Gm! This week we have an episode with Anatoly Yakovenko & Kyle Samani recorded live at DAS NY. We discuss the current state of Solana & what to expect in 2025, how to bring assets onchain, Firedancer, the bull case for DePIN & more. Enjoy! -- Follow Anatoly: https://x.com/aeyakovenko Follow Kyle: https://x.com/KyleSama

Gm! This week Kyle Samani joins the show to discuss his most recent piece "The Solana Thesis: Internet Capital Markets". We deep dive into Kyle's current thesis for Solana, bringing TradFi on chain, the opportunity in DePIN & AI, the state of crypto venture & more. Enjoy! The Solana Thesis: Internet Capital Markets: ht

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

Gm! This week we invite Kyle Samani to the show for a wide ranging discussion on his current crypto thesis. We deep dive into the L1 vs L2 debate, Stablecoins & DePin as crypto's killer use cases, why Solana will ultimately flip Ethereum & so much more. Enjoy! -- Follow Kyle: https://x.com/KyleSamani Follow Mert: https

In this episode of Empire, Jason and Santi are joined by special guest Kyle Samani to dive deep into valuing L1 and L2 crypto assets. The conversation covers the importance of MEV as the primary value accrual mechanism rather than transaction fees, the challenges in standardizing valuations across different blockchain

In today's episode Kyle Samani from Multicoin Capital joins Michael and Hart to discuss the complex dynamics of network effects in the blockchain ecosystem. The conversation dives deep into the different types of network effects at play, the phenomenon of anti-network effects caused by high gas fees, and the potential