Kyle Samani & Tushar Jain: Multicoin Capital – An Update From the Thesis-Driven Investment Firm

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 joined 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 MulticoinWhy did they choose to create an investing company?Their current investment thesis and how it has evolvedMulticoin's decision to not invest in certain lucrative projectsHow they chose what to invest inThe Proof of Physical Work thesisThe process of how they select an investment and the strategy behind their portfolioProjects they regret not investing inA prediction of how the blockchain ecosystem will look in three yearsDominance of DeFi

Episode links:

Episode 361 with KyleEpisode 223 with Kyle and TusharProtocols dont capture value, DAOs manage risk - thesisMulticoin on TwitterKyle on TwitterTushar 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/epicenterChorus 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