56 subscribers
با برنامه Player FM !
Kyle Samani & Tushar Jain: Multicoin Capital – An Update From the Thesis-Driven Investment Firm
Manage episode 326956042 series 1652309
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 Multicoin
- Why did they choose to create an investing company?
- Their current investment thesis and how it has evolved
- Multicoin's decision to not invest in certain lucrative projects
- How they chose what to invest in
- The Proof of Physical Work thesis
- The process of how they select an investment and the strategy behind their portfolio
- Projects they regret not investing in
- A prediction of how the blockchain ecosystem will look in three years
- Dominance of DeFi
Episode links:
- Episode 361 with Kyle
- Episode 223 with Kyle and Tushar
- Protocols dont capture value, DAOs manage risk - thesis
- Multicoin on Twitter
- Kyle on Twitter
- Tushar on Twitter
Sponsors:
- 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/epicenter
- Chorus One: Chorus One runs validators on cutting edge Proof of Stake networks such as Cosmos, Solana, Celo, Polkadot and Oasis. - https://epicenter.rocks/chorusone
This episode is hosted by Friederike Ernst. Show notes and listening options: epicenter.tv/441
611 قسمت
Kyle Samani & Tushar Jain: Multicoin Capital – An Update From the Thesis-Driven Investment Firm
Epicenter - Learn about Crypto, Blockchain, Ethereum, Bitcoin and Distributed Technologies
Manage episode 326956042 series 1652309
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 Multicoin
- Why did they choose to create an investing company?
- Their current investment thesis and how it has evolved
- Multicoin's decision to not invest in certain lucrative projects
- How they chose what to invest in
- The Proof of Physical Work thesis
- The process of how they select an investment and the strategy behind their portfolio
- Projects they regret not investing in
- A prediction of how the blockchain ecosystem will look in three years
- Dominance of DeFi
Episode links:
- Episode 361 with Kyle
- Episode 223 with Kyle and Tushar
- Protocols dont capture value, DAOs manage risk - thesis
- Multicoin on Twitter
- Kyle on Twitter
- Tushar on Twitter
Sponsors:
- 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/epicenter
- Chorus One: Chorus One runs validators on cutting edge Proof of Stake networks such as Cosmos, Solana, Celo, Polkadot and Oasis. - https://epicenter.rocks/chorusone
This episode is hosted by Friederike Ernst. Show notes and listening options: epicenter.tv/441
611 قسمت
All episodes
×
1 ETHPrague: ETH Renaissance - Austin Griffith, Brenda Loya, Joseph Schweitzer, Marek Olszewski 1:00:25

1 Initia: Incentively Aligned Appchains - Ezaan Mangalji, Anil Lulla & Jose Maria Macedo 1:02:08

1 Ethereum Foundation: Humanity’s Shared World Computer - Hsiao-Wei Wang & Tomasz Stańczak 1:10:21

1 Taiko: Scaling Ethereum in a Decentralised Manner - Joaquin Mendes 1:08:05

1 Mysten Labs: How Sui Leverages Move to Build the Composable Web3nternet - Adeniyi Abiodun 1:03:09

1 Tally: The Software Layer for Tokenized Organizations - Dennison Bertram 1:01:21

1 Lido V3: Ushering in Institutional Staking Through stVaults - Hasu 1:19:32

1 Solana: From On-Chain Nasdaq to the Pump Fun Craze - Anatoly Yakovenko 1:18:28

1 Build on Bitcoin: Combining Bitcoin's Security With Ethereum's Versatility - Alexei Zamyatin 1:10:10

1 Puja Ohlhaver: Why Community Currencies Are Crucial for Governance in DeSoc 1:04:42

1 Nevermined: Payment System for the AI Agentic Economy - Don Gossen 1:04:38

1 Turtle Club: Helping Web3 Users Monetize Their On-Chain Activity - Esfandiar Lagevardi 1:09:25

1 Balancer: Custom AMMs and Liquidity Solutions - Fernando Martinelli 1:04:35

1 RedStone: The Oracle Pioneering the Future of DeFi - Marcin Kaźmierczak 1:04:40

1 Privado ID & Quark ID: On-Chain ZK-Powered Unified ID - Diego Fernandez & Evin McMullen 1:06:49

1 Abundance: The First 1 Gigagas/second Stack for Sovereign Rollups - Hilmar Orth 1:09:00

1 Monad: The EVM-Compatible 10,000 TPS L1 Blockchain - Keone Hon 1:10:54

1 Bitcoin OS: Bitcoin Block 853626 Changed Everything For BTC Smart Contracts - Edan Yago 1:10:20

1 Symbiotic: Scaling Shared Security Through Restaking - Misha Putiatin 1:05:36

1 Ari Juels: Can AI Weaponize Blockchain Smart Contracts? - Chainlink 1:04:05

1 Anoma: Solving Cross-Chain Interoperability Through Intents - Adrian Brink 1:05:02

1 Dappnode: Plug-n-Play Decentralization - Eduardo Antuña, Pol Lanski 1:18:46

1 Blockworks: The Future of Crypto = AI, Memecoins and DePIN - Jason Yanowitz Live @Permissionless 59:58

1 Konstantin Lomashuk: '#bitcoin is like a #memecoin' - cyber·Fund 1:06:57

1 Celestia: 1Gb Blocks, Rollup Interoperability & Lazy Bridging. Ismail Khoffi & Mustafa Al-Bassam 1:03:48

1 Numerai & Predictoor: How AI Changed Crypto Prediction Markets - Trent McConaghy & Richard Craib 1:20:36

1 Arcium: Parallelized Confidential Computing Network - Yannik Schrade 1:02:10

1 Polymer: A New Era for Interoperability...on Ethereum! - Bo Du 1:02:19

1 MultiversX: Blockchain Sharding 101 - Lucian Mincu 1:08:49

1 Mel Project: Is Web3 Truly Decentralised? - Eric Tung 1:18:06
به Player FM خوش آمدید!
Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.