Maanav Khaitan
6K posts


Many of the most important drug classes in modern history were nearly abandoned by their financial backers. If we can solve the structural risk-aversion that almost prevented these drugs from getting to patients, then we can dramatically accelerate medical progress.

I am excited to announce that @shayonsengupta and @SpencerApplebau have been promoted to General Partner and Co-Heads of Venture at Multicoin Capital. Over the past several years, both have taken on significantly more responsibility across every dimension of our business. They’ve not only continued to identify, source, and lead deals at an increasing rate, but have also increasingly taken on more ownership of the strategy, operations, and long-term direction of Multicoin. Multicoin was founded on the belief that crypto will fundamentally reshape global markets. We recently published our updated thesis for the next decade of crypto. We couldn't be more excited about the future of crypto and opportunity to invest in these theses.





Are AI Datacenters increasing the electric bill of all American households? Power prices misconception, PJM's poor market design, Capacity prices 9.3x growth, ERCOT vs PJM gird reliability and expansion @TradeADMIS @ash_locked semianalysis.substack.com/p/are-ai-datac…













