Multicoin Capital

是一家理论驱动的加密基金,投资于重塑全球经济所有领域的代币和公司.

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Technical Scalability Creates Social Scalability

通過 Kyle Samani

May 25, 2021 | 16 minute read

This essay assumes familiarity with Nick Szabo’s essay on Social Scalability, Vitalik Buterin’s essay on Weak Subjectivity, and Haseeb Qureshi’s essay on Why Decentralization Isn’t As Important As You Think. This essay is not a rebuttal of Szabo’s essay.

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Technical Scalability Creates Social Scalability

This essay assumes familiarity with Nick Szabo’s essay on Social Scalability, Vitalik Buterin’s essay on Weak Subjectivity, and Haseeb Qureshi’s essay on Why Decentralization Isn’t As Important As You Think. This essay is not a rebuttal of Szabo’s essay.

Announcing Venture Fund II

Building on the success of our first venture fund, we’re proud to announce that Multicoin Capital has raised a new $100M venture fund to back entrepreneurs building companies (equity), and protocols (tokens) in and around the crypto space. We have been investing out of this vehicle for several months already.

我们对REALY的投资

今天,我很高兴宣布我们对REALY的种子轮投资,REALY是一个交易潮牌服饰和其他现实世界收藏品的平台。我们在Alameda Research和SNZ Capital的朋友也参加了这一轮。

Helium 飞轮

Helium是一项新的加密经济协议,它代表了一种部署和管理无线网络的全新商业模式,其成本约比传统自上而下的电信商业模式低100倍。Helium支持的首个无线技术是LoRaWAN——物联网设备所用的一种热门技术。2019年,Multicoin Capital和USV(联合广场风投)共同领投了Helium公司的C轮融资。

THORChain 分析与评估

Multicoin Capital持有大量THORChain原生代币RUNE的头寸,THORChain是一个去中心化跨链自动做市商(AMM)。同时,RUNE是我们最大的公开持仓之一。

简述永续合约协议(Perpetual Protocol)

有这样一个流传已久的笑话,所有的金融创新其实可以归结为两点:找出提高杠杆的方法,以及将风险进行捆绑/拆分,从而让投资者更有效地定价资产。 其中,第一个重大的金融创新要追溯到十五世纪的债务与股权分离。它将风险进行拆分,创造了两种风险持有者:债务(低风险,低回报)和股权(高风险,高回报)。

我们对Swivel Finance的投资

今天,我非常高兴地宣布Multicin Capital领投,对Swivel Finance完成了一轮115万美元的种子期融资,Swivel是一个支持固定利率贷款和利率衍生品的新型去中心化协议。 此外,Electric Capital、CMS Holdings、Divergence Ventures、DeFiance Capital等机构以及Ash Egan、Aave的Stani Kulechov、Alex Pack、Imran Khan、Qiao Wang、Thomas Klocanas等多位天使投资也参与了本次投资。

The DeFi Stack

Open Finance is one of Multicoin’s three Crypto Mega Theses, wherein Open Finance is a superset of DeFi. Over the past 12 months, there has been an explosion of activity in DeFi on Ethereum: there is $13.6 billion in capital participating in DeFi, up more than 20x over the last year.

Our Investment in OXIO

I’m excited to announce Multicoin Capital’s investment in OXIO. We led OXIO’s $3.5M seed round last year, and now the company is emerging from stealth following a $12M Series A financing led by two of the top VCs in Latin America, monashees and Atlantico Capital.

Watch Fireside Chats with Solana, Helium, Ribbit Capital from the Fall 2020 Multicoin Summit

With another successful summit in the books, I’m delighted to share three of our most popular fireside chats from our fall summit. This year, we held our first virtual event, the first of hopefully many more to come. It was a great format that afforded us the opportunity to reach more people around the world and go deeper than we ever have before.