Variant is a thesis-driven fund investing in crypto. Sharing ideas and thought leadership here from our newsletter.
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Requests for Startups: Crypto Projects We'd Like to See in 2024
Our 2024 requests for startups span consumer payments UX, DeFi tooling, gaming, betting and prediction markets, AI agents, and much more.
Points have a point
Everyone in crypto is talking about points. Plus: Wrapping the year with our best writing.
New signs of life for NFTs on Ethereum & L2s
The NFT secondary market struggled in 2023. But onchain data shows new entrants and new use cases.
We propose a new model for how crypto apps can distribute tokens to users in a way that achieves sustained growth and retention: progressive ownership.
Our founder fellows graduate
Get to know the projects and founders from our first fellowship cohort, and check out the graduation NFT by artist Ix Shells.
DEXs flex their resilience
For the latest Variant newsletter, our data scientist Jack Gorman breaks down how DEXs have demonstrated their resilience during a bear market.
App rollups, onchain ads
A decision tree for app-specific rollups; a proposal for true onchain digital advertising.
Thinking about web3 social
Taking a critical look at web3 social media.
Coming soon from Variant...
gm! This month, Variant will roll out our newsletter.
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