Podcasts about multicoin

This week Kyle Samani joins the show to discuss the successful $1.65B raise for Forward Industries. We deep dive into how Forward Industries plan to converge between traditional markets & DeFi, the ultimate vision for the Solana treasury company, the difference between SOL & BTC DATs & why stablecoins are crypto's iPhone moment. Enjoy! Although our guest this week is an Investment Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.--Follow Kyle: https://x.com/KyleSamaniFollow Jason: https://x.com/JasonYanowitzFollow Empire: https://twitter.com/theempirepod--Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJhStart your day with crypto news, analysis and data from David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts--Welcome to Get Real — Web3's first-ever campaign rewarding you for creating real-world value. Connect your devices to real-world apps on peaq and earn rewards for: Measuring noise pollution Providing compute Mapping the word And more Total prize pool: 5% of $PEAQ's initial supply. Get Real is relaunching soon — follow peaq on X and get ready.--Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/--Timestamps: --Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

TODAY'S HEADLINES:Major Ledger + JavaScript Supply-Chain Scare – Malicious code with billions of downloads sparks urgent audits across wallets and infra providers.Jump, Multicoin & Galaxy Launch $1.65B Solana Treasury Firm – Institutional backing positions Solana as a long-term treasury asset.Nasdaq Files SEC Proposal to Trade Tokenized Securities – Seeks approval to allow securities listed on Nasdaq to trade in tokenized form.HashKey Launches $500M Digital Treasury Fund in Hong Kong – Strengthens city's push as Asia's digital asset hub.Worldcoin Surges 50% on $270M Investment from Eightco – AI-linked token rides funding wave despite regulatory controversies.LITTLE BITZStandard Chartered now expects the Fed to cut rates by 50 bps next week after weak U.S. jobs data.Nasdaq to invest $50 million in Winklevoss-founded crypto exchange GeminiWHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostEmail: kyle@dailycryptonews.net*****Magic Newton Wallethttps://magic.linkTrader Cobb X: @TraderCobbhttps://www.thegrowmeco.com/Editing Serviceshttps://www.contentbuck.com——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! I AM NOT AN EXPERT! I DO NOT GUARANTEE A PARTICULAR OUTCOME I HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT! Hosted on Acast. See acast.com/privacy for more information.

Matheus Moura is CEO and co-founder of Avenia, a stablecoin-powered financial infrastructure platform that aims to reshape money movement across the Americas. We discuss the thesis that every company will eventually become a financial services company - and how Avenia is building the infrastructure to enable this with their "one API" approach.You can connect with Matheus on Linkedin------------------------------------------------------------------Brazil Crypto Report is presented by AveniaIf you're building a wallet, a crypto consumer app, or a global payment platform, Avenia is your bridge to Latin America. Instantly connect to PIX, SPEI, and CBU using stablecoins — with one API. No banks. No FX desks. No SWIFT. Move money globally, with full compliance and real-time settlement. Learn more at ⁠avenia.io⁠.------------------------------------------------------------------Brazil Crypto Report is presented by P2P.MeP2P.me is the fastest way to buy and sell crypto in Brazil using Pix: direct, secure, and fully onchain. Backed by Multicoin and Coinbase Ventures, P2P.me offers a compliant on and off ramp with, ZK-KYC, and no hidden fees. You can easily use P2P.me to pay PIX QR codes in Brazil using your USDc balance. Topup, scan and pay. Visit ⁠br.p2p.me⁠ to get started and earn $50 per operation limit.------------------------------------------------------------------

Guilherme Bettanin is the Brazil country manager for Base, the Coinbase-incubated Ethereum Layer 2 network that has become the largest such protocol by transaction volume and total volume locked. He joins host Aaron Stanley to discuss adoption on Base, use cases such as AI, DeFi and creator economy, and Base's expansion and community building efforts in Brazil and Latin America.You can connect with Guilherme on X/TwitterJoin the Base Brasil Discord channel and give a follow on X/Twitter to follow this exciting ecosystem------------------------------------------------------------------Brazil Crypto Report is presented by AveniaIf you're building a wallet, a crypto consumer app, or a global payment platform, Avenia is your bridge to Latin America. Instantly connect to PIX, SPEI, and CBU using stablecoins — with one API. No banks. No FX desks. No SWIFT. Move money globally, with full compliance and real-time settlement. Learn more at avenia.io.------------------------------------------------------------------Brazil Crypto Report is presented by P2P.MeP2P.me is the fastest way to buy and sell crypto in Brazil using Pix: direct, secure, and fully onchain. Backed by Multicoin and Coinbase Ventures, P2P.me offers a compliant on and off ramp with, ZK-KYC, and no hidden fees. You can easily use P2P.me to pay PIX QR codes in Brazil using your USDc balance. Topup, scan and pay. Visit br.p2p.me to get started and earn $50 per operation limit.------------------------------------------------------------------

Crypto News: Bitcoin continues its downward price action. Gemini launches XRP card. Galaxy Digital, Multicoin & Jump look to Raise $1B for Solana Treasury Company, Chainlink forms partnership with SBI Group. Grayscale files S-1 with SEC to convert Avalanche Trust into spot AVAX ETF.Show Sponsor - ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/ 

AI Takeover

Brazil's Central Bank shocked the market by removing blockchain from its signature Drex CBDC project and pivoting to a simpler vision. After driving Brazil's blockchain adoption for years, is this a rug pull or an opportunity for private sector leadership?Host Aaron Stanley is joined by Gustavo Cunha (Fintrender CEO, former banking executive) and Marcos Sarres (GoLedger CEO, Hyperledger specialist) to unpack this pivotal moment. We explore why Ethereum's privacy challenges, extended development timelines, and multi-bank coordination proved too complex, plus the broader factors including US stablecoin trends and Central Bank leadership changes.Despite the apparent setback, DREX transformed Brazil's financial landscape - major banks now have 20-30 person blockchain teams and multiple tokenization projects are launching. The key question: who will fill the leadership vacuum and drive Brazil's tokenized future forward?------------------------------------------------------------------Brazil Crypto Report is presented by AveniaIf you're building a wallet, a crypto consumer app, or a global payment platform, Avenia is your bridge to Latin America. Instantly connect to PIX, SPEI, and CBU using stablecoins — with one API. No banks. No FX desks. No SWIFT. Move money globally, with full compliance and real-time settlement. Learn more at avenia.io.------------------------------------------------------------------------------------------------------------------------------------Brazil Crypto Report is presented by P2P.MeP2P.me is the fastest way to buy and sell crypto in Brazil using Pix: direct, secure, and fully onchain. Backed by Multicoin and Coinbase Ventures, P2P.me offers a compliant on and off ramp with, ZK-KYC, and no hidden fees. You can easily use P2P.me to pay PIX QR codes in Brazil using your USDc balance. Topup, scan and pay. Visit br.p2p.me to get started and earn $50 per operation limit.------------------------------------------------------------------

A daily update on what's happening in the Rocket Pool community on Discord, Twitter, Reddit, and the DAO forum. #RocketPool #rpl #Ethereum #eth #crypto #cryptocurrency #staking #news Podcast RSS: https://anchor.fm/s/cd29a3d8/podcast/rss Anchor.fm: https://anchor.fm/rocket-fuel Spotify: https://open.spotify.com/show/0Mvta9d2MsKq2u62w8RSoo Apple Podcasts: https://podcasts.apple.com/us/podcast/rocket-fuel/id1655014529 0:00 - Welcome 0:46 - Price action https://www.binance.com/en/trade/ETH_USDT?theme=dark&type=spot https://www.binance.com/en/trade/BTC_USDT?theme=dark&type=spot https://hypurrscan.io/address/0xb78d97390a96a17fd2b58fedbeb3dd876c8f660a Rocket Pool news3:45 - Saturn Devnet 4 https://discord.com/channels/405159462932971535/405163979141545995/1405345454190755920 https://twitter.com/Rocket_Pool/status/1955909880537338214 https://twitter.com/Rocket_Pool/status/1956005464195654049 7:09 - BTSC earnings mention RP https://discord.com/channels/405159462932971535/405163713063288832/1405292355707338894https://x.com/charles_btcs/status/1955947551913353535? 9:40 - All time high RP TVL https://x.com/rp_intern/status/1955797841210957846 10:38 - Huge rETH leverage available https://app.euler.finance/positions/0x218c9e961fC5f6c8280bA160365FAbe8A53Ec6E5/0x5ADAde21c703912547BFc8952fe1B52f09437E2A?network=unichain https://x.com/drjasper_eth/status/1955989001384448238 https://discord.com/channels/405159462932971535/998627604686979214/1405552303783547051 16:59 - STAR update https://discord.com/channels/1109303903767507016/1334181145629425704/1404893802447245384 17:57 - Rocket Pool as Ethereum's backbone https://twitter.com/Rocket_Pool/status/1955434412243657215 19:42 - Phiz asks when smart node GUIhttps://x.com/superphiz/status/1955613038104526947 https://discord.com/channels/405159462932971535/405163713063288832/1405244065397604473 https://x.com/steventhomare/status/1955627778075955442? 26:56 - Smoigel's prophecy hits https://discord.com/channels/405159462932971535/405163713063288832/1405439813674340352 https://discord.com/channels/405159462932971535/405163713063288832/1405531225078235146 Ethereum news 29:58 - AI agents on Ethereum https://x.com/ethereum/status/1955673870998143383 34:51 - EF fighting FUD https://x.com/hwwonx/status/1955678196718072124? 36:46 - Blob fee limit hits https://x.com/donnoh_eth/status/1955978941803454844 38:31 - SER update https://x.com/CryptoGucci/status/1955752630833062342 https://www.strategicethreserve.xyz/ 40:35 - ETF update https://x.com/nategeraci/status/1955819938326737304? https://farside.co.uk/eth/ In other news 42:18 - Was it Saylor all along? https://x.com/MikeIppolito_/status/1955606885442179298 https://x.com/drjasper_eth/status/1955632159190110239 https://x.com/jon_charb/status/1944187913941471269 https://x.com/fabdarice/status/1955642520278618420 46:24 - Problems with archttps://x.com/adamscochran/status/1955257074318823568? https://x.com/ethereumjoseph/status/1955347856669204812? https://x.com/TrustlessState/status/1955462168352297121 Multicoin's bad trade https://x.com/evan_ss6/status/1955664389748515241 https://x.com/Jrag0x/status/1955667794491510799 46:47 - Sick burn https://x.com/l3olanza/status/1955442023399342336

David Lawant and Josh Barkhordar are Head of Research and Head of Sales, respectively, at FalconX - one of crypto's largest institutional prime brokerages. We discuss the company's recent entrance into Brazil, principally via new partnerships with BTG Pactual and Mercado Bitcoin. We also talk about crypto market dynamics including the rise of digital asset treasury companies, pro-crypto regulatory changes under the Trump Administration and the significance of a new US rule permitting 401k retirement fund access to cryptoBrazil Crypto Report is a media partner for Bitso Business's Stablecoin Conference to be held August 27-28 in Mexico City. ----------------------Brazil Crypto Report is presented by AveniaIf you're building a wallet, a crypto consumer app, or a global payment platform, Avenia is your bridge to Latin America. Instantly connect to PIX, SPEI, and CBU using stablecoins — with one API. No banks. No FX desks. No SWIFT. Move money globally, with full compliance and real-time settlement. Learn more at avenia.io.-----------------------------------------------P2P.me is the fastest way to buy and sell crypto in Brazil using Pix: direct, secure, and fully onchain.Backed by Multicoin and Coinbase Ventures, P2P.me offers a compliant on and off ramp with, ZK-KYC, and no hidden fees.You can easily use P2P.me to pay PIX QR codes in Brazil using your USDc balance. Topup, scan and pay.Visit ⁠⁠br.p2p.me ⁠⁠to get started and earn $50 per operation limit.------------------------------------------------------------------

Alisia Painter is co-founder and COO at Botanix Labs, builder of the Botanix blockchain that serves as a Layer 2 on bitcoin. Botanix brings EVM compatibility and smart contract programmability to bitcoin, opening the door for new types of financial products and services on bitcoin. We discuss how Alisia's experiences working in Brazil introduced her to bitcoin and, more importantly, convinced her that bitcoin needs to function as more than just digital gold if it's going to fulfill its potential. You can connect with Alisia on Linkedin----------------------Brazil Crypto Report is presented by AveniaIf you're building a wallet, a crypto consumer app, or a global payment platform, Avenia is your bridge to Latin America. Instantly connect to PIX, SPEI, and CBU using stablecoins — with one API. No banks. No FX desks. No SWIFT. Move money globally, with full compliance and real-time settlement. Learn more at avenia.io.-----------------------------------------------P2P.me is the fastest way to buy and sell crypto in Brazil using Pix: direct, secure, and fully onchain.Backed by Multicoin and Coinbase Ventures, P2P.me offers a compliant on and off ramp with, ZK-KYC, and no hidden fees.You can easily use P2P.me to pay PIX QR codes in Brazil using your USDc balance. Topup, scan and pay.Visit ⁠br.p2p.me ⁠to get started and earn $50 per operation limit.------------------------------------------------------------------

Daren Guo is the co-founder of Reap, a Hong Kong-based stablecoin and payments infrastructure provider focused on emerging markets.We discuss how Daren's experience as an early Stripe employee helped him identify the pain points in the cross-border payments landscape, and how Latin America is now Reap's fastest-growing market. ----------------------Brazil Crypto Report is presented by AveniaIf you're building a wallet, a crypto consumer app, or a global payment platform, Avenia is your bridge to Latin America. Instantly connect to PIX, SPEI, and CBU using stablecoins — with one API. No banks. No FX desks. No SWIFT. Move money globally, with full compliance and real-time settlement. Learn more at avenia.io.-----------------------------------------------P2P.me is the fastest way to buy and sell crypto in Brazil using Pix: direct, secure, and fully onchain.Backed by Multicoin and Coinbase Ventures, P2P.me offers a compliant on and off ramp with, ZK-KYC, and no hidden fees.You can easily use P2P.me to pay PIX QR codes in Brazil using your USDc balance. Topup, scan and pay.Visit br.p2p.me to get started and earn $50 per operation limit.------------------------------------------------------------------

For episode 498, Founder Burnt Banksy joins Brandon Zemp to discuss Xion, the first walletless L1 blockchain purpose built for consumer adoption. Utilizing protocol-level implementations related to abstracted accounts, signatures, fees, interoperability, and more, XION empowers developers to build secure, intuitive, and seamless user experiences. The project has raised over $36M from top-tier investors including Animoca, Circle, Multicoin, Arrington Capital, Spartan, and more.Three years ago, Burnt Banksy's act of burning a physical Banksy ignited global discourse on NFTs and Web3, exposing the industry's flaws. The story was covered by leading publications including Bloomberg, CoinDesk, GQ, CoinTelegraph, BBC, CBS, and is often cited as the catalyst of the NFT revolution. Now, through the XION blockchain, founder Burnt Banksy leads a mission to democratize Web3 to the masses, making ownership accessible to all by removing unnecessary barriers and complications through chain abstraction.

In today's episode Dan Smith, Head of Data at Blockworks, joins Empire to break down why traditional crypto metrics are flawed. The episode begins with analysis of recent crypto payment acquisitions and Trump's proposed US Token Reserve, before diving deep into blockchain metrics and why REV matters more than active addresses or TVL. Dan explains Solana's outperformance of Ethereum through the lens of network revenue, examines Base's dominance in the L2 landscape, and closes with insights on Multicoin's new Solana inflation proposal. - - Help us shape the future of Empire. Fill out our audience survey and give us your thoughts: https://empire-31ed59.beehiiv.com/forms/01a0ba12-61d0-4a12-a6c6-8bbcdb3b0060 Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Dan: https://x.com/smyyguy Follow Blockworks Res: https://x.com/blockworksres Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - GEODNET's native token, GEOD, can be easily mined with a GEODNET Satellite Miner, presenting a unique opportunity to generate passive income. By setting up a GEODNET base station, you can join this groundbreaking Web3 ecosystem that is powering the future of AI and robotics. Join the revolution today and learn more at https://geodnet.com. - - Unichain is a fast, decentralized L2 that's built to be the home for DeFi and liquidity across chains. To stay updated on news including the upcoming launch of Unichain, visit www.Unichain.org or follow @Unichain on X. - - Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world's crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today. Buy now at www.Ledger.com - - Timestamps: (00:00) Introduction (01:30) Crypto's Payment Acquisitions (08:23)  Trump US Token Reserve (11:37) Bitcoin Backed Loans (17:41) What is Broken in Crypto Data (23:32) Unpacking REV (31:48) Geodnet Ad (32:46) Uniswap Ad (33:33) Ledger Ad (34:16)  Most Important Metrics (47:53) Active Addresses (55:16) MultiCoin Inflation Proposal - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Gm! This week, we're joined by Tushar Jain to discuss his most recent Solana improvement proposal to reduce Solana's inflation & switch to a market based inflation rate. We deep dive into Solana's current emission schedule, how this could be improved, Solana the asset vs the network & another SIMD proposal Tushar is preparing to announce. Enjoy! Find out more about Tushar's inflaion proposal here: https://x.com/TusharJain_/status/1879942468726079773 -- Follow Tushar: https://x.com/TusharJain_ Follow Jack: https://x.com/whosknave Follow Mert: https://x.com/0xMert_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Utilize the Solana Dashboard by Blockworks Research: http://solana.blockworksresearch.com/ -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:39) Solana's Inflation Problem (07:42) Ledger Ad (08:32) The Role Of Staking (16:46) Solana: The Asset vs The Network (20:24) Multicoin's Solana Inflation Proposal (33:17) The Role Of MEV (37:37) Risks To Reducing Inflation (47:21) Multicoin's Staking Proposal (54:53) Market Based Inflation (57:16) MEV On Solana -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Tushar Jain, co-founder and Managing Partner of MultiCoin Capital, is one of the leading voices in crypto investment. In this episode, he shares his strategy for identifying high-conviction, long-term investments in blockchain projects that are shaping trillion-dollar markets. Tushar also reveals how his team navigates market downturns, when to double down on investments, and why patience is crucial in the world of crypto. This is a must-listen for anyone looking to understand what it takes to succeed as a crypto investor. In this conversation, we cover: -Tushar's approach to finding category-defining crypto projects. -The role of decentralization in the future of tech and finance. -How to identify crypto winners in a crowded market. -Why patience and conviction matter more than timing. -Lessons learned from past crypto crashes and market cycles. __________________________________ PARTNERS

---- Although our guest this week is a Managing Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. -----

A not so long time ago, in a galaxy not so very for away, The Lads were joined by Kyle Samani, Managing Partner at Multicoin Capitol! Join us for a great discussion on the great Chain Wars, crypto's moneyness, and why Kyle says SOL will flip ETH! Although our guest this week is a Managing Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. In Episode #63 we cover: 00:00 Coming Up on Steady Lads… 02:24 Why SOL Will Flip ETH 16:38 Crypto Moneyness 23:40 Fighting Bitcoin Doesn't Accomplish Anything 35:08 Vectors of Neutrality 42:59 Solana Vs New Chains 48:46 Crypto And The Election 52:06 Pasta of the Week

In today's episode, Connor interviews Shayon Sengupta, an early investor in DePIN. They discuss the rapid growth and potential of DePIN as a business model innovation enabled by crypto. Shayon highlighted the importance of both supply and demand sides in the DePIN space, emphasizing the need for pragmatic approaches to onboarding demand. They also touched upon the unique blend of applications and infrastructure in DePIN networks, with a focus on tokenomics and value transfer. Shayon shared insights on his role as an activist investor, providing valuable guidance to portfolio companies to increase their probability of success. He emphasized the significance of being involved in decision-making at the product and distribution side, leveraging his expertise in product development. Overall, the conversation delved into the evolving landscape of DePIN, the importance of token design, and the role of investors in supporting founders in the crypto space. It was an insightful discussion that shed light on the potential and challenges of DePIN networks. 00:00 - Intro 00:57 - Introduction to DePIN's Business Model Innovation 05:30 - The Debate Between Applications and Infrastructure in DePIN 07:25 - Investor Activism and Support for Founders Although our guest this week is an Investment Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

SOL/ETH is up 300% YoY and ETH/BTC is down 50% over the last 2 years. Why is that? Why is ETH underperforming so bad? Kyle Samani is the Managing Partner & Co-Founder at Multicoin Capital. Kyle and Multicoin have been one of the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain' investment theses even before the success of Solana redefined that corner of crypto. This episode is not intended to be a debate like the Anatoly vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle's perspective and reasoning as to why ETH has been down so bad in this crypto cycle. Enjoy! ------

In this episode, Kyle Samani of Multicoin Capital discusses his integrated blockchain thesis, challenging popular narratives around modular blockchain design. He delves into the nature of blockchains as financial systems, the importance of MEV in value capture, and the potential for near-zero transaction costs. Samani also explores the trade-offs between integrated and modular approaches, the future of AppChains, and the questionable role of blockchain beyond finance. Enjoy! - - Although our guest this week is a Managing Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. - - Follow Kyle: https://x.com/KyleSamani Follow Rex: https://x.com/LogarithmicRex Follow nosleepjon: https://x.com/nosleepjon Follow Expansion: https://x.com/ExpansionPod_ Subscribe on YouTube: https://www.youtube.com/@expansionpod Subscribe on Apple: http://apple.co/4bGKYYM Subscribe on Spotify: http://spoti.fi/3Vaubq1 Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:48) The Integrated Thesis (10:26) Permissionless III Ad (17:53) Purpose of Blockchains (19:12) ZK Based AI (25:18) Limits of Solana (36:42) Trade Offs of Modular Stack (43:05) Monetization in Modular System (56:07) App Chain Thesis - - Disclaimer Expansion was kickstarted by a grant from the Celestia Foundation. Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

MacBrennan Peet is the Co-Founder @ marginfi. Backed by Multicoin, Pantera, Sino Global Capital, & Solana Ventures, marginfi is a decentralized lending and borrowing protocol on Solana. In this episode we discuss the latest leadership adjustment at marginfi, all the interesting work they're shipping over the coming year (and what it means for the ecosystem), challenges (from past, in present) and how their team thinks about solving those obstacles, and much more.Recorded Monday April 29, 2024.

In today's episode Kyle Samani from Multicoin Capital joins Michael and Hart to discuss the complex dynamics of network effects in the blockchain ecosystem. The conversation dives deep into the different types of network effects at play, the phenomenon of anti-network effects caused by high gas fees, and the potential for blockchain technology to revolutionize global finance. Kyle shares his insights on the end state of L1 blockchains, the role of interoperability, and where value may ultimately accrue in the crypto stack. Along the way, they debate the relative importance of technological innovation versus monetary characteristics in driving value. Although our guest this week is a Managing Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. -- Follow Kyle: https://twitter.com/KyleSamani Follow Hart: https://twitter.com/hal2001 Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH- - - - Arbitrum is a game-changer for daily Ethereum's users and developers, offering top applications and lower fees. As the leading scaling solution with 600+ apps, explore Arbitrum's Portal to find your perfect fit. Interact with the home of DeFi, a flourishing NFT and creator ecosystem, and a rapidly growing Web3 gaming hub – Arbitrum has it all.  Get started at: portal.arbitrum.io  - - Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity defi, consumer facing applications, and more generally allow crypto to scale to the masses. If you are interested in participating in Monad's journey, follow: https://twitter.com/monad_xyz and join: https://discord.gg/monad - - SKALE is a modular, AppChain network that offers zero gas fee transactions and instant finality. Tailored for ease of development and onboarding, SKALE's configurable EVM chains enable next-gen use cases in gaming, AI, DePin, and others. With over 20,000,000 users having saved over $6 Billion on gas fees, SKALE is the blockchain for mass adoption. Bridge to SKALE at portal.skale.space and stay up to date with the gasless blockchain at @skalenetwork Timestamps: (0:00) Intro (03:20) Interview Start: Kyle Samani (6:53) Network Effects & Blockchains (20:57) Blockchain Based Games & Social Apps 29:12 Arbitrum Ad 29:58 Monad Ad 30:57 SKALE Ad (32:14) Integrated vs Modular (34:46) Protocol vs Token Network Effects (57:16) End State of L1s (1:10:38) Outro - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Burnt Banksy is the Founder of Burnt (https://burnt.com). Backed by Animoca, Circle, Multicoin, Spartan, HashKey, & more, Burnt is a web3 foundry, on a mission to advance society's financial and creative freedom, by any means necessary. Burnt is currently building XION, the first blockchain built to make crypto, human,  by empowering developers & brands to create frictionless Web3 experiences with a toolkit that removes technical barriers for any user, anywhere. In this episode we discuss the genesis of Burnt Banksy's journey in crypto, what it means to “rebuild broken systems of ownership by any means necessary,” some interesting ways XION is seeing adoption, how to build the right team for a studio model, what's changed in crypto since 2021, his unreal plans for XION's mainnet launch, & much more.Recorded Tuesday February 6, 2024.

底层公链作为通往Web3的高速公路，一直是加密行业备受关注的领域。2020年7月，作为彼时全球最大加密衍生品交易所之一，FTX突然宣布要采用当时还名不见经传的 Solana 作为底层公链来搭建去中心化交易所Serum，此后FTX的创始人SBF也多次公开为Solana站台。这曾推动Solana一度成为公链中热度最高、最受追捧的“明星”。 然而，2022年末，随着FTX和SBF的倒台，Solana也几乎迎来了灭顶之灾。在这一事件的影响下，Solana代币的价格在短时间内经历了近250 美元的高点到不足10美元的极限下坠，大量的知名项目、创业公司也开始纷纷从Solana出逃，转而投向其他公链。 就在大家都以为Solana会就此走向没落时，谁都没想到的是，过去一年，Solana从谷底攀升、实现了巨大逆转，如今不仅代币价格又重新回到了100美元以上，生态也再次活跃起来，讨论度节节攀升。关于Solana的涅槃重生，这期节目，我们邀请到了播客《后浪》的主理人、Step N的首席营收官Mable Jiang和BODL Ventures合伙人、前链闻创始合伙人兼总编辑刘锋，来一起探讨Solana究竟具有什么样的特点，又是如何从FTX的泥沼中走出实现东山再起的。 【主播】 Vicky，《Web3 101》播客主理人 【嘉宾】 Mable Jiang， 播客《后浪》主理人、Find Satoshi Lab 首席营收官 刘锋， BODL Ventures合伙人、前链闻总编辑 【你将听到】 【Solana项目起家背后的故事】 02:40 刚成立的Solana，作为以太坊挑战者之一到亚洲融资 04:30 旧金山首见Solana创始团队，听到“历史证明机制”（Proof of History）新思路 06:50 从批判资本及交易所炒作到如今重新审视Solana生态 【FTX崩盘后，东山再起的Solana生态】 08:15 FTX崩盘初期，Solana链上大量项目经历困难时期 09:36 虽然资本市场遭受重挫，但黑客松和开发者社区仍然保持活跃 10:27 转折点：2023年下旬重做亚洲生态，Meme coin开始吸引投资者关注Solana 13:13 社区生态持续活跃的原因：黑客松的资金支持吸引高质量开发人员、开发者关系维护保证创业者体验 16:14 Solana的最大特色是高性能，大部分公链只讲故事，Solana率先实现交付可用 20:04 宕机问题是可以优化解决的，并不是协议的共识机制有问题 21:02 对开发者生态支持是把双刃剑：开发者容易追逐短期利益，一旦生态出现问题便迅速流失 23:17 年轻人在Solana上的新玩法：Meme coin为Solana积攒大量新用户 【Solana的独特性和内在生命力】 25:13 Solana是所谓的以太坊挑战者里唯一一个没有“既要又要”的 28:04 目前以太坊的很多项目都在吃老本，在易用性的支持上偏弱 30:52 公链生态现状：以太坊的地位不可动摇，但Solana是后起之秀 33:38 Meme Coin火热的两面性：对长期价值有影响，但同时让基础设施得到检验和改善 37:54 Solana的亚洲生态经验：项目的本地化能力很重要，精细化的运营和BD 43:28 创始人的信念和坚持，崩盘之后坚持跟社区打交道 【Solana的后续发展展望】 45:42 换手本质上有助于拓展共识，Solana正在经历Lindy effect 48:29 FTX的大量代币倾倒带来一定不确定性，但如果相信背后生态也可能是机遇 50:10了解Solana发展动态的渠道：Solana的播客、交易所上的项目、项目相关人员的推特、Drift和Drop的新上项目、黑客松的拿奖项目 52:34 如Render、Helium等DePIN相关项目，与Solana是在特殊情况下的结合 56:41 Solana当前面临的挑战：大资本推动的潜在风险，网络本身的稳定性仍然不足，政府监管存在黑天鹅风险 【信息拓展】 1.林迪效应（Lindy effect）：指对于一些不会自然消亡的东西，比如一种技术、一个想法，它们的预期寿命和它们目前已经存在的时间成正比。即它每多生存一段时间，它的剩余预期寿命就会增加一点。 2.DePIN (Decentralized physical infrastructure）：是指一个由用户、设备用户和企业拥有并货币化的物理基础设备网络生态系统。它可以使分布在全球的个人能够共同构建、维护和运营共有的物理基础设施网络，而无须一个单一的、中心化的实体。该生态系统包括几个部分：云网络（VPN、CDN、文件存储、数据库）、无线（5G、物联网）、传感器网络、能源网络。 3.Render Network：一个基于区块链的分布式 GPU 渲染网络平台，在 2017 年由 OTOY 公司推出，旨在连接更多创作者和空闲的 GPU，让闲置的算力为电影、动画艺术渲染提供助力。相对于中心化云渲染，Render 是无上限的去中心化网络，解决的是供需问题，打破中心化储存的限制，集合空余的 GPU，连接需要额外 GPU 算力的创作者，让资源利用最大化。 4.Helium：最有名的 DePIN 项目之一，是一个去中心化的无线网络协议，激励用户部署网关推动基于 LoRaWan 技术的全球网络。最初自己构建了 Layer1 网络，但是采用性受阻，2023年4月完成了至 Solana的迁移，期望借此机会触达更大的用户群和流动性，并充分利用 Solana 网络的高效性完成进一步拓展。 5.Mable的《后浪》播客链接：[Solana沉浮录：很多的偶然与少许的必然 (https://www.xiaoyuzhoufm.com/episode/63d7f3e7f68874008c9a5941?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9)] 【后期】 AMEI 【BGM】 Mumbai — Ooyy 【Shownotes】 Juny ​ 【在这里找到我们】 收听渠道：苹果｜小宇宙 海外用户：Apple Podcast｜Spotify｜Google Podcast｜Amazon Music 联系我们：podcast@sv101.net ​ ​ 本节目不构成任何投资建议，投资有风险，入市需谨慎

On Episode 46 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Rob Petrozzo and Riley Rosebee review the Most Interesting Chart in the World, Bundling & Unbundling, All-Time Highs, Happy Hours in SoHo and CryptoPunks are the Rookie Cards. Like and Subscribe if you enjoy the show. Chapters Welcome Rob Petrozzo (0:00) Happy Hours in SoHo (1:48) The Most Interesting Chart in the World (3:38) Whipsaw Hunting Season (4:50) CryptoPunks Are The Rookie Cards (7:30) What's Not Working? (10:41) What's Working? (12:27) The Wall of Worry (13:35) Google + Shopify (18:33) Uranium and Coal, Not Oil and Gas (20:27) The Bitcoin ETF (22:20) Crypto Follows (25:50) Culture Center Sentiment (29:06) Bundling and Unbundling, S/O ZIRP (31:22) SoHo Tastemakers (38:50) Appeal to the 10% (43:20) Golf is Too Saturated (46:33) The Vision Pro (49:39) Rotation into China (53:51) This Is Not Financial Advice (56:52) Featured Links Rally Road — https://rallyrd.com/#  Joe McCann — https://twitter.com/joemccann  Kyle, Multicoin — https://twitter.com/KyleSamani  Mike Dudas — https://twitter.com/mdudas  I want my Vision Pro, Om Malik — https://om.co/2024/01/08/vision-pro-is-coming/#more-922192  This Is Not Financial Advice — https://tv.apple.com/us/movie/this-is-not-financial-advice/umc.cmc.xpzhsanwyvzm5kupo6f3sbz3  Howard's Blog — https://www.howardlindzon.com/  JC's Blog — https://allstarcharts.com/blog/  Pearl's Prime Cuts — https://primecuts.substack.com/  Riley's Blog — https://popularprice.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  JC Parets — https://twitter.com/allstarcharts   Phil Pearlman — https://twitter.com/ppearlman  Rob Petrozzo — https://twitter.com/robpetrozzo  Riley Rosebee — https://twitter.com/be_rosebee --- Send in a voice message: https://podcasters.spotify.com/pod/show/trends-with-friends/message

Our conversation with Tushar, Cofounder and Managing Partner at Multicoin, is a refreshing change-of-pace from our usual set of topics. We talk about why crypto even needs to exist in the first place and what types of applications benefit most from the advent of permissionless digital assets. We also learn about how Tushar spots opportunities in the market from the perspective of an investor and what areas he's most excited for in the near-term. -        - Time Stamps (0:00) - Why crypto matters (9:45) - Defi's Endgame (13:57) - What doesn't need a blockchain (19:12) - DePIN's superpower (26:42) - Long-term L1 staking (33:23) - Will MEV be accepted by regulators (38:49) - Blast controversy (45:15) - How does Eth accrue value in a rollup world (49:52) - How to be early to investments (51:59) - Which narratives could lead next bull market (54:50) - Web 3 defensibility (59:05) - Could ICOs ever re-emerge? (1:00:28) - Secret to being a good founder -        - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod -        - Episode Resources Follow Tushar : https://twitter.com/TusharJain_

This episode is the opening presentation from Breakpoint 2023! You'll hear from Solana's top talent, including Anatoly, Dan Albert, Amira Valliani, Noah Prince and Mert Mumtaz. This is the Solana ecosystem deep dive you won't want to miss! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (00:52) Anatoly: The Solana Thesis (12:58) DAS 2023 Promo (13:55) Dan Albert: Firedancer Is Live On Testnet! (20:03) Amira Valliani: Client Diversity and Decentralization (27:35) Noah Prince: Only Possible On Solana (35:29) Mert Mumtaz: Now Is The Time to Build (42:18) Austin Federa and Anatoly: What's Next? - - Follow Anatoly: https://twitter.com/aeyakovenko Follow Dan: https://twitter.com/DanPaul000 Follow Amira: https://twitter.com/amiravalliani Follow Noah: https://twitter.com/redacted_noah Follow Austin: https://twitter.com/Austin_Federa Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources Link to all Breakpoint panels https://www.youtube.com/@SolanaFndn Breakpoint 2023 https://solana.com/breakpoint - - Disclaimers: Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Tushar Jain joins us to discuss how he identifies crypto applications that both create AND Tushar Jain joins us to discuss how he identifies crypto applications that create AND capture value. Tushar co-founded Multicoin Capital and is one of the most prolific investors in the space, known for his contrarian [and often correct] theses. In this episode, we cover Solana's rise from the ashes, how L1s accrue value, what crypto metrics matter, Solana's consumer chain narrative, the DePIN opportunity and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (01:31) The Solana Thesis (06:37) Internet Native Money and L1 Value Accrual  (12:28) Qualities of an Investable Application  (18:45) DePIN and New Methods of Token Distribution  (25:14) Why TVL is a Harmful Metric  (28:44) Solana's Consumer Chain Narrative  (32:09) DAS London Plug  (33:18) Metrics That Matter  (44:07) Solana's Decentralization  (47:41) Bitcoin's Problem  (55:00) Attention is Everything  (57:42) What's Your North Star? (59:51) Rapid Fire - - Follow Tushar: https://twitter.com/TusharJain_ Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources Multicoin https://multicoin.capital/ Multicoin Summit 2023 Videos https://multicoin.capital/2023/10/06/discussions-from-the-2023-multicoin-summit/ The Techn-Optimist Manifesto https://a16z.com/the-techno-optimist-manifesto/ - -  Disclaimers: Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Kyle Samani is the Founder of Multicoin Capital Kyles Twitter: ⁠https://twitter.com/KyleSamani Multicoin's Website: ⁠https://multicoin.capital/ Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: ⁠⁠https://frictionless.fund/⁠⁠ ___ Timecodes: 0:00 - Intro 1:40 - Reflection on the bear market 7:00 - Decentralized Physical Infrastructure Networks (DePIN) 14:00 - Render Network & Decentralized Compute 23:50 - Filecoin 27:15 - Supply & Demand within DePIN 29:30 - Integrated vs. Modular Design 38:30 - Pushing forward to Mainstream Adoption 41:30 - Money Crypto to Technology Crypto 47:30 - Overton Window Shifting 51:45 - First Principles Thinking 55:30 - Advice to Investors and Founders

In this spirited debate podcast episode, Tommy is joined by Kyle Samani, Co-Founder of Multicoin Capital, and Nick White, COO of Celestia Labs, to discuss the future of blockchain infrastructure. Kyle lays out the case for integrated blockchain platforms like Solana and Aptos that optimize for scalability, while Nick argues for the flexibility of modular networks like Celestia. They dive deep into the core philosophies underpinning modular versus monolithic designs when it comes to topics like scalability, verification, composability, and more. Kyle and Nick exchange perspectives professionally on whether modular systems or integrated chains will become the optimal architecture for blockchains in the long run. This intellectually stimulating discussion provides insight into the reasoning behind two schools of thought on blockchain infrastructure design. Learn about the end-state visions from Kyle and Nick as they civilly debate this important topic for the future of crypto and Web3. Resources The Hidden Costs of Modular Systems by Multicoin Capital Socials Kyle's Twitter Nick's Twitter Tommy's Twitter Follow Delphi Digital Website: ⁠⁠https://members.delphidigital.io/home⁠⁠ Twitter: ⁠⁠https://twitter.com/Delphi_Digital⁠⁠ Youtube: ⁠⁠https://www.youtube.com/@Delphi_Digital⁠ Disclosures Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi's transparency page can be viewed ⁠⁠here⁠⁠. Multicoin Capital Disclosure Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. Keywords blockchain, cryptocurrency, decentralization, web3, modular systems, integrated platforms, scalability, throughput, latency, flexibility, customizability, developers, smart contracts, consensus, proof of stake, interoperability, bridges, atomic composability, rollups, ethereum, solana, celestia, aptos, multicoin capital, infrastructure, architecture, verification, security, nodes, validation, governance, regulation, modular blockchain, monolithic blockchain,

We're joined by Kyle Samani, the co-founder of Multicoin Capital and one of crypto's most independent thinkers. In this episode, we cover why "monolithic L1s" is a misnomer, the value of global state, how a protocol establishes moats, why DePIN is finding product-market fit, how Kyle synthesizes new ideas and more! - - Timestamps: (00:00) Introduction (00:34) The Modular vs Monolithic Debate (07:43) Bootstrapping Communities (09:17) A Case for Rollups and Appchains (15:33) The Value of Composability and Globally Shared State (23:22) Crypto's Moats, Meat Space and the Saga Phone (28:38) Don't Sleep on DePIN (45:11) Spatial Computing and New Form Factors (53:42) Kyle's Thinking Process (57:49) Zero Knowledge Proof Use Cases (01:04:21) How Kyle Cultivated His Communication Style (01:06:03) Advice for Founders - - Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. - - Follow Kyle: https://twitter.com/KyleSamani Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources: Multicoin Capital https://multicoin.capital/ Unlocking Payments Over Crypto Rails https://multicoin.capital/2022/12/08/unlocking-payments-over-crypto-rails/ Stratechery (Ben Thompson) https://stratechery.com/ - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Kyle Samani (Multicoin) joins Unlayered to share his views on a litany of topics. Mainly, what role does crypto have to play in emerging technological primitives like artificial intelligence and spatial computing. The trio also discuss why so much attention has been focused on infra vs consumer apps and the historical debate on modular vs integrated software architecture. This episode is a great way to gain a 10,000ft view of the space from the perspective of one crypto's best, and often contrarian, thought leaders. (1:03) - State of the market (8:29) - Crypto social apps vs web2 (13:46) - Verticalisation of NFT marketplaces (18:47) - Will AI agents use crypto? (28:56) - Are AI bots a net good? (34:02) - Eth's social scalability problems (39:15 - The merits of different blockchain designs (47:39) - Contrarian areas of interest in crypto (55:00) - Spatial computing -    - Podcast Resources Follow Sal: https://twitter.com/sal_coin Follow Dave: https://twitter.com/SolBeachBum Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Apple: http://apple.co/3VyBSWI Subscribe on Spotify: http://spoti.fi/42q03J2 Subscribe on Google: https://tinyurl.com/5dwn2476 -    - Episode Resources Follow Kyle: https://twitter.com/KyleSamani Follow Multicoin: https://twitter.com/multicoincap  Relevant Multicoin Blogposts: Verticalization of NFT marketplaces - https://multicoin.capital/2022/06/22/beyond-verticalization-of-nft-marketplaces AI and Crypto - https://multicoin.capital/2023/06/02/the-convergence-of-crypto-and-ai-four-key-intersections Social Scalability - https://multicoin.capital/2021/05/25/technical-scalability-creates-social-scalability Rendering the Metaverse - https://multicoin.capital/2021/12/21/rendering-the-metaverse -    - Disclosures Although our guest this week is the managing partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

We're joined by Kyle Samani, the co-founder of Multicoin Capital and one of crypto's most independent thinkers. In this episode, we cover why "monolithic L1s" is a misnomer, the value of global state, how a protocol establishes moats, why DePIN is finding product-market fit, how Kyle synthesizes new ideas and more! - - Timestamps: (00:00) Introduction (00:34) The Modular vs Monolithic Debate (07:43) Bootstrapping Communities (09:17) A Case for Rollups and Appchains (15:33) The Value of Composability and Globally Shared State (22:22) Permissionless Plug (23:22) Crypto's Moats, Meat Space and the Saga Phone (28:38) Don't Sleep on DePIN (45:11) Spatial Computing and New Form Factors (53:42) Kyle's Thinking Process (57:49) Zero Knowledge Proof Use Cases (01:04:21) How Kyle Cultivated His Communication Style (01:06:03) Advice for Founders - - Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. - - Follow Kyle: https://twitter.com/KyleSamani Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Multicoin Capital https://multicoin.capital/ Unlocking Payments Over Crypto Rails https://multicoin.capital/2022/12/08/unlocking-payments-over-crypto-rails/ Stratechery (Ben Thompson) https://stratechery.com/ - -  Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Today I am speaking with Mable Jiang, Chief Revenue Officer at Find Satoshi Lab, a rapidly growing web3 product development studio renowned for its impressive lineup of dapps, including STEPN, one of the most widely used dapps in the Solana ecosystem. In addition to her pivotal role at Find Satoshi Lab, Mable has recently been announced as a new member of The Graph Council. The GRTiQ Podcast feels incredibly fortunate to introduce our listeners to Mable today, following our recent introduction to the other new Council member, Julien Genestoux.During this interview, Mable takes us on a journey through her unique background, which encompasses degrees in Art History and Statistics. She shares her firsthand experience of when she first discovered crypto and her subsequent venture into the industry. Mable also reflects on her time at Multicoin, providing valuable insights into her professional trajectory.We then dive into an in-depth discussion about The Graph, where Mable offers her perspective on the protocol and its significance. She shares her captivating insights into joining The Graph Council, shedding light on the responsibilities and opportunities that come with this role. Along the way, Mable provides us with remarkable insights into Asia's role in the industry and her vision for its future in that part of the world.Show NotesThe GRTiQ Podcast takes listeners inside web3 and The Graph (GRT) by interviewing members of the ecosystem.  Please help support this project and build the community by subscribing and leaving a review.Twitter: GRT_iQwww.GRTiQ.com

In this episode, Ben sits down with Kyle Samani, Co-Founder and Managing Partner of Multicoin Capital. Kyle has been at the forefront of blockchain technology and innovation since founding the firm in 2017. Kyle is known for his non-consensus perspectives and his ability to break down business concepts and market structures to their core essence. Let's get into it. Timestamps 2:50 What are the lessons learned from Pristine? 6:20 What were the biggest takeaways from Vision Pro? 12:30 How do you best consume information? 13:47 What is your process for developing investible theses? 16:30 Was the value proposition for Helium clear to you immediately?  18:48 Lessons learned from evaluating DePIN projects? 22:12 Evaluating market structures? 25:14 Opportunities at the intersection of AI x crypto? 30:25 What do you think about Zero Knowledge tech and Privacy? 34:47 Issues with restaking and EigenLayer? 38:39 How has VC in crypto evolved? 40:51 Do you consider MultiCoin to be a generalist? 43:07 What emerging categories are most appealing to you at the moment? 46:53 What is your most contrarian take on crypto? 49:32 What is your most contrarian take outside of crypto? 50:54 Where can people learn more about you? Resources Mentioned Pristine Some Thoughts on Vision Pro — Twitter thread Helium Hivemapper The Convergence of Crypto & AI: Four Key Intersections EigenLayer Connect with the guest Follow Kyle on Twitter https://twitter.com/KyleSamani Follow Multicoin on Twitter https://twitter.com/multicoincap Multicoin https://multicoin.capital/ Disclaimer  Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only. Quick reminder that despite our guest this week being a managing partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

Aleksija Vujicic is an investor at Multicoin. We talk creating culture through content, how user generated content allows for co-creation, the evolution toward user generated products, and how web3 enables unique consumer experiences. - - Follow Aleksija: https://twitter.com/aleksijavujicic Follow Chase: https://twitter.com/chaserchapman Follow On the Other Side: https://twitter.com/ontheOSpod Subscribe on YouTube: https://bit.ly/3pJInKm Subscribe on Apple: https://apple.co/3M7wHbP Subscribe on Spotify: https://spoti.fi/3pMRbiM - - Resources From UGC to UGP: Consumer Brands & Co-Creation: https://multicoin.capital/2023/05/11/from-ugc-to-ugp-consumer-brands-and-co-creation/ - - Disclaimer: Nothing said on On The Other Side is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Chase and our guests may hold positions in the companies, funds, or projects discussed. Although our guest this week is employed by a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

Tushar Jain is Co-Founder of Multicoin Tushar's Twitter: @TusharJain_ Multicoin's Twitter: @multicoincap Multicoin's Website: https://multicoin.capital/ Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: https://frictionless.fund/ Try out NEW Orca: https://bit.ly/neworca_logan ___ This Podcast was sponsored by Squads (https://squads.so) & Orca (https://www.orca.so/). Squads Protocol: the multisig standard you were looking for on Solana Securely manage your treasury, program upgrades and tokens with your Squad. - Multi-signature - A multisig requires multiple digital signatures in order to approve transactions. This is opposed to individual web3 wallets, which only require one signature. - Security - Multisigs spread the attack vector necessary for your assets to be compromised. By requiring confirmations from multiple private keys, a single point of failure is eliminated. - Collective Ownership - Multisigs allow teams to own and manage their on-chain assets together. You get to choose who is on your multisig. - Self-Custody - Your on-chain assets are always in your team's control. By securing them in a multisig, you forego the risk of centralized entities losing your funds. ___ Orca is a Concentrated Liquidity Automated Market Maker (CLAMM, for short). - Orca is the easiest place to trade crypto and build applications on Solana. - On Orca, you can trade tokens lightning fast and confidently (thanks to our Fair Price Indicator). Additionally, you can provide liquidity to our concentrated liquidity pools (Whirlpools) to earn trading fees and token emissions.

Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast is investment, tax, legal or other financial advice. In this episode of Empire, Kyle Samani and Tushar Jain of Multicoin join us in their first public discussion since the fall of FTX and Solana's crash. We start with a detailed discussion about Multicoin's relationship with SBF and FTX: how they met, their views on SBF, watching the blow-up and the implications for Multicoin's fund. Kyle and Tushar then explain why they are still betting big on Solana, why most funds don't earn excess returns, how L2s offer false security, why defi isn't ready yet, prioritizing speed of security and more! Prediction: This will be the best episode of 2023. - - Timestamps: (00:00) Intro (01:37) SBF and FTX Backstory (15:48) Multicoin's Solana Bet (23:04) Quicknode (24:51) Synthetix (26:34) Conviction, Sizing and Earning Excess Returns (33:43) The Intersection of AI and Crypto (42:15) Why DeFi Isn't Ready (45:50) Decentralized Sequencers and the EVM (52:51) Poritizing Speed and L2 [False] Security (01:01:33) Multicoin's Bet on Filecoin (01:08:47) BTC and the SoV Use Case - - Follow Kyle: https://twitter.com/KyleSamani Follow Tushar: https://twitter.com/TusharJain_ Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/  - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - This episode is brought to you by Synthetix. Synthetix Perps is the most efficient decentralized perpetual futures engine, with 5/10 bp fees and up to 25x leverage. With a growing list of over 20 tradable markets, Synthetix Perps are available on Optimism via Kwenta.io and Polynomial.fi, with more coming soon! As a permissionless liquidity layer, Synthetix makes it easy for any protocol to integrate perps and earn 5%-10% of trade fees. - - Resources Multicoin Capital https://multicoin.capital/ https://twitter.com/MulticoinCap - -  Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

In today's episode, Jason and Santiago discuss the bull vs bear case for ETH's Shapella upgrade. Since December 2021, ETH staking was one way. You could stake your ETH, but it was locked until the Shapella upgrade finally arrived. Shapella is here, and ETH is unlocked for the first time! Does this mean a giant supply of ETH sell pressure will hit the market? Will institutions embrace ETH now that Ethereum's roadmap is de-risked? Tune in to find out! We also discuss the NFT killer use case, Multicoin's L2 thesis and if the bear market has ended! - - Timestamps: (00:00) Introduction (03:23) NFT NYC and the NFT Killer Use Case (12:47) Shapella is Here (26:04) “Valora Ad” (27:10) Multicoin's Thesis: Solana, L2s & Speed vs Security (43:37) Is the Bear Market Over? - - Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire. - - Resources: ETH Withdrawal Dashboard https://app.metrika.co/ethereum/dashboard/withdrawals-overview?tr=1d ETH Staking Dashboard https://dune.com/hildobby/eth2-staking - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Today's blockchain and cryptocurrency news Bitcoin is up slightly at $22,444 Ethereum is up slightly at $1,571 Binance Coin is up slightly at $291 Ripples' Brad Garlinghouse tells Bloomberg the SEC's regulation approach is putting the US at risk  Shanghai upgrade is slated for April TwelveFold Ordinals to auction from 3pm PST. ByBit halting deposits via SWIFT. Multicoin capital down 91% last year. Learn more about your ad choices. Visit megaphone.fm/adchoices

Last Week of 2022 ------

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3rd Week of November, 2022 ------

The craziest 48 hours in crypto history? From the apparent takeover of FTX by Binance to no more takeover to SBF now being probed by U.S. regulators. As the dust settles, we cover everything that's unfolded in the last 24 hours and how it'll reshape crypto moving forward. If you missed yesterday's stream where we go over the timeline of how all this happened and got industry leaders Brian Armstrong, Erik Voorhees, & Ryan Selkis to share their thoughts—you can find it here: https://youtu.be/LDtZyMcaaNY  ------ Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi  ------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt  ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/  ------ BANKLESS SPONSOR TOOLS: ️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum  ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across  BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave  NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo  LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger  ️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod  ------ Timestamps: 0:00 Intro 5:05 The Recap https://twitter.com/wassielawyer/status/1590025892994371584  https://twitter.com/RyanSAdams/status/1590150120250966016  14:37 Our Mood 25:00 The Story Continued https://twitter.com/cz_binance/status/1590351182513729544  29:50 SBF Deleting Tweets https://twitter.com/ledgerstatus/status/1590115753331937281  31:27 Ooof https://twitter.com/ercwl/status/1590165313190260737  https://twitter.com/Snowden/status/1590319361863995394  33:35 SBF Letter to Investors https://twitter.com/WClementeIII/status/1590107340317294593  35:20 UPDATE https://www.coindesk.com/business/2022/11/09/binance-is-strongly-leaning-toward-scrapping-ftx-rescue-takeover-after-first-glance-at-books-source/  https://twitter.com/Blockworks_/status/1590441854960820224  37:35 US Probes FTX https://www.bloomberg.com/news/articles/2022-11-09/us-probes-ftx-empire-over-handling-of-client-funds-and-lending  39:30 https://twitter.com/tier10k/status/1590444221525278721  https://twitter.com/tier10k/status/1590394410151251968  https://twitter.com/depression2019/status/1590383943358218240  43:26 Alameda Website Dead https://twitter.com/WClementeIII/status/1590406041250181120  https://12ft.io/proxy?q=https%3A%2F%2Fwww.wsj.com%2Farticles%2Fbinance-is-said-to-be-likely-to-walk-away-from-deal-to-buy-ftx-11668020963  44:20 How This Happened? https://twitter.com/LucasNuzzi/status/1590122590206824448  1:02:00 Binance Tweets https://twitter.com/binance/status/1590449161069268992  Onchain flows https://www.coindesk.com/markets/2022/11/09/these-four-key-charts-shed-light-on-the-ftx-exchanges-spectacular-collapse/  https://twitter.com/LucasNuzzi/status/1590122590206824448  1:05:07 Convo Starter https://twitter.com/crypto_condom/status/1590338735606231041 1:08:05 10% of Multicoin on FTX https://twitter.com/TheBlock__/status/1590349978873913350  1:09:39 Galaxy Exposure to Alameda https://www.theblock.co/post/184262/galaxy-digital-reveals-ftx-exposure-in-q3-earnings-report  1:10:00 FTX Investors https://twitter.com/fintechfrank/status/1590145184020328448  1:10:46 Other Chains https://twitter.com/dunleavy89/status/1590056663767449600  1:11:15 FTX.US is Okay https://www.axios.com/2022/11/09/ftx-us-american-subsidiary-impact-liquidity-crunch  1:11:30 Emotions https://twitter.com/0xfoobar/status/1590204552891899907  https://twitter.com/cobie/status/1590188580483497985  https://twitter.com/shaughnessy119/status/1590201528014753792  https://twitter.com/lawmaster/status/1590238771915935744  People Selling their FTX Balances  https://twitter.com/TensaiCapital/status/1590301595237224449  SBF Down Bad ATH https://twitter.com/econoar/status/1590130144815218689  1:20:25 CZ Tweets https://twitter.com/cz_binance/status/1590313459132305408  1:22:00 Solana Unlocks https://twitter.com/thedata_nerd/status/1590307325650182144  1:27:00 Coinbase Gud https://twitter.com/ViktorBunin/status/1590064600178835457  1:27:16 The Meta Question https://twitter.com/BanklessHQ/status/1590341304172838913  1:27:30 What Happened & Closing Thoughts 1:34:05 Risks & Disclaimers 1:34:35 Leaving you with Larry David https://twitter.com/LilMoonLambo/status/1590145235291893760  ----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures 

In the last episode of The Scoop, we explored why some venture capitalists are becoming reluctant to invest in token models. However, not all VCs in the crypto space share this sentiment. Multicoin Capital — a VC whose combined crypto funds total nearly $550 million — is “primarily token investors,” according to managing partner Kyle Samani. In this episode of The Scoop, Kyle Samani talks through some of Multicoin's recent investments and lays out when the token model can be an effective value capture mechanism for up-and-coming crypto projects. As Samani explains, token incentives are ideal for projects that require a large initial investment in exchange for prolonged rewards: “If you can identify use cases where the token is incentivizing one upfront action that has long lasting or perpetual value creation elsewhere, that is a super, super compelling way to use token incentives.” Episode 90 of Season 4 of The Scoop was recorded live at SALT New York 2022 with The Block's Frank Chaparro and Research Director George Calle with Multicoin Capital Managing Partner Kyle Samani. Listen below, and subscribe to The Scoop on Apple, Spotify, Google Podcasts, Stitcher or wherever you listen to podcasts. Email feedback and revision requests to podcast@theblockcrypto.com. This episode is brought to you by our sponsors Tron, Chainalysis & IWC Schaffhausen About Tron TRON is dedicated to accelerating the decentralization of the internet via blockchain technology and decentralized applications (dApps). Founded in September 2017 by H.E. Justin Sun, the TRON network has continued to deliver impressive achievements since MainNet launch in May 2018. July 2018 also marked the ecosystem integration of BitTorrent, a pioneer in decentralized Web3 services boasting over 100 million monthly active users. The TRON network completed full decentralization in December 2021 and is now a community-governed DAO. | TRONDAO | Twitter | Discord | About Chainalysis Chainalysis is the leading blockchain data platform. We provide data, software, services, and research to government agencies, exchanges, financial institutions, and insurance and cybersecurity companies in over 60 countries. Backed by Accel, Addition, Benchmark, Coatue, Paradigm, Ribbit, and other leading firms in venture capital, Chainalysis builds trust in blockchains to promote more financial freedom with less risk. For more information, visit www.chainalysis.com. About IWC Schaffhausen IWC Schaffhausen is a Swiss luxury watch manufacturer based in Schaffhausen, Switzerland. Known for its unique engineering approach to watchmaking, IWC combines the best of human craftsmanship and creativity with cutting-edge technology and processes. With collections like the Portugieser and the Pilot's Watches, the brand covers the whole spectrum from elegant timepieces to sports watches. For more information, visit IWC.com.

Kyle Samani is the Co-Founder and Managing Partner @ Multicoin Capital, one of the leading crypto native funds of the last decade with positions in Solana, FTX, Fractal, and Helium to name a few. As for Kyle, before moving to the world of venture and crypto, he founded Pristine, a health IT startup that raised more than $5M in VC, and was acquired by Upskill. In Today's Episode With Kyle Samani We Discuss: 1.) The Founding of Multicoin Capital: How did Kyle make his way from a healthcare startup to founding Multicoin? What was his a-ha moment with the realization of the opportunity we have ahead of us in crypto? What does Kyle know now that he wishes he had known when he started Multicoin? 2.) Crypto Investing in 2022: Why does Kyle believe the crypt investing landscape is less collaborative than ever? What are the biggest challenges of token issuances today? How does the option of liquidity help and hurt Kyle's investor psychology? Is Kyle concerned the volatility in the market will harm institutional investor sentiment for crypto? 3.) Constructing a Crypto Portfolio in 2022: Why does Kyle not believe in temporal diversification? Why does sector-centric company diversification suck? Why are the loss ratios in crypto so much lower than in traditional venture? Why does Kyle believe a no reserves model is optimal in crypto? 4.) Multicoin vs Traditional Venture Firms: Why does Kyle believe that every person over 10 people in a venture firm is a net negative towards the investment decision-making process? What do Kyle and Multicoin do reach the truth together? How do they aggressively use writing and word docs to progress their thoughts? Their discussions are "brutal", how brutal can one be in a discussion on a deal? How does one make team members feel safe but also really push them for the truth and debate? Item's Mentioned in Today's Episode: Kyle's Favourite Recent Reading: Eugene Wei Kyle's Most Recent Investment: Delphia

Second Week of July, 2022 ------