
Kyle Samani & Tushar Jain: Multicoin Capital – An Update From the Thesis-Driven Investment Firm
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What Do You Think of the Market of D Centralized Derivatives?
M, i feel like maybe to qualify, qualify it more to a like we agreed with the thesis and got caught up on some dumb detail that ended up not mattering. The thing that ioud regret the most is we were right about the market, but wrong about the variable to optimise for you now. I generally think a lot of projects would look very different without their liquidity mining kind of sheen on it. But generally, you know, been impressed with their execution.
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