Variant
@variantfund
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Following
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Investing in an internet that turns users into owners
NYC
Joined October 2019
The everything exchange I think the “why now” is technological - tokenization lets you unify stocks, crypto, perps, prediction markets, and more Jesse is bullish from a cultural standpoint: there’s a generational shift underway and new cohorts of investors present a new
WIP Episode #4 is live! This week @jessewldn @dbarabander @jacklongarzo & I debated the Everything Exchange: what is it, why it matters, when it makes sense, and who's well-positioned to build it
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WIP Episode #4 is live! This week @jessewldn @dbarabander @jacklongarzo & I debated the Everything Exchange: what is it, why it matters, when it makes sense, and who's well-positioned to build it
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DeFi is becoming a distribution game. Modular architectures enable distribution partners to customize and control the UX for their end-users. But when building modular, you've got to protect your network effects, and avoid becoming a code library👇
Morpho launched Vaults V2, their new asset management stack aimed at bringing TradFi/Fintechs onchain. In this convo @paulframbot and I cover: - whats new in v2 - the state of the DeFi Mullet thesis - why we think onchain lending will follow the growth trajectory of stables.
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couch convo between @PaulFrambot (the guy with the faded ethcc 2021 t shirt) and @jessewldn (the guy with the stylish pullover) on Vault V2 and why it's the future asset curation. Worth watching if you want to understand what the future will look like.
Morpho launched Vaults V2, their new asset management stack aimed at bringing TradFi/Fintechs onchain. In this convo @paulframbot and I cover: - whats new in v2 - the state of the DeFi Mullet thesis - why we think onchain lending will follow the growth trajectory of stables.
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The World Build 2 hackathon kicked off in person Thursday, September 25 at @tfh_technology SF HQ. 30 builders joined in person, alongside over 200 teams hacking remotely in 30+ cities around the globe. 80 hackers attended 5 virtual office hour sessions with members of the World
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It's time to bring perps to the people New piece for the US CFTC in collaboration with @jchervinsky and @salahghazzal from @variantfund where we break down the benefits of perps for traders and investors at all levels as well as walk through an example hedging product that could
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Perps used to be the poster child for casino-style crypto. Now they’re becoming one of the most useful tools in digital markets — not to gamble, but to hedge. The irony? U.S. retail traders are still kept at arms length from one of the most novel ways to manage risk.
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waiting for the netflix series on lending protocols meanwhile @variantfund team provides us a glimpse of where do we come from and where it is going: permissionless infrastructures that unlock expressivity and customization to the edges (curators, distributors, etc)
Lending is one of DeFi’s killer apps In this week’s Work in Progress, @JackLongarzo @jessewldn and I discuss the evolution and trade-offs in lending protocols: from pooled liquidity —> isolated markets —> modular, open design Plus, what it means for builders and new users
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Morpho launched Vaults V2, their new asset management stack aimed at bringing TradFi/Fintechs onchain. In this convo @paulframbot and I cover: - whats new in v2 - the state of the DeFi Mullet thesis - why we think onchain lending will follow the growth trajectory of stables.
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Collateralized lending got me into DeFi years ago and it's still one of DeFi's best use cases + biggest advantages over TradFi. DeFi lending today has evolved into two approaches, pooled vs. modular liquidity, each with unique pros and cons and both exciting to watch develop 👇
Lending is one of DeFi’s killer apps In this week’s Work in Progress, @JackLongarzo @jessewldn and I discuss the evolution and trade-offs in lending protocols: from pooled liquidity —> isolated markets —> modular, open design Plus, what it means for builders and new users
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Lending is one of DeFi’s killer apps In this week’s Work in Progress, @JackLongarzo @jessewldn and I discuss the evolution and trade-offs in lending protocols: from pooled liquidity —> isolated markets —> modular, open design Plus, what it means for builders and new users
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We’re excited to co-lead @TakenosApp seed round with @lattice_fund, backing a team that’s redefining access to digital dollars across LATAM. Takenos enables users to receive money from abroad, save in USD and spend globally through a virtual dollar card - all powered by
We are happy to announce our seed round led by @lattice_fund and @variantfund with the support from @NorthIslandVC, Refract Ventures, @nascent, @hi_Reverie and @Gumicryptos . Read more: https://t.co/GuEkVssHrg
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We are happy to announce our seed round led by @lattice_fund and @variantfund with the support from @NorthIslandVC, Refract Ventures, @nascent, @hi_Reverie and @Gumicryptos . Read more: https://t.co/GuEkVssHrg
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Encouraging to see this administration unwind second-class treatment of digital assets in the tax code. Next step: fix rules so that net-gain-zero stablecoin transactions don’t trigger pointless reporting.
The Trump administration’s Treasury just delivered for American innovation—fixing the CAMT problem that threatened unrealized gains on Bitcoin. This leadership clears the way for the U.S. to become the world’s #Bitcoin superpower. 🇺🇸 Thank you @USTreasury & @realDonaldTrump.
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so many exciting portfolio updates, decided to record tldr vids with the founders: first is with @phantom ceo @bchillman on CASH—a new stablecoin created with stripe + bridge w/ baked in developer rewards, stripe merchant support, and new phantom $ features, launching on solana.
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WORK IN PROGRESS - EP 2 our weekly recap of @variantfund internal thematic discussion. this week @JackLongarzo @alanadlevin @dbarabander and I covered tokenized funds (degen vs compliant) and the rise of a new generation of fund managers in crypto and beyond.
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ANNOUNCEMENT: TikTok for gaming is now on iOS Install once, swipe and play 1,000+ user vibe-coded games Hey Siri, delete my other apps.
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A+ example of team-led marketing: @meleemarkets funding round.
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