Jason Kam (@MapleLeafCap) left a lucrative career at a hedge fund to pursue crypto full time. With backing from ParaFi and Dragonfly Capital Partners, Jason launched Folius Ventures to bet big in crypto in 2022 - with a strong focus in China. We discuss:  Is crypto in China over? The 4 trends Folius is betting on 3 things projects can do to build a moat 5 names Jason is bullish on  Host: Jason Choi @mrjasonchoi . Not financial advice. ------------ Sponsors ------------- PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on paraswap.io/blockcrunch COINFLEX is a crypto exchange where anyone can be a market maker via its simple AMM+ product. Explore yields up to 800% on Coinflex’s easy-to-use platform: https://coinflex.com/amm ------------ Disclosures ------------- Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary 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

What’s Next? 4 Crypto Mega Trends in 2022 - Jason Kam, Folius Ventures, Ep. 183

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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In today's Roundtable Jason and Sanat discuss Social Apps! They kick things off with a review of friend.tech's Airdrop, before defining ‘Web3 Social’ and ‘SocialFi’. The two then take a look at Farcaster's DAU growth, 'Stealcam', and the value-transfer in Social Apps. The two then discuss fantasy.top, Social Apps monetization, the explosion of pump.fun, and what the total-addressable-market of Social Apps might be. Plus, a whole bunch more—enjoy! Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (01:20) friend.tech airdrop (06:27) What is ‘Web3 Social’ & ‘SocialFi’  (09:15) Farcaster user growth (10:19) Stealcam (13:25) Value transfer in SocialFi (16:23) fantasy.top (20:19) Early monetization in SocialFi (26:17) pump.fun (33:38) SocialFi TAM (36:34) Analysing SocialFi protocols (40:00) a16z ‘How do you define a Social App?’ (43:19) Define SocialFi users (49:00) Outro    Partner Message: 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/   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

The Upcoming SocialFi Wave in Crypto - Blockcrunch Roundtable 010

In today's episode Jason and Sanat take stock of token fundamentals. The two conduct a deep dive on C/DEX listing strategy, airdrop/liquidity campaigns, liquidity vs token volume, and much more. As well as looking at examples of winners and losers and also commentary on the recent StarkWare controversy, as well as Ethena's success—enjoy! Host: Jason Choi @mrjasonchoi . Not financial advice.   Timestamps: (00:00) Introduction (03:02) “YGG Ad” (04:16) Token/product relationship (06:36) What makes a good token? (15:03) How to get a C/DEX listing (18:17) Exchanges as a price discovery tool (20:18) When/how to engage with CEXs (23:39) Points/aidrops liquidity campaigns (30:16) Liquidity vs volume (36:01) StarkWare controversy (40:19) Ethena review (44:33) Token holders (47:24) 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

Top Investors on What Makes a Good Crypto Token - Blockcrunch Roundtable 009

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.   Timestamps: (00:00) Introduction  (02:48) Motivation to found Drift (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    Partner Message:  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/    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.   Timestamps: (00:00) Introduction  (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   Partner Message: 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/   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.   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   Partner Message:  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/   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

What’s Next? 4 Crypto Mega Trends in 2022 - Jason Kam, Folius Ventures, Ep. 183

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