Vishal Kankani
@kankanivishal
Investing @multicoincap to enhance human & machine coordination. opinions are my own / not a solicitation / not an offer for investment advisory services
life motto: getting to know, and having the ability to do
If you’re a fintech founder, you have two paths: 1. Look forward: Use smart contracts to solve real problems from day one. Delight users. Move fast. Avoid the liabilities of custody. OR 2. Look back: Get buried in outdated regulatory plumbing built before we could move money…
Holding user funds means perpetually acquiring expensive licenses: • $100K–$2M per U.S. state • €350K+ in the UK • €300K–€1M+ in the EU And it’s not just the cost — it’s the time. Each license can take 6+ months. These regulatory barriers create an impossible choice…
who would have thought that the reincarnation of constitutiondao would look like pumpdotfun
this is impressive. read. digest.
Introducing BAM: The Block Assembly Marketplace that revolutionizes how Solana processes transactions. Private. Transparent. Verifiable. This is how Solana wins ⬇️
One thing will be clear to everyone in crypto in 6-18 months. 1. Financial engineering is useful when done right 2. Financial engineering almost always is abused 3. The entire business model of Wall Street is to collect fees for facilitating risk transfer between two willing…
Read it in Bullpen Research TG channel: "The question isn't whether stablecoins will win—it's whether anyone will profit from their inevitable dominance." I am glad we are finally starting to see people talking about that hey - wait a second -- these margins of sending payments…
now that DATs are all in vogue, when do you expect to see a DAT ETF :)
exchange balances: near all time lows daily etf flows: in ten figures short liquidation wicks: getting nastier is this sell-side liquidity crisis in motion?
$1.3 BILLION IN SHORTS were liquidated in less than 60 seconds. Bitcoin skipped straight past $120k and went directly to $121k. At $2.39 trillion, Bitcoin is now officially larger than Amazon, and is the world's 5th largest asset. Remember this day.
The year is 2025, and in crypto we still think a leading non-sovereign store of value needs to provide yield. This is objectively wrong. Look at gold and art -- neither provides yield and by far they are the leading non-sovereign store of value. In fact, I'd go as far as saying…
As ETH demand grows, it’s positioned as a SoV that can take share from legacy assets Like gold & BTC: scarce, censorship-resistant But it has yield Americans hold $25T in dividend stocks vs. <$1T in gold ETH & BTC may both disrupt legacy SoV (US treasuries, gold, real estate)
one hallmark of a great investor is to understand the difference between value creation and value capture
We are in the most boring and me too phase of crypto. We are in the putting New York Times online phase of crypto. This might sound contrarian but putting stocks onchain is an obvious step that doesn’t have any margins. The most exciting and truly disruptive phase of crypto…
Why Hivemapper killed the AI Trainer platform and why it will reduce weekly HONEY emissions by 10%. 🧵
0/ Excited to announce that Multicoin led a $5M round in @yield_xyz !
We’re proud to announce our raise from @multicoincap Yield.xyz is building the unified infrastructure for all yields in Web3: from staking, to DeFi and beyond. For wallets, neobanks, fintechs, all the way to TradFi. All Yields. One API. x.com/blockworks_/st…