Scenius Capital

🚨 Scenius Studio (Episode #44) In this episode, I sit down with Carlos G. Pereira, Partner at BITKRAFT Ventures. 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. In this episode we discussed: ➔ The history of BITKRAFT and the firm’s decision to launch a crypto-dedicated gaming strategy ➔ The impact of gaming on younger generations and their digital-first approach to the world ➔ Categories within gaming that BITKRAFT invests in ➔ The three phases of crypto’s disintermediation of the gaming industry ➔ On-chain games. What does it mean in practice and what is possible with 100% blockchain-based games? ➔ Different formats (mobile, VR, desktop) and how they will evolve with crypto ➔ Blockchain gaming is under heat for not producing the results everyone has been expecting. Where are people’s negative judgements misplaced? ➔ Post-mortem of play-to-earn ➔ Venture dynamics in crypto gaming given the long-duration of game development and the incongruence of fast-paced token launches ➔ Will crypto be integrated into existing AAA games or will a new AAA game emerge with blockchain embedded in the game’s infrastructure ➔ Carlos’ spiciest takes 🌶️ Hope you enjoy this episode of Scenius Studio. Links to listen below👇 Spotify: https://lnkd.in/gftbp_aA Apple: https://lnkd.in/gUwDJq4a

Haseeb is one of the greats.

🚨 Scenius Studio (Episode #42) In this episode, I sit down with Min Teo, Co-Founder and Managing Partner of Ethereal Ventures. Together with Joseph 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. In this episode we discussed: ➔ Reflections on Min’s investments from her time leading Consensys’ venture arm ➔ Ethereal’s position as a seed stage firm and what they do to help early-stage projects reach crucial milestones ➔ Information flow in crypto and the corresponding competition that quickly emerges around promising ideas ➔ Intents and developer tooling as categories that still need funding and growth ➔ Founder and VC incentives around token launches and how the game is evolving ➔ The rapid rotation of capital and the current tension between VC backed projects and retail-dominated memecoins ➔ How Min would explain the fundamentals of crypto to a traditionally-trained investor ➔ Consensys suing the SEC and the rally call for crypto companies to stand together again regulatory overreach ➔ Min’s spiciest takes 🌶 Hope you enjoy this episode of Scenius Studio. Links to listen below👇 Spotify: https://lnkd.in/g8yXu9ie Apple: https://lnkd.in/gVAAuxhg

🚨 Scenius Studio (Episode #41) In this episode, I sit 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. In this episode we discussed: ➔ The cross-pollination of ideas and commercial frameworks between non-crypto verticals and crypto ➔ The overabundance of blockspace and why VCs are to blame ➔ Publishing investment theses online and the benefits of publicly sharing strong opinions ➔ What would happen to token prices if the SEC declared that they were NOT securities ➔ Power laws in crypto and whether they apply to the asset class ➔ The AI community’s perspective of crypto and how they receive certain decentralized AI projects ➔ Continuously honing your edge as a venture investor to prevent alpha decay ➔ Michael’s spiciest takes 🌶 Links to listen below👇 Apple: https://lnkd.in/gxZzgYmX Spotify: https://lnkd.in/gnpvUhAn

🚨 Scenius Studio (Episode #40) In this episode, I sit down with Philip 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 finds creative ways to express related trades before the narrative gets hot. In this episode we discussed: ➔ The evolution of Phil’s research and investment approach following stints at Messari, Ikigai, and Grayscale before launching Plaintext ➔ How Phil uncovers narratives early and the indicators he uses to evaluate the merit of a new investment opportunity ➔ Deep dive into Bittensor and $TAO. Why is this project so important and so misunderstood ➔ Other emerging categories and opportunities at the intersection of blockchain x AI (i.e. autonomous agents) ➔ Consumer apps that Phil believes have early signals of success ➔ Why the team is bullish on Solana as their primary large cap token investment ➔ Memecoins and why are they red hot right now ➔ Our current place in the cycle and whether BTC or alts lead from here ➔ Phil’s spiciest takes 🌶️ Links to listen below👇 Spotify: https://lnkd.in/gKSw5yar Apple: https://lnkd.in/gj-ydr2i

Was the first english-speaking guest on the Revolución da la Riqueza podcast! Gracias to my amigo Javier Morodo for having me on the show. Check out the episode for insights into Scenius Capital, current trends within crypto markets, and more. https://lnkd.in/gvNhdsJu

🚨 Scenius Studio (Episode #38) In this episode, I sit down with James Parillo, Managing Partner of Figment Capital. Following a career in taxation and accounting, Jim developed an expertise in digital assets, which opened up the door to the world of venture investing. Now, as part of a collaboration with Figment, the industry's leading institutional staking provider, Jim and his team invest into critical infrastructure and middleware supporting the growth of the blockchain industry. In this episode we discussed: ➔ Helping out early-stage blockchain businesses think about their operations ➔ Why EigenLayer’s version of shared security is poised for success vs. other previous attempts at the concept ➔ Liquid Restaking Tokens (LRTs) and the dynamics of delegating ETH to provide security to AVSs (Actively Validated Services) ➔ Interoperability via IBC and account abstraction that will unleash the power of app-chains built on Cosmos ➔ The benefits of the Move programming language and the implications for apps built on a Move L1 like Sui ➔ What are '“Intents” and the utility of this primitive beyond more efficient transaction routing ➔ Jim’s spiciest takes 🌶 Links to listen below👇 Spotify: https://lnkd.in/gpDMxsEZ Apple: https://lnkd.in/gQuN_B74

When Crypto is heating up, there is even more to Sync up on than in a normal week. We hope issue # 90 of our Scenius Sync is helpful. #cryptocurrency #bitcoin https://lnkd.in/e_9k3KZ2

Great insights from Allan Cassis on the state of the liquid token markets post-etf, crypto x AI, and institutional participation with Avalanche. Tune in!

🚨 Scenius Studio (Episode #36) In this episode, I sit 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. In this episode we discuss: ➔ The history of Animoca brands and its current business units ➔ Why launch a growth equity fund dedicated to late-stage blockchain companies ➔ The market of exit opportunities for growth-stage blockchain companies ➔ How blockchain investing is similar to investing in Asia during the early 2000s ➔ Homer’s response to allocators when they ask “where are the use-cases?” ➔ Inputs for underwriting a growth-stage blockchain business ➔ What Hong Kong welcoming web3 means in practice ➔ Homer’s spiciest takes 🌶️ Links to listen below👇 Spotify: https://lnkd.in/gJpx6jHg Apple: https://lnkd.in/gj9XZUNx