29/04/2022

Multicoin Capital is a thesis-driven investment firm that invests in the crypto space. They...

Multicoin Capital is a thesis-driven investment firm that invests in the crypto space. They manage a hedge fund and a venture fund, investing across both public and private markets. Since their founding in 2017, they have become known for their high returns.
We were ed by founders Kyle Samani and Tushar Jain, for Multicoin's third visit on the show, to chat about how they came together to form Multicoin, their current investment thesis and how it has evolved, and the road ahead in the blockchain ecosystem.
Topics covered in this episode:
Tushar and Kyle's backgrounds and what led to Multicoin
Why did they choose to create an investing company?
Their current investment thesis and how it has evolved
Multicoin's decision to not invest in certain lucrative projects
How they chose what to invest in
The Proof of Physical Work thesis
The process of how they select an investment and the strategy behind their portfolio
Projects they regret not investing in
A prediction of how the blockchain ecosystem will look in three years
Dominance of DeFi
Episode links:
Episode 361 with Kyle
Episode 223 with Kyle and Tushar
Protocols dont capture value, DAOs manage risk - thesis
Multicoin on Twitter
Kyle on Twitter
Tushar on Twitter
Sponsors:
ParaSwap: ParaSwap aggregates all major DEXs and makes sure you beat the market price at every single swap and with the lowest slippage - paraswap.io/epicenter
Chorus One: Chorus One runs validators on cutting edge Proof of Stake networks such as Cosmos, Solana, Celo, Polkadot and Oasis. - https://epicenter.rocks/chorusone
This episode is hosted by Friederike Ernst. Show notes and listening options: epicenter.tv/441

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