Jan 11 2022 33 mins 17
Section 1. Top 10 Naratives & Investment Themes
1.1 The Collapse in Institutional Trust [04:20]
1.2 Crypto/Web3 is Inevitable [06:19]
1.3 Bridges and Nifties and DAOs [09:47]
1.4 The Decoupling of Cryptos [12:38)
1.5 Permanent (Venture) Capital: In, Up and Down, Never Out [14:27]
1.6 How High Can We Fly [17:07]
1.7 Surviving Winter [23:08]
1.8 Public Options: Coinbase Opens the Floodgates [27:56]
1.9 Copy-Trading: WAGMI [30:10]
1.10 Copy-Trading: We Like The Coins [32:40]
