The Chopping Block: 2021 in Crypto: The Biggest Winners, Biggest Losers, and Best Memes
Welcome to the inaugural episode of The Chopping Block, a new show on Unchained hosted by Haseeb Qureshi, Robert Leshner, Tom Schmidt, and Tarun Chitra, in which they discuss the latest juicy topics in crypto. This week, the four crypto heavyweights take a look back at 2021. Show topics:
Biggest winners and losers
Best mechanism
Biggest surprise
Best meme
Predictions for 2022
Without revealing too much, Haseeb, Robert, Tom, and Tarun cover a lot of ground, diving into “esoteric” subjects like Luna tokenomics, the Tezos NFT marketplace HEN, the origins of web3, the Grayscale arbitrage opportunity, OHM, Convex Finance, single-basis point liquidity pools on Uniswap, and Empty Set Dollar. They also tackle more popular topics like BTC, Dogecoin, NFT marketplaces, L1s, and more.
Episode Links
Hosts
Haseeb Qureshi, managing partner at Dragonfly Capital
https://twitter.com/hosseeb
Tom Schmidt, general partner at Dragonfly Capital
https://twitter.com/tomhschmidt
Robert Leshner, managing partner at Robot Ventures
https://twitter.com/rleshner
Tarun Chitra, managing partner at Robot Ventures
https://twitter.com/tarunchitra
Biggest Winners:
L1 performance in 2021: https://www.theblockcrypto.com/post/128603/in-2021-l1-blockchains-took-the-spotlight-thanks-to-defi
Coinbase IPO: https://unchainedpodcast.com/is-coinbase-stock-a-good-buy-this-analyst-says-yes/
Solana: https://www.notboring.co/p/solana-summer
OpenSea: https://www.readthegeneralist.com/briefing/opensea
Lido: https://newsletter.banklesshq.com/p/is-lido-undervalued
Dogecoin: https://docsend.com/view/vutymtgqjf99yrpu
Solana early investors: https://www.theinformation.com/articles/solana-generates-1-billion-in-returns-for-early-backers
Mechanisms
Uniswap V3: https://uniswap.org/blog/launch-uniswap-v3
Convex Finance (+ Curve): https://www.coindesk.com/business/2021/11/11/curve-wars-heat-up-emergency-dao-invoked-after-clear-governance-attack/
OHM: https://www.coingecko.com/buzz/what-is-olympusdao-and-how-does-it-work
ESD: https://medium.com/@lewisfreiberg/empty-set-dollar-esd-a0abbfc5ecdb
Biggest Losers:
Grayscale: https://dcresearch.medium.com/interpreting-grayscale-premiums-gbtc-ethe-a7261dd8cfca
Bitcoin: https://www.coindesk.com/price/bitcoin/
HEN: https://www.theblockcrypto.com/news+/126688/tezos-art-marketplace-hen
EOS: https://cryptonews.com/news/eos-down-as-community-forks-out-blockone.htm
Biggest Surprises
Uniswap pool analytics:https://info.uniswap.org/#/pools
NFTs: https://www.theverge.com/2021/3/11/22325054/beeple-christies-nft-sale-cost-everydays-69-million + https://decrypt.co/89060/bored-ape-yacht-club-nfts-flip-cryptopunks-floor-price-in-ethereum
Luna: https://www.coindesk.com/markets/2021/11/10/terra-passes-highly-anticipated-proposal-to-burn-nearly-89m-luna/
Best Memes
Dog coins: https://nypost.com/2021/12/27/santa-floki-cryptocurrency-surges-3500-after-elon-musk-tweet/
SBF shoes: https://twitter.com/zackseward/status/1468641558346059777
Grimes tweet: https://twitter.com/grimezsz/status/1449528005966000129
Web3: https://www.coindesk.com/learn/what-is-web-3-and-why-is-everyone-talking-about-it/
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Biggest winners and losers
Best mechanism
Biggest surprise
Best meme
Predictions for 2022
Without revealing too much, Haseeb, Robert, Tom, and Tarun cover a lot of ground, diving into “esoteric” subjects like Luna tokenomics, the Tezos NFT marketplace HEN, the origins of web3, the Grayscale arbitrage opportunity, OHM, Convex Finance, single-basis point liquidity pools on Uniswap, and Empty Set Dollar. They also tackle more popular topics like BTC, Dogecoin, NFT marketplaces, L1s, and more.
Episode Links
Hosts
Haseeb Qureshi, managing partner at Dragonfly Capital
https://twitter.com/hosseeb
Tom Schmidt, general partner at Dragonfly Capital
https://twitter.com/tomhschmidt
Robert Leshner, managing partner at Robot Ventures
https://twitter.com/rleshner
Tarun Chitra, managing partner at Robot Ventures
https://twitter.com/tarunchitra
Biggest Winners:
L1 performance in 2021: https://www.theblockcrypto.com/post/128603/in-2021-l1-blockchains-took-the-spotlight-thanks-to-defi
Coinbase IPO: https://unchainedpodcast.com/is-coinbase-stock-a-good-buy-this-analyst-says-yes/
Solana: https://www.notboring.co/p/solana-summer
OpenSea: https://www.readthegeneralist.com/briefing/opensea
Lido: https://newsletter.banklesshq.com/p/is-lido-undervalued
Dogecoin: https://docsend.com/view/vutymtgqjf99yrpu
Solana early investors: https://www.theinformation.com/articles/solana-generates-1-billion-in-returns-for-early-backers
Mechanisms
Uniswap V3: https://uniswap.org/blog/launch-uniswap-v3
Convex Finance (+ Curve): https://www.coindesk.com/business/2021/11/11/curve-wars-heat-up-emergency-dao-invoked-after-clear-governance-attack/
OHM: https://www.coingecko.com/buzz/what-is-olympusdao-and-how-does-it-work
ESD: https://medium.com/@lewisfreiberg/empty-set-dollar-esd-a0abbfc5ecdb
Biggest Losers:
Grayscale: https://dcresearch.medium.com/interpreting-grayscale-premiums-gbtc-ethe-a7261dd8cfca
Bitcoin: https://www.coindesk.com/price/bitcoin/
HEN: https://www.theblockcrypto.com/news+/126688/tezos-art-marketplace-hen
EOS: https://cryptonews.com/news/eos-down-as-community-forks-out-blockone.htm
Biggest Surprises
Uniswap pool analytics:https://info.uniswap.org/#/pools
NFTs: https://www.theverge.com/2021/3/11/22325054/beeple-christies-nft-sale-cost-everydays-69-million + https://decrypt.co/89060/bored-ape-yacht-club-nfts-flip-cryptopunks-floor-price-in-ethereum
Luna: https://www.coindesk.com/markets/2021/11/10/terra-passes-highly-anticipated-proposal-to-burn-nearly-89m-luna/
Best Memes
Dog coins: https://nypost.com/2021/12/27/santa-floki-cryptocurrency-surges-3500-after-elon-musk-tweet/
SBF shoes: https://twitter.com/zackseward/status/1468641558346059777
Grimes tweet: https://twitter.com/grimezsz/status/1449528005966000129
Web3: https://www.coindesk.com/learn/what-is-web-3-and-why-is-everyone-talking-about-it/
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