Wallfacer Podcast

#1: Leslie Tam, GBV Capital


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  • [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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