The Blockcrunch Podcast Jason Choi

The crypto markets are showing signs of revival. With the recent resolution of Binance's case alleviating market uncertainty, investors are looking forward to 2024 with optimism.


More importantly, what tokens are worth looking at across the various crypto verticals? Jason and Sanat shares their list with viewers this week:


In episode 3 of Blockcrunch Roundtable, Jason & Sanat discusses:
Why resolution of Binance’s case is good for the markets
Top picks for different verticals heading into 2024
Host: Jason Choi @mrjasonchoi . Not financial advice.



Timestamps:
(00:00:00) – Episode Introduction
(00:02:03) – Impacts of Binance’s fine & CZ’s “retirement”
(00:05:33) – Blur & their L2, Blast
(00:12:06) – Betting on L2s via DA layers
(00:21:16) – Alternative L1s to Ethereum
(00:25:25) – What’s next for DeFi
(00:31:30) – The revival of Web 3 gaming scene
(00:38:30) – Other side of real-world assets; DePINS
(00:43:18) – New contender in the Oracle vertical
(00:47:03) – Retail favourite; Meme Coins
 
More Resources:
Hosts
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter: https://twitter.com/kapursanat
 
Blockcrunch
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
 

Exploring history offers valuable lessons, enabling us to sidestep past errors and identify markers of excellence. These insights are particularly beneficial in the realm of investing, where understanding historical trends and outcomes can inform smarter, more strategic decisions


In episode 2 of Blockcrunch Roundtable, Jason & Sanat discusses:
3 verticals that showed promise but ultimately failed to gain traction
3 emerging verticals with the potential for significant success


Host: Jason Choi @mrjasonchoi . Not financial advice.



Timestamps:
(00:00:00) – Episode Introduction
(00:03:18) – What Web 3 apps make sense?
(00:06:45) – Will Metamask remain the No. 1 wallet?
(00:13:30) – Why prediction markets never really took off
(00:20:48) – How to invest in DAOs and their tooling
(00:30:11) – Can re-staking take off?
(00:36:05) – Case for and against DePINS
(00:43:33) – Decentralized social and Friend.Tech
(00:53:23) – 1 vertical to never invest, & 1 to spend most time on



More Resources:
Hosts
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter: https://twitter.com/kapursanat


Blockcrunch
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 trading volume of NFTs has markedly decreased since the previous bull market, with a recent figure of merely $37 million per week, a sum that constitutes less than 1% of Bitcoin's daily trading volume. This downturn begs the question: are NFTs facing extinction, or is there potential for resurgence?
Joining us today is Tieshun, widely recognized as Pacman on Twitter and notably the founder of Blur, the singular NFT marketplace that triumphed over Opensea to talk about:
Why NFTs are not dead
How Blur successfully dethroned OpenSea
Outlook for the NFT market and Blur


Host: Jason Choi @mrjasonchoi . Not financial advice.



Timestamps:
(00:00:00) – Episode Introduction
(00:01:33) – Pacman’s Web 3 journey
(00:07:31) – How to revive the NFT markets
(00:12:39) – User behaviour in bull vs bear market
(00:14:52) – How Blur dethroned OpenSea
(00:19:59) – Sustainability of Blur’s incentive program 
(00:27:33) – Key KPIs that matters
(00:35:53) – Blur’s stance on royalties
(00:42:34) – Blur’s future plans
 
More Resources:
Guest
Pacman’s Twitter: https://twitter.com/PacmanBlur
Blur’s Twitter: https://twitter.com/blur_io



Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
 
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
 

We’re back with a brand new series - Blockcrunch RoundTable! In this new format, Jason is joined by Sanat, an Investor at Dragonfly to discuss all things crypto - from latest market developments, their investment experiences and future outlooks


For this episode, they discussed the top 5 wildest crypto ideas that were funded, and dived into:
Why they are considered wild
Their thoughts on what went wrong and right
Things to look out for in the future


Host: Jason Choi @mrjasonchoi . Not financial advice.


Timestamps:
(00:00:00) – Episode Introduction
(00:04:00) – Yuga Labs’ $450 million raise
(00:016:52) – Worldcoin: One of the most controversial crypto project
(00:32:54) – Praxis: Building a real-world city
(00:46:20) – Olympus DAO: Crypto-native reserve currency
(00:57:15) – BreederDAO: Guild for P2E games



More Resources:
Hosts
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
Sanat Kapur’s Twitter: https://twitter.com/kapursanat



Blockcrunch
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
 

Over the past 5 years, Blockcrunch has been a beacon for the Web 3 community. As we evolve, we're thrilled to announce an upcoming rebrand. Stay tuned for details on our renewed commitment to serving our audience even better!
But before we embark on this new journey, we’re celebrating the legacy of our current show. This week, join us as we host Darryl Wang, Co-Founder of Tangent - the angel collective co-founded by our very own Jason - to discuss:
Bull and bear case for the next 12 months
Biggest lessons learnt in investing
2 bold predictions for the next crypto cycle
Investing in meme coins



Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to Tangent 
(00:04:10) – Darryl’s entry into Web 3
(00:05:51) – Bullish case for next 12 months
(00:12:04) – Bearish case for next 12 months
(00:15:51) – Consensus ideas that turned out wrong
(00:21:06) – Bringing treasury yields onchain via Maker
(00:24:40) – Is there need for more chains
(00:34:18) – Most hated coin that can do well next cycle
(00:38:08) – Wrapping heads around meme coins
(00:43:24) – Native yield-generating stablecoin
(00:49:31) – Bold prediction for the next cycle



Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
 
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
 
Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm



More Resources:
Guest
Darryl Wang’s Twitter: https://twitter.com/0xWangarian
Tangent’s Twitter: https://twitter.com/tangent_xyz



Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
 
 
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
 

Superscrypt is an early-stage web3 company seeded by Temasek, a globally recognized investment powerhouse headquartered in Singapore. Recognizing the immense potential of the decentralized digital landscape, Superscrypt focus exclusively on the next generation of internet technologies. 


Today, we have Jacob Ko, Partner at Superscrypt to share with us: 
Contrasting investment philosophies between the West and Asia
Verticals Superscrypt is excited about
Convincing & onboarding non-Web 3 users
Singapore vs HongKong’s Web 3 scene


Host: Jason Choi @mrjasonchoi . Not financial advice.



Timestamps:
(00:00:00) – Introduction to Superscrypt
(00:02:55) – Temasek & Jacob’s transition into Web 3
(00:09:42) – Western vs Asian investing focus
(00:12:01) – Superscrypt’s investment in social & creator economy
(00:16:18) – Discussion on blockchain wallets
(00:23:21) – Convincing non-Web 3 users
(00:30:15) – Handling security in Web 3
(00:33:14) – Singapore vs HongKong’s Web 3 scene



Sponsor message:
Filecoin is enabling open services for data, built on top of IPFS.
 
Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.
 
Read the full 30-page report on the future of Filecoin written by Blockcrunch over here: https://bit.ly/41gLdUm



More Resources:
Guest
Superscrypt’s Twitter:https://twitter.com/superscrypt
Jacob Ko’s Twitter: https://twitter.com/jacobkxyz
 
Blockcrunch
Blockcrunch VIP: https://blockcrunch.substack.com/
Blockcrunch Twitter: https://twitter.com/theBlockcrunch
Jason Choi’s Twitter: https://twitter.com/mrjasonchoi
 
 
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