Kyle Samani is the Co-Founder and Managing Partner of Multicoin Capital.


In this episode, Samani discusses the current state of the crypto market and venture capital funding in the industry. Samani highlights areas which he believes are key investment opportunities, and lays out why he sees a brighter future for Solana in on-chain finance over Ethereum.


OUTLINE

00:00 Introduction

00:32 Sponsor Break

02:24 VC Funding Downtrend

08:04 Clarifying Crypto's Usecases

13:46 New Era of Crypto Regulation

17:06 Regulatory Clarity = Increased Investment?

22:49 Samani's Revised Solana Thesis

25:28 Solana vs. Ethereum

32:17 Closing Thoughts & Predictions


GUEST LINKS

Kyle Samani on X: https://x.com/KyleSamani

Multicoin capital on X: https://x.com/multicoincap


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