Our guest this week is the managing partner of a registered investment adviser, nothing in this podcast is an investment, tax, legal, or other financial advice. We start with a detailed discussion about how Multicoin thinks about the Market structure, network effects, and virality in the formation of their Web3 theses. Kyle also explains how he thinks about token designs for dapps, his thesis on the intersection of AI X Crypto, and why he is excited about FileCoin. We also did a thought experiment on value accrual between L2 and Ethereum and dynamics with the introduction of re-staking (via Eigenlayer). You can also read about Kyles thoughts on the intersection of AI and crypto here https://multicoin.capital/2023/06/02/the-convergence-of-crypto-and-ai-four-key-intersections.

Guest:

⭐Kyle Samani, Managing Partner at Multicoin

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Disclaimer: The content of this video is for entertainment purposes only. It is not intended as investment advice and does not offer, solicit, or recommend any investment product.

Discussing Market Structure, Token Design, AI, Re-Staking, and Filecoin with Multicoin | The Open Metaverse Podcast by Animoca Brands