JR | Multicoin Capital

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JR | Multicoin Capital

JR | Multicoin Capital

@johnrobertreed

Partner, nCMO @Multicoin | Opinions are my own / not a solicitation / not an offer for investment advisory services

Katılım Mart 2009
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Mansi Prakash
Mansi Prakash@mansipraks·
built a simple agentic wallet that can spend usdc agent took usdc from my wallet, loaded a visa card via x402 and ordered fries for delivery powered by @expo @CoinbaseDev @privy_io
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Cursor
Cursor@cursor_ai·
Composer 2 is now available in Cursor.
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Tokens on Solana
Tokens on Solana@tokens·
JUST IN: Hyperliquid now trades more oil, gold, and silver than crypto.
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Bloomberg
Bloomberg@business·
Kalshi has raised more than $1 billion at a valuation of $22 billion in a new financing round, according to a person familiar with the situation bloomberg.com/news/articles/…
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chris
chris@chrischang43·
Hearing some feedback -- so let me emphasize some points here: 1) the goal is to make this dataset of transaction shred dissemination timing more transparent and accessible for validators, researchers, and the broader Solana ecosystem, so we make the parquet files downloadable for anyone who wants to work with the raw data itself 2) the Ghost score is simply provisional. @SolanaFndn will create their own scoring rubric and the dashboard will replace the Ghost score after that
Ghost@0xGhostLogs

Over the last 20 epochs, we tracked validator scheduling and block production behavior using shred data Now we’re making that data available on a revamped dashboard, along with a provisional scoring system

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Darren Rovell
Darren Rovell@darrenrovell·
RR Auction estimated that this original Charles Schultz drawing of Snoopy was worth at least $800. It sold tonight for $10,313.
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lucid.
lucid.@lucidzk·
so you see tempo launched a “permissionless” mainnet that’s actually a soft-permissioned validator set but like it’s framed as a payments-maximalist design constraint so it’s fine. and there’s this new thing called machine payments protocol which is basically agents paying agents but only after the humans in the loop say it’s okay. and technically anyone can build but not everyone can validate so it’s like permissionless frontage with curated consensus vibes. and there’s a whole camp saying this is the pragmatic turn for payments infra, optimized for UX, compliance, throughput, whatever it takes, while another camp is like wait this is literally how you re-invent banking rails with extra steps. and somehow both sides are calling it cypherpunk. and the funniest part is everyone agrees “money should be neutral” but we’re still debating who gets to run the nodes that move it. so now we have this dual-state chain where it’s permissionless if you’re building, permissioned if you’re securing, and aspirationally decentralized in the roadmap. and you can feel the subtext: payments first, decentralization later. maybe. money?
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Dan Robinson@danrobinson

Tempo mainnet is live and permissionless We designed it to be the best blockchain for payments, and every feature serves that goal We're also introducing a new standard for web and agentic payments, the Machine Payments Protocol, which you can use today

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JR | Multicoin Capital@johnrobertreed·
To play this out. What you'll actually see is a war of hyperscalers trying to own the "standard" through regulatory capture and excluding competitors, which ironically reinforces the need for credibly-neutral rails. As ai costs rise and models converge to 1, corps will look for cost savings everywhere, specifically payment rails. This is inning 1, not inning 9.
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chainyoda
chainyoda@chainyoda·
I don’t know who needs to hear this but if @tempo gets Anthropic and OpenAI to use their machine payments standard then that will be the standard
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Sam McQuillan
Sam McQuillan@sam_mcquill·
New: Kalshi appears headed for its first $3 billion trading week. Trading is on a ~$2.6B pace through Monday, but with 134 March Madness games ahead, volume is heavily backloaded. Last week reached $2.94B.
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JR | Multicoin Capital@johnrobertreed·
The nuance is the user perspective. Decentralization and permisionlessness are chronically conflated. From users' perspective, decentralization actually doesn't matter. It doesn't do anything for them. Permissionlessness does. It creates access. From a regulatory perspective, decentralization is absolutely critical as a pathway to the world largest capital markets. Both matter. Just depends on the context. The lack of defining constituencies and being deliberately ambiguous creates unnecessary drama and tension. This is not a debate of importance but rather a question of go-to-market strategy.
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Haseeb ＞|＜
Haseeb ＞|＜@hosseeb·
The line "decentralization doesn't matter" is getting repeated more and more these days. I recently broke out into debate on-stage with @masonnystrom about why decentralization was essential to prediction markets existing at all. It got heated. Worth the 5 minutes:
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David
David@EffortCapital·
I recently moved into a new position as the Head of Commercial at Blockworks to accelerate our growth as the only onchain data business with a large distribution machine across crypto-natives and institutions. I am actively looking to hire for our sales team across Account Executive and Sr. Account Executive positions! Sales experience is important, but what I am really optimizing for is: - being crypto-native/crypto-curious and having a strong network in the industry (including enterprises moving onchain) - having that dawg in you If you want to join one of the fastest growing businesses in the industry that sits right at the intersection of onchain data and institutional adoption of the asset class, make sure to apply below. jobs.ashbyhq.com/Blockworks
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Keşfet

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