Section 1. Top 10 Narratives & Investment Themes0.0 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 Rss Apple Podcaster →