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Jesse Walden

@jessewldn • 56,129 subscribers

users → owners @variantfund

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Our team is kinda like our cacti collection. Resilient, adaptable, unusual, natively spikey. If that sounds like you, come and grow with us - we're hiring for roles on the investment team.

Our team is kinda like our cacti collection. Resilient, adaptable, unusual, natively spikey. If that sounds like you, come and grow with us - we're hiring for roles on the investment team.

27,305 Aufrufe

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Morpho launched Vaults V2, their new asset management stack aimed at bringing TradFi/Fintechs onchain. In this convo @paulframbot and I cover: - whats new in v2 - the state of the DeFi Mullet thesis - why we think onchain lending will follow the growth trajectory of stables.
20:47
jessewldn's profile picture

Morpho launched Vaults V2, their new asset management stack aimed at bringing TradFi/Fintechs onchain. In this convo @paulframbot and I cover: - whats new in v2 - the state of the DeFi Mullet thesis - why we think onchain lending will follow the growth trajectory of stables.

Jesse Walden

23,326 Aufrufe • vor 8 Monaten

new thing: 'WORK IN PROGRESS' (s01e01) recording takeaways from our weekly internal debates -- the goal is to share early ideas (probably wrong!) on themes we're exploring, and invite feedback. this week Alana Levin Daniel Barabander + me talk about non-USD denominated stablecoins
15:28
jessewldn's profile picture

new thing: 'WORK IN PROGRESS' (s01e01) recording takeaways from our weekly internal debates -- the goal is to share early ideas (probably wrong!) on themes we're exploring, and invite feedback. this week Alana Levin Daniel Barabander + me talk about non-USD denominated stablecoins

Jesse Walden

22,790 Aufrufe • vor 8 Monaten

WORK IN PROGRESS Ep 6 is on social trading. The question: is trading really a new form of entertainment and social status or do the incentives break when you can dump on your followers? Discussed with @alanadlevin Daniel Barabander and Caleb Shack
16:13
jessewldn's profile picture

WORK IN PROGRESS Ep 6 is on social trading. The question: is trading really a new form of entertainment and social status or do the incentives break when you can dump on your followers? Discussed with @alanadlevin Daniel Barabander and Caleb Shack

Jesse Walden

12,455 Aufrufe • vor 6 Monaten

so many exciting portfolio updates, decided to record tldr vids with the founders: first is with Phantom ceo @bchillman on CASH—a new stablecoin created with stripe + bridge w/ baked in developer rewards, stripe merchant support, and new phantom $ features, launching on solana.
13:01
jessewldn's profile picture

so many exciting portfolio updates, decided to record tldr vids with the founders: first is with Phantom ceo @bchillman on CASH—a new stablecoin created with stripe + bridge w/ baked in developer rewards, stripe merchant support, and new phantom $ features, launching on solana.

Jesse Walden

11,219 Aufrufe • vor 8 Monaten

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