Medici Level Up with Jack Platts, Co-Founder of Hypersphere
In this episode of Level Up, David Grider and Sean Farrell sit down with Jack Platts, Founder, CEO, and CIO of Hypersphere, to discuss how digital asset investing has evolved over the last market cycle. Jack shares lessons from launching funds during the 2020 bull market, adapting investment strategies after the 2022 downturn, and expanding beyond crypto into broader technology themes like AI, rare earths, and brain-computer interfaces. The conversation also examines portfolio construction, concentrated investing, crypto AI opportunities, Bitcoin’s evolving macro role, and how institutional appetite for digital assets is changing.
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Key Points From This Episode:
[00:00:00] Introduction to Jack Platts and Hypersphere
[00:02:32] Jack’s early crypto background and launching Hypersphere
[00:03:16] Evolution of Hypersphere’s investment strategies since 2020
[00:06:45] Breakdown of Hypersphere’s fund structures and liquid strategies
[00:08:33] Identifying thematic opportunities and developing investment edge
[00:09:34] Research process, information gathering, and idea generation
[00:10:41] Team structure and incorporating LLMs into portfolio analysis
[00:13:04] Portfolio construction through concentration and conviction
[00:15:56] Risk management and continuously re-underwriting positions
[00:18:30] Balancing liquid and illiquid investments across technology sectors
[00:20:18] Investments in SpaceX, Neuralink, and rare earth supply chains
[00:22:24] Expanding beyond crypto while maintaining dedicated crypto exposure
[00:25:17] Comparing crypto performance to broader technology markets
[00:27:18] Historical fund performance and managing through the 2022 downturn
[00:28:47] Recognizing changing market conditions and reducing exposure in 2021
[00:31:20] Macro market outlook and Bitcoin’s geopolitical relevance
[00:33:44] Crypto sectors with potential upside including lending and exchanges
[00:36:02] Crypto AI opportunities and key projects under evaluation
[00:37:49] How LP appetite for crypto funds has evolved since 2021
[00:41:02] Why investors should remain engaged with the crypto asset class
Links:
The Medici Network: https://www.medici.network/
Podcast Site: https://levelup.medici.network/
Hypersphere: https://www.hypersphere.capital/
Interested in being a Guest? Connect with Elmira on X: https://x.com/elmira_yilham
Co-Hosts
David Grider, Finality Capital - https://x.com/David_Grid
Sean Farrell, Fundstrat Global Advisors - https://x.com/SeanMFarrell
Guests
Jack Platts, Hypersphere
LinkedIn - https://www.linkedin.com/in/jack-platts-b0407360
Production and editing by The Podcast Consultant - https://thepodcastconsultant.com/