Tushar Jain
@tushar_jain
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Cofounder and Managing Partner @MulticoinCap Opinions are my own / Not a solicitation / Not an offer for investment advisory services
Austin
Joined June 2013
In a bear market it’s worth it to spend your time trying to find hidden gems. In a bull market, I think the best strategy is to bet on winners and let them compound. Don’t over trade and don’t let FOMO drive your decision making.
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new episode of Accelerate is out, and it's a banger the founding fathers of DePIN: Helium, Hivemapper, and Multicoin join me to talk: - tokenomics - supply vs. demand - building real products in crypto with real impact - huge BD deals (Lyft, Volkswagen, Gov. Telecom) and more
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This November 29, one guest will experience the ultimate travel reward! Play all month and let your next adventure begin at FireKeepers.
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the telecom industry is in the middle of a massive shift for macro (outdoor) coverage, Starlink is coming with DTD/DTC (direct to device/cell). telco's are not yet sure what to make of it. does it actually work? how's the performance? telco neckbeards are skeptical, but I would
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By the midterm election cycle I think we will start seeing PACs deploy money into prediction markets to shape the narrative.
I keep heard from some that they have given up hope on the NYC mayoral election based on the probability of @ZohranKMamdani reflected by Polymarket. The problem is that it takes only a small amount of capital to influence Polymarket trading levels. Please see the post below about
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2nd order effects of this will be fascinating. Why take risk to deposit at a traditional bank vs using a narrow bank that only holds tbills? Narrow banks will have lower expenses & will pass more interest to depositors. Narrow bank = less risk and higher interest for depositors
🚨FED OPENS DOOR TO CRYPTO BANKING 🇺🇸Governor Chris Waller announces the central bank is proposing a new “limited-access” or “skinny” master account that would give legally eligible institutions direct access to the Fed’s payment rails - without relying on partner banks. This
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Abacus Global Management $ABL Reports Third Quarter 2025 Results Third Quarter 2025 Highlights: • Total revenue for the third quarter grew 124% to $63.0 million, compared to $28.1 million in the prior-year period. The increase was driven by continued growth in Abacus’ Life
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I'm bearish on AI relative to the rest of the market over a 2 year time horizon. At this point AI is priced for absolute perfection. Expectations are sky high. The only thing which would exceed expectations is ASI in the next few years. In the world where we exceed the market's
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This type of raise is actually quite dilutive. Yes it appears the shares are sold at a premium but that assumes the warrants have no value. Once you include the value of the warrants which investors received, this offering was done at a discount to market price. Market price is
We’ve raised $76.5M by issuing equity at $17 per share (12% premium to market), with the potential for ~$79M more though a novel 90-day premium purchase contract at $17.50 per share (19% premium) – the first of its kind in the DAT ecosystem. - SharpLink sold equity at both a
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📣🚨NEWS: @a16zcrypto has made a $50M strategic investment in Jito! With BAM live on mainnet, Jito's growing momentum across DeFi, and institutional adoption continuing to accelerate via JitoSol ETF's, things are just getting started. Accelerate Jito.
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Note that when Binance announces "airdrops for $BNB holders" ~71% of that airdrop goes to Binance and CZ. What's more, Forbes estimated last year that CZ owns 64% of the total $BNB supply! It's indirect listing fee on top of other scammy fees.
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The monastery at Guadalupe in Estremadura, founded in 1330 by King Alfonso XI of Castile, was also one of Spain’s oldest schools of medicine, particularly specialized in treating syphilis, for which they used fumigations, sudorifics, and mercury brought from the Almadén mines.
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I disagree with this. Listing fees are a reasonable component of an exchange's business model. What is not acceptable is lying about them, or gaslighting everyone to think they are not listing fees but are rather used for opaque unverifiable airdrops or security deposits.
It should cost 0% to be listed on an exchange.
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Major crypto derivatives markets should have circuit breakers. Allowing a flash crash to blow up a significant percentage of your users is strictly value destructive. But if the exchange is left with bad debt which would have been liquidated if not for circuit breakers? That is
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One of my biggest lessons from 2022 is that it takes some time for all the bankruptcies to reveal themselves after a big liquidation flush like this. Big trading shops are running around trying to figure out what their exposure to insolvent counterparties is and that takes time.
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The Genius Bill is the beginning of the end for banks' ability to rip off their retail depositors with minimal interest. Post Genius Bill I expect the big tech giants with mega distribution (Meta, Google, Apple, etc) to start competing with banks for retail deposits. The tech
Good post on evolving stablecoin market structure. I would extend it further: yes, I think that stablecoin issuers are going to have to share yield with others, but this is just one instance. Everyone is going to have to share yield. Today, the average interest on US savings
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DoubleZero is one of the most ambitious projects we've ever invested in. Their technology will make all high performance blockchains faster and more performant. This is the innovation we need if we want on-chain price discovery for all of the world's assets. IBRL
A new, faster internet is here. DoubleZero’s high-performance global network is now live on mainnet-beta powered by 2Z. Welcome to the world of high-performance networking.
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This is an insightful analysis of the tradeoffs between single purpose chains and general purpose chains. The most successful single purpose chain by revenue is Hyperliquid and even they are adding general purpose features to grow their TAM.
posts like this are funny in that they are exactly correct but in reverse people think "all apps will become appchains and move off general chains" but what will actually happen is that all successful appchains will become general chains first, ignore the loads of empirical
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Tether is raising $20B at $500B valuation. There is currently $173B of USDT outstanding. The market expects interest rates to average ~3.6% over the next year given the expected Fed cuts, which implies $6.2B revenue for Tether. That comes out to a ~77x multiple... There are 3
Tether, issuer of the world’s largest stablecoin, is in talks with investors to raise as much as $20 billion, a deal that could propel the crypto firm into the highest ranks of the world’s most valuable private companies
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Fwiw Ethereum should do this too. It will massively drive up Ethereum's REV and drive buying pressure on ETH.
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Happy Hump Day! If you love Wednesday, you’ll dig this. Jenna Ortega. Wednesday Addams. Link in Bio ☝🏼
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One of the best things about Solana's culture is adopting good ideas from other ecosystems. Hyperliquid's idea to encourage stablecoin issuers to buy HYPE with USDH interest is a powerful way to drive REV. Why should Circle keep all of the interest revenue from USDC on Solana?
Look, this is going to happen. It is the most insane no-brainer in Solana history. Stablecoins are commodities, and currently on Solana, there is one that captures all yield and literally funds Solana's biggest competitor with it! With the Genius Act, these things are
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The guys with the biggest ETH bags are literally building their own L1, & people still think Ethereum being the “settlement layer for the internet of value” is a coherent idea
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