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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.
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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…
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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…
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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…
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Connor and Sal sit down with Harrison Hines of Fleek Network. Fleek is the lightning fast onchain cloud, powered by the Fleek Network, permissionless onchain cloud infrastructure, edge-optimized for performance. Harrison talks about what parts of Web2 infrastructure Fleek is solving, how they think about their GTM operations vs. technical operation…
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This week, Sal is joined by Anon Morpho, Neuratic and DNB from the Ator team. Ator is building the largest global anonymous-routing ecosystem, leveraging a decentralized privacy protocol, on-chain incentives and signature hardware to rapidly scale its network. The team discusses why privacy is so important to them, how Ator is advancing decades-old…
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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…
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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…
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Sami and Connor are joined by Andrej Radonjic, Founder of Grass Network. Grass is a network of over 2M+ people incentivized to assist AI developers in accessing data on the internet. Grass creates a more equitable and inclusive future for the development of AI. 00:00 Connor lives in a Resort 00:34 Grass merch coming soon 01:20 Catching up with Andr…
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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…
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Mahesh and Sal are joined by Alireza Ghods, CEO & Co-Founder of Natix. Natix is a global mapping network of smart cameras. Natix’s 100k drivers have mapped 30M km across 170 countries. Alireza takes on the great DePIN mapping hardware debate, making the case for smartphones over dedicated hardware, lays out the long-term vision for Natix as a camer…
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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…
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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…
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Mahesh, Connor, and Sami are joined by Neil Chatterjee, CEO of Andrena and Ani Pai, Partner at Dragonfly Capital. Andrena is working to deliver affordable broadband to buildings by partnering with real estate owners and property managers through a revenue-share arrangement. They currently have 10,000 customers across 10 US states. Neil and Ani talk…
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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, …
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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…
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This week, we’re still recovering from ETH Denver. Mahesh gets Sami, Connor, and Sal to fill us in on what we missed out West, including new DePIN themes coming the rest of the year, where DePIN fits into the current wave of ATH’s and memecoins, which projects are still underhyped, and the benefits of being IRL. 0:00 Welcome Back 1:19 I guess we ha…
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In 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 mor…
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Today 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…
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Connor, Sami, and Mahesh are joined by Raullen Chai, Co-Founder of IoTeX. IoTeX is the platform for DePIN builders, combining a fast, secure blockchain with IoT and smart devices. Raullen talks about how he fell in love with crypto when he tried to break Bitcoin (and couldn’t do it), why he dedicated his work in crypto to supporting DePIN, the comp…
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Sal is joined by Matt Katz of Caldera, and Neel Somani of Eclipse. Caldera is a no-code web3 infrastructure platform, trying to simplify the process of creating app-specific blockchains so builders can create layer-2 blockchains in a matter of hours. Eclipse is Ethereum’s fastest L2, powered by the Solana Virtual Machine - a new kind of architectur…
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In 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 o…
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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. Times…
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