As crypto investing becomes more sophisticated, firms are evolving beyond single strategies to manage diverse portfolios across multiple fund vehicles. This panel unpacked how top VCs and asset managers are allocating across theses, structures, and vintages—balancing risk, timing, and opportunity in an ever-changing market. Thanks to our panelists: Moderator: @davidgan1818, Founder & General Partner, @_inceptioncap -@Ray_L1D, CEO/CIO, @L1D_xyz -Joe Marenda, Head of Digital Assets Research, Head of Hedge Fund Research, Cambridge Associates -Paul Yablon, Founder and Chief Investment Officer, @room40xyz