Portfolio Construction
Kyle Samani discusses Multicoin's unique approach to portfolio construction, emphasizing the lack of formal rules and the aversion to sector-centric strategies. Instead, Multicoin focuses on market analysis and founder-market fit when making investment decisions.In this clip
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20VC
20VC: Why Market Matters So Much More Than Founding Team | Why Crypto Investing is Less Collaborative Than Ever | Why Bitcoin is Not a Hedge Against Inflation | Why Solana Will Beat Ethereum | The Network Effects You Need To Understand with Kyle Samani, C
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