Kyle Samani - Managing Partner at Multicoin Capital.

Multicoin Capital is a thesis-driven investment firm that invests in cryptocurrencies, tokens, and blockchain companies reshaping trillion-dollar markets. They manage several billion in assets across hedge funds and venture funds.

Since founding the firm in May 2017, they've developed a reputation for being forward-leaning, independent thinkers. They are known for pioneering token economic models, valuation methodologies, and challenging long-standing assumptions that the crypto ecosystem takes for granted.

During this episode we discuss how and when Kyle got involved in the crypto space, the mental models they are using when assessing an investment and the first meeting and investment in Solana and Helium.