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.
 
The “Theses on Feuerbach” are eleven short philosophical notes written by Karl Marx in 1845. They outline a critique of the ideas of Marx’s fellow Young Hegelian philosopher Ludwig Feuerbach. The theses form a basis for the activism emphasised by Marx’s work, and this short text is perhaps best know for its ending - a Eureka for revolutionary socialism. The theses were written in 1845, but not published until 1888 (five years after Marx’s death), with slight modifications by Friedrich Engels ...
 
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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…
 
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…
 
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…
 
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 …
 
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…
 
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…
 
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…
 
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…
 
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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