Investment Thesis
Investing in ownership economy and user-owned networks at Variant Fund. Believes in shifting value capture from platforms to users and contributors.
What Excites Them
User ownership models, token-gated communities, creator economies on-chain, protocols that align incentives between users and platforms.
What They Pass On
No data yet
How to Pitch
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.
Notable Writing
Token unlock schedules are the most predictable and underpriced supply-side risk in crypto.
Podcast Appearances
No data yet
Key Quotes
No data yet
Background
Investment team at Variant Fund. Working under Jesse Walden's thesis around the ownership economy. Evaluates projects that fundamentally redistribute value to network participants.