Timing "Category Zeitgeist" in Pre-Seed Investing

SPICE CAPITAL PRESENTS: 🔥 🌶 HOT SAUCE 🌶 🔥 

Here at Spice Capital, we’re focused on making big bets in areas primed for rapid change. To do that, we believe it’s important to stay up to date with what some of the most exciting thinkers and builders are saying day-to-day as well as mixing up your content intake with some fun from the corners of the internet. We know there’s a lot of noise and the space can feel overwhelming. Don’t worry! We’re here to be the Hot Sauce in your bag so you can make sure you always keep things spicy!

Zeitgeist

Oh Zeitgeist…we love it we hate it we need it.

Everyone knows to NEVER build an investment strategy around it.

Buy low, sell high baby.

Very few VC investors actually internalize this principle. I don’t know why I was surprised by this almost 3 years into Spice Capital. The stock market exists at its scale because of this very same ego-driven consumer psychology. I would even argue that institutional investors get more swayed by narrative than retail because they are managing outside capital so the incentive is to invest in what’s hot NOW. not Tomorrow.

I’m here to transparently offer a solution for VCs to avoid buying the top and selling the bottom. I don’t mind sharing this “alpha” because

1) it is obvious…

2) Likely, nobody will listen to me 🙂 

SOLUTION: Run a VC-Zeitgeist vibe check on every investment you’re considering making.

Ask yourself. What part of the hype cycle are we in?

Conduct an a analysis on VC blog posts and market maps to see which categories are trending and RUN in the opposite direction.