Providing curated access to best-in-class crypto and blockchain investment opportunities

PARTNER CONTENT

Scenius Capital, winner of the Fund of Funds of the Year: Annual Excellence Award at the Hedgeweek Global Digital Assets Awards 2025, provides investors with curated access to best-in-class crypto and blockchain technology opportunities via portfolio funds, co-investment, and direct investment. Ben Jacobs, Co-Founder and Managing Partner, outlines what gives the firm an edge in the market and how it’s positioned to benefit from the evolving regulatory environment.

Please describe your firm’s flagship investment strategy and what makes it special. 

Scenius Capital is a blockchain-dedicated investment firm pursuing multi-manager strategies. Our Fund of Hedge Funds product allocates to long-biased, discretionary managers generating alpha through asset selection, capital rotation, and unique trade expression. 

What are the three key selling points of your business and investment thesis? 

Our robust operational and investment due diligence mitigates risks inherent to digital asset trading, while our investments into strategies across private and liquid markets give us an information edge. Our survival and track record of over four years, provides us with unique experience and a lens through which we manage our portfolio across cycles..

How would you describe the role your investment strategy played in helping your clients navigate the economic landscape of the past 12 months?  

At this point in time, we view bitcoin as a core and important position in the portfolio and we are allocated to managers who own BTC beta, trade around BTC with various instruments, or denominate their funds in BTC. This approach has allowed us to benefit from bitcoin’s strength, particularly in a market where BTC dominance remains elevated. At the same time, we continue to back select funds with exposure to alternative digital assets. We see real value creation across the crypto ecosystem, and in a more favorable regulatory environment, these positions have the potential to outperform at specific points in the cycle. 

What has been the most significant change you’ve observed in the global crypto industry in the past 12 months?​ 

The regulatory climate in the US has shifted meaningfully, with the SEC stepping back from many of its lawsuits against domestic blockchain companies. As a result, the US has re-emerged as a leading destination for both builders and investors. This marks a complete reversal from the environment during Gary Gensler’s time at the SEC. The broader regulatory acceptance is now accelerating institutional adoption of digital assets and blockchain technology. 

How do you see investor appetite shifting over the next 12 months? 

Bitcoin has hit new all-time highs, and real use cases are generating meaningful revenue, yet the broader public still seems unaware of how rapidly the industry is evolving. That will likely change with the emergence of a breakthrough app or a novel primitive that captures the cultural zeitgeist (much like NFTs in 2021). When it does, we’ll see another wave of intense market activity this time with deeper institutional participation. Whether it’s a major sovereign adopting BTC or a consumer product or experience that captures global attention, something will break through. I wouldn’t be surprised if it happens within the next 12 months.

Ben Jacobs, Co-Founder and Managing Partner, Scenius Capital – Ben has been investing professionally in the digital asset space since 2021, with a focus on both liquid and private strategies. Ben also hosts *Scenius Studio*, a podcast that features leading investors and showcases the most compelling use cases emerging from the industry.