Scenius Studio (Episode #40)
Phil Bonello -- Plaintext 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.
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In this episode, Ben sits down with Phil Bonello, Co-Founder and CIO of Plaintext Capital.
Phil is an industry veteran having spent time at Messari, Ikigai, and Grayscale before launching Plaintext. Phil is a fundamental investor who understands what moves crypto markets intimately. He has a proven ability to find emerging trends and then finds creative ways to express related trades before the narrative gets hot.
See below👇 for a sneak peak of the episode, links to the podcast, topics discussed and resources mentioned.
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In this episode we discuss:
The evolution of Phil’s research and investment approach following stints at Messari, Ikigai, and Grayscale before launching Plaintext
How Phil uncovers narratives early and the indicators he uses to evaluate the merit of a new investment opportunity
Deep dive into Bittensor and $TAO. Why is this project so important and so misunderstood
Other emerging categories and opportunities at the intersection of blockchain x AI (i.e. autonomous agents)
Consumer apps that Phil believes have early signals of success
Why the team is bullish on Solana as their primary large cap token investment
Memecoins and why are they red hot right now
Our current place in the cycle and whether BTC or alts lead from here
Phil’s spiciest takes 🌶️
Resources Mentioned
We hope you enjoy listening to this conversation with Phil. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪