Jesse Walden

We just opened two unique roles at Variant: 1/ DGC: a cracked crypto lawyer obsessed with regs, founders, and deals. 2/ AI Lead: a frontier builder with strong product instincts to help us accele...

If you assume all finance and markets are becoming programmable onchain, you should probably also entertain an expansionary view of what “finance” will look like in the end state. I think that is ...

First met Jake ~7 yrs ago when he was helping pioneer the legal path for progressive decentralization in the US. Been lucky to build alongside him ever since. Glad we’ll keep working together as h...

"Crypto rewards traders. Equity rewards owners. There are far more rich owners than rich traders." +1 on this, but optimistic tokens can and will look more like equity over time: https://t.co/SFAP...

"It gets very fuzzy, very fast."

Congrats to the team @RelayProtocol. Consistently the developer’s developer, making tokens and transactions work like butter for users. Day0 supporters from pre-seed to present.

A reminder that jaded sentiment among early builders and ideologues is a normal part of the maturation of any scene—and is usually what precedes the most widespread impact (via commercialization) ...

DAO

> Onchain is the natural end state for all options activity, not just crypto. Options markets become open, verifiable and programmable onchain. Positions can be tokenized, recombined, and embedded ...

Foundation was the very first investment i made at Variant. I owe @saturnial @dApp_boi @elpizoch and team a great deal for taking an early bet on me, and running as hard, as long, and as thoughtfu...

> 2026 is the year when Morpho starts extending beyond crypto and into the wider financial landscape. When Morpho becomes even less visible to end users, and more embedded in the everyday produc...

Finance is a service business. …in service of a real economy of non-financial things. Blockchains are really good at handling the finance part of those things. They can also serve as neutral v...

Every crypto system will have to deal with post-quantum security. The Q is whether we're going to wait for a crisis or get out in front of a solution. Project Eleven is the category leader in pos...

It’s cool too see Vitalik clearly articulate his vision for Ethereum (now better than ever maybe?) Personally, these ideas were riveting in 2014. It’s what inspired me to get into crypto. But toda...

Ironic that it may be AI is that enables the most permissionless composability Platforms can’t kill their APIs if it makes them illegible to user agents. They’ll wither on the vine.

would bet big on @smackeeper 2026-2028 https://t.co/cmx0tPurnn