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Alana Levin Profile
Alana Levin

@AlanaDLevin

Followers
10K
Following
8K
Media
375
Statuses
4K

Investing @variantfund | Prior: @BCG @Wharton

New York, NY
Joined January 2021
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@AlanaDLevin
Alana Levin
6 months
Invest in things that make the world more productive.
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@AlanaDLevin
Alana Levin
1 day
tldr on the new Robinhood essay: there's a lot to like about the company's new products long-term, but it seems the market may be assuming they'll drive top-line growth sooner than what's warranted.
@AlanaDLevin
Alana Levin
2 days
Published a new essay on my blog today and lost subscribers (classic). Check it out / subscribe here:
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@AlanaDLevin
Alana Levin
1 day
I think Emma Navarro can win Wimbledon.
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@AlanaDLevin
Alana Levin
2 days
Someone should make sports cards but for tech execs.
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@AlanaDLevin
Alana Levin
2 days
Libby is probably one of the most underrated public goods in the US.
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@AlanaDLevin
Alana Levin
2 days
“You can remix that” will be the new “there’s an app for that”. cc @RemixGG_.
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@AlanaDLevin
Alana Levin
2 days
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@AlanaDLevin
Alana Levin
2 days
Published a new essay on my blog today and lost subscribers (classic). Check it out / subscribe here:
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@AlanaDLevin
Alana Levin
3 days
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@AlanaDLevin
Alana Levin
3 days
Farcade is now Remix. Also, I’ve watched this trailer like 5 times back to back, it’s that good.
@RemixGG_
Remix (Formerly Farcade)
3 days
Farcade has rebranded to Remix. A platform where games are created, remixed, and discovered like TikTok. It's a $200b death note to bloated mobile gaming. Welcome to the next level 🧵 🎮
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@AlanaDLevin
Alana Levin
4 days
First we got digital assets. Then we got Microstrategy, which sought to help investors multiply their bitcoin (1 share > 1 btc) by raising debt against its equity. Then we got copycats, who said “wait, we could do that with other assets” (termed “digital asset treasuries”). Then.
@AlanaDLevin
Alana Levin
4 days
The first of likely numerous funds we’ll see that have a mandate to invest in microstrategy copycats.
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@AlanaDLevin
Alana Levin
4 days
Definitely the makings of a leverage bubble, but tbd on how much helium remains to be pumped into the balloon.
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@AlanaDLevin
Alana Levin
4 days
The first of likely numerous funds we’ll see that have a mandate to invest in microstrategy copycats.
@PanteraCapital
Pantera Capital
4 days
Pantera has created a fund that provides investors access to Digital Asset Treasury (“DAT”) opportunities. We have a robust pipeline of opportunities to deploy fresh capital and are opening access to investors. More on the strategy and how to invest:
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@AlanaDLevin
Alana Levin
4 days
810k viewers now (just 2 min later).
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@AlanaDLevin
Alana Levin
4 days
The founder of a $77B company is currently drawing stick figures for 730k people on a livestream
Tweet media one
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@AlanaDLevin
Alana Levin
5 days
What are the best desk chairs? In the market for a new one.
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@AlanaDLevin
Alana Levin
6 days
Things that should exist but don’t (yet). - Cure for sleeping (imagine getting an additional 8 hrs per day - that’s effectively a 50% increase to your life). - Programmable windows, where residents can select any view in the world. - Cities underwater and underground. - Clothing.
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@AlanaDLevin
Alana Levin
7 days
We went from FTX collapse to Bitcoin ETFs in about a year. It’s shockingly impressive has fast industries can recover.
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@AlanaDLevin
Alana Levin
8 days
Should stablecoin reserves be tokenized?.
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@AlanaDLevin
Alana Levin
8 days
RT @jchervinsky: 1/ For years, a hostile SEC forced crypto founders into a broken model: drive all value into equity, not tokens. The resu….
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