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Invest Like the Best with Patrick O'Shaughnessy
New Angles on Crypto - Kyle Samani and Tushar Jain - [Invest Like the Best, EP.92]
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com
Show Notes
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My guests this week are Kyle Samani and Tushar Jain, both managing partners at Multicoin Capital. I’ve taken a bit of a break from crypto because I hadn’t sensed many new angles to explore in this forum, from an investor’s point of view. I felt that while things keep evolving, the major investment theses have been established and explored. Kyle and Tushar are interesting because of their often divergent views. For example, Kyle has been an outspoken supporter of Ethereum relative to bitcoin. This conversation, which is meant for those still curious about crypto, offers lots of new food for thought. We discuss smart contract platforms, network effects, the coming platform wars, and why blockchains may not matter in ten years. Please enjoy my conversation with the partners of Multicoin Capital.
Hash Power is presented by Fidelity Investments
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Links Referenced
Paths to Tens of Trillions
An (Institutional) Investor’s Take on Cryptoassets
On the Network Effects of Store Value
If SaaS Products Sell Themselves, Why Do We Need Sales?
Money, blockchains, and social scalability
Nakamoto Institute
Token Economy
Multicoin.capital
Crypto Cannon
Show Notes
(First Question) – What would get the entire cryptocurrencies ecosphere to 5-10 trillion dollars
– Paths to Tens of Trillions
– What will be the effective uses for crypto currencies, store value vs utility value
– An (Institutional) Investor’s Take on Cryptoassets
– Why they are negative on bitcoin and more positive on Ethereum
– Where will start to see widespread adaption of the utility value of cryptocurrencies
– What is the major breakthrough that cryptocurrencies create
– How do we gain confidence that a utility token will become a sound investment
– The different type of network effects
– On the Network Effects of Store Value
– How do you convince institutional investors to consider the crypto space
– Factors that they care about when first evaluating a crypto currency
– How does technological development and marketing factor into their decision when picking a crypto currency
– If SaaS Products Sell Themselves, Why Do We Need Sales?
– Where these two men disagree the most right now
– Why there’s a chance blockchain technology as we know it today could be irrelevant
– Money, blockchains, and social scalability
– Most compelling trends in this world today
– A favorite resource or person people can look into if they want to learn more
– Nakamoto Institute
– Token Economy
– Multicoin.capital
– Crypto Cannon
– Kindest thing anyone has done for them
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag
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