#1: Leslie Tam, GBV Capital

[0:00] Leslie's Background and intro to crypto [10:00] The decision and process to join Binance in the depths of the 2018/2019 bear. [17:00] Early keys to the Binance success story and embracing Chinese work culture[18:50] The culture of Binance [21:00] How CZ Runs the Firm [33:00] Leslie's time within Binance [39:00] The 2018/2019 Hong Kong crypto scene[41:00] What most people from tradfi don't get when they transition to crypto?[47:00] Coinflex chapter[50:00] Coinflex vs. FTX at the time [53:00] The binance vs. ftx competition [55:00] Starting GBV [58:00] GBV Investment pace [1:01:00] Themes and current interest areas [1:07:00] More on themes and applications [1:10:00] RWAs and Credit markets [1:17:25] L2s, Boba, and OP Stack[1:25:40] Thinking about valuations of L2 apps[1:29:00] Macro and turning points for crypto This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallfacerlabs.substack.com