Scenius Studio (Episode #15)
Lewis Harland -- Decentral Park Capital
Scenius: The intelligence and the intuition of a whole cultural scene. The communal form of the concept of genius.
Welcome to the Scenius Studio
As a crypto dedicated Fund-of-Funds Manager at Scenius Capital, host, Ben Jacobs has the unique opportunity to speak daily with the brightest investors in the blockchain space. In Scenius Studio, Ben speaks with crypto Hedge Fund Managers and Venture Capitalists in wide-ranging, punchy, and illuminating conversations.
In each episode of Scenius Studio, Ben dives deep with these talented professionals to understand what drove them to crypto, and how they approach the complex craft of investing in the wild west of digital assets and blockchain technology. We are excited to share these discussions publicly through this podcast.
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In this episode, Ben sits down with Lewis Harland, Portfolio Manager and Head of Research at Decentral Park Capital. Lewis is a prolific writer with deep research into cutting edge valuation methodologies that leverage on chain data and analysis. His top-down valuation frameworks are widely recognized among leaders in the crypto industry while also helping steer Decentral Park's investment strategy and portfolio construction.
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In this episode we discuss:
Resources for finding signal amid the noise
Developing a thesis and the complexity of expressing that view via portfolio positions
Different frameworks for evaluating L1 blockchains
The impact of “Lindy” on the value of an L1
Incorporating technological innovation (e.g. EigenLayer) into existing Ethereum valuation frameworks
Lewis’ spiciest takes 🌶
We hope you enjoy listening to this conversation with Lewis. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪
Resources Mentioned