The Blockcrunch Podcast

Latest Episodes:

Is ETH Uninvestable? The ETH Disaggregation Thesis - Blockcrunch Roundtable 005 feat. Yuan from Blockchain Capital Feb 15, 2024

Show notes

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.

Timestamps:

(00:00) Introduction

(01:27) Disagreggation of ETH Value Accrual

(16:20) $ETH as money

(27:40) Modularity conviction

(33:11) Fees as behaviour incentive

(42:16) Off-chain cryptography as Proofs

(50:02) Jason's changing view on ETH

(51:10) Outro

More Resources:

Hosts

Jason Choi's Twitter:

/ mrjasonchoi

Sanat Kapur's Twitter:

/ kapursanat

Yuan's Twitter:

/ yuan_han_li

Watch the episode on Youtube:

https://rb.gy/yki70a

Blockcrunch

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Blockcrunch Twitter:

/ 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

9 Predictions for Crypto in 2024 - Blockcrunch Roundtable 004 Jan 23, 2024

Show notes

It's the start of 2024 and you know what time it is - time for predictions! Don't miss this week's thrilling episode where Jason and Sanat unveil their top 9 predictions for the year:

Will ETH ETF bring about another bull run
Launch of restaking and future of ETH
Will Cosmos ecosystem finally take off
And more!

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Episode introduction

(00:02:20) – Will ETH ETF disappoint

(00:08:10) – % of ETH that will be restaked

(00:14:27) – TVL of Yield projects

(00:19:54) – Fees paid by Rollups to ETH

(00:24:25) – ETH's future

(00:32:06) – Will Cosmos finally take off

(00:36:50) – Will Apps outperform Infra

(00:41:21) – Are Telegram Bots here to stay

(00:46:22) – A massive crypto-app will be built on…

More Resources:

Hosts

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Sanat Kapur's Twitter: https://twitter.com/kapursanat

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch Disclaimer:

What You Need to Know About Sei: The First Parallelized EVM - Jay Jog, Sei Network, Ep. 250 Jan 10, 2024

Show notes

In December 2023, Sei Network joined the "billion-dollar network club" in market cap, as its value doubled and its user count skyrocketed. Sei stood out amongst the crypto natives as it claims to be the fastest Layer 1 out there (yes, even faster than Solana) and the first live blockchain to become a parallelized EVM chain.

Today we have Jayendra Jog, Co-Founder of Sei, to share with us

- How did Sei become the fastest blockchain

- What is parallelized EVM and why it's a game-changer

- Sei's roadmap in 2024

- And more!

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Episode introduction

(00:01:04) – What is Sei

(00:04:30) – Why is everyone excited for Sei

(00:08:11) – Monolithic vs Modular chains

(00:12:10) – Parallelizing transactions vs sequential

(00:20:46) – Solving state bloat with SeiDB

(00:27:27) – Expanding beyond Cosmos

(00:32:45) – Building on Solana vs Sei

(00:35:25) – Does Neon EVM compete with Sei

(00:37:19) – Why Sei can't be forked as a rollup

(00:40:50) – Sei vs Monad

(00:42:57) – Sei in 2024

More Resources:

Guest

Jayendra Jog's Twitter: https://twitter.com/jayendra_jog

Sei's Twitter: https://twitter.com/SeiNetwork

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

Full disclaimer: https://blockcrunch.substack.com/about

Can Ethena Win the Stablecoin Market in 2024? - Guy Young, Ethena Labs, Ep. 249 Dec 28, 2023

Show notes

Stablecoins represent a significant segment of the cryptocurrency market due to their widespread applicability. So far, stablecoin models range from centralized, fiat-backed variants such as USDT and USDC, to more decentralized models like Maker's DAI, an over-collateralized stablecoin, and the infamous algorithmically-backed UST by Luna.

Despite this variety, the crypto industry still lacks a decentralized, internet-native stablecoin that combines attractive yet sustainable yields. Ethena aims to bridge this gap, offering a novel solution in the stablecoin space. | Today we have Guy Young, Founder of Ethena Labs, to share with us

What exactly is Ethena' stablecoin model, and how can it be sustainable
Can Ethena dethrone USDC and USDT
The future of the stablecoin landscape
And more

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Episode introduction

(00:02:08) – How Ethena was founded

(00:04:30) – How Ethena works & why now

(00:11:19) – Will USDT and USDC be dethroned one day

(00:13:55) – Ethena versus other stablecoins

(00:19:03) – Letting the markets do its job

(00:20:54) – Ethena versus Maker

(00:29:19) – Ethena's value in blackswan events

(00:32:28) – Thoughts on staking staked ETH

(00:34:24) – 3 types of users likely to use Ethena

(00:36:29) – Why can't someone do it themselves

(00:37:52) – Potential products built on Ethena

(00:41:04) – Ethena's path to mass adoption

More Resources:

Guest

Guy Young's Twitter: https://twitter.com/leptokurtic_

Ethena's Twitter: https://twitter.com/ethena_labs

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

Full disclaimer: https://blockcrunch.substack.com/about

IMX Founder on Web 3 Gaming in 2024 - Robbie Ferguson, Immutable, Ep 249 Dec 08, 2023

Show notes

In 2021, a few Web 3 games emerged, briefly capturing global attention and demonstrating the potential of this gaming sector.

Fast forward to 2024, numerous game studios are poised to launch their titles, honed over three years. This raises the question: Are we on the cusp of another GameFi revolution, this time for good?

The Web 3 gaming landscape so far, and what to look forward to in 2024
Immutable's partnership with Polygon and Immutable

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Episode introduction

(00:01:53) – Web 3 gaming in 2023

(00:03:52) – Overview of different Web 3 gaming ecosystems

(00:09:21) – Immutable's business model

(00:12:55) – What game publishers Want

(00:16:42) – What drives players into Web 3 gaming?

(00:19:07) – Deciding which ecosystem to build in

(00:22:21) – Should game create their own rollups?

(00:24:31) – Partnership with Merit Circle & Polygon

(00:31:51) – Partnership with Ubisoft

(00:34:11) – Greatest barriers for Web 3 gaming

(00:37:28) – What to look forward to for Immutable

More Resources:

Guest

Robbie's Twitter: https://twitter.com/0xferg

Immutable's Twitter: https://twitter.com/immutable

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

Full disclaimer: https://blockcrunch.substack.com/about

10 Crypto Projects to Pay Attention to for 2024 - Blockcrunch Roundtable 003 Nov 28, 2023

Show notes

The crypto markets are showing signs of revival. With the recent resolution of Binance's case alleviating market uncertainty, investors are looking forward to 2024 with optimism.

More importantly, what tokens are worth looking at across the various crypto verticals? Jason and Sanat shares their list with viewers this week: In episode 3 of Blockcrunch Roundtable, Jason & Sanat discusses:

Why resolution of Binance's case is good for the markets
Top picks for different verticals heading into 2024

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Episode Introduction

(00:02:03) – Impacts of Binance's fine & CZ's "retirement"

(00:05:33) – Blur & their L2, Blast

(00:12:06) – Betting on L2s via DA layers

(00:21:16) – Alternative L1s to Ethereum

(00:25:25) – What's next for DeFi

(00:31:30) – The revival of Web 3 gaming scene

(00:38:30) – Other side of real-world assets; DePINS

(00:43:18) – New contender in the Oracle vertical

(00:47:03) – Retail favourite; Meme Coins

More Resources:

Hosts

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Sanat Kapur's Twitter: https://twitter.com/kapursanat

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Disclaimer:

Full disclaimer: https://blockcrunch.substack.com/about

Biggest Crypto Flops of the 2020s (So Far) and What Might Win - Blockcrunch Roundtable 002 Nov 14, 2023

Show notes

Exploring history offers valuable lessons, enabling us to sidestep past errors and identify markers of excellence. These insights are particularly beneficial in the realm of investing, where understanding historical trends and outcomes can inform smarter, more strategic decisions In episode 2 of Blockcrunch Roundtable, Jason & Sanat discusses:

3 verticals that showed promise but ultimately failed to gain traction
3 emerging verticals with the potential for significant success

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Episode Introduction

(00:03:18) – What Web 3 apps make sense?

(00:06:45) – Will Metamask remain the No. 1 wallet?

(00:13:30) – Why prediction markets never really took off

(00:20:48) – How to invest in DAOs and their tooling

(00:30:11) – Can re-staking take off?

(00:36:05) – Case for and against DePINS

(00:43:33) – Decentralized social and Friend.Tech

(00:53:23) – 1 vertical to never invest, & 1 to spend most time on

More Resources:

Hosts

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Sanat Kapur's Twitter: https://twitter.com/kapursanat

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Disclaimer:

Full disclaimer: https://blockcrunch.substack.com/about

Are NFTs Coming Back? Interview with Blur Founder - Pacman, Blur, Ep. 248 Oct 31, 2023

Show notes

The trading volume of NFTs has markedly decreased since the previous bull market, with a recent figure of merely $37 million per week, a sum that constitutes less than 1% of Bitcoin's daily trading volume. This downturn begs the question: are NFTs facing extinction, or is there potential for resurgence?

Joining us today is Tieshun, widely recognized as Pacman on Twitter and notably the founder of Blur, the singular NFT marketplace that triumphed over Opensea to talk about:

Why NFTs are not dead
How Blur successfully dethroned OpenSea
Outlook for the NFT market and Blur

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Episode Introduction

(00:01:33) – Pacman's Web 3 journey

(00:07:31) – How to revive the NFT markets

(00:12:39) – User behaviour in bull vs bear market

(00:14:52) – How Blur dethroned OpenSea

(00:19:59) – Sustainability of Blur's incentive program

(00:27:33) – Key KPIs that matters

(00:35:53) – Blur's stance on royalties

(00:42:34) – Blur's future plans

More Resources:

Guest

Pacman's Twitter: https://twitter.com/PacmanBlur

Blur's Twitter: https://twitter.com/blur_io

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Disclaimer:

Full disclaimer: https://blockcrunch.substack.com/about

5 Wildest Things Crypto VCs Have Invested In - Blockcrunch Roundtable 001 Oct 24, 2023

Show notes

We're back with a brand new series - Blockcrunch RoundTable! In this new format, Jason is joined by Sanat, an Investor at Dragonfly to discuss all things crypto - from latest market developments, their investment experiences and future outlooks For this episode, they discussed the top 5 wildest crypto ideas that were funded, and dived into:

Why they are considered wild
Their thoughts on what went wrong and right
Things to look out for in the future

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Episode Introduction

(00:04:00) – Yuga Labs' $450 million raise

(00:016:52) – Worldcoin: One of the most controversial crypto project

(00:32:54) – Praxis: Building a real-world city

(00:46:20) – Olympus DAO: Crypto-native reserve currency

(00:57:15) – BreederDAO: Guild for P2E games

More Resources:

Hosts

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Sanat Kapur's Twitter: https://twitter.com/kapursanat

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Disclaimer:

Full disclaimer: https://blockcrunch.substack.com/about

Season Finale: 2023 Q4 Crypto Market Outlook with Tangent - Darryl Wang, Tangent, Ep. 247 Sep 07, 2023

Show notes

Over the past 5 years, Blockcrunch has been a beacon for the Web 3 community. As we evolve, we're thrilled to announce an upcoming rebrand. Stay tuned for details on our renewed commitment to serving our audience even better!

But before we embark on this new journey, we're celebrating the legacy of our current show. This week, join us as we host Darryl Wang, Co-Founder of Tangent - the angel collective co-founded by our very own Jason - to discuss: