Variant

Cover image

You're Invited to Variant Builder Day

gm, We're hosting a Builder Day on Tuesday, April 8 in NYC with Blockaid, Anchorage, and Spearbit — focused on best practices for securing your protocol across the full stack. It’ll be a mix of short talks, demos, and time to connect with other founders. If protocol security is on your roadmap this year, this one’s for you. Full details and registration here (approval required):Variant Builder Day: Protocol Security with Blockaid, Anchorage & Spearbit · LumaJoin Variant, Blockaid, Anchorage, ...

Good Crypto x AI Projects Actually Use Crypto's Strengths

Good crypto x AI projects leverage the features of crypto to overcome limitations faced by AI.

Discover card cover image

Agents as NFTs, the ‘Resource Problem’, and More

What if NFTs did more than just provide provenance and prove possession? As Dan writes in this newsletter, turning agents into NFTs would also let their holders improve their digital property.

Discover card cover image

Agents have “memories” that allow them to record their experiences performing tasks for their principals. These experiences are unique, which makes them non-fungible. An NFT could represent an agent, and holding this NFT could provide exclusive read/write access to an associated memory slot in a trustless memory layer (functioning effectively as a “license” to these memories).

Discover card cover image

Investing in Pluralis Research

Our seed investment in Pluralis Research is premised on using crypto ownership to solve the resource problem of foundation AI models.

Using Crypto Ownership to Solve the Resource Problem

There is a particular type of coordination problem ownership via crypto is well-suited to solve: open software with a “resource problem.”

Discover card cover image

Policy Priorities to Make the USA the Crypto Capital of the World

The Reserve and Stockpile are likely good for US fiscal policy and market prices, but neither are enough to make the USA the crypto capital of the world. For that, we need new policies empowering entrepreneurs to launch protocols and products made in the USA.

Yes, Ethereum Should Go to Washington

On policy, Ethereum is punching way below its weight in Washington, D.C.

Discover card cover image

Variant February Roundup

We’re sharing a mix of our latest thinking—along with some of the biggest product launches and fundraises from our portfolio companies.

Discover card cover image

Investing in Whetstone

At Variant, we believe that all of the world’s value will one day be tokenized and live onchain. This conviction is a driving factor in our pre-seed investment in Whetstone.

DAO 2.0 Product Ideas

I've been interested in how AI agents could lead to DAOs 2.0. So Jack, Daniel and I jammed on some specific products we are actively looking to invest in.

Variant

Variant

Written by

First-check crypto venture capital firm investing in an internet that turns users into owners

Subscribers4.8k+

Posts73