Scenius Studio (Episode #17)
Pranav Kanade -- Van Eck
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 chats with crypto Hedge Fund Managers and Venture Capitalists in wide-ranging, evergreen, and alpha-focused 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.
If you find this show valuable, please subscribe and share The Scenius Studio with your network. See below for details on this week’s episode.
In this episode, Ben sits down with Pranav Kanade, Portfolio Manager of Van Eck's Digital Assets Alpha Fund. Pranav left an illustrious career as a credit Portfolio Manager at Millennium to lead Van Eck’s active crypto hedge fund strategy. The institution's robust platform paired with Pranav's thesis-driven investment process shines a light on how TradFi and crypto are blending together at the highest level of the investment world.
Spotify
Apple Podcasts
In this episode we discuss:
The Shapella upgrade and why ERC-4337 is more important
Applying Pranav’s credit and distressed investing background to crypto
Pitching Jan Van Eck on launching an active crypto hedge fund strategy
The realities of operating a digital assets strategy at an institutional asset manager
Expressing an investment thesis around stablecoins
Infrastructure that needs to be built for institutions to participate on-chain
CBDCs vs. privately managed stablecoins
The correlation of digital assets and how that influences Pranav’s portfolio construction
Pranav’s spiciest takes 🌶
Resources Mentioned