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My one big prediction for EOY 2026
Solana mainnet will rival or exceed all major CEXs for majors for spot and perps
Kyle Samani
29.9K posts
Kyle Samani
@KyleSamani
Chairman @fwdind. Figuring out what’s next after a wild run as Cofounder and Managing Partner @multicoin
- 0/ Why the next bear market will not be like the last one And in fact, we may not have a bear market at all Or we may have half a bear market, depending on your perspective A thread
- Ethereum was my entry into crypto in 2016. I fell in love with the vision for permissionless finance and smart contracts. ETH was my first meaningful source of wealth In 2017 Ethereum was the center of crypto. Up 100x in a year. ICOs. Future of finance. Gas fees spiking.
- 0/ Today Forward Industries (@FWDind ) closed on a $1.65B PIPE cosponsored by my firm, @multicoin along with @jump_ and @galaxyhq . 100% USD, no in-kind I am now Chairman of the company In addition to Multicoin's investment, I invested $25M personally into the PIPE
- Pro tip IP is a boomer concept in the age of abundance
- Ethereum is 10 years old!!!! and this is still happening. pathetic
- I was today years old when I learned that @solana is within striking distance of surpassing Nasdaq on trades settled in a day
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00:00- 0/ @multicoin has been investing in SOL since May 2018 In that time, we have published 4 theses to share our views on how we think about Solana Today I'm excited to share the 5th in that series: The Solana Thesis: Internet Capital Markets (link in next tweet)
- David understands the role he is in His team reached out to us a few months ago and we found a buyer for Craft’s remaining Multicoin related assets David is as above board as you can bedavid sacks giving up his multicoin position is a big deal and shows he is serious about not having conflicts of interest. the multicoin LP position is one of the best performing assets out there because of early SOL, and solana clearly has more upside from here (vs say ETH).
- The two megatrends of the next decade are not AI and crypto It’s AI and Internet Capital Markets
- Bought 8 figures of Loot AMA
