Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
NCI: Kyle's Journey & the Solana story w/ Kyle Samani, Founder Multicoin Capital
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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