Alana Levin
@AlanaDLevin
Followers
11K
Following
9K
Media
409
Statuses
5K
Investing @variantfund | Prior: @BCG @Wharton
New York, NY
Joined January 2021
“Real-world impact has come much faster with AI than it did with mobile.” -Mike Krieger AI is already changing budgets, workflows, and P&Ls. We sat with @mikeyk, CPO at Anthropic. Here’s what he told me: • How AI is driving revenue today • Sonnet 4.5: Opus-level brains at
2
1
20
This post nails it - founders need discretion for @MetaDAOProject to be competitive. This latest round of fundraising is a microcosm of the existential question as to the role of governance in the project. Thread on my thoughts, coming at it as a former founder/lawyer 🧵👇
5
6
50
New status level unlocked: attended a wedding that made it on TBPN
5
1
114
Getting ready for MrBeastUSD
BREAKING: @MrBeast has filed a trademark to launch his own bank. The org will be called MrBeast Financial. The filing was submitted on an intent-to-use basis, which under trademark law means there are genuine plans to bring this to life.
1
0
10
Most crypto companies aren't good targets for private equity When levering up a company, the stability, security, and predictability of positive free cash flow matters. Hard to do in an industry where profits should be reinvested into growth in order to remain competitive (we've
[ ZOOMER ] ARTHUR HAYES SEEKING $250M FOR A PRIVATE EQUITY FIRM AIMED AT BUYING SMALL-MEDIUM CRYPTO COMPANIES: BBG
16
2
80
For a brief moment in time yesterday, there were over 300T PYUSD
For 22 minutes, PayPal's PYUSD Issued by Paxos would not have been GENIUS-compliant. Yesterday, Paxos, one of the most trusted and compliant players in the space, accidentally minted $300 trillion PYUSD. The total supply onchain was greater than the world’s GDP. It was a single
1
0
3
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
2
4
16
I think people in Europe would smoke a lot less if the coffees were larger
4
1
21
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
3
2
14
Exchange market structure is more malleable than most think There are typically two catalysts for new winners to emerge: 1. Bull markets (more volume = can capture part of the new pie) 2. Technological shifts that impact trading infra (gives startups a leg up over incumbents)
Someone said this yesterday and I am paraphrasing but: Kalshi going from 2.4% to 70% market share in the last year is unprecedented. If Uber did this to Taxis in NYC you would have riots by taxi drivers. The finance crowd shrugs it off as gambling, which is exactly why they’re
4
0
11
Breaking History is one of the books I recommend the most And especially after today, it’ll be doubly so. Highly, highly recommend if you haven’t read it. And if you have, arguably worth a re-read
4
0
8
Saw about a dozen posts referencing this PDF Finally read it, and now I know why: it's a blueprint for how to think about AI
I love @jeremygiffon idea of the “billion dollar PDF” … I think ultimately, this one will be the $100 trillion dollar PDF
3
1
30
Your Pipedrive journey starts here! Track your sales pipeline with the easy and effective CRM for closing deals.
1
15
45
Statements that feel somewhat contrarian right now: - Perps are here to stay, and still set to grow significantly - Traders will continue to use many of the same venues they used last week
7
0
26
In hindsight, buying in April was obvious. In reality, it’s hard to tell if you’re catching a falling knife Today’s news is round 2
2
0
6
I bring receipts - I have always thought they sold for far too little
Not thinking big enough Bridge could have had a Facebook moment. Famously, Facebook turned down a $1B acquisition offer from Yahoo Instead they chose to be Instagram. Still a great outcome, but orders magnitude smaller than what I think their potential could have been
1
0
11
Bridge selling for only $1B will forever be a steal by Stripe
[ ZOOMER ] COINBASE AND MASTERCARD BOTH HAVE HELD LATE STAGE TALKS TO BUY STABLECOIN STARTUP BVNK FOR UPWARDS OF $2B: FORTUNE
14
7
221
Roll call... who will be in London for @Blockworks_ DAS next week?
2
0
5
Great breakdown for anyone interested in understanding the state of onchain lending
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
1
1
18
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.
7
15
56