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Conversations From The 2021 Multicoin Summit [VIDEOS]

December 17, 2021 | 7 minute read

The 2021 Multicoin Summit was our biggest yet. For those who attended, it was fantastic to see all of you in real life again after two years of quarantine. For those who couldn’t make it, we prepared the following videos below to help you experience the summit from afar.

This year’s summit was a first for many; we were very fortunate to welcome a number of new LPs to the partnership this year. As that was the case, we used this summit as an opportunity to share an update on the firm (as heard in the opening remarks), as well as to present more detail on how we think and operate the firm (as heard in Multicoin’s 2022 Outlook).

Beyond discussing the firm, we design summits with the intent of spotlighting trends in the industry that we think will have an outsized impact. At a 10,000-foot view, the trends we chose to magnify this year were: composability, creator monetization, the metaverse, moving up the Web3 stack, and the path to onboard billions of users to crypto. With that introduction, I invite you to explore each of the videos below. I hope you enjoy the best conversations from the 2021 Multicoin Summit.

Opening Remarks

Tushar kicked off the summit with an overview of the firm and its growth throughout 2021. While 2021 was certainly a difficult year for many, it was unquestionably an explosive year for the firm. We nearly doubled the team and expanded the firm in practically every dimension. In this presentation, Tushar discusses the firm’s growth in the context of the tailwinds driving the industry.

Defining the Next Generation of Crypto Apps with Composability

As is our custom, Kyle presented the first keynote presentation. In this talk, Kyle introduces the idea of composability and explains why it’s at the center of the firm’s investment strategy for the year ahead. He then goes on to explore the state of the Solana ecosystem and the “primordial soup” of composable primitives that exist (or are soon to exist), and how those primitives will compose to create new DeFi and consumer applications as well as new, higher-order composable “legos.”

Creator Monetization with Roniel Rumburg

In this conversation, our partner Matt Shapiro interviews Roniel Rumburg, the co-founder and CEO of Audius. With a background in computer science and venture capital and a genuine passion for music, he is at the forefront of the creator economy movement. With Audius, he is pioneering a new set of tools that will unlock a new generation of creators to connect more intimately and directly with fans. This conversation covers a wide range of topics ranging from the current media distribution, to social tokens and NFTs, to creator monetization models.

A Walk Through The Metaverse with Matthew Ball

Matthew Ball, the Managing Partner of EpyllionCo and famed essayist, joins Kyle on stage next for what ends up being a brisk stroll through the metaverse. Matthew’s effortless distillations of computing and cultural history paint a compelling picture of the metaverse and argue why now—as major technological, infrastructure, and hardware forces collide—we’re ready to see the next major computing paradigm emerge.

The Future of On-Chain Credentialing with Harry Zhang

After two years in China, my partner Mable Jiang finally was able to join us stateside for an in-the-flesh conversation with Harry Zhang, the co-founder and project lead of Project Galaxy. Project Galaxy makes it possible to curate on-chain and off-chain credentials, which, combined with NFTs and other crypto-native media and interactions, unlocks a new way to coordinate with individuals in a Web3-native way. This conversation covers a lot of ground, including the emergent category of Utility NFTs.

Multicoin Capital’s 2022 Outlook

We were very fortunate to have Packy McCormick, the founder of Not Boring, one of Multicoin Capital’s favorite newsletters, join Kyle and Tushar on stage for a conversation about our 2022 outlook. As I mentioned above, the firm grew tremendously this year, and with it the way we operate. This conversation starts with an introduction of the firm, our roots and where we came from and then gones on to explore how we identify theses and make decisions. It concludes with Kyle and Tushar sharing what Multicoin is looking forward to most in the year ahead.

Building Physical Infrastructure With Crypto Networks

Later in the afternoon Tushar retakes the stage with Amir Haleem, the co-founder of Helium, and Ariel Seidman, the founder of Hivemapper, to discuss how crypto incentives can be leveraged to build and deploy physical infrastructure in the real world. While both of these projects are objectively very different, they share many similarities insofar as they are both coordinating people to build real-world networks—in this case wireless networks and open maps. They are representative of a new category of crypto-projects that bridge crypto to the physical world.

Crypto in the Browser with Brendan Eich

Last but certainly not least, Kyle welcomes Brendan Eich, the CEO of Brave and the creator of Javascript, to the stage to discuss his plans for crypto in the browser. This conversation traverses Brendan’s deep history with browsers, Brave’s most recent announcements at Solana’s Breakpoint conference, and Project Themis, the company’s ambitious new advertising platform.

Disclosure: 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. Multicoin Capital abides by a “No Trade Policy” for the assets (other than BTC, ETH and stablecoins) discussed in this report for three days following its public release. At the time of publication, Multicoin Capital affiliated funds hold positions in AR, AUDIO, GXY, HNT, MNGO, OXY, RNDR, SOL, and SRM.

Important Disclaimers:

THIS PRESENTATION 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. THESE MATERIALS HAVE BEEN PREPARED BY MULTICOIN CAPITAL MANAGEMENT, LLC (TOGETHER WITH ITS AFFILIATES, “MULTICOIN”) AND IS SUBJECT TO CHANGE. 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.

THIS PRESENTATION IS NOT INTENDED TO 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, AND ANY PROSPECTIVE INVESTOR SHOULD CONSULT ITS OWN ATTORNEY, BUSINESS ADVISOR, AND TAX ADVISOR AS TO LEGAL, BUSINESS, AND TAX ADVICE. THIS PRESENTATION IS PROVIDED ON A LIMITED BASIS FOR INFORMATIONAL PURPOSES ONLY. MULTICOIN BELIEVES THAT THE INFORMATION PROVIDED HEREIN IS RELIABLE BUT DOES NOT GUARANTEE ITS ACCURACY OR COMPLETENESS. MULTICOIN DOES NOT UNDERTAKE TO UPDATE THIS PRESENTATION.

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 VIDEO MAY NOT BE SUITABLE FOR YOU OR ANY OTHER PARTY.

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