Multicoin Capital · 24 September 2026 · Investment Thesis

DeFi 2.0

Multicoin Capital

As real-world assets move onchain, DeFi primitives designed for volatile cryptoassets will give way to new infrastructure—CLOBs, fixed-rate lending, options, dark pools, and portfolio margin—that better serve lower-volatility, institutional-grade assets and unlock orders of magnitude more financial activity per dollar deployed.

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Topics: Crypto & Web3 · Banking & Capital Markets · Fintech

Published by Multicoin Capital · their site ↗

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