Beyond Speculation and Stablecoins: Crypto's Next Phase?

Variant recently had its annual investor meeting. I shared the following ideas in my keynote update on the market.

#crypto#web3#infrastructure#stablecoins
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Investing in Hyperbolic

Computing platform shifts tend to evolve in couplets or triplets, often featuring new hardware, applications, and distribution innovations that propel one another forward. For example: the PC, the internet, and the web. Mobile, social, and the cloud. We think a new and powerful couplet is emerging at the intersection of crypto(graphy) and AI.

#crypto#web3#investing#ai

What Are Agents Good At?

What are agents good at? We debated internally and came up with at least four things: 1) meeting humans where they are; 2) doing work for nudging humans; 3) aggregating and synthesizing information; 4) being entertaining

#crypto#web3#ai
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The World Network Opportunity: A Greenfield for Builders

The World ecosystem is undergoing a zero-to-one moment. With the launch of Mini Apps, builders can now use World Network to scale their apps to millions of unique users in a few days—with zero acquisition costs.

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Investing in Sapien

We’re excited to announce that we’ve led the seed round for Sapien to expand its decentralized data labeling network.

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Investing in Satflow

We’re excited to share that we’ve led the seed round in Satflow, a new pro trading DEX on Bitcoin.

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Investing in delta

We’re excited to announce that Variant has co-led delta’s seed investment alongside DBA.

#crypto#web3

Variant Research Day: Future of Crosschain

Our most recent Variant Research Day covered the Future of Crosschain.

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The Legal & Regulatory Affairs Edition

Crypto founders often ask us when and how to use geofencing as part of their regulatory compliance strategy. Our latest newsletter includes our interpretation of the case law.

The Next Ten Years of Smart Contract Blockchains

The first ten years of smart contract blockchains were born of Bitcoin’s original cypherpunk values. Today, those ideological values are meeting with market pressure because the mainstream market values different things.

#cryptocurrency#web3#blockchain

Only with Crypto / Better with Crypto

Crypto apps fit two broad categories: "only with crypto" and "better with crypto."

#applications#cryptocurrency#web3