Summary: Host Jose Maria Macedo sits down with Maple Leaf Capital, an anonymous investor and analyst in the space who has quickly made a name for himself with some excellent reports on DeFi and sharp takes on crypto twitter. In our view, Maple Leaf has one of the most cogent, well-articulated theses for crypto as a whole and for DeFi and Web 3.0 specifically. In this wide-ranging conversation, we dive into that and his thoughts on investing in the space more generally, including Maple's crypto and DeFi thesis, investment thesis, competitive moats, specific sector analysis, decentralised governance, and much more.
