Samani says at Multicoin’s Samani that Solana leads the bull’s condition to Crypto.
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Kyle Samani, co -founder and administrative partner of Multicoin Capital, explained his renewed bull thesis in an interview with Frank Chaparo .. Multicoin, one of the first supporters in Solana since a seed tour in 2018, multiplying his conviction that Solana is the most strategic position in the future of the future of players and payments.
Samani explained that the Multicoin looks at the encryption sector have been greatly sharpened over the years. “We have mainly realized that these systems are financial systems, first and foremost,” it is I mentioned. “We need to focus on investing in things that are mainly associated with innovations in financing.”
Samani was reflected in the broader contraction in financing the project through the encryption space, pointing to a necessary account about the tool and the ability of application in the real world. According to the DEFILLAMA data mentioned in the interview, investment capital flows have now decreased below 2017-2018 levels despite increased regulatory clarity.
Samani attributes this to the late market correction away from unscientable projects. “People, LPS, funded the encryption project boxes with the implicit inclusion that encryption will significantly affect all parts of the economy. I have a narrower view – I think it will have a very significant impact on financial services. Otherwise, I do not care in general.”
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This re -calibration process has led to a doubling to the bottom of the areas where the product market appears in the end, including Stablecoins, real assets (RWAS), decentralized material infrastructure networks (DePin), and border payment systems. “We have these areas now where there are in the final market,” said Samani.
Solana’s Edge: Speed and on Chain Order Books
The last Multicoin thesis is the increasing perception that Solana is unparalleled in providing speed, productivity and the cost structure needed to support global financial applications on a large scale.
“If you look at the Core L1 infrastructure, Solana is the fastest horse today,” Samani confirmed. He emphasized that after five years since the launch of Mainnet, Solana is now on the threshold of making the books of requests completely on the chain not only possible, but also a functional competitive with the central exchanges.
“The cumin was not low enough. The series will decrease […] But with the increase in the number of stability time, with increased productivity, with increased productivity, made it more useful in the book’s request books, ”Samani explained.
The key to opening these capabilities, according to Samani, is “police liquidity” – an innovation that is now affordable thanks to the entitlement of Solana.
Ethereum vs. Solana
Samani made a sharp contradiction between Solana’s individual improvement of financial use and the generalized ETAREUM approach. “The ethereum is the basic problem that is not improved for anything,” he said. “The definition of focus is not saying no to things. They completely refuse to do so.”
While Ethereum continues the defense -based scaling, Samani is still skeptical in both challenges inside and inside. “All the books that we have today are completely central to its operations,” he said. Ethereum started the maximum decentralization […] The path to scaling is central and central. He amazes me as a stranger. “
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In contrast, Samani believes that the homogeneous Solana structure-which emphasizes the decrease in cumin and high productivity-is the most appropriate to build the backbone of the original capital markets on the Internet. “You should focus on cumin, productivity and gas cost,” he said. “Bitcoin and Ethereum from the beginning were like,” Oh my God, scarcity. “
Regulatory wind shift
Samani also described a remarkable shift in the organizational environment, as it indicates the top of the White House encryption where he sat along with the main industry characters. He said: “It was really wonderful for me to see that they committed two hours, sat there with us, listened, took notes, and they were really asking good questions.”
From Samani’s point of view, this new dialogue with Washington is already stimulating changes in capital flows. Multicoin has witnessed many of the largest LPS-historically for the project only-with explicit interest in the liquid hedge fund. “Three of our LPS has called us since the elections and said:” Hey, we would like to explore your liquid box. “We are satisfied because the tide is converting.”
Samani repeated that from the point of view of risk reward, liquid markets-in definition of higher performance symbols such as Solana and ecological system projects-now provide the most persuasive opportunities. “My public belief today is that the easiest money to be earned in Crypto is to buy liquid names that are the winners in their fields.”
Five years after Solana supported her early days, Multicoin Capital is still constant. “We have reduced the difficulty of the book’s book books,” Samani confessed. “But we have never abandoned it, and I think we are very close now.”
At the time of the press, Sol was traded at $ 140.
Distinctive image created with Dall.e, Chart from TradingView.com
