Watchman Privacy 206 - Marco Wutzer: The Road from Serfdom
Sep 29, 2025
Marco Wutzer, a cryptocurrency fund manager and seasoned world traveler, shares his insights on navigating the chaos of traditional finance and the coexistence of regulated and decentralized crypto sectors. He dives into value assessment in cryptocurrency, emphasizing the importance of technology and ecosystem. Wutzer also discusses his adventures in Latin America, highlighting southern Brazil for its balance of culture and reliability. He critiques the unpredictability of banks and advocates for self-custody in crypto, painting a picture of a future where resilience and innovation thrive.
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Prepare For Bureaucracy When Scaling Crypto
- Transitioning a crypto project into regulated structures requires heavy legal work and patience.
- Prepare for extensive documentation and multi-jurisdiction compliance when scaling a fund.
Focus On Infrastructure Over Hype
- Infrastructure layer protocols will matter most long term and form the backbone of future economy and media rails.
- Expect three to five dominant blockchains and many specialized protocols serving niche use cases.
From Ethereum's Limits To Scalable Chains
- Marco recalled Ethereum's early limits: high fees and low capacity hindered mainstream UX.
- Newer blockchains and L2s like Solana, Sui, Aptos and Arbitrum solved those problems for mass onboarding.