Scenius Studio (Episode #26)
Gaby Goldberg & Jon Moore -- TCG Crypto
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.
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In this episode, Ben sits down with Jon Moore and Gaby Goldberg of The Chernin Group Crypto (TCG). At TCG, Gaby and Jon invest in web3 consumer applications and related infrastructure. Deploying out of a $120mm Fund I, TCG has and continues to invest in payments, collectives, gaming, entertainment, and consumer related utility products. The fund has a unified thesis around digital ownership unlocking net-new and business accretive opportunities. Tune in for unique insights into the application layer, mobile, wallets, and more.
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In this episode we discuss:
Durable consumer use cases that will onboard the most net-new crypto users
The evolution of TCG’s consumer thesis and the fund’s new barbell framework
Does “passion” exist in crypto beyond speculation?
Web2 brands integrating web3 tooling vs. crypto-native brands
NFT’s future as a customer acquisition hack
The implications of blockchain infrastructure on consumer crypto investing
The evolution of wallets and what future iterations can unlock for mobile-first applications
GMI vs. NGMI: gaming, music, payments, and DAOs
TCG portfolio companies that represent different components of their investment thesis
Flamin’ hot spicy takes 🌶
Resources Mentioned
We hope you enjoy listening to this conversation with Jon and Gaby. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪