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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