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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.

Nov 24, 2020

dYdX wants to become the largest crypto exchange - period. Can DeFi challenge centralized exchange giants? 2 years since our first conversation, founder Antonio (@AntonioMJuliano) joins us to talk:

  • Why is dYdX focusing on perpetual swaps
  • Uniswap vs. dYdX vs. Synthetix
  • Building on Layer 2 vs. building on other...


Nov 17, 2020

Within a few years, USDC ballooned from an experiment to a $3 billion dollar phenomenon - but this is just the beginning. CEO and founder of Circle, Jeremy Allaire (@jerallaire) joins us in revealing:

  • His experience taking 2 tech companies public in the 90s 
  • How Circle grew USDC in the early days
  • US vs. Asia in the...


Nov 11, 2020

Can investors find alpha by looking at blockchain data? Companies have been built around the idea of aggregating onchain transaction data into investable insights - do they work? Host Jason Choi speaks with Brian and Dino from crypto analytics company, Santiment (@santimentfeed). We discuss:

  • What are the most reliable...


Nov 4, 2020

IDEX is taking a unique approach to scaling decentralized exchanges by combining centralized elements with non-custodial features. Can this work? We speak with founder Alex Wearn (@AlexWearn) on:

  • Uniswap vs. order book exchanges
  • Why dex's need to move to layer 2
  • Is some centralization ok for dex's?
  • Trust assumptions...


Oct 14, 2020

It's no news that DeFi needs to scale - but will it happen on layer 2, or will projects move to other layer 1s?

Serum's Sam Bankman-Fried (@SBF_Alameda) and Synthetix's Kain Warwick (@kaiynne) join us in discussing their opposite views on scaling

  • Serum vs. Synthetix 
  • Solana vs. Optimistic Rollups
  • Is Layer 2 enough to...