Kyle Samani (@kylesamani), co-founder and managing partner at Multicoin Capital, joins Erik on this episode to discuss:

  • How crypto enables people to coordinate and set up things in the physical world, as with the Helium project.

  • The shift in Ethereum over the last 24 months and why he says they need to re-think their product development process and shift away from its prior ideological underpinnings to get to a billion users.

  • Why he thinks that Ethereum is no longer dominant and is long-term bearish on it.

  • Why consumer social will be the future of Web3 apps in the near future.

  • Why transactional marketplaces like Uber don’t work well in crypto form.

  • His thoughts on how NFTs evolve and why he says it doesn’t make sense to have horizontal marketplaces like OpenSea.

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