Scenius Studio (Episode #42)
Min Teo -- Ethereal
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 Min Teo, Co-Founder and Managing Partner of Ethereal Ventures.
Together with Joe Lubin, Min leads one of the industry’s most well-respected early-stage venture firms. With an impressive track record that includes seed stage bets in EigenLayer and Aztec Protocol, Min has a knack for uncovering blue ocean categories and companies before they become consensus.
See below👇 for a sneak peak of the episode, links to the podcast, topics discussed and resources mentioned.
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Apple
In this episode we discuss:
Reflections on Min’s investments from her time leading Consensys’ venture arm
Ethereal’s position as a seed stage firm and what they do to help early-stage projects reach crucial milestones
Information flow in crypto and the corresponding competition that quickly emerges around promising ideas
Intents and developer tooling as categories that still need funding and growth
Founder and VC incentives around token launches and how the game is evolving
The rapid rotation of capital and the current tension between VC backed projects and retail-dominated memecoins
How Min would explain the fundamentals of crypto to a traditionally-trained investor
Consensys suing the SEC and the rally call for crypto companies to stand together again regulatory overreach
Min’s spiciest takes 🌶
Resources Mentioned
We hope you enjoy listening to this conversation with Min. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪