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!