In today’s Roundtable 005 episode Jason and Sanat are joined by Blockchain Capital’s Principle, Yuan Han Li, where the three discuss ETH value accrual, ETH’s money utility, before diving deep on infrastructure mechanics and Jason’s changing views on ETH. As well as much, much more — enjoy!   Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (01:27) Disagreggation of ETH Value Accrual (16:20) $ETH as money (27:40) Modularity conviction (33:11) Fees as behaviour incentive (42:16) Off-chain cryptography as Proofs (50:02) Jason’s changing view on ETH (51:10) Outro   More Resources: Hosts Jason Choi’s Twitter:      / mrjasonchoi   Sanat Kapur’s Twitter:      / kapursanat   Yuan's Twitter: / yuan_han_li   Watch the episode on Youtube: https://rb.gy/yki70a Blockcrunch 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

Is ETH Uninvestable? The ETH Disaggregation Thesis - Blockcrunch Roundtable 005 feat. Yuan from Blockchain Capital

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.

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Today Jason is joined by Drift Co-Founder Cindy Leow & Developer Chris Healey. In today’s episode the three discuss the founding story of Drift, why there was a gap in the market for Drift, why the Solana ecosystem made sense, and whether it would if Drift launched today. Cindy and Chris then share their bear market learnings, what they took away from the Luna saga, and Drift’s 2024 roadmap—enjoy!   Host: Jason Choi @mrjasonchoi . Not financial advice.   This episode is sponsored by YGG. https://www.yieldguild.io/ https://twitter.com/yieldguild   Timestamps: (00:00) Introduction  (02:48) Motivation to found Drift (05:05) “YGG Ad”  (05:56) Why Drift chose Solana   (08:16) Ecosystem tradeoffs    (11:07) Drift’s growth   (14:29) Bear market start-up learnings   (15:53) Would Drift choose Solana in 2024?  (19:35) Drift’s USP  (24:21) Cross-collateralization (28:45) Market research findings   (31:16) Luna leveraged short learnings   (36:05) Drift’s roadmap  (38:28) Outro    Twitter accounts: Jason Choi’s Twitter:   https://twitter.com/mrjasonchoi   Blockcrunch Twitter:   https://twitter.com/theBlockcrunch   Cindy’s Twitter:   https://twitter.com/cindyleowtt   Chris’ Twitter:   https://twitter.com/crispheaney   Blockcrunch VIP: https://blockcrunch.substack.com/   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

Why Drift Is Betting Big on Solana - Cindy Leow & Chris Heaney, Ep. 256

Today Jason is joined by Arweave Co-Founder & CEO Sam Williams. In this episode the two discuss the founding story of Arweave, solving infinite scalability, smart contract transferability, as well as breaking down actor oriented computing. Sam also explains the possibility of on-chain AI training with AO, AO’s ostensibility, what the ecosystem allows for developers. Plus; the two explore the blockchain trilemma and AO’s roadmap—enjoy!   Host: Jason Choi @mrjasonchoi . Not financial advice.   This episode is sponsored by YGG.   Timestamps: (00:00) Introduction  (02:57) “YGG Ad” (04:02) The history of AO  (09:51) Infinite scalability (14:57) Smart contract transferability (18:04) ELI5: Actor Oriented computing (19:41) Composability trade-offs (27:32) Removing on-chain AI training restraints with AO (28:58) Security trade-offs (32:31) The blockchain trilemma (36:34) AO’s extensibility (42:22) AO ecosystem builders (45:09) The AO roadmap (49:59) Outro   Twitter accounts: Jason Choi’s Twitter:   https://twitter.com/mrjasonchoi   Blockcrunch Twitter:   https://twitter.com/theBlockcrunch   Sam Williams’ Twitter:   https://twitter.com/samecwilliams   Blockcrunch VIP: https://blockcrunch.substack.com/   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  

AO: The Hyper Parallel Computer You Need to Know - Sam Wiliams, Ep. 255

Today Jason is joined by 9GAG CEO Ray Chan, the Godfather of meme’s. In this episode Ray breaks down how to successfully transition from Web2 to Web3, why the ‘midcurve strategy’ might be best, the best Web3 GTM execution, as well as exploring a framework for Memeland, meme coin fundamentals, and an analysis of the modern day attention economy. For those of you deep in the meme cycle, obsessively on Blast, or otherwise interested in how and why we find ourselves in this memetic cycle, this one’s for you—enjoy. Note: 9GAG is an online platform and social media website based in Hong Kong, which allows its users to upload and share user-generated content or other content from external social media websites, check it out here: https://www.memeland.com/ Host: Jason Choi @mrjasonchoi . Not financial advice.  This episode is sponsored by YGG. This episode is sponsored by YGG: 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 Join their discord today! https://discord.gg/ygg   Timestamps: (00:00) Introduction (03:09) “Yield Guild Games”  (04:09) Executing on Web2 to Web3 (11:24) Memeland explained (16:48) The midcurve strategy (19:24) Founder focuses & GTM strategy (22:00) The attention economy  (26:43) Product features in relation to DAU  (31:21) A framework for Memeland (39:28) Meme coin comparisons  (41:32) Commonalities of successful meme coins (48:28) Differentiating from other meme coins (53:20) Outro   Twitter accounts: Jason Choi’s Twitter:   https://twitter.com/mrjasonchoi   Blockcrunch Twitter:   https://twitter.com/theBlockcrunch   Ray Chan's Twitter:   https://twitter.com/9gagceo?lang=en   Blockcrunch VIP: https://blockcrunch.substack.com/   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

How to Play Memecoins, From the Godfather of MEME - Ray Chan, Ep. 254

Today Jason is joined by Mahesh Ramakrishnan, Seed Investor at Escape Velocity (EV3). Today Mahesh joins us to discuss all things DePIN. The conversation begins with an overview on the DePIN category and why EV3 has chosen to focus it's attention here. The two then go on to review how the labour market may change as a result of DePIN developments, DePIN's unit economics, bandwidth vs compute providers, as well as EV3's North Star, and 2024's leading DePIN projects. This is not one to miss as we breakdown the past, present, and future of decentralized physical infrastructure—enjoy!   Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (02:19) Why EV3 focuses on DePIN (05:34) DePIN’s developments (11:22) The future of UBI & DePIN node operators (13:38) DePIN categories  (20:22) DePIN network unit economics  (30:15) Bandwidth vs compute providers  (33:25) EV3’s DePIN market research approach (36:37) EV3’s North Star (40:40) 2024’s leading DePIN projects (44:29) DePIN’s marketshare  (48:20) Outro   Twitter accounts: Jason Choi’s Twitter:    https://twitter.com/mrjasonchoi Mahesh Ramakrishnan's Twitter:    https://twitter.com/moneromahesh   Episode content links: https://depin.ninja/     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

Why Top Investors Are Excited About DePIN - Mahesh from EV3, Ep. 253

In today’s Roundtable, Jason and Sanat take a moment to assess what has happened in Q1 2024. They kick things off by discussing new BTC ATH's and what this means for liquidity flows and meme coins. As a result, the two turn to venture opportunities this cycle, given the meme activity in recent months. Jason and Sanat then go on to discuss the Jupiter Airdrop, the future of L1s, EigenLayer's $100M raise from a16z, as well as a review on Ethena as the most dominant rev-gen application in crypto right now, and much more — enjoy! Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (02:01) ETH Denver recap (04:16) BTC ATH review (11:47) Liquidity flows & meme coins (18:36) 2024 cycle venture investing (20:31) $JUP: Jupiter Airdrop (26:21) The future of L1s (30:52) EigenLayer: a16z $100M raise (36:52) Ethena: the biggest rev-driving application in crypto (39:35) Maker Endgame (42:50) BTC L2s (47:57) Uniswap fee switch update (52:13) Outro   Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi   Sanat Kapur’s Twitter: https://twitter.com/kapursanat 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  

Is ETH Uninvestable? The ETH Disaggregation Thesis - Blockcrunch Roundtable 005 feat. Yuan from Blockchain Capital

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