Alana Levin

@alanadlevin

212 Following

3679 Followers

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6/ To me, it would make a lot of sense to build these markets onchain It's easier (and lower friction) to aggregate large amounts of capital plus A geographically diverse base of financiers may be better suited to spot global talent than a set of investors sitting in SF or NYC

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5/ C is the most interesting Consider a 21yo who wants to move the US and build a new company. I could see crowdfund-esque markets emerge to finance the purchase of these visas, with may some compensation in return (eg share of future earnings, equity in the startup, etc)

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3/ Option A is the least interesting for new market creation If someone can buy the visa themselves, it means they're likely already a known talent (or have the relevant connections)

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4/ B is a little more interesting If a company is willing to spend $5M on an employee, it means they're likely a known talent - but that there's a competitive market for that skill Would imagine this financing will happen most often at exec levels

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2/ Seems there are three main options for financing: a) Person buys the visa themselves, ie has $5M to spend b) Company finances the visa c) Markets emerge to finance the purchase of a visa

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1/ Gold visas: a new market catalyst for financing undiscovered talent

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A major difference between today vs the 2021 market is the amount of leverage Last cycle, there were far more lending desks - which supercharged higher highs, but also created bigger crashes Many wound down following Luna / FTX. That side of the industry hasn't really rebuilt

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what's the new primitive?

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One of the signs of a builder bull market is new category creation and enablement We're seeing that across the board today - DAOs 2.0 - Attention marketplaces - Frames / mini apps - Tokenization of the AI supply chain (compute, model contributions, data) What else?

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I was 1 km away from today's mystery location 📍. Can you beat me?

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Love a good self plug!

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Currently only have @farcade pinned in my favorited frames Which other ones should I try out?

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Can't believe Navarro lost that round

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Games seem like a massively undertapped source for training data MMORPGs in particular Ability to learn how crowds behave in various simulations (pandemics, resource shortages, etc) seems immensely valuable for LLMs focused on improving public-policy decision making

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Things you don't see at the bottom https://x.com/unusual_whales/status/1902751234416922762

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Kraken acquisition of NinjaTrader today reinforces that the logical end state is for every exchange to offer every type of asset Many ways to get there - Equity platforms offer crypto (eg Robinhood) - Crypto exchanges expand into add'l assets - Tokenize everything

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Feature gripe: Warpcast keeps adding new pinned frames for me. I’ll unpin them and then the app re-pins Really, really annoying

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Increase economic freedom Build internet capital markets Turn users into owners Make money move better All good slogans, good goals if you ask me

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Farcade games have really leveled up in the past week Cool to see the impact the Studio product is having already

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Daniel Barabander

I’m thrilled to announce our seed investment in Pluralis Research, which is building a decentralized AI training protocol. We are laser focused at investing in projects that use crypto ownership to solve coordination problems. Pluralis is a bullseye on that thesis, using ownership to solve the "resource problem" of training foundational AI models that are truly open. We couldn't be more excited to support Alex and the rest of the team. Full post here: https://blog.variant.fund/investing-in-pluralis-research

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