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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.

Feb 25, 2021

I've been a vocal skeptic of NFTs as investments in the long term. To challenge my view, veteran crypto VC and ex-Coinbase early employee, Nick Tomaino (@NTMoney), joins us to debate:

  • How do you value digital collectibles?
  • The enforceability of moats in NFTs
  • Are NFTs in a bubble?
  • How large is the NFT opportunity?


Feb 18, 2021

Crypto is evolving rapidly as an asset class - analysts now have to wade through  terabytes of data to surface opportunities that may generate alpha. At the center of this is Dune Analytics, a community-driven data platform favored by crypto diehards.

Founder Frederik Haga (@hagaetc) joins us to discuss:

  • How do...


Feb 11, 2021

This week, I'm joined by the two young entrepreneurs behind Rari Capital, Jai Bhavnani (@jai_bhavnani) and Jack Lipstone (@JackLipstone), to talk all things DeFi and yield. We discuss:

  • What are the moats for yield aggregators?
  • Rari Capital's focus on UX and security
  • Strategies for retaining users in DeFi
  • The...


Feb 5, 2021

With DeFi ballooning into a $70B phenomenon, a lot of attention has turned to The Graph, an indexing protocol supporting the most popular DeFi projects. The Graph business lead Tegan Kline (@theklineventure) joins us in discussing:

  • What is an "indexing protocol"?
  • Why is The Graph the most used project in crypto
  • What...


Jan 28, 2021

When will institutions get excited about crypto beyond Bitcoin? Richard Galvin (@richwgalvin), founder of Sydney-based Digital Asset Capital Management, a top-performing fund in the past few years, join us to share his take as a former trad-fi investor turned crypto fund manager:

  • Why "composable yield" will drive...