Conversations with Multicoin Capital
Conversations with Multicoin Capital
Multicoin Capital
The best research and insights in crypto. This podcast will primarily feature our analysis of assets, and in-depth conversations between crypto experts.
Fall 2018 Multicoin Summit: The Great Stablecoin Debate
Lauded as the most anticipated panel at the summit, this panel features speakers from Maker and Reserve, two of the most well known decentralized stablecoin teams, and Circle, one of the most prominent fiat-crypto stablecoins in the market. Presenters include Nevin Freeman, Reserve; Steve Becker, MakerDAO; Vishal Gupta, Circle; and Kyle Samani of Multicoin Capital.
Dec 18, 2018
1 hr 3 min
Fall 2018 Multicoin Summit: The State of the Web3 Stack
This conversation represents prominent entrepreneurs who are all building vital components of the Web3 Stack. It answers the central question: When will the Web3 stack cross the critical threshold of usability, and what are the challenges that must be overcome to get there? Speakers: Kyle Samani, Multicoin Capital; Jack O'Holleran; Skale Labs; Tony Sheng, Decentraland Foundation; and Katherine Wu, Messari.
Dec 18, 2018
43 min
Fall 2018 Multicoin Summit: Zero Knowledge Proofs
Stick with us for this panel (it was Kyle’s favorite). Zero Knowledge Proofs (ZKPs) will fundamentally change human, business, and government relationships in ways that we cannot possibly understand yet. This panel features the three most important companies building ZKPs: Zcash, Coda, and Starkware. Panel participants include Kyle Samani of Multicoin Capital; Uri Kolodny, StarkWare Industries; Evan Shapiro, Coda; and Josh Swihart, Zcash Company.
Dec 18, 2018
30 min
Fall 2018 Multicoin Summit: On Aggregation Theory and Thin Protocols
Fat Protocols sparked a revolution when it was first published in 2016. It’s absolutely essential reading for everyone in the industry. This panel brings together three leading GPs in crypto to reexamine the thesis and challenge its long-term viability two years after it was first proposed. This panel features Kyle Samani of Multicoin Capital; Joey Krug, the Co-CIO of Pantera Capital (and the co-founder of Augur, a decentralized prediction market platform); and Jesse Walden, a Partner at a16zcrypto.
Dec 18, 2018
35 min
Fall 2018 Multicoin Summit: The Evolving Role of Crypto Investors
The role of crypto investors is evolving—rapidly. Blockchain technologies will create trillions of dollars of value over the next decade. But investing in tokens is fundamentally different than investing in companies. New tools, heuristics, and security measures are required to responsibly invest in this ecosystem. This panel features Tushar Jain, Multicoin Capital; Ari Paul, Blocktower Capital; Alex Felix, CoinFund; Josh Nussbaum, Compound.vc; and Shane Molidor, FBG One.
Dec 18, 2018
55 min
Fall 2018 Multicoin Summit: On Portfolio Construction with Fred Wilson
In this fireside chat Fred Wilson of Union Square Ventures and Tushar Jain of Multicoin Capital explore the ins and outs of modern portfolio construction for allocators and fund managers alike, traversing key issues such as how to think about long-term vs. short-term conviction, thematic discovery, strategic exposure, how to pick winners, and (VCs) investing in cryptofunds, to name a few.
Dec 18, 2018
46 min
Multicoin Summit May 2018: Exploring The N Dimensional Trade Off Space Of Smart Contract Platforms
James Prestwich of Summa, Ali Yahya of Andreessen Horrowitz, and Zaki Manian of Cosmos discuss the types of trade offs that various smart contract platforms are making, and the implications of usability and dapp development.
Oct 11, 2018
42 min
Multicoin Summit May 2018: Paths To Tens Of Trillions
Ryan Selkis of Messari and Kyle Samani of Multicoin Capital discuss the ways by which some crypto assets may become worth tens of trillions of dollars.
Oct 11, 2018
47 min
Multicoin Summit May 2018: The State Of Dapp Development
Vinny Lingham of Civic, Matt Luongo of Keep, Yaniv Tal of The Graph, and Nadav Hollander of Dharma discuss the challenges of developing dapps today, and their expectations for dapp development moving forwards.
Oct 11, 2018
45 min
Kyle and Tushar on Invest Like the Best
Kyle and I recently joined Patrick O’Shaughnessy on the Invest Like the Best podcast. Patrick is a great interviewer who approaches this space with a skeptical investor's mindset.  I highly recommend this episode if you are interested in learning more about the different viewpoints in crypto investing. We had a wide ranging conversation on topics including: Paths to Tens of Trillions: Store of Value or Utility Hypothesis? Moneyness as an emergent phenomenon The new design space enabled by smart contract platforms Network effects of peer-to-peer digital cash vs. digital gold The n-dimensional tradeoff space of various platforms Challenges of investing in open-source protocols Opportunities for the tokenization of securities
Jun 19, 2018
56 min
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