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Scenius Studio (Episode #30)
Rennick Palley -- Stratos
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.
Rennick is known for his research and understanding of blockchain infrastructure which he integrates into his equity research background. Stratos’ thought leadership into value accrual and token design offers unique insight for those interested in digital asset and network fundamentals.
See below👇 for a sneak peak of the episode, links to the podcast, topics discussed and resources mentioned.
In this episode we discuss:
The current sentiment among builders, investors, and allocators in Asia vs. the U.S.
What the world looks like if the infrastructure Stratos invests in is successful
Monetary assets vs. Financial assets and the implications on token valuation
L2’s current positioning and their quest to become sovereign
How shared security alters these project’s plans to achieve monetary asset status and resulting premium
Data availability and what the current industry leaders (e.g. Celestia & EigenDA) enable via modularity
Fuel, Dymension, and the next wave of roll-up/L2 innovation
Rennick’s spiciest takes 🌶️
We hope you enjoy listening to this conversation with Rennick. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪