Kicking off 2026 with a personal project. I built an AI Wrapped for my ChatGPT + Claude usage for 2025.
The numbers are kind of insane to me:
-20.9M tokens generated
-Didn’t use LLMs for 6 days all year
-68% more prompts than 2024
-Avg of ~40 messages sent per day
There's a lot of talk about x402.
But what does the onchain data show? I built a Dune dashboard to break it all down and reveal what's really driving the 1m+ transactions for x402
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Bitcoin showed us how to coordinate resources at massive scale.
Now Decentralized AI can leverage that playbook to unlock an even bigger opportunity: Collective Intelligence.
Here’s why I'm excited & the principles Decentralized AI can borrow from Bitcoin.
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We're running it back!
We’re hosting another Crypto x AI Demo Night at @variantfund HQ on May 20th
Join us for a STACKED lineup of founders presenting projects across the entire Crypto x AI stack.
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Creating prompts is becoming a very valuable skill, but it's hard to monetize.
The moment you expose the prompt/template for others to fork, it leaks value.
Crypto has the potential to enforce monetization + provenance for creators to earn through a variety of means.
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Thrilled to back Plastic Labs
Beyond crypto, the modular vs. monolithic debate rages on in AI
Today, OpenAI announced a monolithic memory approach.
We believe that a modular approach like Plastic Labs could offer greater personalization & flexibility for agents. Learn more 👇
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-pla
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Working on Agent that generates its own generative art code then publishes it. Hopefully will get better via Human Feedback over time, but still very much a WIP. Has had a few cool outputs so far, like the one below.
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Too much reliance on AI in investing could create a dangerous feedback loop.
Models will reinforce consensus thinking amongst investors.
Yet exceptional returns require betting against the crowd and having information that algos can't capture.
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In desperate need of some good books to read right now.
Anyone have any good recommendations to read?
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Will be in LA next week with @dbarabander — who should we connect with?
Especially excited to meet anyone working (or exploring) the intersections of Crypto x AI.
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1/ Introducing AWESOM-O: A Farcaster agent that generates your own personalized Farcaster Wrapped.
Built this because I believe we're just scratching the surface of what's possible with agents in crypto and wanted to get my hands dirty.
Some thoughts 🧵
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Sharing a recent article I wrote on some of my thoughts around the current and future state of onchain agents
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