Investment Thesis
Investing in the ownership economy at Variant Fund. Focuses on projects that shift value capture from platforms to users through token-based models.
What Excites Them
User-owned networks, token-based incentive alignment, consumer crypto products, decentralized social and content platforms.
What They Pass On
Products without consumer appeal
How to Pitch
Alana is sharp on token economics and value capture. Frame your project in terms of Variant's ownership economy thesis — how do users capture value? Show a clear path from current product to genuine user ownership.
Notable Writing
Stablecoins represent the killer app for crypto, with real usage exceeding speculative trading.
Public investment memos explaining Variant's ownership economy thesis in practice.
Podcast Appearances
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Key Quotes
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Background
Investor at Variant Fund. Previously at a16z crypto on the deal team. Deep understanding of crypto venture investing and the ownership economy thesis. Strong analytical background applied to evaluating token-based business models.