
Multicoin Capital: How to be a Contrarian
The Generalist
00:00
Multicoin's Ok With Missing a Deal
Multi coin formelly considered an investment no fewer than four times over several months, debating the matter from multiple vantages. In pursuit of deeply researched, high conviction investments, samani and jane put new positions through a gauntlet designed to surface risks and blind spots. Those that fail to internalize suffer from what jane calls got to catch amal disease - there's a fallacy people have where they think, oh this is going to make money. That's just indexing. It's much more important to have conviction and go big than to start thinking, i have a piece of this, i has a piece of that, and if i miss this deal, my collection will be
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