Jesse Walden

@jesse

248 Following

51988 Followers

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GM https://open.spotify.com/track/6E9l06LIPKZ3ca0iEpwlcn?si=Ne9lpX09SzW1oTO2HChxhw&context=spotify%3Aalbum%3A71JZqdSHVx9dmyoMPoQdqI

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smoke on the water, summer 2024

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Its time to run back DAOs, but with the "A" being AGI :p I want to meet more projects with AI at the center, humans at the edges (e.g. @botto)

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“In crypto many use the mental model of the tech hype cycle, but the reality is more like the fashion cycle below, with its sheppard’s tone-like dynamics, in which each new thing is supplanted by another new thing, and no linear pattern emerges” Fun read. The above is mostly true of memecoins and also much of the mercenary/disingenuous category coins. Zooming out the piece has some interesting provocations for brands+ attention (in crypto and beyond) h/t @iiterature https://nemesisglobal.substack.com/p/the-nemesis-guide-to-being-early?utm_medium=web&triedRedirect=true

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speed run thinking about terms of service for your crypto front end w @dbarabander 👇

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gm @trevor, needed this soundtrack for my nyc reentrance https://open.spotify.com/album/24F4bfrLzY7oqdoDLF7vFn?si=rH4wdwFrQpmNEn5IsnHJJQ

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Li is one of the most mission driven people I know, and helped mold Variant into what it is today. I’m looking forward to having Li continue to work with us as an advisor, supporting portfolio projects and providing insights to the firm.

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Aug 2024 hopefully the bottom of CT influencers all in on negative intra-crypto PVP commentary. One of my biggest peeves is seeing VCs use their influence to punch down at builders.

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“Economies will become more resilient to liquidity squeezes, especially from surprise events, for instance the financial volatility in Japan. And the crypto prices falling, when other asset prices fall, is a sign of this mechanism working, not of crypto failing.” https://marginalrevolution.com/marginalrevolution/2024/08/i-think-crypto-performed-well-in-the-monday-pseudo-crash.html

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/variant team did a round robin on things we're excited about for the year ahead. roast us pls. https://blog.variant.fund/things-excited-about-crypto

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Variant co-led Morpho's seed round with a16z. Working with @paulframbot @merlinegalite and the Morpho team over the last few years has been super inspiring for me. The team is laser focused, ships fast, prioritizes safety/security, is hungry, humble and fixated on winning. Common traits for the most succesful teams in the space. More on our latest investment here: https://blog.variant.fund/investing-morpho-again

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Plane wifi was so bad I couldn't load Warpcast last night, but arrived and very excited to be in Idylwild for the next few days. https://x.com/jessewldn/status/1818808486647505077

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Trying Nook recommendations as a composer cast: Tyler Cowen listed this as his all time favorite book. I’m a dance of GGM but haven’t read it. Plan to read it in August. https://nook.social/content/060a1679-d156-4b94-9e99-223ad54ef34c

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nobody here needed to hear this https://x.com/jessewldn/status/1816480670148915412

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Get you a lawyer that can read/write smart contracts AND dumb contracts. (note: @dbarabander is not YOUR lawyer)

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Crypto is perennially a new, optimistic, deep nerdsnipe to a new generation of technologists. The sentiment on crypto twitter is driven by jaded or impatient folks who are upset that the market hasn't agreed with their timeline. Zoom out and the progress is clear. Lots to be optimistic about.

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hello old friend https://open.spotify.com/track/3K5K5vvxQ7wEuprI06ITnd

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