The crypto native's podcast for DeFi, NFTs, and Web 3. . Jason Choi (@mrjasonchoi), full-time crypto investor since 2018, goes deep into the technology and economics behind crypto projects to dissect trends and themes in a global context. Nothing on this show is financial advice. Blockcrunch and its personnel may hold positions in assets discussed on the show.
…
continue reading
![Artwork](/static/images/128pixel.png)
1
What Are AI Agents and How They Affect Crypto - Sishir Varghese, Spectral, Ep. 261
48:52
48:52
Na później
Na później
Listy
Polub
Polubione
48:52
Today Jason is joined by Spectral's Co-Founder & CEO, Sishir Varghese to discuss the Onchain Agent Economy and the future of machine intelligence networks aiding autonomous onchain agents . In this episode they discuss: AI/LLM integration abstractions Revenue-generating agents Competitive market dynamics: The Agent App Store Agent transparency A li…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Investors Are Not Funding Apps - Blockcrunch Roundtable 013
51:01
51:01
Na później
Na później
Listy
Polub
Polubione
51:01
We're back with another Roundtable episode! Today Jason and Sanat discuss: Apps: the changing user onboarding landscape App vs Infra investment flows Fee taking business model vs token value accrual Regulation: incentive alignment And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The No BS Guide to Crypto AI with Prodia - Shawn Wilkinson, Prodia, Ep. 260
56:24
56:24
Na później
Na później
Listy
Polub
Polubione
56:24
Today Jason is joined by Prodia Co-Founder & CEO, Shawn Wilkinson to discuss the future of AI x Crypto and decentralized compute. In this episode they discuss: The foundations for Prodia Why now is the time for DePIN Decentralized node use-cases Training vs decentralization Web3 compute network scepticisms Will Prodia launch a token? And much more!…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
On a Tangent #2: How We Survive Bull and Bear Markets in Crypto - Darryl Wang and Jason Choi
1:00:41
1:00:41
Na później
Na później
Listy
Polub
Polubione
1:00:41
Welcome to 'On a Tangent' episode 2 , a special segment of Blockcrunch! Jason and Darryl, prop investors at Tangent, sit down to discuss: H1 2024 review How to develop edge as an investor Bull/bear inflection analysis How to conduct conviction reviews ETH ETF post-launch Verticals Jason & Darryl's early days in crypto And much, much more Host: Jaso…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
AI is NEAR: Why AI OG Wants to Build a Blockchain for AI - Illia Polosukhin, NEAR Protocol, Ep. 259
53:32
53:32
Na później
Na później
Listy
Polub
Polubione
53:32
Today Jason is joined by NEAR Protocol Co-Founder, Illia Polosukhin to discuss the future of AI and blockchain technology. In this episode they discuss: The early days of NEAR AI x Crypto verticals User-AI NEAR's AI R&D lab Why NEAR is well positioned for AI x Crypto And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Timestamps…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
On a Tangent #1: How We 4x'd Our Portfolio in the First Year - Darryl Wang and Jason Choi
1:44:15
1:44:15
Na później
Na później
Listy
Polub
Polubione
1:44:15
Welcome to 'On a Tangent' episode 1 , a special segment of Blockcrunch! Jason and Darryl, prop investors at Tangent, sit down to discuss: - How Tangent began - Tangent’s investment strategies that led to top percentile returns since inception - Biggest wins and losses - Trading vs venture investing - How to succeed as an Analyst And much, much more…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How Crypto Investors Think About Bear Markets - Blockcrunch Roundtable 012
55:58
55:58
Na później
Na później
Listy
Polub
Polubione
55:58
Today Jason and Sanat sit down to discuss bear markets. Jason kicks things off with an explanation of his bear market framework. The two then review token creation vs token value in the current cycle, defining a 'bear market', as well as investment time horizons. Jason and Sanat also review the Major vs Alts debate, how to weather down cycles, as w…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Arch Network is the Future for Bitcoin dApps - Matt & Amine, Arch Network, Ep. 258
43:54
43:54
Na później
Na później
Listy
Polub
Polubione
43:54
Today Jason is joined by Arch Network CEO, Matt Mudano and CTO Amine ElQaraoui to discuss Bitcoin programmability. Matt and Amine kick things off by explaining why building on Bitcoin makes sense, how Ordinals were the catalyst, and the possibilities of Bitcoin programmability. The conversation then turns to multisig security assumptions on Bitcoin…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How We're Playing the ETH ETF - Blockcrunch Roundtable 011
50:58
50:58
Na później
Na później
Listy
Polub
Polubione
50:58
Today Jason and Sanat breakdown the ETH ETF approval news. They discuss the custody unlocks thanks to the ETF, what price activity might look like as a result of inflows, the implications for Lido, NFT's, and EigenLayer. As well as wider ramifications on L2s and what this could mean for memecoins. The two then discuss the slow down in activity on E…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
YGG is Building the First Guild Protocol - Gabby Dizon, Ep. 257
41:38
41:38
Na później
Na później
Listy
Polub
Polubione
41:38
In today's episode Jason sits down with Yield Guild Games Co-Founder Gabby Dizon! Gabby discusses YGG's origin story, the future of P2E, and scholarships. As well as how YGG reviews the Web3 gaming landscape, Gabby's lessons from his days in Web2 gaming, plus Gabby shares his top up and coming Web3 games! To finish, Jason and Gabby discuss the Guil…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Upcoming SocialFi Wave in Crypto - Blockcrunch Roundtable 010
49:59
49:59
Na później
Na później
Listy
Polub
Polubione
49:59
In today's Roundtable Jason and Sanat discuss Social Apps! They kick things off with a review of friend.tech's Airdrop, before defining ‘Web3 Social’ and ‘SocialFi’. The two then take a look at Farcaster's DAU growth, 'Stealcam', and the value-transfer in Social Apps. The two then discuss fantasy.top, Social Apps monetization, the explosion of pump…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Top Investors on What Makes a Good Crypto Token - Blockcrunch Roundtable 009
48:24
48:24
Na później
Na później
Listy
Polub
Polubione
48:24
In today's episode Jason and Sanat take stock of token fundamentals. The two conduct a deep dive on C/DEX listing strategy, airdrop/liquidity campaigns, liquidity vs token volume, and much more. As well as looking at examples of winners and losers and also commentary on the recent StarkWare controversy, as well as Ethena's success—enjoy! Host: Jaso…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Drift Is Betting Big on Solana - Cindy Leow & Chris Heaney, Ep. 256
40:05
40:05
Na później
Na później
Listy
Polub
Polubione
40:05
Today Jason is joined by Drift Co-Founder Cindy Leow & Developer Chris Healey. In today’s episode the three discuss the founding story of Drift, why there was a gap in the market for Drift, why the Solana ecosystem made sense, and whether it would if Drift launched today. Cindy and Chris then share their bear market learnings, what they took away f…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
AO: The Hyper Parallel Computer You Need to Know - Sam Williams, Ep. 255
51:48
51:48
Na później
Na później
Listy
Polub
Polubione
51:48
Today Jason is joined by Arweave Co-Founder & CEO Sam Williams. In this episode the two discuss the founding story of Arweave, solving infinite scalability, smart contract transferability, as well as breaking down actor oriented computing. Sam also explains the possibility of on-chain AI training with AO, AO’s ostensibility, what the ecosystem allo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
How to Play Memecoins, From the Godfather of MEME - Ray Chan, Ep. 254
57:05
57:05
Na później
Na później
Listy
Polub
Polubione
57:05
Today Jason is joined by 9GAG CEO Ray Chan, the Godfather of meme’s. In this episode Ray breaks down how to successfully transition from Web2 to Web3, why the ‘midcurve strategy’ might be best, the best Web3 GTM execution, as well as exploring a framework for Memeland, meme coin fundamentals, and an analysis of the modern day attention economy. For…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Why Top Investors Are Excited About DePIN - Mahesh from EV3, Ep. 253
49:47
49:47
Na później
Na później
Listy
Polub
Polubione
49:47
Today Jason is joined by Mahesh Ramakrishnan, Seed Investor at Escape Velocity (EV3). Today Mahesh joins us to discuss all things DePIN. The conversation begins with an overview on the DePIN category and why EV3 has chosen to focus it's attention here. The two then go on to review how the labour market may change as a result of DePIN developments, …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
2024 Q1 Crypto Recap: What You Missed - Blockcrunch Roundtable 008
53:23
53:23
Na później
Na później
Listy
Polub
Polubione
53:23
In today’s Roundtable, Jason and Sanat take a moment to assess what has happened in Q1 2024. They kick things off by discussing new BTC ATH's and what this means for liquidity flows and meme coins. As a result, the two turn to venture opportunities this cycle, given the meme activity in recent months. Jason and Sanat then go on to discuss the Jupit…
…
continue reading