Conversations with Multicoin Capital

Latest Episodes:

Fall 2018 Multicoin Summit: On Portfolio Construction with Fred Wilson Dec 18, 2018

In this fireside chat Fred Wilson of Union Square Ventures and Tushar Jain of Multicoin Capital explore the ins and outs of modern portfolio construction for allocators and fund managers alike, traversing key issues such as how to think about long-term vs. short-term conviction, thematic discovery, strategic exposure, how to pick winners, and (VCs) investing in cryptofunds, to name a few. This conversation concludes with a passionate debate about the trade offs between smart contract platforms and how decentralized governance is (or is not) working today. This is one you that don’t want to miss!

Fall 2018 Multicoin Summit: The Evolving Role of Crypto Investors Dec 18, 2018

The role of crypto investors is evolving—rapidly. Blockchain technologies will create trillions of dollars of value over the next decade. But investing in tokens is fundamentally different than investing in companies. New tools, heuristics, and security measures are required to responsibly invest in this ecosystem.

It’s not enough to simply be a pure custodian or asset manager any more. Crypto-native managers also bear the responsibility of ushering nascent markets to stability—by way of investment, governance, and active participation. This panel brings together managers from disparate backgrounds to share their perspective and experience.

This panel features Tushar Jain of Multicoin Capital; Ari Paul, the CIO of Blocktower Capital; Alex Felix, Managing Director and CIO at CoinFund; Josh Nussbaum, a Partner at Compound.vc; and last but not least, Shane Molidor, the Global Head of Business Development for FBG One.

Fall 2018 Multicoin Summit: Zero Knowledge Proofs Dec 18, 2018

Stick with us for this panel (it was Kyle’s favorite). Zero Knowledge Proofs (ZKPs) will fundamentally change human, business, and government relationships in ways that we cannot possibly understand yet. This panel features the three most important companies building ZKPs: Zcash, Coda, and Starkware.

Panel participants include Kyle Samani of Multicoin Capital; Uri Kolodny, a Co-Founder and CEO at StarkWare Industries, a company working to improve scalability and privacy in blockchains using STARK technology; Evan Shapiro, the CEO at Coda, the first cryptocurrency with a constant-sized blockchain; and Josh Swihart (the winner of the best impromptu demonstration award), a Vice President at the Zcash Company, which supports the development of the Zcash cryptocurrency — a privacy-protecting, digital currency built on strong science.

Fall 2018 Multicoin Summit: On Aggregation Theory and Thin Protocols Dec 18, 2018

Fat Protocols sparked a revolution when it was first published in 2016. It’s absolutely essential reading for everyone in the industry. This panel brings together three leading GPs in crypto to reexamine the thesis and challenge its long-term viability two years after it was first proposed.

This panel features Kyle Samani of Multicoin Capital; Joey Krug, the Co-CIO of Pantera Capital (and the co-founder of Augur, a decentralized prediction market platform); and Jesse Walden, a Partner at a16zcrypto.

Fall 2018 Multicoin Summit: The Great Stablecoin Debate Dec 18, 2018

Lauded as the most anticipated panel at the summit, this panel features speakers from Maker and Reserve, two of the most well known decentralized stablecoin teams, and Circle, one of the most prominent fiat-crypto stablecoins in the market.

Presenters include Nevin Freeman, the CEO and Co-Founder of Reserve, a full-stack open currency; Steve Becker, the President & COO of MakerDAO, a decentralized autonomous organization on the Ethereum blockchain that seeks to minimize the price volatility of its own token, the Dai, against the IMF’s international currency basket SDR; Vishal Gupta, the Head of Business Development and Partnerships at Circle; and Kyle Samani of Multicoin Capital.

Fall 2018 Multicoin Summit: The State of the Web3 Stack Dec 18, 2018

This conversation represents prominent entrepreneurs who are all building vital components of the Web3 Stack. It answers the central question: When will the Web3 stack cross the critical threshold of usability, and what are the challenges that must be overcome to get there?

This panel features Kyle Samani of Multicoin Capital; Jack O'Holleran, the CEO of Skale Labs, a company solving blockchain scalability by enabling Ethereum dApps to run high-speed, low-cost smart contracts in Layer 2; Tony Sheng, the Product Lead at the Decentraland Foundation, a group building a virtual world that will grow beyond any centralized control; and Katherine Wu, who heads up Business Development for Messari, a NYC-based crypto startup aimed at promoting transparency and smarter decision-making in the token ecosystem.

Multicoin Summit May 2018: Challenges And Opportunities For The Tokenization Of Securities Oct 11, 2018

David Sacks of Craft Ventures, Ryan Selkis of Messari, and Kathryn Haun of Stanford GSB and Coinbase discuss some of the key regulatory challenges that crypto teams are facing, and the unique opportunity presented by securities tokens.

Multicoin Summit May 2018: Exploring Opportunities For Non Fungible Tokens Oct 11, 2018

Tony Sheng of Decentraland and Amitt Mahajan of Rare Bits share their unique insights in the world of non-fungible tokens (NFTs).

Multicoin Summit May 2018: Challenges Of Investing In The Age Of Open Source Oct 11, 2018

Linda Xie of Scalar Capital, Cindy Cheng of Vy Capital, and Tushar Jain of Multicoin Capital discuss some of the challenges of investing in open source technologies.

Multicoin Summit May 2018: Can Application Layer Tokens Deliver Venture Scale Returns? Oct 11, 2018

Arianna Simpson of Autonomous Partners, Josh Nussbaum of Compound VC, and Tushar Jain of Multicoin Capital discuss the fat protocol thesis, and whether application layer tokens can deliver venture scale returns.

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

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

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

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

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

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

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

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

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.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Conversations with Multicoin Capital

Related Podcasts

Links

Stay Connected