Jack Longarzo

@jacklongarzo

64 Following

24 Followers

Daniel Barabander pfp

Daniel Barabander

Uber’s driver network is closed. That’s what makes it so hard for new entrants - a competing ridesharing app without supply can’t offer a useful experience. That’s the cold start problem created by closed supply. Now imagine if Uber’s supply were open: - A new app could piggyback on it, solve the cold start problem, and compete on the demand side. - Eventually, it could aggregate so much demand that it could vertically integrate and attract its own drivers. - At this point, it could sever its relationship to Uber and siphon away riders and drivers from these incumbents. That’s crypto. Supply is open by default. New apps build on top of incumbents, win users, and then launch their own stack - only to be disrupted the same way. This recursive loop defines crypto’s competitive dynamics. @jacklongarzo and I call it the fractal pattern. Here’s how it works - and how to defend against it: https://blog.variant.fund/fractal-protocols-strategies-defending-against-open-supply-in-crypto

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Some specific ideas and themes I’m looking for: Teams using onchain liquidity and capital formation as a “why now”. New digitally native assets. The broad ramifications of prediction markets. Great applications for every day users to access all of the above.

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We work actively with founders across product, protocol design, go-to-market, regulatory strategy, and everything in between. Founders build companies, not investors, but the right partner can be instrumental in helping founders realize their full potential.

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If you’re building on the onchain economy I’d love to chat. My DMs are open.

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I’ve realized the best way for me to use my experiences is to support founders at the earliest stages and @variant is the best place to do this. My relationship with Variant goes back 4 years now. I got to know the team even better during the Variant Founder Fellowship.

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That experience convinced me that DeFi would go modular. So I built Chroma: a modular lending protocol. I designed mechanisms, shipped code, took contracts through audit — and navigated the messy realities of launching in a market driven by token incentives.

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My crypto journey started in the trenches of one of the earliest DAOs, where I worked across engineering, product, governance and growth. Operating in the fog of war shaped my perspective and made me more optimistic about crypto’s future and the role I could play in it.

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I’ve joined @variant as an investor. I know personally how much of a rollercoaster the founder experience can be and I’m thrilled to be a part of an organization designed to support people through it. A few thoughts on my journey here and what I’m excited about.

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This come from someone with a lot of experience tweeting? My friend wants to know.

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Do I count as being active on warpcast if I just copy paste all my tweets here? Asking for a friend.

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