2024 Q1 Crypto Recap: What You Missed - Blockcrunch Roundtable 008
Release Date: 03/21/2024
The Last Episode
The Blockcrunch Podcast
Today Jason explains why now is the end for The Blockcrunch Podcast. In this episode: - Jason & Blockcrunch’s early days - Why the show is stopping - What’s next Thank you to you all. As fans of the show, we appreciate every view, listen, comment, like or any other interaction you have had with the show to help us grow and expand our reach. We've enjoyed every moment and hope you have too. Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does...
info_outline
What is DeSci? With Paul from BIO Protocol & Alex from VitaDAO
The Blockcrunch Podcast
Today Jason is exploring all things DeSci. In this episode Jason is joined by BIO Protocol's CEO & Co-founder Paul Kohlhaas, as well as VitaDAO's Co-lead Alex Mukhin. In this episode we discuss: What exactly is DeSci? What is VitaDAO? How is VitaDAO set to increase human longevity How does crypto solve medical research? Medical investment incentives What is VITA-FAST? How is development enforced What are the traditional medical investment dynamics? Is DeSci a hype cycle? What is pump.science & $RIF? DeSci's roadmap And much more! Host: Jason Choi @mrjasonchoi . Not financial advice....
info_outline
Is This Memecoin Mania?
The Blockcrunch Podcast
Today Jason and Sanat are back with another Roundtable! This time they’re discussing the memecoin hype and constant need for new narratives. In this episode we discuss: pump.fun live streaming feature Crypto cycles, market buyers, & onchain retail onboarding Cycle swings: utility vs memes Retail onboarding responsibilities The “narratives” wars Market flows: token supply The high float/high FDV debate continues... pump.fun winners, DeSci ai16z/Eliza And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private...
info_outline
Building A Billion Dollar App: A Cheat Sheet for Crypto Founders
The Blockcrunch Podcast
Today Jason is joined by Imran Khan, Core Contributor at Alliance, the leading crypto accelerator. In this episode we discuss: - Alliance’s early days - What to focus on with your App - Speculation vs skeuomorphic - Tips for Founders - Focusing on small problems first - Where to build: market research - Measuring success - Is chain focus important - Chain ideologies as pain point - Sustainable token offerings - Founder likability importance And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. --...
info_outline
AI Memecoin $GOAT hits $800M+ in 2 weeks - Roundtable with Taiki Maeda
The Blockcrunch Podcast
Today Jason is joined by Taiki Maeda, Founder of HFA Research to discuss AI crypto agents, with a deep dive on Terminal of Truths and $GOAT. In this episode we discuss: - Terminal of Truths, Infinite Backrooms, $GOAT - Finding $GOAT - Terminal of Truths wallet/$GOAT ownership - Are AI memecoins the Loot of this cycle? - Why $GOAT is different - Proof-of-AI - LUNA AI agent, GNON, + more - Milady/GNON analogy + liquid investing - VC FOMO & AI agent utility vs narrative - Cycle analogies - Taiki’s Alex Good interview:...
info_outline
Why 2025 Is the Year of Memecoins - Murad Mahmudov
The Blockcrunch Podcast
Today Jason is joined by Memecoin analyst Murad Mahmudov to discuss all things memecoins, including: Sound money vs meme coins Horseshoe theory: ideology exports Product vs price attention Memecoin nihilism Billion dollar market cap meme coins: blue chips Memcoin founder profile Celebrity coins/memecoins Murad’s memecoin selection And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a...
info_outline
How to Find Generational Winners in Crypto - Kyle Samani | On a Tangent #3
The Blockcrunch Podcast
Welcome to 'On a Tangent' episode 3 , a special segment of Blockcrunch! Jason and Darryl, prop investors at Tangent, sit down with Multicoin Capital Managing Partner Kyle Samani to discuss: Kyle's Breakpoint takeaways Solana thesis Why SOL will flip ETH Kyle's biggest investment losses Investing time horizons And much, much more Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for...
info_outline
Why We're Bullish on GEODNET w/ Mike Horton, Ep 262
The Blockcrunch Podcast
Today Jason is joined by GEODNET Project Creator, Mike Horton to discuss the fast evolving DePIN industry. In this episode Mike shares: * How and why they launched GEODNET * GPS refinement challenges & blockchain solutions * GEODNET node operators * GEODNET customer-profile * DePIN unit economics * Centralized vs decentralised geo-spatial solutions * Partnerships * Why they built on Polygon * Upcoming developments * And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor...
info_outline
Are People in Crypto Making Money? Alpha from Token2049 - Blockcrunch Roundtable 015
The Blockcrunch Podcast
Today Jason and Sanat sit down to share their takeaways from Token2049 and more! In this episode they discuss: * Firedancer * zkTLS * SocialFi * Crypto xAI * DePIN * Traders' sentiment * Hyperliquid * And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: (00:00) Introduction (06:48) Firedancer announcement (12:14)...
info_outline
The Most Expensive Question in Crypto: Building the Endgame L1 - Blockcrunch RT 014, Feat. MegaETH
The Blockcrunch Podcast
Today Jason is joined by MegaETH's Co-Founder, Shuyao Kong to discuss: * The L1 Endgame * Compatibility tradeoffs * Increased throughput tradeoffs: TPS * Centralized risks * Competing with Solana * Ethereum’s L2 ethos * MegaETH's Developer-acquisition strategy * Blockchain community/culture creation * L1’s opportunity to outcompete Solana * And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a...
info_outlineIn 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/
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