Jesse Walden

@jesse

277 Following

40529 Followers

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We like to work, at our office, with builders. Join us @variantfund & @phantomwallet https://lu.ma/xqouspi6

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have been actively spending less time on social last month or so; maybe missing some of the more nuance critiques, but what i saw seemed very mid; this is my take on coining media onchain https://x.com/jessewldn/status/1914479629835845701?s=46

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Defi Mullet is growing on @morpho

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as far as platform shifts go -internet/ai reorder/unlock *information* -blockchains reorder/unlock *value* there’s been much more freedom to innovative on information because free speech/fair use is generally protected in the west—whereas financial value is heavily regulated. a perspective on why it’s “still early”

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good score for a geopolitical drama https://open.spotify.com/track/24MJOK9nCgo9unJjO6357d?si=LZDz_GrRQK6DE8Am01H1OQ&context=spotify%3Aalbum%3A01HArmgfXe7xDaYXWKfhuf

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one of the first surprise internet album drops and I think the first with that was PWYW https://open.spotify.com/track/5Qv2Nby1xTr9pQyjkrc94J?si=o1E9q2TuTkS4qZxtyTRWiQ https://en.wikipedia.org/wiki/In_Rainbows

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good week and a phat tip to @fredwilson.eth @jacob @atown @slokh @alanadlevin @yanowitz @sinahab @worm.eth @ninasuthers @paulframbot for being here :)

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https://pitchfork.com/thepitch/last-night-an-nts-radio-show-saved-my-life/

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Variant Thesis: Ownership as keystone of user experience, bootstraps networks bigger faster. Works best when: 1) There is a moral/normative imperative—a movement that people want to participate in. Skin in the game enhances belief, resulting in a more exciting/engaged experience. Examples: “chancellor on brink,” “world computer”, “open finance/internet capital markets”, “actually open AI” etc. 2) There is a product that people love and intuitively want to own, where skin in the game of investment enhances the experience of using the product, sometimes with additional utility. Examples (fewer come to mind because regulatory red tape has made it difficult to distribute ownership to product users, as compared with protocols): Digital Art (NFTs), Tesla, Uniswap, Hyperliquid, etc. If you’re not leaning into one of these two things, ownership may be a really expensive/ineffective way to scale network effects. Thoughts?

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The intersection of crypto x AI is unique in crypto in that there is a steady stream of very high quality AI talent, flowing from big tech, who are learning crypto because they have discovered it is the *only* way to solve the distributed resource problem, which unlocks truly open AI. Pluralis is one of those cracked teams (5x ML phds from Amazon) who are here to take a real swing a decentralized training of foundation models, owned by users.

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in emerging tech fields there exists a pendulum between pioneers/innovators and pragmatists/executers this is a lot to do with how you’re wired, but you can be conscious of that wiring and make a conscious choice of focus

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phew https://open.spotify.com/track/0CDRuMlzedLQhWVQYzqq6b?si=_6OYW8-pRrSWZq-pMT_bWg&context=spotify%3Aalbum%3A2NFsEA5lLn5PZ2hzOINg61

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What are the most interesting consumer applications built/building on Bridge?

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the crypto mullet season continues https://x.com/jessewldn/status/1895178244514816364

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https://zora.co/coin/base:0xd69b1993c35c6cda7656d8329b45dbbc129a7522

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when funding new wallets, having to distinguish between L1 ETH and Base ETH is totally unacceptable UX. let’s get this abstraction pattern over and done with.

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Imagine, these types of tokens in a galaxy not far away: - onchain content is a growing asset class, with the zero-sum memecoin lottery we have today being only a fraction of this total growing market cap - a new asset class ill call "onchain securities" are bringin silicon valley startups onchain thanks to a lighter compliance framework (open source code, open source cash flows, open governance processes, tokenholder recourse, and accompanying lightweight disclosure requirements) - this asset class enables founders to make true economic ownership a keystone of user experience in products pepople use every day - sufficiently decentralized protocols enter their prime as clear definition enables more efficient governance -- the best version of this will "DAOs 2.0," or organizations that minimize governance overhead via automation (AI) and with active founders/contributors/humans at the edges who contribute the value that can't be automated.

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NEW PRODUCT / PRE-SEED ANNOUNCEMENT https://x.com/jessewldn/status/1889369798305608110 If youre launching tokens you must yap to @aja about Doppler

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