Multicoin峰会是一个定向邀请的活动,每半年举行一次。峰会汇聚了加密货币领域的一些最聪明的行业领袖,他们一起讨论业内最重要的趋势和主题。虽然活动主要面向我们的有限合伙人(LP)和行业合作伙伴,但我们努力使读者们能够尽可能地了解峰会上所探讨的内容。 我很高兴地宣布:我们的2019年春季峰会没有让人失望。这是加州阳光明媚的半月湾的另一件大事。我们的特邀发言人包括来自大学捐赠基金,欧洲投资基金的基金(fund-of-funds),原生加密货币的创始人和开发者的代表们,以及一些来自某些最成熟的加密货币企业的高管。我们还介绍了两个 Multicoin 自己创建的预测市场和数据科学项目。 下面我们选择了一些重点话题。出于各种原因,我们暂时无法分享所有峰会内容,但是我们承诺将会在未来几周到几个月内发布更多相关内容。如果您倾向收听音频而不是观看视频,我们还会将这些会谈制作成播客发布。基于以上准则,我们一一展开细说……
百万亿美元的加密主题
犹如一声平地惊雷,Kyle Samani 首次向公众展示了我们的投资主题。几个星期前,我们还发表了该演讲随附的博客:百万亿美元的加密主题。我们将“百万亿美元主题”定义为:以 2019 年美元计价,潜在市值达数万亿的主题。我们预期该主题可以在十年或更长时间内发挥作用,并创造我们投资的绝大部分回报。与加密领域的企业家,商业领袖和投资者接触两年之后,我们对这些主题比以往任何时候都更加坚定。这是一个你不想错过的演讲。点击下方链接观看完整演示,或点击此处阅读随附的博客文章。 视频播放链接
机构投资者的投资组合搭建
我们最常被问到的问题之一是关于机构投资组合的搭建——也就是:资金分配者应如何考虑公司策略,投资组合权重和整体风险。今年,我们很幸运地欢迎欧洲著名基金 L1 Digital 的首席执行官兼首席信息官 Ray Hindi 和北卡罗来纳大学管理公司投资总监 Chris Bartholomew,他们谈论了如何选择基金经理和战略投资组合建设。这次对话涉及广泛的主题,从如何赢得投资委员会到选择基金最重要的属性。如果你想了解长期资本的看法,这个讨论小组做了一个很好的介绍。 视频播放链接
与 Coinbase 的前首席技术官 Balaji Srinivasan 的围炉夜话
差不多一年前,Coinbase 收购了 Earn.com并任命 Balaji Srinivasan 为首任CTO。在我们的峰会一周后,Balaji 离开了 Coinbase。这段视频是 Srinivasan 作为首席技术官的最后一次公开演讲。在一个小时内,Balaji 信手拈来地谈了 Coinbase 的所有主要计划,Coinbase 在生态系统中的角色,Earn.com 的早期成功,以及他可以分享的关于交易所未来增长计划的所有内容。这个讲话是有力和有见地的。详情请观看下面的完整视频。 视频播放链接
预测市场的前景
我们公司的 Matthew Shapiro 就预测市场的承诺进行了精彩的演讲,“预测市场”是加密行业的一个细分主题,我们作为一家公司密切关注该主题。这段夹杂着概述、市场分析和产品评价的 15 分钟演示是对 Augur、Guesser、Veil、BlitzPredict 和 Flux 的导览——它们是去中心化网络上五个最著名的预测市场工具。 视频播放链接
加密市场基础设施的成熟
在这个讨论小组中,Tagomi 的联合创始人 Greg Tusar,Tushar Jain 和Genesis Capital 的 Matthew Ballensweig 探讨了过去一年半时间内加密市场基础设施的成熟(另外,我们最近在 Business Insider 上也发表过相关讨论)。通过这段视频,您可以在一线聆听主要经纪公司和其他服务商如何进入加密世界,机构交易商如何增加交易量和建立新服务,以及这对于希望进入该领域的新投资经理来说意味着什么。 视频播放链接
原生加密货币的度量和数据科学
最后但同样重要的是,我们的数据科学主管 Zach Bolian 就区块链数据的数据科学现状发表了精彩的演讲。除了基础的情感和社交数据之外,Zach 还演示了他开发的定制应用程序,以说明如何使用公共区块链数据来预测未来的去中心化应用(dapp)爆发、行为、使用情况等。 视频播放链接
这就是全部的内容!如果您有兴趣观看峰会中的更多视频,请务必订阅我们的博客,以获取更多最新消息。 您还可以在我们的YouTube频道重新观看以往峰会的视频。
特别感谢 Genesis Capital 对举办本次盛会的合作与协助。他们是在各个方面都让人惊喜的合作伙伴,衷心感谢他们的友谊和支持。
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