The Blockcrunch Podcast Jason Choi

Today Jason is joined by NEAR Protocol Co-Founder, Illia Polosukhin to discuss the future of AI and blockchain technology. In this episode they discuss:
The early days of NEAR AI x Crypto verticals User-AI NEAR's AI R&D lab Why NEAR is well positioned for AI x Crypto And much more! Host: Jason Choi @mrjasonchoi . Not financial advice.
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Timestamps:
(00:00) Introduction
(12:00) NEAR Protocol early days
(16:06) Crypto/AI verticals
(22:27) User-AI is NEAR & AI concerns
(29:58) User-owned AI business model
(34:40) NEAR AI R&D lab
(41:58) Chain abstraction
(46:15) Why is NEAR positioned for AI?
(49:27) NEAR’s H2 2024 roadmap
(52:20) Outro
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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/
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Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Illia Polosukhin's Twitter:
https://twitter.com/kapursanat
NEAR Protocol's Twitter:
https://x.com/NEARProtocol
Blockcrunch Twitter:  
https://twitter.com/theBlockcrunch
YGG Twitter:
https://x.com/YieldGuild
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Blockcrunch VIP:
 https://blockcrunch.substack.com/
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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 1 , a special segment of Blockcrunch!
Jason and Darryl, the co-founders of prop crypto fund Tangent, sit down to discuss:
- How Tangent began
- Tangent’s investment strategies that led to top percentile returns since inception
- Biggest wins and losses
- Trading vs venture investing
- How to succeed as an Analyst
And much, much more
Host: Jason Choi @mrjasonchoi . Not financial advice.
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Timestamps:
(00:00) Introduction
(01:19) What is Tangent Ventures?
(08:22) What is an ‘evergreen fund’
(10:09) Angel, Venture, LP, and Liquid investing
(10:00) Employee-owned
(13:59) Crypto investment categories
(16:00) NFT investing strategy
(18:30) Coordination networks
(21:02) Tangent’s thesis categorization
(21:54) Tangent’s big wins
(27:10) Trading vs venture execution
(29:49) Stacks: Bitcoin L2 & Ronin: Web3 Gaming
(35:38) ETH/BTC
(40:46) Investing mistakes
(47:15) Investment process & team structure
(1:03:03) ETH ETF implications
(1:10:15) BTC thesis
(1:14:19) Arweave thesis
(1:21:20) Q&A
(1:31:34) Darryl’s biggest lose in crypto
(1:33:27) Succeeding as an Analyst
(1:38:20) Continuing to learn
(1:43:12) Outro
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Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
 
Darryl Wang's Twitter:
https://x.com/0xWangarian
 
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 discuss bear markets. Jason kicks things off with an explanation of his bear market framework. The two then review token creation vs token value in the current cycle, defining a 'bear market', as well as investment time horizons. Jason and Sanat also review the Major vs Alts debate, how to weather down cycles, as well as sharing bear market horror stories. The two close with a discussion around bull cycle signals and how to assess a possible re-entry—enjoy!
Host: Jason Choi @mrjasonchoi . Not financial advice.
 
Timestamps:
(00:00) Introduction
(05:12) Jason’s bear market framework
(13:16) Token creation vs token value
(14:48) ‘Bear market’ definition
(23:53) Time horizons
(31:52) pump.fun
(33:19) Majors vs alts
(41:48) Short vs longterm convictions
(42:26) Bear market stories
(44:10) Weathering down cycles
(48:33) Bull signals
(50:34) When to re-enter
(55:02) 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
Blockcrunch Twitter:  
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 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