Crypto Whiz Turns $17 Million into Booming Fund

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In this week's episode of The Journey Man, Raoul welcomes Tushar Jain, co-founder and managing partner at Multicoin Capital, to discuss what it's like launching a digital assets investment fund during a bear market, why Multicoin's thesis-driven approach is built to navigate any market environment, what the future of crypto adoption looks like, and much more. Recorded on August 19, 2024.

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Timestamps:
00:00 - Sponsor: Kraken OTC
01:30 - Raoul Pal's Background and Journey
02:35 - Exponential Age Asset Management and Hedge Funds
03:42 - Introduction to Multicoin and Investment Strategy
04:15 - Tushar Jain's Background and Journey into Crypto
06:39 - Founding Multicoin Capital
08:24 - Launching Multicoin During a Bull Market
09:41 - Navigating Market Cycles and Building Conviction
10:54 - Multicoin's Investment Approach and Vision
12:07 - Token Economic Designs and Value Capture
13:14 - Evolution from Hedge Fund to Venture Fund
15:35 - Comparing Venture and Public Market Performance
17:20 - Opportunities in Public Markets Due to Token Unlocks
19:08 - Raising Capital and Conviction Post-Bear Market
20:21 - The Importance of Fundamental Conviction
21:32 - Success with BNB and the Impact on Multicoin
23:19 - The Challenge of Low Float, High FDV Projects
24:31 - Case Study: Solana's Unique Token Unlock Strategy
26:11 - The Impact of Low Float Tokens in Bull Markets
27:22 - Differentiation in Asset Quality and Market Performance
29:01 - Strategy for Entering and Exiting Positions
31:52 - Multicoin's Objective: Outperforming Across Market Cycles
33:30 - The Long-Term Vision for Crypto and Wealth Creation
35:06 - Productive Assets vs. Non-Productive Assets in Crypto
36:48 - The Barbell Portfolio: Bitcoin and Solana
38:25 - Ethereum's Challenges Compared to Solana
40:12 - Ethereum Layer 2s and Value Accretion
41:23 - Valuation Framework for Asset Ledgers
44:39 - The Need for Increased Scale of Use in Ethereum
45:20 - Onboarding New Users to Blockchain: Gaming and dPIN
47:05 - Challenges in Token Economics and Capital Flight
48:50 - Potential of NFTs in Various Industries
52:01 - Expanding Ecosystems and Emerging Opportunities
55:36 - Worldcoin and New Methods of Token Distribution
58:27 - The Future of Tokenized Culture and Brand
59:40 - Tokenizing Culture and Dark Markets
01:01:21 - Long-Term Perspective and the Path Ahead

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My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com

Disclaimer: https://media.realvision.com/wp/20231...

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