Kyle Samani

Jan 22, 2025 | multicoin.capital | Kyle Samani

Multicoin Capital has been investing in Solana’s native asset, SOL, and the broader Solana ecosystem since Solana’s seed round in May 2018. We have previously published four theses about Solana in that time. The first two were published about nine months before mainnet produced its first block in March 2020. As the Solana network has evolved, so has our frame of reference on how to think about the Solana network, and SOL the asset.

Jan 9, 2025 | coinlive.com | Kyle Samani |Tushar Jain |Spencer Applebaum |Shayon Sengupta

Author: Multicoin Capital, Translated by: 0xjs@Golden FinanceJeff Bezos Bezos famously said:"What's going to change in 10 years? That's a very interesting question, and it's a very common question. But almost no one asks me, 'What won't change in 10 years?' And I'll tell you, the second question is actually more important - because you can build a business strategy around the things that don't change over the long term. ...

Mar 7, 2024 | multicoin.capital | Kyle Samani

In some sense, every server-side security vulnerability or exploit over the last 30 years shares the same root cause: some sensitive piece of data was left unencrypted (or an attacker gained access to a decryption key). When presented in this frame, the solution is fairly obvious: don’t ever decrypt data, and ensure no decryption key is ever stored on any server. The only problem with this proposed solution is that it was impossible. Until now.

Feb 2, 2024 | coinlive.com | Kyle Samani

Author: Kyle Samani, founder of Multicoin Capital; Translator: 0xjs@黄金财经Multicoin Capital participated in Solana's seed round in May 2018, and has since been investing in Solana's native asset SOL and the broader Solana ecosystem. We have previously published four investment theses on Solana. During that time. The first two versions were released about nine months before the mainnet produced the first block in March 2020.

Nov 22, 2023 | coinlive.com | Kyle Samani |Hui Xin

Author: Kyle Samani, Managing Partner of Multicoin Capital; Compiler: 0xjs@黄金财经The first large-scale P2P application on the Internet was Napster (email/SMTP was designed to be P2P and self-hosted, but in fact ended up being federated). The spiritual successor to Napster is the BitTorrent protocol, which at its peak accounted for ~25-35% of all Internet traffic in the mid-2000s. Both are permissionless: anyone can host any file. The commonality between Napster and BitTorrent is file sharing.