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Multicoin Capital

Cryptocurrency and blockchain investment research covering AI infrastructure, DeFi primitives, real-world assets, and crypto market analysis. This page collects 198 posts published between August 2017 and November 2026. Recent coverage focuses on Crypto & Web3, Fintech and Banking & Capital Markets. Multicoin Capital publishes roughly 2 posts a month; the best of them appear in the SandHill weekly digest.

198 posts indexed2 in the last 30 daysCrypto & Web3 · Fintech · Banking & Capital Markets · AI InfrastructureVisit site ↗

Tuesday, 10 November 2026

1 piece
DeFi moats in an AI world and the implications for value capture↗
Crypto & Web3 · Fintech

Wednesday, 28 October 2026

1 piece
Rebundling Credit↗
Crypto & Web3 · Fintech · Banking & Capital Markets

Thursday, 8 October 2026

1 piece
Compute Capital Markets ↗
AI Infrastructure · Crypto & Web3

Tuesday, 6 October 2026

1 piece
Welcoming Mason Nystrom↗
Crypto & Web3 · Venture Capital & Startups

Tuesday, 29 September 2026

1 piece
The Read Layer for Machine Intelligence ↗
AI Infrastructure · Crypto & Web3

Thursday, 24 September 2026

1 piece
DeFi 2.0↗
Crypto & Web3 · Banking & Capital Markets · Fintech

Thursday, 25 June 2026

1 piece
Hyperliquid (HYPE) Analysis & Valuation

Tuesday, 24 March 2026

1 piece
Investing for the Long Haul

Thursday, 19 March 2026

1 piece
RWAs Are Just Built Different

Tuesday, 10 March 2026

1 piece
Internet Labor Markets

Tuesday, 17 February 2026

1 piece
Adverse Selection Rules Everything Around Me

Tuesday, 10 February 2026

1 piece
ACE is the place with the helpful value capture

Friday, 6 February 2026

1 piece
Multicoin Capital’s Investment Thesis

Friday, 12 December 2025

1 piece
Recapping Crypto’s Most Consequential Year

Wednesday, 10 December 2025

1 piece
Specialized Stablecoin Fintechs

Thursday, 13 November 2025

1 piece
Ethena: Synthetic Dollars Challenge Stablecoin Duopoly

Thursday, 23 October 2025

1 piece
Building The Attention Economy

Thursday, 2 October 2025

1 piece
IBRL

Thursday, 11 September 2025

1 piece
No title

Tuesday, 15 July 2025

1 piece
Welcoming Brian Strugats To Multicoin Capital

Thursday, 26 June 2025

1 piece
New Modalities for Issuance and Trading

Tuesday, 4 March 2025

1 piece
Jito (JTO) Asset Report

Thursday, 30 January 2025

1 piece
Inverting The Human-Agent Relationship

Wednesday, 22 January 2025

1 piece
The Solana Thesis: Internet Capital Markets

Thursday, 9 January 2025

1 piece
Some Things Never Change, Even In 2025

Tuesday, 7 January 2025

1 piece
Frontier Ideas For 2025

Friday, 13 December 2024

1 piece
Highlights From The 2024 Multicoin Summit

Thursday, 12 September 2024

1 piece
The Great Energy Coordination Problem

Tuesday, 10 September 2024

1 piece
Drift ($DRIFT) Analysis and Valuation

Thursday, 22 August 2024

1 piece
All Markets Are Not Created Equal: 7 Factors To Consider When Evaluating Blockchain-Enabled Collectibles Marketplaces (BECMs)

Thursday, 6 June 2024

1 piece
The Endgame for Stablecoins

Thursday, 9 May 2024

1 piece
The Dawn of Bitcoin Programmability

Friday, 3 May 2024

1 piece
Unbundling Sotheby’s

Wednesday, 3 April 2024

1 piece
Enter The Wormhole

Tuesday, 12 March 2024

1 piece
Publisher-Exchanges: Consumer Applications and the Attention Theory of Value

Thursday, 7 March 2024

1 piece
The Holy Grail of Cryptography

Tuesday, 5 March 2024

1 piece
Building The Internet of GPUs

Tuesday, 6 February 2024

1 piece
The Foundational DeFi Primitive of Filecoin

Tuesday, 16 January 2024

1 piece
What Multicoin is Excited about for 2024

Thursday, 14 December 2023

1 piece
Oracles and the New Frontier for Application-Owned Orderflow Auctions
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