How to Find Generational Winners in Crypto - Kyle Samani | On a Tangent #3

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Welcome to 'On a Tangent' episode 3 , a special segment of Blockcrunch!

Jason and Darryl, prop investors at Tangent, sit down with Multicoin Capital Managing Partner Kyle Samani to discuss:

Kyle's Breakpoint takeaways
Solana thesis
Why SOL will flip ETH
Kyle's biggest investment losses
Investing time horizons

And much, much more

Host: Jason Choi @mrjasonchoi . Not financial advice.

Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.

Timestamps:

(00:00) Introduction

(03:10) Kyle’s Breakpoint review

(09:25) Solana thesis

(12:21) “Solana will flip Ethereum”

(24:08) Network extensions

(30:04) Competing with Ethereum

(34:29) Kyle’s biggest investment loss

(39:21) L1 bets

(44:21) Market timing/time horizons

(1:05:33) DePIN (1:07:54) Outro

Twitter accounts:

Jason Choi’s Twitter:

https://twitter.com/mrjasonchoi

Darryl Wang's Twitter:

https://x.com/0xWangarian

Kyle Samani's Twitter:

https://x.com/KyleSamani

Blockcrunch Twitter:

https://twitter.com/theBlockcrunch

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Disclaimer:

The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.

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