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Scenius Studio

Latest episodes

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May 20, 2024 • 49min

Ethereal - Min Teo (Episode #42)

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.
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May 8, 2024 • 54min

Compound - Michael Dempsey (Episode #41)

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.
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Apr 15, 2024 • 51min

Plaintext Capital - Phil Bonello (Episode #40)

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.
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Mar 25, 2024 • 58min

Blockchange Ventures - Ken Seiff (Episode #39)

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.
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Mar 11, 2024 • 50min

Figment Capital - James Parillo (Episode #38)

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.
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Feb 28, 2024 • 1h 3min

LVNA Capital - Allan Cassis (Episode #37)

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.
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Feb 12, 2024 • 47min

Animoca Capital - Homer Sun (Episode #36)

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.
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Jan 22, 2024 • 56min

Reverie - Larry Sukernik (Episode #35)

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.
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Jan 3, 2024 • 42min

ex/ante - Zoe Weinberg (Episode #34)

In this episode, Ben sits down with Zoe Weinberg, Founder and Managing Partner of Ex/Ante, a venture firm investing in the next generation of privacy, security, and information tools. Prior to Ex/Ante, Zoe served on the National Security Commission on Artificial Intelligence and at Google AI. She has also had stints as an investor at the International Finance Corporation of the World Bank and at Goldman Sachs. Tune in for insights into Ex/Ante’s thesis of agentic tech and how blockchain represents a core component of the firm’s investment strategy. Let's get into it. Resources Mentioned National Secuirty Commission on Artificial Intelligence Signal Foundation Open Tech Fund The Metaverse is Coming, and the World is not Ready for it — Zoe Weinberg (NY Times article) Connect with the guest ex/ante https://www.buildexante.com/ Follow ex/ante on Twitter/X https://twitter.com/buildexante Follow Zoe on Twitter/X https://twitter.com/zweinberg 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.
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Dec 18, 2023 • 59min

Bitwise - Jeff Park (Episode #33)

In this episode, Ben sits down with Jeff Park, Head of Alpha Strategies at Bitwise. Jeff has had an illustrious career with a variety of roles at Morgan Stanley, Harvard Management Company, and Corbin Capital Partners before focusing his career on crypto and multi-manager solutions at Bitwise. Jeff’s insight into the forthcoming Bitcoin Spot ETF is timely and informative. Moreover, his measured approach when evaluating actively traded strategies demonstrates his mastery of various methods of alpha generation. Tune in for insights into active and passive digital asset investment strategies. Resources Mentioned Bitcoin, Blockchain, and Crypto — by Matt Hougan David Swensen, Yale Endowment Model Binance Tri-Party Agreement Hidden Road’s Route 28 Connect with the guest Bitwise https://bitwiseinvestments.com/ Follow Bitwise on Twitter/X https://twitter.com/BitwiseInvest 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.

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