In today's Roundtable 005 episode Jason and Sanat are joined by Blockchain Capital's Principle, Yuan Han Li, where the three discuss ETH value accrual, ETH's money utility, before diving deep on infrastructure mechanics and Jason's changing views on ETH. As well as much, much more — enjoy! Host: Jason Choi @mrjasonchoi . Not financial advice. Timestamps: (00:00) Introduction (01:27) Disagreggation of ETH Value Accrual (16:20) $ETH as money (27:40) Modularity conviction (33:11) Fees as behaviour ...
Feb 15, 2024•52 min•Season 1Ep. 256
It's the start of 2024 and you know what time it is - time for predictions! Don't miss this week's thrilling episode where Jason and Sanat unveil their top 9 predictions for the year: Will ETH ETF bring about another bull run Launch of restaking and future of ETH Will Cosmos ecosystem finally take off And more! Host: Jason Choi @mrjasonchoi . Not financial advice. Timestamps: (00:00:00) – Episode introduction (00:02:20) – Will ETH ETF disappoint (00:08:10) – % of ETH that will be restaked (00:14...
Jan 23, 2024•52 min
In December 2023, Sei Network joined the "billion-dollar network club" in market cap, as its value doubled and its user count skyrocketed. Sei stood out amongst the crypto natives as it claims to be the fastest Layer 1 out there (yes, even faster than Solana) and the first live blockchain to become a parallelized EVM chain. Today we have Jayendra Jog, Co-Founder of Sei, to share with us - How did Sei become the fastest blockchain - What is parallelized EVM and why it's a game-changer - Sei's roa...
Jan 10, 2024•46 min
Stablecoins represent a significant segment of the cryptocurrency market due to their widespread applicability. So far, stablecoin models range from centralized, fiat-backed variants such as USDT and USDC, to more decentralized models like Maker's DAI, an over-collateralized stablecoin, and the infamous algorithmically-backed UST by Luna. Despite this variety, the crypto industry still lacks a decentralized, internet-native stablecoin that combines attractive yet sustainable yields. Ethena aims ...
Dec 28, 2023•46 min
In 2021, a few Web 3 games emerged, briefly capturing global attention and demonstrating the potential of this gaming sector. Fast forward to 2024, numerous game studios are poised to launch their titles, honed over three years. This raises the question: Are we on the cusp of another GameFi revolution, this time for good? The Web 3 gaming landscape so far, and what to look forward to in 2024 Immutable's partnership with Polygon and Immutable Host: Jason Choi @mrjasonchoi . Not financial advice. ...
Dec 08, 2023•41 min
The crypto markets are showing signs of revival. With the recent resolution of Binance's case alleviating market uncertainty, investors are looking forward to 2024 with optimism. More importantly, what tokens are worth looking at across the various crypto verticals? Jason and Sanat shares their list with viewers this week: In episode 3 of Blockcrunch Roundtable, Jason & Sanat discusses: Why resolution of Binance's case is good for the markets Top picks for different verticals heading into 20...
Nov 28, 2023•56 min
Exploring history offers valuable lessons, enabling us to sidestep past errors and identify markers of excellence. These insights are particularly beneficial in the realm of investing, where understanding historical trends and outcomes can inform smarter, more strategic decisions In episode 2 of Blockcrunch Roundtable, Jason & Sanat discusses: 3 verticals that showed promise but ultimately failed to gain traction 3 emerging verticals with the potential for significant success Host: Jason Cho...
Nov 14, 2023•57 min
The trading volume of NFTs has markedly decreased since the previous bull market, with a recent figure of merely $37 million per week, a sum that constitutes less than 1% of Bitcoin's daily trading volume. This downturn begs the question: are NFTs facing extinction, or is there potential for resurgence? Joining us today is Tieshun, widely recognized as Pacman on Twitter and notably the founder of Blur, the singular NFT marketplace that triumphed over Opensea to talk about: Why NFTs are not dead ...
Oct 31, 2023•46 min
We're back with a brand new series - Blockcrunch RoundTable! In this new format, Jason is joined by Sanat, an Investor at Dragonfly to discuss all things crypto - from latest market developments, their investment experiences and future outlooks For this episode, they discussed the top 5 wildest crypto ideas that were funded, and dived into: Why they are considered wild Their thoughts on what went wrong and right Things to look out for in the future Host: Jason Choi @mrjasonchoi . Not financial a...
Oct 24, 2023•1 hr 8 min
Over the past 5 years, Blockcrunch has been a beacon for the Web 3 community. As we evolve, we're thrilled to announce an upcoming rebrand. Stay tuned for details on our renewed commitment to serving our audience even better! But before we embark on this new journey, we're celebrating the legacy of our current show. This week, join us as we host Darryl Wang, Co-Founder of Tangent - the angel collective co-founded by our very own Jason - to discuss: Bull and bear case for the next 12 months Bigge...
Sep 07, 2023•52 min
Superscrypt is an early-stage web3 company seeded by Temasek, a globally recognized investment powerhouse headquartered in Singapore. Recognizing the immense potential of the decentralized digital landscape, Superscrypt focus exclusively on the next generation of internet technologies. Today, we have Jacob Ko, Partner at Superscrypt to share with us: Contrasting investment philosophies between the West and Asia Verticals Superscrypt is excited about Convincing & onboarding non-Web 3 users Si...
Aug 17, 2023•39 min
Recently, we have a few asset managers, including some of the largest in the world like Blackrock apply to create Bitcoin spot ETFs in the United States. This sparked a lot of speculation about whether this could herald institutional adoption of crypto and kickstart a bull market. Today, we have Ram Ahluwalia, CEO of Lumida and previous Head of Crypto & Digital Assets at Cross River, a crypto-friendly bank to share with us: Implications of BTC ETF on markets Odds of SEC approval Reasons for ...
Jul 19, 2023•40 min
Arkham Intelligence is a blockchain data analytics platform that recently started a huge debate on Twitter due to its Intel-to-Earn model, which pays users to deanonymize blockchain wallets. There are also discussions on whether Arkham collects off-chain data on its users, and whether Arkham is actually a government project used to spy on crypto users. Today, we have Miguel Morel, CEO of Arkham on the show where we asked him: Info that will be allowed on Arkham's marketplace Will Arkham work wit...
Jul 14, 2023•56 min
Maven11 is one of the foremost crypto-venture funds renowned for its early trend detection and deep focus on the infrastructural layer of the crypto space. In this episode, we dive into the secular trends that crypto investors should be aware of, particularly the Modular Blockchain thesis. Watch this episode to keep up with the next wave of blockchain evolution and its potential to shape the future of the crypto landscape Chief Investment Officer Balder Bomans and Mathijs, Associate Partner of M...
Jul 05, 2023•43 min
In part 2 of our "AI x Web 3' series, we spoke with Giza, an end-to-end platform that makes it easy for developers to bring AI onto the blockchain to find out more about why AI SHOULD be onchain, and why onchain AI is the next biggest unlock since the invention of smart contracts In this episode, Cem and Fran, Co-Founders of Giza also share with us: Where are we in AI's lifecycle 5 interesting use cases of AI x Web 3 Open versus closed AI models Host: Jason Choi @mrjasonchoi . Not financial advi...
Jun 02, 2023•43 min
If you were on the internet for the past 6 months, chances are you have realized that we're entering into the age of Artificial Intelligence (AI), and maybe even experimented with ChatGPT As investors, you might have also considered what's the best way for you to capitalize on this paradigm shift - Jake Brukhman is here to answer that Jake is the Founder of CoinFund, one of the earliest crypto funds, and has a reputation for being extremely early to large trends. In this episode, he shares with ...
May 17, 2023•45 min
Despite complaints about privacy and exploitative revenue sharing, social media giants like Instagram, Facebook, and Twitter still dominate the social media landscape after more than a decade Why aren't users and creators exploring other platforms? Well, they simply can't since these giants own their data and audiences, and moving means losing all the progress they've built In this Blockcrunch episode, Ryan Li, Co-Founder of CyberConnect, a decentralized social graph protocol trying to revolutio...
May 11, 2023•51 min
NFTs today are mostly static profile pictures. What if we could create more engaging experiences with dynamic NFTs in a decentralized manner? Tableland, a database protocol is revolutionizing data management in Web 3, allowing developers to build dApps in a Web 3-native manner while overcoming the limitations of existing databases In this Blockcrunch episode, Andrew Hill, Co-Founder of Tableland shares with us Problems with existing databases Use cases unlocked by Tableland Entering Web 3's data...
May 05, 2023•39 min
P.S You can find our full report on stablecoins at https://bit.ly/3AtuuCl Stablecoins, as the name suggests, were thought to be stable - that is, until the recent USDC depeg drama where the supposedly rock-solid stablecoin traded from one dollar to eighty five cents as one of the major custodial banks went under Can we still trust major stablecoins like USDC or USDT? If not, what are some alternatives? In this episode, Michael who wrote a 20-page research article on stablecoins for our Blockcrun...
Apr 27, 2023•40 min
Have you ever wondered how professionals invest and trade NFTs? How is it that some are seemingly able to time the market perfectly and accurately value something that supposedly trades on cultural relevance and memetic desire? In this Blockcrunch episode, Spencer Sand-Gordon, Founder of Spencer Ventures, an NFT-only crypto fund demystifies NFT trading and shares with us: Entering and exiting NFT positions How to build investment theses for NFTs Future of NFT markets Host: Jason Choi @mrjasoncho...
Apr 19, 2023•51 min
In 2021, Axie Infinity took the world by storm as the world's most popular Play-to-Earn game with 2.7 million concurrent users at its peak. It also shocked the world a 2nd time in March 2022, albeit for a negative reason as its Ronin bridge suffered the largest bridge exploit of all time with $600M lost, Though users were made whole, confidence levels are inadvertently impacted Despite everything and the current lull period for crypto-gaming, Sky Mavis has been diligently building behind the sce...
Apr 11, 2023•49 min
Crypto has been always been likened to an echo chamber, where crypto-natives reinforce their beliefs over and over again with others on Twitter Contrarian and long-term thinkers are rare, and today on Blockcrunch we have just the guest to talk about investing in frontiers that most crypto-natives have yet to pick up Anirudh Pai, Partner at Dragonfly, shares with us: What it means to invest at the frontier Building an actual city with Praxis 2 overlooked verticals that are likely to take off in t...
Apr 05, 2023•49 min
Web 3 champions the ethos of decentralization, wherein users own their data, and services are trustless and permissionless. But ironically, much of Web 3 is built on centralized infrastructure. Today we have David Choi, Product Manager at Protocol Labs, to share with us how Web3Storage and NFT.Storage allows developers to build on Filecoin to achieve higher levels of decentralization, amongst other benefits over centralized providers. Watch this episode to learn: Web 2 vs Web 3 storage Why Filec...
Mar 30, 2023•49 min
In the past month, the banking sector experienced its most turbulent period since 2008. Major crypto-friendly banks, including Silvergate, Silicon Valley Bank, and Signature, have gone under, while the 170-year-old Credit Suisse stands on the brink of being absorbed by its main competitor, UBS. Are we witnessing a reenactment of the 2008 financial crisis? Will the BTFP Fed program ignite another bull run? Or, could we be entering a phase of hyperinflation where Bitcoin's value surges to $1 milli...
Mar 29, 2023•51 min
These few weeks have been turbulent for the markets to say the least, with 3 of the largest banks that support crypto winding down, USDC stablecoin de-pegging and more developments happening in real time. Is this the end for crypto, or are we on the cusp of another bull-run? Today we have Hal Press, founder of North Rock Digital who is known on Twitter for his timely and accurate calls, such as the ETH Merge trade and more recently, his thesis on why USDC will return to peg. In this episode, he ...
Mar 22, 2023•50 min
Opinion on DAOs, or decentralized autonomous organizations is split between 2 camps - those that don't believe that decentralized organizations can be effective, and those that swear its the business model of the future To end the debate, there's no one better to ask than DAO experts Anthony and Timour, who operate and invest in DAOs at the same time on: Why and when a DAO structure is better than traditional organizations Lessons learned in operating & investing in DAOs 2 promising up and c...
Mar 08, 2023•51 min
Recently, a new phenomenon called Ordinals, known as NFTs on Bitcoin reignited interest in Bitcoin and got people wondering - what else is possible and is this the start of something bigger? At the center of this discussion is Stacks, a smart-contract layer built on Bitcoin that is working to unlock the $500 billion Bitcoin capital via DeFi, NFTs, and more. In this Blockcrunch episode, Muneeb, co-creator of Stacks shares with us: How Stacks is going to unlock the potential of Bitcoin Why build o...
Mar 02, 2023•1 hr
Over the past few months, there has been a steady uptick in activity on Arbitrum, an Optimistic Layer 2 scaling solution on Ethereum. Today, Arbitrum is home to popular DeFi dApps and GameFi projects like GMX and Treasure and owns more than 50% of the market share against other Layer 2s like Optimism and Metis. In this Blockcrunch episode, A.J Warner, Chief Strategy Officer at Offchain Labs shares with us: How the rollup landscape has evolved Difference between Arbitrum One, Arbitrum Nova and Op...
Feb 23, 2023•45 min
This is a sponsored episode from our collaboration with Filecoin Huddle01 is a decentralized video-meeting platform built to be scalable and secure from the get-go and features web 3 functions such as NFT-gated meetings and decentralized storage for meeting recordings. In 2022, it hosted over 30,000 meetings that lasted over 500,000 minutes on its platform. Today on Blockcrunch, Huddle01's Co-Founder Ayush shares with us: Huddle01's 3-pronged approach to decentralizing communication Problems wit...
Feb 15, 2023•38 min
Ryan Breslow dropped out of Stanford to found payment startup Bolt, which later on raised $1.3 billion dollars at an $11 billion valuation - making Ryan one of the world's youngest self-made billionaires (according to Forbes) Now, Ryan is on the mission of improving the health and wellness of the world with alternative medicine like natural remedies, by making them more accessible to all and giving them the credibility they need via clinical trials. Today on Blockcrunch, Ryan shares with us: Wha...
Feb 09, 2023•38 min
