Multicoin Capital

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The latest theses, insights, and blog posts from Multicoin Capital

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September 16, 2024

Enter The Wormhole

April 03, 2024

The Dawn of On-Chain FHE

September 26, 2023

Multiplayer Mode

April 06, 2023

Proof of Physical Work

April 05, 2022

Building Bridges

March 30, 2022

Move Move Move

March 15, 2022

Composable Web3 Compute

February 16, 2022

The Composable NFT Standard

January 18, 2022

The Front Page of Solana

December 22, 2021

Rendering the Metaverse

December 21, 2021

Tokenizing MEV

September 08, 2021

Solving the Stablecoin Trilemma

September 02, 2021

Scaling Reads and Writes

July 30, 2021

Networked Cash Flows

July 13, 2021

Our Investment in REALY

April 16, 2021

The Helium Flywheel

March 17, 2021

THORChain Analysis

February 23, 2021

The Perpetual Protocol

January 15, 2021

The DeFi Stack

November 24, 2020

Our Investment in OXIO

November 17, 2020

Open Audio

July 30, 2020

On Forking DeFi Protocols

April 16, 2020

Trust Spectrum

March 24, 2020

Infinite Scale

February 06, 2020

The Web3 Stack, 2019 Edition

December 13, 2019

Binance is Blitzscaling

November 07, 2019

Investing In the Permaweb

November 05, 2019

Exchanges Are Open Finance

October 29, 2019

Our Investment in Helium

June 12, 2019

Crypto Mega Theses

April 24, 2019

Our Investment in The Graph

January 28, 2019

Our Investment in Starkware

October 30, 2018

$100 Trillion

October 09, 2018

Our Investment in Skale

October 04, 2018

Announcing Aurora EOS

September 18, 2018

The Web3 Stack

July 10, 2018

Paths to $100T

March 15, 2018

New Models for Utility Tokens

February 13, 2018

Iota ($MIOTA) Analysis

January 23, 2018

An Overview of Stablecoins

January 17, 2018

Understanding Token Velocity

December 08, 2017

Understanding Crypto Regulation

September 05, 2017

Ripple ($XRP) Analysis

August 31, 2017