Scenius Studio (Episode #48)
Jason Kam -- Folius
In this episode, Ben sits down with Jason Kam, Founder of Folius.
Folius has become the preeminent blockchain venture firm focused on the application layer, with a strong focus on China-based founders and companies. While Folius is known as a high-signal venture firm, the firm’s liquid strategy constitutes a notably larger percentage of AUM. Jason’s experience as a PM at a traditional emerging markets focused hedge fund give him the skills to navigate the chaotic digital asset public markets.
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:
Jason starting off his crypto journey as an anon on Twitter
Overview of Folius as a firm
The shaky position of Ethereum
What has to be true for Folius to underwrite an altcoin position for the fund
The Web2 push and the Web3 pull in China
Risks and realities of crypto in China and Hong Kong
Asia-based centralized exchanges and their current dominance over the industry
How Telegram tracks against WeChat
Folius’ bet on Catizen and the development of the Telegram app ecosystem
Jason’s spiciest takes 🌶️
Resources Mentioned
We hope you enjoy listening to this conversation with Jason. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪