Kyle Samani is the Founder of Multicoin Capital

Kyles Twitter: ⁠  / 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