Scenius Studio (Episode #36)
Homer Sun -- Animoca
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 Homer Sun, Managing Partner of Animoca Capital.
Following an illustrious career as the CIO of Morgan Stanley’s Private Equity business in Asia, Homer took the web3 plunge to launch Animoca’s first growth equity fund. Now at Animoca Capital, Homer is investing in category defining blockchain-related businesses 3-4 years before a potential IPO or strategic acquisition.
See below👇 for a sneak peak of the episode, links to the podcast, topics discussed and resources mentioned.
Spotify
Apple
In this episode we discuss:
The history of Animoca brands and its current business units
Why launch a growth equity fund dedicated to late-stage blockchain companies
The market of exit opportunities for growth-stage blockchain companies
How blockchain investing is similar to investing in Asia during the early 2000s
Homer’s response to allocators when they ask “where are the use-cases?”
Inputs for underwriting a growth-stage blockchain business
What Hong Kong welcoming web3 means in practice
Homer’s spiciest takes 🌶️
Resources Mentioned
We hope you enjoy listening to this conversation with Homer. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪