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Weekly deep dives on the most important projects, investment theses and themes in crypto, for globally minded investors. 

Learn from developers and investors at the forefront of crypto from Asia, US, and beyond with investor and host Jason Choi (@mrjasonchoi). Not financial advice.

Jan 28, 2020

A very special interview with Kelvin Koh (@SpartanBlack_1), former Partner at Goldman Sachs, current CIO at crypto hedge fund Spartan Capital and someone whom I've learnt a lot from in the past 1.5 years. We discuss:

  • Is there diversification in crypto? (11:33)
  • The risk of shorting cryptoassets (12:20)
  • Thoughts on...


Jan 21, 2020

Stephan Livera (@stephanlivera), Bitcoin maximalist, Austrian economist and founder of Ministry of Nodes & Stephan Livera Podcast, shares his views on crypto and Bitcoin's economic underpinnings. We discuss:

  • Austrian Economics 101
  • Improving vs. disrupting central banks
  • Does BTC adoption require a paradigm shift in...


Jan 14, 2020

Chris McCann (@mccannatron), formerly of Greylock, founded Proof of Capital to invest in crypto products with real adoption. In this special interview, we discuss:

  • Why PoC hasn't funded protocols
  • Why haven't remittances taken off for crypto?
  • Founder-product fit, product-market fit
  • Calculating TAM for new markets
  • Exit...


Jan 8, 2020

Jake Brukhman is always a few steps ahead of the crypto world.

The founder of the first VC fund in crypto (CoinFund) joins me in kicking off 2020 with his contrarian theses:

  • Why app chains make sense despite Ethereum's moat
  • Why DeFi isn't a sign of mainstream adoption
  • Why apps accrue value, not protocols
  • Why crypto art...