Marcos Veremis, managing director at Evanston Capital Management, and David Fauchier (@dfauchier), CIO at Cambrial Capital, join Erik to discuss:
- How they became interested in crypto.
- How institutions have approached the space.
- How the space has evolved.
- Bitcoin as a store of value in the current market environment.
- The impact of COVID on crypto.
- Crypto investment strategies.
- Why generalist VCs have so far not been able to make good investments in the space.
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