The Blockcrunch Podcast

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

Jayendra Jog, Co-founder of Sei Network and a pioneer in high-performance blockchain, discusses Sei's impressive rise to become a billion-dollar network. Discover how Sei's parallelized EVM technology offers unprecedented speed and efficiency compared to traditional models. Jog delves into Sei's innovative solutions for state management, like SeiDB, and the challenges of forking as an EVM rollup. He also shares insights on Sei's 2024 roadmap and contrasts Sei's development philosophy with other EVM projects, hinting at a vibrant future for blockchain technology.

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  

Discussing the bull and bear case for crypto, lessons in investing, bold predictions for the next cycle, meme coin investments, and native yield-generating stablecoin. Exploring Axie's impact on web 3 gaming, challenges faced by VCs, and the revolutionary concept of Athena. Predicting growth in NFT markets and teasing future changes in the podcast format.