Section 1. Top 10 Narratives & Investment Themes

0.0 Welcome — 0:00

1.0 What Happened in 2022 — 4:48

1.1 Winter Is Here, It’s Time to Build — 6:21

1.2 Crypto Is (Still) Inevitable — 10:39

1.3 Surviving Winter, Redux — 13:18

1.4 How Low Can We Go? — 16:05

1.5 Bear Market Building — 23:49

1.6 Decoupling of Cryptos: Back to the Basics — 26:36

1.7 VC: There’s (Still) Money in the Banana Stand — 28:14

1.8 The Macro Rebound vs. The Dumpening — 30:55

1.9 Buyouts vs. Bankruptcies — 33:46