Multicoin's heavy investment in DePIN, once created a hundredfold legend
T0 Long-term core holdings: GEOD, HNT, RNDR, SOL, LayerZero
Relying on real-world applications, stable revenue from B-side, token burn, and large on-chain lockups to solidify the fundamentals.
T1 Target allocations: HONEY, DIMO, JTO, Kalshi, Inference
Past performance
$HNT Multicoin led the Series C round in 2019, a leader in the IoT DePIN sector, rising from a low of $0.1132 to a high of $54.88, a gain of 484 times.
$RNDR Institutional seed round investments in the AI distributed computing track, climbing from a low of $0.4 to a peak of $10.78, netting a 26-fold increase.
Top-tier institutions are making long-term bets, with the potential of the DePIN space ramping up again.
#DePIN #机构持仓
T0 Long-term core holdings: GEOD, HNT, RNDR, SOL, LayerZero
Relying on real-world applications, stable revenue from B-side, token burn, and large on-chain lockups to solidify the fundamentals.
T1 Target allocations: HONEY, DIMO, JTO, Kalshi, Inference
Past performance
$HNT Multicoin led the Series C round in 2019, a leader in the IoT DePIN sector, rising from a low of $0.1132 to a high of $54.88, a gain of 484 times.
$RNDR Institutional seed round investments in the AI distributed computing track, climbing from a low of $0.4 to a peak of $10.78, netting a 26-fold increase.
Top-tier institutions are making long-term bets, with the potential of the DePIN space ramping up again.
#DePIN #机构持仓