Capital Allocators – Inside the Institutional Investment Industry
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
Nov 18, 2021
In this engaging conversation, Kyle Samani and Tushar Jain, co-founders of Multicoin Capital, share their journey from crypto hobbyists to leading investors. They discuss the evolution of Evanston Capital's approach to cryptocurrency and the meticulous diligence behind selecting managers. The duo highlights lessons in risk-taking and adaptability, and the importance of a strong partnership in investment decision-making. They also explore blockchain's future, emphasizing transformative technology’s potential impact on finance and society.
01:08:55
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Quick takeaways
- Importance of conviction and concentration in crypto investments for long-term success.
- Significance of perseverance and risk-taking in entrepreneurial ventures within the crypto space.
Deep dives
Investing in Cryptocurrencies and Blockchain Technology
Investing in cryptocurrencies and blockchain technology has evolved over time, with different strategies and approaches. Evanstone Capital Management's process to invest in this space began in mid-2017. Initially cautious due to the market's extreme volatility, they later focused on Bitcoin's potential, leading to further exploration of crypto-dedicated hedge funds. Notable is their concentration approach, opting to align investments with strong convictions and a long-term perspective, emphasizing the importance of conviction and concentration in their portfolio.
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