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Section 1. Top 10 Narratives & Investment Themes
Manage episode 352223629 series 3435974
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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
10 episod
Kongsi
