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TCG Crypto - Gaby Goldberg & Jon Moore (Episode #26)

TCG Crypto - Gaby Goldberg & Jon Moore (Episode #26)

FromScenius Studio


TCG Crypto - Gaby Goldberg & Jon Moore (Episode #26)

FromScenius Studio

ratings:
Length:
62 minutes
Released:
Aug 16, 2023
Format:
Podcast episode

Description

In this episode, Ben sits down with Jon Moore and Gaby Goldberg of The Chernin Group Crypto. At TCG, Gaby and Jon invest in web3 consumer applications and related infrastructure. Deploying out of a $120mm Fund I, TCG has and continues to invest in payments, collectives, gaming, entertainment, and consumer related utility products. The fund has a unified thesis around digital ownership unlocking net-new and business accretive opportunities. Tune in for unique insights into the application layer, mobile, wallets, and more. Let's get into it.

Timestamps
2:00 What consumer use-case has the opportunity to onboard durable new users to crypto?
4:25 What is your background?
10:27 How has the team developed TCG's thesis and how has it evolved?
16:21 Are there examples of "passion" not driven by speculation/financialization in crypto?
19:08 Can you elaborate on how Arkive represents a new consumer experience?
24:21 Web2 brands integrating web3 tooling vs. web3 native brands?
31:03 How do you think about the integration of consumer with crypto infrastructure when investing?
36:18 How can crypto transition into mobile?
42:47 What is GMI vs. NGMI in crypto gaming?
43:41 What is GMI vs. NGMI in crypto music?
44:50 What is GMI vs. NGMI in crypto payments?
45:51 What is GMI vs. NGMI in DAOs?
46:50 What are some projects that you’re excited about?
55:29 What is your spiciest take within crypto?
58:22 What is your spiciest take outside of crypto?
1:01:16 Where can people learn more about you?

Resources Mentioned
Bright Moments
Hume
Arkive
Flamingo
Medallion
Pudgy Penguins
Y00ts to Ethereum
Rainbow Wallet
Sphere
Curio
Jia
Finance Fairer by TCG
Ledger Recover
Once Upon - Block explorer

Connect with the guest
TCG Crypto
Gaby Goldberg
Jon Moore

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.
Released:
Aug 16, 2023
Format:
Podcast episode

Titles in the series (41)

With this podcast, we aim to give listeners inside access to the best and brightest investors in the crypto asset management space. In each episode, host, Ben Jacobs will chat with a leading crypto and blockchain venture fund or hedge fund manager as we explore the complexities of operating an investment fund at the bleeding edge of innovation.