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Connor and Sal are joined by 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.