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kyle samani

T3 · host / generalist

Co-founder and managing partner of Multicoin Capital, a thesis-driven crypto investment firm.

2 calls·2 names·100% bull·last heard 2 months ago·All-In Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$GEODNETGeodnetposition

Kyle Samani pitches Geodnet (GEOD): RTK precision at 1/4 the cost, 80% of revenue goes to token buybacks

The world's largest RTK network (2x the next 3 competitors combined). $1M ARR growing 3x/yr. 80% of revenue buys GEOD tokens on the open market. Customers include John Deere, DJI and TomTom. Trading at a $150M FDV — priced on shareholder yield, essentially a revenue-share token.

All-In Podcast2026-06→
2ndmedium conviction
$GEODGeonetposition

Kyle Samani pitches Geonet as a decentralized RTK network riding robotics and physical AI demand

Kyle Samani pitches Geonet as the largest and fastest-growing RTK network, with 100x GPS precision, decentralized deployment, robotics customers and token buybacks funded by network revenue.

All-In Podcast2026-06→

most discussed · click a bar to filter

2 total
$GEOD
···
Geonet
MEDkyle samani·All-In Podcast·2 months ago· position
Kyle Samani pitches Geonet as a decentralized RTK network riding robotics and physical AI demand
Kyle Samani pitches Geonet as the largest and fastest-growing RTK network, with 100x GPS precision, decentralized deployment, robotics customers and token buybacks funded by network revenue.
"Geonet is the world's largest and fastest growing network... growing 3x year over year... we have this huge physical AI tailwind behind us now, robotics and all the other amazing…"
41:55
$GEODNET
Geodnet
HIGHkyle samani·All-In Podcast·2 months ago· position
Kyle Samani pitches Geodnet (GEOD): RTK precision at 1/4 the cost, 80% of revenue goes to token buybacks
The world's largest RTK network (2x the next 3 competitors combined). $1M ARR growing 3x/yr. 80% of revenue buys GEOD tokens on the open market. Customers include John Deere, DJI and TomTom. Trading at a $150M FDV — priced on shareholder yield, essentially a revenue-share token.
"Geonet is the world's largest RTK network, growing the fastest. It has really obvious network effects and is likely to be a very natural monopoly growing 3x year over year. 80% of…"
41:06