Betting On The Election, Altcoins, How Does Polymarket Survive | Analyst Roundtable
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I think very fucking cooked. Excuse me. No. I think that the down I mean, I just think of, like, putting putting on my macro hat, which I, like, try not to wear, but I just think of, like, the up and up down beta capture of these things. And, like, they have a lot of down beta, and they, like, don't have as much up beta as they used to have. So, like, you you end up the ratio just doesn't it hasn't been working for a long time, I feel, for, like, more than 6 months. So I feel like it's unless you get the clear like, the all clear from a Trump win, I feel like it's really, really hard to justif
Nothing set on 0 x research is the recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Ryan, and our guests may hold positions in the company's funds or projects discussed. What's up, guys? Welcome back to another episode of 0x Research today. I'm joined by Danny, Ryan, Connor, and Felix Jovan or Javan?
Javan. Joe or Jovan if you're French, and you can you can pull it off.
I cannot. From forward guidance previously on the margin Yes. Also known as macro GCR, also known as saves our assets on analyst calls by coming in and talking about macro. How are you doing, Felix?
Good. Good. Oh, I'm so excited to be here. Big fan of, of going into the other side of the barrel bell barbell a little bit away from macro and just diving into the trenches a little bit today, so it's gonna be fun. Yeah.
We'll do I think we'll spend most of the time talking about things that is more in your realm than our Fair enough. Election week, weekend, week. But I wanna I wanna ask one question at the very, very beginning is, how much does Felix know, or how much do you do in crypto? Because I feel like, like, my understanding was that you weren't very crypto heavy, but then I listened to a bunch of forward guidance episodes, OTM episodes. And you're quite comfortable. So do you wanna give a background on Sure. Yeah.
I, Yeah. I'm pretty I'm pretty in the trenches, I'll I I will say, at least in my opinion. I don't know. I I got into crypto through a macro lens, like, in 2019 or so, firstly, for mostly Bitcoin. You know, like, I read the Bitcoin Standard book and and was looking at it through that lens of, like, okay. You know, the inception of Bitcoin is is a life raft against currency debasement, against government intervention, etcetera, etcetera. Was, you know, pretty solidly of the mind that, you know, money and and just, like, global discount rates are broken, which means, like, valuations are broken
think that's the perfect way to approach. You probably just don't fully do it the full time, but when the money is rolling, just come in and then go out as well. I have a were you a gold bug at any point? Because I feel like that.
Yeah. A little bit. I feel like I'm having that time where I was just like yeah. So, I mean, originally, before I was, like, full on macro, like, I was originally, like, a value investor and, like, reading the Buffet books and stuff. And so I feel like there's that transition phase where I was, you know, I was definitely, like, reading the Peter Schiff stuff and being like, oh my god. Like, global central banks are corrupted and broken. We need to own gold. And so I I still have an appreciation for gold, but I wouldn't say I'm a gold bug. Like, I view it as more of, like, a trade than, like, a
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