Season 7 | Episode 7
In today's episode Kyle Samani from Multicoin Capital joins Michael and Hart to discuss the complex dynamics of network effects in the blockchain ecosystem. The conversation dives deep into the different types of network effects at play, the phenomenon of anti-network effects caused by high gas fees, and the potential for blockchain technology to revolutionize global finance. Kyle shares his insights on the end state of L1 blockchains, the role of interoperability, and where value may ultimately accrue in the crypto stack. Along the way, they debate the relative importance of technological innovation versus monetary characteristics in driving value.
Although our guest this week is a Managing Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.
--
Follow Kyle: https://twitter.com/KyleSamani
Follow Hart: https://twitter.com/hal2001
Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH- -
--
Sei Labs believes the EVM is here to stay.
By providing the fastest time to finality of any chain, thousands of transactions per second and full backwards compatibility with the EVM, Ethereum developers can try out a brand new design space for their applications.
Try out sei v2 devnet - visit the new sei.io to find out more.
- -
Uniswap builds simple and secure products that help you swap smarter.
Web. Mobile. Extension. Powered by the smartest protocol in DeFi.
To learn more about the Uniswap’s products head on over to:
https://blckwrks.co/Uniswap
- -
Get the freshest price feeds free for 12 months. Join Supra’s early integration program for zero-cost access to the fastest oracles and dVRF across 50+ blockchains: supra.com/blockworks
Earn $1,500 by referring Web3 projects to use Supra services. The projects get the fastest services for free, and you earn $1,500 for every referral. Learn more at the link above.
- -
Timestamps:
(0:00) Interview Start: Kyle Samani
(3:53) Network Effects & Blockchains
(17:57) Blockchain Based Games & Social Apps
(27:45) Sei Ad
(28:44) Uniswap Ad
(29:38) Supra Ad
(30:34) Integrated vs Modular
(33:06) Protocol vs Token Network Effects
(55:36) End State of L1s
(1:08:58) Outro
- -
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
Bell Curve 