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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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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.
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Dune Analytics: The Secret Weapon of Top Crypto Investors - Frederik Haga, Ep. 133 38:59

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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The Future of Yield Aggregators with Rari Capital, Ep 132 35:33

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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The Graph: Behind The Most Used Crypto Project, Tegan Kline, Ep 131 34:47

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Top Crypto Fund on 2021 Outlook, DeFi and Composable Yield, Ep. 130 43:41

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Ponzi or Game Changer? Algorithmic Stablecoins Part II- Ben Simon, Mechanism Capital, Ep. 129 44:06

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Ponzis or Game-changer? Algorithmic Stablecoins Part I - Ben Simon, Mechanism Capital, Ep. 128 32:23

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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What's Next for 0x Protocol? - Clay Robbins, Head of Growth at 0x Labs - Ep. 127 44:17

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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The Amazon Moment for Crypto Exchanges - Stephen Stonberg, Bittrex Global, Ep. 126 41:09

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Barnbridge: Bringing Risk Tranches to DeFi - Tyler Culler-Ward & Troy Murray, Ep. 125 50:22

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Zero to 1inch: Behind 1inch's Meteoric Rise - Sergej Kunz & Anton Bukov, Ep. 124 41:18

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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ETH 2.0: What You Need to Know - Ryan Watkins, Wilson Withiam, Ep. 123 53:00

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Alpha Finance: Asia's DeFi Rocketship - Tascha Punyaneramitdee, Ep. 122 39:23

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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dYdX: Winning the DeFi Exchange Wars - Antonio Juliano, Ep. 121 39:06

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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$0 to $3 Billion: The Master Plan for USDC - Jeremy Allaire, Ep. 120 48:36

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Finding Alpha from Onchain Crypto Data - Santiment Team, Ep. 119 55:32

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Can IDEX Compete with Centralized Exchanges? - Alex Wearn, Ep. 118 45:11

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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…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Will DeFi Scale on Layer 1 or 2? - Sam Bankman-Fried, Kain Warwick, Ep. 117 53:11

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It's no news that DeFi needs to scale - but will it happen on layer 2, or will projects move to other layer 1s? Serum's Sam Bankman-Fried (@SBF_Alameda) and Synthetix's Kain Warwick (@kaiynne) join us in discussing their opposite views on scaling Serum vs. Synthetix Solana vs. Optimistic Rollups Is Layer 2 enough to scale all of DeFi? Composability…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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What's Next For Aave? - Stani Kulechov, Ep. 116 44:38

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Stani Kulechov (@StaniKulechov), founder of Aave, joins us this week to recap the latest developments with How did Aave successfully pivot, and grow to $1B in deposits? What is "Aavenomics" and why is it gamechanging? How will Aave onboard traditional assets and bridge DeFi with traditional finance? What excites Stani the most? Host: Jason Choi (@M…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Dispelling FUD: Questions about DeFi Favorites - Santiago R Santos (ParaFi Capital), Ep 115 50:07

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Santiago Roel Santos (@santiagoroel), partner at ParaFi Capital, an active DeFi fund, joins us to answer your burning questions around popular DeFi projects: Is Synthetix scalable? Is Nexus Mutual incentives correctly designed? Does Yearn Finance have key man risk? Are food forks like Yam going to be around? Host: Jason Choi (@MrJasonChoi). If you …
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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A Market Vet's 2021 Crypto Outlook - Seth Ginns (CoinFund), Ep 114 51:41

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Seth Ginns (@sethginns), Head of Liquid Strategy at CoinFund, hops on the podcast to share his crypto investment thesis, informed by over 2 decades of investment experience. We discuss: Why 2021 is the big year for crypto Amazon in the 90s vs crypto today How should investors value new cryptoassets? Price target for Bitcoin Host: Jason Choi (@MrJas…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Nexus Mutual: The Missing Pillar in DeFi - Hugh Karp, Ep. 113 46:28

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Hugh Karp (@HughKarp), founder of Nexus Mutual, the largest project that provides insurance-like coverage for DeFi users, hops on Blockcrunch to answer your questions. We discuss: How does Nexus' token model work? Nexus' approach to pricing smart contract risk Why does Nexus have KYC? Will this stay? How can Nexus plug into other DeFi projects? Wha…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Serum: What it Means for DeFi - Sam Bankman-Fried (FTX), Anatoly Yakovenko (Solana), Ep. 112 52:13

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Ethereum DeFi may soon face some competition from Serum - a high speed decentralized exchange built on Solana! Sam Bankman-Fried (@SBF_Alameda) and Anatoly Yakovenko (@aeyakovenko), founders of FTX exchange and Solana, join us in discussing their joint creation. We talk: What is Serum and why should we care? Building on Solana vs. on Ethereum Layer…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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From Apple to DeFi: Design Thinking in Crypto - Ian Lee, IDEO CoLab, Ep. 111 47:32

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IDEO is a design studio known for designing the Apple mouse and championing design thinking in Silicon Valley in the 90s. Today, IDEO CoLab invests and helps DeFi projects find product market fit. Managing Director Ian Lee (@ianjohnlee) joins me in discussing: Finding product-market fit for Layer 1s and DeFi How design thinking benefits founders in…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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The Secret to Synthetix's Success - Kain Warwick, Ep. 110 51:17

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Synthetix came out of nowhere in 2019 and became one of the largest DeFi projects today. Founder Kain Warwick (@kaiynne @synthetix_io) joins us in discussing some of your burning questions: What triggered Synthetix's growth? Moat against dYdX and upcoming DeFi exchanges Kain's thoughts on Serum - the Solana based dex Thoughts on using layer 2 vs. b…
 
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Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends

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Balancer vs. Uniswap, Yield Farming and DeFi Moats - Fernando Martinelli, Balancer Labs, Ep. 109 51:24

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With the DeFi yield farming craze in full swing, Balancer Labs founder Fernando Martinelli (@fcmartinelli) joins us in discussing one of the hottest projects in the crypto space. We discuss: Balancer's origins What are "automated market makers"? How does Balancer differ from Uniswap? Will aggregators destroy value capture for decentralized exchange…
 
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