Jesse Walden

@jesse

277 Following

40479 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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thoughts on doppler?

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gm https://www.mixcloud.com/NTSRadio/united-in-flames-w-malibu-oklou-8th-may-2025/

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Pocket is shutting down. Best bookmark reader tool?

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Jack Longarzo pfp

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

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You don’t follow her?

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Daniel Barabander

AI AND CRYPTO AT VARIANT GREAT FOUNDERS GREAT PROJECTS ME AND @jhackworth JOIN US

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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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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

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Plastic is trying https://warpcast.com/dbarabander/0x8593f6e5

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Daniel Barabander

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

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Alana Levin pfp

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!

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Jake Chervinsky

The crypto market is a chaotic mix of novel investment theses, macro trends, gambling, and human psychology. The crypto industry is a booming engine of innovation in the early days of revolutionizing the internet age. The market is not the industry. The industry is up only.

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If you reply to any cast with !coin it will get automatically coined on @zora it has revenue sharing with the original caster and !coiner. Shoutout to @edit for building. More info here: castcoins.xyz

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