Building a Global, Multi-Strat Crypto Fund with Hypersphere Ventures | Jack Platts + Mehdi Farooq

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Connor and Sal are joined by guests Jack Platts and Mehdi Farooq to explore the evolving landscape of crypto investment, venture capital, and deep tech. They discuss strategies for unlocking value in crypto assets, the critical role of NAV in investment decisions, and the rise of micro strategies in deal-making. The conversation also covers the resurgence of ICOs, the importance of disciplined evaluation of investment vehicles, and the global perspectives shaping today’s crypto markets. Jack and Mehdi share insights on how podcasting drives research and networking, while emphasizing the transformative impact of deep tech on robotics and AI. The episode wraps with a look at why community building remains essential for startup success in decentralized ecosystems.

Timestamps:

00:00 - Introduction

01:47 - The Value of Podcasting

03:12 - Podcasting as a Platform for Founders

04:11 - Jack's Perspective on Podcasting

05:47 - Micro Strategy and Investment Trends

06:18 - Understanding Capital Markets

07:56 - Evaluating Investment Vehicles

11:07 - Natural Buyers for Investment Vehicles

16:00 - Long-term NAV Multiples

20:50 - 21 Capital Investment Insights

24:02 - Expanding Beyond Bitcoin

30:53 - Global Investment Perspectives

34:09 - Lessons from Polkadot

40:06 - The ICO Meta and Community Building

46:04 - DePIN Investments and Future Outlook

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.