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Despite the doom and gloom, Placeholder VC partners Chris Burniske and Joel Monegro are highly bullish on the present moment. \u201cWe\u2019re all going to look back on this period and remember it as fondly as we remember \u201818 and \u201819,\u201d Monegro tells Laura Shin. The two long-term investors explain why the confluence of macroeconomic factors and crypto-native (and AI) innovations make this the ideal time to invest in a Web3 future. They cut their teeth on Bitcoin, they grew up with Ethereum; hear what they think is next.\nListen to the episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Stitcher, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform.\nShow highlights:\n\nwhy Chris says crypto\u2019s four-year cycle will likely play out once again\n\nthe role of interest rates in asset valuation\n\nwhether the crypto industry has learned its lessons from the \u201ccrypto carnage\u201d of 2022\n\nwhether there\u2019s a future for KYC\u2019d DeFi\n\nwhen failing in crypto should be considered a crime, as in the Do Kwon case\n\nwhat could happen with the rate hikes and how the macroeconomic environment affects the markets\n\nhow the ruling in the Ripple case impacts the development of new crypto companies and user adoption\n\nwhether Joel felt relieved by the ruling, considering Placeholder has invested in many tokens that were named as securities by the SEC\n\nwhat Joel thinks of the new crypto bill in Congress and how he wishes that smart contracts were used to self-regulate the industry\n\nwhat Joel and Chris think of the delicate situations of crypto giants such as Binance and DCG\n\nwhether the fat protocol thesis still holds up and whether it colors Placeholder\u2019s current investment thesis\n\nwhy most of the Layer 1s will become rollups, according to Chris\n\nwhy Chris is bullish on Solana, despite the massive collapse in value following the FTX debacle\n\nhow NFTs will play a significant role in \u201cestablishing the provenance of content\u201d\n\nwhether AI agents will become crypto power users\n\nThank you to our sponsors!\n\nCrypto.com\n\nArbitrum Foundation\n\nTOKEN2049\n\nGuests:\n\n\nChris Burniske, partner at Placeholder VC\n\nPrevious appearance on Unchained:\xa0\n\n2022 in Review + How Cobie and Chris Burniske Are Playing the New Year\n\nCobie and Chris Burniske on How to Navigate a Crypto Bear Market\n\nHow To Value A Crypto Asset\n\n\nJoel Monegro, partner at Placeholder VC.\n\nPlaceholder\u2019s Joel Monegro on the Fat Protocols Thesis\n\nLinks\n\n\nFat Protocols by Joel Monegro\n\n\nThe Blockchain Application Stack by Joel Monegro\n\n\nDecred Thesis by Joel Monegro and Chris Burniske\n\nWSJ:\xa0\n\nBinance Lays Off Over 1,000 Employees\n\nBinance Cuts Back Employee Benefits, Citing Decline in Profit\n\nCoinDesk: Unpacking the Latest Lummis-Gillibrand Bill Draft\n\n\nReuters: US SEC accepts six spot bitcoin ETF proposals for review\n\n\n\nLearn more about your ad choices. Visit megaphone.fm/adchoices