Bringing Crypto to Emerging Markets

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[00:02:13] - [First question] - How he got into one of the hardest asset classes in emerging markets

[00:04:43] - What lead him to China and where he first started his career

[00:06:52] - The origin story of Sino Capital and what its first iteration looked like

[00:09:13] - Whether or not he felt he had an edge in the early days 

[00:09:44] - Being comfortable in an uncomfortable idiosyncratic position and if he would have ever gone back to a traditional path 

[00:11:06] - What European and Western investors would miss and not understand about the regions he invests in 

[00:12:07] - His take on Chinese and Indian markets and their similarities and differences

[00:13:05] - Deciding to enter these markets and what gave him the confidence to do so 

[00:14:18] - How often he’s dealing with international founders versus local ones   

[00:15:07] - The Sino Capital business model and balancing being long-term greedy with stakeholder needs 

[00:18:22] - Thoughts on evaluating founding teams and where Sino wants to invest

[00:22:22] - How long they wait to invest after first meeting a team or founder

[00:24:44] - What percentage of his time is spent sourcing new deals versus managing the existing portfolio

[00:26:16] - Whether or not he’s relied on the insight of investors and mentors when it comes to how he’s structured Sino Capital  

[00:27:25] - His philosophy when it comes to bringing new people onto the team 

[00:29:58] - The turnover rate of Sino interns and how many become employees 

[00:31:24] - Ways to explain to laypeople the differences between TradFi and DeFi and the what DeFi will unlock for the future   

[00:35:38] - How he’d rebuild TradFi if he could wave a magic wand

[00:39:24] - Walking through the pros and cons of the role regulation will play in crypto 

[00:44:21] - Where he’d suggest a young entrepreneur go in the world to find a new frontier and which asset classes they should participate in 

[00:45:59] - What he’s most excited to see built in the next six months and six years