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 examples — this is not one to miss, enjoy   Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (03:10) Historic tier-1 Airdrops (11:45) Fiat raises vs Airdrops (18:05) Airdrop customer-acquisition-cost analysis (33:32) LayerZero Airdrop speculation (41:50) Gamification of points vs Airdrops (46:12) Whales Market points market (48:48) Points as user retention mechanic critique (52:40) Celestia Airdrop: crypto native user reward strategy (53:40) Points program scrutiny continued (57:30) Outro   Hosts: Jason Choi’s Twitter:    / mrjasonchoi   Sanat Kapur’s Twitter:    / kapursanat     Watch the episode on Youtube: https://rb.gy/xkff5h Blockcrunch VIP: https://blockcrunch.substack.com/ 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

In this episode, Blockchain Capital's Principle, Yuan Han Li, joins Jason and Sanat to discuss ETH value accrual, its money utility, the disaggregation of blockchains, and the importance of ETH as money and economic security. They also explore enforcing commitments in the crypto space and the profitability of execution layers in crypto. The episode concludes with reflections on the future of ETH and recent market movements.

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: 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 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: 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

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: 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  

Explore the evolution and potential of Web 3 gaming in 2024, including partnerships with major companies like Ubisoft and Merit Circle. Delve into the challenges and solutions facing the industry, and discover the future developments and vision for the gaming landscape in the upcoming years.

The podcast explores the recent resolution of Binance's case, top picks for different crypto verticals in 2024, the future of cryptocurrency exchanges and NFT dominance, excitement for projects like Athena and Aivo, controversial applications in the crypto space, Pith Network's struggle compared to Chainlink, and observations on USDT acceptance and meme coins.

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: 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  

Founder of Blur, Pacman, discusses why NFTs are not dead, how Blur surpassed OpenSea, user behavior in market conditions, sustainability of Blur's program, key KPIs, stance on royalties, and future plans. Insightful discussion on the NFT market outlook and Blur's innovative approach.

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