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المحتوى المقدم من Jason Choi. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Jason Choi أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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On a Tangent #2: How We Survive Bull and Bear Markets in Crypto - Darryl Wang and Jason Choi

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Manage episode 433103005 series 2501633
المحتوى المقدم من Jason Choi. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Jason Choi أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Welcome to 'On a Tangent' episode 2 , a special segment of Blockcrunch!

Jason and Darryl, prop investors at Tangent, sit down to discuss:

  • H1 2024 review
  • How to develop edge as an investor
  • Bull/bear inflection analysis
  • How to conduct conviction reviews
  • ETH ETF post-launch
  • Verticals
  • Jason & Darryl's early days in crypto

And much, much more

Host: Jason Choi @mrjasonchoi . Not financial advice.

--

Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.

--

Timestamps:

(01:14) Introduction

(03:04) Tangent: H1 2024 review

(05:24) Developing edge as an investor

(14:42) Bull/Bear inflections

(31:37) Reassessing convictions

(34:27) ETH ETF review

(37:42) Cycle patterns

(43:05) Verticals

(46:00) Crypto x AI

(53:51) Jason & Darryl’s start in crypto

(56:30) Diversification vs concentration

(59:43) Outro

--

Twitter accounts:

Jason Choi’s Twitter:

https://twitter.com/mrjasonchoi

Darryl Wang's Twitter:

https://x.com/0xWangarian

Blockcrunch Twitter:

https://twitter.com/theBlockcrunch

--

Partner message:

Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.

Find out more at https://aptosfoundation.org/

--

Blockcrunch VIP:

https://blockcrunch.substack.com/

--

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

165 حلقات

Artwork
iconمشاركة
 
Manage episode 433103005 series 2501633
المحتوى المقدم من Jason Choi. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Jason Choi أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Welcome to 'On a Tangent' episode 2 , a special segment of Blockcrunch!

Jason and Darryl, prop investors at Tangent, sit down to discuss:

  • H1 2024 review
  • How to develop edge as an investor
  • Bull/bear inflection analysis
  • How to conduct conviction reviews
  • ETH ETF post-launch
  • Verticals
  • Jason & Darryl's early days in crypto

And much, much more

Host: Jason Choi @mrjasonchoi . Not financial advice.

--

Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.

--

Timestamps:

(01:14) Introduction

(03:04) Tangent: H1 2024 review

(05:24) Developing edge as an investor

(14:42) Bull/Bear inflections

(31:37) Reassessing convictions

(34:27) ETH ETF review

(37:42) Cycle patterns

(43:05) Verticals

(46:00) Crypto x AI

(53:51) Jason & Darryl’s start in crypto

(56:30) Diversification vs concentration

(59:43) Outro

--

Twitter accounts:

Jason Choi’s Twitter:

https://twitter.com/mrjasonchoi

Darryl Wang's Twitter:

https://x.com/0xWangarian

Blockcrunch Twitter:

https://twitter.com/theBlockcrunch

--

Partner message:

Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.

Find out more at https://aptosfoundation.org/

--

Blockcrunch VIP:

https://blockcrunch.substack.com/

--

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

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