EP 22 - Kyle Samani thinks DeFi ETH has hit a wall & Solana will prevail

<h2>Guest Info</h2> <p>Name of Guest: Kyle Samani<br> Name of Project: Multicoin Capital<br> Twitter URL of Guest: <a href="https://twitter.com/KyleSamani" rel="noopener" target="_blank">https://twitter.com/KyleSamani</a><br> Project Twitter URL: <a href="https://twitter.com/multicoincap" rel="noopener" target="_blank">https://twitter.com/multicoincap</a><br> Project URL: <a href="https://multicoin.capital/" rel="noopener" target="_blank">https://multicoin.capital/</a><br> Project/Guest Description: Founder and CEO of Multicoin Capital<br> Why they are a guest: Powerful member of the investing world. Hedge, Venture Capital, etc.</p> <h2>Show Notes</h2> <p>How they built Multicoin Capital with content<br> How his Venture fund operates.<br> How his hedge fund oeprates<br> How they are able to keep their staff to be only 14 people<br> @SushiSwap, @Uniswap, etc. work well, but not great for trading.<br> What he sees coming next in DeFi<br> How long can AMMs and high APYs exist<br> Why he thinks it is good.<br> Projects like @DYDX live in their own bubble<br> Ethereum has hit a wall.<br> Why he thinks Solana will overtake<br> Developer uptake and how to measure it<br> Says absolute tidal wave of amazing projects coming on Solana<br> Where he thinks @NearProtocol is at this point and what they have to do to succeed.<br> The amazing @Superfluid and why they invested in it as a primitive and about the team<br> How he thinks we can start permeating the "real world" more with DeFi starting with NFTs and connecting it to DeFi or the world's largest casino.</p> --- Support this podcast: <a href="https://anchor.fm/missiondefi/support" rel="payment">https://anchor.fm/missiondefi/support</a>