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Conversations with Multicoin Capital


Jun 19, 2018

Kyle and I recently joined Patrick O’Shaughnessy on the Invest Like the Best podcast. Patrick is a great interviewer who approaches this space with a skeptical investor's mindset. 

I highly recommend this episode if you are interested in learning more about the different viewpoints in crypto investing.


We had a wide ranging conversation on topics including:

  • Paths to Tens of Trillions: Store of Value or Utility Hypothesis?
  • Moneyness as an emergent phenomenon
  • The new design space enabled by smart contract platforms
  • Network effects of peer-to-peer digital cash vs. digital gold
  • The n-dimensional tradeoff space of various platforms
  • Challenges of investing in open-source protocols
  • Opportunities for the tokenization of securities