Samani: Multicoin requires a 10-to-20-year macro compounding thesis
Kyle Samani · Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20) · Nov 18, 2021 · at 27:53
Kyle Samani, managing partner at Multicoin Capital, describes the firm's underwriting standard across its hedge fund and venture fund.
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“I have a kind of a rule with anything we invest in that the time horizon, again, it should be able to compound indefinitely. Not that it necessarily has to, but at the time of entry, we need to believe that 10 to 20 years from now, there are still broad based macro forces that are supporting this thing and allowing this thing to continue to grow.”
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