Refine
Clear All
Your Track:
Live:
Search in:
The Blockcrunch Podcast
The Blockcrunch Podcast

The Blockcrunch Podcast

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.

Available Episodes 10

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:

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 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:

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

 

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 months

  • Biggest lessons learnt in investing

  • 2 bold predictions for the next crypto cycle

  • Investing in meme coins

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Tangent 

(00:04:10) – Darryl’s entry into Web 3

(00:05:51) – Bullish case for next 12 months

(00:12:04) – Bearish case for next 12 months

(00:15:51) – Consensus ideas that turned out wrong

(00:21:06) – Bringing treasury yields onchain via Maker

(00:24:40) – Is there need for more chains

(00:34:18) – Most hated coin that can do well next cycle

(00:38:08) – Wrapping heads around meme coins

(00:43:24) – Native yield-generating stablecoin

(00:49:31) – Bold prediction for the next cycle

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

 

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

 

Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm

More Resources:

Guest

Darryl Wang’s Twitter: https://twitter.com/0xWangarian

Tangent’s Twitter: https://twitter.com/tangent_xyz

Blockcrunch

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

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

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

 

 

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

 

Temasek is a globally recognized investment powerhouse with a robust portfolio that spans a diverse range of industries around the world. Recognizing the immense potential of the decentralized digital landscape, Temasek has boldly spun off a dedicated Web 3 investment arm, Superscrypt, to 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 non-Web 3 users

  • Singapore vs HongKong’s Web 3 scene

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Superscrypt

(00:02:55) – Temasek & Jacob’s transition into Web 3

(00:09:42) – Western vs Asian investing focus

(00:12:01) – Superscrypt’s investment in social & creator economy

(00:16:18) – Discussion on blockchain wallets

(00:23:21) – Convincing non-Web 3 users

(00:30:15) – Handling security in Web 3

(00:33:14) – Singapore vs HongKong’s Web 3 scene

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

 

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

 

Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm

More Resources:

Guest

Superscrypt’s Twitter:https://twitter.com/superscrypt

Jacob Ko’s Twitter: https://twitter.com/jacobkxyz

 

Blockcrunch

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

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

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

 

 

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

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 approval

  • Reasons for previous rejections

  • And more!

Host: Jason Choi @mrjasonchoi . Not financial advice.

 

Timestamps:

(00:00:00) – Introduction to BTC ETFs

(00:03:10) – Importance of Spot BTC ETF

(00:06:52) – SEC’s reason for rejecting BTC ETFs

(00:13:57) – SEC’s stance on Crypto

(00:17:30) – Why BlackRock is applying for BTC ETF now

(00:21:38) – Larry Fink’s agenda 

(00:28:38) – Need for clearer guidance

(00:32:44) – Likelihood of ETF approval

(00:35:11) – Past applications vs Now

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

 

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

 

Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm

More Resources:

Guest

Ram Ahluwalia’s Twitter: https://twitter.com/ramahluwalia

Blockcrunch

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

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

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

 

 

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

 

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 Arkham work with government agencies

  • Does Arkham collect non-public data of users

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Arkham Intelligence

(00:02:47) – What is Arkham

(00:06:42) – Arkham users and use-cases

(00:11:17) – Is Arkham working with government agencies

(00:24:33) – Issues surround Arkham’s referral system

(00:30:09) – The controversial Intro-to-Earn system

(00:45:07) – Data quality and accuracy

(00:50:29) – Privacy blockchains

(00:37:09) – Value accrual across layers

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

 

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

 

Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm

More Resources: Tweet that claims Arkham Intel Referral System exposed 100s of private emails: https://twitter.com/nftherder/status/1680065466738376704?s=46&t=FkUP6WZfEjMkbcsVeZ1C1w

Guest

Miguel Morel’s Twitter: https://twitter.com/RealMiguelMorel

Arkham Intelligence’s Twitter: https://twitter.com/ArkhamIntel

 

Blockcrunch

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

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

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

 

 

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

 

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 Partner of Maven11 shares with us:

  • What exactly is the Modular Blockchain thesis

  • Which layer accrues the most value in Modular Blockchains

  • 4 interesting verticals other than Modular Blockchains

 

Host: Jason Choi @mrjasonchoi . Not financial advice.

 

 

Timestamps:

(00:00:00) – Introduction to Maven11

(00:03:38) – How Maven11 came about

(00:08:19) – Maven11’s secret to forming theses

(00:12:48) – Real-world Assets, Credit & Privacy

(00:16:15) – Modular Blockchains thesis

(00:20:25) – Data Availability

(00:25:02) – Future of Roll-Ups

(00:31:15) – Roll-Ups-as-a-Service

(00:37:09) – Value accrual across layers

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

 

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

 

Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm

More Resources:

Guest

Maven11’s Twitter: https://twitter.com/gizatechxyz

Maven11’s Substack: https://maven11.substack.com

Balder’s Twitter: https://twitter.com/BalderBomans

Mathijs’s Twitter: https://twitter.com/MathijsvEsch

 

Blockcrunch

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

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

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

 

 

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 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 . Not financial advice.

 

 

Timestamps:

(00:00:00) – Introduction to Crypto x AI

(00:02:41) – How Giza came about

(00:05:42) – Why AI should be on-chain

(00:07:46) – Benefits for end users

(00:10:50) – What part of AI is Giza bringing on-chain

(00:17:51) – Examples of disruptive use-cases

(00:23:03) – Proof-of-Humanity

(00:29:30) – Open models versus closed models

(00:32:45) – Where are we in AI’s lifecycle

(00:38:13) – How to contribute to Giza

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

 

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

 

Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm

More Resources:

Guest

Giza’s Twitter: https://twitter.com/gizatechxyz

Giza’s Website: https://www.gizatech.xyz/

Cem’s Twitter: https://twitter.com/CemFDagdelen

Fran’s Twitter: https://twitter.com/franalgaba_

 

Blockcrunch

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

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

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

 

 

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

 

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 shares with us:

  • Thesis on the Intersection of AI x Crypto

  • Interesting Use Cases for AI in Crypto

  • Will AI Destroy Humanity

 

Host: Jason Choi @mrjasonchoi . Not financial advice.

 

 

Timestamps:

(00:00:00) – Introduction to Crypto x AI

(00:04:26) – Convergence of AI x Crypto

(00:11:19) – Jake’s thesis on AI x Crypto

(00:16:18) – Decentralizing computing for AI

(00:25:42) – Interesting intersections of AI x Crypto

(00:32:12) – Future of AI models

(00:35:41) – AI disrupting investing

(00:38:59) – Is open source dangerous for humans

(00:41:58) – Problems AI builders should be solving

 

 

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

 

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

 

Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm

 

 

More Resources:

Guest

Jake Brukhman’s Twitter: https://twitter.com/jbrukh

Jake’s post on Jargon: https://bit.ly/45aSNCU

Jake’s article on AI x Web 3: https://bit.ly/435ZTa0

CoinFund’s Website: https://www.coinfund.io/

 

Blockcrunch

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

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

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

 

 

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

 

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 their data and audiences, and moving means losing all the progress they’ve built

 

In this Blockcrunch episode, Ryan Li, Co-Founder of CyberConnect, a decentralized social graph protocol trying to revolutionize the relationship between social media platforms and users, shares with us

  • Why Web 3 social graphs are necessary

  • Why you should switch over to Web 3 platforms

  • The future of social media

Host: Jason Choi @mrjasonchoi . Not financial advice.

 

 

Timestamps:

(00:00:00) – Introduction to CyberConnect

(00:03:48) – History of CyberConnect

(00:10:03) – Problems with Web 2 social platforms

(00:13:28) – What is a social graph

(00:16:00) – Incentives for building on CyberConnect

(00:19:47) – Better monetization for creators

(00:25:30) – Ownership and composability of data

(00:31:57) – Why not social tokens

(00:34:53) – Web 3 social graph landscape

(00:42:13) – Are social graphs competitive or complementary

(00:43:33) – CyberConnect’s monetization model

(00:46:18) – Convincing users to switch over from Web 2

 

 

Sponsor message:

Filecoin is enabling open services for data, built on top of IPFS.

 

Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

 

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

 

 

More Resources:

Guest

Ryan Li’s Twitter: https://twitter.com/ryanli_me

CyberConnect’s Twitter: https://twitter.com/cyberconnecthq

Link3’s Twitter: https://twitter.com/link3to

 

Blockcrunch

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

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

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

 

 

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