Scenius Studio (Episode #41)
Michael Dempsey -- Compound
Scenius: The intelligence and the intuition of a whole cultural scene. The communal form of the concept of genius.
Welcome to the Scenius Studio
As a crypto-dedicated Fund-of-Funds Manager at Scenius Capital, host, Ben Jacobs has the unique opportunity to speak daily with the brightest investors in the blockchain space. In Scenius Studio, Ben chats with crypto Hedge Fund Managers and Venture Capitalists in wide-ranging, evergreen, and alpha-focused conversations.
In each episode of Scenius Studio, Ben dives deep with these talented professionals to understand what drove them to crypto, and how they approach the complex craft of investing in the wild west of digital assets and blockchain technology. We are excited to share these discussions publicly through this podcast.
If you find this show valuable, please subscribe and share The Scenius Studio with your network. See below for details on this week’s episode.
In this episode, I sit down with Michael Dempsey, Managing Partner of Compound.
At Compound, Michael oversees investments in AI/ML, robotics, biology, and of course crypto. His cross-industry knowledge and deep understanding of blockchain-native challenges and commercial opportunities makes him stand out from the crowd.
See below👇 for a sneak peak of the episode, links to the podcast, topics discussed and resources mentioned.
Spotify
Apple
In this episode we discuss:
The cross-pollination of ideas and commercial frameworks between non-crypto verticals and crypto
The overabundance of blockspace and why VCs are to blame
Publishing investment theses online and the benefits of publicly sharing strong opinions
What would happen to token prices if the SEC declared that they were NOT securities
Power laws in crypto and whether they apply to the asset class
The AI community’s perspective of crypto and how they receive certain decentralized AI projects
Continuously honing your edge as a venture investor to prevent alpha decay
Michael’s spiciest takes 🌶
Resources Mentioned:
We hope you enjoy listening to this conversation with Michael. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪