In this episode, we invite Leo, a senior investment manager at MEXC, to delve into current investment strategies and market trends in the crypto space. MEXC is one of the most financially powerful cryptocurrency investors, a major investor in large projects such as TON, and an LP of important VCs such as Polychain, Bankless, and IOSG. Leo provides a detailed analysis of the differences in team structure and investment styles between Eastern and Western venture capital firms. He also shares insights on investment strategies during bear and bull markets. Additionally, Leo offers unique perspectives on the cultural phenomenon of meme coins and their impact on the market. This discussion helps listeners gain a better understanding of investment logic and future directions in the crypto market.

Shownotes:

00:00 Opening

00:33 Brief Introduction

05:14 Differences between Eastern and Western VCs in investment decisions

12:36 How do crypto projects pitch to VCs differently in the East and West?

17:32 How do your investment strategies differ between bear and bull markets?

23:36 How do you evaluate new narratives in the crypto market? What are the criteria?

30:31 Memorable stories from working with projects

36:56 How do you view the claim that VC tokens are overvalued?

43:11 What are your thoughts on the cultural phenomenon of meme coins and their impact on the market?