The Blockcrunch Podcast

Finding 3x vs 200x bets: Secrets of a NFT Trading Fund - Spencer, Spencer Ventures, Ep. 238


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Have you ever wondered how professionals invest and trade NFTs?

 

How is it that some are seemingly able to time the market perfectly and accurately value something that supposedly trades on cultural relevance and memetic desire?

 

In this Blockcrunch episode, Spencer Sand-Gordon, Founder of Spencer Ventures, an NFT-only crypto fund demystifies NFT trading and shares with us:

  • Entering and exiting NFT positions

  • How to build investment theses for NFTs

  • Future of NFT markets

 

Host: Jason Choi @mrjasonchoi . Not financial advice.

 

 

Timestamps:

(00:00:00) – Introduction to Spencer

(00:03:13) – Spencer’s background 

(00:06:30) – Starting an NFT-only fund

(00:11:09) – Trading NFTs as a fund

(00:17:07) – Sizing positions on NFTs

(00:25:13) – Underwriting different collections

(00:35:29) – NFT investing based on quantitative data

(00:38:20) – Different NFT investment instruments

Sponsor message:

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Today, Filecoin focuses primarily on storage as an open service, but looks to build the infrastructure to store, distribute and transform data.

 

Join the Space Warp program (Live until March 2023) to be among the first to build on the Filecoin Virtual Machine (FVM) https://spacewarp.fvm.dev/

 

 

More Resources:

Guest

Spencer Sand-Gordon’s Twitter: https://twitter.com/sgsand1

Spencer Ventures’ Twitter: https://twitter.com/venturespencer

Spencer Ventures’ Website: https://www.spencer.vc/

 

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi’s Twitter: https://twitter.com/mrjasonchoi

 

 

Disclaimer:

The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

 

Full disclaimer: https://blockcrunch.substack.com/about

 

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