In this episode, I interviewed Kyle Samani, founder and managing partner of MultiCoin Capital & Chairman of Forward Industries, discussing Forward Industries's investment strategies and its on-chain active strategies. They also explored the vision for internet capital markets, and the concept of entertainment finance. Kyle reflects on some misses in the past three years. I was glad to hear about some fresh takes in the episode!
00:00 Introduction - Kyle & Forward Industries
05:13 Investment strategies & Why Kyle believes that the convertible and perpetual preferred structure works far better for a SOL DAT
07:54 SOL acquisition opportunities (from whom the SOL are from?)
10:22 Governance role and management team building
15:46 On chain yield strategies
18:27 Latest Take on SIMD-228 - an updated view on Solana native yields
24:12 Evolving perspectives on DATs and understanding the SEC Vision
25:22 Solana's infrastructure for global securities trading
27:50 Internet Capital Markets
28:54 Entertainment Finance: The next frontier; Pump & Kalshi
35:00 Some misses in the past three years
41:32 The job is not done
Website: Multicoin.capital
X: @KyleSamani / @fwdind