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Multicoin Capital Crypto Portfolio - top 20 Holdings (Patreon)

Published:
2022-11-15 05:42:29
Imported:
2023-01

Content

Hey Team

I thought this was interesting to analyze the top 20 holdings of Multicoin Capital. "Multicoin Capital is a thesis-driven investment firm that invests in cryptocurrencies, tokens, and blockchain companies reshaping trillion-dollar markets." They were the gurus.  They only invested in the best. 

This chart represents the distance from all-time high.  I highlighted Solana.

Many of the names I slated in videos are on the list and many are at massive distances from all-time high even though some never even performed eg Kadena, Algorand, Thorchain, The Graph, Audius etc.  

The ones I liked on the list are SOL ETH and AAVE as well as BTC. 


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Comments

Anonymous

Yes, not your keys, not your crypto. Thoughts on GBTC with Coinbase holding the assets in Cold Storage. (Note: this is not "THE" coinbase, but a "Coinbase Custody Trust Company, LLC" "Coinbase Custody is a standalone, independently-capitalized business and fiduciary under New York state banking laws, backed by an insurance program that protects both offline and online assets across Coinbase products. Coinbase Custody is regularly audited by major financial and security audit firms." Thoughts?

Anonymous

At some point or another, everyone's humanity is revealed. None of us are exempt. The habit of deifying people w/specialized knowledge and/or skillsets is not a good one. Another artifact of hierarchal structures in our evolutionary biology. We keep knocking the dust off of that one. I like this as a reminder: No gods. No masters. James said once “we all have access to the same arithmatic”. I've always remembered this and I use it often. The internet is the great equalizer. Arm yourself w knowledge. Be your own guru.

Anonymous
>>95720235

some thoughts from a layman: BTC was built to kill the necessity of the middleman. For me, GBTC would not even be a consideration. Ownership of GBTC is in direct opposition to BTCs use case and reason for existence. To me, procies are almost ironic. Though, they do serve some purpose. Not for me though. I don't have the specific needs that they imply. Counter-party risk alone makes it FAR more risky for most (esp private key- competent people). Key custody issues and/or lack of access (Including inability to keep in retirement portfolios etc) to pure BTC are the only benefits I see through the lens of my bias. Why else would one take on that risk and be farther from the pristine asset by so many degrees of separation? Creating the exact problem for which BTC is the supposed remedy? What are the risks? What are the benefits? We can assess it like we do any other asset. Is owning GBTC consistent w your objectives, risk tolerance etc? Our theses cover all of these things. Just some thoughts. That's all.