On My Mind | Michael Dempsey | Substack

What tracking changes in narratives tells us about conviction, depth, and emotions during times of exuberance and volatility

Michael Dempsey

Mar 6

A post on how FDV is no longer a meme and emissions could create a true power law in crypto...and one on how the US maintains its dynasty without using…

Michael Dempsey

Jan 19

Why narratives are no longer king, how commercialization expectations are changing, and what deep tech founders should do in 2023

Michael Dempsey

Nov 29, 2022

Being too early versus too late, and how to lose the AI race as a founder and investor

Michael Dempsey

Oct 20, 2022

Navigating go-to-market, product, and customer development during the most dangerous phase of an emerging category

Michael Dempsey

Sep 20, 2022

What we might get wrong when investing in equities, tokens, and liquid assets across multiple cycles

Michael Dempsey

Aug 30, 2022

How a psychological shift in wealth creation, risk/reward appreciation, and There Is No Alternative will lead to investors bidding farther out on the…

Michael Dempsey

Jul 25, 2022

How early talent flows into emerging ecosystems and the difficulty in building for seemingly inevitable futures

Michael Dempsey

Jul 14, 2022

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