Spencer Gordon-Sand (Spencer Ventures) - Intelligent capital allocation in the NFT markets

In this week’s episode, we sit down with Spencer Gordon Sand, the mastermind behind Spencer Ventures. Before launching Spencer Ventures, Spencer was a competitive fencer, Magic the gathering player, and startup enjoyooor. 

We dive into Spencer’s investment thesis behind NFTs and how his fund invests, finding and buying distressed assets in a bear market , point farming optimization, a peak behind the 3AC liquidation and dickbutt buys, and so much more.

Season Four is officially powered by Arbitrum and our content is now redistributed across Rug Radio and Decrypt’s platforms. If you’ve never felt the frictionless transactions at lightning speeds on the world’s most decentralized L2, what are you waiting for?

Head on over to http://portal.arbitrum.io to check out their growing ecosystem where you can explore 600+ apps and even participate in missions to earn points.

0:00 Intro
2:05 What is Spencer Ventures?
10:05 Working for startups
16:05 Transition from startups to crypto
19:08 NFTs are the private markets of crypto 
24:30 How do you look at the NFT ecosystem as a capital allocator?
32:15 The dickbutt story
44:41 Finding the right investors 
51:11 Bear market fund investments 
1:08:35 3AC Liquidation story 
1:21:15 Points that are worth farming
1:32:15 Exiting positions as a fund
1:43:58 How did competitive MTG, chess, and fencing help you become a better trader?
2:05:15 What would the title of your autobiography be?
2:07:35 Shoutouts
2:21:34 Buying relevance 

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DISCLAIMER: Nothing contained within this podcast is financial or investment advice, a solicitation to buy or sell any token, or to be relied upon to make any financial decisions.  The podcast hosts or guests may own tokens or art that is discussed.  All opinions shared on this podcast are those of the respective individuals only and provided for information and entertainment purposes only.

We does not condone or support the creation, buying, or selling of NFTs as a means of investment.  Please consult and work directly with qualified professionals before making any decisions related to NFTs.