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Kyle Samani participa en On The Brink presentado por Castle Island

Multicoin Capital
By Multicoin Capital
12 de octubre de 2020 | 56 minute listen

Nota del editor: Este podcast fue publicado originalmente por On The Brink. Sigue los enlaces relacionados para visitar su contenido. La siguiente descripción se ha indicado aquí como referencia.

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Descripción

Kyle Samani, cofundador y socio gerente de Multicoin, se une a Nic Carter y al equipo de Castle Island para hablar de sus opiniones actuales sobre Bitcoin, Ethereum, y para dar una actualización sobre web3 y cómo Multicoin está abordando la oportunidad. En este episodio:

  • Opiniones actuales de Kyle sobre Ethereum, su posicionamiento y sus perspectivas para completar la hoja de ruta
  • Sobre si los efectos de la red de liquidez para las cadenas de contratos inteligentes son insuperables
  • Sobre lo que se necesita para que las cadenas de bloques públicas alcancen una escala global
  • La visión cambiante de Kyle sobre el Bitcoin a lo largo del tiempo
  • El efecto de WBTC sobre Ethereum
  • El tema sobre el que Kyle ha cambiado de opinión de forma más drástica recientemente
  • La opinión de Kyle sobre la validez de las valoraciones DCF para los tokens DeFi
  • La teoría de Kyle sobre qué clases de tokens DeFi deberían acumular valor a largo plazo
  • Una retrospectiva sobre la tesis del EOS de Multicoin y dónde hubo tropiezos
  • Sobre qué entrada de su blog cree Kyle que ha tenido la mejor evolución
  • Sobre lo que significa Web3 para Kyle
  • Sobre qué tan rápido ha crecido Web3 en relación con las expectativas de Kyle en 2017
  • Los proyectos inminentes de la Web3 que, según Kyle, podrían tener una aplicación masiva en el mercado
  • La tesis de Helium de Multicoin y la importancia de LoRaWAN
  • Cómo se modelan los tokenomics de Helium a partir de materias primas físicas
  • Las expectativas de Kyle para las aplicaciones web3 en los próximos 5 años
  • Sobre si Ethereum requiere de web3 para triunfar y viceversa

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. This post may contain links to third-party websites (“External Websites”). The existence of any such link does not constitute an endorsement of such websites, the content of the websites, or the operators of the websites. These links are provided solely as a convenience to you and not as an endorsement by us of the content on such External Websites. The content of such External Websites is developed and provided by others and Multicoin takes no responsibility for any content therein. 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.*

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