최근 멀티코인 캐피털은 멀티코인 사에 대한 신규 투자자들에 대해 공지한 바 있습니다. 저는 이러한 투자자들과 함께 멀티코인 캐피털에 투자할 수 있음을 매우 기쁘게 생각합니다.
암호자산 투자는 VC와 헤지펀드 모두의 성격을 가진 주체가 집행해야 하는 매우 특수한 영역입니다. 투자자는 마치 VC처럼 팀 자체에 대한 평가와 기술, 시장 크기, 경쟁 구도, GTM(go-to-market) 전략에 대해 꼼꼼히 살피고 평가해야 하면서도, 굉장히 유동적인 자산임을 주지하고 있어야 합니다. 암호화폐 시장은 24시간 장이 열리고 매우 변동성이 심합니다. 새로운 정보가 계속해서 등장하는 것도 VC 투자와는 다른 점입니다. 이러한 어려움을 기회로 전환하기 위해서는 적극적인 참여와 관리, 그리고 장기적 사고를 기반으로 한 투자 전략을 필요로 합니다.
멀티코인 캐피털의 수장인 Kyle Samani와 Tushar Jain은 암호자산 업계에서 가장 똑똑하고, 성실하며, 지식이 풍부한 투자자들입니다. 이들이 시장에 지속적으로 제공하는 수준 높은 분석 리포트들은 저의 눈을 사로잡았습니다. 멀티코인이 시장에 제공한 글들은 업계 참가자들이 토큰의 유통속도, 가치평가 및 분산형 블록체인 시스템의 장단점과 같은 주요 개념에 대한 이해를 높이는데에 크게 기여했습니다. 멀티코인이 특별한 이유는 단순히 유능한 트레이더에 그치지 않고, 매우 빠르게 변화하는 산업 속에서 새로운 기술을 심도있게 평가할 수 있는 기술 이해도를 갖추었다는 점입니다. 저는 멀티코인을 통해 너무나 많은 걸 배울 수 있었습니다.
암호자산이라는 너무나 새로운 자산군에 멀티코인은 아주 적합한 회사입니다. Kyle과 Tushar는 VC와 헤지펀드들이 가진 특장점만을 취하면서도 기본 원칙에 충실한 이들입니다. 이것이 바로 제가 멀티코인 캐피털에 투자한 이유이며, 앞으로도 오랜 기간 파트너십을 지속하길 기대합니다.
David Sacks는 Craft Ventures의 공동 설립자이자 제너럴 파트너입니다. David은 이베이(Ebay) 사가 페이팔(Paypal)을 인수하기 이전에 최고운영책임자(COO)를 역임했습니다. 또한 마이크로소프트가 12억 달러에 인수한 Yammer를 공동 창업한 바 있습니다.
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.
Multicoin has established, maintains and enforces written policies and procedures reasonably designed to identify and effectively manage conflicts of interest related to its investment activities. For more important disclosures, please see the Disclosures and Terms of Use available at https://multicoin.capital/disclosures and https://multicoin.capital/terms.