#2: Marcus Leanos, MJL Capital & Adapt3r Digital

Marcus Leanos is the Founder of CIO of MJL Capital (https://twitter.com/MjlCapital) a multi-strategy digital asset hedge fund, and Adapt3r Digital (https://twitter.com/Adapt3rDigital), a trusted bridge between real-world asset origination and decentralized finance. [00:30] Introduction to Marcus and MJL Capital[3:00] Jump to crypto from traditional investing [7:30] Fintechs and community banks[11:30] Innovation in the capital structure of DeFi protocols[19:55] State of the community / regional bank sector[27:00] What do fundamental investors in crypto look for?[36:00] Fundamental investor traits and models[39:50] Credit and RWA[55:30] Opportunities for innovation in Credit/RWA[57:11] What is Adapt3r Digital?[59:20] What products come next?[1:01:08] New asset managers vs. the large institutions and RWA[1:06:30] Investment case studies, Nexus Mutual[1:15:30] Investment case studies, Convex [1:24:00] Closing and thanks for listening!  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