Scenius Capital (@SceniusCapital)

-Exploits (Kelp DAO) are part of an emerging system, they don’t stop the buildout, they refine it
-TradFi goes deeper as Schwab rolls out crypto trading platform
-Real adoption continues to expand (DoorDash/stablecoins)

The stack is coming together 👇
sceniuscapital.substack.com/p/scenius-sync…

sceniuscapital.substack.com Scenius Sync (Issue # 201) Payward to acquire Bitnomial for up to $550M, Charles Schwab to rollout spot BTC & ETH trading, Kalshi to launch crypto trading with perps, DoorDash to offer stablecoin payments, & Base launches Azul

Scenius Capital @SceniusCapital Apr 16

The convergence is accelerating

Market structure, liquidity, and access are evolving together

The next phase is already underway 👇

sceniuscapital.substack.com/p/scenius-sync…

sceniuscapital.substack.com Scenius Sync (Issue # 200) Goldman Sachs files for BTC ETF, Kraken confirms IPO filing, NHN KCP to build own Layer 1 on Avalanche, Deutsche Borse invests $200M in Payward, & Drift gets $148M funding from Tether

Scenius Capital @SceniusCapital Apr 9

Stablecoins, ETFs, and 24/7 markets accelerating

The next phase of market structure is being built in real time...

TradFi 🤝 Crypto is no longer a question, it's happening! 👇

sceniuscapital.substack.com/p/scenius-sync…

sceniuscapital.substack.com Scenius Sync (Issue # 199) FDIC approves GENIUS Act proposal, CME offers 24/7 crypto trading, Morgan Stanley debuts BTC ETF, Standard Chartered weighs integration with Zodia Custody, & Polygon Labs explores stablecoin venture

Scenius Capital @SceniusCapital Oct 31, 2024

This was a banger

Ben Jacobs Verified account @bennypjacobs Oct 31, 2024

🚨 Scenius Studio: 50th Episode Special Edition 🍾

In this celebratory 50th episode, I sit down with three elite liquid token hedge fund managers. This is my favorite episode yet.

Pranav Kanade @vaneckpk of @vaneck_us (Episode #17), David Kalk of Reflexive (Episode #28), and Joe McCann @joemccann of @goasymmetric (Episode #16) 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.

In this episode we discuss:

➔ Positioning the portfolio in anticipation of next week’s election
➔ Bitcoin dominance in an inflationary environment and timing the rotation into alts
➔ Which altcoins to own if the industry goes risk-on in a favorable macro and regulatory environment
➔ What would have to be true to justify a position in ETH rather than BTC or SOL
➔ Dynamics impacting the next 12 months of liquid token trading: retail participation, VC-backed token launches, and institutional involvement
➔ Stripe’s acquisition of Bridge and expressing a thesis of stablecoin growth in the liquid token markets
➔ AI agents and the related memecoin mania
➔ How to manage the portfolio given LP allocations tend to spike in the late innings of a bull market
➔ Biggest mistakes made as a GP/CIO since launching their firms
➔ Spicy takes 🌶️

Hope you enjoy this episode of Scenius Studio. Cheers to 50 more. Link to listen on Spotify below (also available on Apple)👇

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Scenius Capital @SceniusCapital Feb 26, 2024

Managing Partner Ben Jacobs sharing earned insights! Check it out 💪

Ben Jacobs Verified account @bennypjacobs Feb 26, 2024

Scenius Capital keeps a finger on the crypto pulse by tracking, diligencing, and investing into liquid token hedge funds and blockchain VC Funds.

We just published our Annual Letter. Below are 5 reflections and forward-looking insights into the crypto asset management industry👇
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