0:00 - Introduction

1:00 – Kyle’s background & Studying finance at NYU

4:20 - Starting MultiCoin fund in 2017

6:01 - Kyle's journey to discovering Ethereum

15:01 – Discovering Solana

18:05 – Idea generation and research routines

21:00 – Multicoin’s CIO Process

27:35 - Qualities Kyle looks for in founders

37:40 – Managing volatility & future of Solana

46:00 - Differentiation between Solana and Ethereum

50:27 – SBF Effect

52:12 – Potential of Render Network and GPU compute

58:45 - Kyle's thesis on L1 vs L2 value capture

1:05:20 - Conclusion

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NCI: Kyle's Journey & the Solana story w/ Kyle Samani, Founder Multicoin Capital