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Show Notes
- [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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