Harvey Liu, the founder of Levex, reveals the playbook he used to spot unicorns, the truth about China's tech scene, and why the next crypto bull run won't look like the last one.
Great episode! The China market dynamics point about testing products on 20M people vs spending millions in the US is something people totally miss. That iterative feedback loop advantage is why ByteDance dominatedshort-form video before anyone in the West figured it out. Also the Ethereum utility thesis over meme coins is refreshing, been saying this for a while but ppl still chase garbage altcoins.
Thank you! That China market dynamics point was one of my biggest takeaways from the conversation too. I think most people underestimate just how powerful that feedback loop is. It's not just about having more people — it's about the speed of iteration. When you can ship a 60% done product to 20 million people and get real-world signal overnight, you're compressing years of R&D into months. That's the real moat, and it's why so many Western companies are playing catch-up on products they didn't even see coming. And yes — the Ethereum utility thesis is one I think more people need to sit with. The meme coin era was fun but the real wealth is going to be built on infrastructure. Appreciate you listening!
Great episode! The China market dynamics point about testing products on 20M people vs spending millions in the US is something people totally miss. That iterative feedback loop advantage is why ByteDance dominatedshort-form video before anyone in the West figured it out. Also the Ethereum utility thesis over meme coins is refreshing, been saying this for a while but ppl still chase garbage altcoins.
Thank you! That China market dynamics point was one of my biggest takeaways from the conversation too. I think most people underestimate just how powerful that feedback loop is. It's not just about having more people — it's about the speed of iteration. When you can ship a 60% done product to 20 million people and get real-world signal overnight, you're compressing years of R&D into months. That's the real moat, and it's why so many Western companies are playing catch-up on products they didn't even see coming. And yes — the Ethereum utility thesis is one I think more people need to sit with. The meme coin era was fun but the real wealth is going to be built on infrastructure. Appreciate you listening!