Multicoin Capital
Multicoin Capital是以论文驱动的投资公司，投资代币和区块链公司。
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Multicoin: Building a DEX Takes a Weekend — What Wins in DeFi in the AI Era?
Multicoin Capital argues that AI has cut DEX development down to a single weekend, but financial value is flowing toward three moats — distribution, capital and proprietary data — and protocols that own customer relationships and balance sheets will command pricing power.
大钳子2 authors
Multicoin重仓Grass：AI时代的“数据搬运工”为何被看好？
Grass 靠卖预训练数据实现盈利，并正在向推理时实时检索市场扩张，Multicoin 认为这个市场可能比训练数据大几个数量级，GRASS 代币面临价值重估。
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