Scenius Capital

Scenius Capital

投资管理

Miami，FL 1,394 位关注者

Global investment firm providing sophisticated investors and institutions with diversified exposure to digital assets

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关于我们

Scenius is a pioneering digital assets investment firm providing investors curated access to best-in-class crypto and blockchain technology opportunities via Portfolio Funds, co-investment, and direct investment. Scenius operates out of the U.S. but invests globally on behalf of a diverse and international investor base.

网站
https://www.scenius.capital/
所属行业
投资管理
规模
2-10 人
总部
Miami，FL
类型
合营企业
创立
2021

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  • 查看Scenius Capital的公司主页，图片
    Scenius Capital

    1,394 位关注者

    Must listen episode with three of the top CIOs in the liquid token markets

    查看Ben Jacobs的档案，图片
    Ben Jacobs

    Managing Partner at Scenius Capital

    ?? Scenius Studio: 50th Episode Special Edition ?? In this celebratory 50th episode, I sit down with three elite liquid token hedge fund managers. This is my favorite episode yet. Pranav Kanade of Van Eck (Episode #17), David Kalk of Reflexive (Episode #28), and Joe McCann of Asymmetric (Episode #16) represent some of the best CIOs, traders, and big-picture thinkers in our industry. Leading into a consequential election with BTC knocking on the door of all-time-highs, we couldn’t think of a better way to celebrate 50 episodes of Scenius Studio than to get these three guys around the horn. In this episode we discuss: ? Positioning the portfolio in anticipation of next week’s election ? Bitcoin dominance in an inflationary environment and timing the rotation into alts ? Which altcoins to own if the industry goes risk-on in a favorable macro and regulatory environment ? What would have to be true to justify a position in ETH rather than BTC or SOL ? Dynamics impacting the next 12 months of liquid token trading: retail participation, VC-backed token launches, and institutional involvement ? Stripe’s acquisition of Bridge and expressing a thesis of stablecoin growth in the liquid token markets ? AI agents and the related memecoin mania ? How to manage the portfolio given LP allocations tend to spike in the late innings of a bull market ? Biggest mistakes made as a GP/CIO since launching their firms ? Spicy takes ??? Hope you enjoy this episode of Scenius Studio. Cheers to 50 more. Links to listen below?? Spotify: https://lnkd.in/gxu5ye-H Apple: https://lnkd.in/gzJWh4Uu

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  • Scenius Capital转发了

    查看Ben Jacobs的档案，图片
    Ben Jacobs

    Managing Partner at Scenius Capital

    ?? Scenius Studio (Episode #49) In this episode, I sit down with Christopher Rhine, CFA, Head of Liquid Active Strategies at?Galaxy. Chris spent the last two decades trading a variety of instruments and asset classes at Cohen & Steers and BlackRock. Now, Chris uses his wall street experience to develop and manage highly institutional investment products that offer LPs a risk mitigated long-only approach to the liquid token markets. In this episode we discuss: ? Frameworks from trading traditional assets that Chris brings over to liquid token investing ? The risk engine he has built at Galaxy ? How Chris pitches crypto and liquid token investing to institutions who haven’t previously allocated to the asset class ? Why Galaxy doesn’t charge performance fee on its active liquid strategy ? Explaining the impact of tokenization to RIAs ? Operational best practices ? Crypto’s correlation to other asset classes and how institutions should think through their exposure to the industry ? The most important drivers for liquid token prices ? Perspective on the upcoming elections and potential outcomes from BTC and alts ? Chris’ spiciest takes ??? Hope you enjoy this episode of Scenius Studio. Links to listen below?? Spotify: https://lnkd.in/gRg2skeU Apple: https://lnkd.in/gA-DRZgS

  • Scenius Capital转发了

    查看Ben Jacobs的档案，图片
    Ben Jacobs

    Managing Partner at Scenius Capital

    ?? Scenius Studio (Episode #49) In this episode, I sit down with Christopher Rhine, CFA, Head of Liquid Active Strategies at?Galaxy. Chris spent the last two decades trading a variety of instruments and asset classes at Cohen & Steers and BlackRock. Now, Chris uses his wall street experience to develop and manage highly institutional investment products that offer LPs a risk mitigated long-only approach to the liquid token markets. In this episode we discuss: ? Frameworks from trading traditional assets that Chris brings over to liquid token investing ? The risk engine he has built at Galaxy ? How Chris pitches crypto and liquid token investing to institutions who haven’t previously allocated to the asset class ? Why Galaxy doesn’t charge performance fee on its active liquid strategy ? Explaining the impact of tokenization to RIAs ? Operational best practices ? Crypto’s correlation to other asset classes and how institutions should think through their exposure to the industry ? The most important drivers for liquid token prices ? Perspective on the upcoming elections and potential outcomes from BTC and alts ? Chris’ spiciest takes ??? Hope you enjoy this episode of Scenius Studio. Links to listen below?? Spotify: https://lnkd.in/gRg2skeU Apple: https://lnkd.in/gA-DRZgS

  • 查看Scenius Capital的公司主页，图片
    Scenius Capital

    1,394 位关注者

    Great episode with a top China-focused GP. Check it out!

    查看Ben Jacobs的档案，图片
    Ben Jacobs

    Managing Partner at Scenius Capital

    ?? Scenius Studio (Episode #48) In this episode, I sit down with?Jason Kam, Founder of?Folius Ventures. Folius has become a preeminent blockchain venture firm focused on the application layer, with a strong focus on China-based founders and companies. While Folius is known as a high-signal venture firm, the firm’s liquid strategy constitutes a notably larger percentage of AUM. Jason’s experience as a PM at a traditional emerging markets focused hedge fund give him the skills to navigate the chaotic digital asset public markets. In this episode we discussed: ? Jason starting off his crypto journey as an anon on Twitter ? Overview of Folius as a firm ? The shaky position of Ethereum ? What has to be true for Folius to underwrite an altcoin position for the fund ? The Web2 push and the Web3 pull in China ? Risks and realities of crypto in China and Hong Kong ? Asia-based centralized exchanges and their current dominance over the industry ? How Telegram tracks against WeChat ? Folius’ bet on Catizen and the development of the Telegram app ecosystem ? Jason’s spiciest takes ??? Hope you enjoy this episode of Scenius Studio. Links to listen below?? Spotify: https://lnkd.in/gWdmr_KU Apple: https://lnkd.in/gA-DRZgS

  • 查看Scenius Capital的公司主页，图片
    Scenius Capital

    1,394 位关注者

    Great episode of Scenius Studio with one of the top institutional allocators in the industry.

    查看Ben Jacobs的档案，图片
    Ben Jacobs

    Managing Partner at Scenius Capital

    ?? Scenius Studio (Episode #47) In this episode, I sit down with Matt Halstead, Director of Digital Assets and Real Estate investing at the Teacher Retirement System of Texas, also known as Texas Teachers. Matt built the digital assets program at Texas Teachers from scratch and has helped push the asset class forward via his highly institutional and sophisticated approach to crypto fund allocations. We typically hear from GPs on Scenius Studio but in order for the space to further develop and mature, it is essential we acknowledge and learn from the LPs who invest with rigor and size. In this episode we discussed: ? How Matt built the case internally for Texas Teachers to launch a blockchain program ? The challenge of bucketing digital assets within existing investment categories ? Why the recent ETFs are complements rather than substitutes for institutions looking at the asset class ? How Matt constructed a portfolio and learned how to conduct due diligence on emerging managers in an emerging industry ? Common threads among the best venture brands in crypto ? Impediments to institutional adoption and allocation to fund strategies ? What GPs get wrong when talking to sophisticated allocators ? How the industry can improve its education of non-crypto-natives ? Matt’s spiciest takes ??? Hope you enjoy this episode of Scenius Studio. Links to listen below?? Spotify: https://lnkd.in/ghSSzN9A Apple: https://lnkd.in/gA4dsAyr

  • Scenius Capital转发了

    查看Ben Jacobs的档案，图片
    Ben Jacobs

    Managing Partner at Scenius Capital

    ?? Scenius Studio (Episode #45) In this episode, I sit down with Travis Scher, Co-Founder and Managing Partner of?North Island Ventures. Travis began his crypto career in 2015 where he led the venture team at Digital Currency Group. After leaving DCG, Travis launched North Island Ventures alongside Glenn and James Hutchins. Travis invests across a range of blockchain categories and possesses strong opinions about the entrepreneurs and ideas that will bring blockchain to the masses. In this episode we discussed: ? Travis’ response to?Naval Ravikant’s salty take?about crypto VCs ? The current competitive landscape among blockchain venture firms ? How the typical founder profile has evolved since Travis first started investing at DCG ? What a regulated non-L1 token could ultimately look like ? Prediction markets and why the current hype might be over-bought ? The politicization and partisanship of blockchain and bitcoin ? What Travis would pitch the Republican and Democratic leadership on if he had 30-seconds to do so ? Lightning round: ETH Spot ETF, BTC vs everything else, and Solana vs. ETH trading volumes ? Travis’ spiciest takes ??? Hope you enjoy this episode of Scenius Studio. Links to listen below?? Spotify: https://lnkd.in/gMyYayPz Apple: https://lnkd.in/g_AMy2jg

  • Scenius Capital转发了

    查看Ben Jacobs的档案，图片
    Ben Jacobs

    Managing Partner at Scenius Capital

    ?? Scenius Studio (Episode #44) In this episode, I sit down with Carlos G. Pereira, Partner at BITKRAFT Ventures. BITKRAFT is a premier gaming focused venture firm and Carlos is the lead investor for their crypto-dedicated fund. His perspective into the innovation that crypto uniquely unlocks within gaming is insightful. Moreover, his assessment of the current blockchain gaming ecosystem highlights his experience investing in the sector and the observations he and his team have earned across cycles. In this episode we discussed: ? The history of BITKRAFT and the firm’s decision to launch a crypto-dedicated gaming strategy ? The impact of gaming on younger generations and their digital-first approach to the world ? Categories within gaming that BITKRAFT invests in ? The three phases of crypto’s disintermediation of the gaming industry ? On-chain games. What does it mean in practice and what is possible with 100% blockchain-based games? ? Different formats (mobile, VR, desktop) and how they will evolve with crypto ? Blockchain gaming is under heat for not producing the results everyone has been expecting. Where are people’s negative judgements misplaced? ? Post-mortem of play-to-earn ? Venture dynamics in crypto gaming given the long-duration of game development and the incongruence of fast-paced token launches ? Will crypto be integrated into existing AAA games or will a new AAA game emerge with blockchain embedded in the game’s infrastructure ? Carlos’ spiciest takes ??? Hope you enjoy this episode of Scenius Studio. Links to listen below?? Spotify: https://lnkd.in/gftbp_aA Apple: https://lnkd.in/gUwDJq4a

  • 查看Scenius Capital的公司主页，图片
    Scenius Capital

    1,394 位关注者

    Haseeb is one of the greats.

    查看Ben Jacobs的档案，图片
    Ben Jacobs

    Managing Partner at Scenius Capital

    ?? Scenius Studio (Episode #43) In this episode, I sit down with?Haseeb Qureshi, Managing Partner of?Dragonfly. Haseeb is highly respected in the space for his synthesis of complex topics, sharp opinions on contentious debates, and repeated ability to back category winners early. With Haseeb at the helm, Dragonfly has established itself as one of the industry’s premier global firms with strong footing in the US and Asia. In this episode we discussed: ? Haseeb’s experience as a professional poker player and the related instincts he developed ? Risk taking and understanding probabilities when pursuing a career as a venture capitalist ? Common threads among Haseeb’s most successful venture deals (Ethena, Monad, Avalanche, Near) ? “Resource Gravity” as a measure of a Founder’s ability to succeed ? Portfolio construction for Dragonfly’s $650 Million most recent fund. Who is downstream of Dragonfly and how Haseeb thinks about exits ? The unnecessary concern surrounding low float / high FDV token launches ? Polymarket: crypto’s attempt at building a permissionless, modern prediction market ? Lightning round: AI Inference, Tokenization/RWA, DePIN, Gaming, Social ? Haseeb’s spiciest takes ??? Hope you enjoy this episode of Scenius Studio. Links to listen below?? Spotify: https://lnkd.in/geJbdyxf Apple: https://lnkd.in/gw7aJF38

  • Scenius Capital转发了

    查看Ben Jacobs的档案，图片
    Ben Jacobs

    Managing Partner at Scenius Capital

    ?? Scenius Studio (Episode #42) In this episode, I sit down with?Min Teo, Co-Founder and Managing Partner of?Ethereal Ventures. Together with Joseph Lubin, Min leads one of the industry’s most well-respected early-stage venture firms. With an impressive track record that includes seed stage bets in EigenLayer and Aztec Protocol, Min has a knack for uncovering blue ocean categories and companies before they become consensus. In this episode we discussed: ? Reflections on Min’s investments from her time leading Consensys’ venture arm ? Ethereal’s position as a seed stage firm and what they do to help early-stage projects reach crucial milestones ? Information flow in crypto and the corresponding competition that quickly emerges around promising ideas ? Intents and developer tooling as categories that still need funding and growth ? Founder and VC incentives around token launches and how the game is evolving ? The rapid rotation of capital and the current tension between VC backed projects and retail-dominated memecoins ? How Min would explain the fundamentals of crypto to a traditionally-trained investor ? Consensys suing the SEC and the rally call for crypto companies to stand together again regulatory overreach ? Min’s spiciest takes ?? Hope you enjoy this episode of Scenius Studio. Links to listen below?? Spotify: https://lnkd.in/g8yXu9ie Apple: https://lnkd.in/gVAAuxhg

  • Scenius Capital转发了

    查看Ben Jacobs的档案，图片
    Ben Jacobs

    Managing Partner at Scenius Capital

    ?? Scenius Studio (Episode #41) In this episode, I sit down with Michael Dempsey, Managing Partner of?Compound. At Compound, Michael oversees investments in AI/ML, robotics, biology, and of course crypto. His cross-industry knowledge and deep understanding of blockchain-native challenges and commercial opportunities makes him stand out from the crowd. In this episode we discussed: ? The cross-pollination of ideas and commercial frameworks between non-crypto verticals and crypto ? The overabundance of blockspace and why VCs are to blame ? Publishing investment theses online and the benefits of publicly sharing strong opinions ? What would happen to token prices if the SEC declared that they were NOT securities ? Power laws in crypto and whether they apply to the asset class ? The AI community’s perspective of crypto and how they receive certain decentralized AI projects ? Continuously honing your edge as a venture investor to prevent alpha decay ? Michael’s spiciest takes ?? Links to listen below?? Apple: https://lnkd.in/gxZzgYmX Spotify: https://lnkd.in/gnpvUhAn

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