Podcasts about multicoin

  • 79PODCASTS
  • 139EPISODES
  • 51mAVG DURATION
  • 1EPISODE EVERY OTHER WEEK
  • Feb 27, 2026LATEST

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Best podcasts about multicoin

Latest podcast episodes about multicoin

Unchained
Can Solana Edge Out Ethereum to Win the AI Agent & RWA Race?

Unchained

Play Episode Listen Later Feb 27, 2026 83:58


Tushar Jain and Mike Ippolito make the bull case for Solana as competition heats up. Thank you to our sponsors! Fuse: The Energy Network – Shift your energy use and earn rewards. MultiChain Advisors – The Growth & Capital Markets Partner You Need Crypto Tax Girl – Save $100 on your crypto taxes. With Ethereum refocusing on L1 and Hyperliquid adoption growing, Solana is arguably facing stronger competition than ever. Can it thrive still? Multicoin co-founder Tushar Jain and Blockworks co-founder Mike Ippolito share several reasons to be excited about Solana, including Alpenglow and anticipated market microstructure design flexibility. Find out why Tushar and Mike say Firedancer has not been a flop despite seemingly low adoption, why they don't see block building issues stopping Solana from challenging Hyperliquid, and why they say the network doesn't have to do anything to specifically attract AI agents. Plus, why they both believe that the RWA race is too early to call despite Ethereum's dominance. Meanwhile, with Alpenglow still months away, Mike says the wait doesn't matter — for the next 12 to 18 months BD and marketing matter more than tech for adoption. Guest: Tushar Jain, Co-Founder & Managing Partner at Multicoin Capital Previous appearances on Unchained: Solana Rejected Inflation Reduction-Here's Why CoinFund's Jake Brukhman and Multicoin's Tushar Jain on Generalized Mining  Binance Hack: Should the Threat of Reorgs Be Used to Deter Hackers? Multicoin on the 1 Thing Crypto Teams Miss in Their Quests for Success Mike Ippolito, Co-Founder at Blockworks Links: Unchained: Ethereum Lets Go of the Rollup Story. Here Are the 6 Tokens That Benefit Jump Crypto's Firedancer Goes Live on Solana Mainnet BlackRock Just Chose Uniswap. The Market Didn't Care. Here's Why. When AI Agents Take Over, What Does a Post-Human Economy Look Like? Uneasy Money: How the Increasingly Better AI Agents Are Being Used Onchain Pump.fun Cashed Out $436M Since Mid-October: Lookonchain Zora Shocks Base Community With Solana Pivot Learn more about your ad choices. Visit megaphone.fm/adchoices

Unchained
The Chopping Block: Dragonfly's $650M Fund + Crypto's Great Resignation + OpenClaw vs Crypto Twitter

Unchained

Play Episode Listen Later Feb 19, 2026 55:45


Dragonfly raises a $650M Fund IV amid crypto's institutional vs retail sentiment gap, the industry exodus including Kyle Samani's departure from Multicoin, OpenClaw's OpenAI acquisition and crypto Twitter harassment, X402 payment standards for AI agents, Polymarket's controversial 5-minute Bitcoin betting markets, and the brewing federal vs state regulation battle over prediction markets. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode kicks off with major news: Dragonfly just closed their $650 million Fund IV, making them one of the largest crypto VCs not through growth, but because others have downsized. The timing feels surreal — they keep raising right when markets dump, creating the biggest gap between institutional optimism and retail sentiment Haseeb has ever seen. But money flowing in contrasts sharply with talent flowing out. Kyle Samani left Multicoin, Arianna Simpson departed A16z Crypto, and several other crypto veterans are moving on. The crew unpacks what this "great resignation" means for an industry that feels like it's shifted from pioneer phase to settler phase. Then they dive into the OpenClaw saga — the viral AI coding assistant that got acquired by OpenAI, but not before its creator almost deleted it due to harassment from crypto Twitter demanding he launch a token. This leads to a deep discussion on X402 payment standards and why AI agents might prefer crypto over credit cards. Finally, they debate Polymarket's controversial 5-minute Bitcoin betting markets and the brewing legal battle between federal and state regulation of prediction markets. Let's get into it. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights

Unchained
The Chopping Block: Dragonfly's $650M Fund + Crypto's Great Resignation + OpenClaw vs Crypto Twitter

Unchained

Play Episode Listen Later Feb 19, 2026 55:00


Dragonfly raises a $650M Fund IV amid crypto's institutional vs retail sentiment gap, the industry exodus including Kyle Samani's departure from Multicoin, OpenClaw's OpenAI acquisition and crypto Twitter harassment, X402 payment standards for AI agents, Polymarket's controversial 5-minute Bitcoin betting markets, and the brewing federal vs state regulation battle over prediction markets. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode kicks off with major news: Dragonfly just closed their $650 million Fund IV, making them one of the largest crypto VCs not through growth, but because others have downsized. The timing feels surreal — they keep raising right when markets dump, creating the biggest gap between institutional optimism and retail sentiment Haseeb has ever seen. But money flowing in contrasts sharply with talent flowing out. Kyle Samani left Multicoin, Arianna Simpson departed A16z Crypto, and several other crypto veterans are moving on. The crew unpacks what this "great resignation" means for an industry that feels like it's shifted from pioneer phase to settler phase. Then they dive into the OpenClaw saga — the viral AI coding assistant that got acquired by OpenAI, but not before its creator almost deleted it due to harassment from crypto Twitter demanding he launch a token. This leads to a deep discussion on X402 payment standards and why AI agents might prefer crypto over credit cards. Finally, they debate Polymarket's controversial 5-minute Bitcoin betting markets and the brewing legal battle between federal and state regulation of prediction markets. Let's get into it. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights

Galaxy Brains
Crypto Policy & The Future of Multicoin with Greg Xethalis

Galaxy Brains

Play Episode Listen Later Feb 12, 2026 58:51


Alex Thorn talks with Multicoin Capital General Counsel Greg Xethalis about crypto legislation and policy, the CLARITY Act, the future of Multicoin Capital, and the “Vanderbilt Mafia” at the top of financial services policymaking in Washington. Alex also talks with Beimnet Abebe (Galaxy Trading) about bitcoin price action, the impact of AI on jobs, and growing uncertainty in markets. Past performance is not indicative of future results.   Participants, along with Galaxy, hold a financial interest in Bitcoin (BTC). Galaxy regularly engages in buying and selling BTC, including hedging transactions, for its own proprietary accounts and on behalf of its counterparties. Galaxy also provides services to vehicles that invest in BTC.  If the value of such assets increases, those vehicles may benefit, and Galaxy's service fees may increase accordingly. The valuation in this communication is based on technical, fundamental, and market analysis and not on any formal valuation method. For more information, please refer to Galaxy's public filings and statements. Cryptocurrencies, including BTC, are inherently volatile and risky and ultimate market movements may not align with this statement.   For additional risks related to digital assets, please refer to the risk factors contained in filings Galaxy Digital Inc. makes with the Securities and Exchange Commission (the “SEC”) from time to time, including in its Quarterly Report on Form 10-Q for the quarter ended September 30, 2025, filed with the SEC on November 10, 2025, available at ⁠www.sec.gov⁠. This episode was recorded on Wednesday, February 11, 2025. ++ Follow us on Twitter, @glxyresearch, and read our research at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/research/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more! This podcast, and the information contained herein, has been provided to you by Galaxy Digital Holdings LP and its affiliates (“Galaxy Digital”) solely for informational purposes. View the full disclaimer at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.galaxy.com/disclaimer-galaxy-brains-podcast/⁠⁠⁠⁠⁠⁠⁠⁠

Empire
Why Is Crypto Crashing? | Weekly Roundup

Empire

Play Episode Listen Later Feb 6, 2026 75:39


This week, Josh Lim from FalconX joins the show to discuss the recent market sell-off. We deep dive into Josh's outlook for 2026, who is crypto's marginal buyer, the Ethereum L2 roadmap, Kyle Samani's announcement of leaving Multicoin and more. Enjoy! -- Follow Josh: https://x.com/joshua_j_lim Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire:https://x.com/theempirepod -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- (00:00) Introduction (03:41) State of the Market (08:48) Are L1s Still Overvalued? (18:45) The Hyperliquid End Game (37:27) Bitcoin's Quantum Threat (47:30) Ethereum's L2 Roadmap (01:01:45) Kyle Samani Leaves Multicoin (01:03:57) Why Is Josh Still In Crypto? -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.

NFT Alpha Podcast
Bitcoin Slides to $69K, Crypto Enters Extreme Fear, Kyle Samani Steps Back from Multicoin, and Traders Hunt AI Equity Opportunities

NFT Alpha Podcast

Play Episode Listen Later Feb 5, 2026 51:41


Tune in live every weekday Monday through Friday from 9:00 AM Eastern to 10:15 AM.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy our NFT⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our Discord⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out our Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out our YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠DISCLAIMER: The views shared on this show are the hosts' opinions only and should not be taken as financial advice. This content is for entertainment and informational purposes.

Unchained
Uneasy Money: Hyperliquid's Dilemma After 10/10: Protect Itself or Its Users? - Ep. 954

Unchained

Play Episode Listen Later Nov 21, 2025 70:02


In this episode of Uneasy Money, hosts Kain Warwick, Luca Netz and Taylor Monohan explore how the recent ICO boom compares with the 2017 era.  They share stories of some of the big names from the past, including Kain's struggles after raising 30,000 ETH at the cycle top. Plus Luca shares what it takes for founders to thrive in crypto. They also unpack the “FUD” surrounding Hyperliquid following the infamous Oct. 10 crypto crash. Moreover, they discussed what Multicoin's investment in Ethena revealed about Kyle Samani, and potential black swan risks facing the project. Hosts: Luca Netz, CEO of Pudgy Penguins Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security at MetaMask Links: Unchained: Monad ICO on Coinbase Fizzles 12 Hours After Launch Uneasy Money: ICOs Are Back and Why Airdrops Are Instantly Dumped The Chopping Block: Tokenomics Reset — ICOs Rise, UNI Turns On Fees, MEV Goes to Court Hyperliquid Founder Denies Claims That DEX Prioritizes Revenue Over Traders The Chopping Block: Inside the $19B+ Perp Crash, ADL Explained, Binance's USDe/Staked-Token Depeg, and the Hyperliquid Whale Debate Ethena Labs Expands to Support Two New Products Timestamps:

Unchained
Uneasy Money: Hyperliquid's Dilemma After 10/10: Protect Itself or Its Users? - Ep. 954

Unchained

Play Episode Listen Later Nov 21, 2025 70:02


In this episode of Uneasy Money, hosts Kain Warwick, Luca Netz and Taylor Monohan explore how the recent ICO boom compares with the 2017 era.  They share stories of some of the big names from the past, including Kain's struggles after raising 30,000 ETH at the cycle top. Plus Luca shares what it takes for founders to thrive in crypto. They also unpack the “FUD” surrounding Hyperliquid following the infamous Oct. 10 crypto crash. Moreover, they discussed what Multicoin's investment in Ethena revealed about Kyle Samani, and potential black swan risks facing the project. Hosts: Luca Netz, CEO of Pudgy Penguins Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security at MetaMask Links: Unchained: Monad ICO on Coinbase Fizzles 12 Hours After Launch Uneasy Money: ICOs Are Back and Why Airdrops Are Instantly Dumped The Chopping Block: Tokenomics Reset — ICOs Rise, UNI Turns On Fees, MEV Goes to Court Hyperliquid Founder Denies Claims That DEX Prioritizes Revenue Over Traders The Chopping Block: Inside the $19B+ Perp Crash, ADL Explained, Binance's USDe/Staked-Token Depeg, and the Hyperliquid Whale Debate Ethena Labs Expands to Support Two New Products Timestamps:

Origins - A podcast about Limited Partners, created by Notation Capital
Minisode: What Early Stage Venture Can Learn from Crypto Traders

Origins - A podcast about Limited Partners, created by Notation Capital

Play Episode Listen Later Nov 18, 2025 10:11


Origins host Beezer Clarkson,  LP at Sapphire Partners and co-founder of OpenLP, and Nick Chirls, GP at Asylum Ventures, dive into their recent conversation with Kyle Samani, Founder and Managing Partner of Multicoin Capital. They discuss their learnings on crypto, including why Nick is more bullish on bitcoin than Kyle, and how LPs conceptualize investing in firms like Multicoin. They also break down why people who came up as Crypto traders and investors are uniquely positioned to excel in early stage venture.Learn more about Sapphire Partners: sapphireventures.com/sapphire-partnersLearn more about OpenLP: openlp.vcLearn more about Asylum Ventures: asylum.vcLearn more about Multicoin: multicoin.capitalFor a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: subscribe.openlp.vcCHAPTERS:0:00 Welcome to Origins1:02 Is Bitcoin an Unproductive Asset?1:56 The Problem With Web3.03:49 Assessing Crypto Managers As an LP6:21 The Hard Part Isn't Buying Bitcoin, It's Holding It8:21 Trained In Crypto, Excelling In Traditional Markets

Origins - A podcast about Limited Partners, created by Notation Capital

Kyle Samani is the Founder and Managing Partner of Multicoin Capital, a thesis-driven investment firm that invests in cryptocurrencies, tokens, and blockchain companies reshaping trillion-dollar markets. He joins Beezer Clarkson, Partner at Sapphire Partners, and Nick Chirls, Partner at Asylum Ventures, to discuss the philosophies that underpin Multicoin's investment strategies. He also unpacks how blockchain technologies are already reshaping global finance away from legacy systems and towards embedded trading platforms that will sit within traditional messaging and media platforms.Learn more about Sapphire Partners: https://sapphireventures.com/sapphire-partnersLearn more about OpenLP: https://openlp.vcLearn more about Asylum Ventures: https://asylum.vcLearn more about Multicoin: https://multicoin.capitalJerry Neumann's post on markets v. innovation: https://reactionwheel.net/2025/07/a-look-at-growthFor a monthly roundup of the latest venture insights, including the newest Origins episodes, subscribe to the OpenLP newsletter – delivered straight to your inbox: subscribe.openlp.vcCHAPTERS:0:00 Welcome to Origins2:43 The Origin Story of Multicoin7:07 Financially Long & Intellectually Short Bitcoin8:53 What Is an Internet Capital Market?19:18 What Happens to Banks?21:14 What Did You See In Solana?30:22 The Rise of DATs36:40 Did Web3.0 Live Up To Its Promise?

Trends with Friends
Internet Capital Markets: Kyle Samani on Solana, Prediction Markets, and the $FORD Play

Trends with Friends

Play Episode Listen Later Oct 29, 2025 59:10


Howard and Michael sit down with Multicoin's Kyle Samani for a fast, no-BS tour of where markets are going next. They rewind the Multicoin origin story (including Howard's IRA adventure), then dive into why 2022–23 was emotionally tougher than the 2018–19 crypto winter. From there, Kyle lays out “Internet Capital Markets”—finance embedded everywhere—why trading inside chats, media, and sports apps is inevitable, and how prediction markets become the new front page of news. We get into Solana's lead, stablecoins as rails, prime brokerage natively on-chain, and why the biggest market makers are already active on Kalshi. Kyle also breaks down Forward Industries (ticker FORD): the $1.65B PIPE, turning it into a Solana treasury company, and deploying SOL/USD into DeFi yield. Plus: AI x crypto as the only barbell that matters, perps vs. options (in plain English), and what Kyle is funding next—new modalities for issuance and trading.Chapters00:00 Cold Open: Howard, Michael & Kyle (freshly married, freshly groomed)01:46 Howard's Multicoin IRA story & the 2019 doldrums05:01 2018–19 vs 2022–23: why the second bear hurt more08:03 Solana 101 & “Internet Capital Markets” explained11:49 Breaking “isolated finance”; embedding trading across the web12:26 Telegram bots → trading where conversations happen15:14 Prediction markets in media & sports (buy/sell on the article)17:21 Stocktwits x Polymarket, swipe-to-trade, and peer-to-peer bets22:01 Institutional plumbing: discovery, silos, and cross-venue UIs25:19 On-chain prime brokerage (Zero on Solana) & collateral efficiency31:54 Why Solana leads; the case for $1T+34:02 Stablecoins as the settlement layer for everything36:15 SIG, Citadel, Jane Street, Jump already active on Kalshi37:40 Sportsbooks vs real markets; letting market makers set prices39:34 Crypto is retail-first: sovereignty, keys, and open participation45:05 Inside FORD: $1.65B PIPE, Solana treasury strategy46:43 Not trading SOL price—deploying SOL/USD into DeFi yield48:30 AI x Crypto barbell: what won't be disrupted53:41 Perps vs options in plain English; leverage (without the Greeks)57:15 Lessons from 2022: correlation, fraud, and risk controls58:40 What Kyle's funding next: new modalities for issuance & tradingKyle's Panel at the All In Summit: https://www.youtube.com/watch?v=ijbLOWFmVe8Join Our Community! https://stocktwits.com/Sign up for our daily FREE newsletter to keep in touch with the market: https://thedailyrip.stocktwits.com/Disclaimer:All opinions expressed on this show are solely the opinions of the hosts' and guests' and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/

0xResearch
Building The Largest Solana Treasury Company | Kyle Samani

0xResearch

Play Episode Listen Later Sep 22, 2025 58:11


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/KyleSamani Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more.  Go to app.katana.network to check it out.  -- 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/  -- Allora is the new AI standard for DeFi platforms and agents to achieve sharper, faster, and more reliable financial systems than any single language model can offer. Instead of choosing and managing models, users state their goal, and the system delivers the best result.  To learn more about Allora Network, visit https://www.allora.network/ and https://x.com/AlloraNetwork. -- Crypto's premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london -- Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx -- Timestamps: (0:00) Introduction (1:25) The Ultimate Vision For Forward Industries (8:54) Raising $1.65B For Forward Industries (10:52) Partnering With Jump & Galaxy (16:31) Ads (Katana & EigenCloud) (17:28) Integrating DATs Into DeFi (25:22) M&A Strategies (30:00) BTC vs SOL DATs (32:28) Ads (Katana & EigenCloud) (33:36) How Will SOL ETFs Impact Solana DATs? (35:45) What's Next For Forward Industries? (41:55) Lessons Learned From Hyperliquid's USDH (46:36) Allora Ad (47:08) The Internet Capital Markets Thesis (53:58) Stablecoins Are Crypto's iPhone Moment -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- 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.

Brazil Crypto Report
#166: Thamilla Talarico on Drex and Polygon's Growth in Brazil

Brazil Crypto Report

Play Episode Listen Later Sep 16, 2025 57:15


Thamilla Talarico is Head of On-Chain Finance Growth for Brasil at Polygon Labs.She joins host Aaron Stanley live at the Stablecoin Conference in Mexico City, hosted by Bitso Business. Thamilla discusses Polygon's strategic pivot to focus on RWAs and payments, and shares her firsthand perspective working on the Brazilian Central Bank's Drex project on behalf of Ernst & Young. We dive into what the Bank's decision to abandon blockchain for this project means for the Brazilian market moving ahead. You can connect with Thamilla 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.------------------------------------------------------------------

Empire
Building The Largest Solana Treasury Company | Kyle Samani

Empire

Play Episode Listen Later Sep 15, 2025 58:25


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.

Brazil Crypto Report
#165: Stablecoins Reshaping Global Commerce - Onsite from the Bitso Stablecoin Conference

Brazil Crypto Report

Play Episode Listen Later Sep 12, 2025 33:26


This episode was recorded onsite at the Stablecoin Conference 2025 in Mexico City hosted by Bitso Business. The panel discussion explores how stablecoins have evolved from crypto trading tools to essential infrastructure for global commerce.- Monica Ramirez (Anchorage Digital)- Nick Philpott (Zodiac Markets) - Peter Wexler (Visa)- Aaron Stanley (Brazil Crypto Report) ------------------------------------------------------------------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.------------------------------------------------------------------

Daily Crypto News
Sept 9: Samani - To Be or Not To Be Solana's $1.65B Savior?

Daily Crypto News

Play Episode Listen Later Sep 9, 2025 20:18


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.

Brazil Crypto Report
#164: Avenia's Matheus Moura on Why Every Company Will Be a Financial Services Company

Brazil Crypto Report

Play Episode Listen Later Sep 5, 2025 43:10


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.------------------------------------------------------------------

Brazil Crypto Report
#163: Base in Brazil with Guilherme Bettanin

Brazil Crypto Report

Play Episode Listen Later Aug 27, 2025 41:32


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.------------------------------------------------------------------

Thinking Crypto Interviews & News
HUGE ALTCOIN NEWS! XRP, SOLANA $1B TREASURY, CHAINLINK SBI, & GRAYSCALE AVAX ETF!

Thinking Crypto Interviews & News

Play Episode Listen Later Aug 26, 2025 14:48 Transcription Available


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/ 

Blue Alpine Cast - Kryptowährung, News und Analysen (Bitcoin, Ethereum und co)
Bitcoin und Ethereum Abverkauf? Wal verkauft BTC für ETH? ETF Kapitalabfluss massiv, kommt noch mehr? Galaxy Digital, Jump Crypto und Multicoin wollen Solana Reserve aufbauen, Hyperliquid mit 126x Potenzial?

Blue Alpine Cast - Kryptowährung, News und Analysen (Bitcoin, Ethereum und co)

Play Episode Listen Later Aug 25, 2025 7:45


Brazil Crypto Report
#162: Drex Without Blockchain? Exploring the Road Ahead with Gustavo Cunha and Marcos Sarres

Brazil Crypto Report

Play Episode Listen Later Aug 20, 2025 55:30


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.------------------------------------------------------------------

Rocket Fuel
Rocket Fuel - Aug 14th - Episode 601

Rocket Fuel

Play Episode Listen Later Aug 14, 2025 48:55


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

Brazil Crypto Report
#161: DATCOs and Bitcoin Liquidity with FalconX's David Lawant and Josh Barkhordar

Brazil Crypto Report

Play Episode Listen Later Aug 14, 2025 42:08


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.------------------------------------------------------------------

Brazil Crypto Report
#160: Bitcoin Smart Contracts on Botanix with Alisia Painter

Brazil Crypto Report

Play Episode Listen Later Aug 9, 2025 45:41


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.------------------------------------------------------------------

Brazil Crypto Report
#159 The Asia <-> Latam Stablecoin Corridor with Reap co-founder Daren Guo

Brazil Crypto Report

Play Episode Listen Later Aug 2, 2025 42:13


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.------------------------------------------------------------------

BlockHash: Exploring the Blockchain
Ep. 498 Burnt Banksy | World's 1st Walletless Blockchain by Xion

BlockHash: Exploring the Blockchain

Play Episode Listen Later Mar 18, 2025 31:09


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.

Empire
What's Wrong with Crypto Data (And How To Fix It) | Roundup

Empire

Play Episode Listen Later Jan 17, 2025 61:19


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.

Lightspeed
Why Solana Needs To Fix Its Inflation Rate | Tushar Jain

Lightspeed

Play Episode Listen Later Jan 17, 2025 67:53


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.

When Shift Happens Podcast
E99: Solana Millionaire Explains How To Invest Like a Pro and Profit In The Next Crypto Boom

When Shift Happens Podcast

Play Episode Listen Later Dec 6, 2024 81:44


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

10AMPro
E123: I never look at price. Kyle Samani - Multicoin Capital

10AMPro

Play Episode Listen Later Nov 14, 2024 46:42


---- 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. -----

Steady Lads
Steady Lads #63 • CHAIN WARS: ETH vs SOL - The Lads Strike Back! w/ Kyle Samani

Steady Lads

Play Episode Listen Later Oct 4, 2024 68:46


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

Proof of Coverage
Defining the DePIN Category

Proof of Coverage

Play Episode Listen Later Sep 4, 2024 10:43


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.

defining infrastructure depin investment partner multicoin
Real Vision Crypto
Investing in the Future ft. Multicoin's Tushar Jain

Real Vision Crypto

Play Episode Listen Later Aug 29, 2024 66:42


Bankless
Why is ETH Down So Bad this Cycle? | Kyle Samani

Bankless

Play Episode Listen Later Aug 26, 2024 71:23


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! ------

Expansion
Blockchain's Race to $0 Fees | Kyle Samani

Expansion

Play Episode Listen Later Jul 10, 2024 62:55


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.

WAGMI Ventures Podcast
Connecting Liquidity Across DeFi with MacBrennan Peet (marginfi)

WAGMI Ventures Podcast

Play Episode Listen Later May 8, 2024 30:07


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.

Empire
Network Effects and Value Accrual in Crypto | Kyle Samani

Empire

Play Episode Listen Later Apr 2, 2024 82:16


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.

WAGMI Ventures Podcast
Rebuilding Broken Systems of Ownership with Burnt Banksy (Burnt)

WAGMI Ventures Podcast

Play Episode Listen Later Feb 14, 2024 22:16


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.

Unlayered
Why Crypto Matters | Tushar Jain (Multicoin)

Unlayered

Play Episode Listen Later Dec 8, 2023 63:20


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_

Lightspeed
Solana: The Global State Machine | Anatoly, Dan Albert, Amira Valliani, Noah Prince, Mert Mumtaz

Lightspeed

Play Episode Listen Later Nov 7, 2023 50:36


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.

Lightspeed
What Metrics Matter for Internet Native Money? | Tushar Jain

Lightspeed

Play Episode Listen Later Nov 2, 2023 66:16


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.

Chain Reaction
Kyle Samani and Nick White: Are Modular or Monolithic Blockchains The End Game Design?

Chain Reaction

Play Episode Listen Later Sep 1, 2023 85:47


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,

Empire
Ending the Modular vs Monolithic Debate | Kyle Samani

Empire

Play Episode Listen Later Aug 18, 2023 69:29


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.

Empire
L2s Won't Scale Ethereum | Multicoin

Empire

Play Episode Listen Later Apr 18, 2023 74:26


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.

Bankless
ROLLUP: FTX Contagion | SBF Tweet Thread | Genesis Trading | Gemini Earn | StarkNet Token | Cosmos ATOM 2.0

Bankless

Play Episode Listen Later Nov 18, 2022 89:00


Bankless
The Collapse of FTX | 24 hours later

Bankless

Play Episode Listen Later Nov 10, 2022 95:22


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