show episodes
 
The most global podcast for investors in cryptocurrencies and blockchain, featuring fund managers and founders from all corners of the world sharing their theses and strategies. Jason Choi (@mrjasonchoi), Head of Research at Spartan Capital, a cryptoasset hedge fund, goes deep into the technology and economics behind crypto projects to dissect trends and themes in a global context. Not financial advice.
 
Loading …
show series
 
I've been a vocal skeptic of NFTs as investments in the long term. To challenge my view, veteran crypto VC and ex-Coinbase early employee, Nick Tomaino (@NTMoney), joins us to debate: How do you value digital collectibles? The enforceability of moats in NFTs Are NFTs in a bubble? How large is the NFT opportunity? NFT projects Nick is most excited a…
 
Crypto is evolving rapidly as an asset class - analysts now have to wade through terabytes of data to surface opportunities that may generate alpha. At the center of this is Dune Analytics, a community-driven data platform favored by crypto diehards. Founder Frederik Haga (@hagaetc) joins us to discuss: How do analysts generate alpha from onchain d…
 
This week, I'm joined by the two young entrepreneurs behind Rari Capital, Jai Bhavnani (@jai_bhavnani) and Jack Lipstone (@JackLipstone), to talk all things DeFi and yield. We discuss: What are the moats for yield aggregators? Rari Capital's focus on UX and security Strategies for retaining users in DeFi The sustainability of DeFi yields Host: Jaso…
 
With DeFi ballooning into a $70B phenomenon, a lot of attention has turned to The Graph, an indexing protocol supporting the most popular DeFi projects. The Graph business lead Tegan Kline (@theklineventure) joins us in discussing: What is an "indexing protocol"? Why is The Graph the most used project in crypto What are parallel services/ companies…
 
When will institutions get excited about crypto beyond Bitcoin? Richard Galvin (@richwgalvin), founder of Sydney-based Digital Asset Capital Management, a top-performing fund in the past few years, join us to share his take as a former trad-fi investor turned crypto fund manager: Why "composable yield" will drive trillions to crypto What projects D…
 
In Part 2 of our discussion about algorithmic stablecoins, we are joined once again by Mechanism Capital analyst Ben Simon(@benjaminsimon97) to break down: Why some current algo stablecoins do not work Projects in the vertical that Ben is bullish on The investment opportunity for algo coins Jason Choi (@MrJasonChoi). This show is not financial advi…
 
Algorithmic stablecoins like Ampleforth, Basis Cash, Empty Set Dollar and Frax are all the rage...but do these ostensible "ponzi" games have have any lasting value? In Part 1 of our 2 part series, Mechanism Capital analyst Ben Simon(@benjaminsimon97) joins us in discussing: The economic origins of algorithmic stablecoins The main trade offs of algo…
 
0x Protocol is one of the earliest decentralized exchange protocols. With more competition, increasing regulatory scrutiny and billions more in value in DeFi, we revisit the project after 2 years with Head of Growth Clay Robbins (@crabbylions): How does 0x compete with new decentralized exchanges? Will FinCEN's KYC rule affect dex's? How to bootstr…
 
With Coinbase filing to go public, crypto exchanges have hit an inflection point. Amid increasing regulatory scrutiny and institutional interest, what will it take to win the exchange game? Bittrex Global's COO Stephen Stonberg joins us to discuss: Why the "Amazon Moment" for Crypto exchanges is now Why compliant exchanges will win over nimbler com…
 
Barnbridge, a new DeFi primitive that lets people structure complex financial products, recently caught the attention of DeFi founders and investors alike. Barnbridge founders join us in discussing: Why fixed income is the next big opportunity in DeFi What are risk tranches and why do they matter? How Barnbridge opens a new design space for DeFi Ja…
 
1inch, the DeFi exchange aggregator, has facilitated almost $7B in trading volumes less than a year from inception. Founders Sergei (@deacix) and Anton (@k06a) join us to talk about one of the hottest projects in DeFi. How 1inch grew from $0 to $7B Strategic moats for aggregator businesses Value accrual for 1inch token Jason Choi (@MrJasonChoi). Th…
 
Ethereum 2.0, arguably the most significant catalyst for ETH, is finally live. Analysts Wilson Withiam (@WilsonWithiam) and Ryan Watkins (@RyanWatkins_) from Messari Crypto join us in breaking down all things ETH 2.0 for the savvy investor. What are the ETH 2.0 phases? How will ETH monetary policy change? How will ETH 2.0 affect Ethereum's value? W…
 
Thailand's largest commercial bank recently dipped its toes into DeFi by investing in Alpha Finance, a Binance-backed research team building consumer DeFi products. Founder Tascha (@tascha_panpan) joins me in discussing: What is Alpha Finance? Market gaps in DeFi today Why levered yield farming is Alpha's first product How Alpha decides what produc…
 
dYdX wants to become the largest crypto exchange - period. Can DeFi challenge centralized exchange giants? 2 years since our first conversation, founder Antonio (@AntonioMJuliano) joins us to talk: Why is dYdX focusing on perpetual swaps Uniswap vs. dYdX vs. Synthetix Building on Layer 2 vs. building on other chains Tactics for scaling DeFi users H…
 
Within a few years, USDC ballooned from an experiment to a $3 billion dollar phenomenon - but this is just the beginning. CEO and founder of Circle, Jeremy Allaire (@jerallaire) joins us in revealing: His experience taking 2 tech companies public in the 90s How Circle grew USDC in the early days US vs. Asia in the fight for crypto dominance USDC on…
 
Can investors find alpha by looking at blockchain data? Companies have been built around the idea of aggregating onchain transaction data into investable insights - do they work? Host Jason Choi speaks with Brian and Dino from crypto analytics company, Santiment (@santimentfeed). We discuss: What are the most reliable onchain metrics for traders? W…
 
IDEX is taking a unique approach to scaling decentralized exchanges by combining centralized elements with non-custodial features. Can this work? We speak with founder Alex Wearn (@AlexWearn) on: Uniswap vs. order book exchanges Why dex's need to move to layer 2 Is some centralization ok for dex's? Trust assumptions IDEX users have to make Host: Ja…
 
Loading …

Quick Reference Guide

Copyright 2021 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login