The Blockcrunch Podcast Jason Choi

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 unlocks
(30:54) Cost vs Security 
(32:45) Future of Bitcoin dApp ecosystem
(38:09) Arch Network roadmap
(42:54) 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/
 
Twitter accounts:
Jason:
https://x.com/mrjasonchoi
Matt:
https://x.com/proofofmud
Amine:
https://x.com/amine_elqaraoui
Blockcrunch:  
https://twitter.com/theBlockcrunch
YGG Twitter:
https://x.com/YieldGuild
—
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 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 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
 
YGG Twitter:
https://x.com/YieldGuild
 
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

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 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
 
Gabby Dizon's Twitter:
https://x.com/gabusch
YGG Twitter:
https://x.com/YieldGuild
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

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

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

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