Scenius Studio

In this episode, Ben sits down with Carlos Pereira, Partner at BITKRAFT. 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. Let's get into it. Resources Mentioned Fully On-Chain Games Thesis Project Awakening Ronin Karate Combat Sipher Connect with the guest Bitkraft https://www.bitkraft.vc/ Follow Bitkraft on Twitter/X https://x.com/bitkraftvc Follow Carlos on Twitter/X https://x.com/cegapereira Disclaimer  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.

In this episode, Ben sits 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. Let's get into it. Connect with the guest Dragonfly https://www.dragonfly.xyz/ Follow Dragonfly on Twitter/X https://x.com/dragonfly_xyz Follow Haseeb on Twitter/X https://x.com/hosseeb Disclaimer  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.

In this episode, Ben sits down with Min Teo, Co-Founder and Managing Partner of Ethereal Ventures. Together with Joe 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. Lets get into it. Connect with the guest Ethereal https://www.etherealventures.com/ Follow Ethereal on Twitter/X https://x.com/etherealvc Follow Min on Twitter/X https://x.com/_MinTeo Disclaimer  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.

In this episode, Ben sits 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.   Let's get into it. Connect with the guest Compound https://www.compound.vc/ Follow Compound on Twitter/X https://twitter.com/compoundvc Follow Michael on Twitter/X https://twitter.com/mhdempsey Disclaimer  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.

In this episode, Ben sits down with Phil Bonello, Co-Founder and CIO of Plaintext Capital. Phil is an industry veteran, having spent time at Messari, Ikigai, and Grayscale before launching Plaintext.  Phil is a fundamental investor who understands what moves crypto markets intimately. He has a proven ability to find emerging trends and then find creative ways to express related trades before the narrative gets hot.  Let's get into it. Connect with the guest Plaintext Capital https://plaintextcapital.com/ Follow Phil on Twitter/X https://twitter.com/PhilJBonello Disclaimer  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.

In this episode, Ben sits down with Ken Seiff, founder and general partner of Blockchange Ventures. Following a successful career as a founder and retail tech investor Ken discovered blockchain where he has repeatedly made contrarian, early bets that have paid off in spades. His insights into the history of internet innovation shine a light on where we are within the blockchain industry's growth and where we go from here. Let's get into it. Connect with the guest Blockchange https://blockchange.vc/ Disclaimer  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.

Explore the transition from accounting to crypto investing with Jim from Figment Capital, focusing on blockchain middleware and Eigenlayer security. Dive into intense blockchain transactions and contrarian views on Bitcoin L2 solutions and live music experiences with Fish. Wrap up with discussions on show attendance, merchandise, and social media for Figment Capital.

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.

In this episode, Ben sits down with Homer Sun, Managing Partner of Animoca Capital. Following an illustrious career as the CIO of Morgan Stanley’s Private Equity business in Asia, Homer took the web3 plunge to launch Animoca’s first growth equity fund. Now at Animoca Capital, Homer is investing in category defining blockchain-related businesses 3-4 years before a potential IPO or strategic acquisition. Let's get into it. Connect with the guest Animoca https://www.animoca-capital.com/ Disclaimer  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.

Larry Sukernik, former corporate VC at Digital Currency Group and founder of Reverie's consulting and advisory business, discusses the founding of Reverie in the crypto industry, timing and price dynamics in the early stage private deal space, investing in the right innovations and identifying future themes in the crypto space, the danger of ideology and the importance of independent thinking, and exploring L1 tribalism and potential missed opportunities.