Scenius Studio

In this episode, I sit down with Thejas Nalval, Co-Founder and CIO of Parataxis Capital.

After nearly a decade at Goldman Sachs, Thejas made the jump into crypto and ultimately launched Parataxis in 2020. Since then, he has managed the firm’s flagship fund across multiple cycles while building out a range of strategies for investors with very different risk and return mandates.

What I find particularly interesting about Thejas is that he doesn’t subscribe to any one way of making money in crypto. His view is that markets evolve so quickly that a strategy generating alpha today can be obsolete 18 months from now. The job is to continually find new pockets of opportunity and know when to dial risk up or down.

With markets heating up again, I was excited to get him on the show. We cover everything from outperforming Bitcoin and generating repeatable alpha to forced sellers, Hyperliquid, tokenization, and where Bitcoin fits in a portfolio today.

Let’s get into it.

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Parataxis https://www.parataxis.io

Disclaimer 

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.

In this episode, Ben sits down with Greg Girasole, Co-Founder of Motus.

Greg and team have built one of the top performing token-native hedge funds in the industry. With multiple years of outperformance over all benchmarks (including BTC), the team has demonstrated an ability to repeatedly generate alpha and manage crypto’s notorious volatility. When allocators are looking elsewhere for returns crypto hedge funds shine bright. Excited for the Scenius Studio audience to get to know Greg and Motus.

Let's get into it. 

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Motus ⁠https://motus.capital/

Disclaimer 

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.

In this episode, Ben sits down with Lasse Clausen, co-founder and managing partner of 1kx.

With Lasse at the helm and roots dating back to 2018, 1kx has become one of the industry’s most reputable venture firms with a deep-research, thesis driven investment approach. The team recently released the second iteration of their Cost of Trust thesis which frames where they believe the largest crypto outcomes will come from over the next few cycles.

Lasse is a true professional with a firm grip on evolving crypto venture  dynamics. I learned a ton from this episode and I’m thrilled to share it with the Scenius Studio audience. Let’s get into it.

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1kx https://1kx.capital/

Disclaimer 

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.

In this episode Ben sits down with Stan de Maistre, Founder of Belem Capital. Belem operates one of the largest DeFi native, delta neutral strategies in the industry. With purely on-chain alpha sources, Belem strives to offer consistent, low-volatility returns irrespective of the broader market environment. With 400m in AUM, Belem has established itself as one of the premier crypto-native hedge funds that has won the interest of traditional allocators looking for yield.

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Belem Capital⁠⁠ https://www.belemcapital.com

Disclaimer 

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.

In this episode, Ben sits down with Ben Forman, Founder and Managing Partner of ParaFi Capital, a $2bn+ AUM crypto dedicated institutional investment firm, pursuing a range of strategies.

Since founding the firm in 2018, Ben has repeatedly found creative means of launching strategies and delivering returns for his LP base. Ben’s ability to sniff out opportunities at the edges of liquid and private markets separates ParaFi from the fly by night crypto firm. We cover a lot of ground in this show so let's get into it.

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ParaFi Capital⁠ https://parafi.com/

Disclaimer 

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.

In this episode, we’re returning to our bread and butter.

We’ve explored use-cases but what the people really want is insights into how the top investors are positioning themselves in this rapidly evolving and dynamic asset class. In this episode, we dig into the crypto market neutral space with one of the largest and most sophisticated players out there.

Vadim Khramov, the Founder, CEO, and CIO of Edge Capital has built a behemoth by understanding DeFi and risk management better than most. His firm operates a range of on-chain strategies while offering investors various crypto-denominated share classes. No one understands the investment challenges and opportunities in DeFi better than Vadim so let's get into it.

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Edge Capital https://edgecapital.xyz/

Disclaimer 

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.

In this episode, Ben sits down with Prabhakar Reddy, Founder and CEO of OpenFX.

OpenFX is the fastest growing blockchain start up you’ve never heard of and Prabhakar is one of the industry’s most revered and proven founders. OpenFX has built a global FX system using stablecoins and blockchain rails to process tens of billions of volume per month while serving many large fintech providers. Prabhakar is no stranger to growth, however. As co-founder of FalconX, he scaled crypto’s first prime broker to unicorn status before starting OpenFX. This is a special and episode and I’m thrilled to share it with the Scenius Studio audience.

Let's get into it. 

Connect with the guest

OpenFX ⁠https://www.openfx.com/

Follow OpenFX on Twitter/X https://x.com/openfx_/

Disclaimer 

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.

In this episode, Ben sits down with David Choi, Co-Founder of USD.AI.

USD.AI is an emblematic project for crypto’s promise in the real world. The protocol leverages the strengths of DeFi to solve a bottle neck and pain point in the rabid AI infrastructure build out. By facilitating GPU backed loans, USD.AI unlocks capital efficiency for these companies scaling AI while providing real yield to on-chain lenders. David and the USD.AI team have caught lightning in a bottle and we’re thrilled to share their story with the Scenius Studio audience.

Disclaimer 

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.

In this episode, Ben sits down with Zain Zaidi, founder of Transcrypts.

Through Transcrypts, Zain has developed a solution that elegantly tackles two of blockchain’s most fundamental applications: identity and ownership of private data. To start, Transcrypts empowers individuals to receive proof of employment and income verification in a trusted and private manner. But this is just the beginning. Soon Transcrypts will allow for various forms of critical private data to be brought on-chain in a legible format that can be used ubiquitously by traditional organizations and institutions.

Let's get into it. 

Connect with the guest

TransCrypts https://www.transcrypts.com/

Follow TransCrypts on Twitter/X https://x.com/transcrypts_

Disclaimer 

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.

In this episode, Ben sits down with Cooper Turley, Founder of Coop Records

Cooper has invested in and helped build many of the blockchain industry’s more culture and creator focused projects. Now he is combining music, his other passion and area of expertise, with blockchain to develop a novel protocol for musical artists to distribute their music while empowering consumers to earn for their curation. Cooper is a rare talent with a deep understanding of the music and crypto industries. If anyone could figure out how crypto can disrupt the rigid, weird world of music, it’s Cooper.

Let's get into it. 

Connect with the guest

Coop Records https://www.cooprecords.xyz/

Follow Coop on Twitter/X ⁠⁠https://x.com/cooprecsmusic

Follow Cooper Turley on X https://x.com/cooopahtroopa

Disclaimer 

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.