Scenius Studio (Episode #29)
Evgeny Gokhberg -- re7 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 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 Evgeny Gokhberg, Founder and CIO of re7 Capital based out of the UK.
Evgeny is a DeFi OG having formed re7 as one of the first true on-chain market neutral hedge funds in the asset class. Now Evgeny operates three vehicles: a market neutral fund, an ETH yield fund, and a directional long-biased strategy as part of a joint venture with Republic. Nobody knows the opportunity set and shortcomings of DeFi better than Evgeny and in this episode we cover a lot of ground as to what the future of on-chain finance looks like.
See below👇 for a sneak peak of the episode, links to the podcast, topics discussed and resources mentioned.
Spotify
Apple Podcasts
In this episode we discuss:
Why DeFi was the first real use-case for blockchain technology
The evolution of operating a market neutral DeFi-focused hedge fund since 2020
Why TVL is a flawed metric for measuring the health of DeFi
How DeFi protocols can attract liquidity and users without token incentives
What a fully integrated CeFi x DeFi world looks like
Interoperability and cross-chain trading solutions
Whether DeFi tokens are investable or not using a fundamental lens
What emerging innovation excites Evgeny the most in the DeFi world
Evgeny’s spiciest takes 🌶️
Resources Mentioned
We hope you enjoy listening to this conversation with Evgeny. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪