Scenius Studio

In this 50th episode special edition, Ben sits down with three elite liquid token hedge fund managers. Pranav Kanade of Van Eck, David Kalk of Reflexive, and Joe McCann of Asymmetric represent some of the best CIOs, traders, and big-picture thinkers in our industry. Leading into a consequential election with BTC knocking on the door of all-time-highs, we couldn’t think of a better way to celebrate 50 episodes of Scenius Studio than to get these three guys around the horn. Let's get into it. Connect with the guests Pranav Kanade: Joe McCann David Kalk 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 Jason Kam, Founder of Folius. Folius has become the preeminent blockchain venture firm focused on the application layer, with a strong focus on China-based founders and companies. While Folius is known as a high-signal venture firm, the firm’s liquid strategy constitutes a notably larger percentage of AUM. Jason’s experience as a PM at a traditional emerging markets focused hedge fund give him the skills to navigate the chaotic digital asset public markets. Let's get into it. Connect with the guest Folius https://www.folius.ventures/ Follow Folius on Twitter/X https://x.com/foliusventures Follow Jason on Twitter/X https://x.com/MapleLeafCap 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 Jack Platts, CEO and CIO of Hypersphere. Jack was part of the founding team at Polkadot leading their BD and marketing efforts before launching Hypersphere in 2020. In 2022, Jack avoided the various implosions within blockchain and managed to return 620m in profits to his LPs. Now Jack is managing a multi-manager hedge fund as well as the fund’s next venture vehicle. Let's get into it. Connect with the guest Hypersphere https://www.hypersphere.ventures/ Follow Hypersphere on Twitter/X https://twitter.com/hypersphere_ Follow Jack on Twitter/X https://twitter.com/jackbplatts 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 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 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 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 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. Let's get into it. Connect with the guest Figment Capital https://www.figmentcapital.io/ Follow Figment Capital on Twitter/X https://twitter.com/FigmentCapital Follow James on Twitter/X https://twitter.com/VelvetMilkman 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.