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.   This episode is sponsored by...

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 with AO, AO’s ostensibility, what the ecosystem allows for developers. Plus; the two explore the blockchain trilemma and AO’s roadmap—enjoy!   Host: Jason Choi @mrjasonchoi . Not financial...

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 an analysis of the modern day attention economy. For those of you deep in the meme cycle, obsessively on Blast, or otherwise interested in how and why we find ourselves in this memetic cycle, this...

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 market may change as a result of DePIN developments, DePIN's unit economics, bandwidth vs compute providers, as well as EV3's North Star, and 2024's leading DePIN projects. This is not one to miss as...

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 months. Jason and Sanat then go on to discuss the Jupiter Airdrop, the future of L1s, EigenLayer's $100M raise from a16z, as well as a review on Ethena as the most dominant rev-gen application in crypto...

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. Today, BRC’s are at a $3 billion market cap and now more than ever, there’s a rekindled interest in BTC L2s.  In this episode Catrina discusses her thesis in detail, as it relates to BRC reactions,...

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 Services (AVS)? Are there security assumptions related to slashing? What are the centralisation considerations for EigenLayer? What are the commercial incentives for builders? And much, much more....

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 money, for founders to grow their projects and whether or not it’s financially sound strategy and business decision. Jason and Sanat dive deep on the data, reviewing on-chain activity and historic...

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)...

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...

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 ...

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....

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...

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...

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 ...

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...

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...

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: Bull and bear case for the next 12...

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 have Jacob Ko, Partner at Superscrypt to share with us:  Contrasting investment philosophies between the West and Asia Verticals Superscrypt is excited about Convincing & onboarding...

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 Ram Ahluwalia, CEO of Lumida and previous Head of Crypto & Digital Assets at Cross River, a crypto-friendly bank to share with us: Implications of BTC ETF on markets Odds of SEC...

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 actually a government project used to spy on crypto users. Today, we have Miguel Morel, CEO of Arkham on the show where we asked him: Info that will be allowed on Arkham’s marketplace Will...

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 this episode to keep up with the next wave of blockchain evolution and its potential to shape the future of the crypto landscape   Chief Investment Officer Balder Bomans and Mathijs, Associate...

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, Cem and Fran, Co-Founders of Giza also share with us: Where are we in AI’s lifecycle 5 interesting use cases of AI x Web 3 Open versus closed AI models Host: Jason Choi @mrjasonchoi ....

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 - Jake Brukhman is here to answer that   Jake is the Founder of CoinFund, one of the earliest crypto funds, and has a reputation for being extremely early to large trends. In this episode, he...