How to Find Generational Winners in Crypto - Kyle Samani | On a Tangent #3

Welcome to 'On a Tangent' episode 3 , a special segment of Blockcrunch! Jason and Darryl, prop investors at Tangent, sit down with Multicoin Capital Managing Partner Kyle Samani to discuss: Kyle's Breakpoint takeaways Solana thesis  Why SOL will flip ETH Kyle's biggest investment losses Investing time horizons And much, much more Host: Jason Choi @mrjasonchoi . Not financial advice. -- Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only. -- Timestamps: Timestamps: (00:00) Introduction  (03:10) Kyle’s Breakpoint review    (09:25) Solana thesis (12:21) “Solana will flip Ethereum”  (24:08) Network extensions    (30:04) Competing with Ethereum (34:29) Kyle’s biggest investment loss  (39:21) L1 bets  (44:21) Market timing/time horizons (1:05:33) DePIN (1:07:54) Outro -- Twitter accounts: Jason Choi’s Twitter: https://twitter.com/mrjasonchoi   Darryl Wang's Twitter: https://x.com/0xWangarian   Kyle Samani's Twitter: https://x.com/KyleSamani   Blockcrunch Twitter: https://twitter.com/theBlockcrunch -- Partner message: Aptos is the next-generation Layer 1 blockchain designed to enhance scalability, security, and reliability for decentralized applications. With industry-leading performance, internet-grade UX, 100X lower gas fees than comparable chains, and a thriving ecosystem - Aptos is the platform of choice for both builders and users.  Find out more at https://aptosfoundation.org/ -- Blockcrunch VIP: https://blockcrunch.substack.com/ -- Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement. Full disclaimer:  https://blockcrunch.substack.com/about