The Blockcrunch Podcast

Today Jason explains why now is the end for The Blockcrunch Podcast.

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

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Twitter accounts:

Jason Choi: https://twitter.com/mrjasonchoi

Blockcrunch: https://twitter.com/theBlockcrunch

--

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

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 medical research?

(16:44) VitaDAO demographic

(19:50) Investment incentives

(24:09) VITA-FAST

(27:05) Development enforcement

(32:14) Traditional medical investment dynamics

(35:07) Is DeSci a hype cycle?

(40:08) What is pump.science & $RIF?

(45:22) DeSci roadmap

(49:35) Outro

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Twitter accounts:

Jason Choi: https://twitter.com/mrjasonchoi

Alex Mukhin: https://x.com/alex__mcl

Paul Kohlhaas: https://x.com/paulkhls

Blockcrunch: https://twitter.com/theBlockcrunch

--

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

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) "narratives"

(25:08) Market flows: token supply

(33:07) The high float/high FDV debate continues...

(39:59) pump.fun winners, DeSci

(46:20) ai16z/Eliza

(48:29) Degeneracy leading to good

(49:05) Outro

--

Twitter accounts:

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Sanat Kapur's Twitter: https://x.com/kapursanat

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

--

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

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) Measuring success

(33:28) Is chain focus important

(39:37) Chain ideologies as pain point

(40:48) Sustainable token offerings

(48:50) Founder likability importance

(50:46) Outro

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Imran's Breakpoint 2024 talk: https://www.youtube.com/watch?v=o5J7tX492uE

--

Twitter accounts:

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Imran Khan's Twitter: https://x.com/lmrankhan

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

--

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

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 $GOAT (10:06) Terminal of Truth wallet/$GOAT ownership (14:58) Are AI memecoins the Loot of this cycle? (19:39) Why $GOAT is different (23:55) Proof-of-AI (28:51) LUNA AI agent, GNON, + more (32:43) Milady/GNON analogy + liquid investing (40:26) VC FOMO & AI agent utility vs narrative (43:53) Cycle analogies (46:26) Taiki's Alex Good interview: Rise of $GOAT (48:49) Outro

--

Twitter accounts:

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Sanat Kapur's Twitter: https://x.com/kapursanat

Taiki Maeda's Twitter: https://x.com/TaikiMaeda2

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

--

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

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:

Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.

Find out more at https://aptosfoundation.org/

--

Twitter accounts:

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Murad Mahmudov's Twitter: https://x.com/MustStopMurad

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

--

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

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

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Twitter accounts:

Jason Choi's Twitter:

https://twitter.com/mrjasonchoi

Darryl Wang's Twitter:

https://x.com/0xWangarian

Kyle Samani's Twitter:

https://x.com/KyleSamani

Blockcrunch Twitter:

https://twitter.com/theBlockcrunch

--

Partner message:

Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.

Find out more at https://aptosfoundation.org/

--

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

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 decentralization plans

(29:05) DePIN unit economics

(31:51) Centralized vs decentralised geo-spatial solutions

(34:34) Partnerships

(37:56) Building on Polygon/reviewing chains

(39:45) Upcoming developments

(41:34) Outro

--

Episode links:

https://geodnet.com/

https://www.youtube.com/@GEODNET

https://x.com/GEODNET_

--

Partner message:

Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.

Find out more at https://aptosfoundation.org/

--

Twitter accounts:

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Mike Horton's Twitter: https://x.com/mikeahorton

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

--

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

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 applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.

Find out more at https://aptosfoundation.org/

--

Twitter accounts:

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Sanat Kapur's Twitter: https://x.com/kapursanat

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

--

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

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 blockchain scaffolding

(50:26) Blockchain community/culture creation

(58:34) L1's opportunity to outcompete Solana

(1:03:11) Outro

--

Partner message:

Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.

Find out more at https://aptosfoundation.org/

--

Twitter accounts:

Jason Choi's Twitter: https://twitter.com/mrjasonchoi

Shuyao Kong's Twitter: https://x.com/hotpot_dao

Sanat Kapur's Twitter: https://x.com/kapursanat

MegaETH's Twitter: https://x.com/megaeth_labs

MegaETH's website: https://megaeth.systems/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

--

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