Listen to a crypto OG, Allan Cassis, discuss early bets in Bitcoin and Ethereum, the evolution of blockchain technology, investment potential of Avalanche, managing a liquid book amid market trends, AI integration in blockchain, move-based languages, Saudi Arabia's economic influence, and Vision 2030 initiatives in Riyadh.
LVNA Capital focuses on infrastructure in blockchain for user-friendly interfaces and efficient use cases.
Aluna Capital's fund strategy includes both liquid assets and private ventures, leveraging side pockets for risk balancing.
Deep dives
Alan Cassis' Background and Entry into Crypto Investing
Alan Cassis, the founder and CEO of Aluna Capital, shares his journey from growing up in Mexico City in a tech-driven family to studying finance, working at Lazard, and launching a multi-family office with $500 million in assets. His interest in Bitcoin began in 2013 during his time at Harvard, where he listened to discussions about Bitcoin. His involvement in Ethereum's ICO in 2014 marked his deeper dive into the crypto industry.
Investment Strategy and Focus on Infrastructure in Crypto
Aluna Capital's investment strategy centers around building infrastructure in the blockchain space. They believe that blockchains have vast potential but lack user-friendly interfaces and efficient use cases. By focusing on infrastructure, Aluna Capital aims to support the growth and adoption of blockchain technology for various applications. They see the need for a seamless user experience akin to using social media platforms or computer operating systems.
Diversified Fund Structure and Emerging Trends
Aluna Capital's fund structure includes investments in liquid assets and private ventures, with a unique approach of keeping both strategies within a single fund. They leveraged side pockets for liquid assets to balance risk and returns. With the rise of large institutional investors entering the crypto space and a shift towards bifurcating liquid and venture strategies, Aluna Capital anticipates increased interest in venture opportunities due to unique access and potential alpha.
Insights on Project Investments and Growth Prospects
Alan Cassis discusses their investments in projects like Avalanche, emphasizing the team's exceptional capabilities and innovative consensus mechanisms. Avalanche's customizable subnets and powerful technology appeal to diverse users, allowing for tailored blockchain solutions. The project's partnerships and diverse applications across various sectors showcase significant growth potential, attracting interest from traditional institutions for experimentation and development.
In this episode, Ben sits down with Allan Cassis, Founder and CEO of LVNA Capital. Born and raised in Mexico City, Allan is a crypto OG and has been operating LVNA since 2017. Following early bets in Bitcoin and the Ethereum ICO, Allan currently operates a liquid and venture strategy that focuses on infrastructure and other pragmatic applications of blockchain and digital assets.
Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.
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