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Epicenter #361:Kyle Samani、 Sebastien Couture、 Brian Fabian Crain

Multicoin Capital
By Multicoin Capital
2020年10月16日 | 80 minute listen

編集者の注意:*このポッドキャストは元々Epicenterによって公開されました。そのコンテンツを参照するには関連リンクに従ってください。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

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説明

Multicoin Capitalは、暗号資産、トークン、ブロックチェーン企業に投資するテーマ型投資会社です。同社はヘッジファンドとベンチャーファンドを運用し、公開、プライベート市場を通じて投資しています。特にスマート契約プラットフォームに非常に強気であり、DeFiは重点分野の1つです。同社はAlgorand、Arweave、Nervos、Skale、ソラナなど複数のプロジェクト、企業に投資しています。

Epicenterでは元々、2018年2月のショーでMulticoinを招きましたが、当時はまだ比較的新しい企業だったほか、われわれはICOバブルの高みにいたのです。共同創設者兼マネージングパートナーのKyle Samaniは、Multicoinがどのように変化したかだけでなく、暗号資産業界全体についても語るためにこのショーに再び参加しています。

このエピソードで説明したトピック: -Multicoinのテーマは何かと、Kyleが前回出演してからこれらが変化したのか -なぜ最も利用されるスマート契約プラットフォームが価値の勝者となるスコアを生み出すのか‐今日の経済における金の役割‐ビットコインが今日の資産運用業界において勢いを得ていること‐最終的にビットコインに取って代わる他の資産‐Multicoinが現時点で支援しているプロジェクト‐DeFi対CeFiとレイテンシー‐実際のDeFiは何かについての協議‐暗号資産の伝統的な金融システムにおける未来の役割と潜在的な新規制による影響‐Multicoinが創業して以来の暗号資産業界の変化とその行方‐現在Multicoinが注目している過小評価された分野

このエピソードで言及したリンク: - Multicoin Capital:bit.ly/34WCDyK - MulticoinのEpicenterへの初出演:bit.ly/2H0TM2d - Multicoinのブログ:bit.ly/3iURGhF - Multicoinのテーマ:bit.ly/25PBtj1 -Multicoinのツイッター:bit.ly/3lH0klE -Kyleのツイッター:bit.ly/3iSnm7i

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.*

Past performance does not guarantee future results. There can be no guarantee that any Multicoin investment vehicle’s investment objectives will be achieved, and the investment results may vary substantially from year to year or even from month to month. As a result, an investor could lose all or a substantial amount of its investment. Investments or products referenced in this blog may not be suitable for you or any other party.

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