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Multicoin co-founder: The application layer is attracting a large amount of top intellectual capital

Multicoin co-founder: The application layer is attracting a large amount of top intellectual capital

Odaily星球日报Odaily星球日报2025/12/27 00:16
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According to Odaily, Multicoin co-founder and Forward (SOL treasury company) chairman Kyle Samani posted on X, stating that after watching all the videos during Breakpoint, his impressions are as follows:

1. Real World Assets (RWA) are flowing in massively, and the scale of RWA loop lending on Kamino will be very large;

2. The new generation of hardware wallets far surpasses Ledger in both design and user experience;

3. The application layer is attracting a large amount of top intellectual capital;

4. The design of perpetual contract DEXs is experiencing explosive innovation;

5. The number of vault managers/strategy managers is growing rapidly.

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