
Scenius Studio
Stratos - Rennick Palley (Episode #30)
Oct 18, 2023
Rennick Palley, Founding Partner of Stratos, talks about his research and understanding of blockchain infrastructure, the importance of investing in seed rounds, comparing valuations of monetary assets, token dynamics, and exciting projects like Celestia. He also shares his contrarian takes within and outside of crypto.
55:58
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Quick takeaways
- Founders outside of the US are more pragmatic in the current crypto market, focusing on executing and finding product-market fit.
- User experience and network effects at the L2 layer will play a more crucial role in the success of Layer 2 solutions.
Deep dives
The Potential of Crypto in Asia
Founders outside of the US are more pragmatic in the current crypto market, focusing on executing and finding product-market fit. Allocators in Asia are paying attention to younger generations and their interest in crypto. Some funds in Southeast Asia are focused on gaming and strategic investing in ecosystems they already have exposure to.
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