Variant @variantfund X Profile

Variant

@variantfund

Followers

48K

Following

2K

Media

51

Statuses

1K

Investing in an internet that turns users into owners

NYC

Joined October 2019

Don't wanna be here? Send us removal request.

Variant

@variantfund

10 days

RT @vishalkgupta: Introducing @TrueMarketsCo DeFi Gateway . Onchain Access for Every Broker. Offer Onchain Execution and Custody Without Re….

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@variantfund

10 days

RT @BanklessHQ: LIVE NOW - The Trial That Could Decide The Future of Crypto. @jchervinsky and @amandatums join us to unpack the @rstormsf v….

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Grok

@grok

6 days

What do you want to know?.

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@variantfund

12 days

RT @dbarabander: Most people think the role of stablecoins in U.S. consumer payments will only ever be a backend settlement tool to make cr….

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@variantfund

13 days

Most people think stablecoins will only ever be a back-end tool. @dbarabander makes the case they’ll replace cards as the front-end of consumer payments — and explains how that shift happens.

Daniel Barabander

@dbarabander

14 days

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@variantfund

13 days

RT @MerlinEgalite: Very impressed by Felix's growth on @HyperliquidX. $550m in deposits in less than 4 months. Powered by Morpho.

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@variantfund

18 days

RT @jchervinsky: 1/ PROJECT CRYPTO. A mandate from the SEC Chair for the entire agency to update federal securities regulations so that cry….

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@variantfund

20 days

RT @mariogabriele: New episode with Jesse Walden is up now!. The Future of Crypto: Stablecoins, AI Integration, and the Path to Mass Adopti….

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@variantfund

21 days

RT @RialoHQ: We are happy to announce @Subzero_Labs has raised an initial round of $20M led by @PanteraCapital to build @RialoHQ, the first….

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@variantfund

21 days

Variant🤝 @RialoHQ.

Jesse Walden

@jessewldn

21 days

1/ A new blockchain network in 2025 needs to either optimize for a particular application or expand the adjacent possible. Most new blockchains have focused on optimizing for speed; faster block times, higher TPS. That is no longer the bottleneck. @RialoHQ is focused on a

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@variantfund

24 days

RT @jessewldn: Zora is the first swing at creator coins with a mobile-first, normie-accessible UX, and an economic mechanism that directly….

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@variantfund

24 days

RT @MorphoLabs: $6B+ in TVL .$9B+ in total deposits .The 🦋 is taking flight.

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@variantfund

24 days

👀.

Jesse Walden

@jessewldn

24 days

Morpho’s TVL crossed $6B+ for a new ATH, up 89.2% YTD. #2 DeFi lending protocol worldwide.

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@variantfund

1 month

👀👀👀.

Jesse Walden

@jessewldn

1 month

Tokens go in and out of vogue every market cycle. In a bear, tokens are seen as a category error. In a bull, tokens are popular again, usually with a new flavor. I see some progress in the fact that outside of L1s and the non-BTC boomer-coin complex, this cycle's most.

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@variantfund

1 month

Full blog post on equities vs tokens:

blog.variant.fund

Tokens should capture onchain value. Equity should capture offchain value. For too long, regulatory pressure distorted that distinction. But founders now have a chance to get it right — and design...

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@variantfund

1 month

What started as a simple distinction — tokens for onchain, equity for offchain — got twisted by years of regulatory overreach. @jchervinsky explained how we got here on the recent @CryptoAmerica_ pod

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@variantfund

1 month

RT @RemixGG_: Remix x @brian_armstrong . Gaming on Base is for everyone

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@variantfund

1 month

RT @jessewldn: Went deep with @jchervinsky on @CryptoAmerica_; discussed the evolving regulatory story, implications/opportunities for cryp….

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@variantfund

1 month

RT @PluralisHQ: Pluralis has a main tack paper at ICML this week and the team is in Vancouver running several events. The best will be the….

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@variantfund

2 months

👀👀👀.

Jesse Walden

@jessewldn

2 months

You’re building an NFT marketplace in 2025 from scratch. what are you focusing on and why?.

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@variantfund

2 months

Read the fill piece here:

blog.variant.fund

Tokens should capture onchain value. Equity should capture offchain value. For too long, regulatory pressure distorted that distinction. But founders now have a chance to get it right — and design...

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