Kyle Samani is the Founder of Multicoin Capital Kyles Twitter: ⁠https://twitter.com/KyleSamani Multicoin's Website: ⁠https://multicoin.capital/ Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: ⁠⁠https://frictionless.fund/⁠⁠ ___ Timecodes: 0:00 - Intro 1:40 - Reflection on the bear market 7:00 - Decentralized Physical Infrastructure Networks (DePIN) 14:00 - Render Network & Decentralized Compute 23:50 - Filecoin 27:15 - Supply & Demand within DePIN 29:30 - Integrated vs. Modular Design 38:30 - Pushing forward to Mainstream Adoption 41:30 - Money Crypto to Technology Crypto 47:30 - Overton Window Shifting 51:45 - First Principles Thinking 55:30 - Advice to Investors and Founders