直接在收件箱中接收关于加密货币的最佳见解。在下面订阅我们的新闻通讯。

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Writing

Recent Writing

Publisher-Exchanges: Consumer Applications and the Attention Theory of Value

Shayon Sengupta
March 12, 2024 | 12 minute read

“The price is the news” is an often used adage in crypto circles any time there is heightened engagement and awareness around a network following fast price action. It has become clear to me that the inverse of this statement is perhaps more profoundly true: “The news is the price.” In my contribution to What Multicoin is Excited About For 2024, I described a marked shift in how markets price assets that I labeled the “Attention Theory of Value.”

The Holy Grail of Cryptography

Kyle Samani
March 7, 2024 | 4 minute read

In some sense, every server-side security vulnerability or exploit over the last 30 years shares the same root cause: some sensitive piece of data was left unencrypted (or an attacker gained access to a decryption key). When presented in this frame, the solution is fairly obvious: don’t ever decrypt data, and ensure no decryption key is ever stored on any server.

Building The Internet of GPUs

Shayon Sengupta
March 5, 2024 | 5 minute read

We are excited to announce our investment in io.net, the leading distributed compute marketplace for AI workloads. We led the seed and participated in the Series A Round. In total, io.net has raised $30M from Multicoin, Hack VC, 6th Man Ventures, Modular Capital, and a syndicate of deeply connected angel investors to make on-demand, production-ready compute markets a reality.

The Foundational DeFi Primitive of Filecoin

Kyle Samani
February 6, 2024 | 3 minute read

The Filecoin Virtual Machine (FVM) launched on March 14, 2023 (pi day). There is nothing else in crypto quite like the FVM. It allows developers to bind payments and DeFi to real world primitives on the Filecoin network, starting with storage. Over time, we expect the FVM to also allow for direct programmability of bandwidth and compute resources as well.

What Multicoin Is Excited About For 2024

Multicoin Capital
By Multicoin Capital
January 16, 2024 | 12 minute read

At the end of every year we come together and discuss some of the biggest changes we’re expecting in the year ahead. For the first time, we’re publishing these ideas. Please feel free to reach out to any of us to discuss these ideas further.

预言机与应用程序拥有的订单流拍卖的新领域

Shayon Sengupta
December 14, 2023 | 7 minute read

今天,我们很高兴地宣布投资 Pyth Network,这是加密领域领先的第一方预言机。 加密货币中,传统预言机背后的隐含前提是,所有数据(包括金融数据)都可以免费获取并可供链上合约访问。因此,预言机只需要激励供应方网络贡献者收集和聚合这些数据,达成共识,并将其带到链上。

与 Squads 一起发展

Vishal Kankani
October 16, 2023 | 6 minute read

今天,我们很自豪地宣布投资于 Squads Labs。Squads Labs 是 Solana 上领先的多重签名解决方案 Squads Protocol 的核心贡献者。他们最新一轮 570 万美元融资使 Squad 迄今为止的总融资达到 1250 万美元。 我们于 2021 年底首次投资了 Squads,从那时起,它们已发展成为 Solana 生态系统中的强大力量,并且我们相信,它们是 Solana 上面向机构交易者、加密产消者和构建者的一流多重签名解决方案。

2023 年 Multicoin 峰会的讨论

John Robert Reed
October 6, 2023 | 7 minute read

9 月 27 日至 28 日,我们在德克萨斯州奥斯汀举行了年度峰会,汇聚了加密货币领域最聪明、最有影响力的一些人士,探讨该行业的最新趋势和问题。这次活动主要是为我们的有限合伙人举办,所以再次感谢今年参会的所有人。我们感谢你们一直以来的支持。

链上 FHE 的黎明

Kyle Samani
September 26, 2023 | 7 minute read

十年来,加密领域最具挑战性的两个技术问题已经很明显:扩展性和保密性。业内大多数讨论都是围绕在扩展性的;与此同时,少数团队仍继续悄悄地构建各种高级加密技术,以实现保密。 今天,我很高兴地宣布,Multicoin 已经对 Fhenix 进行了 750 万美元的投资,而该投资正在开创一种全新的链上保密方法。

探索 DePIN 网络的设计空间

Shayon Sengupta
Tushar Jain
September 21, 2023 | 17 minute read

2022 年 4 月,我们发表了论文物理工作证明(PoPW)网络(现在,更通俗地称为“分散式物理基础设施网络”,或简称“DePIN”)。在这篇文章中,我们写道: “[PoPW 网络] 激励人们做一些可验证的工作,以构建现实世界的基础结构。 与有形基础设施建设的传统资本形成形式相比,这些是不受限制、可信和中立的协议:

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