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The go-to podcast trusted by fund managers, founders and operators in crypto 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. Not financial advice.
 
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show series
 
Last week, $60B in value was wiped from crypto in a few days. Not many saw the collapse of Luna coming - even fewer had the guts to bet on it. Since the start of the year, Galois Capital has been openly calling out for the impending fall of Luna and endured the barrage of hate comments until 8th May 2022 - the day that Luna started death spiraling.…
 
Opensea facilitated $14 billion transactions in 2021 and is the largest NFT trading platform. However, users often face platform liveness, high fees and collection censorship issues. What if there was a decentralized alternative that could disrupt Opensea, just like Uniswap did to centralized trading exchanges? This week, founder of Sudoswap, Owen …
 
Bridges are critical to a omni-chain future, but the recent bridge hacks totaling $1 billion lost in funds have struck fear in users and many are worried about the security of bridges. Can Nomad's security-focused bridge be the answer? Founder Pranay shares with us: Is there a difference between bridges and interoperability protocols? What is the i…
 
Sfermion is NFT-focused fund with managing partners that were early investors of OpenSea Recently, they raised a $100m fund aimed at accelerating the emergence of an open, decentralized metaverse. In this episode, Founder Andrew Steinwold shares with us: What are the 4 NFT sub-markets and their different value-drivers How they analyze NFT-investmen…
 
The total market-cap of NFT has hit $18 billion in 2022 - but most of these value are illiquid and NFTs sit idly in wallets. NFTFi (@NFTfi) unlocks the liquidity of these NFTs by allowing owners to take NFT-collateralized loans. Till date, they have facilitated $128 million over 7000 loans. In this episode, NFTFi co-founder, Steven Young shares wit…
 
Bridges facilitate cross-chain asset communication and play an imperative role in a multi-chain future. However, the recent WormHole & Ronin Bridge hack that led to a total loss of close to $1 billion has caused fear in users and led them to wonder - is the future still multi-chain? In this episode, Dmitriy - Research Partner at 1kx shares with us:…
 
Over the years, Jason has interviewed 100+ guests on Blockcrunch. This time, he's finally on the show as the guest! In his first ever LIVE AMA, he shared with us: His crypto journey Advice for beginners in crypto and aspiring analysts Investment frameworks & due diligence process Contrarian theses Jason has Host: Jason Choi @mrjasonchoi . Not finan…
 
Back in 2018, Richard saw Opensea’s potential as one of the earliest investors - despite its measly yearly volume of $475k. In 2021, OpenSea became the largest NFT marketplace and facilitated $15 billion in volume, a 31,578x increase, In this episode, Richard shares with us: - Is the NFT market a bubble? - Is it possible to value NFTs like with DeF…
 
There’s a seemingly endless horde of new NFT projects - some of them rocket to the moon and some crash and burn. How should you navigate the NFT space? In this episode, NFT OG DeezeFi shares with us: What are some of his biggest wins and losses? What are his secrets and framework for evaluating NFTs? What are some projects that he believes will app…
 
The song "Stand By Me" has made over $60M in royalties alone. What if you had a slice of that just by being a fan? Music NFTs may allow that. Decent (@decentxyz) is a new startup that package royalties into NFTs. This week, the Decent team joins us and talk: Current state of music NFTs How Decent lets fans invest in royalties Can songs outperform s…
 
On-Chain Detective ZachXBT built a large following exposing over 40 cases of alleged fraud and questionable ethics in crypto...and he's done it again! His latest bust of Wonderland is one of the most controversial and has even made Bloomberg headlines. This week, he shares with us: His most memorable exposés How investors can detect and expose frau…
 
Staking is an important aspect of Proof-Of-Stake blockchains as it ensures security of the network. Despite its importance, the percentage of staked assets continues to fall as asset owners are able to get a higher yields via other DeFi use-cases even without locking their assets. Claystack makes staking assets more attractive and profitable by pro…
 
Syndicate provides the tools for anyone with a crypto wallet to create an Investment Club in Will and Ian, the founders of Syndicate, comes on the show to share: How the future of VC investing is radically different Why Syndicate investment clubs is the future of investing Pitfalls and best practices when setting up DAOs? CityDAO: the world’s first…
 
After Layer 1s and 2s, a new primitive is capturing the attention of the crypto community: the modular blockchain. Celestia, the first-mover in this arena, is determined to solve the infamous blockchain trilemma with their unique infrastructure. Nick White, COO of Celestia, shares with us: What exactly is Celestia? What is the data availability pro…
 
Jason Kam (@MapleLeafCap) left a lucrative career at a hedge fund to pursue crypto full time. With backing from ParaFi and Dragonfly Capital Partners, Jason launched Folius Ventures to bet big in crypto in 2022 - with a strong focus in China. We discuss: Is crypto in China over? The 4 trends Folius is betting on 3 things projects can do to build a …
 
Bribe Protocol is one of the most controversial investments we’ve made. It allows users to auction their assets out to whoever wants to borrow them to vote on governance proposals - in other words, it enables bribery! We speak with Bribe’s founder, Condorcet, about: How is Bribe different from lending protocols? What is “voter extractable value”? D…
 
With uncertain macro headwinds ahead and liquidity expected to tighten - can crypto still thrive as an asset class? To prepare investors and founders alike for what might be choppy times ahead, I’m excited to chat with Jordi Alexander, CIO at Selini Capital and veteran trader to discuss: Stages of a crypto market cycle Why 2022 is unlikely to be be…
 
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