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Content
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Jesse Walden
@jesse
On Variant’s product market fit with founders, spending time this wknd thinking about: What standouts about Variant? What about Variant do folks want to know more about? If you have any thoughts on either, AMA - will engage on Qs / feedback
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Jesse Walden pfp
Jesse Walden
@jesse
*stands out about Variant sorry, I am frequent with the typos; one of my worst character flaws.
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tldr (tim reilly)
@tldr
For a consumer crypto seed round, what do you think of the approach of composing the round with a co-lead approach? (One VC with the relevant consumer segment expertise, one VC with crypto expertise) For example, we are building a friend.tech style game for march madness tourney and thinking abt sports vc + crypto vc
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mash
@allah
What in your mind are the qualities/characteristics of successful crypto projects that have scaled post pmf? What are the differences in how founders should approach acquisition/retention in crypto land vs traditional models?
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chris 🎩
@ckurdziel.eth
Imo the visual identity is very strong relative to many other funds You actively use products (ArtBlocks drops, Mirror, etc) and care about the craft in a way that seems more genuine than just “trying to look cool for dealflow” (where most VCs fall) - reminds me of USV/Fred (daily blog, tumblr, etc)
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Dan Romero
@dwr.eth
Do you have a contrarian (relative to other crypto VC firms) belief?
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Spencer
@spencermarell.eth
One piece is really strong branding and a visual identity that catches the eye, instantly recognizable and great content (blogs especially).
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kenny 🎩
@kenny
watched @li on Bankless and loved the "crypto, not web3" comment imo "web3" aligns with people who only see "blockchain tech" upgrading our existing systems, not fundamentally replacing them "crypto" ppl have a broader vision of the new things we can build that are only possible via decentralized digital assets
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m_j_r
@m-j-r.eth
what are the outer bounds of "developer infrastructure"? does this extend down the stack to personal devices & physical security? reading up on "speculation as GTM/growth strategy", what are the best demonstrations of this? userbases are sometimes measured as "time to 100M". how do you compare that to global pop?
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Abraham Litwin-Logan
@abraham
Broadly, which type of company profile do you view as more investable: - Companies looking to appeal to existing crypto-users and that hope to attract new users as people onboard to crypto (in the abstract) - Companies looking to appeal to people outside of crypto that onboard specifically to use their application?
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Nick Smith
@iamnick.eth
All the written articles that come out of Variant are what sets you apart imo Really considered and insightful posts about emerging trends and the future of web3 that gets founders inspired and full of ideas I’m keen to understand how you work with founders and the biggest value add Variant brings to the table
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Coop
@coopahtroopa.eth
Consistent high quality input from deeply informed opinions. Very strong brand signaling and the ability open new doors. Always one step ahead of the curve championing new trends before they become the main meta. I would like to know more about the collective portfolio of each fund and largest onchain holdings.
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kerman
@kerman
Do you fall into the pricing traps of infra vs consumer (paying more for infra than apps)?
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Leo
@leohenkels
How do you manage the liquid token side of crypto venture? Seems like a unique problem/advantage for crypto VCs and interested in Variant's approach.
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jp 🦊🎩
@jpfraneto
How do you envision the evolution of VC fueled building in the next 10 years? How does this perspective determine what you value in the founders you meet and potentially enter your portfolio?
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Sander | OPEN ✊🎟
@42
It’s Li for me. Many times been very in sync with what she blogs/podcasts etc. about the industry/implications/directions etc. Effect is also I’m intrigued when we disagree.
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optimist 🎩
@gigarahul.eth
1. IMO the ownership economy thesis, eye towards consumer adoption, specialist/boutique-but-reputable nature has been attractive. 2. What are your deeply held contrarian convictions, that you may feel persecuted for saying?
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Tokenpad | Smarter Investing pfp
Tokenpad | Smarter Investing
@tokenpad
Great writing, lots of presence but a bit of a lack of “builder energy” like other tier-1s like Paradigm or Polychain actively have
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billzh.eth 🎩
@billzh
What crypto consumer projects have you invested recently?
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Samuel
@samuellhuber
Outside of finance what are the biggest Crypto/Blockchain use cases in your eyes?
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