Crypto VC and Strategy by Kyle Samani
Kyle Samani is Co-Founder and Managing Partner at Multicoin Capital, a crypto-native investment firm known for early and sustained support of Solana. Under his leadership, the firm’s hedge fund has returned over 20,000 percent since inception in 2017, with assets under management exceeding USD 100 million. Portfolio holdings include Helium, Arweave, and Lido, along with private investments in infrastructure layers and protocol tooling.
In 2025, Multicoin doubled down on modular architecture by backing Eclipse and Monad, both Ethereum-aligned scaling systems. Samani frequently publishes ecosystem theses, and his Substack newsletters often surpass 50,000 views within 48 hours. He has spoken at over 30 blockchain conferences, including Token2049 and EthCC, where panels focused on DePIN and Solana VM resilience.
Samani’s directional investments and research narratives make him one of the most active participants shaping high-throughput chain development and multichain architecture.
Shielded ZEC growth could signal accumulation, Kyle Samani notes
Kyle Samani, co-founder and managing partner at Multicoin Capital, suggests that the best way to verify whether people are investing in ZEC for its long-term potential is by monitoring the ...
Kyle Samani: Questions rationale for cross chain expense in agent solutions
Kyle Samani, co-founder and managing partner at Multicoin Capital, questioned the logic of agents opting for cross chain solutions when alternatives like x402 or mpp could be used instead. ...
Regulated perps poised for U.S. launch, Kyle Samani notes
Kyle Samani, co-founder and managing partner at Multicoin Capital, highlights that regulated and legal perpetual contracts are about to debut in the U.S. market. He describes this as a ...
Kyle Samani: Onyc offers stable on-chain yields with flexibility
Kyle Samani, co-founder and managing partner at Multicoin Capital, describes Onyc as one of the leading yield products available on chain. He highlights its uncorrelated and stable yields as ...
Solana's ability to compete in BTC markets is key, Kyle Samani notes
Kyle Samani, co-founder and managing partner at Multicoin Capital, suggests that if Solana can compete with Binance on spot BTC trading, it has the potential to compete with Binance on perpetual ...
Kyle Samani: Vaults present a key design area for Phoenix and Drift
Kyle Samani, co-founder and managing partner at Multicoin Capital, highlights the potential of vault products in the crypto space. He encourages the development of innovative vault solutions on ...
Very few users are active on hyperliquid, Kyle Samani notes
Kyle Samani, co-founder and managing partner at Multicoin Capital, draws attention to the small but vocal user base of hyperliquid. He highlights that despite significant discussion, the actual ...
Kyle Samani: Path for native equity tokenization on Solana now clear
Kyle Samani, co-founder and managing partner at Multicoin Capital, highlights growing momentum for tokenizing equities on Solana. Samani cites recent developments involving Securitize, Jump, and ...
Kalshi perps could surpass prediction markets in attracting mainstream users, Kyle Samani argues
Kyle Samani contrasts the technical and user acquisition challenges between prediction markets and perpetual futures in crypto. He notes that while prediction markets may be easier to build from ...
Kyle Samani: Jump issues bold statement on future of market microstructure
Jump, described as one of the largest trading firms in the world, has released a bold statement regarding the future direction of market microstructure. Kyle Samani highlighted this development in ...
Debate set to cover PFOF, MEV, and Canton, Kyle Samani notes
Kyle Samani announced plans to debate Don Wilson of DRW next week. He highlighted key topics for the discussion, including payment for order flow (PFOF), maximal extractable value (MEV), on-chain ...
Kyle Samani: Half of prediction for spot in EOY 2026 appears accurate
Kyle Samani commented that his forecast regarding spot for end of year 2026 is proving accurate. He further indicated that the other aspect, related to perpetuals, remains outstanding. Samani did ...
100 million x402 transactions resulted in $30 million payments volume, Kyle Samani notes
Kyle Samani reports that x402 processed approximately 100 million transactions, amounting to $30 million in payments volume. He inquires about where users can try this service themselves, sharing ...
Kyle Samani sees opportunity in AI-powered finance network
Kyle Samani suggests there is a potential opening to develop a finance-focused social network integrated with AI tools. He notes that a tool with robust financial research capabilities could ...
Kyle Samani explores bringing FX markets on-chain
Kyle Samani, an influential voice in the crypto space, is exploring the possibility of bringing foreign exchange (FX) markets on-chain. Samani expressed interest in engaging with others in the ...
Kyle Samani: Demand for neutral payment rails increases
Kyle Samani, co-founder of Multicoin Capital, suggests that efforts to privatize payment systems are inadvertently driving an increased interest in neutral and scalable alternatives. His ...
Kyle Samani questions shift from ETH to SOL ETFs
Kyle Samani raises an intriguing point as he questions whether investors will shift their focus from Ethereum (ETH) ETFs to staking Solana (SOL) ETFs within the first month after the launch of SOL ...
Kyle Samani: Forward Industries to tokenize Ford shares on Solana
Kyle Samani, a notable figure in the crypto world, has announced a new collaboration between Forward Industries and Superstate Inc. As part of this partnership, Ford shares will be tokenized ...
Kyle Samani: Longer time horizons yield structural alpha
Kyle Samani, a noted figure in the financial industry, suggests that one of the most straightforward ways to achieve structural alpha is by adopting a longer investment time horizon. His recent ...
Kyle Samani seeks media support for Ford community outreach
Kyle Samani, a prominent figure in the investment community, has called for increased media connections to support Ford's community outreach efforts. In a tweet, Samani urged individuals with ...
