In this fireside chat Fred Wilson of Union Square Ventures and Tushar Jain of Multicoin Capital explore the ins and outs of modern portfolio construction for allocators and fund managers alike, traversing key issues such as how to think about long-term vs. short-term conviction, thematic discovery, strategic exposure, how to pick winners, and (VCs) investing in cryptofunds, to name a few. This conversation concludes with a passionate debate about the trade offs between smart contract platforms and how decentralized governance is (or is not) working today. This is one you that don’t want to miss!