Bell Curve

Ending the Modular vs Monolithic Debate | Kyle Samani


Listen Later

We're joined by Kyle Samani, the co-founder of Multicoin Capital and one of crypto's most independent thinkers. In this episode, we cover why "monolithic L1s" is a misnomer, the value of global state, how a protocol establishes moats, why DePIN is finding product-market fit, how Kyle synthesizes new ideas and more!

- -

Timestamps:

(00:00) Introduction

(00:34) The Modular vs Monolithic Debate

(07:43) Bootstrapping Communities

(09:17) A Case for Rollups and Appchains

(15:33) The Value of Composability and Globally Shared State

(23:22) Crypto’s Moats, Meat Space and the Saga Phone

(28:38) Don’t Sleep on DePIN

(45:11) Spatial Computing and New Form Factors

(53:42) Kyle’s Thinking Process

(57:49) Zero Knowledge Proof Use Cases

(01:04:21) How Kyle Cultivated His Communication Style

(01:06:03) Advice for Founders

- -

Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.

- -

Follow Kyle: https://twitter.com/KyleSamani

Follow Mert: https://twitter.com/0xMert_

Follow Garrett: https://twitter.com/GarrettHarper_

Follow Lightspeed: https://twitter.com/Lightspeedpodhq


Subscribe on YouTube: https://bit.ly/43o3Syk

Subscribe on Apple: https://apple.co/3OhiXgV

Subscribe on Spotify: https://spoti.fi/3OkF7PD


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

- -

Resources:

Multicoin Capital

https://multicoin.capital/


Unlocking Payments Over Crypto Rails

https://multicoin.capital/2022/12/08/unlocking-payments-over-crypto-rails/


Stratechery (Ben Thompson)

https://stratechery.com/

- -

Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

...more
View all episodesView all episodes
Download on the App Store

Bell CurveBy Blockworks

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

32 ratings


More shows like Bell Curve

View all
Unchained by Laura Shin

Unchained

1,206 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,834 Listeners

The Breakdown by Blockworks

The Breakdown

741 Listeners

What Grinds My Gears by Blockworks

What Grinds My Gears

113 Listeners

On The Brink with Castle Island by Castle Island Ventures

On The Brink with Castle Island

287 Listeners

Bankless by Bankless

Bankless

1,023 Listeners

Empire by Blockworks

Empire

164 Listeners

Supply Shock by Blockworks

Supply Shock

115 Listeners

Raoul Pal: The Journey Man by Real Vision Podcast Network

Raoul Pal: The Journey Man

133 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

The Milk Road Show by The Milk Road Show

The Milk Road Show

41 Listeners

web3 with a16z crypto by a16z crypto, Sonal Chokshi, Chris Dixon

web3 with a16z crypto

61 Listeners

Market Depth by Blockworks

Market Depth

22 Listeners

0xResearch by Blockworks

0xResearch

17 Listeners

Lightspeed by Blockworks

Lightspeed

26 Listeners

Steady Lads by Steady Lads

Steady Lads

5 Listeners

Expansion by Blockworks

Expansion

2 Listeners

The Limitless Podcast by Limitless by Bankless

The Limitless Podcast

31 Listeners