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]