50th Episode Special Edition 🍾
Panel With Leading Hedge Fund Managers
In this 50th episode special edition, Ben sits down with three elite liquid token hedge fund managers who represent some of the most important firms in crypto.
Pranav Kanade of Van Eck (Episode #17), David Kalk of Reflexive (Episode #28), and Joe McCann of Asymmetric (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.
See below👇 for links to the podcast, topics discussed, and resources mentioned.
Spotify
Apple
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 🌶️
Resources Mentioned
Goldman Democrat victory basket vs. Republican victory basket
Marc Andreesen $50k grant kickstarting AI agent memecoin craze
We hope you enjoy listening to this conversation with Pranav, Joe, and David. If you got any value out of the podcast then please consider sharing Scenius Studio with your network. Cheers to the next 50 episodes 💪