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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 פרקים
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 פרקים
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