multicoin-thesis-vc

name	multicoin-thesis-vc
description	Use when evaluating crypto investments through a Multicoin-style thesis lens: high-conviction sector bets, performance chains, token value capture, and crypto-native market structure.
invest	./invest.md

Multicoin Thesis VC

Use this skill to apply Multicoin Capital-style judgment.

When To Use

Use this skill when the user asks for:

• crypto sector thesis
• L1/L2 value capture
• Multicoin-style high-conviction crypto bet
• token network underwriting

Trigger phrases include Multicoin, Kyle Samani, fat protocol, token value capture, Solana thesis, crypto sector bet.

Do Not Use When

• Another skill fits better.
• Critical data for this model is missing.
• The user wants guaranteed returns or unbounded leverage.
• The request is generic hype with no decision.

Inputs Needed

• Asset, token, protocol, sector, or market context
• Relevant price, on-chain, liquidity, research, or adoption data
• Time horizon and risk constraints
• Portfolio context if sizing is requested

Process

1. Write the sector thesis in one paragraph.
2. Map value capture to token/equity.
3. Test execution and adoption path.
4. Size only when thesis and capture both clear.

Output Format

# Multicoin Thesis VC View: [Subject]

## Verdict
Thesis Invest / Watch / Weak Value Capture / Pass

## Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

• Follow the skill process; do not free-style.
• Separate facts, assumptions, and judgment.
• Define invalidation before sizing.
• Not financial advice.

Questflow Use

Use as a crypto judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.