Jesse Walden (Variant)
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Jesse Walden (Variant)
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In this episode of Inside the Hutt, Brooke Pollack speaks with Jesse Walden, founder of Variant, a seed-stage crypto investment firm. Jesse shares his journey from founding Mediachain to launching Variant, highlighting his focus on the ownership economy and regulatory clarity in crypto. He explains Variant’s barbell strategy of early-stage and liquid investing, insights on vertical integration, and their team’s legal-forward approach. Jesse also covers evolving opportunities in DeFi, NFTs, and why he believes crypto is still early in its adoption cycle—especially in the U.S. market.
Key Points From This Episode:
Jesse Walden’s background, founding Mediachain, and transition from Spotify to A16Z.
Founding Variant and its origin as a seed-focused crypto fund with a distinct ownership thesis.
Variant’s evolution, team structure, and strategic decision to remain lean.
Importance of legal and regulatory infrastructure, including internal policy expertise.
Original ownership economy thesis and how it’s held up over time.
Regulatory shifts in the U.S. and potential impact of the market structure bill.
Founder behavior in anticipation of upcoming SEC rulemaking.
Liquidity strategies and long-term approach to token investments.
Current investment themes across DeFi, infrastructure, AI, and consumer.
Investment logic behind L1s and L2s, and vertical integration trends.
Thoughts on corporate players launching blockchains (Stripe, Coinbase, etc.).
Investment in Blockaid and the opportunity in crypto security.
Hype vs. reality in categories like prediction markets and stablecoins.
Why DeFi remains underappreciated despite stablecoin traction.
Long-term vision for NFTs and their infrastructure layer role.
Jesse’s views on competition, Variant’s positioning, and platform differentiation.
Ongoing importance of policy support even with regulatory clarity.
Links
Jesse Walden on LinkedIn: https://www.linkedin.com/in/jessewalden
Variant: https://variant.fund/
Brooke Pollack on X: https://x.com/bhpollack
Brooke Pollack on LinkedIn: https://www.linkedin.com/in/brookepollack/
Hutt Capital: https://www.huttcapital.com/