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/