Welcome to the inaugural episode of The Chopping Block, a new show on Unchained hosted by Haseeb Qureshi, Robert Leshner, Tom Schmidt, and Tarun Chitra, in which they discuss the latest juicy topics in crypto. This week, the four crypto heavyweights take a look back at 2021. Show topics:

Biggest winners and losers
Best mechanism
Biggest surprise
Best meme
Predictions for 2022

Without revealing too much, Haseeb, Robert, Tom, and Tarun cover a lot of ground, diving into “esoteric” subjects like Luna tokenomics, the Tezos NFT marketplace HEN, the origins of web3, the Grayscale arbitrage opportunity, OHM, Convex Finance, single-basis point liquidity pools on Uniswap, and Empty Set Dollar. They also tackle more popular topics like BTC, Dogecoin, NFT marketplaces, L1s, and more.

Episode Links

Hosts

Haseeb Qureshi, managing partner at Dragonfly Capital
- https://twitter.com/hosseeb
Tom Schmidt, general partner at Dragonfly Capital
- https://twitter.com/tomhschmidt
Robert Leshner, managing partner at Robot Ventures
- https://twitter.com/rleshner
Tarun Chitra, managing partner at Robot Ventures
- https://twitter.com/tarunchitra

Biggest Winners:

L1 performance in 2021: https://www.theblockcrypto.com/post/128603/in-2021-l1-blockchains-took-the-spotlight-thanks-to-defi
Coinbase IPO: https://unchainedpodcast.com/is-coinbase-stock-a-good-buy-this-analyst-says-yes/
Solana: https://www.notboring.co/p/solana-summer
OpenSea: https://www.readthegeneralist.com/briefing/opensea
Lido: https://newsletter.banklesshq.com/p/is-lido-undervalued
Dogecoin: https://docsend.com/view/vutymtgqjf99yrpu
Solana early investors: https://www.theinformation.com/articles/solana-generates-1-billion-in-returns-for-early-backers

Mechanisms

Uniswap V3: https://uniswap.org/blog/launch-uniswap-v3
Convex Finance (+ Curve): https://www.coindesk.com/business/2021/11/11/curve-wars-heat-up-emergency-dao-invoked-after-clear-governance-attack/
OHM: https://www.coingecko.com/buzz/what-is-olympusdao-and-how-does-it-work
ESD: https://medium.com/@lewisfreiberg/empty-set-dollar-esd-a0abbfc5ecdb

Biggest Losers:

Grayscale: https://dcresearch.medium.com/interpreting-grayscale-premiums-gbtc-ethe-a7261dd8cfca
Bitcoin: https://www.coindesk.com/price/bitcoin/
HEN: https://www.theblockcrypto.com/news+/126688/tezos-art-marketplace-hen
EOS: https://cryptonews.com/news/eos-down-as-community-forks-out-blockone.htm

Biggest Surprises

Uniswap pool analytics:https://info.uniswap.org/#/pools
NFTs: https://www.theverge.com/2021/3/11/22325054/beeple-christies-nft-sale-cost-everydays-69-million + https://decrypt.co/89060/bored-ape-yacht-club-nfts-flip-cryptopunks-floor-price-in-ethereum
Luna: https://www.coindesk.com/markets/2021/11/10/terra-passes-highly-anticipated-proposal-to-burn-nearly-89m-luna/

Best Memes

Dog coins: https://nypost.com/2021/12/27/santa-floki-cryptocurrency-surges-3500-after-elon-musk-tweet/

SBF shoes: https://twitter.com/zackseward/status/1468641558346059777
Grimes tweet: https://twitter.com/grimezsz/status/1449528005966000129
Web3: https://www.coindesk.com/learn/what-is-web-3-and-why-is-everyone-talking-about-it/

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Matt Oppenheimer, Co-founder and CEO of Remitly