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

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Manage episode 408092305 series 2877599
Contenu fourni par Jason Choi. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jason Choi ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

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

  continue reading

114 episodes

Artwork
iconPartager
 
Manage episode 408092305 series 2877599
Contenu fourni par Jason Choi. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Jason Choi ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

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

  continue reading

114 episodes

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