Blockcrunch - 20 Minute Crypto Insights

Today Jason explains why now is the end for The Blockcrunch Podcast. In this episode: - Jason & Blockcrunch’s early days - Why the show is stopping - What’s next   Thank you to you all. As fans of the show, we appreciate every view, listen, comment, like or any other interaction you have had with the show to help us grow and expand our reach. We've enjoyed every moment and hope you have too.   Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) introduction (00:56) Jason & Blockcrunch’s early days (05:11) Why is the show stopping? (10:51) What’s next? (12:40) Outro -- Twitter accounts: Jason Choi: https://twitter.com/mrjasonchoi Blockcrunch: https://twitter.com/theBlockcrunch -- Blockcrunch VIP: https://blockcrunch.s

Today Jason is exploring all things DeSci. In this episode Jason is joined by BIO Protocol's CEO & Co-founder Paul Kohlhaas, as well as VitaDAO's Co-lead Alex Mukhin. In this episode we discuss: What exactly is DeSci? What is VitaDAO? How is VitaDAO set to increase human longevity How does crypto solve medical research? Medical investment incentives What is VITA-FAST? How is development enforced What are the traditional medical investment dynamics? Is DeSci a hype cycle? What is pump.science & $RIF? DeSci's roadmap And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (02:28) What is DeSci? (03:35) Paul’s background (07:27) VitaDAO user experience (09:34) VitaDAO’s use case (12:17) How does crypto solve m

Today Jason and Sanat are back with another Roundtable! This time they’re discussing the memecoin hype and constant need for new narratives.   In this episode we discuss:   pump.fun live streaming feature Crypto cycles, market buyers, & onchain retail onboarding Cycle swings: utility vs memes Retail onboarding responsibilities  The “narratives” wars Market flows: token supply The high float/high FDV debate continues... pump.fun winners, DeSci ai16z/Eliza   And much more!   Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (01:06) pump.fun live streaming feature (07:40) Crypto cycles, market buyers: onchain retail onboarding (13:58) Cycle swings: utility vs memes (18:40) Retail onboarding responsibilities  (22:54) “narra

Today Jason is joined by Imran Khan, Core Contributor at Alliance, the leading crypto accelerator. In this episode we discuss: - Alliance’s early days   - What to focus on with your App   - Speculation vs skeuomorphic   - Tips for Founders - Focusing on small problems first   - Where to build: market research   - Measuring success   - Is chain focus important   - Chain ideologies as pain point   - Sustainable token offerings   - Founder likability importance   And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (04:00) Alliance’s early days  (07:11) App focus (13:33) Speculation vs skeuomorphic (15:20) Tips for Founder  (19:23) Focusing on small problems first  (23:52) Where to build: market research  (26:23) Mea

Today Jason is joined by Taiki Maeda, Founder of HFA Research to discuss AI crypto agents, with a deep dive on Terminal of Truths and $GOAT. In this episode we discuss: - Terminal of Truths, Infinite Backrooms, $GOAT   - Finding $GOAT   - Terminal of Truths wallet/$GOAT ownership   - Are AI memecoins the Loot of this cycle?   - Why $GOAT is different   - Proof-of-AI   - LUNA AI agent, GNON, + more   - Milady/GNON analogy + liquid investing   - VC FOMO & AI agent utility vs narrative   - Cycle analogies   - Taiki’s Alex Good interview: Rise of $GOAT And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction   (04:48) Terminal of Truth, Infinite Backrooms, $GOAT   (08:22) Finding $GOAT   (10:06) Terminal of Truth wal

Today Jason is joined by Memecoin analyst Murad Mahmudov to discuss all things memecoins, including: Sound money vs meme coins Horseshoe theory: ideology exports Product vs price attention Memecoin nihilism Billion dollar market cap meme coins: blue chips Memcoin founder profile Celebrity coins/memecoins Murad’s memecoin selection And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (08:45) Sound money vs meme coins (19:00) Horseshoe theory: ideology exports (25:10) Product vs price attention (33:48) Memecoin nihilism (46:30) Billion dollar market cap meme coins: blue chips (52:03) Memcoin founder profile (53:58) Celebrity coins/memecoins (56:30) Murad’s memecoin selection (57:51) Outro -- Partner message: Apto

Welcome to 'On a Tangent' episode 3 , a special segment of Blockcrunch! Jason and Darryl, prop investors at Tangent, sit down with Multicoin Capital Managing Partner Kyle Samani to discuss: Kyle's Breakpoint takeaways Solana thesis  Why SOL will flip ETH Kyle's biggest investment losses Investing time horizons And much, much more Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: Timestamps: (00:00) Introduction  (03:10) Kyle’s Breakpoint review    (09:25) Solana thesis (12:21) “Solana will flip Ethereum”  (24:08) Network extensions    (30:04) Competing with Ethereum (34:29) Kyle’s biggest investment loss  (39:21) L1 bets  (44:21) Market timing/time horizons (1:05:33) DePIN (1:07:54) Outro -- Twitter accounts: Jason Choi’s Twitter: https://twitt

Today Jason is joined by GEODNET Project Creator, Mike Horton to discuss the fast evolving DePIN industry. In this episode Mike shares: * How and why they launched GEODNET * GPS refinement challenges & blockchain solutions * GEODNET node operators * GEODNET customer-profile * DePIN unit economics * Centralized vs decentralised geo-spatial solutions * Partnerships * Why they built on Polygon * Upcoming developments * And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (04:36) GEODNET solutions (08:44) Navigation problem solving (10:48) GPS refinement challenges & blockchain solutions (13:20) GEODNET node operators (16:14) Onchain components (20:04) GEODNET customer-profile (23:20) Developing decentralizat

Today Jason and Sanat sit down to share their takeaways from Token2049 and more! In this episode they discuss: * Firedancer * zkTLS * SocialFi * Crypto xAI * DePIN * Traders' sentiment * Hyperliquid * And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (06:48) Firedancer announcement (12:14) Token2049 curation review (18:22) What Ethereum needs (20:52) Memecoins/KOL awards (25:31) VC’s current outlook (29:53) zkTLS (34:09) SocialFi (34:39) Crypto xAI (40:36) DePIN (42:48) Traders' sentiment (45:28) Hyperliquid (52:07) Token2049 community highlight  (53:10) Outro -- Partner message: Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applica

Today Jason is joined by MegaETH's Co-Founder, Shuyao Kong to discuss: * The L1 Endgame * Compatibility tradeoffs * Increased throughput tradeoffs: TPS * Centralized risks * Competing with Solana * Ethereum’s L2 ethos * MegaETH's Developer-acquisition strategy * Blockchain community/culture creation * L1’s opportunity to outcompete Solana * And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (03:58) L1 Endgame (09:00) L1 investing metrics (13:10) Compatibility tradeoffs (15:48) Increased throughput tradeoffs: TPS (21:45) Centralized risks (25:01) Full nodes (31:08) Competing with Solana (34:39) Ethereum’s L2 ethos (39:29) Sui MOVE language (41:52) MegaETH: Developer-acquisition strategy (47:47) AWS with blockchai

Today Jason is joined by Spectral's Co-Founder & CEO, Sishir Varghese to discuss the Onchain Agent Economy and the future of machine intelligence networks aiding autonomous onchain agents . In this episode they discuss: AI/LLM integration abstractions Revenue-generating agents Competitive market dynamics: The Agent App Store Agent transparency A live Spectral demo! Agent-to-agent communication And much more! Episode article links: https://vitalik.eth.limo/general/2024/01/30/cryptoai.html https://goodalexander.com/posts/agenticprotocols/ https://www.spectrallabs.xyz/whitepaper Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (05:17) On-chain agents (11:01) AI/LLM integration abstractions (14:28) Vitalik’s take

We're back with another Roundtable episode! Today Jason and Sanat discuss: Apps: the changing user onboarding landscape App vs Infra investment flows Fee taking business model vs token value accrual Regulation: incentive alignment And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (04:56) 2017 user onboarding motives vs today (07:12) App vs Infra (18:16) Market’s Infra preferences (25:53) Fee taking vs token value accrual (31:19) Regulation: incentive alignment (34:21) User retention (41:02) Infra differentiations  (43:55) Impacts of opaque regulation (45:55) App x AI use cases  (46:53) Investment landscape (49:48) Outro -- Links: Galaxy article: https://www.galaxy.com/insights/research/crypto-and-blockchain-

Today Jason is joined by Prodia Co-Founder & CEO, Shawn Wilkinson to discuss the future of AI x Crypto and decentralized compute. In this episode they discuss: The foundations for Prodia Why now is the time for DePIN Decentralized node use-cases Training vs decentralization Web3 compute network scepticisms Will Prodia launch a token? And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (07:57) Why DePIN? (15:10) Economies of scale/cost efficiencies (19:53) Aggregating supply/matching demand (20:48) Decentralized node use-cases (25:00) Training vs decentralization (29:48) Power of cold outreach/market dynamics (30:46) Web3 compute network scepticisms (41:37) Miner business models (46:11) Prodia token (48:30)

Welcome to 'On a Tangent' episode 2 , a special segment of Blockcrunch! Jason and Darryl, prop investors at Tangent, sit down to discuss: H1 2024 review How to develop edge as an investor Bull/bear inflection analysis  How to conduct conviction reviews ETH ETF post-launch Verticals Jason & Darryl's early days in crypto And much, much more Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (01:14) Introduction (03:04) Tangent: H1 2024 review (05:24) Developing edge as an investor (14:42) Bull/Bear inflections (31:37) Reassessing convictions (34:27) ETH ETF review (37:42) Cycle patterns (43:05) Verticals (46:00) Crypto x AI (53:51) Jason & Darryl’s start in crypto (56:30) Diversification vs concentration (59:43) Outro -- Twitter accounts:

Today Jason is joined by NEAR Protocol Co-Founder, Illia Polosukhin to discuss the future of AI and blockchain technology. In this episode they discuss: The early days of NEAR AI x Crypto verticals User-AI NEAR's AI R&D lab Why NEAR is well positioned for AI x Crypto And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Timestamps: (00:00) Introduction (12:00) NEAR Protocol early days (16:06) Crypto/AI verticals (22:27) User-AI is NEAR & AI concerns (29:58) User-owned AI business model (34:40) NEAR AI R&D lab (41:58) Chain abstraction (46:15) Why is NEAR positioned for AI? (49:27) NEAR’s H2 2024 roadmap (52:20) Outro -- Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition platform in web3 gaming through fun quests that help players build their onchain reputation Find out more at https://investors.yieldguild.io/ -

Welcome to 'On a Tangent' episode 1 , a special segment of Blockcrunch! Jason and Darryl, the co-founders of prop crypto fund Tangent, sit down to discuss: - How Tangent began - Tangent’s investment strategies that led to top percentile returns since inception - Biggest wins and losses - Trading vs venture investing - How to succeed as an Analyst And much, much more Host: Jason Choi @mrjasonchoi . Not financial advice. -- Timestamps: (00:00) Introduction (01:19) What is Tangent Ventures? (08:22) What is an ‘evergreen fund’ (10:09) Angel, Venture, LP, and Liquid investing (10:00) Employee-owned (13:59) Crypto investment categories (16:00) NFT investing strategy (18:30) Coordination networks (21:02) Tangent’s thesis categorization (21:54) Tangent’s big wins (27:10) Trading vs venture execution (29:49) Stacks: Bitcoin L2 & Ronin: Web3 Gaming (35:38) ETH/BTC (40:46) Investing mistakes (47:15) Investment process & team structure (1:03:03) ETH ETF implications (1:10:15) BTC thesis (1:14:19) Arweave thesis (

Today Jason and Sanat sit down to discuss bear markets. Jason kicks things off with an explanation of his bear market framework. The two then review token creation vs token value in the current cycle, defining a 'bear market', as well as investment time horizons. Jason and Sanat also review the Major vs Alts debate, how to weather down cycles, as well as sharing bear market horror stories. The two close with a discussion around bull cycle signals and how to assess a possible re-entry—enjoy! Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (05:12) Jason’s bear market framework (13:16) Token creation vs token value (14:48) ‘Bear market’ definition (23:53) Time horizons (31:52) pump.fun (33:19) Majors vs alts (41:48) Short vs longterm convictions (42:26) Bear market stories (44:10) Weathering down cycles (48:33) Bull signals (50:34) When to re-enter (55:02) Outro   Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their communi

Today Jason is joined by Arch Network CEO, Matt Mudano and CTO Amine ElQaraoui to discuss Bitcoin programmability. Matt and Amine kick things off by explaining why building on Bitcoin makes sense, how Ordinals were the catalyst, and the possibilities of Bitcoin programmability. The conversation then turns to multisig security assumptions on Bitcoin, BitVM, and the dApp endgame. The two then provide a deep dive on what Arch Network is, the challenges they've overcome, as well as their future roadmap. The discussion also touches on programmability unlocks, cost vs security, and much more—enjoy!   Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (02:29) Why build on Bitcoin? (07:38) Ordinals as a catalyst (10:21) Bitcoin L2 programmability possibilities  (13:27) L2 multisig security assumptions (15:34) BitVM (16:21) Ethereum vs Bitcoin dApp endgame (18:46) Arch Network challenges (20:21) What is Arch Network? (24:46) Pain ponts of bridging  (28:10) Bitcoin programmability

Today Jason and Sanat breakdown the ETH ETF approval news. They discuss the custody unlocks thanks to the ETF, what price activity might look like as a result of inflows, the implications for Lido, NFT's, and EigenLayer. As well as wider ramifications on L2s and what this could mean for memecoins. The two then discuss the slow down in activity on Ethereum's L1 and much more—enjoy! Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (04:01) ETH ETF approval  (10:14) Custody unlocks & inflow price impacts (19:24) Lido implications (26:07) NFTs as beneficiaries of ETH price appreciation (31:14) EigenLayer as beneficiary of ETH price appreciation (37:04) L2 impacts (42:23) Memecoin impacts (46:28) Building on ETH L1 (49:10) 0-1 projects  (50:04) Outro   Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and level up together. Its mission is to become the leading community-based user acquisition pl

In today's episode Jason sits down with Yield Guild Games Co-Founder Gabby Dizon! Gabby discusses YGG's origin story, the future of P2E, and scholarships. As well as how YGG reviews the Web3 gaming landscape, Gabby's lessons from his days in Web2 gaming, plus Gabby shares his top up and coming Web3 games! To finish, Jason and Gabby discuss the Guild Protocol, quest elements and upcoming integrations for YGG, future verticals, and much more—enjoy! Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (03:20) YGG origin (08:06) Play-to-earn and scholarships (10:13) Guild success (12:32) Gaming ecosystem analysis (17:19) Lessons learned from Web2 (20:13) Up and coming Web3 games (21:22) Guild protocol (29:54) Quest elements & community integration (33:11) Other verticals (36:45) Potential threats to YGG (38:42) YGG’s roadmap (40:22) Outro   Yield Guild Games (YGG) is a web3 guild protocol that enables players and gaming guilds to find their community, discover games and lev