#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

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