/ Writing

/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

/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

/Our Investment in Skale

Kyle Samani
October 4, 2018 | 5 Minute Read

Today I’m extremely excited to announce that we led a $9.65M investment round in SKALE.

Kyle Samani
October 4, 2018 | 5 Minute Read

/Announcing Aurora EOS

Myles Snider
September 18, 2018 | 4 Minute Read

Today I’m very excited to unveil a secret project that some people inside of Multicoin have been working on for a few months: Aurora EOS.

Myles Snider
September 18, 2018 | 4 Minute Read

/Debunking Market Narratives: Litecoin ($LTC) Edition

Tushar Jain
Spencer Applebaum
September 14, 2018 | 16 Minute Read

Narratives are an immensely powerful tool, so much so, that experts generally attribute civilization’s rapid development to humans’ ability to efficiently tell stories. Due to their impact on human behavior, narratives can significantly affect our perception of value. In the current crypto market climate, reality is often overlooked in favor of narrative propagation. As such, it is important to evaluate the accuracy of popular beliefs, and separate the signal from the noise.

Tushar Jain
Spencer Applebaum
September 14, 2018 | 16 Minute Read
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