Navigating the Markets with Matt and Roland
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So nuclear weapons have taught us about the negative feedback loop of, mutually assured destruction. If one attacks, we all die, basically. And I think by BlackRock, which is a US juggernaut or US, it's very close to the US government and the way that US is run. I think that they're creating a positive feedback loop loop, which is the opposite of a mutually assured destruction. What they're trying to say is the fact that whoever has most Bitcoin wins. And if this kind of competition starts in the next couple of, of years, then you're gonna see every single nation state trying to accumulate as
This episode is sponsored by Scale. Scale has differentiated itself from other layer ones by offering users a network of gas free, interoperable EVML ones where the user experience comes first. Explore the gas free ecosystem at scale.space/ecosystem, and follow their journey on x@scalenetwork. To learn more about the gas free architecture and growth of the Scale ecosystem, visit the scaleresearchhub@scale.space/research. Hey, everyone. Today's episode is sponsored by Glyph. Glyph is Filecoin's foundational DeFi primitive, enabling Filecoin holders to earn rewards on their fill tokens by lendin
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. But, actually, Orion and our guests may hold positions in the company's funds or projects discussed. What's up, guys? Welcome back to 0x research. Today, I'm joined by Roland from Mechanism Capital and Matt from Intuition. Guys, before we get started, maybe you wanna give a little introduction on yourselves and what you guys do at your respective jobs. Why
don't you go first, Roland? Sure.
I can go first. Thank you for having us, Boccaccio. It's, delightful to be here alongside a good friend actually, 2 good friends. One of them is a attendee, and one of them is the host. So I appreciate you having us. As you have introduced me, I work at Mechanism Capital on the investment team. Maybe just a brief couple of words about Mechanism. It's what I call a crypto native fund created by the natives for the natives. It was founded in 2020 by Andrew Kang and a number of of other crypto native founding partners. Mark Weinstein is the lead of the VC arm. Myself, I help Mark and the rest of
Yeah. I bought, I bought synthetics, early in DeFi because of one of Andrew Kang's, write up memos that that he was sending around. So thank you. Thank you for that, Andrew. Yeah. My name is Matt. I, head up business development and strategy over at Intuition Systems. I've been in this space, full time since pretty much the end of 2016. Ran a a crypto hedge fund for, I think, 5 ish years, before going full time over at Intuition, which is was actually a portco, before I made the jump to the building side. And for those who haven't heard the Intuition Systems, 0x research podcast, I highly sugg
Matt, what's what's it been like to go from the investment side to the like, the this is your first cycle building, I assume. And the past few cycles you were on the investment side, what's that been like? It's
interesting because on the investment side, you or at least from my experience, you kind of spend your time doing your best to dump down. Right? You're trying to figure out, like, where the dollars are gonna flow. And as the cycle heats up, the capital allocators become less and less sophisticated. So the act of allocating capital becomes this, like, cyclical game of figuring
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