Multicoin Capital is a thesis-driven investment firm that invests in cryptocurrencies, tokens, and blockchain companies. They manage a hedge fund and a venture fund, investing across both public and private markets. They are extremely bullish on smart contract platforms and DeFi is one of their main areas of focus. They've invested in several projects and companies such as Algorand, Arweave, Nervos, Skale, Solana, to name a few. We originally had Multicoin on the show in February of 2018 when they were still reasonably new and we were in the height of the ICO bubble. Kyle Samani, Co-founder and Managing Partner, joins us back on the show to share not only how Multicoin has changed since then, but also the cryptoasset industry as a whole.Topics covered in this episode:What are the Multicoin theses and have they changed since Kyle was last on the showWhy the most used smart contract platform will produce the winning store of valueThe role of gold in today's economyBitcoin gaining traction in today's asset management circleOther assets that will eventually displace BitcoinWhich projects Multicoin are backing at the momentDeFi vs CeFi and latencyDiscussing what DeFi actually isCryptocurrency's future role in the traditional financial system and the impact of potential new regulationsHow the cryptoasset industry has changed since Multicoin started and where it is headedThe underrated areas Multicoin are looking at todayEpisode links: Multicoin CapitalMulticoin's first appearance on EpicenterMulticoin blogThe Multicoin ThesisMulticoin on TwitterKyle on TwitterSponsors: Algorand: To learn more about Algorand and how it’s unique design makes it easy for developers to build sophisticated applications. - https://algorand.com/epicenterThis episode is hosted by Sebastien Couture & Brian Fabian Crain. Show notes and listening options: epicenter.tv/361