100 episodes

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.

The Blockcrunch Podcast Jason Choi

    • Business
    • 4.9 • 46 Ratings

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.

    Why Top Investors Are Excited About DePIN - Mahesh from EV3, Ep. 253

    Why Top Investors Are Excited About DePIN - Mahesh from EV3, Ep. 253

    Today Jason is joined by Mahesh Ramakrishnan, Seed Investor at Escape Velocity (EV3). Today Mahesh joins us to discuss all things DePIN. The conversation begins with an overview on the DePIN category and why EV3 has chosen to focus it's attention here. The two then go on to review how the labour market may change as a result of DePIN developments, DePIN's unit economics, bandwidth vs compute providers, as well as EV3's North Star, and 2024's leading DePIN projects. This is not one to miss as we breakdown the past, present, and future of decentralized physical infrastructure—enjoy!
     
    Host: Jason Choi @mrjasonchoi . Not financial advice.
     
    Timestamps:
    (00:00) Introduction
    (02:19) Why EV3 focuses on DePIN
    (05:34) DePIN’s developments
    (11:22) The future of UBI & DePIN node operators
    (13:38) DePIN categories 
    (20:22) DePIN network unit economics 
    (30:15) Bandwidth vs compute providers 
    (33:25) EV3’s DePIN market research approach
    (36:37) EV3’s North Star
    (40:40) 2024’s leading DePIN projects
    (44:29) DePIN’s marketshare 
    (48:20) Outro
     
    Twitter accounts:
    Jason Choi’s Twitter:  
    https://twitter.com/mrjasonchoi
    Mahesh Ramakrishnan's Twitter:  
    https://twitter.com/moneromahesh
     
    Episode content links:
    https://depin.ninja/
     
     
    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

    • 49 min
    2024 Q1 Crypto Recap: What You Missed - Blockcrunch Roundtable 008

    2024 Q1 Crypto Recap: What You Missed - Blockcrunch Roundtable 008

    In today’s Roundtable, Jason and Sanat take a moment to assess what has happened in Q1 2024. They kick things off by discussing new BTC ATH's and what this means for liquidity flows and meme coins. As a result, the two turn to venture opportunities this cycle, given the meme activity in recent months. Jason and Sanat then go on to discuss the Jupiter Airdrop, the future of L1s, EigenLayer's $100M raise from a16z, as well as a review on Ethena as the most dominant rev-gen application in crypto right now, and much more — enjoy!
    Host: Jason Choi @mrjasonchoi . Not financial advice.
     
    Timestamps:
    (00:00) Introduction
    (02:01) ETH Denver recap
    (04:16) BTC ATH review
    (11:47) Liquidity flows & meme coins
    (18:36) 2024 cycle venture investing
    (20:31) $JUP: Jupiter Airdrop
    (26:21) The future of L1s
    (30:52) EigenLayer: a16z $100M raise
    (36:52) Ethena: the biggest rev-driving application in crypto
    (39:35) Maker Endgame
    (42:50) BTC L2s
    (47:57) Uniswap fee switch update
    (52:13) 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
     

    • 53 min
    Is BRC Over in 2024? - Blockcrunch Roundtable 007 feat. Catrina from Portal Ventures

    Is BRC Over in 2024? - Blockcrunch Roundtable 007 feat. Catrina from Portal Ventures

    In today’s Roundtable, Jason and Sanat are joined by Catrina Wang of Portal Ventures. Catrina has written one of the most comprehensive breakdowns of the BTC/BRC thesis to-date. At the time of recording (02/22/24) Bitcoin just broke $50,000, however what’s new this cycle is the BRC phenomenon. Today, BRC’s are at a $3 billion market cap and now more than ever, there’s a rekindled interest in BTC L2s. 
    In this episode Catrina discusses her thesis in detail, as it relates to BRC reactions, intended target market, adoption strategy, WBTC, BTC L2 vs BitVM, Layer 1 programmability, The Panda Renaissance and much more! Press play now.
     
    Host: Jason Choi @mrjasonchoi . Not financial advice.
     
    Timestamps:
    (00:00) Introduction
    (02:31) Catrina’s BTC Thesis
    (07:29) Initial BRC reactions
    (09:06) Ordinals & programmability demand 
    (12:24) BRC target market
    (15:11) How to achieve BRC adoption 
    (21:30) How much of the BRC/BTC market is not addressed by WBTC
    (23:54) BTC L2 vs BitVM
    (33:15) Centralized L2 trust vs security conscious BRC users
    (35:21) What is the additional catalyst for BRC scalability?
    (40:00) Liquidity: building programmability on Layer 1
    (41:00) The Panda Renaissance Thesis
    (45:58) Outro
     
    Twitter accounts:
    Jason Choi’s Twitter:
    https://twitter.com/mrjasonchoi
     
    Sanat Kapur’s Twitter:
    https://twitter.com/kapursanat
     
    Catrina Wang’s Twitter:
    https://twitter.com/dotcuriouscat
     
    Catrina Wang’s BTC Thesis:  
    https://blockcrunch.substack.com/p/a-bitcoin-thesis-the-panda-renaissance
     
    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
     

    • 47 min
    Eigenlayer: Everything You Need to Know in 2024 - Sreeram Kannan, Ep. 253

    Eigenlayer: Everything You Need to Know in 2024 - Sreeram Kannan, Ep. 253

    Today Jason is joined by none other than EigenLayer Founder, Sreeram Kannan. Sreeram kicks things off by sharing the founding story of EigenLayer and how Sreeram and the team thought about EigenLayer's value proposition. Jason then digs into the details; what are EigenLayer's Actively Validates Services (AVS)? Are there security assumptions related to slashing? What are the centralisation considerations for EigenLayer? What are the commercial incentives for builders? And much, much more. Enjoy the conversation and please share and like — it goes a long way.
     
    Host: Jason Choi @mrjasonchoi . Not financial advice.
     
    Timestamps:
    (00:00) Introduction
    (01:29) EigenLayor’s backstory & Sreeram’s early start
    (11:05) EigenLayer’s proposition
    (14:54) EigenLayer’s AVS: Actively Validated Services
    (19:56) Slashing & security assumptions
    (29:40) EigenLayer’s centralisation considerations
    (34:30) Commercial incentives
    (42:37) Long term incentives: coprocessor & intelligent DeFi
    (46:40) Best vs worst case for the future of EigenLayer
    (57:30) Outro
     
    Twitter accounts:
    Jason Choi’s Twitter:  
    https://twitter.com/mrjasonchoi
    Sreeram Kannan Twitter:  
    https://twitter.com/sreeramkannan
     
    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

    • 52 min
    Airdrops Are Poison for Crypto - Blockcrunch Roundtable 006

    Airdrops Are Poison for Crypto - Blockcrunch Roundtable 006

    In today’s Roundtable 006 episode Jason and Sanat discuss all things Airdrops. They start by reviewing the history of Airdrops, among the most successful releases, before diving deep on trying to objectively evaluate Airdrops and their utility;  are they a good way for retail investors to make money, for founders to grow their projects and whether or not it’s financially sound strategy and business decision. Jason and Sanat dive deep on the data, reviewing on-chain activity and historic examples — this is not one to miss, enjoy
     
    Host: Jason Choi @mrjasonchoi . Not financial advice.
     
    Timestamps:
    (00:00) Introduction
    (03:10) Historic tier-1 Airdrops
    (11:45) Fiat raises vs Airdrops
    (18:05) Airdrop customer-acquisition-cost analysis
    (33:32) LayerZero Airdrop speculation
    (41:50) Gamification of points vs Airdrops
    (46:12) Whales Market points market
    (48:48) Points as user retention mechanic critique
    (52:40) Celestia Airdrop: crypto native user reward strategy
    (53:40) Points program scrutiny continued
    (57:30) Outro
     
    Hosts:
    Jason Choi’s Twitter:  
     / mrjasonchoi  
    Sanat Kapur’s Twitter:  
     / kapursanat  
     
    Watch the episode on Youtube:
    https://rb.gy/xkff5h
    Blockcrunch VIP:
    https://blockcrunch.substack.com/
    Blockcrunch Twitter:  
     / 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

    • 59 min
    Is ETH Uninvestable? The ETH Disaggregation Thesis - Blockcrunch Roundtable 005 feat. Yuan from Blockchain Capital

    Is ETH Uninvestable? The ETH Disaggregation Thesis - Blockcrunch Roundtable 005 feat. Yuan from Blockchain Capital

    In today’s Roundtable 005 episode Jason and Sanat are joined by Blockchain Capital’s Principle, Yuan Han Li, where the three discuss ETH value accrual, ETH’s money utility, before diving deep on infrastructure mechanics and Jason’s changing views on ETH. As well as much, much more — enjoy!
     
    Host: Jason Choi @mrjasonchoi . Not financial advice.
     
    Timestamps:
    (00:00) Introduction
    (01:27) Disagreggation of ETH Value Accrual
    (16:20) $ETH as money
    (27:40) Modularity conviction
    (33:11) Fees as behaviour incentive
    (42:16) Off-chain cryptography as Proofs
    (50:02) Jason’s changing view on ETH
    (51:10) Outro
     
    More Resources:
    Hosts
    Jason Choi’s Twitter:  
     / mrjasonchoi  
    Sanat Kapur’s Twitter:  
     / kapursanat  
    Yuan's Twitter:
    / yuan_han_li
     
    Watch the episode on Youtube:
    https://rb.gy/yki70a
    Blockcrunch
    Blockcrunch VIP: https://blockcrunch.substack.com/
    Blockcrunch Twitter:  
     / 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

    • 51 min

Customer Reviews

4.9 out of 5
46 Ratings

46 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!

WarcM ,

Best in crypto for those who wish to learn

Jason understands the industry better than any other podcaster in the space because as a non-engineer he sees the full picture, but still smart enough to dig into the nuance.

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