In this episode, Ben sits down with Kyle Samani, Co-Founder and Managing Partner of Multicoin Capital. Kyle has been at the forefront of blockchain technology and innovation since founding the firm in 2017. Kyle is known for his non-consensus perspectives and his ability to break down business concepts and market structures to their core essence. Let's get into it.

Timestamps

2:50 What are the lessons learned from Pristine?

6:20 What were the biggest takeaways from Vision Pro?

12:30 How do you best consume information?

13:47 What is your process for developing investible theses?

16:30 Was the value proposition for Helium clear to you immediately?

18:48 Lessons learned from evaluating DePIN projects?

22:12 Evaluating market structures?

25:14 Opportunities at the intersection of AI x crypto?

30:25 What do you think about Zero Knowledge tech and Privacy?

34:47 Issues with restaking and EigenLayer?

38:39 How has VC in crypto evolved?

40:51 Do you consider MultiCoin to be a generalist?

43:07 What emerging categories are most appealing to you at the moment?

46:53 What is your most contrarian take on crypto?

49:32 What is your most contrarian take outside of crypto?

50:54 Where can people learn more about you?

Resources Mentioned

Connect with the guest

Follow Kyle on Twitter https://twitter.com/KyleSamani

Follow Multicoin on Twitter https://twitter.com/multicoincap

Multicoin https://multicoin.capital/

Disclaimer

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.

Quick reminder that despite our guest this week being a managing partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

Multicoin - Kyle Samani (Episode #23)

Scenius Studio