In this episode, I sit down with Phil Bonnello, co founder and CIO of Plaintext Capital. Phil is an industry veteran, having spent time at Masari, Ikigai, and Grayscale before launching Plaintext. Phil is a fundamental investor who understands what moves crypto markets intimately. He has a proven ability to find emerging trends and then find creative ways to express related trades before the narrative gets hot.

Let's get into it.

Timestamps

2:12 What is your background?

4:52 What have you learned from your analyst jobs prior to starting Plaintext?

6:26 What does the quant layer look like in crypto?

8:12 What made you start Plaintext?

10:15 What is your research process like?

11:59 What makes a project investable for you?

14:31 What appealed to you the most about TAO?

20:33 Where does BitTensor fit in the decentralized AI space?

23:25 What other Crypto AI projects you’ve invested in?

29:08 Have you invested in any projects that appeal to the commercial market?

35:00 What is $Crown?

38:45 Do you have any meme coins in your portfolio and why are they so popular?

42:09 Where are we in the current cycle?

48:04 What is your most contrarian take on crypto?

49:35 What is your most contrarian take outside of crypto?

50:19 Where can people learn more about you?

Resources Mentioned

Messari https://messari.io/

0x (ZRX) https://0x.org/

TAO https://bittensor.org/

Nina https://www.ninaprotocol.com/

Photo Finish https://photofinish.live/

Connect with the guest

Plaintext Capital https://plaintextcapital.com/

Follow Phil on Twitter/X https://twitter.com/PhilJBonello

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.

Plaintext Capital - Phil Bonello (Episode #40)

Scenius Studio