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Epicenter #361: Kyle Samani, Sebastien Couture & Brian Fabian Crain

Multicoin Capital
By Multicoin Capital
October 16, 2020 | 80 minute listen

Editor's Note: This podcast was originally published by Epicenter. Please follow the related links to visit their content. The following description has been syndicated here for reference.

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Description

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 discussed 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

Links mentioned in this episode:

  • Multicoin Capital: bit.ly/34WCDyK
  • Multicoin's first appearance on Epicenter: bit.ly/2H0TM2d
  • Multicoin blog: bit.ly/3iURGhF
  • The Multicoin Thesis: bit.ly/2SPBtj1
  • Multicoin on Twitter: bit.ly/3lH0klE
  • Kyle on Twitter: bit.ly/3iSnm7i

Disclosure: Unless otherwise indicated, the views expressed in this post are solely those of the author(s) in their individual capacity and are not the views of Multicoin Capital Management, LLC or its affiliates (together with its affiliates, “Multicoin”). Certain information contained herein may have been obtained from third-party sources, including from portfolio companies of funds managed by Multicoin. Multicoin believes that the information provided is reliable but has not independently verified the non-material information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in this blog are subject to change without notice and may differ or be contrary to opinions expressed by others.

The content is provided for informational purposes only, and should not be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete.  The contents herein are not to be construed as legal, business, or tax advice. You should consult your own advisors for those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services.  Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by Multicoin, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Multicoin is available here: https://multicoin.capital/portfolio/.  Excluded from this list are investments that have not yet been announced (1) for strategic reasons (e.g., undisclosed positions in publicly traded digital assets) or (2) due to coordination with the development team or issuer on the timing and nature of public disclosure.

This blog does not constitute investment advice or an offer to sell or a solicitation of an offer to purchase any limited partner interests in any investment vehicle managed by Multicoin. An offer or solicitation of an investment in any Multicoin investment vehicle will only be made pursuant to an offering memorandum, limited partnership agreement and subscription documents, and only the information in such documents should be relied upon when making a decision to invest.

Past performance does not guarantee future results. There can be no guarantee that any Multicoin investment vehicle’s investment objectives will be achieved, and the investment results may vary substantially from year to year or even from month to month. As a result, an investor could lose all or a substantial amount of its investment. Investments or products referenced in this blog may not be suitable for you or any other party.

Multicoin has established, maintains and enforces written policies and procedures reasonably designed to identify and effectively manage conflicts of interest related to its investment activities. For more important disclosures, please see the Disclosures and Terms of Use available at https://multicoin.capital/disclosures and https://multicoin.capital/terms.