# ![@jessewldn Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::26149295.png) @jessewldn Jesse Walden

Jesse Walden posts on X about onchain, crypto, ethereum, protocol the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::26149295/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::26149295/c:line/m:interactions.svg)

- [--] Week [-------] +1,478%
- [--] Month [-------] +457%
- [--] Months [-------] +155%
- [--] Year [-------] -88%

### Mentions: [--] [#](/creator/twitter::26149295/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::26149295/c:line/m:posts_active.svg)

- [--] Week [--] +71%
- [--] Month [--] +186%
- [--] Months [--] +6.50%
- [--] Year [--] -35%

### Followers: [------] [#](/creator/twitter::26149295/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::26149295/c:line/m:followers.svg)

- [--] Week [------] +0.82%
- [--] Month [------] +2.40%
- [--] Months [------] +5.30%
- [--] Year [------] +7.40%

### CreatorRank: [-------] [#](/creator/twitter::26149295/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::26149295/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  18.75% [cryptocurrencies](/list/cryptocurrencies)  16.96% [stocks](/list/stocks)  8.04% [technology brands](/list/technology-brands)  4.46% [financial services](/list/financial-services)  #346 [exchanges](/list/exchanges)  1.79% [countries](/list/countries)  0.89% [vc firms](/list/vc-firms)  0.89% [social networks](/list/social-networks)  0.89%

**Social topic influence**
[onchain](/topic/onchain) 10.71%, [crypto](/topic/crypto) #755, [ethereum](/topic/ethereum) 5.36%, [protocol](/topic/protocol) 5.36%, [ai](/topic/ai) 4.46%, [defi](/topic/defi) #288, [solana](/topic/solana) 4.46%, [decentralized](/topic/decentralized) 3.57%, [finance](/topic/finance) #483, [uniswap](/topic/uniswap) 3.57%

**Top accounts mentioned or mentioned by**
[@jchervinsky](/creator/undefined) [@variantfund](/creator/undefined) [@phantom](/creator/undefined) [@worldcoin](/creator/undefined) [@morpholabs](/creator/undefined) [@bchillman](/creator/undefined) [@dbarabander](/creator/undefined) [@optimism](/creator/undefined) [@bottoproject](/creator/undefined) [@paulframbot](/creator/undefined) [@tokentone_en](/creator/undefined) [@yanivgraph](/creator/undefined) [@uniswap](/creator/undefined) [@unichain](/creator/undefined) [@hyperboliclabs](/creator/undefined) [@rayanoncyber](/creator/undefined) [@oncyber](/creator/undefined) [@ferrarijetpack](/creator/undefined) [@coinbase](/creator/undefined) [@jessepollak](/creator/undefined)

**Top assets mentioned**
[Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) [Optimism (OP)](/topic/optimism) [Coinbase Global Inc. (COIN)](/topic/coinbase) [BlackRock Inc (BLK)](/topic/blackrock) [Uniswap (UNI)](/topic/$uni) [TRON (TRX)](/topic/tron) [Tether (USDT)](/topic/tether) [Bittensor (TAO)](/topic/bittensor) [Multichain (MULTI)](/topic/multichain) [Gains (GAINS)](/topic/gains) [WalletConnect Token (WCT)](/topic/wallet) [Morpho (MORPHO)](/topic/morpho) [Zora (ZORA)](/topic/$zora)
### Top Social Posts
Top posts by engagements in the last [--] hours

"A reminder that jaded sentiment among early builders and ideologues is a normal part of the maturation of any sceneand is usually what precedes the most widespread impact (via commercialization) If you care about impact keep going"  
[X Link](https://x.com/jessewldn/status/2019413302951174180)  2026-02-05T14:10Z 58.5K followers, [----] engagements


""Crypto rewards traders. Equity rewards owners. There are far more rich owners than rich traders." +1 on this but optimistic tokens can and will look more like equity over time: And also if that happens a billion traders will train the muscle of a billion owners. https://blog.variant.fund/tokens-versus-equity Writing this as crypto melts down. Sorry this isn't a bear post. It's about something more structural: tokens can't compound. They weren't designed to. The wealth in crypto will go to the equity of businesses that use the infrastructure. Not the infrastructure itself. Long the"  
[X Link](https://x.com/jessewldn/status/2019817688936165450)  2026-02-06T16:57Z 58.5K followers, [----] engagements


"@yanivgraph @jchervinsky @cdixon I think youre misunderstanding the piece. Im excited about decentralized information systems decentralized compute etc. I just think theyll first arrive as markets for the resource"  
[X Link](https://x.com/jessewldn/status/2022629515810476404)  2026-02-14T11:10Z 58.9K followers, [--] engagements


"Variant itself is a high intensity startup and we have a portfolio of the same. Both of these roles will be doing cutting-edge work and be founder-facing. We'd love to meet you"  
[X Link](https://x.com/jessewldn/status/2021247107097669692)  2026-02-10T15:37Z 58.9K followers, [---] engagements


"Deep dive on the gaps that onchain exchanges need to close in order to serve institutional traders👇 https://t.co/6WOKh6dqXF https://t.co/6WOKh6dqXF"  
[X Link](https://x.com/jessewldn/status/2021719985786069425)  2026-02-11T22:56Z 58.9K followers, [----] engagements


"If you assume all finance and markets are becoming programmable onchain you should probably also entertain an expansionary view of what finance will look like in the end state. I think that is the nuanced through line that is being missed in the debate"  
[X Link](https://x.com/jessewldn/status/2020573509588603204)  2026-02-08T19:00Z 58.9K followers, 45.8K engagements


"We just opened two unique roles at Variant: 1/ DGC: a cracked crypto lawyer obsessed with regs founders and deals. 2/ AI Lead: a frontier builder with strong product instincts to help us accelerate changes we're making to how we invest source support portfolio and operate"  
[X Link](https://x.com/jessewldn/status/2021247100512571844)  2026-02-10T15:37Z 58.9K followers, [----] engagements


"DGC https://x.com/dbarabander/status/2020952814089011413 Im hiring for a cracked lawyer to come in as our Deputy General Counsel. Youre a fit for this job if: - You are a substantive expert on crypto legal/regulatory issues. You learn about the law and how it intersects with crypto not because its your job but because you love https://x.com/dbarabander/status/2020952814089011413 Im hiring for a cracked lawyer to come in as our Deputy General Counsel. Youre a fit for this job if: - You are a substantive expert on crypto legal/regulatory issues. You learn about the law and how it intersects"  
[X Link](https://x.com/jessewldn/status/2021247105189179885)  2026-02-10T15:37Z 58.9K followers, [----] engagements


"Tip of the spear: The anticipated SEC token safe harbor (for non-security tokens) will formalize cash-flowing DeFi tokens as an asset class making them institutionally investable. At the same time traditional assets are moving onchain in part thanks to forthcoming rule making on security tokens. $UNI is the first crypto asset Blackrock has bought directly for its balance sheet. Many will follow. Huge day for DeFi BlackRock is the largest asset manager in the world ($14T aum) and BUIDL is their first tokenized fund This collab uses Uniswaps market structure to power onchain trading for BUIDL"  
[X Link](https://x.com/jessewldn/status/2021616669446025267)  2026-02-11T16:05Z 58.9K followers, 30K engagements


"There has been a lot of debate about whether crypto is for finance or more than that. My view is that yes crypto is for finance. But also finance is becoming much more expansive than is commonly http://x.com/i/article/1969043323919761408 http://x.com/i/article/1969043323919761408"  
[X Link](https://x.com/jessewldn/status/2022291132080644339)  2026-02-13T12:45Z 58.9K followers, 241.6K engagements


"Big week for DeFi Blackrock / Uniswap Apollo / Morpho https://morpho.org/blog/morpho-association-announces-cooperation-agreement-with-apollo/ Tip of the spear: The anticipated SEC token safe harbor (for non-security tokens) will formalize cash-flowing DeFi tokens as an asset class making them institutionally investable. At the same time traditional assets are moving onchain in part thanks to forthcoming rule https://morpho.org/blog/morpho-association-announces-cooperation-agreement-with-apollo/ Tip of the spear: The anticipated SEC token safe harbor (for non-security tokens) will formalize"  
[X Link](https://x.com/jessewldn/status/2022647061913702737)  2026-02-14T12:20Z 58.9K followers, [----] engagements


"Tokens are starting to look more equity-like (UNIfication and Aave's proposal to route front-end fees to the token for example.) Last year@jchervinsky and I argued that so long as the cashflows are onchain projects can route front-end fees to tokens. With stablecoins many more cashflows will be onchain. More possibility for tokens that make sense. 1/ For years a hostile SEC forced crypto founders into a broken model: drive all value into equity not tokens. The result Incentive misalignment ineffective governance and more legal risk. In this post @jessewldn and I explain why that model failed"  
[X Link](https://x.com/jessewldn/status/2022698440690479468)  2026-02-14T15:44Z 58.9K followers, [----] engagements


"Whos written the best thought piece on $TAO as DAO"  
[X Link](https://x.com/jessewldn/status/1843997929473974762)  2024-10-09T12:52Z 54K followers, [----] engagements


"One thing I love about crypto is cross company collaboration. Solana gets a lot of shine for this rightfully so. Ethereum is also a giant on this front. The collaboration between @Uniswap @Flashbots @Optimism on @unichain is awesome to see and is a major step forward for application-specific chains and the modular roadmap"  
[X Link](https://x.com/jessewldn/status/1844490464910844364)  2024-10-10T21:29Z 53.9K followers, [----] engagements


"Stablecoins are the "better with crypto" app that is indisputably dominating crypto growth today. Some stats @jphackworth42 shared with me: 1/ Stablecoins as a % of total onchain transaction volume has grown from 2.4% to 53% over the past five years with stablecoins now representing the majority of onchain settlement across chains according to Artemis. Crypto apps fit [--] broad categories: Only with crypto: non-sovereign SOV/payments decentralized finance digital art DAOs memecoins some depin decentralized social etc.) Better with crypto: open finance (RWAs/fiat stablecons) prediction markets"  
[X Link](https://x.com/jessewldn/status/1844495958110880248)  2024-10-10T21:51Z 53.9K followers, [----] engagements


"2/ As a category stablecoins are #1 in gas consumption across major chains - 41% of total application gas spent across all major blockchains in the past [--] days was spent on stablecoins. This is 2.75x gas spent vs. the next leading app (Uniswap @ $18.4m)"  
[X Link](https://x.com/jessewldn/status/1844495960778604644)  2024-10-10T21:51Z 54K followers, [---] engagements


"3/ The majority of the gas spent across major chains is USDT on Tron at ($44M) of total gas fees. Tron Tether has over 9.1M addresses sending Tether the largest address distribution for any app in crypto"  
[X Link](https://x.com/jessewldn/status/1844495963060130123)  2024-10-10T21:51Z 54K followers, [----] engagements


"One thing I love about crypto is cross company collaboration. Solana gets a lot of shine for this rightfully so. Ethereum is also a giant on this front. The collaboration between @Uniswap Flashbots @Optimism on @unichain is awesome to see and is a major step forward for application-specific chains and the modular roadmap"  
[X Link](https://x.com/jessewldn/status/1844498087319863682)  2024-10-10T21:59Z 54K followers, [----] engagements


"The steelman I'd make for Bittensor is that it is a passionate community of people who believe in open source AI and that through that community and market forces the system will evolve to reward things that are productive even inspite of YC/dTAO technical mechanisms being imperfect/potentially exploited. Its tough to make this bet but same was true of many early blockchain ecosystems"  
[X Link](https://x.com/jessewldn/status/1844738914046947485)  2024-10-11T13:56Z 54K followers, [----] engagements


"Superchain interop is being solved permissionlesslybuilt by Velodrome using @hyperlane. Hyperlanes bet has always been on permissionless deployment/customization as the way to win a multichain future. That bet is bearing fruit 😘 Introducing Superlane. An interoperability solution from Hyperlane and @VelodromeFi that brings you @Optimism Superchain interoperability early Discover how https://t.co/fwIYEHzWhD https://t.co/dSpTUuA8pM Introducing Superlane. An interoperability solution from Hyperlane and @VelodromeFi that brings you @Optimism Superchain interoperability early Discover how"  
[X Link](https://x.com/jessewldn/status/1846748271064096897)  2024-10-17T03:01Z 54K followers, 14.3K engagements


"One way to look at @truth_terminal is governance minimized community aligned AI: you can own a piece via the memecoin and participate in its development via socialthis is a good viral loop. Many have questioned whether there is a human in the loop behind the scenes to filter/nudge the bots learnings. This is the role @BottoDAO plays in @bottoproject development nudging it towards production the DAO thinks is high value; another possible input is revenue generated from selling its art. Mix the three approaches (participation via social revenue generation and community governance) and I think"  
[X Link](https://x.com/jessewldn/status/1847619361957117985)  2024-10-19T12:42Z 55.9K followers, 29.2K engagements


"Coinbase Developer Platform also offers tools beyond pure payments infrastructure. This includes trading bots exchange access and connected credentials. It looks a lot like Coinbase asked what infrastructure and access would AI agents need to engage in commerce and interact (autonomously) onchain and built a product suite around those needs. In other words the aspiration seems to be Stripe for AI agents. New Essay: What's Happening at Coinbase https://t.co/8HIczWWban New Essay: What's Happening at Coinbase https://t.co/8HIczWWban"  
[X Link](https://x.com/jessewldn/status/1847643209926660237)  2024-10-19T14:17Z 55.9K followers, 12.6K engagements


"so the LLMs are indefatigable creators and the memecoins are social tokens right"  
[X Link](https://x.com/jessewldn/status/1848710264113221642)  2024-10-22T12:57Z 54.4K followers, [----] engagements


"7.1M verified world IDs we're hosting the first World mini app hackathon in NYC next weekend with @worldcoin. join us to hack on new mini apps that leverage World's distribution to millions of human wallets; rsvp👇"  
[X Link](https://x.com/jessewldn/status/1849926366952915299)  2024-10-25T21:29Z 55.9K followers, 11.1K engagements


"Saturday AM and first ever @worldcoin hackathon is underway @variantfund hq"  
[X Link](https://x.com/jessewldn/status/1852727743315620183)  2024-11-02T15:01Z 54.1K followers, [----] engagements


"sufficient decentralization as a mandate has limited progress in the space by forcing founders and teams to be hands-off the networks theyve created - chapter [--] for crypto is to see what we can do with unthrottled founder-led development + community skin in the game"  
[X Link](https://x.com/jessewldn/status/1854322527478177835)  2024-11-07T00:38Z 54.1K followers, 20.1K engagements


"agreed but the cash flows are onchain the code is open source. so the info asymmetry is lesser by default (non zero). AND also non-zero is the community contributions to utility/value creation. irrespective of who develops these networks the tokens are in large part user-generated assets. so in my view whats needed is a framework that adapts to the new realities/capabilities of this technology and creates a lightweight compliance safeharbor for this new asset class of user-generated assets. this is not unlike dmca which created a lightweight compliance framework for copyright in response to"  
[X Link](https://x.com/jessewldn/status/1854341451444060505)  2024-11-07T01:53Z 54.1K followers, [---] engagements


"💯 @worldcoin team sets the bar on excellence in execution amazing progress at world (fka worldcoin) over the past year super proud of the team and especially @alexblania's leadership rare combo of vision and execution ability. amazing progress at world (fka worldcoin) over the past year super proud of the team and especially @alexblania's leadership rare combo of vision and execution ability"  
[X Link](https://x.com/jessewldn/status/1856103132880597260)  2024-11-11T22:34Z 54K followers, [----] engagements


"all the model tokens are going to be onchain right"  
[X Link](https://x.com/jessewldn/status/1857177652328910860)  2024-11-14T21:43Z 54K followers, [----] engagements


"Phantom is #5 in the App Store"  
[X Link](https://x.com/jessewldn/status/1859441727330975844)  2024-11-21T03:40Z 54.1K followers, 16.7K engagements


"get in loser https://warpcast.com/dbarabander/0x19a88c51 https://warpcast.com/dbarabander/0x19a88c51"  
[X Link](https://x.com/jessewldn/status/1859976412452590040)  2024-11-22T15:05Z 54.1K followers, [----] engagements


"I hosted Variant's annual investor meeting on Tuesday. This is a writeup of what I told our LPs about the last few years and where I hope we're heading https://t.co/BEYNcTYpSH https://t.co/BEYNcTYpSH"  
[X Link](https://x.com/jessewldn/status/1860093573510889583)  2024-11-22T22:50Z 54.1K followers, [----] engagements


"@yugacohler Thank you for your service"  
[X Link](https://x.com/jessewldn/status/1861426550249324974)  2024-11-26T15:07Z 54.1K followers, [---] engagements


"Morpho had a non-transferable token onchain for 2+ years. Not points the actual token. More teams should do this. Self-selects for users who care about ownership and are more long-term"  
[X Link](https://x.com/jessewldn/status/1864881477617414507)  2024-12-06T03:56Z 54.5K followers, 13.5K engagements


"Very surprising Germany is on this list. Whats the story there Theres no capital gains tax on crypto in [--] countries. This list is growing and America must join to keep our lead in innovation and wealth: Anguilla Antigua & Barbuda Bahamas Belarus Bermuda British Virgin Islands Cayman Islands Cyprus Czech Theres no capital gains tax on crypto in [--] countries. This list is growing and America must join to keep our lead in innovation and wealth: Anguilla Antigua & Barbuda Bahamas Belarus Bermuda British Virgin Islands Cayman Islands Cyprus Czech"  
[X Link](https://x.com/jessewldn/status/1865746644899119104)  2024-12-08T13:13Z 54.2K followers, [----] engagements


"@ipfs90210 why diff than other capital assets"  
[X Link](https://x.com/jessewldn/status/1865747019043905847)  2024-12-08T13:15Z 54.2K followers, [---] engagements


"end of year who done it: - institutions start staking @alluvialfinance - chain/wallet abstraction works well enough that users get finally get a superior ux (this is the benefit of all the work on scaling/interop/intents etc) @phantom - modularity matures second-generation frameworks package integrated-modules that solve fragmentation maintain customizability @deltadotnetwork - zk has a breakthrough app at the intersection of privacy/offchain-data/onchain action @anoncast_ - security vulns become far less common (e.g. in defi/interfaces) @blockaid_ - decentralized compute starts to compete on"  
[X Link](https://x.com/jessewldn/status/1865752338717139451)  2024-12-08T13:36Z 54.2K followers, 11.2K engagements


"Had a dream last night that Apple announced an L2 for posting signed hashes of every photo in camera role upon capture"  
[X Link](https://x.com/jessewldn/status/1866219970738434387)  2024-12-09T20:34Z 54.6K followers, 15.2K engagements


"in exploring decentralized ai inference we patiently looked for a solution to a holy grail problem: the trilemma between cost performance and verification. @hyperbolic_labs stood out because they solved it: web2 performance for less $ and verified inference. its therefore not surprising they have 40000+ users actively using their productsprimarily Web2 users who don't need to know or care the underlying inference is decentralized. Excited to announce @variantfund has led @hyperbolic_labs Series A investment 👇 1/ Computing platform shifts often evolve in couplets or tripletsnew hardware"  
[X Link](https://x.com/jessewldn/status/1866523066911666527)  2024-12-10T16:39Z 54.3K followers, 29.7K engagements


"@rayan_oncyber @oncyber 🫡"  
[X Link](https://x.com/jessewldn/status/1866911741122052422)  2024-12-11T18:23Z 54.3K followers, [---] engagements


"@rayan_oncyber @oncyber likewise an absolute pleasure - grit and determination you exhibited throughout was world class - very excited for what comes next"  
[X Link](https://x.com/jessewldn/status/1866919121352294654)  2024-12-11T18:52Z 54.3K followers, [--] engagements


"Crypto enables at least two types of networks that might not exist otherwise: 1/ networks bigger than any centralized entity could buildlike internet money. 2/ niche networks that didn't make sense to build because the cost of coordination was too high (e.g. an international guild-as-multisig)"  
[X Link](https://x.com/jessewldn/status/1867607312573034832)  2024-12-13T16:27Z 54.3K followers, [----] engagements


"2024 was a breakout year for @MorphoLabs I spoke with @PaulFrambot about the project's origin transition from app to core defi primitive their ascent to #2 lending market by volume in less than year and where they go from here (spoiler: the vision is massively market expansionary) Link below"  
[X Link](https://x.com/jessewldn/status/1869482665591931109)  2024-12-18T20:39Z 54.5K followers, 39.3K engagements


"A quiet but giant crypto onboarding story is @worldcoin9M+ verified humans 20M wallet installs accelerating growth. I spoke with @alexblania during our investor day about the project origin unlocks of mass distribution and intersections of crypto and AI. Link below"  
[X Link](https://x.com/jessewldn/status/1870175967810875525)  2024-12-20T18:34Z 54.5K followers, [----] engagements


"Reflecting on the original Ownership Economy essay [---] years later one excerpt that hits harder heading into [----] is about 'breaking the rules' vs. 'accessible products:' "The history of protocol adoption fits a pattern: first early adopters use new protocols to do things that were impossible before the new technology empowered them to do so. Very often this new behavior involves breaking the rules. Then a winning strategy for founders is to build products that make these new models more accessible to a wider audience. . The protocol innovation of tokens is akin topackets for value but the"  
[X Link](https://x.com/jessewldn/status/1873698684661096897)  2024-12-30T11:52Z 54.3K followers, [----] engagements


"@FerrariJetpack im not sure even the most advanced AI could ever figure this out (joking)"  
[X Link](https://x.com/jessewldn/status/1875035155527856385)  2025-01-03T04:23Z 54.4K followers, [---] engagements


"AFAIK @bottoproject is the only AI agent project out there with a tight coupling between the AI token and economics AI generates art token holders vote on which is canonical and sold as NFTs (training the model) and the value generated from sales goes to the DAO treasury. Which other projects have a tight and elegant coupling between AI token economics"  
[X Link](https://x.com/jessewldn/status/1876404572027015648)  2025-01-06T23:04Z 54.4K followers, 13.9K engagements


"I spoke with @bchillman cofounder/CEO of @phantom at our investor day in November. We discussed early days building on Ethereum making the bet on Solana before anyone was paying attention key drivers of their growth (hit #5 in the app store in 2024) and plans for the future I first met Brandon and Francesco in [----] when they were engineers at 0xone of the most influential DeFi projects at the time. What stood out was the rare combo of deep technical skills + craft in building user-friendly products. So when they decided to create a wallet @variantfund co-led their first venture round"  
[X Link](https://x.com/jessewldn/status/1876658341813821944)  2025-01-07T15:53Z 54.5K followers, 46.3K engagements


"at our team meeting yesterday we were talking about a shared memory layer for agents as an enabler of composabilityand therefore more specialized/simple agents to work together to accomplished more complex tasks towards "DAOs 2.0" Some thoughts on agents and "memory." https://t.co/N46RLr03A8 Some thoughts on agents and "memory." https://t.co/N46RLr03A8"  
[X Link](https://x.com/jessewldn/status/1876663918854332771)  2025-01-07T16:15Z 55.1K followers, 20.6K engagements


"@FerrariJetpack @BChillman @phantom exactly"  
[X Link](https://x.com/jessewldn/status/1876705240596050150)  2025-01-07T18:59Z 54.5K followers, [---] engagements


"thank you to @eth_call lead dev at @farcaster_xyz for giving this update at our investor day in november. he discussed why programmable social is a "big idea" product-led protocol development what drove 30x DAU jan-july frames membership-based channels AI agents and more"  
[X Link](https://x.com/jessewldn/status/1877433994679124193)  2025-01-09T19:15Z 54.5K followers, [----] engagements


"users owners: why does it matter [--] things you can now own onchain 1/ money: self-custody enables faster/cheaper tx more competition for services global access 2/ products: participate in the economic upside of things you contribute to 3/ identity/data: conveniently bring it with you to any app enabling richer/personalized experiences 4/ infrastructure: minimize platform risk maximize economic alignment 5/ media/attention: provenance verification and direct monetization"  
[X Link](https://x.com/jessewldn/status/1878830969806827708)  2025-01-13T15:46Z 54.5K followers, [----] engagements


"CeDeFi 🤝 Crypto-backed loans on @coinbase powered by Morpho. Now millions of users can borrow against their BTC on Coinbase. https://t.co/TRAFouZfZT Crypto-backed loans on @coinbase powered by Morpho. Now millions of users can borrow against their BTC on Coinbase. https://t.co/TRAFouZfZT"  
[X Link](https://x.com/jessewldn/status/1879906516293296371)  2025-01-16T15:00Z 54.5K followers, [----] engagements


"A lot of hot air out there on Crypto x AI. This piece is makes the fundamental case for why crypto stands to make AI better on the merits. New piece: Why (good) AI needs crypto. TLDR: Closed AI is anti-competitive. Open source AI hits a resource problem (huge compute/data costs). Crypto fixes this by incentivizing resource contributions via ownershipunlocking bigger models & faster innovation. 🔗👇 https://t.co/U16u4hMo6V New piece: Why (good) AI needs crypto. TLDR: Closed AI is anti-competitive. Open source AI hits a resource problem (huge compute/data costs). Crypto fixes this by"  
[X Link](https://x.com/jessewldn/status/1879948103832527298)  2025-01-16T17:45Z 54.5K followers, 23.8K engagements


"5 years in the making. For anyone curious about @phantoms origin story/journey/where theyre headed @bchillman dished it below @variantfund LP day in Nov. Proud day [--] investors congrats to the whole team on the Series C fundraise; well deserved and just getting started. I spoke with @bchillman cofounder/CEO of @phantom at our investor day in November. We discussed early days building on Ethereum making the bet on Solana before anyone was paying attention key drivers of their growth (hit #5 in the app store in 2024) and plans for the future I https://t.co/WBAfw22826 I spoke with @bchillman"  
[X Link](https://x.com/jessewldn/status/1880043290407661782)  2025-01-17T00:03Z 54.6K followers, 10.3K engagements


"@jessepollak @sidrmsh @coinbase @MorphoLabs @base Huge 🚀"  
[X Link](https://x.com/jessewldn/status/1880115247845109962)  2025-01-17T04:49Z 54.5K followers, [---] engagements


"@brian_armstrong @sidrmsh 🫡 here comes everyone"  
[X Link](https://x.com/jessewldn/status/1880115461389709329)  2025-01-17T04:50Z 54.5K followers, [---] engagements


"twas a good day yesterday - @MorphoLabs crushing - @phantom crushing - @dbarabander crushing all @variantfund seeds or active areas of seeds; links👇"  
[X Link](https://x.com/jessewldn/status/1880236294405865773)  2025-01-17T12:50Z 54.5K followers, [----] engagements


"the DeFi Mullet vision @MorphoLabs is pursuing has been a long time in the making. Hear it direct from @PaulFrambot👇 [----] was a breakout year for @MorphoLabs I spoke with @PaulFrambot about the project's origin transition from app to core defi primitive their ascent to #2 lending market by volume in less than year and where they go from here (spoiler: the vision is massively market https://t.co/cSymE8AQoU [----] was a breakout year for @MorphoLabs I spoke with @PaulFrambot about the project's origin transition from app to core defi primitive their ascent to #2 lending market by volume in less"  
[X Link](https://x.com/jessewldn/status/1880256321809006900)  2025-01-17T14:10Z 54.5K followers, [----] engagements


"crypto is finally starting to escape the oroborous and coordinate adjacent high growth markets like AI + energy. this has always been my favorite answer to how DeFi crosses the chasm For a category that was unnamed and barely existed 2yrs ago growth in #DeFi is incredibly impressive. But within the crypto community its not controversial that DeFi is primarily used by insiders for speculation. How does #DeFi cross the chasm https://t.co/MAZersy7gZ For a category that was unnamed and barely existed 2yrs ago growth in #DeFi is incredibly impressive. But within the crypto community its not"  
[X Link](https://x.com/jessewldn/status/1884018734068600998)  2025-01-27T23:20Z 55.1K followers, [----] engagements


"now: make speculation a keystone of the user experience soon: make ownership a keystone of the user experience Vine/Jelly first of many startup tokens - "startups" are a euphemism for utility tokens vs memes; problem initially is selection bias of low quality startup tokens mostly founders that want liquidity these tokens mostly go to [--] but the market now is thinking about what Vine/Jelly first of many startup tokens - "startups" are a euphemism for utility tokens vs memes; problem initially is selection bias of low quality startup tokens mostly founders that want liquidity these tokens"  
[X Link](https://x.com/jessewldn/status/1884965120490488000)  2025-01-30T14:01Z 55K followers, [----] engagements


"Turnkey is being used to secure accounts in many of your favorite crypto appsand the infra built out here (in prod for 2+ years) is going to enable many more complex verifiable onchain applications. Were proud to release the Turnkey whitepaper at https://t.co/vUFjNU4uPz TL;DR: Weve built and deployed the first verifiable key management system of its kind battle-tested by securing millions of wallets in production. https://t.co/yngiZq8IRj Were proud to release the Turnkey whitepaper at https://t.co/vUFjNU4uPz TL;DR: Weve built and deployed the first verifiable key management system of its kind"  
[X Link](https://x.com/jessewldn/status/1886452805034029478)  2025-02-03T16:32Z 54.6K followers, [----] engagements


"excellent framework on which types of AI opportunities are advantaged in different outcome scenarios for model improvement/adoption https://blog.usv.com/four-futures https://blog.usv.com/four-futures"  
[X Link](https://x.com/jessewldn/status/1887163692195659924)  2025-02-05T15:37Z 54.8K followers, [----] engagements


"Memes are not securities But rug pulls and market manipulation are still criminal and cancerous for the space. This is why anyone building a launcher or launching needs to take a good look at the market mechanisms underlying. We can get markets w Doppler http://pure.st http://pure.st http://pure.st http://pure.st"  
[X Link](https://x.com/jessewldn/status/1895270854893908365)  2025-02-28T00:32Z 54.9K followers, [----] engagements


"Ours truly The ticker is $ZORA. Launching in Spring [----]. https://t.co/etQjGGPQWR The ticker is $ZORA. Launching in Spring [----]. https://t.co/etQjGGPQWR"  
[X Link](https://x.com/jessewldn/status/1896712780713226492)  2025-03-04T00:02Z 54.9K followers, [----] engagements


"@RyanWatkins_ 100x more important for crypto to focus on adoption that modulates cyclicality. Worry about buybacks once the former is achieved"  
[X Link](https://x.com/jessewldn/status/1898809294948274583)  2025-03-09T18:53Z 55.4K followers, [----] engagements


"a startup: youve got to love it enough to pursue the goal in any market condition. the hardest part is managing your own psychology and staying focused on the love if the love feels gone take a TO and see if you miss it"  
[X Link](https://x.com/jessewldn/status/1899435021645041724)  2025-03-11T12:19Z 55K followers, [----] engagements


"Any NYC recommendations for a commercial real estate broker who focuses on unique spaces for arts/retail"  
[X Link](https://x.com/jessewldn/status/1902153156621980022)  2025-03-19T00:20Z 55.1K followers, [----] engagements


"On NFTs as a license for creativity where non-fungible agentic memory produces unique creativity. Rhymes with Holly+ from @hollyherndon @matdryhurst and ofc @bottoproject One way to look at NFTs is that they are valuable because they allow digital property to reflect features we associate with property in the physical world. Think about owning a house. When you buy the house you get a deed which provides provenance via a chain of title. As the https://t.co/qgQqs768VA One way to look at NFTs is that they are valuable because they allow digital property to reflect features we associate with"  
[X Link](https://x.com/jessewldn/status/1904576037130035715)  2025-03-25T16:48Z 55.2K followers, [----] engagements


"@masonnystrom @MikeIppolito_ chuckled"  
[X Link](https://x.com/jessewldn/status/1909405331244929535)  2025-04-08T00:38Z 55.3K followers, [---] engagements


"@KyleSamani @zora most posts on social media are low liquidity (virality) but that is not a failure mode for social networks maybe the insight here is that speculation should be a new factor weighted in curation not the sole one"  
[X Link](https://x.com/jessewldn/status/1914505443658825821)  2025-04-22T02:24Z 55.2K followers, [----] engagements


"@js_horne @0xProject 👀"  
[X Link](https://x.com/jessewldn/status/1920210579500806457)  2025-05-07T20:14Z 55.3K followers, [---] engagements


"The promise of crypto that many of us came here for has been the opportunity own a piece of the products (and protocols) we use. Almost 100% of succesful application-layer protocols have been built by venture-backed companies who also built the first products on topto bootstrap the protocol. Similar to Red Hat/Linux it of course can make sense to have a separate company to build in-and-around an open source software but more teams should follow Morpho's lead and explore how their efforts can benefit a single asset: the token. I think market competition will push more projects to do exactly"  
[X Link](https://x.com/jessewldn/status/1931092502431621171)  2025-06-06T20:55Z 55.4K followers, 14.8K engagements


"Proud to back @turnkeyhq from their first round through their $30M Series B. Crypto can feel like magic if we get the infra right. Turnkey is the secure programmable tooling to do exactly that. Big news: Weve raised a $30M Series B led by @BainCapCrypto to power innovation in crypto https://t.co/4zwgO7gPj9 Big news: Weve raised a $30M Series B led by @BainCapCrypto to power innovation in crypto https://t.co/4zwgO7gPj9"  
[X Link](https://x.com/jessewldn/status/1932071302271041971)  2025-06-09T13:44Z 55.4K followers, [----] engagements


"LsETH adoption accelerating. @galaxyHQ brings serious scale custody and collateral to @liquid_col - the standard for institutional liquid staking. @MaraSchmiedt and team are quietly building the liquid staking solution institutions want. Liquid Collective and @galaxyHQ are partnering to define the next era of institutional stakingsecure liquid and built for scale. As regulatory clarity around staking grows were bringing together Galaxys institutional platform and Liquid Collectives interoperable staking https://t.co/7xXC1zodWX Liquid Collective and @galaxyHQ are partnering to define the next"  
[X Link](https://x.com/jessewldn/status/1935003956633043161)  2025-06-17T15:57Z 55.8K followers, [----] engagements


"@LadyofCrypto1 @worldcoin yes"  
[X Link](https://x.com/jessewldn/status/1935308338108973564)  2025-06-18T12:07Z 55.4K followers, [---] engagements


"numerai but for memecoins whos building this"  
[X Link](https://x.com/jessewldn/status/1935369991869841736)  2025-06-18T16:12Z 55.8K followers, [----] engagements


"Love seeing two Variant-backed teams come together with a shared goal: Big congrats to the @dawn_wallet and @tfh_technology @worldcoin teams. Dawn has joined Tools for Humanity to bring next generation crypto finance to World Since [----] we've been working to make crypto truly accessible to a global audience. At @tfh_technology @worldcoin we're going to be accelerating this vision to give sophisticated financial https://t.co/ewZoeQIWLO Dawn has joined Tools for Humanity to bring next generation crypto finance to World Since [----] we've been working to make crypto truly accessible to a global"  
[X Link](https://x.com/jessewldn/status/1935789180098846969)  2025-06-19T19:58Z 55.4K followers, [----] engagements


"Likely wrong dichotomy: Yield-generating stablecoins vs. Payment stablecoins. There will be an infinite number of bespoke branded stablecoins held at rest for yield generation but only a few major ones used for inter-stable settlement due to liquidity network effects. Yield-generating stablecoins are held for earning interest or rewards programs while payment stablecoins are used for settlement"  
[X Link](https://x.com/jessewldn/status/1937263028367728944)  2025-06-23T21:34Z 55.5K followers, [----] engagements


"Incomplete distinction: For institutions stables are primarily a messaging protocol innovation like ACH or SWIFT but where the 'medium is the message' (the message is both the state change and the trusted instant settlement -- this the key innovation of blockchains) vs. legacy systems where the message and settlement are independent processes. For consumers stables are primarily an innovation in convenience and economics/incentives. They combine the potential for rewards and better economics with the convenience of instant global financial access (still being built out)"  
[X Link](https://x.com/jessewldn/status/1937263245762408575)  2025-06-23T21:35Z 55.4K followers, [----] engagements


"decentralized networks are not companies; DCF is the floor not the ceiling for network tokens not all onchain projects are decentralized networks these tokens should be valued and operate more like companies"  
[X Link](https://x.com/jessewldn/status/1937339551200035219)  2025-06-24T02:38Z 55.5K followers, [----] engagements


"@0x_jefuture Morpho is a good example of the latter strong decentralized properties but a equally strong team driving progress and dynamism in the protocol and marquee product on top"  
[X Link](https://x.com/jessewldn/status/1937496106897662232)  2025-06-24T13:00Z 55.4K followers, [--] engagements


"Tokens vs. Equity onchain value - tokens offchain value - equity In this piece @jchervinsky and I explain how onchain value can extend to offchain infrastructure (e.g. front-ends)giving founders flexibility to build full stack and efficientlyfrom protocols to products with better aligned incentives and less ineffective governance. 1/ For years a hostile SEC forced crypto founders into a broken model: drive all value into equity not tokens. The result Incentive misalignment ineffective governance and more legal risk. In this post @jessewldn and I explain why that model failed and how to fix"  
[X Link](https://x.com/jessewldn/status/1938241548199592238)  2025-06-26T14:22Z 55.8K followers, 32K engagements


"next up: programmable equity users -- owners :)"  
[X Link](https://x.com/jessewldn/status/1939770248267514056)  2025-06-30T19:37Z 55.5K followers, [----] engagements


"Youre building an NFT marketplace in [----] from scratch. what are you focusing on and why"  
[X Link](https://x.com/jessewldn/status/1940794171679506713)  2025-07-03T15:26Z 55.5K followers, 18.2K engagements


"@Euler__Lagrange this is a good idea"  
[X Link](https://x.com/jessewldn/status/1943388989844508945)  2025-07-10T19:16Z 55.5K followers, [----] engagements


"Tokens go in and out of vogue every market cycle. In a bear tokens are seen as a category error. In a bull tokens are popular again usually with a new flavor. I see some progress in the fact that outside of L1s and the non-BTC boomer-coin complex this cycle's most in-vogue tokens are associated with products people use. Because people use the products and love them they have cash flow and token-holders are seeing the benefit of that. I don't think its a coincidence that many of these tokens are built and in some cases operated by unabashedly centralized core teams or otherwise very lightly"  
[X Link](https://x.com/jessewldn/status/1947493831491912079)  2025-07-22T03:08Z 55.7K followers, 18K engagements


"What is the best DAO success story you can think of"  
[X Link](https://x.com/jessewldn/status/1948043949232570593)  2025-07-23T15:34Z 55.8K followers, [----] engagements


"I can imagine [--] paths for onchain media at scale: 1/ investment in onchain media is a game that people are intentionally playing for outsized returns (and losses) 2/ 90/9/1 rule: investment is a 'pro' feature for a subset of users to level-up into. the majority of users do not do this but reap the benefit of the free information the market produces (e.g. Polymarket) 3/ other (please explain) 90/9/1 rule for onchain media: 90% consume 9% curate (speculate) 1% create the experiment @zora is running is whether speculation-as-curation can be second-order positive sum for both creators and"  
[X Link](https://x.com/jessewldn/status/1950172890294362489)  2025-07-29T12:33Z 55.7K followers, [----] engagements


"o3 still feels very brittle when you want it to make a very specific update to a project you're working on it feels like you're hitting a hard reset with each instruction and quality of output degrades with each iteration"  
[X Link](https://x.com/jessewldn/status/1950265012246765577)  2025-07-29T18:39Z 55.7K followers, [----] engagements


"@wennmachers @a16z Congrats Margit"  
[X Link](https://x.com/jessewldn/status/1950887633883652185)  2025-07-31T11:53Z 55.7K followers, [---] engagements


"Morphos TVL crossed $6B+ for a new ATH up 89.2% YTD. #2 DeFi lending protocol worldwide"  
[X Link](https://x.com/jessewldn/status/1951295352247624052)  2025-08-01T14:53Z 55.8K followers, 14.7K engagements


"1/ A new blockchain network in [----] needs to either optimize for a particular application or expand the adjacent possible. Most new blockchains have focused on optimizing for speed; faster block times higher TPS. That is no longer the bottleneck. @RialoHQ is focused on a complete suite of infra for building apps that speak to the outside world. https://x.com/RialoHQ/status/1952391633518932242 https://x.com/RialoHQ/status/1952391633518932242"  
[X Link](https://x.com/jessewldn/status/1952397515040374952)  2025-08-04T15:53Z 55.8K followers, [----] engagements


"Another @dbarabander deep dive: In this piece I want to take the other side of this bet and make a case for how stablecoins can go mainstream as a means of payment (not just settlement) in the U.S. https://t.co/9791r8aZzo https://t.co/9791r8aZzo"  
[X Link](https://x.com/jessewldn/status/1954923833602842720)  2025-08-11T15:12Z 55.8K followers, [----] engagements


"how can i make a prediction market bet in the group chat"  
[X Link](https://x.com/jessewldn/status/1957496383596064874)  2025-08-18T17:34Z 55.8K followers, [----] engagements


"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 @alanadlevin @dbarabander + me talk about non-USD denominated stablecoins"  
[X Link](https://x.com/jessewldn/status/1969044686053543998)  2025-09-19T14:23Z 55.9K followers, 20.7K engagements


""Blockchains broke open the conversation by introducing a legible third way to orchestrate humans and computers around immutability and time that could not be reduced to either corporate entities or markets. But that was just the beginning. We are now beginning to see that there are in fact an infinite number of viable orchestration modes and the more miniaturization by AI progresses the greater the number of these modes become available for practical design." @vgr https://open.substack.com/pub/contraptions/p/beyond-szabo-scaling"  
[X Link](https://x.com/jessewldn/status/1969763097062543399)  2025-09-21T13:58Z 55.9K followers, [----] engagements


"culturally: early blogging : tiktok influencing :: web3 investing : degen trading"  
[X Link](https://x.com/jessewldn/status/1970147827138343181)  2025-09-22T15:27Z 55.9K followers, [----] engagements


"World is starting to look like an app platform: millions of accounts proof-of-human and an lots of space for new apps. We are looking for ambitious founders to build for the [--] million World App users. I've published a piece with @variantfund outlining the opportunities we see https://t.co/sQQ0Ik64Ha We are looking for ambitious founders to build for the [--] million World App users. I've published a piece with @variantfund outlining the opportunities we see https://t.co/sQQ0Ik64Ha"  
[X Link](https://x.com/jessewldn/status/1970552517319688496)  2025-09-23T18:15Z 56K followers, [----] engagements


"Sign up for early access to Melee: http://alpha.melee.markets http://alpha.melee.markets"  
[X Link](https://x.com/jessewldn/status/1970895270864171227)  2025-09-24T16:57Z 55.9K followers, [----] engagements


"Full blog post co-authored with @JackLongarzo https://blog.variant.fund/investing-in-melee-markets-permissionless-prediction-markets-with-uncapped-upside https://blog.variant.fund/investing-in-melee-markets-permissionless-prediction-markets-with-uncapped-upside"  
[X Link](https://x.com/jessewldn/status/1970897525558349914)  2025-09-24T17:06Z 55.9K followers, [----] engagements


"One of the worlds largest banks @SocieteGenerale is entering DeFi taking its loan book onchain through its digital assets arm. All powered by @MorphoLabs. SG Forge is offering lending and borrowing in EURCV and USDCV through a Morpho Vault curated by @MEVCapital the first One of the worlds largest banks @SocieteGenerale is entering DeFi taking its loan book onchain through its digital assets arm. All powered by @MorphoLabs. SG Forge is offering lending and borrowing in EURCV and USDCV through a Morpho Vault curated by @MEVCapital the first"  
[X Link](https://x.com/jessewldn/status/1973008206965460995)  2025-09-30T12:53Z 56K followers, [----] engagements


"so many exciting portfolio updates decided to record tldr vids with the founders: first is with @phantom ceo @bchillman on CASHa new stablecoin created with stripe + bridge w/ baked in developer rewards stripe merchant support and new phantom $ features launching on solana"  
[X Link](https://x.com/jessewldn/status/1973071760447729750)  2025-09-30T17:05Z 56K followers, 11K engagements


"@ptrwtts @john_c_palmer Whats a Strategy coin"  
[X Link](https://x.com/jessewldn/status/1974623829436809403)  2025-10-04T23:53Z 56K followers, [---] engagements


"DeFi is becoming a distribution game. Modular architectures enable distribution partners to customize and control the UX for their end-users. But when building modular you've got to protect your network effects and avoid becoming a code library👇 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. https://t.co/P4noETZiQo Morpho launched Vaults V2 their new asset management"  
[X Link](https://x.com/jessewldn/status/1976391964141781214)  2025-10-09T20:58Z 56K followers, [----] engagements


"the world is becoming more investable just as the demand to find greater financial risks/rewards becomes increasingly rational and in demand. hence the rush to offer the new generation of investors the everything exchange 👇 WIP Episode #4 is live This week @jessewldn @dbarabander @jacklongarzo & I debated the Everything Exchange: what is it why it matters when it makes sense and who's well-positioned to build it https://t.co/H4NghehdjN WIP Episode #4 is live This week @jessewldn @dbarabander @jacklongarzo & I debated the Everything Exchange: what is it why it matters when it makes sense and"  
[X Link](https://x.com/jessewldn/status/1978462028147704101)  2025-10-15T14:04Z 56K followers, [----] engagements


"@Iiterature @wen_xs @bedehomender for the devout ETH as religion is premised upon gas and the social change it enabled thru decentralized biz model"  
[X Link](https://x.com/jessewldn/status/878005934206922752)  2017-06-22T21:45Z 55.4K followers, [--] engagements


"@Iiterature @wen_xs @bedehomender there could be more vapid more socially conscious religions too. a pure socially conscious token is not v diff from donating to the church"  
[X Link](https://x.com/jessewldn/status/878006404837023744)  2017-06-22T21:46Z 55.6K followers, [--] engagements


"high-level primer on DPoS consensus used by @Steem @bitshares and soon @EOS_io by @iang_fc https://steemit.com/eos/@iang/seeking-consensus-on-consensus-dpos-or-delegated-proof-of-stake-and-the-two-generals-problem https://steemit.com/eos/@iang/seeking-consensus-on-consensus-dpos-or-delegated-proof-of-stake-and-the-two-generals-problem"  
[X Link](https://x.com/jessewldn/status/883164863438213121)  2017-07-07T03:24Z 54K followers, [--] engagements


"Tonights Ethereum NYC meetup: Cryptocurrency & Consumer Media will be live streamed here: https://x.com/jessewldn/status/898177094135558144 https://livestream.com/SpotifyNYC/EthereumNYC Excited to host a consumer media edition of Ethereum NYC @Spotify HQ featuring @LivepeerOrg @kin_foundation and more https://t.co/MeRs1SOICv https://x.com/jessewldn/status/898177094135558144 https://livestream.com/SpotifyNYC/EthereumNYC Excited to host a consumer media edition of Ethereum NYC @Spotify HQ featuring @LivepeerOrg @kin_foundation and more https://t.co/MeRs1SOICv"  
[X Link](https://x.com/jessewldn/status/905849621225844736)  2017-09-07T17:45Z 54.1K followers, [--] engagements


"A recording of the NYC Ethereum meetup on Cryptocurrency and Consumer Media is now live here: https://x.com/masrod/status/905940440561713152 https://youtu.be/-40W4BRFGtE At the NY #Ethereum Meetup - fireside with @jessewldn and @ted_livingston talking about Kin @kin_foundation https://t.co/j1Ch8fplbh https://x.com/masrod/status/905940440561713152 https://youtu.be/-40W4BRFGtE At the NY #Ethereum Meetup - fireside with @jessewldn and @ted_livingston talking about Kin @kin_foundation https://t.co/j1Ch8fplbh"  
[X Link](https://x.com/jessewldn/status/907261073811800064)  2017-09-11T15:14Z 54.1K followers, [--] engagements


"@team_slava @myles_snider @multicoincap @TusharJain_ @KyleSamani Is this unique to DPOS or all POS"  
[X Link](https://x.com/jessewldn/status/969630970549764096)  2018-03-02T17:50Z 55.4K followers, [--] engagements

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