/ Insights

/Fear, Uncertainty & Doubt in 2020 with Galaxy Digital on Heard Around the Block

Multicoin Capital
by Multicoin Capital
May 18, 2020 | 4 minute watch

The past two months have been unprecedented ones for all of us. Given the significant moves in digital assets' price and volume levels, many have openly wondered if Bitcoin in particular has lived up to its purpose.

Multicoin Capital
by Multicoin Capital
May 18, 2020 | 4 minute watch

/Ben Sparango and Tony Sheng talk The Trust Spectrum on the Chain Reaction Podcast

Multicoin Capital
by Multicoin Capital
May 13, 2020 | 39 minute watch

In this episode, Tom Shaughnessy talks with Ben Sparango and Tony Sheng of Multicoin capital to discuss their latest report on The Trust Spectrum. We will keep this short, as the episode covers everything - enjoy and share!

Multicoin Capital
by Multicoin Capital
May 13, 2020 | 39 minute watch

/Is Crypto the Next Cleantech? Tushar Jain talks with Galaxy Digital Trading on Heard Around the BLOCK

Multicoin Capital
by Multicoin Capital
May 12, 2020 | 4 minute watch

As with many new fields, crypto and blockchain technologies have doubters, and certainly some with reasoned points of views. One line of criticism is that no matter how big crypto gets, it may end up like cleantech-- full of innovation, but perhaps not able to generate a predictable return for investors.

Multicoin Capital
by Multicoin Capital
May 12, 2020 | 4 minute watch

/Ethereal Virtual Summit 2020: Fireside Chat with SKALE Labs

Multicoin Capital
by Multicoin Capital
May 12, 2020 | 27 minute watch

The two-day Ethereal Virtual Summit agenda features 100+ ecosystem leaders and can't-miss talks on the most exciting trends in the blockchain space, from decentralized finance to Ethereum 2.0. This interview features Jack O'Holleran (SKALE Labs) and Stan Kladko (SKALE Labs) Interviewed by Tushar Jain (Multicoin Capital).

Multicoin Capital
by Multicoin Capital
May 12, 2020 | 27 minute watch

/Digital Asset Strategy Summit (DASS): How does COVID-19 impact Bitcoin and the digital gold thesis?

Multicoin Capital
by Multicoin Capital
May 7, 2020 | 8 minute watch

Kyle Samani and Don Friedman, founder of the Joint Venture Group, discuss COVID-19 and impact Bitcoin and the digital gold thesis at the Digital Asset Strategy Summit (DASS). What kind of businesses are doing well in this time of crisis, and what kinds of new distressed opportunities are there in the crypto space?

Multicoin Capital
by Multicoin Capital
May 7, 2020 | 8 minute watch

/Lightning 2020: A Toolkit for Heretical Web3 Developers

Ryan Gentry
May 5, 2020 | 11 minute read

Many developers and investors interested in building Web3 gave up on building on top of Bitcoin years ago, assuming that its limited throughput, high latency, and conservative programmability made such development impossible. Indeed, this is precisely what led to the birth of Ethereum, and a plethora of Web3 platforms (e.g. Arweave, Cosmos, Polkadot, Solana, Near) that developers are leveraging today.

Ryan Gentry
May 5, 2020 | 11 minute read

/The Stacks Podcast with Kyle Samani & Muneeb Ali (Blockstack PBC)

Kyle Samani
May 4, 2020 | 49 minute watch

Kyle Samani, the Managing Partner of Multicoin, and Muneeb Ali, the Co-Founder of Blockstack, join the The Stacks Podcast to discuss research, investment theses, and debate the biggest trends in the industry.

Kyle Samani
May 4, 2020 | 49 minute watch

/On Forking DeFi Protocols

Kyle Samani
April 16, 2020 | 14 minute read

As a suite of new layer 1 blockchains are launching, I’ve been thinking about Ethereum’s network effects, and the defensibility of the DeFi protocols built on top of Ethereum. A couple of years ago, I wrote about the network effects of non-sovereign layer 1 monies like Bitcoin and Ethereum.

Kyle Samani
April 16, 2020 | 14 minute read

/Our Investment in dForce: The DeFi Super-Network

Mable Jiang
April 14, 2020 | 5 minute read

Today I’m excited to announce that Multicoin Capital led a $1.5M round in dForce, the world’s first unified network for open finance protocols. Coinvestors include our friends at China Merchant Bank International (CMBI) and Huobi Capital.

Mable Jiang
April 14, 2020 | 5 minute read

/Unchained Podcast Audio Essay: The Most Forkable DeFi Protocols on Ethereum

Multicoin Capital
by Multicoin Capital
April 7, 2020 | 45 minute listen

As a suite of new layer 1 blockchains are launching, I’ve been thinking about Ethereum’s network effects, and the defensibility of the DeFi protocols built on top of Ethereum.

Multicoin Capital
by Multicoin Capital
April 7, 2020 | 45 minute listen
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