🔥The Billion-Dollar Bet on Blockchain Infrastructure with Rennick Palley| Ep. #92 episode artwork

EPISODE · May 22, 2025 · 1H 2M

🔥The Billion-Dollar Bet on Blockchain Infrastructure with Rennick Palley| Ep. #92

from Holistic Investment w Constantin Kogan · host Constantin Kogan

In this episode, we sit down with Rennick Palley, Founding Partner at Stratos, one of the most forward-thinking venture firms backing the next generation of blockchain infrastructure.💼 With a unique background in macroeconomics and deep roots in capital markets, Rennick shares how he’s identifying the real long-term winners in crypto — beyond the hype and headlines.🔥 What you'll learn:- How Stratos is positioning for the future of decentralized finance- The traits top crypto founders actually need to succeed- Why infrastructure is the most overlooked investment frontier- Lessons from Rennick’s journey from MIT to Web3 VC💡 Whether you're a builder, investor, or crypto skeptic, this episode delivers hard-won wisdom from one of the sharpest minds in the space.🧠 “We don’t invest in trends. We invest in what endures.” – Rennick Palley Follow Rennick Palley: 🔗 LinkedIn: / https://www.linkedin.com/in/rennick-palley-b8747838/ 🔗Twitter/ https://x.com/RennickPalley Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan ✉️ For any business inquiries, email me here: [email protected] Subscribe to my channel 🔗 / @constantinkogan Follow me on socials: 🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan 📸 Instagram: / constkogan 🐦 Twitter: / constkogan 🎙️ Podcast: https://anchor.fm/constantinkogan Timestamps:00:16 Intro – Holistic Investments & Stratos 01:41 - Beginnings at Sanders Capital 06:56 - Failing to convince an iconic equity investor to join crypto 06:26 - How much money was raised 09:32 - Adoption & product market fit for crypto 14:50 - Deal funding cycles 19:28 - VC extinction - 3x min in 10 years 22:25 - Biggest lessons for raising funds as a VC 27:19 - Portfolio construction27:58 - Top valuation for a project 32:32 - Average check size per deal 34:00 - Lead investor role 37:19 - Liquid strategy 43:00 - No lock up period 47:03 - Methodology behind finding the best meme coins 48:23 - Blue chips in meme coins 50:38 - 100x exit 52:40 - Stablecoin 10x growth 57:45 - Philosophy of meme investments 1:00:15 - Meaning of life for Joshua Drop your thoughts in the comments! What’s the future of VC investing? Let’s talk Web3! #Crypto #Web3 #Blockchain #TrustWallet #Joe Flanigan #Bitcoin #DeFi #CryptoWallet #Tokenomics #Binance #CryptoSecurity #Web3Future #DecentralizedFinance #CryptoPodcast #TechTrends #defi #CryptoCommunity #WalletLife #Web3Revolution #CryptoInvesting #maplefinance #stratos #rennickpalley #decentralizedfinance #lending #defilending #borrowing #defiborrowing #dogecoin #b2b #dataanalytics #memcoins #budgetdeficit #stablecoin

In this episode, we sit down with Rennick Palley, Founding Partner at Stratos, one of the most forward-thinking venture firms backing the next generation of blockchain infrastructure.💼 With a unique background in macroeconomics and deep roots in capital markets, Rennick shares how he’s identifying the real long-term winners in crypto — beyond the hype and headlines.🔥 What you'll learn:- How Stratos is positioning for the future of decentralized finance- The traits top crypto founders actually need to succeed- Why infrastructure is the most overlooked investment frontier- Lessons from Rennick’s journey from MIT to Web3 VC💡 Whether you're a builder, investor, or crypto skeptic, this episode delivers hard-won wisdom from one of the sharpest minds in the space.🧠 “We don’t invest in trends. We invest in what endures.” – Rennick Palley Follow Rennick Palley: 🔗 LinkedIn: / https://www.linkedin.com/in/rennick-palley-b8747838/ 🔗Twitter/ https://x.com/RennickPalley Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan ✉️ For any business inquiries, email me here: [email protected] Subscribe to my channel 🔗 / @constantinkogan Follow me on socials: 🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan 📸 Instagram: / constkogan 🐦 Twitter: / constkogan 🎙️ Podcast: https://anchor.fm/constantinkogan Timestamps:00:16 Intro – Holistic Investments & Stratos 01:41 - Beginnings at Sanders Capital 06:56 - Failing to convince an iconic equity investor to join crypto 06:26 - How much money was raised 09:32 - Adoption & product market fit for crypto 14:50 - Deal funding cycles 19:28 - VC extinction - 3x min in 10 years 22:25 - Biggest lessons for raising funds as a VC 27:19 - Portfolio construction27:58 - Top valuation for a project 32:32 - Average check size per deal 34:00 - Lead investor role 37:19 - Liquid strategy 43:00 - No lock up period 47:03 - Methodology behind finding the best meme coins 48:23 - Blue chips in meme coins 50:38 - 100x exit 52:40 - Stablecoin 10x growth 57:45 - Philosophy of meme investments 1:00:15 - Meaning of life for Joshua Drop your thoughts in the comments! What’s the future of VC investing? Let’s talk Web3! #Crypto #Web3 #Blockchain #TrustWallet #Joe Flanigan #Bitcoin #DeFi #CryptoWallet #Tokenomics #Binance #CryptoSecurity #Web3Future #DecentralizedFinance #CryptoPodcast #TechTrends #defi #CryptoCommunity #WalletLife #Web3Revolution #CryptoInvesting #maplefinance #stratos #rennickpalley #decentralizedfinance #lending #defilending #borrowing #defiborrowing #dogecoin #b2b #dataanalytics #memcoins #budgetdeficit #stablecoin

NOW PLAYING

🔥The Billion-Dollar Bet on Blockchain Infrastructure with Rennick Palley| Ep. #92

0:00 1:02:13

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom. Mind The Music Radio - Artist Well-Being In Electronic Music The Unicorn Mothership This radio show explores artist well-being in electronic music from a holistic viewpoint. In a series of exclusive interviews with artists and people with active roles both inside the music industry and on the outskirts of it, Eline shares with you her devotion to artist well-being and how we can provide support for artists in electronic music. The music is handpicked for each show by the guests themselves for an extra personal, mindful experience. This show runs monthly on Reform Radio, Manchester. Join in live at reformradio.co.uk or listen back online! Warning! The jingle contains binaural beats for brainwave entrainment, which only has an effect when using headphones. It is played at the beginning of the show, lasting about 45 seconds. If you’re prone to seizures, it may be best not to listen to the jingle through headphones or skip it altogether. We Study Billionaires - The Investor’s Podcast Network The Investor's Podcast Network We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter <a hre Capital Ideas Podcast Capital Group Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc.All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.For full disclosures go to capitalgroup.com/global-disclosures.

Frequently Asked Questions

How long is this episode of Holistic Investment w Constantin Kogan?

This episode is 1 hour and 2 minutes long.

When was this Holistic Investment w Constantin Kogan episode published?

This episode was published on May 22, 2025.

What is this episode about?

In this episode, we sit down with Rennick Palley, Founding Partner at Stratos, one of the most forward-thinking venture firms backing the next generation of blockchain infrastructure.💼 With a unique background in macroeconomics and deep roots in...

Can I download this Holistic Investment w Constantin Kogan episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!