Section 1. Top 10 Narratives & Investment Themes
Key trends, people, companies, and projects to watch across the crypto landscape with predictions for 2023.
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
