The Blockcrunch Podcast

Trustless options protocol Opyn is the latest in decentralized finance innovations and already attracting over $1M in value locked. Co-founder Aparna Krishnan (@aparnalocked) joins me in discussing:

• How onchain put options are priced
• Why Opyn can also be a volatility oracle for DeFi
• How Opyn compares to competitors Hegic and Nexus Mutual

Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

• BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
• ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

 ******

Resources:

• Subscribe to my essays here: jasonchoi.substack.com

******

Musical credits:

Transition track: "BHANGER" by Phortissimo. Used with permission

Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions. 

As global macro uncertainty continues to surprise investors across all asset classes, how are investors thinking about crypto today?

Delphi Digital's macro strategist joins me in discussing:

• How recent central bank actions affect the narrative for Bitcoin
• How macro investors are viewing gold vs Bitcoin
• Stablecoins vs Bitcoin in a world of strong USD

Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

• BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
• ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

 ******

Resources:

• Subscribe to my essays here: jasonchoi.substack.com
• "Dollar Milk Shake" theory
• "Paradigm Shifts" by Ray Dalio 

******

Musical credits:

Transition track: "BHANGER" by Phortissimo. Used with permission

Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions. 

Prediction markets platform Augur is launching its most important revamp to date - but can it resolve the challenges facing its low liquidity, clunky UX? Tom Kysar (@tomkysar), Head of Operations at Forecast Foundation, joins me in chatting:

• The key elements in Augur v2 and how they will change everything
• How Augur competes with centralized betting platforms
• Why Dai is used in Augur, not ETH

Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

• BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
• ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

 ******

Resources:

• Do your crypto taxes in a few clicks: cointracker.io/a/blockcrunch
• Copy trade crypto on: etoro.us
• Subscribe to my essays here: jasonchoi.substack.com

******

Musical credits:

Transition track: "BHANGER" by Phortissimo. Used with permission

Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions. 

My friend Kevin Ho (@kevinjho_), from Optimism (formerly Plasma Group) joins us in breaking down the most talked about scaling solution on Ethereum today. We break down for non-technical analysts and developers alike:

• Plasma vs Optimistic Rollups 
• Is Plasma dead?
• Is Optimistic Rollups the future of Ethereum scaling? 
• How ORs work and trade-offs
• The UX gains of Optimistic Rollups
• Why "time to finality" is better than "transactions per second"

Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

• BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
• ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

 ******

Resources:

• Do your crypto taxes in a few clicks: cointracker.io/a/blockcrunch
• Copy trade crypto on: etoro.us
• Subscribe to my essays here: jasonchoi.substack.com

******

Musical credits:

Transition track: "BHANGER" by Phortissimo. Used with permission

Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions. 

With more "high-throughput" blockchains launching in 2020, each promising to change the world, is transactional throughput the best way to think about these projects? Emre Tekişalp (@etekis) from O1 Labs joins me in discussing:

• The new layer 1 chains: Coda vs. Solana vs. Polkadot
• When "transactions per unit of decentralization" is the right metric to compare blockchains
• How Coda creates a constant-size blockchain that fits in your phone
• How blockchains can differentiate as competition heats up

Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

• BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
• ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

 ******

Resources:

• Do your crypto taxes in a few clicks: cointracker.io/a/blockcrunch
• Copy trade crypto on: etoro.us
• Subscribe to my essays here: jasonchoi.substack.com

******

Musical credits:

Transition track: "BHANGER" by Phortissimo. Used with permission

Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions. 

COVID-19 has put the world on temporary lockdown and is sending global economies into recession. Arca Funds CIO Jeff Dorman, Wall Street trader and portfolio manager of 13 years and fintech entrepreneur of 5, joins me in discussing:

• How crypto will do during a recession
• What we can expect in the coming 18 months
• How the "digital gold" narrative will adapt
• Why fundamentals will start to matter again in equities and crypto

Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

• BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
• ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

 ******

Resources:

• Do your crypto taxes in a few clicks: cointracker.io/a/blockcrunch
• Copy trade crypto on: etoro.us
• Subscribe to my essays here: jasonchoi.substack.com

******

Musical credits:

Transition track: "BHANGER" by Phortissimo. Used with permission

Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions. 

The Supreme Court in India just overturned a ban on financial services providing banking services for crypto companies. Billionaire Tim Draper calls this a crypto Renaissance in Asia's third largest economy. To find out more, I chat with Sumit Gupta, founder of CoinDCX and one of the people who helped overturn the central bank's crypto banking ban.

• Why India is entering a crypto renaissance
• Why India's Supreme Court overturned the country's crypto ban
• How local startups are benefitting 
• Indian exchange CoinDCX's unique aggregator model

Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

• BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
• ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

 ******

Resources:

• Do your crypto taxes in a few clicks: cointracker.io/a/blockcrunch
• Copy trade crypto on: etoro.us
• Subscribe to my essays here: jasonchoi.substack.com

******

Musical credits:

Transition track: "BHANGER" by Phortissimo. Used with permission

Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions. 

I'm thrilled to be joined by Vance Spencer (@iam__vance) from Framework Ventures, an activist crypto fund bullish on DeFi and governance. I enjoyed Vance's no-holds-barred takes, and we discussed:

• Why Framework doesn't hold BTC
• The case against Ethereum killers
• Speculation as a use case: Chainlink, Synthetix
• The new winners in the crypto fund space

Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

• BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
• ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

 ******

Resources:

• Pay your crypto taxes with the help of https://bitdexs.com/
• Copy trade crypto on: etoro.us
• Subscribe to my essays here: jasonchoi.substack.com

******

"LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions. 

A special 15-min segment where I answer your questions! 

• Why did crypto markets crash 30-40% in a day?
• What happened to MakerDao and why is it in deficit?
• How have I dealt with the coronavirus in Hong Kong?

Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

• BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
• ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

 ******

Resources:

• Pay your crypto taxes with the help of https://bitdexs.com/

• Subscribe to my essays here: jasonchoi.substack.com

******

"LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions. 

Singapore's status as the crypto hub of Asia has slowly been cemented in the past few years. Kenrick Drijkoningen (@KenrickLuneX), founding partner of Lunex Ventures, a SG-based crypto VC fund, joins me in discussing:

• Investing in "infrastructure inversion"
• Singapore government's forward thinking approach to encouraging crypto development
• ICOs, IEOs, and token sales in Asia

Subscribe or miss out!

Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

• BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
• ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

 ******

Resources:

• Pay your crypto taxes with the help of https://bitdexs.com/
• Sign up for eToro here

• Subscribe to my essays here: jasonchoi.substack.com

• Tom's blog post on liquidations here

******

Intro music by Phortissimo.

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.