🔥The Billion-Dollar Bet on Blockchain Infrastructure with Rennick Palley| Ep. #92
Update: 2025-05-22
Description
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: ck@ckogan.com 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
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