Conversations with Multicoin Capital

Latest Episodes:

Multicoin Summit May 2018: Exploring The N Dimensional Trade Off Space Of Smart Contract Platforms Oct 11, 2018

Show notes

James Prestwich of Summa, Ali Yahya of Andreessen Horrowitz, and Zaki Manian of Cosmos discuss the types of trade offs that various smart contract platforms are making, and the implications of usability and dapp development.

Multicoin Summit May 2018: Paths To Tens Of Trillions Oct 11, 2018

Show notes

Ryan Selkis of Messari and Kyle Samani of Multicoin Capital discuss the ways by which some crypto assets may become worth tens of trillions of dollars.

Multicoin Summit May 2018: The State Of Dapp Development Oct 11, 2018

Show notes

Vinny Lingham of Civic, Matt Luongo of Keep, Yaniv Tal of The Graph, and Nadav Hollander of Dharma discuss the challenges of developing dapps today, and their expectations for dapp development moving forwards.

Kyle and Tushar on Invest Like the Best Jun 19, 2018

Show notes

Kyle and I recently joined Patrick O'Shaughnessy on the Invest Like the Best podcast. Patrick is a great interviewer who approaches this space with a skeptical investor's mindset.

I highly recommend this episode if you are interested in learning more about the different viewpoints in crypto investing.

We had a wide ranging conversation on topics including:

Paths to Tens of Trillions: Store of Value or Utility Hypothesis?
Moneyness as an emergent phenomenon
The new design space enabled by smart contract platforms
Network effects of peer-to-peer digital cash vs. digital gold
The n-dimensional tradeoff space of various platforms
Challenges of investing in open-source protocols
Opportunities for the tokenization of securities

Conversations with Multicoin Capital - Dhruv Bansal May 30, 2018

Show notes

Tushar recently chatted with Dhruv Bansal, Co-Founder and CSO of Unchained Capital. Dhruv is one of the brightest minds in crypto and had tremendous insights.

We discussed a variety of topics including: Dhruv's background and his introduction to crypto The origin story of Unchained Capital The importance of Bitcoin's Proof of Work consensus mechanism Chia Network's novel consensus algorithm, Proof of Space and Time (PoST) Opportunities for building specialized Chia farming hard drives Is the war against ASICs worth fighting? Is Bitcoin's energy usage inherently bad?

Kyle and Tushar on Unchained May 15, 2018

Show notes

Kyle and Tushar recently joined Laura Shin on the Unchained podcast. This is one of our favorite crypto podcasts.

We had a wide ranging conversation on topics including:

The origin story of Multicoin Capital
The importance of go-to market strategy in crypto
Challenges of investing in the age of open-source protocols
The n-dimensional trade-off space of smart contract platforms
Where Kyle and I disagree on Bitcoin/Lightning Network
Our thoughts on stablecoins

Conversation with Multicoin Capital - EOS May 04, 2018

Show notes

Thanks to everyone for tuning in. Attached are links to our EOS Analysis and Valuation, our report on Delegated Proof of Stake, and our Medium article about censorship resistance and decentralization in EOS. Follow us on Twitter and feel free to reach out! @multicoincap, @kylesamani, @tusharjain_, @myles_snider We're also available by email at research@multicoin.capital Multicoin Capital EOS Analysis and Valuation Multicoin Capital DPoS Report Why Decentralization Matters: A Response

Conversations with Multicoin Capital - IOTA Jan 24, 2018

Show notes

This is the first of many conversations that we will have about various topics in the crypto space. In this conversation, we discuss our latest research report on IOTA. We talk about the key features of IOTA, the nuances of the project, and our research findings. Our discussion is followed by a Q&A in which we field questions from our live audience.