Jesse Walden pfp

Jesse Walden

@jesse

277 Following
34173 Followers


Jesse Walden pfp
Jesse Walden
@jesse
New essay from @jchervinsky and I on tokens vs equity https://x.com/jessewldn/status/1938241548199592238
0 reply
2 recasts
23 reactions

Jesse Walden pfp
Jesse Walden
@jesse
https://open.spotify.com/track/5GVyBn2zUEweqnS6oeXlMp?si=UHMyZAwyQlW9j9Aa6k-KNw&context=spotify%3Aalbum%3A1ui8ZfiEmEZSGB2K4OPNYc
7 replies
15 recasts
92 reactions

Daniel Barabander pfp
Daniel Barabander
@dbarabander
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
0 reply
4 recasts
28 reactions

Jesse Walden pfp
Jesse Walden
@jesse
thoughts on doppler?
0 reply
0 recast
0 reaction

Jesse Walden pfp
Jesse Walden
@jesse
gm https://www.mixcloud.com/NTSRadio/united-in-flames-w-malibu-oklou-8th-may-2025/
2 replies
6 recasts
44 reactions

Jesse Walden pfp
Jesse Walden
@jesse
Now or never
0 reply
0 recast
6 reactions

Jesse Walden pfp
Jesse Walden
@jesse
Pocket is shutting down. Best bookmark reader tool?
66 replies
60 recasts
436 reactions

Jack Longarzo pfp
Jack Longarzo
@jacklongarzo
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.
1 reply
2 recasts
3 reactions

Jesse Walden pfp
Jesse Walden
@jesse
WTF?!?!?!
0 reply
0 recast
1 reaction

Jesse Walden pfp
Jesse Walden
@jesse
We like to work, at our office, with builders. Join us @variantfund & @phantomwallet https://lu.ma/xqouspi6
3 replies
40 recasts
159 reactions

Jesse Walden pfp
Jesse Walden
@jesse
You don’t follow her?
1 reply
0 recast
7 reactions

Daniel Barabander pfp
Daniel Barabander
@dbarabander
AI AND CRYPTO AT VARIANT GREAT FOUNDERS GREAT PROJECTS ME AND @jhackworth JOIN US
1 reply
2 recasts
8 reactions

Jesse Walden pfp
Jesse Walden
@jesse
💙
0 reply
0 recast
0 reaction

Jesse Walden pfp
Jesse Walden
@jesse
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
1 reply
3 recasts
35 reactions

Jesse Walden pfp
Jesse Walden
@jesse
/soundscapes
0 reply
0 recast
0 reaction

Jesse Walden pfp
Jesse Walden
@jesse
their govts will ban/limit stable adoption — but citizens, still able to access crypto non-custodially, will continue to access a global grey market in DeFi
0 reply
0 recast
1 reaction

Jesse Walden pfp
Jesse Walden
@jesse
PRE GAME
0 reply
1 recast
15 reactions

Jesse Walden pfp
Jesse Walden
@jesse
Plastic is trying https://warpcast.com/dbarabander/0x8593f6e5
1 reply
0 recast
4 reactions

Daniel Barabander pfp
Daniel Barabander
@dbarabander
Could not be more excited to announce our pre-seed investment in Plastic Labs, which is solving personalization for any LLM app. So excited to back Vince, Courtland, Vineeth and the rest of the team as they tackle this enormous problem. Check out the full announcement here: https://blog.variant.fund/investing-in-plastic-labs cc: @jhackworth
2 replies
4 recasts
15 reactions

Alana Levin pfp
Alana Levin
@alanadlevin
Incredible turnout yesterday at our Protocol Security event cohosted alongside Blockaid, Anchorage, and Spearbit Thank you to the fantastic speakers for sharing best practices for securing all parts of the protocol stack When it comes to security, even too much is never enough!
0 reply
1 recast
4 reactions