Kyle Samani: Multicoin Capital – The Thesis-Driven Cryptoasset Investment Firm

Multicoin Capital is a thesis-driven investment firm that invests in cryptocurrencies, tokens, and blockchain companies. They manage a hedge fund and a venture fund, investing across both public and private markets. They are extremely bullish on smart contract platforms and DeFi is one of their main areas of focus. They've invested in several projects and companies such as Algorand, Arweave, Nervos, Skale, Solana, to name a few.

We originally had Multicoin on the show in February of 2018 when they were still reasonably new and we were in the height of the ICO bubble. Kyle Samani, Co-founder and Managing Partner, joins us back on the show to share not only how Multicoin has changed since then, but also the cryptoasset industry as a whole.

Topics covered in this episode:

• What are the Multicoin theses and have they changed since Kyle was last on the show
• Why the most used smart contract platform will produce the winning store of value
• The role of gold in today's economy
• Bitcoin gaining traction in today's asset management circle
• Other assets that will eventually displace Bitcoin
• Which projects Multicoin are backing at the moment
• DeFi vs CeFi and latency
• Discussing what DeFi actually is
• Cryptocurrency's future role in the traditional financial system and the impact of potential new regulations
• How the cryptoasset industry has changed since Multicoin started and where it is headed
• The underrated areas Multicoin are looking at today

Episode links:

• Multicoin Capital
• Multicoin's first appearance on Epicenter
• Multicoin blog
• The Multicoin Thesis
• Multicoin on Twitter
• Kyle on Twitter

Sponsors:

• Algorand: To learn more about Algorand and how it’s unique design makes it easy for developers to build sophisticated applications. - https://algorand.com/epicenter

This episode is hosted by Sebastien Couture & Brian Fabian Crain. Show notes and listening options: epicenter.tv/361