Podcasts about multicoin capital

Gm! This week Shayon Sengupta joins the show to discuss a recent research report published by Multicoin Capital on Jito. We deep dive into the Jito thesis, token buybacks, why MEV drives L1 value accrual & more. Enjoy! Link to the Jito (JTO) Asset Report: https://x.com/shayonsengupta/status/1896994763842445423 -- Follow Shayon: https://x.com/shayonsengupta Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Manlets Collective Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:11) The Jito Thesis (07:01) Token Buybacks (14:17) Token Value Accrual (21:38) Jito's Impact On Solana (37:07) Firedancer (42:16) Jito Restaking (47:11) Why MEV Drives L1 Value -- 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.

Kyle Samani is the Co-Founder and Managing Partner of Multicoin Capital. In this episode, Samani discusses the current state of the crypto market and venture capital funding in the industry. Samani highlights areas which he believes are key investment opportunities, and lays out why he sees a brighter future for Solana in on-chain finance over Ethereum. OUTLINE 00:00 Introduction 00:32 Sponsor Break 02:24 VC Funding Downtrend 08:04 Clarifying Crypto's Usecases 13:46 New Era of Crypto Regulation 17:06 Regulatory Clarity = Increased Investment? 22:49 Samani's Revised Solana Thesis 25:28 Solana vs. Ethereum 32:17 Closing Thoughts & Predictions GUEST LINKS Kyle Samani on X: https://x.com/KyleSamani Multicoin capital on X: https://x.com/multicoincap Are you hiring in crypto? Use Campus to quickly find your best candidates with our challenging Crypto Assessment Test. Faster hiring, stronger teams. Sign up for a trial today: theblock.co/campus This episode is brought to your by our sponsors: Fidelity Explore Fidelity crypto careers today. Go to crypto.FidelityCareers.com to learn more. Uranium.io Investing in uranium is now widely accessible. Visit uranium.io to learn more.

The Solana ecosystem just completed a critical governance vote. SIMD-228, a proposal to tie Solana's inflation rate to its staking participation rate, was put forward by Multicoin Capital and Anza, but despite a majority voting in favor, it failed to meet the required supermajority to pass. Tushar Jain, co-founder and managing partner at Multicoin Capital, who co-authored the proposal, joins the show to discuss: Why he believes the proposal was necessary Whether inflation is too high for Solana's long-term health If some validators voted against their own interests The silver lining of the governance process Why a smaller proposal focused fee sharing did pass Whether Multicoin Capital will resubmit a revised proposal Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! BitKey: Use code UNCHAINED for 20% off Mantle Guest Tushar Jain, Co-founder and Managing Partner at Multicoin Capital Links Unchained: Proposal to Cut SOL Inflation by 80% Fails After ‘Close Call' SIMD Vote Status Kayuza's tweet  Timestamps:

The Solana ecosystem just completed a critical governance vote. SIMD-228, a proposal to tie Solana's inflation rate to its staking participation rate, was put forward by Multicoin Capital and Anza, but despite a majority voting in favor, it failed to meet the required supermajority to pass. Tushar Jain, co-founder and managing partner at Multicoin Capital, who co-authored the proposal, joins the show to discuss: Why he believes the proposal was necessary Whether inflation is too high for Solana's long-term health If some validators voted against their own interests The silver lining of the governance process Why a smaller proposal focused on fee sharing did pass Whether Multicoin Capital will resubmit a revised proposal Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! BitKey: Use code UNCHAINED for 20% off Mantle Guest Tushar Jain, Co-founder and Managing Partner at Multicoin Capital Links Unchained: Proposal to Cut SOL Inflation by 80% Fails After ‘Close Call' SIMD Vote Status Kayuza's tweet  Timestamps:

This week, Trump's memecoin launch had everyone talking—and scrambling for Phantom wallets. But was it a strategic masterstroke or just another speculative frenzy? On this episode of Bits + Bips, the hosts unpack the wild moments of the Crypto Ball, where $TRUMP made its surprise debut. They discuss how Bitcoin maxis were forced to embrace Solana wallets, why Multicoin Capital emerged as the biggest winner, and whether the memecoin launch signals a local market top. Plus, they debate whether Trump's crypto-friendly stance could shape policy in 2025, why Litecoin might beat Solana to a spot ETF, and what Trump's inauguration speech reveals about his crypto game plan. Show highlights: 0:58 What Ram can tell us about his experience at the Crypto Ball  3:39 How Ram was so surprised when the $TRUMP coin dropped in the middle of the event 7:51 What will happen with the 80% of $TRUMP that Trump holds 8:51 Why Ram believes Multicoin Capital was the biggest winner of $TRUMP dropping 10:14 Whether the coin was “gift or grift” 17:07 How the $Melania coin was the Trumps shooting themselves in the foot 19:37 How the launch of the coin is a “major win” for Solana 22:49 Whether ETH can have a comeback as the “TradFi chain” 35:28 How the market would react to the lack of a strategic bitcoin reserve mention 43:28 What executive orders Trump could deliver for the crypto industry 48:47 Alex's experience with the pump and dump of a fake Barron Trump memecoin 53:41 What was notable from Trump's inauguration speech 56:28 Whether rate cuts in December were a mistake and whether more are coming 1:05:51 Why James believes that Litecoin has more chances than Solana for a spot ETF 1:08:41 Whether the launch of $TRUMP will mark a local top for the markets Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Links Saylor's parody account's tweet recounted by Alex  Meme recounted by Noelle Vitalik on changing the EF leadership Josh Stark's tweet on how the EF “uses Ethereum” Paper on DeFi that Alex talked about: Christopher J Waller: Centralized and decentralized finance - substitutes or complements? Polymarket: Will Trump create Bitcoin reserve in first 100 days? Unchained:  Trump Appoints Crypto-Friendly Mark Uyeda as Acting SEC Chair Trump-Backed World Liberty Financial Goes on Token Buying Spree Trump Picks Pham as Acting CFTC Chair Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, Trump's memecoin launch had everyone talking—and scrambling for Phantom wallets. But was it a strategic masterstroke or just another speculative frenzy? On this episode of Bits + Bips, the hosts unpack the wild moments of the Crypto Ball, where $TRUMP made its surprise debut. They discuss how Bitcoin maxis were forced to embrace Solana wallets, why Multicoin Capital emerged as the biggest winner, and whether the memecoin launch signals a local market top. Plus, they debate whether Trump's crypto-friendly stance could shape policy in 2025, why Litecoin might beat Solana to a spot ETF, and what Trump's inauguration speech reveals about his crypto game plan. Show highlights: 0:58 What Ram can tell us about his experience at the Crypto Ball  3:39 How Ram was so surprised when the $TRUMP coin dropped in the middle of the event 7:51 What will happen with the 80% of $TRUMP that Trump holds 8:51 Why Ram believes Multicoin Capital was the biggest winner of $TRUMP dropping 10:14 Whether the coin was “gift or grift” 17:07 How the $Melania coin was the Trumps shooting themselves in the foot 19:37 How the launch of the coin is a “major win” for Solana 22:49 Whether ETH can have a comeback as the “TradFi chain” 35:28 How the market would react to the lack of a strategic bitcoin reserve mention 43:28 What executive orders Trump could deliver for the crypto industry 48:47 Alex's experience with the pump and dump of a fake Barron Trump memecoin 53:41 What was notable from Trump's inauguration speech 56:28 Whether rate cuts in December were a mistake and whether more are coming 1:05:51 Why James believes that Litecoin has more chances than Solana for a spot ETF 1:08:41 Whether the launch of $TRUMP will mark a local top for the markets Hosts: James Seyffart, Research Analyst at Bloomberg Intelligence Alex Kruger, Founder of Asgard Ram Ahluwalia, CFA, CEO and Founder of Lumida Noelle Acheson, Author of the “Crypto Is Macro Now” Newsletter  Links Saylor's parody account's tweet recounted by Alex  Meme recounted by Noelle Vitalik on changing the EF leadership Josh Stark's tweet on how the EF “uses Ethereum” Paper on DeFi that Alex talked about: Christopher J Waller: Centralized and decentralized finance - substitutes or complements? Polymarket: Will Trump create Bitcoin reserve in first 100 days? Unchained:  Trump Appoints Crypto-Friendly Mark Uyeda as Acting SEC Chair Trump-Backed World Liberty Financial Goes on Token Buying Spree Trump Picks Pham as Acting CFTC Chair Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we discuss the launch of PENGU, Solana's ability to continue accelerating, and the problems faced by PerpDEXs. We also unpack what is happening on Filecoin before closing the episode with thoughts on the notorious hot ball of money. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Resources Filecoin's Inflection: https://x.com/blockworksres/status/1868725847894724964 -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more! -- GLIF is Filecoin's foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin. GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi. Got FIL? Deposit it with Filecoin's first and most popular DeFi protocol by visiting https://glif.io/ today! -- Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres 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/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (2:15) PENGU Launch (9:05) Can Solana Continue Accelerating? (17:13) Perps Are Not Working Onchain (36:10) Skale Ad (36:52) Chaos Ad (37:25) Glif Ad (37:58) What's Happening on Filecoin? (50:00) The Hot Ball of Money -- 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 0xResearch 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, our Blockworks Research analysts discuss the recent market pullback, and ETH's performance so far this cycle. They also dove into Hyperliquid's valuation, what Monad, Berachain, and MegaETH are building, and asked themselves - will there be an EVM Renaissance? Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more! -- GLIF is Filecoin's foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin. GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi. Got FIL? Deposit it with Filecoin's first and most popular DeFi protocol by visiting https://glif.io/ today! -- Follow Dan: https://x.com/smyyguy Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres 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/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:57) Crypto Markets Get Obliterated (8:30) Will ETH Make New Highs (17:32) SKALE Ad (18:14) Chaos Labs Ad (18:47) GLIF Ad (19:21) Hyperliquid's Valuation (32:50) Will There Be An EVM Renaissance? -- 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 0xResearch 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. Boccaccio, Dan, 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

In this episode, Boccaccio is joined by Kez and Tolks to discuss the recent shift in the Solana trenches, the launch of Hyperliquid's HYPE token, and the Hyperliquid ecosystem. Additionally, they covered Magic Eden's upcoming token launch, and speculate on whether or not NFTs will make a comeback. Finally, they closed the episode with their thoughts on navigating a rapidly changing crypto market, and the recent flood of listings on Tier 1 exchanges. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more! -- GLIF is Filecoin's foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin. GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi. Got FIL? Deposit it with Filecoin's first and most popular DeFi protocol by visiting https://glif.io/ today! -- Follow Kez: https://x.com/kez4twez Follow Tolks: https://x.com/_tolks Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres 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/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (2:04) Shift in the Solana Trenches (13:22) HYPE Launches (20:38) Skale Ad (21:20) Chaos Ad (21:53) Glif Ad (22:27) Hyperliquid's Auction Mechanism & Silly Price Targets (30:50) Hyperliquid Ecosystem (37:59) Magic Eden's Token Launch & NFT Comeback (45:20) Rapidly Changing Market Dynamics & Ignoring Outside Noise (57:14) Exchange Listings Take Off -- 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 0xResearch 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we're joined by Matt from Intuition, and Roland from Mechanism Capital! We discussed how things have changed from previous cycles, bankers stealing our coins, and the most interesting aspects of Crypto x AI. We also got Matt and Roland's thoughts on avoiding noise in the market, and crypto's next killer use case. Finally, we asked ourselves, where are we in the current cycle? Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more! -- GLIF is Filecoin's foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin. GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi. Got FIL? Deposit it with Filecoin's first and most popular DeFi protocol by visiting https://glif.io/ today! -- Follow Matt: https://x.com/h0xrus Follow Roland: https://x.com/neverabear Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres 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/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (5:01) How Have Things Changed From Cycle to Cycle? (12:08) Bankers Are Buying Our Coins (14:30) Skale Ad (15:12) The Most Interesting Aspects of Crypto x AI (20:42) Has There Been A Meaningful Shift From High FDV Launches? (26:07) Chaos Ad (26:39) Glif Ad (27:13) Avoiding Noise in the Market (30:15) Crypto's Next Killer Use Case (36:30) Does Price Lead Narrative? (40:14) Negative Aspects as a Builder (44:28) Where Are We in the Cycle? (55:41) Closing Shills -- 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 0xResearch 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we're joined by Luigi D'Onorio Demeo, the COO of Ava Labs! We discussed how Avalanche compares to other hub style blockchains, the impacts of ACP-77 and ACP-125, and MEV on Avalanche. We also covered Ethereum's rollup model, the Move L1 ecosystem, and the institutional adoption of crypto. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. Resources An Economic Analysis of ACP-77: https://blckwrks.co/40W5mSU AVAX's Value Capture Problem & Off The Grid: https://blckwrks.co/3YVfnNP The Avalanche Ecosystem: An Analysis of Subnet Adoption: https://blckwrks.co/3OneGrq — SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork – Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more! – GLIF is Filecoin's foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin. GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi. Got FIL? Deposit it with Filecoin's first and most popular DeFi protocol by visiting https://glif.io/ today! – Follow Luigi: https://x.com/luigidemeo Follow David: https://x.com/EffortCapital Follow Ryan: https://x.com/_ryanrconnor Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres 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/+z0H6y2bS-dllODVh —-- Timestamps: (00:00) Introduction (02:12) Avalanche vs Other Hub Style Blockchains (09:18) Supporting the Avalanche Ecosystem (11:48) ACP-77: Reinventing Subnets (24:47) Competing With Solana (31:57) Ads (33:47) ACP-125 & Base Fee Reduction (40:00) MEV on Avalanche, Interoperability, and Tokenomics (45:45) Is the Rollup Model Working For Ethereum? (48:01) Solana & the Move L1s (51:50) Building Social Layers (55:42) Institutional Adoption of Crypto —-- 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 0xResearch 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. In this debate, Abhay Kumar of the Helium Foundation and Matt Stephenson of Pantera Research discuss whether decentralized, token-incentivized networks are capital-inefficient. Moderated by Multicoin Capital's Shayon Sengupta. Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to https://solana.com/breakpoint. DISCLAIMER The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers' own personal opinions and do not reflect the opinions of any entities. Timestamps:

---- 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. -----

Will Solana Flip Ethereum? MultiCoin Capital's Kyle Samani thinks so! In today's episode of The Milk Road Show, Kyle breaks down his thesis on why Solana's superior technology, growing ecosystem, and key metrics point to its inevitable rise. From token extensions and Firedancer to the surprising impact of AI, discover why Kyle believes Solana is poised to become the dominant force in the crypto world. Is he right? What you'll learn in this episode: Why Kyle Samani believes Solana will flip Ethereum. The crucial metrics that support Solana's growth. How token extensions give Solana a competitive edge. The impact of Firedancer on Solana's performance. Why the AI revolution is a HUGE win for Solana. Kyle's perspective on the future L1 landscape.

Kyle Samani of Multicoin Capital–a fund well known for its Solana bags and focus on DePIN–joins The Gwart Show! Today, we discuss Solana's potential to overtake Ethereum, the future of DeFi, token economics, and the emerging DePIN sector. We have some hot takes on Ethereum as a failed project, ultrasound money, etc. Also we talk about moats for dapps, wallets and infra (always infra…) Follow our guest on Twitter: @KyleSamani @multicoincap 00:00 Start 00:53 Breakpoint & Token impressions 08:27 Bitcoin is nonsense 10:12 Debt vs commodity money 12:55 SOL / ETH flippening 19:47 Arguments for ETH 27:06 Valuing base on MEV 33:50 NASDAQ on-chain 34:38 Tokenized equities 38:34 Future of ETH 42:28 Ultrasound money meme 48:17 Deflow, wallets & order flow 52:56 Order flow and centralization 1:02:57 SVM building L2s 1:07:50 DePINs - Decentralized physical infrastructure networks 1:13:50 Target prices of SOL/ETH flip 1:21:56 Are there any moats for apps?

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! ------

Shayon Sengupta is a Investment Partner at Multicoin Capital. A thesis driven investors that make long-term, high-conviction investments in category defining crypto companies and protocols across public and private markets. Shayon Sengupta's Twitter: https://x.com/shayonsengupta Multicoin's Website: ⁠https://multicoin.capital/ Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: ⁠⁠https://frictionless.fund/⁠⁠

In this episode, Ray Hindi of L1 Digital and Tushar Jain of MultiCoin Capital share their thoughts on the evolving landscape of crypto fund management. They discuss the shift from venture to liquid investments, the challenges of timing market cycles, and the importance of maintaining a clear investment edge. The conversation delves into the changing dynamics of token launches, the potential impact of political outcomes on the crypto industry, and valuable advice for emerging fund managers. This episode provides a comprehensive look at the current state and future prospects of crypto fund - - Follow Ray: https://x.com/HindiRay Follow Tushar: https://x.com/TusharJain_ 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 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 Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - The 6th edition of Meridian, a web3 conference hosted by the Stellar Development Foundation is happening in London, England October 15-17, 2024. Learn more and get your early-bird priced tickets now at meridian.stellar.org by using the code BLOCKWORKSPOD. - - Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ - - Harpie sets the standard in on-chain security, actively monitoring and safeguarding your crypto wallet against theft in real time. It detects, blocks, and recovers stolen assets from risky transactions before they execute, shielding you from even the most advanced hacks and scams. Harpie is free to use and compatible with all Ethereum, Base, Polygon, and Arbitrum wallets. Protect your crypto today at harpie.io. - - Step into MyPrize—the online multiplayer casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends. Get started with $20 free when you deposit or purchase of $10 or more: https://myprize.com/invite/Empire - - Timestamps (00:00) Introduction (02:14) State of Raising Ecosystem (16:54) Crypto Venture Evolution (29:18) Liquid Market Edge (37:45) Staller Ad (38:35) MyPrize Ad (39:11) Ava labs ad (40:09) Harpie Ad (41:02) Liquid vs Venture Difference (54:37) Token Launch Meta Shift (59:22) Fund Specialization (01:05:21) Liquid Investment Timing (01:12:54) The Rise of Apps (01:18:12) Where are we in this C ycle? (01:23:27) Impact of Trump or Biden Victory (01:28:45) Advice to Fund Managers - - 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 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.

Multicoin Capital to match up to $1 million in SOL donations to Republican crypto PACBitcoin miners near capitulation as profits dry up alongside BTC sell-offMt Gox Repayment Event Will Cause 4x the Selling Pressure for BCH Compared to BTC

This week's Espresso covers news from Ruedata, Welbe Care, and more!Outline of this episode:[00:27] – ABSeed raises $30M to invest in B2B SaaS[00:36] – Ruedata raises $2M seed round[00:50] – BTrust lands $1.5M in seed funding[01:05] – CloudWalk raises $313M to finance anticipation of receivables[01:20] – Evertec acquires Zunify[01:31] – PayRetailers acquires Brazilian fintech Transfeera[01:43] – Darwin Startups announces $20M fund[01:54] – Welbe Care Raises $7M in Series A[02:09] – El Dorado raises $3M seed roundResources & people mentioned:Startups: Ruedata, BTrust, CloudWalk, Welbe Care, El Dorado,  PayRetailers, Transfeera VCs: ABSeed, Barn Investimentos, Invexor, Itaú BBA, Volpe Capital, International Finance Corporation, Coinbase Ventures, Multicoin Capital, Darwin Startups

Similar to how I feel about Magic Eden, it's very inspiring to see how well Drift Protocol is doing today after all the thick and thins. In light of the $DRIFT TGE, I did this podcast with Cindy and David. Shownotes:How was these 3 years of building? How does it feel having been through the whole bull and bear and bull again?What was the toughest time for you during these years? How did you power through it?How did that challenging experience impact and lead to the design of v2? How was v2 different from v1?In Drift V2, can you define the participants of the ecosystem into a few categories?Why did you decide to offer spot trading and swap with leverage? You also introduced the money market protocol and allow people to stake in the Insurance Fund.How's the market making experience like on Drift? Can a retail participate in the MM?How to understand protocol owned holdings on your dashboard? Where did they come from?What exactly happens when there are more unsettled PnL to be withdrawn than what's available in the pool?How do you pick which assets to start a market?What does your demographic look like, if you know.How did Solana congestion impact your performance? What did you do to try to optimize the experience for the users?Can you talk about the $DRIFT token distribution for the users? What's the thinking behind not considering trading volume and points accumulated in the distribution terms?What's on the roadmap for the next 6 months? Have you thought about a mobile app?Twitter: @DriftProtocol / @cindyleowtt / @davijluWebsite: https://www.drift.trade/Previous Episode 53 on 51% with Mable Jiang, Presented by Multicoin Capital: https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000552004707https://open.spotify.com/episode/1xe3CApB1GBlnGAeXJCP8a?si=FFhZRjdyTGuGDRrUFOZRRwhttps://www.xiaoyuzhoufm.com/episode/62163ea766ab6f1364079a9a  如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show.

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.

In today's episode Jason is joined by Kyle Samani of Multicoin Capital and Dmitriy Berenzon of Archetype for an in-depth debate on the emerging decentralized physical infrastructure industry. They analyze the complex economic flywheel effects that drive growth, including how token incentives align infrastructure providers and fuel liquidity and value. The discussion covers considerations around hardware needs, revenue models, and mainstream adoption challenges. They also assess the differences between B2B and B2C models, approaches to token issuance, and evaluating timing for mainstream adoption. We hope you enjoy! - - Follow Kyle: https://twitter.com/KyleSamani Follow Dimitriy: https://twitter.com/dberenzon 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/ - - 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  - - Harpie is the most advanced on-chain security solution for monitoring and protecting your crypto wallet from theft in real time. Harpie detects, blocks, and recovers compromised assets from malicious transactions before they execute, and is the only security tool to also protect users from off-chain signature attacks like the recent Ledger Connect Kit exploit. Secure your wallet for free at harpie.io. - - 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 EMPIRE10 to get 10% 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: (01:24) What is DePIN? (09:33) Barriers to DePIN (21:40) DePIN Flywheel (24:22) B2C vs B2B DePIN Designs (33:41) Arbitrum Ad (34:28) Harpie Ad (35:43) CapEx & OpEx Costs (45:00) Filecoin Thesis (49:28) Best Token Issuance Models for DePIN (55:56) Open Sourcing Hardware (57:48) Active vs Passive DePIN - - 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.

Resources: https://multicoin.capital/ https://multicoin.capital/2019/04/24/multicoin-investment-thesis/ https://multicoin.capital/2020/06/04/defis-invisible-asymptotes/ https://multicoin.capital/2019/10/29/exchanges-are-open-finance/ https://youtu.be/ABZmlsz9AEs https://multicoin.capital/2020/04/16/on-forking-defi-protocols/ https://multicoin.capital/2019/06/12/helium-series-c/ https://solana.com/ https://multicoin.capital/2019/11/05/investing-in-the-permaweb/ https://youtu.be/nUYUJ0r5Y2M https://multicoin.capital/2020/02/06/infinite-scale/ ⁠https://livepeer.org/⁠ https://multicoin.capital/portfolio/ Please Subscribe to Our Newsletter

In this week edition of the Coinbase Institutional podcast, we sit down with Tushar Jain, Managing Partner at Multicoin Capital, for an in-depth discussion on Solana and insights from the recent Breakpoint conference. Tushar, with his intimate knowledge of Solana, unpacks the event's major highlights, including the buzz around Firedancer, Solana's ventures into payment solutions with heavyweights like Visa, and the innovative DePin projects. The conversation navigates through the frameworks Tushar uses when valuing Layer 1 protocols, focusing on the metrics he finds most important, while also contrasting integrated and modular blockchain infrastructure. Tushar also shares his perspective on the lingering FTX overhang of SOL tokens affecting the market. Also covered - Basis and funding - Macro - Web3 This episode is an essential listen for anyone looking to comprehend the current dynamics of shaping Solana's ecosystem. Like, subscribe, and reach out to the Coinbase Institutional team for deeper insights and analysis. Host: Ben Floyd, Head of Execution Services Panel: Tushar Jain, Managing Partner at Multicoin Capital David Duong, Head of Institutional Research Greg Sutton, Senior CES Sales Trader Sid Shekhar, Blockchain Research Manager Josh Pak, CES Sales Trader

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.

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.

Jay Jog is the Co-Founder of Sei Labs (https://www.sei.io/). Backed by Multicoin Capital, Coinbase, WAGMI Ventures, & more, Sei is the fastest Layer 1 blockchain, designed to scale with the industry. In this episode we discuss Jay's experience at Robinhood (and how it inspired the creation of Sei Labs), how speed unlocks new building possibilities, Sei's evolution from the “DeFi-focused chain” to a “general-purpose permissionless chain,” and of course–today's mainnet launch (plus much, much more).Recorded Monday August 14th, 2023.

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.

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.

Kyle Samani is the Co-Founder & Managing Partner of Multicoin Capital. Multicoin's performance over the last few years has garnered them the title of one of the Highest performing Venture Firms of All Time. Kyle and Logan speak to first principles, investing, and being thesis-driven in an extremely fast-moving environment. Enjoy! Kyle Samani - Co-Founder at Multicoin Capital - Kyle's Twitter: @KyleSamani - Multicoin's Website: https://multicoin.capital/ Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: https://frictionless.fund/

Bankless Weekly Rollup 3rd Week of March 2023 ------

Binance, the single largest Crypto exchange that facilitates basically the entire crypto industry's trading volume, is under attack from the most vicious regulators in the world, the SEC! The uncertainty of the outcome is crypto's biggest threat, and could easily send the Bitcoin price and Altcoin prices to new lows if the SEC continues on its path. This is what we know and what YOU should know before making your next trade or investment in the crypto market! Get the latest update on what is going on with Binance and the SEC right here at Crypto Banter NOW!

In-person at ETH Denver, crypto insiders Haseeb Qureshi, Tom Schmidt, and Tarun Chitra chop it up about the latest crypto news. This week, Kyle Samani, scion of Solana, joins the show.  Show highlights:  why Coinbase decided to launch Base, a layer 2 on Ethereum and whether developers are building on it how Coinbase might make money from it whether it will be a permissioned, KYC'ed chain that requires users to reveal their identities  Kyle's opinion on the allegedly fraudulent operations of FTX, in which his firm, Multicoin Capital, was an investor how due diligence changed in the investing space after the collapse of FTX what the future of Paxos looks like now that its primary source of revenue, BUSD, was impacted why Kyle thinks the latest nearly 20-hour outage of Solana is different from previous outages what he's excited about in Solana now how Jump, a VC firm, was able to “hack back” $150 million in previously stolen assets after a court order Hosts Haseeb Qureshi, managing partner at Dragonfly  Tarun Chitra, managing partner at Robot Ventures Tom Schmidt, general partner at Dragonfly  Guest Kyle Samani, managing partner at Multicoin Capital Disclosures Links Base Unchained:  Coinbase Launches Ethereum Layer 2 Network ‘Base' Video Solana Unchained: Solana Attempts Two Chain Restarts After Near 20-Hour Outage FTX Unchained: FTX's Nishad Singh Charged With Fraud After Guilty Plea Wormhole Coindesk: Oasis Exploits Its Own Wallet Software to Seize Crypto Stolen in Wormhole Hack Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Xethalis (@xethalis) is General Counsel and Chief Compliance Officer at Multicoin Capital. He is on the board at the Association for Digital Asset Markets & Fordham Law Alumni Association. Greg also is a senior lecturing fellow at Duke Law, where he co-taught Blockchain and FinTech Law and Policy. This episode offers a deep dive into the GBTC, Bitcoin-backed ETPs and the Investment Act of 1940. Show highlights: [1:45] Genesis block [9:25] Bitcoin ETP [14:20] GBTC [17:00] Shadow ETP [26:00] Algorithmic stablecoins & much more. -- If you enjoyed this episode, please consider leaving a review. You can subscribe to our newsletter to stay updated on the latest episodes. Around the Blockchain's weekly newsletter is my go-to source to stay updated on crypto law - you can find this incredible resource here. Disclaimer: Jacob Robinson and his guests are not your lawyer. Nothing herein or mentioned on the Law of Code podcast should be construed as legal advice. The material published is intended for informational, educational, and entertainment purposes only. Please seek the advice of counsel, and do not apply any of the generalized material to your individual facts or circumstances without speaking to an attorney.

Tushar Jain is the co-founder and Managing Partner at Multicoin Capital, which is one of the largest and most established crypto-focused investment firms in the world. The firm manages billions in assets across liquid and illiquid strategies in the crypto markets, and is known for its high-conviction, thesis-driven investing.Tushar discusses his background and journey into the blockchain space, the state of crypto and the recent downturns. Then, he dives into Multicoin's early investment in Solana, Proof of Physical Work, tokenization and real-world blockchain applications.——————————————————————Watch this video on YouTube: https://www.youtube.com/c/SALTTube/videosFor podcast transcripts and show notes, visit https://www.salt.org/Moderated by Anthony Scaramucci. Developed, created and produced by SALT Venture Group, LLC.

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.

What would you do if you dropped out of college, pursued 12 different ideas but none of them worked, and only had $0.50 cents in your bank account at one point? Would you give up or persevere? Today's guest, Arnav Bathla, decided to keep charging forward because he believes he was born to be an entrepreneur and he couldn't possibly see any other option. Arnav is originally from India and after dropping out of college and booking a one-way ticket to San Francisco over 2 years ago, he played around with different ideas and almost none of them solved a ‘pressing' problem. He went from one idea to the next until, at some point in his journey, he had less than a dollar in his bank account. But still, he never gave up. Now Arnav is the founder & CEO at Coinbooks, a Web3 startup building an accounting software designed for crypto-native organizations. Arnav has raised $3.2 million from world-class investors like Multicoin Capital, and even Polygon's MATIC very own founders. Coinbooks was also accepted into Y Combinator for the summer 2022 batch. Are you a web 3 company interested in having your accounting and taxes easily handled? Check you Coinbooks out today: https://www.coinbooks.xyz

The many scams of Justin Sun - Market manipulation, theft from customers, etc. - https://www.theverge.com/c/22947663/justin-sun-tron-cryptocurrency-poloniex More audacious than his reputation, Sun has an even riskier approach to U.S. and Chinese financial regulations — and is often trying to evade them. Will his rule bending and dangerous behavior finally catch up to him? Or will he get away once again? Crypto.com accidentally transfers $10.5m to Australian woman and doesn't notice for seven months - https://www.theguardian.com/technology/2022/aug/31/crypto-com-accidentally-transfers-10-5-million-australian-woman-melbourne-cryptocurrency Sei Raises $5M Led by Multicoin Capital to Build The First Layer 1 Blockchain Optimized for DeFi. Interesting concept with built-in orderbook layer - https://blog.seinetwork.io/sei-announces-5m-raise/ Track dev activity on chains - https://www.gokustats.xyz/developers Comparison of top coins 2017 to now Dogechain - Too much risk, but an interesting concept - https://ckarchive.com/b/wvu2hgh5k2wlx Wife of arrested Tornado Cash dev forbidden to speak with him — Rally organized - https://cointelegraph.com/news/wife-of-arrested-tornado-cash-dev-forbidden-to-speak-with-him-rally-organized Crypto Startup Salaries: Here's How Much Devs and Others Get Paid - https://www.coindesk.com/business/2022/08/31/crypto-startup-salaries-heres-how-much-devs-and-others-get-paid/ --- Support this podcast: https://anchor.fm/missiondefi/support

Three senior hires at top crypto funds Spartan Capital, Multicoin Capital and DeFiance Capital recently stepped down and started Tangent - an angel fund by founders, for founders.    Together, Tangent's mentors have built billion-dollar protocols, managed hundreds of millions in capital and have deep expertise across every major Web 3 vertical.    Today, we have the co-founders Jason Choi, Darryl Wang and mentor, Mable Jiang on the show to share with us:   Crypto verticals they're excited about Dangers of crypto VCs today  What makes Tangent unique Navigating the crypto markets for the next 12 - 24 months   Host: Jason Choi @mrjasonchoi . Not financial advice.   ------------ Timestamps ------------- (00:00:00) – Introduction (00:01:40) – Introduction to Tangent team (00:03:39) – Rationale for leaving their jobs at top crypto funds (00:10:22) – Crypto verticals they are excited about (00:21:26) – Composability vs building your own products (00:28:08) – Smart contract wallets to boost crypto adoption (00:31:40) – View on NFT finance vertical  (00:33:19) – Reason for Tangent and why it's different from crypto funds (00:46:58) – Things to look out for when investing (00:54:36) – Thoughts on navigating the bear market (01:02:40) – Predictions for the next market   ----------- Sponsors ------------- dYdX is the Leading Decentralized Exchange for trading perpetual contracts. Users enjoy low fees, deep liquidity, up to 20x more buying power and even earn $DYDX from trading. Trade on dYdX today at: https://trade.dydx.exchange   ----------- More Resources --------- Guest Mable's Twitter: https://twitter.com/Mable_Jiang Mable's Podcast - HODLong: https://apple.co/3dHfQPJ Wangarian's Twitter: https://twitter.com/0xWangarian Tangent's Twitter: https://twitter.com/tangent_xyz   Blockcrunch Blockcrunch VIP: https://blockcrunch.substack.com/ Blockcrunch Twitter: https://twitter.com/theBlockcrunch Jason Choi's Twitter: https://twitter.com/mrjasonchoi   ------------ Disclosures ------------- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch's guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch's podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

(0:00) Intro (1:06) Welcoming Rashad(4:34) Going viral(5:22) Changing the work culture(8:19) Perf cycles(14:31) Cash cow(19:59) Google investing in people(23:03) One Medical(29:50) Welcoming Kyle(34:26) Solana(37:54) Progression of different funds(39:08) What got you into crypto(42:43) Financial markets(51:25) Gas fees(56:24) Underlying crypto issues(1:04:55) Helium(1:14:52) Nova Labs(1:23:48)  Equity and capital formation(1:26:49) Lessons about risk(1:30:10) Critique of the US system(1:36:06) Bitcoin is nonsense(1:40:01) Outro Mixed and edited: Justin Hrabovsky Produced: Andrew Nadeau and Rashad Assir Executive Producer: Josh Machiz Music: Griff Lawson  

Tushar Jain (@TusharJain_), co-founder and managing partner of Multicoin Capital, joins Erik on this episode to discuss:- The history of crypto over the last several years and the various moments that different technologies like Bitcoin, NFTs, tokens, and others have had.- What the world looks like if the predictions for crypto's impact comes true.- Why Tushar thinks that Ethereum has gone past the point of diminishing returns to decentralization.- Why it's so hard to predict which chains will win.- How crypto can help coordinate millions of people to accomplish big projects.- What we've learned about stablecoins in the last few years.- Why this is a “golden era of investing in crypto” and why we're at a place that is equivalent to mobile in 2012.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We'll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup

Multicoin Capital is a thesis-driven investment firm that invests in the crypto space. They manage a hedge fund and a venture fund, investing across both public and private markets. Since their founding in 2017, they have become known for their high returns.We were joined by founders Kyle Samani and Tushar Jain, for Multicoin's third visit on the show, to chat about how they came together to form Multicoin, their current investment thesis and how it has evolved, and the road ahead in the blockchain ecosystem.Topics covered in this episode:Tushar and Kyle's backgrounds and what led to MulticoinWhy did they choose to create an investing company?Their current investment thesis and how it has evolvedMulticoin's decision to not invest in certain lucrative projectsHow they chose what to invest inThe Proof of Physical Work thesisThe process of how they select an investment and the strategy behind their portfolioProjects they regret not investing inA prediction of how the blockchain ecosystem will look in three yearsDominance of DeFiEpisode links:Episode 361 with KyleEpisode 223 with Kyle and TusharProtocols dont capture value, DAOs manage risk - thesisMulticoin on TwitterKyle on TwitterTushar on TwitterSponsors:ParaSwap: ParaSwap aggregates all major DEXs and makes sure you beat the market price at every single swap and with the lowest slippage - paraswap.io/epicenterChorus One: Chorus One runs validators on cutting edge Proof of Stake networks such as Cosmos, Solana, Celo, Polkadot and Oasis. - https://epicenter.rocks/chorusoneThis episode is hosted by Friederike Ernst. Show notes and listening options: epicenter.tv/441

#234 – On today's episode, Anthony & Bryan are joined by Co-Founder, CEO of Civic Technologies & Waitroom and former shark on Shark Tank, Vinny Lingham. Vinny Lingham is a serial entrepreneur, and one of the most recognized and influential Blockchain and Cryptocurrency experts in the world. He is the Co-Founder and CEO of Civic Technologies, which is a blockchain based identity management company. Vinny is one of the Sharks on “Shark Tank South Africa” and he is a general partner of the investment firm Multicoin Capital, one of the world's largest crypto funds investing in cryptocurrencies, tokens and blockchain companies reshaping trillion dollar markets. In this episode, Vinny shares his story of how he got started in the blockchain world and how he has been able to grow within where the market is going Later, Vinny shares his thoughts on NFT's and whether or not they will remain legitimate in the years to come.

Location: Austin, TX Date: Friday 8th October Company: Independent, Multicoin Capital Role: Independent, General Counsel and Chief Compliance Officer In August, a bipartisan group of 69 senators passed a $1 trillion infrastructure package, including around $550 billion projected federal spending on roads, bridges, expanded broadband access and more. While this may seem irrelevant to Bitcoin, this 2000+ page document outlined how the government plans to fund the bill. Under the 'Other Provisions' section, the bill focused on the reporting requirement for "brokers" of digital assets and their definition. These reporting requirements are designed to extract a tax from users who misreport or underreport their taxes.  This bill section caused a considerable backlash from bitcoiners as the proposed language is extensive and seems almost impossible to comply with. While bitcoiners were up in arms about the broker definition, lawyer Abe Sutherland says that the bill contains an overlooked "digital assets" provision that could become a far bigger issue, affecting almost every bitcoin user if it becomes law. In this interview, I talk to independent lawyer Abe Sutherland and Greg Xethalis, General Counsel and Chief Compliance Officer at Multicoin Capital, to discuss the onerous new reporting requirements hidden within the Infrastructure Bill.