Betting on the Right People in Crypto
Making Markets
This is Eric Golden and my guest today is Matthew G...
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Oct 15 2022 47m
Chapter 1 2 mins
[First question] How he got into one of the hardest asset classes in emerging marketsChapter 2 2 mins
What lead him to China and where he first started his careerChapter 3 2 mins
The origin story of Sino Capital and what its first iteration looked likeChapter 4 30 sec
Whether or not he felt he had an edge in the early daysChapter 5 1 min
Being comfortable in an uncomfortable idiosyncratic position and if he would have ever gone back to a traditional pathChapter 6 1 min
What European and Western investors would miss and not understand about the regions he invests inChapter 7 57 sec
His take on Chinese and Indian markets and their similarities and differencesChapter 8 1 min
Deciding to enter these markets and what gave him the confidence to do soChapter 9 48 sec
How often he’s dealing with international founders versus local onesChapter 10 3 mins
The Sino Capital business model and balancing being long-term greedy with stakeholder needsChapter 11 3 mins
Thoughts on evaluating founding teams and where Sino wants to investChapter 12 2 mins
How long they wait to invest after first meeting a team or founderChapter 13 1 min
What percentage of his time is spent sourcing new deals versus managing the existing portfolioChapter 14 1 min
Whether or not he’s relied on the insight of investors and mentors when it comes to how he’s structured Sino CapitalChapter 15 2 mins
His philosophy when it comes to bringing new people onto the teamChapter 16 1 min
The turnover rate of Sino interns and how many become employeesChapter 17 4 mins
Ways to explain to laypeople the differences between TradFi and DeFi and the what DeFi will unlock for the futureChapter 18 3 mins
How he’d rebuild TradFi if he could wave a magic wandChapter 19 4 mins
Walking through the pros and cons of the role regulation will play in cryptoChapter 20 1 min
Where he’d suggest a young entrepreneur go in the world to find a new frontier and which asset classes they should participate inChapter 21 1 min
What he’s most excited to see built in the next six months and six years