Alt Thinking July 31, 2025
DeFi Decoded Podcast

Investing in Crypto Investors with Ben Jacobs of Scenius Capital

205- Investing in Crypto Investors with Ben Jacobs of Scenius Capital
Investment Team
  • Jake Moodie
    Analyst, Digital Asset Group
    Jake Moodie
    Analyst, Digital Asset Group
    Jake Moodie is an Analyst with the Digital Asset Group at Ninepoint Partners, initially joining the Firm in December 2022. He works on the Ninepoint Crypto and AI Leaders ETF, conducting research across cryptoassets and crypto–and-AI-related public equities. In addition to his research and writing, he actively contributes to the development and exploration of innovative strategies to further expand the Ninepoint Digital Asset Group’s platform, while also supporting investor communications and...
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"I became obsessed with crypto because it felt like the most important technological shift of our time" – Ben Jacobs

Join Andrew Young as he decodes the world of Web3 with special guest Ben Jacobs, Co-Founder and Managing Partner of Scenius Capital. Listen in as they discuss Ben’s background and crypto journey, the current state of the liquid crypto hedge fund universe, the rise of digital asset treasury companies and how they compare to traditional fund strategies, what’s going on in the crypto venture environment, how leading crypto fund managers are thinking about this phase of the market cycle, key crypto use cases on the horizon, how the industry will evolve over the next five years, and more.

TIMESTAMPS

[0:00] Introduction
[1:49] Ben’s Crypto Journey
[12:17] State of Liquid Crypto Hedge Funds
[21:23] Digital Asset Treasury Companies
[27:55] Crypto Venture Environment
[37:50] Fund Managers’ Perspective on Market
[51:05] How Crypto Will Evolve Over Next Five Years
[55:10] Conclusion

 

 

 

Part of Ninepoint’s DeFi Decoded Podcast Series. Available at Google, Apple, and Spotify Podcasts.

The opinions, estimates and projections contained within this recording are solely those of Ninepoint Partners and are subject to change without notice. Ninepoint makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Ninepoint assumes no responsibility for any losses or damages,  whether direct or indirect, which arise out of the use of this information. These views are not to be considered investment advice nor should they be considered a recommendation to buy or sell. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Important information about the Ninepoint Partners Funds, including investment objectives and strategies, purchase options, and applicable management fees, and other charges and expenses, is contained in their respective prospectus, or offering memorandum. Please read these documents carefully before investing. We strongly recommend that you consult your investment advisor for a comprehensive review of your personal financial situation before undertaking any investment strategy. For more information visit ninepoint.com/legal. This report may not be reproduced, distributed, or published without the written consent of Ninepoint Partners LP.