As a suite of new layer 1 blockchains are launching, I’ve been thinking about Ethereum’s network effects, and the defensibility of the DeFi protocols built on top of Ethereum.
Believers in the crypto space often parallel it to the early days of the internet. Both started within small technology circles and moved on to a more mainstream audience with their first “killer app”; email in the case of the internet and bitcoin in the case of crypto. While the internet transformed the way we create and receive information, the crypto space is promising to transform the way we create and receive value.
In this episode, Kyle and Anatoly talk about the effects of COVID-19 on the cryptocurrency market, Black Thursday, and how they each see the next few months playing out in both the crypto and traditional markets.
In this very special episode, Ben Sparango (@bennybitcons) from Multicoin Capital and Christian Keroles (@CK_SNARKS) debate the most common critiques for DeFi: DeFi can't scale beyond speculation, DeFi can't bank the unbanked, Composability is a ticking time bomb, The "skeumorphism" of DeFi.
Host Tom Shaughnessy talks to Kyle Samani, Founder and Managing Partner of Multicoin Capital. Kyle discusses his predictions for the middle layer and full-stack development, attracting developers to the crypto space, how competition in the industry will develop, and a complete discussion on the Web3 Stack.
The interview goes into the role of centralized exchanges and implications for the ecosystem, starting with taking a look at Binance’s approach that Multicoin has dubbed “blitzscaling”. Brendan and Kyle further explore networked liquidity and the DeFi ecosystem discussing who might dominate in the space of protocols, aggregators and robo-advisors if non-crypto players with better distribution channels join the space.
Privacy is a fundamental right and crucial for the world of crypto - so why are some investors betting against privacy coins? Multicoin Capital's lead analyst Ryan Gentry joins me in discussing: Why privacy is a feature, not a product; Bearish thesis for Monero & ZCash; How Bitcoin & Ethereum can achieve privacy; and Lightning Network & privacy.
저는 최근 Unchained Capital의 공동 창립자이자 최고전략책임자(CSO)를 역임하고 있는 Dhruv Bansal과 자사의 팟캐스트 채널인 <Conversations with Multicoin Capital>의 에피소드를 진행한 바 있습니다. Dhruv는 이미 업계에서 그의 통찰력과 명석한 두뇌로 평판이 자자한 인물입니다.
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