Has anyone you respect ever told you that bitcoin doesn’t make any sense? Maybe you’ve seen the price of bitcoin rise exponentially and then seen it crash. You write it off, believe your friend was right, don’t hear about it for a while and think bitcoin must have died. But then you wake up a […]

  Facebook is very knowingly exploiting a very specific gap in regulations and technology made possible by the cryptocurrency industry that will allow their planned “Libra” cryptocurrency to flow into the black market economy while still being compliant with traditional financial entities’ compliance policies. (I don’t use “black market economy” as a bad word here. The […]

After moving sideways for 12 days in a range of $7,000 to $8,300, bitcoin recently broke out to the upside and briefly traded at around $9,000. If the parabolic uptrend is continued, the price could reach $11,000 this month, and go higher still in July. But will it? In this note, we share some thoughts on […]

What follows is a brief summary of where the blockchain industry has come from over the past 10 years, where (I think) it’s headed over the next 10 years — and a lens to help understand why. It’s lighter on the deep-history and heavier on the more recent and forward-looking perspective.   Where we’ve come from Bitcoin Emerges (Jan […]

What follows is data and analysis from a survey of American adults regarding general sentiment toward Bitcoin — the survey was conducted online by The Harris Poll, on behalf of Blockchain Capital, from April 23–25, 2019 among 2,029 American adults. The survey was an augmented version of one we ran in October 2017 (we added a few […]

For the past year or two, Bitcoin’s lightning network has been one of the most closely watched developments in the crypto industry and while I’m very excited about the new possibilities enabled by the Lightning Network, I can’t help but ask: What about the other layers?! After all, the Lightning network is just one layer […]

The future of crypto hinges on a critical, yet-to-be-answered question about the role of decentralization in a blockchain-based network. The answer has tremendous implications for the industry and the way investors allocate capital across crypto-assets. The question is how important is decentralization and to what degree can we compromise on decentralization for particular use-cases? I […]

Open, distributed ledgers and permissionless, censorship-resistant, trust-minimized computation are going to reshape massive sectors of the global economy. This belief led us to found Multicoin Capital in 2017, and after spending two years with entrepreneurs, business leaders, and investors in this space, we’ve developed more conviction in this thesis than ever before. Over the last […]

As a venture firm that has been deploying capital to the crypto space for over 6 years, we see a plethora of future catalysts for crypto adoption but we often circle back to the question: What would be the biggest catalysts? We tend to think that the biggest potential catalysts will have three primary ingredients: 1. A […]

Definitely, Bitcoin is not! (This is not an academic article. It is an attempt to check if blockchains and their solutions are really disruptive or not. I present here unpopular findings and another version of the story that, as far as I am concerned, has not been told before! I have read several articles and […]