The Blockcrunch Podcast
294 episodes - English - Latest episode: 13 days ago - ★★★★★ - 35 ratingsThe 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.
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Episodes
Why Top Investors Are Excited About DePIN - Mahesh from EV3, Ep. 253
April 11, 2024 10:00 - 49 minutes - 45.6 MBToday Jason is joined by Mahesh Ramakrishnan, Seed Investor at Escape Velocity (EV3). Today Mahesh joins us to discuss all things DePIN. The conversation begins with an overview on the DePIN category and why EV3 has chosen to focus it's attention here. The two then go on to review how the labour market may change as a result of DePIN developments, DePIN's unit economics, bandwidth vs compute providers, as well as EV3's North Star, and 2024's leading DePIN projects. This is not one to miss as...
2024 Q1 Crypto Recap: What You Missed - Blockcrunch Roundtable 008
March 21, 2024 10:00 - 53 minutes - 48.9 MBIn today’s Roundtable, Jason and Sanat take a moment to assess what has happened in Q1 2024. They kick things off by discussing new BTC ATH's and what this means for liquidity flows and meme coins. As a result, the two turn to venture opportunities this cycle, given the meme activity in recent months. Jason and Sanat then go on to discuss the Jupiter Airdrop, the future of L1s, EigenLayer's $100M raise from a16z, as well as a review on Ethena as the most dominant rev-gen application in crypt...
Is BRC Over in 2024? - Blockcrunch Roundtable 007 feat. Catrina from Portal Ventures
March 07, 2024 10:00 - 47 minutes - 43.3 MBIn today’s Roundtable, Jason and Sanat are joined by Catrina Wang of Portal Ventures. Catrina has written one of the most comprehensive breakdowns of the BTC/BRC thesis to-date. At the time of recording (02/22/24) Bitcoin just broke $50,000, however what’s new this cycle is the BRC phenomenon. Today, BRC’s are at a $3 billion market cap and now more than ever, there’s a rekindled interest in BTC L2s. In this episode Catrina discusses her thesis in detail, as it relates to BRC reactions, i...
Eigenlayer: Everything You Need to Know in 2024 - Sreeram Kannan, Ep. 253
February 29, 2024 11:00 - 52 minutes - 48.4 MBToday Jason is joined by none other than EigenLayer Founder, Sreeram Kannan. Sreeram kicks things off by sharing the founding story of EigenLayer and how Sreeram and the team thought about EigenLayer's value proposition. Jason then digs into the details; what are EigenLayer's Actively Validates Services (AVS)? Are there security assumptions related to slashing? What are the centralisation considerations for EigenLayer? What are the commercial incentives for builders? And much, much more. Enj...
Airdrops Are Poison for Crypto - Blockcrunch Roundtable 006
February 22, 2024 11:00 - 59 minutes - 54.6 MBIn today’s Roundtable 006 episode Jason and Sanat discuss all things Airdrops. They start by reviewing the history of Airdrops, among the most successful releases, before diving deep on trying to objectively evaluate Airdrops and their utility; are they a good way for retail investors to make money, for founders to grow their projects and whether or not it’s financially sound strategy and business decision. Jason and Sanat dive deep on the data, reviewing on-chain activity and historic exam...
Is ETH Uninvestable? The ETH Disaggregation Thesis - Blockcrunch Roundtable 005 feat. Yuan from Blockchain Capital
February 15, 2024 10:00 - 51 minutes - 47.6 MBIn 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 ...
9 Predictions for Crypto in 2024 - Blockcrunch Roundtable 004
January 23, 2024 17:23 - 51 minutes - 47.3 MBIt’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...
What You Need to Know About Sei: The First Parallelized EVM - Jay Jog, Sei Network, Ep. 250
January 10, 2024 12:46 - 45 minutes - 42.3 MBIn 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-chan...
Can Ethena Win the Stablecoin Market in 2024? - Guy Young, Ethena Labs, Ep. 249
December 28, 2023 14:35 - 46 minutes - 42.2 MBStablecoins 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 ...
IMX Founder on Web 3 Gaming in 2024 - Robbie Ferguson, Immutable, Ep 249
December 08, 2023 12:20 - 40 minutes - 37.2 MBIn 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...
10 Crypto Projects to Pay Attention to for 2024 - Blockcrunch Roundtable 003
November 28, 2023 12:04 - 56 minutes - 103 MBThe 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 in...
Biggest Crypto Flops of the 2020s (So Far) and What Might Win - Blockcrunch Roundtable 002
November 14, 2023 10:16 - 56 minutes - 51.8 MBExploring 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: Jaso...
Are NFTs Coming Back? Interview with Blur Founder - Pacman, Blur, Ep. 248
October 31, 2023 14:18 - 46 minutes - 42.3 MBThe 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 no...
5 Wildest Things Crypto VCs Have Invested In - Blockcrunch Roundtable 001
October 24, 2023 13:39 - 1 hour - 62.5 MBWe’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 f...
Season Finale: 2023 Q4 Crypto Market Outlook with Tangent - Darryl Wang, Tangent, Ep. 247
September 07, 2023 16:22 - 52 minutes - 49.6 MBOver 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 month...
Superscrypt: A Conversation with Asia's Powerhouse Web 3 Venture Fund - Jacob Ko, Superscrypt, Ep. 246
August 17, 2023 15:04 - 39 minutes - 35.8 MBSuperscrypt 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 us...
Will BTC ETFs Kickstart the Next Bull Run? - Ram Ahluwalia, Lumida, Ep. 245
July 19, 2023 13:05 - 40 minutes - 91.8 MBRecently, 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 ...
Arkham Intelligence and Ethics of Privacy on Blockchain - Miguel Morel, Arkham Intelligence, Ep. 244
July 14, 2023 12:08 - 55 minutes - 76.2 MBArkham 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 w...
Top Crypto Fund on What's Worth Backing in Crypto - Balder and Mathijs from Maven 11, Ep. 243
July 05, 2023 07:21 - 42 minutes - 69.6 MBMaven11 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, Associ...
How AI Will Change Web 3 Forever - Cem & Fran, Giza, Ep. 242
June 02, 2023 10:10 - 42 minutes - 39.1 MBIn 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 ...
The AI and Crypto Episode You've Been Waiting For - Jake Brukhman, CoinFund, Ep. 241
May 17, 2023 13:58 - 45 minutes - 41.3 MBIf 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,...
Ex-BitTorrent CTO on Decentralized Social Networks: Overlooked or Overhyped? - Ryan Li, CyberConnect, Ep. 240
May 11, 2023 12:29 - 50 minutes - 46.6 MBDespite 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 try...
"This will change NFTs forever" - Behind Tableland, the New Web 3 Database for NFTs - Andrew Hill, Tableland, Ep. 239
May 05, 2023 14:08 - 39 minutes - 54.1 MBNFTs 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 ...
Analyst Hour: Michael Li on Stablecoins
April 27, 2023 01:28 - 39 minutes - 54.8 MBP.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 stablec...
Finding 3x vs 200x bets: Secrets of a NFT Trading Fund - Spencer, Spencer Ventures, Ep. 238
April 19, 2023 16:43 - 50 minutes - 69.9 MBHave 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...
Why 2023 Is the Year for Ronin - Aleksander Larsen, Sky Mavis, Ep. 237
April 11, 2023 15:42 - 49 minutes - 67.9 MBIn 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 buildin...
Contrarian Crypto Theses for the Next 20 Years - Anirudh Pai, Dragonfly Capital, Ep. 236
April 05, 2023 14:27 - 48 minutes - 44.4 MBCrypto 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 like...
How Does Storage in Web 3 Work and Why It Is Important? - David Choi, Protocol Labs, Ep. 235
March 30, 2023 04:10 - 49 minutes - 45.2 MBWeb 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 ...
What Silvergate & SVB Crisis Means for Crypto, According to Crypto Bank Insider - with Ram Ahluwalia, Lumida, Ep. 234
March 29, 2023 10:04 - 50 minutes - 46.4 MBIn 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 t...
Navigating Chaos as a Crypto Trader - Hal Press, North Rock Digital, Ep. 233
March 22, 2023 17:20 - 50 minutes - 45.8 MBThese 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 ...
Why We're Investing $20M into DAOs - Anthony & Timour, Seed Club Ventures, Ep. 232
March 08, 2023 05:55 - 50 minutes - 46.5 MBOpinion 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 ...
“This is the Most Important Thing on Bitcoin in the Past 5 Years” - Stack’s Muneeb Ali on Bitcoin Ordinals, Ep. 231
March 02, 2023 09:51 - 59 minutes - 54.8 MBRecently, 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 B...
Arbitrum: Everything You Need To Know About The Top Layer 2 - A.J. Warner, Offchain Labs, Ep. 230
February 23, 2023 14:13 - 44 minutes - 41.1 MBOver 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 ...
How This Project Built “Zoom for Web 3” - Ayush Ranjan, Huddle01, Ep. 229
February 15, 2023 15:44 - 38 minutes - 52.5 MBThis 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 communi...
28-Year-Old Billionaire Launches DAO to Fund Health Research - Ryan Breslow, Love, Ep. 228
February 09, 2023 10:24 - 38 minutes - 88 MBRyan 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...
It Costs $35 MILLION to Make This Crypto Game - Kieran Warwick, Illuvium, Ep. 227
January 31, 2023 14:51 - 46 minutes - 42.4 MBCrypto games often face criticism for being unpolished and lacking quality, but Illuvium is unlikely to face this issue. Built by a team of 220 people, $35 million has been reportedly invested over 2 years in building this AAA Sci-Fi game world - and they’re expected to launch their games this year 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 traditiona...
Everything You Need to Know About Frax in 2023 - Sam Kazemian, Frax Finance, Ep. 226
January 26, 2023 15:33 - 1 hour - 58.6 MBCrypto markets are off to a bullish start in the new year, and one of the projects that have renewed a ton of community interest is Frax - the only semi-algorithmic stablecoin that has actually persisted throughout 2022’s thick and thin without depegging. 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 fina...
Finding Edge in Crypto 2023 - Hal Press, North Rock Digital, Ep. 225
January 20, 2023 08:14 - 37 minutes - 34.6 MBP.S Blockcrunch VIP subs can access exclusive alpha from Hal in our part 2 interview over at http://bit.ly/3iTnsS4 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...
Crypto Narratives For 2023: Why Consumer Apps Will Be Huge - Derek Schloss, Collab+Currency, Ep 224
January 12, 2023 14:06 - 48 minutes - 66.6 MBSince 2020, the development of the Web 3 space has arguably validated the value propositions of decentralized blockchains. However, Web 3 today primarily serves crypto-natives and exists as a subset of the internet. 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 vertica...
4 Trends to Watch in Crypto in 2023 - Kinjal & Yuan, Blockchain Cap, Ep 223
December 14, 2022 16:42 - 49 minutes - 67.8 MB*PS* we apologize for the background noise around the 17min mark. We have already tried to minimize it to the best we can, but it is still audible. Even amidst all the blowups in the bear market, great builders continue to build and great investors continue to support them. 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 companie...
MOOAR! Why You Should Pay Attention to This New Trend in DeFi & NFTs - Mable Jiang, Ep 222
November 30, 2022 07:34 - 49 minutes - 68.1 MBHow can crypto be dead when we still have outstanding teams building amidst this bear market? 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, Ch...
How A $47B Hedge Fund Invests in Crypto - Avi Felman, GoldenTree, Ep 221
November 22, 2022 15:59 - 48 minutes - 65.9 MBGoldenTree, one of the largest independent asset managers with $47 billion AUM recently announced their official foray into the crypto space with a new subsidiary GoldenChain and a $5.2 million investment in Sushi 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 mig...
How FTX Collapsed: An Industry Insider's Take, Ep 220
November 14, 2022 11:11 - 28 minutes - 26 MBLast week was one of the darkest weeks for the crypto industry - the implosion of one of the largest crypto exchanges that no one saw coming. In this episode, Blockcrunch Host Jason Choi recounts the entire FTX saga all the way from FTX's 2019 beginnings to the aftermath of the implosion. Host: Jason Choi @mrjasonchoi . Not financial advice. ------------ Timestamps ------------- (00:00:00) – Introduction (00:01:30) – Alameda's Raise in 2019 (00:03:14) – Raising for FTX (00:06:...
Tangent Fireside Chat: Did Regulations Kill DeFi? - Sam Kazemian, Frax, Ep. 219
November 08, 2022 17:19 - 45 minutes - 42 MBWith DeFi activity reportedly down 70% from its all-time high and the recent OFAC regulations, it is safe to say DeFi took a heavy beating in 2022. However, Sam Kazemian, Founder of decentralized stablecoin protocol Frax thinks that DeFi is not dead but requires innovation to reignite interest in the vertical. Today on Blockcrunch, we have Sam and Wangarian to share with us: Regulatory landscape and tips on navigating it Lessons that the DeFi industry could learn from Luna’s implosi...
Sei Network: the New L1 to Take Over DeFi - Jayendra Jog, Sei Network, Ep 218
October 28, 2022 17:26 - 47 minutes - 43.8 MBRecently we’ve seen the rise of applications verticalizing into their own app-specific chains While app-chains offers customizability, they lack the social coordination that generic chains bring - Sei offers both by being in the intersection of app-specific and generic chains Sei is the first sector-specific Layer 1 blockchain specialized for trading to give exchanges an unfair advantage Today on Blockcrunch, we have Jay, Co-Founder of Sei to share with us: Why sector-specific chains ...
Everything You Need to Know about ATOM 2.0 - Zaki Manian, Sam Hart, Ep 217
October 18, 2022 19:34 - 54 minutes - 49.6 MBCosmos has grown to become one of the largest blockchain ecosystem, with apps and services trading at more than $59 billion market cap However, the community has always criticized ATOM, the token that powers the ecosystem, for its inability to accrue value ATOM 2.0 is here to change that. Today on Blockcrunch, we have 2 Cosmos experts to share with us: The 4 proposed changes of ATOM 2.0 How value can be accrued to ATOM after the change Timeline of upcoming updates ...
Is there Still a Future for Web 3 Games? - Gabby Dizon, YGG, Ep 216
October 11, 2022 10:37 - 48 minutes - 44.6 MBYield Guild Games is the largest gaming guild in Web 3 and have invested in standout Web 3 game titles like Axie Infinity, Sandbox and more . To date, they claim to have helped 30,000 players worldwide earn over $10 million playing Web 3 games thanks to their scholarship model. Today, Yield Guild Game’s Co-Founder Gabby Dizon shares with us: 2 new ways Web 3 guilds are evolving 3 ways to make Web 3 games “fun” Framework on investing in games 2 games Gabby is excited for Host: Jason...
How To Revive DeFi - Julian Koh, Ribbon Finance, Ep. 215
October 04, 2022 09:20 - 1 hour - 58.2 MB*Apologies for the audio quality this week! Usual quality will resume in the next episode DeFi has been accused of being propped up by unsustainable ponzis - can Ribbon be the solution? Ribbon is a DeFi protocol that allows users access to crypto structured products. Till date, they reported over $10 billion in notional volume and claims to offer 24% on their ETH - despite being in a bear market. Today, Ribbon’s Co-Founder Julian Koh shares with us: How Ribbon generates yield Buil...
Why This $1B VC Fund Doesn’t Have Investment Analysts - Avichal Garg, Electric Capital, Ep. 214
September 27, 2022 06:56 - 51 minutes - 47.4 MBMany businesses have been disrupted by technology - Electric Capital thinks investing is no different Electric Capital, a crypto VC fund with more than $1 billion AUM, hires Software Engineers and Designers instead of Financiers to manage its fund. Today, Managing Partner Avichal from Electric Capital shares with us: Thesis on Software Eating Money DAOs as Internet-native corporations Importance of UI/UX to onboard the next billion users Great Thinkers = Good Founders...
Is There Still a Bull Case for Privacy? - Joe and Jon from Aztec Network, Ep. 213
September 20, 2022 18:37 - 56 minutes - 51.8 MBMost wouldn’t be comfortable with broadcasting their daily lives to the entire world - but that’s what happening with the transparent nature of blockchains Founders of Aztec Network believe that privacy is a fundamental human right and that crypto-users should have easy and cheap access to privacy. Today, Co-Founder Joe Andrews and Head of Growth Jon Wu from Aztec shares with us: Use-cases for privacy beyond illegal activities Achieving privacy as a default option Regulatory...