Multicoin Capital — Activity | F4

Team Portfolio Raise Read Contact

F4/Multicoin Capital/Activity

Multicoin Capital Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

News

Spencer Applebaum presented updated Crypto Mega Thesis 2.0 at Blockworks' DAS New York 2026 conference.

Multicoin's Crypto Mega Thesis 2.0 presentation at DAS NYC 2026

Multicoin Capital

youtube.comMAR 26, 2026

MAR 26, 2026

3 essays

· FEB 2026 – MAR 2026

Show all

Essay

Essay on real-world assets and the evolution of DeFi from self-referential crypto markets to onchain RWAs.

RWAs Are Just Built Different

Multicoin Capital

multicoin.capitalMAR 19, 2026

MAR 19, 2026

Essay

Essay on two paths to crypto adoption: buy-in vs. earn-in, arguing the majority will shift to earning crypto for work.

Internet Labor Markets

Multicoin Capital

multicoin.capitalMAR 10, 2026

MAR 10, 2026

Essay

Published comprehensive 30-minute investment thesis essay covering eight core themes including fintech, DeFi, financial globalization, and cryptographic primitives.

Multicoin Capital's Investment Thesis

Multicoin Capital

multicoin.capitalFEB 6, 2026

FEB 6, 2026

Team Change

Kyle Samani stepped down as co-founder and managing director to focus on AI, longevity, and robotics while maintaining some crypto involvement.

Kyle Samani stepped down as Managing Partner

Multicoin Capital

multicoin.capitalFEB 5, 2026

FEB 5, 2026

3 investments· OCT 2025 – DEC 2025Show all

Investment

Led $29M Series A extension round for cross-chain liquidity infrastructure.

LI.FI

LI.FI Multicoin Capital

li.fiDEC 11, 2025

DEC 11, 2025

Investment

Invested in ENA token for Ethena Protocol, the leading synthetic dollar issuer.

Ethena

Ethena Multicoin Capital

multicoin.capitalNOV 13, 2025

NOV 13, 2025

Investment

Co-led $28M investment in DoubleZero, a high-performance network for blockchain infrastructure.

DoubleZero

DoubleZero Multicoin Capital

multicoin.capitalOCT 2025

OCT 2025