101 episodes

The go-to podcast trusted by fund managers, founders and operators in crypto 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.

Not financial advice.

Blockcrunch: The Crypto Investor Podcast |Project Breakdowns| Founder Interviews Jason Choi

    • Business
    • 4.9 • 47 Ratings

The go-to podcast trusted by fund managers, founders and operators in crypto 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.

Not financial advice.

    The Crypto Big Short: How I Predicted the $50B Luna Collapse - Kevin Zhou, Galois Capital, Ep. 197

    The Crypto Big Short: How I Predicted the $50B Luna Collapse - Kevin Zhou, Galois Capital, Ep. 197

    Last week, $60B in value was wiped from crypto in a few days.
    Not many saw the collapse of Luna coming - even fewer had the guts to bet on it.
    Since the start of the year, Galois Capital has been openly calling out for the impending fall of Luna and endured the barrage of hate comments until 8th May 2022 - the day that Luna started death spiraling. Kevin Zhou from Galois Capital shares with us:
    Why he was convinced LUNA would implode How he timed his short trade The 4 high conviction trades Galois has taken How Terra Luna can recover - and why its current plan doesn't work Host: Jason Choi @mrjasonchoi . Not financial advice.
     
    ------------ Timestamps -------------
    (00:00:00) – Introduction
    (00:02:20) – Kevin's Thoughts After Luna's Crash
    (00:03:53) – Why Did Kevin Think Luna Would Collapse One Day
    (00:08:23) – Feasibility of Algorithmic Stable-Coins
    (00:16:44) – Shorting Luna or UST
    (00:23:06) – Pulling The Trigger On The Short
    (00:26:47) – Conviction On Bearish Luna Thesis and Past Plays
    (00:34:10) – Black Swan Event or Long Time Coming
    (00:40:47) – Thoughts on Terraform Lab's Proposals
    (00:54:47) – Replacing Do Kwon To Save Luna
    (00:56:31) – Projects That Could Also Death Spiral
     
    ----------- Sponsors -------------
    dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
     
    ----------- More Resources ---------
    Guest
    Galois Capital's Twitter: https://twitter.com/Galois_Capital
     
    Blockcrunch
    Blockcrunch VIP: https://blockcrunch.substack.com
    Blockcrunch Twitter: https://twitter.com/theBlockcrunch
    Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
     
    ------------ Disclosures -------------
    Disclaimer: The Blockcrunch Podcast is an educational podcast and newsletter for informational purposes only. The host invest in cryptoassets actively and may hold assets discussed in the newsletter or podcast. All content contained within this podcast is intended for educational purposes only and should not be construed as any form of financial advice. The Blockcrunch Podcast, its associates and affiliates are not liable for any decisions third parties choose to make.
     
     

    • 1 hr 2 min
    NFT trading reimagined? How to trade NFTs using AMM pools - 0xmons, Sudoswap, Ep. 196

    NFT trading reimagined? How to trade NFTs using AMM pools - 0xmons, Sudoswap, Ep. 196

    Opensea facilitated $14 billion transactions in 2021 and is the largest NFT trading platform. However, users often face platform liveness, high fees and collection censorship issues.
    What if there was a decentralized alternative that could disrupt Opensea, just like Uniswap did to centralized trading exchanges? This week, founder of Sudoswap, Owen shares with us:
    What is Sudoswap? How does Sudoswap’s trading design compare to other NFT platforms? How is Sudoswap going to incentivize usage? Host: Jason Choi @mrjasonchoi . Not financial advice.
     
    ------------ Timestamps -------------
    (00:00:00) – Introduction
    (00:01:07) – Owen's Background 
    (00:05:24) – Reason for Building NFT Trading Platform
    (00:06:51) – What is SudoSwap
    (00:09:44) – How does AMM Work for Trading NFTs
    (00:15:43) – Sudoswap’s AMM vs Other Existing NFT AMMs
    (00:22:36) – Sudoswap’s Benefits for Users
    (00:27:23) – User Incentivization Strategy & Sustainability
     
    ----------- Sponsors -------------
    dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange
     
    ----------- More Resources ---------
    Guest
    0xmons’ Twitter: https://twitter.com/0xmons
    Nomad's Twitter: https://twitter.com/sudoswap
    Nomad's Website: https://www.sudoswap.xyz/
     
    Blockcrunch
    Blockcrunch VIP: https://www.theblockcrunch.com/vip
    Blockcrunch Twitter: https://twitter.com/theBlockcrunch
    Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
     
    ------------ Disclosures -------------
    Disclaimer: The Blockcrunch Podcast is an educational podcast and newsletter for informational purposes only. The host invest in cryptoassets actively and may hold assets discussed in the newsletter or podcast. All content contained within this podcast is intended for educational purposes only and should not be construed as any form of financial advice. The Blockcrunch Podcast, its associates and affiliates are not liable for any decisions third parties choose to make.
     
     

    • 33 min
    Everything You Need to Know About Cross-chain Bridges in 2022 - Pranay Mohan, Nomad, Ep. 195

    Everything You Need to Know About Cross-chain Bridges in 2022 - Pranay Mohan, Nomad, Ep. 195

    Bridges are critical to a omni-chain future, but the recent bridge hacks totaling $1 billion lost in funds have struck fear in users and many are worried about the security of bridges.
    Can Nomad's security-focused bridge be the answer? Founder Pranay shares with us:
    Is there a difference between bridges
    and interoperability protocols? What is the interoperability trilemma? What are the different types of bridges available Why is Nomad potentially the safest? Host: Jason Choi @mrjasonchoi . Not financial advice.
     
    ------------ Timestamps -------------
    (00:00:00) – Introduction
    (00:01:38) – Pranay's Background
    (00:03:58) – 3 Overarching Types Of Interoperability Protocols
    (00:11:12) – Bridges vs Interoperability Protocols
    (00:19:03) – Recent Bridge Exploits
    (00:27:11) – Nomad's Optimistically Verified System
    (00:30:28) – Nomad's Latency Trade-Off For Security
    (00:39:29) – Current State Of Bridges And Competition
     
    ----------- Sponsors -------------
    CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
     
    ----------- More Resources ---------
    Guest
    Pranay's Twitter: https://twitter.com/pranaymohan
    Nomad's Twitter:https://twitter.com/nomadxyz_ 
    Nomad's Website:https://www.nomad.xyz/
     
    Blockcrunch
    Blockcrunch VIP: https://www.theblockcrunch.com/vip
    Blockcrunch Twitter: https://twitter.com/theBlockcrunch
    Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
     
    ------------ Disclosures -------------
    Disclaimer: The Blockcrunch Podcast is an educational podcast and newsletter for informational purposes only. The host invest in cryptoassets actively and may hold assets discussed in the newsletter or podcast. All content contained within this podcast is intended for educational purposes only and should not be construed as any form of financial advice. The Blockcrunch Podcast, its associates and affiliates are not liable for any decisions third parties choose to make.
     

    • 50 min
    Why This Fund is Investing $100M into NFTs - Andrew Steinwold, Sfermion, Ep. 194

    Why This Fund is Investing $100M into NFTs - Andrew Steinwold, Sfermion, Ep. 194

    Sfermion is NFT-focused fund with managing partners that were early investors of OpenSea
    Recently, they raised a $100m fund aimed at accelerating the emergence of an open, decentralized metaverse. In this episode, Founder Andrew Steinwold shares with us:
    What are the 4 NFT sub-markets and their different value-drivers How they analyze NFT-investments and Valuation Frameworks as a professional Which NFT vertical has the most potential Host: Jason Choi @mrjasonchoi . Not financial advice.


    ------------ Timestamps -------------


    (00:00:00) – Introduction
    (00:00:22) – Sfermion NFT Fund & Founder Andrew Steinwold
    (00:03:58) – Why Specifically NFTs & Why Is He Bullish on NFTs?
    (00:12:56) – Investing in NFT vertical
    (00:14:53) – 4 Sub-Markets of NFTs
    (00:17:11) – Case Study on Somnium Space & CryptoVoxels
    (00:22:35) – NFT Valuation Framework
    (00:29:00) – NFT Vertical With The Most Potential
    (00:36:12) – Metaverse & Competition Between Web 2 & Web 3
    (00:44:44) – NFT-Collateralized Loans


     
    ----------- Sponsors -------------
     
    CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
     
    ----------- More Resources ---------
     

    Guest


    Andrew Steinwold's Twitter: https://twitter.com/AndrewSteinwold
     
    Sfermion's Twitter: https://twitter.com/sfermion_
     
    Sfermion's Website: https://www.sfermion.io/




     
    Blockcrunch

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

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

    Blockcrunch VIP: https://www.theblockcrunch.com/vip


     
    ------------ 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

    • 49 min
    How NFTfi Brings DeFi to Bored Apes - Stephen Young, NFTfi founder, Ep. 193

    How NFTfi Brings DeFi to Bored Apes - Stephen Young, NFTfi founder, Ep. 193

    The total market-cap of NFT has hit $18 billion in 2022 - but most of these value are illiquid and NFTs sit idly in wallets.
    NFTFi (@NFTfi) unlocks the liquidity of these NFTs by allowing owners to take NFT-collateralized loans. Till date, they have facilitated $128 million over 7000 loans.
    In this episode, NFTFi co-founder, Steven Young shares with us:
    Why is unlocking NFT liquidity necessary and how can it help floor prices? What are the risks involved for lenders and borrowers? Why is NFTFi’s peer-to-peer model the most optimal for NFT-backed loans? Host: Jason Choi @mrjasonchoi . Not financial advice.


    ------------ Timestamps -------------
    (00:00:00) – Introduction
    (00:00:27) – Background of NFTfi’s Founders
    (00:04:17) – Beginning of NFTfi
    (00:06:53) – Projects eligible as collateral
    (00:08:15) – Different loan durations and common use-cases (00:14:30) – Liquidation on Loans
    (00:19:21) – NFTfi as an execution platform for Liquidity Provision DAOs
    (00:21:20) – Whitelisting criteria of NFT projects
    (00:24:50) – NFTfi’s competitors and different models
    (00:32:14) – Types of lenders and borrowers
    (00:36:27) – Future of NFTfi


    ----------- Sponsors -------------
    PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on https://paraswap.io/blockcrunch
    CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm


    ----------- More Resources ---------
    Guest
    Stephen Young's Twitter: https://twitter.com/stephen_yo?lang=en
    NFTFi's Website: https://www.nftfi.com/
    NFTFi's Discord: https://t.co/O9hrCgWiL7


    Blockcrunch
    Blockcrunch Twitter: https://twitter.com/theBlockcrunch
    Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
    Substack: https://jasonchoi.substack.com/


    ------------ 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

    • 40 min
    $1B in Bridge Hacks...Is the Future Still Multi-Chain? - Dmitriy Berenzon, 1kx, Ep. 192

    $1B in Bridge Hacks...Is the Future Still Multi-Chain? - Dmitriy Berenzon, 1kx, Ep. 192

    Bridges facilitate cross-chain asset communication and play an imperative role in a multi-chain future. However, the recent WormHole & Ronin Bridge hack that led to a total loss of close to $1 billion has caused fear in users and led them to wonder - is the future still multi-chain?
    In this episode, Dmitriy - Research Partner at 1kx shares with us:
    What are the different kinds of bridges out there and their trade-offs? Why is the future is multi-chain and what are the role of bridges? Why is he excited about DAOs? Other high conviction and contrarian views he has Host: Jason Choi @mrjasonchoi . Not financial advice.
    ------------ Timestamps -------------
    0:00 - Podcast Intro
    0:52 - Dmitriy's Background
    3:42 - High-level Overview of Bridges & Trade-Offs
    9:16 - Is Multi-Chain The Future
    12:55 - How to Evaluate Bridge to Use
    17:44 - Safer Bridge Models and Examples
    18:43 - Are Bridges "Tunnels" or Developer Platforms
    24:04 - Aggregation of Bridges like with DEXes
    27:55 - Bridges that Dmitriy is Bullish On
    30:00 - Why Dmitriy is Bullish on DAOs
    38:49 - Other High Conviction Thesis & Contrarian Views
    ------------ Sponsors -------------
    PARASWAP is the best place to trade your tokens and get the best price in DeFi today. Get started on https://paraswap.io/blockcrunch
    CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm
    ----------- More Resources -----------—
    Guest
    Dmitriy Berezon - https://twitter.com/dberenzon
    1kx - https://twitter.com/1kxnetwork
    Article on Bridges that Dmitriy wrote - https://twitter.com/dberenzon/status/1435636234211131393
    ------------ 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

    • 46 min

Customer Reviews

4.9 out of 5
47 Ratings

47 Ratings

GWeb999 ,

Interesting

I really enjoy Jason’s questions and appreciate how he finds quality guests and projects to interview. One of my favorite podcasts!

EricaBushwell ,

Informative and interesting!

Jason, host of the Blockcrunch podcast, highlights all aspects of crypto, investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

megan@podcastingyou ,

A Valuable Resource!

Jason does such a good job covering a variety of topics. The guests offer valuable insight as well. I would recommend this podcast to anyone looking to be inspired and informed!

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