Before you go shedding any tears: “Despite the massive drawdown, Multicoin’s hedge fund remains up 1,376% net of fees from its inception through 2022. As the broader crypto market rebounded from last year’s lows, Multicoin reported the fund gained 100.9% […]
Kyle Samani from Multicoin Capital: “Why have crypto payments struggled? And why is that changing now? … If payments over crypto rails are going to be a thing, then the natural question is: what verticals are being materially underserved by […]
Multicoin Capital teamed up with “Matthew Ball (who has established himself as the defining voice on the metaverse on the web), and Bitwise (the most prominent crypto-native asset management firm focused on passive investments) to create the Ball Multicoin Bitwise […]
I always enjoy Kyle Samani’s thinking and content. “At the Spring 2019 Multicoin Summit, Cofounder and Managing Partner Kyle Samani details the three mega theses for crypto.” | learn more
This recent blog post by Kyle Samani at Multicoin Capital discusses how protocols can capture some of the value they create. “Given that all of the code that powers crypto networks is open-source, the only source of defensibility is network […]
Multicoin Capital has put together a chart of what the software stack for Web 3 (decentralized internet) looks like. This link is to a version on Fred Wilson’s blog, which is shorter. | learn more
Kyle Samani from Multicoin Capital is back with another thoughtful post. What happens when your innovative open-source product is blatantly copied by a competitor with better distribution? | learn more
Kyle Samani of Multicoin Capital wrote this long essay outlining his views on the scaling trade-offs for trustless computing. I learned a lot from it, and I’m sure I ended up missing even more. I find that I need to […]
Kyle Samani of Multicoin Capital wrote this long essay outlining his views on the scaling trade-offs for trustless computing. I learned a lot from it, and I’m sure I ended up missing even more. I find that I need to […]
I read the transcript of this interview where Kyle discusses everything from how they analyze tokens for investment to their complicated custody structure. | learn more