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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, 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...


Jan 20, 2021

In Part 2 of our discussion about algorithmic stablecoins, we are joined once again by Mechanism Capital analyst Ben Simon(@benjaminsimon97) to break down:

  • Why some current algo stablecoins do not work
  • Projects in the vertical that Ben is bullish on  
  • The investment opportunity for algo coins 

Jason Choi...


Jan 13, 2021

Algorithmic stablecoins like Ampleforth, Basis Cash, Empty Set Dollar and Frax are all the rage...but do these ostensible "ponzi" games have have any lasting value? In Part 1 of our 2 part series, Mechanism Capital analyst Ben Simon(@benjaminsimon97) joins us in discussing:

  • The economic origins of algorithmic...


Jan 7, 2021

0x Protocol is one of the earliest decentralized exchange protocols. With more competition, increasing regulatory scrutiny and billions more in value in DeFi, we revisit the project after 2 years with Head of Growth Clay Robbins (@crabbylions):

  • How does 0x compete with new decentralized exchanges?
  • Will FinCEN's KYC...


Jan 5, 2021

With Coinbase filing to go public, crypto exchanges have hit an inflection point. Amid increasing regulatory scrutiny and institutional interest, what will it take to win the exchange game? Bittrex Global's COO Stephen Stonberg joins us to discuss:

  • Why the "Amazon Moment" for Crypto exchanges is now
  • Why compliant...