Wallfacer Labs Podcast
Speaking with the most interesting voices in crypto
Wallfacer Labs Podcast
#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!