longer than 10 mins again (sorry!)
WORK IN PROGRESS EP 2
Jesse Walden
@jessewldn
3mo
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. https://t.co/AdbSMF1CTc
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New thing: short-ish video sharing early internal discussions at Variant, for feedback. Get in the arena and tell us why we're wrong :)
This one is too long to post natively here, but we'll endeavor to make the next one <10m!
Feat @alanadlevin @dbarabander
Jesse Walden
@jessewldn
3mo
new thing: 'WORK IN PROGRESS' (s01e01)
recording takeaways from our weekly internal debates -- the goal is to share early ideas (probably wrong!) on themes we're exploring, and invite feedback.
this week @alanadlevin @dbarabander + me talk about non-USD denominated stablecoins https://t.co/y8X3xIxwEd
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%2Fextaudio%2F9%2Fe%2F5%2F0%2F0d2e-19f3-453a-83c5-8a3f103ae7f3)
on product tokens, risk discounts and access premiums
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New essay from @jchervinsky and I
on tokens vs equity
Jesse Walden
@jessewldn
6mo
Tokens vs. Equity
onchain value -> tokens
offchain value -> equity
In this piece @jchervinsky and I explain how onchain value can extend to offchain infrastructure (e.g. front-ends)—giving founders flexibility to build full stack and efficiently—from protocols to products, with
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%2Fextaudio%2F3%2F0%2F5%2F9%2F2d1e-c33a-49d2-ad9d-ed3eff624b94)
We like to work,
at our office,
with builders.
Join us
@variantfund
& @phantomwallet
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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
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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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