Investing in ownership economy and user-owned networks at Variant Fund. Believes in shifting value capture from platforms to users and contributors.
User ownership models, token-gated communities, creator economies on-chain, protocols that align incentives between users and platforms.
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Variant is thesis-driven around the ownership economy. Frame your project in terms of how it shifts value to users. Show how token mechanics create genuine alignment between your platform and its participants.
Token unlock schedules are the most predictable and underpriced supply-side risk in crypto.
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Investment team at Variant Fund. Working under Jesse Walden's thesis around the ownership economy. Evaluates projects that fundamentally redistribute value to network participants.