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Multicoin Capital宣告诞生

Kyle Samani
Tushar Jain
2017年8月9日 | 2 Minute Read

Tushar Jain和我今天激动的宣布我们的事业开启了全新篇章: Multicoin Capital。

Multicoin Capital 是一支专门投资加密资产(如比特币、以太币和其它很多规模较小的替代币种)。我们会通过参与公开市场流动,让投资者享受到风险投资的回报。

我们之间的故事

我们两人大约10年相识于纽约大学。 尽管我们当时在学习金融专业,但都对科技更感兴趣。

下面看一下我们自2010年以来的一些往来邮件:

我们两人是在2008年至2012年就读纽约大学。 在那期间我们观察了移动应用的第一波爆发浪潮—Foursquare、GroupOn、Instagram、Twitter等等。 科技领域令我们痴迷。在毕业之前,我觉得放弃寻常的金融从业之路,转投计算工程领域,之后在得克萨斯州奥斯汀(从事医疗IT行业)的VersaSuite做过销售和产品经理。Tushar毕业后搬到奥斯汀,加入 VersaSuite 公司。

毕业一年后,我们离开了VersaSuite,分别开始创业:我创立了Pristine(为医疗专业人士提供Google Glass应用);Tushar创建了ePatientFinder(利用电子诊疗数据识别和招募病人参加医疗试验)。我们当时是租房室友,在一间有些矮矮的公寓创立了两家不同的公司:

我们在得克萨斯州奥斯汀住的公寓

我们两人后来分别获得数以百万美元的风险投资,在两个有趣的领域打造出小有成就的企业。

但金融是我们的老本行,我们从来没丢过这门本事。

我们自2013年起开始投资加密资产。但我们是在2016年初为以太坊的巨大技术愿景而折服,开始真正严肃考虑在加密领域的发展。2016年夏季正是DAO危机发生的时候,但我们加倍下注对ETH的投资。

随着ETH价格在2017年飙升,我们开始从ETH投资收益转投其他更具投机性的加密协议。我们开始向朋友们讲述这些投资。他们往往在做了一两个小时的阅读后,向我们问出同一个问题:

“我能投资什么加密基金?”

因此Multicoin Capital应运而生。

身为企业家,Tushar和我立刻意识到,当脑袋中有了与产品市场高度契合的理念,你立刻奋不顾身去投入其中。

我们在5月初开始全力投入Multicoin的筹备工作,在2017年8月1日进行了第一次收盘。

基金细节

我们确认了加密资产最具前景的用例,在这些用例中认真推敲了团队、项目和社区。我们将通过投资直接竞争项目的方式对冲风险。目前我们持有25种加密资产,意味着我们很可能是当前投资标最多元化的加密基金。

我们的投资理念很简单:

区块链将会影响到全球众多产业中数以万亿美元的经济活动。加密资产的供应量有限;需求增加则会推高价格。面对动荡极大、价格多变的这一资产类别,基金多元化是管理风险敞口的最有效途径。我们为投资者提供三种价值:

1) 基础研究—我们对加密资产采取技术至上的研究原则。我们深入挖掘项目的白皮书,审查其技术、经济原理、游戏规则等。我们寻找的是能改写全球商业世界中主流类别格局的项目和协议,投资那些能满足我们定量和定性指标的协议。我们密切监控市场,根据信息动态和市场条件变化来调整我们的仓位。

2) 安全—我们所有的私钥都是冷存储。这意味着(实际控制资产的)私钥从来不会接触互联网。另外我们还在所有加密资产中采用自有的多重签名技术,甚至包括那些在原生协议层并不支持多重签名的币种。

3) 仓位调整—我们每个月进行仓位平衡。考虑到我们采用冷存储,这一任务尤为艰巨。

我们很乐意重点推介参加Multicoin第一次收盘的两位知名投资人:

David Johnston 2012年开始投资比特币。他在2013年参与创立了比特币领域的第一家天使投资集团BitAngels,后者在全球扩大到拥有超过500名成员。2013年稍晚, David撰写了《去中心化应用通用理论》(The General Theory of Decentralized Applications)白皮书,后者定义了打造类似比特币的其它区块链项目的模式 (为以太坊及其它许许多多项目奠定了基石)。他在2014年推出全球第一支加密资产风险投资基金Dapps Fund。 该基金在24个月时间内带来超过8倍回报。他之后与他人联合创立Factom (一家颇具知名度的加密项目,其代币总市值超过1.5亿美元),他目前仍担任该项目董事长。Factom公司拥有约40名员工,融到了900万美元风投资金。另外David 还投资了Multicoin Capital普通合伙基金,并加入其董事会。

Joshua Baer 是一位连续创业者,也是奥斯汀最大的共享办公和科技孵化器Capital Factory的创始人兼执行董事 。Josh运营着Capital Factory 旗下多支风投基金,据权威数据统计机构PitchBook称,他是自2013年以来得克萨斯州最为活跃的早期阶段投资人。

Tushar 和我真诚得表示,我们人生中之前还从未有过如此兴奋的感觉。区块链会重构全球经济活动的经脉、创造出大批的新赢家。我们极为幸运得有机会共襄盛举,亲身参与我们一生中重新定义技术转型的这一新浪潮。

尽情干杯,愿私钥与您同在!

另外,特别感谢Riveles法律集团、MG Stover以及Arthur Bell的团队,他们分别为我们提供律师、基金行政管理和审计服务。他们帮着我们在两个月时间内创立两家普通合伙人实体、两家有限合伙人实体,以及一家开曼群岛实体(面向国际投资者)。

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