The Blockcrunch Podcast
by Jason Choi
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.
Episodes
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The Last Episode
Today Jason explains why now is the end for The Blockcrunch Podcast. In this episode: - Jason & Blockcrunch's early days - Why the show is stopping - What's next Thank you to you all. As fans of the show, we appreciate every view, listen, comment, like or any other interaction you have had with…
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What is DeSci? With Paul from BIO Protocol & Alex from VitaDAO
Today Jason is exploring all things DeSci. In this episode Jason is joined by BIO Protocol's CEO & Co-founder Paul Kohlhaas, as well as VitaDAO's Co-lead Alex Mukhin. In this episode we discuss: What exactly is DeSci? What is VitaDAO? How is VitaDAO set to increase human longevity How does crypto...
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Is This Memecoin Mania?
Today Jason and Sanat are back with another Roundtable! This time they're discussing the memecoin hype and constant need for new narratives. In this episode we discuss: pump.fun live streaming feature Crypto cycles, market buyers, & onchain retail onboarding Cycle swings: utility vs memes Retail...
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Building A Billion Dollar App: A Cheat Sheet for Crypto Founders
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...
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AI Memecoin $GOAT hits $800M+ in 2 weeks - Roundtable with Taiki Maeda
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…
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Why 2025 Is the Year of Memecoins - Murad Mahmudov
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...
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How to Find Generational Winners in Crypto - Kyle Samani | On a Tangent #3
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...
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Why We're Bullish on GEODNET w/ Mike Horton, Ep 262
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…
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Are People in Crypto Making Money? Alpha from Token2049 - Blockcrunch Roundtable 015
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...
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The Most Expensive Question in Crypto: Building the Endgame L1 - Blockcrunch RT 014, Feat. MegaETH
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...
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What Are AI Agents and How They Affect Crypto - Sishir Varghese, Spectral, Ep. 261
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...
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Why Investors Are Not Funding Apps - Blockcrunch Roundtable 013
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…
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The No BS Guide to Crypto AI with Prodia - Shawn Wilkinson, Prodia, Ep. 260
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...
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On a Tangent #2: How We Survive Bull and Bear Markets in Crypto - Darryl Wang and Jason Choi
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 &…
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AI is NEAR: Why AI OG Wants to Build a Blockchain for AI - Illia Polosukhin, NEAR Protocol, Ep. 259
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…
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On a Tangent #1: How We 4x'd Our Portfolio in the First Year - Darryl Wang and Jason Choi
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…
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How Crypto Investors Think About Bear Markets - Blockcrunch Roundtable 012
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...
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Why Arch Network is the Future for Bitcoin dApps - Matt & Amine, Arch Network, Ep. 258
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...
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How We're Playing the ETH ETF - Blockcrunch Roundtable 011
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…
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YGG is Building the First Guild Protocol - Gabby Dizon, Ep. 257
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…
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The Upcoming SocialFi Wave in Crypto - Blockcrunch Roundtable 010
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...
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Top Investors on What Makes a Good Crypto Token - Blockcrunch Roundtable 009
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...
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Why Drift Is Betting Big on Solana - Cindy Leow & Chris Heaney, Ep. 256
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…
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AO: The Hyper Parallel Computer You Need to Know - Sam Williams, Ep. 255
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...
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How to Play Memecoins, From the Godfather of MEME - Ray Chan, Ep. 254
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...
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Why Top Investors Are Excited About DePIN - Mahesh from EV3, Ep. 253
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...
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2024 Q1 Crypto Recap: What You Missed - Blockcrunch Roundtable 008
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...
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Is BRC Over in 2024? - Blockcrunch Roundtable 007 feat. Catrina from Portal Ventures
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....
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Eigenlayer: Everything You Need to Know in 2024 - Sreeram Kannan, Ep. 253
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...
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Airdrops Are Poison for Crypto - Blockcrunch Roundtable 006
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...
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Is ETH Uninvestable? The ETH Disaggregation Thesis - Blockcrunch Roundtable 005 feat. Yuan from Blockchain Capital
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:...
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9 Predictions for Crypto in 2024 - Blockcrunch Roundtable 004
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…
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What You Need to Know About Sei: The First Parallelized EVM - Jay Jog, Sei Network, Ep. 250
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…
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Can Ethena Win the Stablecoin Market in 2024? - Guy Young, Ethena Labs, Ep. 249
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...
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IMX Founder on Web 3 Gaming in 2024 - Robbie Ferguson, Immutable, Ep 249
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...
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10 Crypto Projects to Pay Attention to for 2024 - Blockcrunch Roundtable 003
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...
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Biggest Crypto Flops of the 2020s (So Far) and What Might Win - Blockcrunch Roundtable 002
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...
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Are NFTs Coming Back? Interview with Blur Founder - Pacman, Blur, Ep. 248
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...
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5 Wildest Things Crypto VCs Have Invested In - Blockcrunch Roundtable 001
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...
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Season Finale: 2023 Q4 Crypto Market Outlook with Tangent - Darryl Wang, Tangent, Ep. 247
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…
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Superscrypt: A Conversation with Asia's Powerhouse Web 3 Venture Fund - Jacob Ko, Superscrypt, Ep. 246
Superscrypt is an early-stage web3 company seeded by Temasek, a globally recognized investment powerhouse headquartered in Singapore. Recognizing the immense potential of the decentralized digital landscape, Superscrypt focus exclusively on the next generation of internet technologies. Today, we...
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Will BTC ETFs Kickstart the Next Bull Run? - Ram Ahluwalia, Lumida, Ep. 245
Recently, we have a few asset managers, including some of the largest in the world like Blackrock apply to create Bitcoin spot ETFs in the United States. This sparked a lot of speculation about whether this could herald institutional adoption of crypto and kickstart a bull market. Today, we have...
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Arkham Intelligence and Ethics of Privacy on Blockchain - Miguel Morel, Arkham Intelligence, Ep. 244
Arkham Intelligence is a blockchain data analytics platform that recently started a huge debate on Twitter due to its Intel-to-Earn model, which pays users to deanonymize blockchain wallets. There are also discussions on whether Arkham collects off-chain data on its users, and whether Arkham is...
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Top Crypto Fund on What's Worth Backing in Crypto - Balder and Mathijs from Maven 11, Ep. 243
Maven11 is one of the foremost crypto-venture funds renowned for its early trend detection and deep focus on the infrastructural layer of the crypto space. In this episode, we dive into the secular trends that crypto investors should be aware of, particularly the Modular Blockchain thesis. Watch...
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How AI Will Change Web 3 Forever - Cem & Fran, Giza, Ep. 242
In part 2 of our "AI x Web 3' series, we spoke with Giza, an end-to-end platform that makes it easy for developers to bring AI onto the blockchain to find out more about why AI SHOULD be onchain, and why onchain AI is the next biggest unlock since the invention of smart contracts In this episode,...
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The AI and Crypto Episode You've Been Waiting For - Jake Brukhman, CoinFund, Ep. 241
If you were on the internet for the past 6 months, chances are you have realized that we're entering into the age of Artificial Intelligence (AI), and maybe even experimented with ChatGPT As investors, you might have also considered what's the best way for you to capitalize on this paradigm shift…
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Ex-BitTorrent CTO on Decentralized Social Networks: Overlooked or Overhyped? - Ryan Li, CyberConnect, Ep. 240
Despite complaints about privacy and exploitative revenue sharing, social media giants like Instagram, Facebook, and Twitter still dominate the social media landscape after more than a decade Why aren't users and creators exploring other platforms? Well, they simply can't since these giants own...
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"This will change NFTs forever" - Behind Tableland, the New Web 3 Database for NFTs - Andrew Hill, Tableland, Ep. 239
NFTs today are mostly static profile pictures. What if we could create more engaging experiences with dynamic NFTs in a decentralized manner? Tableland, a database protocol is revolutionizing data management in Web 3, allowing developers to build dApps in a Web 3-native manner while overcoming…
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Analyst Hour: Michael Li on Stablecoins
P.S You can find our full report on stablecoins at https://bit.ly/3AtuuCl Stablecoins, as the name suggests, were thought to be stable - that is, until the recent USDC depeg drama where the supposedly rock-solid stablecoin traded from one dollar to eighty five cents as one of the major custodial...
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Finding 3x vs 200x bets: Secrets of a NFT Trading Fund - Spencer, Spencer Ventures, Ep. 238
Have you ever wondered how professionals invest and trade NFTs? How is it that some are seemingly able to time the market perfectly and accurately value something that supposedly trades on cultural relevance and memetic desire? In this Blockcrunch episode, Spencer Sand-Gordon, Founder of Spencer...
About this show
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.
Hosted by
Jason Choi
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