Scenius Studio

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.

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.

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.

In this episode, Ben sits down with Adam Benayoun Founder and General Partner of Collider Ventures. Collider is Israel’s preeminent blockchain-dedicated venture capital fund. Over the last five years, Adam has been investing in the asset class and steering blockchain and digital asset policy in Israel alongside Israeli-born blockchain unicorns such as Fireblocks and Starkware. Collider seeks to back Israeli teams where blockchain intersects with traditional areas of Israeli technological strength such as cybersecurity and cryptography. Amid the recent geopolitical turmoil in Israel and Palestine we thought this was an important episode to share. Let's get into it. Resources Mentioned Starkware Fireblocks Fhenix Connect with the guest Collider https://www.collider.vc/ Follow Collider on Twitter/X https://twitter.com/ColliderVC 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 sit downs with Alex Lange Founding Partner of Inflection based out of Berlin. Prior to launching Inflection Alex held roles at Google and Index Ventures where he leveraged his technical acumen and deep understanding of hardware to begin exploring cutting edge and non-consensus blockchain investing. Now at Inflection, Alex invests into both the infrastructure and application layer as the firm continues to build its brand as a premier European based early-stage venture fund. Let's get into it. Connect with the guest Inflection https://inflection.xyz/ Follow Alex on Twitter/X https://twitter.com/AlexLangeVC 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.

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.

Evgeny Gokhberg, founder and CIO of re7 Capital, discusses the future of on-chain finance and the challenges of working with service providers in the DeFi space. They also talk about R7's strategies and new vehicles, the possibility of turning on the fee switch for Uniswap, blending decentralized finance (DeFi) with centralized finance (CFI), DeFi themes and real-world assets, and the importance of active asset management in crypto investing.

In this episode, Ben sits down with David Kalk, founder and CIO of Reflexive Capital. Dave recently spun Reflexive out of Commonwealth Asset Management where he was head of global macro and digital assets. Prior to Commonwealth, Dave was CIO of Peter Thiel’s Macro Fund and a trader at Goldman Sachs. At Reflexive, Dave brings an institutional mindset and cross asset market experience to liquid tokens and the early stage venture space. Let's get into it. Resources Mentioned Commonwealth https://www.cwamgroup.com/ Connect with the guest Reflexive Capital https://www.reflexive.xyz/ 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.

Anand Iyer, Founder of Canonical Crypo and angel investor, talks about the intersection of AI and blockchain, the importance of decentralization in AI growth, and the significance of fully homomorphic encryption. He also discusses the underwriting process for pre-seed investments, the role of AI agents, and the popularity of projects like FrenTech in the crypto space.