Variant (@variantfund) / X

Variant

1,285 posts

Variant

@variantfund

Variant invests in technology that expands autonomy.

New York

Joined October 2019

Pinned
Variant
@variantfund
Jun 16
Autonomy != automation. Automation is the frontier of tech and finance. Autonomy is about increasing freedom to build, customize, and act on your own terms. Focus on the latter can be a winning strategy for startups to compete with scaled incumbents.
Jesse Walden
@jessewldn
Jun 3
Article
VARIANT 4: AUTONOMY
Today we're announcing Variant 4, a new $222M venture fund that leads at the earliest possible stage and participates in liquid/growth investments as projects mature. Since before @variantfund's...
1.1K
Variant reposted
Jesse Walden
@jessewldn
Jun 3
Article
VARIANT 4: AUTONOMY
Today we're announcing Variant 4, a new $222M venture fund that leads at the earliest possible stage and participates in liquid/growth investments as projects mature. Since before @variantfund's...
105K
Variant reposted
Daniel Barabander
@dbarabander
Mar 30
Article
The API War
Coauthored with Elijah Fox (@PossibltyResult) In early March, Cursor shipped Composer 2 — a proprietary coding model (built on an open weight base model) which beats Claude Opus 4.6 on key benchmarks...
26K
Variant reposted
Alana Levin
@AlanaDLevin
Mar 25
Incredible execution by the Levl team
Levl
@LevlFi
Mar 25
$2B annualized payment volume in 6 months No new funding round, just execution $1B to $2B in two months Compliant. Fast. Built for scale from day one The old way of moving money cross-border is too slow, too expensive, and too complex. We're building what replaces it
4K
Variant reposted
Elijah
@PossibltyResult
Mar 18
Article
Onchain Options, Why Now?
If you've been following my posts, you’ve probably noticed I've been talking a lot about onchain options and @DeriveXYZ 's traction. The most common response I've gotten from investors and users is...
15K
Variant reposted
Jesse Walden
@jessewldn
Mar 17
> Crypto never had a choice: open APIs were the starting condition, ... It had to learn to build around that. Now everyone else will too.
Daniel Barabander
@dbarabander
Mar 17
Article
The Flattening
AI is collapsing information moats. Crypto offers the playbook for what endures. The other day, I was reading a book on my Kindle. It was early in the morning, I was barely a cup of coffee in, and I...
14K
Variant reposted
Daniel Barabander
@dbarabander
Mar 17
Article
The Flattening
AI is collapsing information moats. Crypto offers the playbook for what endures. The other day, I was reading a book on my Kindle. It was early in the morning, I was barely a cup of coffee in, and I...
22K
Variant reposted
Jesse Walden
@jessewldn
Mar 17
Huge win for self-custody 🦾
Brandon Millman
@BChillman
Mar 17
Today @phantom received first-of-its-kind no-action relief from the @CFTC. We can now connect users to regulated derivatives markets and event contracts without registering as an introducing broker. phantom.com/learn/blog/pha…
4.4K
Variant reposted
Brandon Millman
@BChillman
Mar 17
Today @phantom received first-of-its-kind no-action relief from the @CFTC. We can now connect users to regulated derivatives markets and event contracts without registering as an introducing broker.
Phantom Secures CFTC No-Action Relief for Access to Regulated Derivatives and Event Contracts
From phantom.com
177K
Variant reposted
Friends With Benefits
@FWBtweets
Mar 10
What would you build with 38M+ users on day one? @worldbuildlabs is back for its third edition. We’re backing ambitious founders ready to build Apps with @worldnetwork – the real human network. This is your chance to unlock: ✅ Instant distribution to 38M+ users across 160
00:00
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Variant reposted
Daniel Barabander
@dbarabander
Mar 10
Article
The Fraud Thesis
Crypto and AI are breaking fraud's cost curve. Crypto's enablement of internet bearer assets means fraudsters can now settle instantly, irreversibly, and without identity requirements, compressing the...
17K
Variant
@variantfund
Mar 6
Replying to @variantfund
We Are Not Onboarding Institutions (for Now) by @PossibltyResult The crypto derivatives market is $20-28T, and almost all of it is retail-optimized. The institutional opportunity is sitting wide open. Here's why now is the perfect window of opportunity:
Elijah
@PossibltyResult
Feb 11
Article
We Are Not Onboarding Institutions (for Now)
In this world I will bind myself… to serve and wait on you; When we meet in the next world wages will fall due. The Devil to Faust Summary Today’s crypto derivatives exchanges (on and offchain) are...
839
Variant
@variantfund
Mar 6
Thoughts on the Law of Insider Trading and Prediction Markets by @dbarabander Prediction markets + insider trading law = the next major policy frontier
Daniel Barabander
@dbarabander
Feb 6
Article
Thoughts on the Law of Insider Trading and Prediction Markets
Insider trading in prediction markets has become a hot topic recently. Founders see wallets popping up out of nowhere to trade ahead of major events and naturally ask whether something illegal is...
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Variant reposted
Jesse Walden
@jessewldn
Mar 6
Article
Geeks like us
Agentic services are increasingly open source, composable, decentralized, and enabling new markets that are autonomous and user-empowering. These are excellent raw ingredients to attract the talent...
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