/ Insights

/On Value Capture at Layers 1 and 2

Kyle Samani
March 14, 2019 | 8 Minute Read

Among the crypto development and investor communities, the most popular term is “protocol,” and for good reason. Everyone is building a protocol (and presumably these protocols offer investors and employees some way to generate returns).

Kyle Samani
March 14, 2019 | 8 Minute Read

/Binance Coin ($BNB) Analysis and Valuation

Kyle Samani
Spencer Applebaum
February 19, 2019 | 5 Minute Read

Binance is the crypto exchange that best exemplifies Bezos’s famous quote. The industry leading exchange charges the lowest fees in the industry as a strategy and competitive advantage.

Kyle Samani
Spencer Applebaum
February 19, 2019 | 5 Minute Read

/Our Investment in The Graph

Kyle Samani
January 28, 2019 | 3 Minute Read

I’m proud to announce that Multicoin has led a $2.5M seed round in The Graph. We believe that The Graph is going to be one of the most important protocols in the Web3 stack.

Kyle Samani
January 28, 2019 | 3 Minute Read

/What P2P Markets are Better Decentralized?

Kyle Samani
January 8, 2019 | 10 Minute Read

Over the last 20 years, a lot of companies have built large online marketplaces to connect buyers and sellers. Amazon, eBay, Uber, and AirBnb typically come to mind as the most obvious examples. But there are many more.

Kyle Samani
January 8, 2019 | 10 Minute Read

/Questions From the Crypto Idea Maze

Kyle Samani
December 20, 2018 | 10 Minute Read

As 2018 comes to a close, we’ve been thinking about some of the big questions that crypto still needs to answer.

Kyle Samani
December 20, 2018 | 10 Minute Read

/Multicoin Summit Panels: Fall 2018

John Robert Reed
December 18, 2018 | 7 Minute Read

Our Fall 2018 Summit brought together some of the brightest minds and biggest thinkers in crypto at New York City’s Dream Hotel. We were very fortunate to have some of our speakers travel from halfway around the world to be with us for this meeting of the minds.

John Robert Reed
December 18, 2018 | 7 Minute Read

/A New Model for Token Distribution

Kyle Samani
November 9, 2018 | 9 Minute Read

Crypto networks are supposed to be decentralized. As Balaji Srinivasan, CTO of Coinbase, has written, decentralization can be measured in a number of dimensions.

Kyle Samani
November 9, 2018 | 9 Minute Read

/Our Investment in Starkware

Kyle Samani
October 30, 2018 | 4 Minute Read

Today we’d like to announce Multicoin Capital’s investment in StarkWare’s $30M Series A financing alongside a cast of other great investors, including: Paradigm, Sequoia, Intel Capital, DCVC, Wing, Consensys, Atomico, Coinbase Ventures, Collaborative Fund, Scalar Capital, Semantic Ventures, Pantera, and Floodgate.

Kyle Samani
October 30, 2018 | 4 Minute Read

/The Evolving Role of Crypto Investors

Tushar Jain
October 23, 2018 | 11 Minute Read

The best way to capture alpha as an investor is to create it. Private equity firms have practiced this for decades: groups like TPG acquire businesses and devote significant management resources to improving the business prior to selling.

Tushar Jain
October 23, 2018 | 11 Minute Read

/$100 Trillion

Kyle Samani
October 9, 2018 | 12 Minute Read

On October 5, 2018, Yale, the iconic long-term investor that other endowments look to for guidance, made a historic investment in two funds dedicated to crypto, signaling to many that institutional floodgates are officially open.

Kyle Samani
October 9, 2018 | 12 Minute Read
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