Topics
00:00:00 - Introduction: VC Landscape and Panelist Investment Journeys
00:01:44 - Kelly Callahan (Arrington Capital): Investment Journey and Philosophy
00:03:57 - Thomas Lee (Fundstrat): Macro Approach and Lessons from Past Disruptions
00:07:33 - John Darcy (Skybridge/Salt): Transition to Digital Assets and Investment Strategy
00:11:20 - How VCs Select Investments: The Importance of Teams and Institutionalization
00:14:01 - Investment Selection Criteria: Teams, Tokenomics, and Narrative
00:15:11 - Evolving Investment Criteria: Beyond Technical Skills to Vision and UI
00:17:41 - Current State of US Crypto Regulation and Legislation
00:19:32 - Regulatory Progress vs. Public Perception and Talent Pipeline Challenges
00:21:08 - Bitcoin's Role as a Trusted Asset Amidst Broader Crypto Risks
00:23:54 - The Vision: Financial Disintermediation and Value Creation Through Blockchain
00:25:52 - The Vision: Crypto as a Leading Asset Class and Future Reputation Systems
00:27:17 - The Vision: Returning to Blockchain Fundamentals for Broad Participation
00:28:27 - Conclusion and Closing Remarks