Timestamps:

(00:00) Introduction 

(00:46) Crypto's Tipping Point?

(04:25) The LIBRA Impact On Solana

(11:48) Ads ZKSync & Uniswap

(13:28) The Appchain Thesis

(16:59) Why Crypto Needs More Apps

(19:46) Does Crypto Need More L1s?

(23:36) Ads ZKSync & Uniswap

(25:19) Investing In Crypto

(28:22) The Rise Of Stablecoins

(36:00) Consumer Apps In Crypto

(38:02) Ads (Aptos, Bitwise, Arweave)

(40:22) Token Investing

(42:54) Advice For Founders

(48:33) The Ethereum Roadmap

(54:41) NFTs

(01:00:13) Finding Opportunities In Crypto