Best Multicoin Capital Podcasts (2025)

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Crypto as Capital Formation: DePIN, AI & Zero-Employee Orgs With Multicoin | Messari's Fully Diluted 58:45

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24h ago58:45

58:45

In this episode, Messari's Chris Davis sits down with Shayon Sengupta, Partner at Multicoin Capital, to unpack how crypto-native markets are reshaping everything from wireless networks and AI compute to data collection and talent markets. They trace the lineage from Bitcoin mining to Helium and today’s DePIN / “internet labor markets,” dig into why…

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Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game 38:26

2h ago38:26

38:26

(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game (16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie (31:10)…

1
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom 1:01:53

11h ago1:01:53

1:01:53

(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. …

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Rewiring Crypto: How DoubleZero Builds a High-Speed Network for Solana & Beyond | Fully Diluted w/ Messari Research 32:30

14d ago32:30

32:30

The public internet wasn’t built for high-performance blockchains.In this episode of Fully Diluted, Messari’s Dylan Bane and Matthew Nay sit down with Austin Federa, co-founder of DoubleZero, to unpack how a global mesh of privately contributed fiber links is becoming the low-latency “private internet” for Solana and other high-throughput chains. A…

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Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth 55:05

20d ago55:05

55:05

(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:1…

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Monad Mainnet Is Here: The Fastest EVM Chain Goes Live | Fully Diluted with Messari Research 48:01

24d ago48:01

48:01

Monad is gearing up for one of crypto’s most anticipated launches — a high-speed, censorship-resistant L1 built to merge scalability with true decentralization. In this episode of Fully Diluted, Dylan Bane and Matthew Nay sit down with Monad’s Kevin and Jack to discuss the tech behind Monad’s 10,000 TPS architecture, how decentralization fits into …

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Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option 1:27:29

27d ago1:27:29

1:27:29

(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI (30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, b…

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Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix 27:25

29d ago27:25

27:25

(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products (9:21) AI's impact: anticipating the 3-day workweek (12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP…

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Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower 29:16

30d ago29:16

29:16

(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on th…

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Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom 26:05

1M ago26:05

26:05

(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey (8:43) WWE vs UFC: Why they are opposites, star building (11:21) Physicality of…

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Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia 1:33:36

1M ago1:33:36

1:33:36

(0:00) Disgraziad Corner: The most disgraceful things of the week! (3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately (11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias (24:52) Three years of X: Looking back on the Twitter acquisition and how it cha…

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Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028 1:04:19

1M ago1:04:19

1:04:19

(0:00) Chamath and Jason welcome Pete Buttigieg (1:31) Why the Democrats lost tech (6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market (23:17) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending (33:01) Culture Wars: The costly role of democratic identi…

1
Can You Launch a New Telco in 2025? Dabba’s Plan to Connect India via Can You Launch a New Telco in 2025? Dabba’s Plan to Connect India via DePIN | Messari Podcast 32:23

1M ago32:23

32:23

Messari CTO Diran Lee sits down with Karam Lakshman, CEO & co-founder of Dabba, to unpack how a DePIN marketplace, local cable operators, and crypto incentives could build a new Telco in the world’s toughest market—India. We cover broadband vs. mobile realities, Dabba’s business model and token system, the choice of Solana & BONK, incentives, and t…

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Nobel Peace Prize Winner: María Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela 58:19

1M ago58:19

58:19

(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado (4:27) Venezuela before and after Chavez (15:25) Why María got involved in politics and why she was expelled (24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing (31:27) Intimidation tactics by the Maduro regime, response to cl…

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Nobel Prize in Physics Winner: John Martinis on the State of Quantum 49:59

1M ago49:59

49:59

(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics (0:43) John's history, how he got into physics (4:54) Explainer on quantum mechanics (22:57) Quantum tunneling and the 1985 paper that led to this Nobel Prize (30:37) Understanding qubits, the state of quantum computing, and the impact of AI (40:56) US vs …

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NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage 1:24:32

1M ago1:24:32

1:24:32

(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans (49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists" (1:03:54) Study shows AI bias Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidS…

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ETH’s Q3 Surge: DATs Grab 3.8% of Supply, ETH ETFs Outpace BTC | Fully Diluted with Messari Research 52:17

1M ago52:17

52:17

Q3 was ETH’s quarter. Messari Research digs into why ETH ETFs saw more inflows than BTC, how ETH-focused DATs amassed ~3.8% of ETH supply in one quarter, and what MNAV convergence means for future buy pressure. We also cover stablecoin growth (and USDe’s breakout), the slow-but-real maturation of tokenized equities/commodities, the rise of “corpora…

1
Joe Manchin on the Fight for America's Future: Term Limits, Bipartisanship & the 2028 Election 1:10:09

1M ago1:10:09

1:10:09

(0:00) Chamath and Jason welcome Senator Joe Manchin! (4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats (19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president (28:12) Why socialism is on the rise in Amer…

1
Helius on Privacy’s Next Wave: Zcash, Solana, & Future of Onchain Markets | Fully Diluted with Messari Research 43:05

1M ago43:05

43:05

In this episode of Fully Diluted, Messari’s Dylan Bane and the Messari Research team sit down with Mert Mumtaz, Co-founder and CEO of Helius, to unpack the evolving privacy landscape in crypto. They dive deep into Zcash’s resurgence, Solana’s growing DeFi ecosystem, and the regulatory and technical hurdles shaping the next generation of privacy-pre…

1
California Forever: The Startup Building America's Next Great City 10:50

1M ago10:50

10:50

(0:00) Introducing Jan Sramek (0:51) How California Forever is building America's next great city Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship …

1
Maja Vujinovic, CEO & Co-Founder of FG Nexus | Forging Resilient Paths and Strategic Growth in the Future of Blockchain 1:10:40

1M ago1:10:40

1:10:40

In this episode of Searching for Mana, host Lloyd Wahed sits down with Maja Vujinovic, CEO & Co-Founder of FG Nexus. Maja shares her remarkable journey from being a refugee in childhood to becoming a successful entrepreneur. She discusses the financial struggles she observed early in life, which led her to the world of Bitcoin and cryptocurrency. M…

1
Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis 1:16:15

2M ago1:16:15

1:16:15

(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry? (36:15) State of US-China ahead of the Trump-Xi meeting, how we …

1
Robots With Wallets: OpenMind’s Vision for Physical AI & On-Chain Coordination | Fully Diluted with Messari Research 58:51

2M ago58:51

58:51

On this episode of Fully Diluted, Messari’s Dylan Bane and Chris Davis sit down with Yan, founder/CEO of OpenMind (and Stanford engineering professor on sabbatical), to unpack the near-future of physical AI—LLMs embodied in robots that can navigate homes, talk, learn, and even pay for services. 00:00 – Introductions 01:58 – Robotics & AIState of ro…

1
1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned 50:49

2M ago50:49

50:49

(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation" (0:38) Why he chose this time period (3:22) The setup: what led to the 1929 crash (19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in…

1
How Orlando Bravo Built One of the Most Successful Firms in Private Equity 28:57

2M ago28:57

28:57

(0:00) Introducing Orlando Bravo (1:53) Orlando's history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing's avionic…

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Bryan Johnson: The #1 Longevity Secret You Can Start Doing Today 10:39

2M ago10:39

10:39

(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of his research Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investor…

1
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package 19:15

2M ago19:15

19:15

(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie's bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark's strategies for bull and bear markets (16:01) Thoughts on Elon's trillion-dollar pay package Thanks to o…

1
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally 1:27:51

2M ago1:27:51

1:27:51

(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:3…

1
Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built 27:57

2M ago27:57

27:57

(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes (13:05) Sequoia's culture, picking partners, investment dec…

1
Stablecoin Neobanks, Perp Wars & Double Zero | Fully Diluted with Messari Research 44:57

2M ago44:57

44:57

In this Episode, Messari's Enterprise team digs into three hot threads: why stablecoins are the best onramp for mainstream users, whether on-chain neobanks can beat custodial fintech, and the latest in the Perp Wars (Hyperliquid vs. Aster/Lighter). We close with Double Zero’s launch, token design debates, and what it means for high-speed crypto net…

1
Kyle Samani, Multicoin Capital & Chairman of Forward Industries | Defining the Future of Internet Capital Markets 57:35

2M ago57:35

57:35

In this episode of Searching for Mana, host Lloyd Wahed sits down with Kyle Samani, Co-Founder and Managing Partner of Multicoin Capital and Chairman of the Board of Forward Industries, for an insightful discussion about the Solana blockchain and Multicoin Capital's role in the blockchain space. Samani delves into the unique features that distingui…

1
YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators 28:13

2M ago28:13

28:13

(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube's revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally (19:58) YouTube TV, YouTube Premium, and channel subscriptions (24:00) Ge…

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Injective: The Finance L1 — MEV-Resistant, Pre-IPO Perps, EVM | Fully Diluted with Messari Research 34:52

2M ago34:52

34:52

Injective CEO Eric Chen joins Messari’s Dylan Bane on Fully Diluted to unpack a finance-first Layer-1 built for performance and markets. Injective is a Cosmos SDK chain with instant finality (~25k TPS) and MEV-resistant orderbook/financial modules that power apps like Helix. We cover permissionless market creation (including pre-IPO perpetuals for …

1
Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact 27:07

2M ago27:07

27:07

(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China? (19:46) AI application in large businesses (21:52) Managing…

1
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy 1:29:31

2M ago1:29:31

1:29:31

(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content? (45:04) Open source AI: DeepSeek's new model, pressure on US AI industry (1…

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Ro Khanna on Crime, Censorship & Congress: Fixing What's Broken in America 54:15

2M ago54:15

54:15

(0:00) Chamath and Jason welcome Rep. Ro Khanna! (1:10) H-1Bs and immigration (8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders (15:08) Tech industry: Can Democrats win back tech?; Economic patriotism, protection vs proliferation of AI (24:25) Government shutdown, what actually happens? (3…

1
Multicoin Capital's Kyle Samani on Internet Capital Markets 13:32

2M ago13:32

13:32

(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:22) Examples of the future of internet capital markets Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and cr…

1
Rick Caruso on California's Collapse: Broken Leadership, LA Wildfire Failures & the Fix 22:56

2M ago22:56

22:56

(0:00) Introducing Rick Caruso (1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild (11:20) California's incompetence, running for CA Governor vs LA Mayor (14:21) Attention to detail (17:04) State of California: What it should be, homelessness, National Guard, policing Thanks to our …

1
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War 25:05

2M ago25:05

25:05

(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size (10:01) China's AI ecosystem, the US-Intel deal, rare earths, creating a US "national champion" (15:35) Manufacturing in America: how to create a culture of e…

1
Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton 1:07:50

2M ago1:07:50

1:07:50

(0:00) Introducing Cleo Abram (1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True (8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope (23:14) Q&A with Alex Filippenko, Cleo, and Friedberg: The universe, Fermi Paradox, black holes, NIH grants and the "war on science" (37:37) Zipline CEO K…

1
Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing 30:40

2M ago30:40

30:40

(0:00) Introducing Eli Lilly CEO Dave Ricks (1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China (7:08) GLP-1 pricing and capital allocation after a breakout pharma product (12:56) Why Biotech VC has plummeted, "patent hacking" in China (15:32) Dave's health regimen: good sleep, movement, healthy diet, so…