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カイル・サマニ、キャッスルアイランド主催のOn The Brinkに出演

Multicoin Capital
By Multicoin Capital
2020年10月12日 | 56 minute listen

編集者注:*このポッドキャストは、On The Brinkが公開したものです。コンテンツにアクセスするには、関連リンクをご覧ください。以下の説明は参考のためにここに同時配信されています。*

今すぐ聞きましょう

このリンクをご覧になるとエピソードを全部視聴することができます。

説明

Multicoinの共同創業者でマネージングパートナーであるカイル・サマニが番組に出演し、ビットコイン、イーサリアムについての現在の見解、Web3の最新情報、さらにMulticoinがこの機会をどのように捉えているかについて話します。本エピソード内容:

  • カイルのイーサリアムに対する現在の見解、その位置付け、ロードマップを確立するための見通し
  • スマートコントラクトチェーンの流動性ネットワーク効果は克服されるか
  • パブリックブロックチェーンが世界規模に拡大するのに必要なもの
  • 時間の経過とともに変化するカイルのビットコインに対する見解
  • WBTCがイーサリアムに及ぼす影響
  • カイルの考え方を最近もっとも大きく変えたテーマ
  • DeFiトークンに対するDCF評価の正当性についてのカイルの見解
  • DeFiトークンのどのクラスが長期的な価値を生むかに関するKyleの理論
  • MulticoinのEOSテーマと、それがどこでつまずいたのかを振り返る
  • カイルが最も気に入っている自分のブログ記事
  • カイルにとってWeb3が意味するもの
  • 2017年、カイルの期待と比較してWeb3がどれくらい速く成長したのか
  • カイルが考える、一般市場にも応用可能なこれからのWeb3プロジェクト
  • MulticoinのヘリウムテーマとLoRaWANの重要性
  • ヘリウムのトークン経済が物理的な商品と同じモデルである理由
  • 今後5年間のweb3アプリケーションに対するカイルの期待
  • イーサリアムの成功にWeb3は必要か、またその逆はどうか。

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 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.

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