Podcast terbaik Cryptothesis (2024)

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AI Memecoin $GOAT hits $800M+ in 2 weeks - Roundtable with Taiki Maeda 50:05

18d ago50:05

50:05

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 - Pro…

1
Why 2025 Is the Year of Memecoins - Murad Mahmudov 58:52

26d ago58:52

58:52

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! Ho…

1
How to Find Generational Winners in Crypto - Kyle Samani | On a Tangent #3 1:08:20

1M ago1:08:20

1:08:20

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 @m…

1
Why We're Bullish on GEODNET w/ Mike Horton, Ep 262 42:53

1M ago42:53

42:53

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…

1
Are People in Crypto Making Money? Alpha from Token2049 - Blockcrunch Roundtable 015 53:45

2M ago53:45

53:45

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 l…

1
The Most Expensive Question in Crypto: Building the Endgame L1 - Blockcrunch RT 014, Feat. MegaETH 1:04:15

2M ago1:04:15

1:04:15

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 muc…

1
What Are AI Agents and How They Affect Crypto - Sishir Varghese, Spectral, Ep. 261 48:52

2M ago48:52

48:52

Today Jason is joined by Spectral's Co-Founder & CEO, Sishir Varghese to discuss the Onchain Agent Economy and the future of machine intelligence networks aiding autonomous onchain agents . In this episode they discuss: AI/LLM integration abstractions Revenue-generating agents Competitive market dynamics: The Agent App Store Agent transparency A li…

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Why Investors Are Not Funding Apps - Blockcrunch Roundtable 013 51:01

3M ago51:01

51:01

We're back with another Roundtable episode! Today Jason and Sanat discuss: Apps: the changing user onboarding landscape App vs Infra investment flows Fee taking business model vs token value accrual Regulation: incentive alignment And much more! Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing …

1
The No BS Guide to Crypto AI with Prodia - Shawn Wilkinson, Prodia, Ep. 260 56:24

3M ago56:24

56:24

Today Jason is joined by Prodia Co-Founder & CEO, Shawn Wilkinson to discuss the future of AI x Crypto and decentralized compute. In this episode they discuss: The foundations for Prodia Why now is the time for DePIN Decentralized node use-cases Training vs decentralization Web3 compute network scepticisms Will Prodia launch a token? And much more!…

1
On a Tangent #2: How We Survive Bull and Bear Markets in Crypto - Darryl Wang and Jason Choi 1:00:41

3M ago1:00:41

1:00:41

Welcome to 'On a Tangent' episode 2 , a special segment of Blockcrunch! Jason and Darryl, prop investors at Tangent, sit down to discuss: H1 2024 review How to develop edge as an investor Bull/bear inflection analysis How to conduct conviction reviews ETH ETF post-launch Verticals Jason & Darryl's early days in crypto And much, much more Host: Jaso…

1
AI is NEAR: Why AI OG Wants to Build a Blockchain for AI - Illia Polosukhin, NEAR Protocol, Ep. 259 53:32

4M ago53:32

53:32

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. -- Timestamps…

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On a Tangent #1: How We 4x'd Our Portfolio in the First Year - Darryl Wang and Jason Choi 1:44:15

4M ago1:44:15

1:44:15

Welcome to 'On a Tangent' episode 1 , a special segment of Blockcrunch! Jason and Darryl, prop investors at 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…

1
How Crypto Investors Think About Bear Markets - Blockcrunch Roundtable 012 55:58

4M ago55:58

55:58

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 w…

1
Why Arch Network is the Future for Bitcoin dApps - Matt & Amine, Arch Network, Ep. 258 43:54

5M ago43:54

43:54

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…

1
How We're Playing the ETH ETF - Blockcrunch Roundtable 011 50:58

5M ago50:58

50:58

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 E…

1
YGG is Building the First Guild Protocol - Gabby Dizon, Ep. 257 41:38

5M ago41:38

41:38

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 Guil…

1
The Upcoming SocialFi Wave in Crypto - Blockcrunch Roundtable 010 49:59

6M ago49:59

49:59

In today's Roundtable Jason and Sanat discuss Social Apps! They kick things off with a review of friend.tech's Airdrop, before defining ‘Web3 Social’ and ‘SocialFi’. The two then take a look at Farcaster's DAU growth, 'Stealcam', and the value-transfer in Social Apps. The two then discuss fantasy.top, Social Apps monetization, the explosion of pump…

Podcast Berbaloi untuk Didengar

Podcast Cryptothesis

Podcast Berbaloi untuk Didengar

1
The Blockcrunch Podcast

Jason Choi

1
AI Memecoin $GOAT hits $800M+ in 2 weeks - Roundtable with Taiki Maeda 50:05

1
Why 2025 Is the Year of Memecoins - Murad Mahmudov 58:52

1
How to Find Generational Winners in Crypto - Kyle Samani | On a Tangent #3 1:08:20

1
Why We're Bullish on GEODNET w/ Mike Horton, Ep 262 42:53

1
Are People in Crypto Making Money? Alpha from Token2049 - Blockcrunch Roundtable 015 53:45

1
The Most Expensive Question in Crypto: Building the Endgame L1 - Blockcrunch RT 014, Feat. MegaETH 1:04:15

1
What Are AI Agents and How They Affect Crypto - Sishir Varghese, Spectral, Ep. 261 48:52

1
Why Investors Are Not Funding Apps - Blockcrunch Roundtable 013 51:01

1
The No BS Guide to Crypto AI with Prodia - Shawn Wilkinson, Prodia, Ep. 260 56:24

1
On a Tangent #2: How We Survive Bull and Bear Markets in Crypto - Darryl Wang and Jason Choi 1:00:41

1
AI is NEAR: Why AI OG Wants to Build a Blockchain for AI - Illia Polosukhin, NEAR Protocol, Ep. 259 53:32

1
On a Tangent #1: How We 4x'd Our Portfolio in the First Year - Darryl Wang and Jason Choi 1:44:15

1
How Crypto Investors Think About Bear Markets - Blockcrunch Roundtable 012 55:58

1
Why Arch Network is the Future for Bitcoin dApps - Matt & Amine, Arch Network, Ep. 258 43:54

1
How We're Playing the ETH ETF - Blockcrunch Roundtable 011 50:58

1
YGG is Building the First Guild Protocol - Gabby Dizon, Ep. 257 41:38

1
The Upcoming SocialFi Wave in Crypto - Blockcrunch Roundtable 010 49:59

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