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Things We’re Excited About in Crypto

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DAO 2.0 Product Ideas

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On DeFi Superapps and Their Bottlenecks

The World Network Opportunity: A Greenfield for Builders

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DAOs 2.0

On DeFi Superapps and Their Bottlenecks

The World Network Opportunity: A Greenfield for Builders

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Control is a Spectrum

Crypto founders often think “control = bad” but don’t exactly know how to reason about it. I think the better framing of control is that it’s a spectrum.

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

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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.