Spencer Applebaum(@SpencerApplebau):We have a pretty structured memo process at @multicoin for venture deals The 2nd section is called "Why does this present compounding returns?" ie what are the moats and network effects The section written for @fun memo was one of the most dense and compelling we've ever written It's also the most buttery onboarding UX we've come across since the inception of the firm So excited to be along for the ride with @AlexKFine and the rest of the team as they bring global payment rails to modern fintechs across web2 and web3

2026.05.01 15:42

We have a pretty structured memo process at @multicoin for venture deals The 2nd section is called "Why does this present compounding returns?" ie what are the moats and network effects The section written for @fun memo was one of the most dense and compelling we've ever written It's also the most buttery onboarding UX we've come across since the inception of the firm So excited to be along for the ride with @AlexKFine and the rest of the team as they bring global payment rails to modern fintechs across web2 and web3