The Blockcrunch Podcast

Today Jason is joined by Imran Khan, Core Contributor at Alliance, the leading crypto accelerator. In this episode we discuss: - Alliance’s early days   - What to focus on with your App   - Speculation vs skeuomorphic   - Tips for Founders - Focusing on small problems first   - Where to build: market research   - Measuring success   - Is chain focus important   - Chain ideologies as pain point   - Sustainable token offerings   - Founder likability importance   And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (04:00) Alliance’s early days  (07:11) App focus (13:33) Speculation vs skeuomorphic (15:20) Tips for Founder  (19:23) Focusing on small problems first  (23:52) Where to build: market research  (26:23) Measuring success  (33:28) Is chain focus important  (39:37) Chain ideologies as pain point  (40:48) Sustainable token offerings  (48:50) Founder likability importance (50:46) Outro -- Imran’s Breakpoint 2024 talk: https://www.youtube.com/watch?v=o5J7tX492uE -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi Imran Khan's Twitter: https://x.com/lmrankhan Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Blockcrunch VIP: https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement. Full disclaimer:  https://blockcrunch.substack.com/about

Today Jason is joined by Taiki Maeda, Founder of HFA Research to discuss AI crypto agents, with a deep dive on Terminal of Truths and $GOAT. In this episode we discuss: - Terminal of Truths, Infinite Backrooms, $GOAT   - Finding $GOAT   - Terminal of Truths wallet/$GOAT ownership   - Are AI memecoins the Loot of this cycle?   - Why $GOAT is different   - Proof-of-AI   - LUNA AI agent, GNON, + more   - Milady/GNON analogy + liquid investing   - VC FOMO & AI agent utility vs narrative   - Cycle analogies   - Taiki’s Alex Good interview: Rise of $GOAT And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction   (04:48) Terminal of Truth, Infinite Backrooms, $GOAT   (08:22) Finding $GOAT   (10:06) Terminal of Truth wallet/$GOAT ownership   (14:58) Are AI memecoins the Loot of this cycle?   (19:39) Why $GOAT is different   (23:55) Proof-of-AI   (28:51) LUNA AI agent, GNON, + more   (32:43) Milady/GNON analogy + liquid investing   (40:26) VC FOMO & AI agent utility vs narrative   (43:53) Cycle analogies   (46:26) Taiki’s Alex Good interview: Rise of $GOAT   (48:49) Outro -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi Sanat Kapur's Twitter: https://x.com/kapursanat Taiki Maeda's Twitter: https://x.com/TaikiMaeda2 Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Blockcrunch VIP: https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement. Full disclaimer:  https://blockcrunch.substack.com/about

Today Jason is joined by Memecoin analyst Murad Mahmudov to discuss all things memecoins, including: Sound money vs meme coins Horseshoe theory: ideology exports Product vs price attention Memecoin nihilism Billion dollar market cap meme coins: blue chips Memcoin founder profile Celebrity coins/memecoins Murad’s memecoin selection And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (08:45) Sound money vs meme coins (19:00) Horseshoe theory: ideology exports (25:10) Product vs price attention (33:48) Memecoin nihilism (46:30) Billion dollar market cap meme coins: blue chips (52:03) Memcoin founder profile (53:58) Celebrity coins/memecoins (56:30) Murad’s memecoin selection (57:51) Outro -- Partner message: Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.   Find out more at https://aptosfoundation.org/ -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi Murad Mahmudov's Twitter: https://x.com/MustStopMurad Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Blockcrunch VIP: https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement. Full disclaimer:  https://blockcrunch.substack.com/about

Welcome to 'On a Tangent' episode 3 , a special segment of Blockcrunch! Jason and Darryl, prop investors at Tangent, sit down with Multicoin Capital Managing Partner Kyle Samani to discuss: Kyle's Breakpoint takeaways Solana thesis  Why SOL will flip ETH Kyle's biggest investment losses Investing time horizons And much, much more Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: Timestamps: (00:00) Introduction  (03:10) Kyle’s Breakpoint review    (09:25) Solana thesis (12:21) “Solana will flip Ethereum”  (24:08) Network extensions    (30:04) Competing with Ethereum (34:29) Kyle’s biggest investment loss  (39:21) L1 bets  (44:21) Market timing/time horizons (1:05:33) DePIN (1:07:54) Outro -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi   Darryl Wang's Twitter: https://x.com/0xWangarian   Kyle Samani's Twitter: https://x.com/KyleSamani   Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Partner message: Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.  Find out more at https://aptosfoundation.org/ -- Blockcrunch VIP: https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement. Full disclaimer:  https://blockcrunch.substack.com/about

Today Jason is joined by GEODNET Project Creator, Mike Horton to discuss the fast evolving DePIN industry. In this episode Mike shares: * How and why they launched GEODNET * GPS refinement challenges & blockchain solutions * GEODNET node operators * GEODNET customer-profile * DePIN unit economics * Centralized vs decentralised geo-spatial solutions * Partnerships * Why they built on Polygon * Upcoming developments * And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (04:36) GEODNET solutions (08:44) Navigation problem solving (10:48) GPS refinement challenges & blockchain solutions (13:20) GEODNET node operators (16:14) Onchain components (20:04) GEODNET customer-profile (23:20) Developing decentralization plans (29:05) DePIN unit economics (31:51) Centralized vs decentralised geo-spatial solutions (34:34) Partnerships (37:56) Building on Polygon/reviewing chains (39:45) Upcoming developments (41:34) Outro -- Episode links: https://geodnet.com/ https://www.youtube.com/@GEODNET https://x.com/GEODNET_ -- Partner message: Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.   Find out more at https://aptosfoundation.org/ -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi Mike Horton's Twitter: https://x.com/mikeahorton Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Blockcrunch VIP: https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement. Full disclaimer:  https://blockcrunch.substack.com/about

Today Jason and Sanat sit down to share their takeaways from Token2049 and more! In this episode they discuss: * Firedancer * zkTLS * SocialFi * Crypto xAI * DePIN * Traders' sentiment * Hyperliquid * And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (06:48) Firedancer announcement (12:14) Token2049 curation review (18:22) What Ethereum needs (20:52) Memecoins/KOL awards (25:31) VC’s current outlook (29:53) zkTLS (34:09) SocialFi (34:39) Crypto xAI (40:36) DePIN (42:48) Traders' sentiment (45:28) Hyperliquid (52:07) Token2049 community highlight  (53:10) Outro -- Partner message: Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.   Find out more at https://aptosfoundation.org/ -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi Sanat Kapur's Twitter: https://x.com/kapursanat Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Blockcrunch VIP: https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement. Full disclaimer:  https://blockcrunch.substack.com/about

Today Jason is joined by MegaETH's Co-Founder, Shuyao Kong to discuss: * The L1 Endgame * Compatibility tradeoffs * Increased throughput tradeoffs: TPS * Centralized risks * Competing with Solana * Ethereum’s L2 ethos * MegaETH's Developer-acquisition strategy * Blockchain community/culture creation * L1’s opportunity to outcompete Solana * And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (03:58) L1 Endgame (09:00) L1 investing metrics (13:10) Compatibility tradeoffs (15:48) Increased throughput tradeoffs: TPS (21:45) Centralized risks (25:01) Full nodes (31:08) Competing with Solana (34:39) Ethereum’s L2 ethos (39:29) Sui MOVE language (41:52) MegaETH: Developer-acquisition strategy (47:47) AWS with blockchain scaffolding (50:26) Blockchain community/culture creation (58:34) L1’s opportunity to outcompete Solana (1:03:11) Outro -- Partner message: Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.   Find out more at https://aptosfoundation.org/ -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi Shuyao Kong's Twitter: https://x.com/hotpot_dao Sanat Kapur's Twitter: https://x.com/kapursanat MegaETH's Twitter: https://x.com/megaeth_labs MegaETH's website: https://megaeth.systems/ Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Blockcrunch VIP: https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement. Full disclaimer:  https://blockcrunch.substack.com/about

Today Jason is joined by Spectral's Co-Founder & CEO, Sishir Varghese to discuss the Onchain Agent Economy and the future of machine intelligence networks aiding autonomous onchain agents . In this episode they discuss: AI/LLM integration abstractions Revenue-generating agents Competitive market dynamics: The Agent App Store Agent transparency A live Spectral demo! Agent-to-agent communication And much more! Episode article links: https://vitalik.eth.limo/general/2024/01/30/cryptoai.html https://goodalexander.com/posts/agenticprotocols/ https://www.spectrallabs.xyz/whitepaper Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (05:17) On-chain agents (11:01) AI/LLM integration abstractions (14:28) Vitalik’s take on AI x Crypto (17:58) Spectral’s infra-chain (20:49) Revenue-generating agents (23:21) Competitive market dynamics: agent App Store (26:28) Agent verification (29:09) Agent transparency (32:36) Spectral Demo (37:42) Agent moats (40:04) Security parameters (41:46) Agents/protocols (43:36) Agent-to-agent communication (45:30) Outro -- Partner message: Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.  Find out more at https://aptosfoundation.org/ -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi Sishir Varghese's Twitter: https://x.com/__sishir Spectral's Twitter: https://x.com/Spectral_Labs Spectral's website: https://www.spectrallabs.xyz/ Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Blockcrunch VIP:  https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.   Full disclaimer:  https://blockcrunch.substack.com/about

We're back with another Roundtable episode! Today Jason and Sanat discuss: Apps: the changing user onboarding landscape App vs Infra investment flows Fee taking business model vs token value accrual Regulation: incentive alignment And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (04:56) 2017 user onboarding motives vs today (07:12) App vs Infra (18:16) Market’s Infra preferences (25:53) Fee taking vs token value accrual (31:19) Regulation: incentive alignment (34:21) User retention (41:02) Infra differentiations  (43:55) Impacts of opaque regulation (45:55) App x AI use cases  (46:53) Investment landscape (49:48) Outro -- Links: Galaxy article: https://www.galaxy.com/insights/research/crypto-and-blockchain-venture-capital-q2-2024/ -- Partner message: Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.  Find out more at https://aptosfoundation.org/ -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi Sanat Kapur's Twitter: https://x.com/kapursanat Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Blockcrunch VIP:  https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.   Full disclaimer:  https://blockcrunch.substack.com/about

Today Jason is joined by Prodia Co-Founder & CEO, Shawn Wilkinson to discuss the future of AI x Crypto and decentralized compute. In this episode they discuss: The foundations for Prodia Why now is the time for DePIN Decentralized node use-cases Training vs decentralization Web3 compute network scepticisms Will Prodia launch a token? And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (07:57) Why DePIN? (15:10) Economies of scale/cost efficiencies (19:53) Aggregating supply/matching demand (20:48) Decentralized node use-cases (25:00) Training vs decentralization (29:48) Power of cold outreach/market dynamics (30:46) Web3 compute network scepticisms (41:37) Miner business models (46:11) Prodia token (48:30) Why decentralized compute networks (55:00) Outro -- Partner message: Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.  Find out more at https://aptosfoundation.org/ -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi Shawn Wilkonson's Twitter: https://x.com/super3 Prodia's Twitter: https://x.com/prodialabs Prodia's website: https://prodia.com/ Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Blockcrunch VIP:  https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.   Full disclaimer:  https://blockcrunch.substack.com/about

Welcome to 'On a Tangent' episode 2 , a special segment of Blockcrunch! Jason and Darryl, prop investors at Tangent, sit down to discuss: H1 2024 review How to develop edge as an investor Bull/bear inflection analysis  How to conduct conviction reviews ETH ETF post-launch Verticals Jason & Darryl's early days in crypto And much, much more Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (01:14) Introduction (03:04) Tangent: H1 2024 review (05:24) Developing edge as an investor (14:42) Bull/Bear inflections (31:37) Reassessing convictions (34:27) ETH ETF review (37:42) Cycle patterns (43:05) Verticals (46:00) Crypto x AI (53:51) Jason & Darryl’s start in crypto (56:30) Diversification vs concentration (59:43) Outro -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi   Darryl Wang's Twitter: https://x.com/0xWangarian   Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Partner message: Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.  Find out more at https://aptosfoundation.org/ -- Blockcrunch VIP: https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement. Full disclaimer:  https://blockcrunch.substack.com/about

Today Jason is joined by NEAR Protocol Co-Founder, Illia Polosukhin to discuss the future of AI and blockchain technology. In this episode they discuss: The early days of NEAR AI x Crypto verticals User-AI NEAR's AI R&D lab Why NEAR is well positioned for AI x Crypto And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Timestamps: (00:00) Introduction (12:00) NEAR Protocol early days (16:06) Crypto/AI verticals (22:27) User-AI is NEAR & AI concerns (29:58) User-owned AI business model (34:40) NEAR AI R&D lab (41:58) Chain abstraction (46:15) Why is NEAR positioned for AI? (49:27) NEAR’s H2 2024 roadmap (52:20) Outro -- Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation Find out more at https://investors.yieldguild.io/ -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi Illia Polosukhin's Twitter: https://twitter.com/kapursanat NEAR Protocol's Twitter: https://x.com/NEARProtocol Blockcrunch Twitter:   https://twitter.com/theBlockcrunch YGG Twitter: https://x.com/YieldGuild -- Blockcrunch VIP:  https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.   Full disclaimer:  https://blockcrunch.substack.com/about

Welcome to 'On a Tangent' episode 1 , a special segment of Blockcrunch! Jason and Darryl, prop investors at Tangent, sit down to discuss:   - How Tangent began - Tangent’s investment strategies that led to top percentile returns since inception - Biggest wins and losses - Trading vs venture investing - How to succeed as an Analyst And much, much more Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (01:19) What is Tangent Ventures? (08:22) What is an ‘evergreen portfolio’ (10:09) Angel, Venture, LP, and Liquid investing (10:00) Employee-owned (13:59) Crypto investment categories (16:00) NFT investing strategy (18:30) Coordination networks (21:02) Tangent’s thesis categorization (21:54) Tangent’s big wins (27:10) Trading vs venture execution (29:49) Stacks: Bitcoin L2 & Ronin: Web3 Gaming (35:38) ETH/BTC (40:46) Investing mistakes (47:15) Investment process & team structure (1:03:03) ETH ETF implications (1:10:15) BTC thesis (1:14:19) Arweave thesis (1:21:20) Q&A (1:31:34) Darryl’s biggest lose in crypto (1:33:27) Succeeding as an Analyst (1:38:20) Continuing to learn (1:43:12) Outro -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi   Darryl Wang's Twitter: https://x.com/0xWangarian   Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Blockcrunch VIP:  https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement. Full disclaimer:  https://blockcrunch.substack.com/about

Today Jason and Sanat sit down to discuss bear markets. Jason kicks things off with an explanation of his bear market framework. The two then review token creation vs token value in the current cycle, defining a 'bear market', as well as investment time horizons. Jason and Sanat also review the Major vs Alts debate, how to weather down cycles, as well as sharing bear market horror stories. The two close with a discussion around bull cycle signals and how to assess a possible re-entry—enjoy! Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (05:12) Jason’s bear market framework (13:16) Token creation vs token value (14:48) ‘Bear market’ definition (23:53) Time horizons (31:52) pump.fun (33:19) Majors vs alts (41:48) Short vs longterm convictions (42:26) Bear market stories (44:10) Weathering down cycles (48:33) Bull signals (50:34) When to re-enter (55:02) Outro   Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation Find out more at https://investors.yieldguild.io/   Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi Sanat Kapur’s Twitter: https://twitter.com/kapursanat Blockcrunch Twitter:   https://twitter.com/theBlockcrunch YGG Twitter: https://x.com/YieldGuild   Blockcrunch VIP:  https://blockcrunch.substack.com/   Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.   Full disclaimer:  https://blockcrunch.substack.com/about

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, BitVM, and the dApp endgame. The two then provide a deep dive on what Arch Network is, the challenges they've overcome, as well as their future roadmap. The discussion also touches on programmability unlocks, cost vs security, and much more—enjoy!   Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (02:29) Why build on Bitcoin? (07:38) Ordinals as a catalyst (10:21) Bitcoin L2 programmability possibilities  (13:27) L2 multisig security assumptions (15:34) BitVM (16:21) Ethereum vs Bitcoin dApp endgame (18:46) Arch Network challenges (20:21) What is Arch Network? (24:46) Pain ponts of bridging  (28:10) Bitcoin programmability unlocks (30:54) Cost vs Security  (32:45) Future of Bitcoin dApp ecosystem (38:09) Arch Network roadmap (42:54) Outro   Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation Find out more at https://investors.yieldguild.io/   Twitter accounts: Jason: https://x.com/mrjasonchoi Matt: https://x.com/proofofmud Amine: https://x.com/amine_elqaraoui Blockcrunch:   https://twitter.com/theBlockcrunch YGG Twitter: https://x.com/YieldGuild — Blockcrunch VIP: https://blockcrunch.substack.com/ Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.   Full disclaimer:  https://blockcrunch.substack.com/about

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 Ethereum's L1 and much more—enjoy! Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (04:01) ETH ETF approval  (10:14) Custody unlocks & inflow price impacts (19:24) Lido implications (26:07) NFTs as beneficiaries of ETH price appreciation (31:14) EigenLayer as beneficiary of ETH price appreciation (37:04) L2 impacts (42:23) Memecoin impacts (46:28) Building on ETH L1 (49:10) 0-1 projects  (50:04) Outro   Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation Find out more at https://investors.yieldguild.io/   Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi   Sanat Kapur’s Twitter: https://twitter.com/kapursanat   YGG Twitter: https://x.com/YieldGuild   Blockcrunch VIP: https://blockcrunch.substack.com/   Blockcrunch Twitter:   https://twitter.com/theBlockcrunch   Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.   Full disclaimer:  https://blockcrunch.substack.com/about

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 Guild Protocol, quest elements and upcoming integrations for YGG, future verticals, and much more—enjoy! Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (03:20) YGG origin (08:06) Play-to-earn and scholarships (10:13) Guild success (12:32) Gaming ecosystem analysis (17:19) Lessons learned from Web2 (20:13) Up and coming Web3 games (21:22) Guild protocol (29:54) Quest elements & community integration (33:11) Other verticals (36:45) Potential threats to YGG (38:42) YGG’s roadmap (40:22) Outro   Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation Find out more at https://investors.yieldguild.io/   Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi   Gabby Dizon's Twitter: https://x.com/gabusch YGG Twitter: https://x.com/YieldGuild Blockcrunch VIP: https://blockcrunch.substack.com/ Blockcrunch Twitter:   https://twitter.com/theBlockcrunch   Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.   Full disclaimer:  https://blockcrunch.substack.com/about

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.fun, and what the total-addressable-market of Social Apps might be. Plus, a whole bunch more—enjoy! Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (01:20) friend.tech airdrop (06:27) What is ‘Web3 Social’ & ‘SocialFi’  (09:15) Farcaster user growth (10:19) Stealcam (13:25) Value transfer in SocialFi (16:23) fantasy.top (20:19) Early monetization in SocialFi (26:17) pump.fun (33:38) SocialFi TAM (36:34) Analysing SocialFi protocols (40:00) a16z ‘How do you define a Social App?’ (43:19) Define SocialFi users (49:00) Outro    Partner Message: Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation Find out more at https://investors.yieldguild.io/   Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi   Sanat Kapur’s Twitter: https://twitter.com/kapursanat Blockcrunch VIP: https://blockcrunch.substack.com/ Blockcrunch Twitter:   https://twitter.com/theBlockcrunch   Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.   Full disclaimer:  https://blockcrunch.substack.com/about

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: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (03:02) “YGG Ad” (04:16) Token/product relationship (06:36) What makes a good token? (15:03) How to get a C/DEX listing (18:17) Exchanges as a price discovery tool (20:18) When/how to engage with CEXs (23:39) Points/aidrops liquidity campaigns (30:16) Liquidity vs volume (36:01) StarkWare controversy (40:19) Ethena review (44:33) Token holders (47:24) Outro   Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi   Sanat Kapur’s Twitter: https://twitter.com/kapursanat Blockcrunch VIP: https://blockcrunch.substack.com/ Blockcrunch Twitter:   https://twitter.com/theBlockcrunch   Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.   Full disclaimer:  https://blockcrunch.substack.com/about

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 from the Luna saga, and Drift’s 2024 roadmap—enjoy!   Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction  (02:48) Motivation to found Drift (05:56) Why Drift chose Solana   (08:16) Ecosystem tradeoffs    (11:07) Drift’s growth   (14:29) Bear market start-up learnings   (15:53) Would Drift choose Solana in 2024?  (19:35) Drift’s USP  (24:21) Cross-collateralization (28:45) Market research findings   (31:16) Luna leveraged short learnings   (36:05) Drift’s roadmap  (38:28) Outro  Partner Message: Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation Find out more at https://investors.yieldguild.io/ Twitter accounts: Jason Choi’s Twitter:   https://twitter.com/mrjasonchoi   Blockcrunch Twitter:   https://twitter.com/theBlockcrunch   Cindy’s Twitter:   https://twitter.com/cindyleowtt   Chris’ Twitter:   https://twitter.com/crispheaney   Blockcrunch VIP: https://blockcrunch.substack.com/   Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.   Full disclaimer: https://blockcrunch.substack.com/about