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Kyle Samani & Tushar Jain: Multicoin – Emerging Frameworks for Cryptoasset Investing

Episode Summary

Multicoin Capital Founders Kyle Samani and Tushar Jain joined us to discuss the theses driving their investments in the land of tokens.

Episode Notes

That decentralized networks represent a massive investment opportunity is no longer a controversial view. In the last year alone, over 200 funds dedicated to investing in cryptoassets have been created.

But the principles and frameworks to understand this new world are still in its infancy. One fund at the forefront of advancing this understanding has been Multicoin Capital. Their Founders Kyle Samani and Tushar Jain joined us to discuss some of the concepts they use to invest in decentralized networks.

Topics covered in this episode:

• Google Glass and the origin story of Multicoin Capital
• Why the most used smart contract platform will produce the winning store of value
• Why they are bearish on Bitcoin
• Why money is best thought of as an adjective not a noun
• Differentiating between work, payment and burn-and-mint tokens
• Why work tokens capture network value better than payment tokens
• The future of Multicoin

Episode links:

• Multicoin Capital Website
• New Models for Utility Tokens
• Blockchains: A New Social Order
• The Smart Contract Network Fallacy
• The Opportunity for Interoperable Chains of Chains
• Multicoin Capital Podcast

This episode is hosted by Brian Fabian Crain and Meher Roy. Show notes and listening options: epicenter.tv/223