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Show Notes

[00:01:39] - [First question] - Eric’s takeaways from crypto’s performance in Q1 writ large

[00:04:26] - Was anything proven out in Bitcoin’s performance relative to Gold

[00:07:48] - Thoughts on the performance of BTC compared to ETH

[00:10:27] - Other benchmark assets in crypto used to track performance of the asset class

[00:12:39] - Evaluating the performance of NFTs and the impact of Ethereum’s price on NFTs

[00:16:32] - Thoughts on the trend of user adoption in Q12022 compared to Q12021

[00:21:27] - Where we stand in the geopolitical narrative and it has played out in real time

[00:27:00] - Development and politics in emerging markets around adopting cryptocurrencies

[00:30:42] - Thoughts on the executive order in the US in regards to regulation

[00:32:29] - The catalyst of talent drain and how policy can negatively impact US innovation

[00:34:38] - Where the majority of capital coming into the market ends up being allocated

[00:38:48] - The rise of play-to-earn in 2021 and the environment we’re in today in 2022

[00:41:24] - Metaverse’s hype cycle, capital allocation, and potential prospects

[00:44:30] - Ways that the Metaverse will crossover into the physical world