24
Jesse Walden
@jesse #24
@variant
53487 Follower 251 Following
Proliferation of generative (AI) media tools is the best ‘why now’ for putting media onchain. Not just for verification, but so value can flow directly to those who create the inputs that get remixed.
For this to take off, a distribution is wedge is everything, and a wedge is much stronger with a closed monetization loop.
Would love to hear ideas on how to wedge the habit of making onchain the port of entry habit/default for creators and their tools.
For this to take off, a distribution is wedge is everything, and a wedge is much stronger with a closed monetization loop.
Would love to hear ideas on how to wedge the habit of making onchain the port of entry habit/default for creators and their tools.
The next ten years of smart contract blockchains
incredibly fun/proud to see friends realize their vision on one of the biggest stages in the world. last night Charli xcx x Troye Sivan sold out MSG; each artist is creative directed by a different old friend and while they loosely knew each other prior, it was the artists’ friendship that brought them together to collaborate on one of the biggest pop productions of the year. great example of how relationships can have a long arc + most overnight successes are anything but.
smoke on the water, summer 2024
“In crypto many use the mental model of the tech hype cycle, but the reality is more like the fashion cycle below, with its sheppard’s tone-like dynamics, in which each new thing is supplanted by another new thing, and no linear pattern emerges”
Fun read. The above is mostly true of memecoins and also much of the mercenary/disingenuous category coins.
Zooming out the piece has some interesting provocations for brands+ attention (in crypto and beyond)
h/t @iiterature
https://nemesisglobal.substack.com/p/the-nemesis-guide-to-being-early?utm_medium=web&triedRedirect=true
Fun read. The above is mostly true of memecoins and also much of the mercenary/disingenuous category coins.
Zooming out the piece has some interesting provocations for brands+ attention (in crypto and beyond)
h/t @iiterature
https://nemesisglobal.substack.com/p/the-nemesis-guide-to-being-early?utm_medium=web&triedRedirect=true
gm @trevor, needed this soundtrack for my nyc reentrance https://open.spotify.com/album/24F4bfrLzY7oqdoDLF7vFn?si=rH4wdwFrQpmNEn5IsnHJJQ
Li is one of the most mission driven people I know, and helped mold Variant into what it is today. I’m looking forward to having Li continue to work with us as an advisor, supporting portfolio projects and providing insights to the firm.
Aug 2024 hopefully the bottom of CT influencers all in on negative intra-crypto PVP commentary.
One of my biggest peeves is seeing VCs use their influence to punch down at builders.
One of my biggest peeves is seeing VCs use their influence to punch down at builders.
“Economies will become more resilient to liquidity squeezes, especially from surprise events, for instance the financial volatility in Japan. And the crypto prices falling, when other asset prices fall, is a sign of this mechanism working, not of crypto failing.”
https://marginalrevolution.com/marginalrevolution/2024/08/i-think-crypto-performed-well-in-the-monday-pseudo-crash.html
https://marginalrevolution.com/marginalrevolution/2024/08/i-think-crypto-performed-well-in-the-monday-pseudo-crash.html
/variant team did a round robin on things we're excited about for the year ahead. roast us pls.
https://blog.variant.fund/things-excited-about-crypto
https://blog.variant.fund/things-excited-about-crypto
Variant co-led Morpho's seed round with a16z. Working with @paulframbot @merlinegalite and the Morpho team over the last few years has been super inspiring for me.
The team is laser focused, ships fast, prioritizes safety/security, is hungry, humble and fixated on winning. Common traits for the most succesful teams in the space.
More on our latest investment here: https://blog.variant.fund/investing-morpho-again
The team is laser focused, ships fast, prioritizes safety/security, is hungry, humble and fixated on winning. Common traits for the most succesful teams in the space.
More on our latest investment here: https://blog.variant.fund/investing-morpho-again
Plane wifi was so bad I couldn't load Warpcast last night, but arrived and very excited to be in Idylwild for the next few days. https://x.com/jessewldn/status/1818808486647505077
Trying Nook recommendations as a composer cast:
Tyler Cowen listed this as his all time favorite book. I’m a dance of GGM but haven’t read it. Plan to read it in August.
https://nook.social/content/060a1679-d156-4b94-9e99-223ad54ef34c
Tyler Cowen listed this as his all time favorite book. I’m a dance of GGM but haven’t read it. Plan to read it in August.
https://nook.social/content/060a1679-d156-4b94-9e99-223ad54ef34c
Get you a lawyer that can read/write smart contracts AND dumb contracts.
(note: @dbarabander is not YOUR lawyer)
(note: @dbarabander is not YOUR lawyer)
Crypto is perennially a new, optimistic, deep nerdsnipe to a new generation of technologists.
The sentiment on crypto twitter is driven by jaded or impatient folks who are upset that the market hasn't agreed with their timeline.
Zoom out and the progress is clear. Lots to be optimistic about.
The sentiment on crypto twitter is driven by jaded or impatient folks who are upset that the market hasn't agreed with their timeline.
Zoom out and the progress is clear. Lots to be optimistic about.
remember that sentiment is often more volatile than price.
"the supercycle?" that was high volatility sentiment in the opposite direction.
if its getting to you, tune it out. focus on your high conviction beliefs while processing new info (from shipping, not the feed.)
https://x.com/hosseeb/status/1810496472728895669?s=46&t=wQXqvpirzg313128L3-p1A
"the supercycle?" that was high volatility sentiment in the opposite direction.
if its getting to you, tune it out. focus on your high conviction beliefs while processing new info (from shipping, not the feed.)
https://x.com/hosseeb/status/1810496472728895669?s=46&t=wQXqvpirzg313128L3-p1A