoom & Google Meets

(00:14:49) – Infrastructure behind Huddle01

(00:17:22) – Importance of decentralized file storage

(00:19:01) – Huddle's moat over existing offerings

(00:21:07) – What Filecoin Virtual Machine unlocks for dApps & users

(00:27:29) – Path to decentralizing real-time communication

(00:30:50) – Huddle01's go-to-market strategy

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

More Resources:

Guest

Huddle01's Website: https://www.huddle01.com/

Huddle01's Twitter: https://twitter.com/huddle01com

Ayush's Twitter: https://twitter.com/ranjan3118

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

Now, Ryan is on the mission of improving the health and wellness of the world with alternative medicine like natural remedies, by making them more accessible to all and giving them the credibility they need via clinical trials. 

Today on Blockcrunch, Ryan shares with us:

• What exactly is Love DAO

• Why a DAO over the traditional company structure

• How Love fits in with crypto

• Tips for founders that are raising

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Ryan Breslow

(00:05:04) – Journey to founding Love DAO

(00:08:18) – Funding health products with Love DAO

(00:18:00) – LoveDAO as an impact organization

(00:25:22) – DAO as the optimal organizational structure  

(00:28:49) – How LoveDAO fits in with crypto

(00:30:28) – Difference between running a DAO & regular company

(00:32:23) – Ryan's tips for raising funds

(00:35:48) – LoveDAO's upcoming roadmap

More Resources:

Guest

Love's Website: https://www.love.com/

Ryan's Twitter: https://twitter.com/ryantakesoff

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

Today, we have Kieran Warwick, Co-Founder of Illuvium, to share with us: 

• Building the next big gaming franchise like Pokemon and League of Legends
• Why crypto games are better than traditional games
• How the Illuvium community could have a share in Illuvium's revenue

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Illuvium

(00:04:06) – Illuvium's Founding Story

(00:07:25) – Inside Illuvium's gaming world 

(00:13:25) – Investing/building Web 3 vs Traditional games

(00:19:05) – Illuvium's business model  

(00:23:14) – Vision for the future

(00:27:04) – Reasons for launching $ILV token before the game

(00:30:36) – Building on ImmutableX

(00:35:31) – Strategy to onboard first 10k users vs 10mil users

(00:42:58) – Upcoming releases that players should be excited for

More Resources:

Guest

Illuvium's Website: https://illuvium.io/

Illuvium's Twitter: https://twitter.com/illuviumio

Kieran's Twitter: https://twitter.com/KieranWarwick

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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

Today, we have Sam Kazemian, Founder of Frax, to share with us:

• How Frax's 5 products all tie together in 1 unifying vision 
• Frax's roadmap in 2023
• Frax's liquid staking ETH versus others

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Frax

(00:04:10) – Major milestones for Frax in 2022

(00:07:12) – Frax's 2023 roadmap

(00:13:25) – Decentralization vs Capital Efficiency vs Scaling

(00:21:20) – Frax as the central bank of DeFi 

(00:27:15) – Frax's version of liquid staking ETH

(00:45:04) – Path to decentralizing the ETH PoS validator distribution

(00:50:50) – Handling slashing

(00:55:54) – Frax's yield mechanism on staked ETH

(00:59:38) – Major initiatives to increase Frax adoption 

More Resources:

Guest

Frax's Twitter: https://twitter.com/fraxfinance

Sam Kazemian's: https://twitter.com/samkazemian

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclosures:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

2022 was one of the toughest years to be in crypto with even professional investors suffering from 80-90% losses.

However, crypto hedge fund North Rock Digital reportedly navigated 2022's crises nimbly, and its founder quickly rose to prominence on Twitter for his timely and decisive market commentary.

Today, we have Hal, Founder of North Rock Digital, to share with us: 

• His transition from equities to crypto
• Identifying investable narratives and planning the trade
• 1 vertical that Hal is looking at right now

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Hal

(00:05:21) – North Rock Digital's thesis 

(00:11:13) – Equities versus Crypto investing

(00:15:36) – Identifying investable narratives

(00:17:58) – How Hal played the ETH merge

(00:22:26) – Thesis on Short BTC Long ETH 

(00:26:56) – Positioning, sizing and exiting trades

(00:34:36) – 1 vertical that Hal is bullish on 

More Resources:

Guest

Hal Press' Twitter: https://twitter.com/NorthRockLP

North Rock Digital's Website: https://northrockdigital.com/

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclosures:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

An up-and-coming vertical of projects known as Consumer Vertical focuses on helping empower the everyday internet user and helping Web 3 reach its fullest potential.

Today, we have Derek, Co-Founder of Collab+Currency, to share with us:
- What is the Consumer vertical?
- 3 consumer verticals that will take off in 2023
- Identifying investable opportunities
- "3 rights" investing framework - Time, Problem, Team

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction

(00:02:22) – Introduction to Collab+Currency 

(00:05:45) – "Aha!" moment for Derek 

(00:07:57) – Conviction to focus on the consumer vertical 

(00:11:16) – Disrupting Web 2 social media platforms

(00:17:22) – Social features enabled by blockchain 

(00:22:43) – Outpacing Web 2 competitors

(00:24:24) – Derek's investing framework 

(00:37:17) – Identifying networks that can be monetized

(00:40:12) – Narratives that might take off in 2023

More Resources:

Guest

Collab+Currencyl's Website: https://www.collabcurrency.com/

Derek's Twitter: https://twitter.com/derekedws

Flamingo DAO's Website: https://flamingodao.xyz/

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclosures:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

Blockchain Capital is one of the earliest and leading venture capital firms in the blockchain industry. Today, Blockchain Capital manages $2 billion in AUM, and has invested in some of the largest blockchain companies like OpenSea, 1inch and Aave. 

Today on Blockcrunch, we have Kinjal Shah and Yuan Han Li, Partner and Associate at Blockchain Capital to share with us:

• 4 verticals they think will take off in 2023
• Framework for investing in different verticals
• Making Web 3 development more accessible for builders

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction

(00:01:39) – Introduction to Blockchain Capital 

(00:07:48) – Exploring consumer vertical 

(00:12:47) – Improving wallet UX with Account Abstraction 

(00:21:30) – Unlocking more use-cases in NFTs

(00:25:09) – Apps verticalizing into its own app-chain and app-rollup

(00:31:03) – Making Web 3 development more accessible

(00:35:23) – Layer 1 landscape & new developments

(00:41:26) – Value capture of dApps vs protocols

(00:44:52) – Projects to watch out for in 2023

More Resources:

Guest

Blockchain Capital's Website: https://blockchain.capital/

Kinjal Shah's Twitter:https://twitter.com/_kinjalbshah

Yuan Han Li's Twitter:https://twitter.com/yuan_han_li

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

STEPN took the world by storm when it introduced the idea of earning through movement - at its peak, there were more than a million daily active users using STEPN.

Since then, Find Satoshi Labs (team behind STEPN) has made further strides and verticalized to launch its own decentralized exchange DOOAR and more recently, their NFT marketplace MOOAR. 

Today on Blockcrunch we have Mable Jiang, Chief Revenue Officer at Find Satoshi Labs to share with us:

• How is STEPN performing in a bear market 
• Decision to verticalization
• Enforcing royalties on DOOAR
• Trading vs subscription fee on DOOAR

Host: Jason Choi @mrjasonchoi . Not financial advice.

------------ Timestamps -------------

(00:00:00) – Introduction

(00:01:39) – Introduction to STEPN

(00:04:41) – Motivation for playing STEPN in a bear market

(00:09:07) – STEPN's new dual reward system

(00:14:19) – Cutting Orca off and creating own DEX (DOOAR)

(00:20:41) – Building their own NFT marketplace (MOOAR)

(00:29:02) – Synergies between MOOAR and STEPN

(00:31:50) – Managing STEPN, DOOAR & MOOAR all at once

(00:35:58) – Decision behind MOOAR's subscription fee

(00:43:54) – Status and roadmap on all the developments

----------- Sponsors -------------

dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange

----------- More Resources ---------

Guest

Mable's Twitter:https://twitter.com/Mable_Jiang

Find Satoshi Lab's Twitter: https://twitter.com/fslweb3

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

------------ Disclosures -------------

Disclaimer: The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

While traditional funds entering the crypto space is becoming more common, GoldenTree's entrance is huge news because of their caliber and active investment strategy

Today on Blockcrunch, we have Avi Felman, GoldenChain's Head of Digital Asset Trading to share with us:

• How might crypto markets evolve over the years
• Frameworks for short-term and long-term trading
• GoldenChain's thesis for $5.2 million investment into Sushi and their plans

Host: Jason Choi @mrjasonchoi . Not financial advice.

------------ Timestamps -------------

(00:00:00) – Introduction

(00:01:42) – Avi's road to investing in crypto professionally

(00:05:52) – GoldenTree, a $47b fund's foray into crypto

(00:09:19) – Evolution of crypto markets

(00:20:37) – Categorizing different bets

(00:26:12) – System for short-term trading

(00:31:43) – Investing for the long-term

(00:36:30) – GoldenTree's investment thesis in SUSHI

(00:42:53) – Restructuring a decentralized organization

----------- Sponsors -------------

dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange

----------- More Resources ---------

Guest

Avi Felman's Twitter: https://twitter.com/AviFelman

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

------------ Disclosures -------------

Disclaimer: The Blockcrunch Podcast ("Blockcrunch") is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.