Yesterday, I published a bi-annual reflection of what's going on in the crypto industry Here are some of the highlights 👇

2/  AI agents are going to complete the bulk of onchain transactions This trend is evident with Autonolas prediction market agents. The # of agent transactions has grown by 2x since the start of the year, completing over 38k weekly txs & ~63% of Gnosis Safe txs in the past month

Stoked to announce that Variant has co-led Farworld Labs’ pre-seed round It’s no secret that we’re fans of the Farcaster ecosystem. We’ve been on the lookout for teams that are: - Growing the pie by appealing to new users - Thoughtfully leveraging headless distribution -

gm This is our 50th episode of Kiwi Weekly, and you can join our community for a 50% off price! Learn more in the newsletter: paragraph.xyz/@kiwi-weekly/k… All links curated by: peteris erins, 0xLuo (on farcaster), freeatnet.eth (crypto easy as chat arc), WongSSH, Rainer Volz, gökhan ゴクハン 💾🧬🚀, starl3xx 🌐, Liang, pierre pauze,

In SF for the next week! Who’s around? Would love to meet new folks :)

How is Telegram able to distribute alternative app stores per app store policies?

Welcome Austin Adams to Variant :) Elegant mechanism design is a major component of protocol success--helping founders with that expertise is one of Austin's super powers.

Lawyers who code are rare, but absolutely crucial to effectively navigate crypto regulation. I'm lucky to work with Daniel Barabander at Variant, whose technical ability is surpassed only by his extraordinary legal skills 🔥 See for yourself in his new blog: paragraph.xyz/@proofs-and-pr…

Pay with USDC live in many restaurants in NYC!

Variant co-led Morpho 🦋 seed round in 2022 because we were inspired by the team’s vision and believed in the project’s transformative potential. Today we’re thrilled to announce our investment in Morpho’s latest round!

Things we're excited about in crypto! blog.variant.fund/things-excited…

Just read the Variant article on things they're excited about in crypto in 2024-2025 Some of the AI predictions: "Open-source AI turns to crypto for monetization. Decentralized AI and compute gain steam." - Li Jin "The breakout AI x Crypto use case is community owned and

welcome Cooper we're so glad to have you!

It's a good time to take a long-term perspective and refocus on what you believe in. This is likely just a growth scare, and the outlook for crypto remains bright.

An update: I’m transitioning from General Partner to Advisor at Variant. I’ll continue working with portfolio companies and advising the team, while stepping back from investing and day-to-day firm management. I’ve always been extremely mission-driven in how I approach my work:

Congrats Brendan McCord 🏛️ x 🤖 on launching Cosmos Institute to explore philosophy and AI's intersection

moving back to SF after 4 years away (nomading/NYC) looking to: - build community and host small gatherings with vibrant discussions - meet people who are passionate about how they spend their time - spend more time exploring museums / galleries - make art if anyone wants to

Have you come across any particularly thoughtful essays on AI and human creativity? (emphasis on particularly thoughtful)