| 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
- Write the sector thesis in one paragraph.
- Map value capture to token/equity.
- Test execution and adoption path.
- 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.
