Alana Levin @AlanaDLevin Twitter profile

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Alana Levin

@AlanaDLevin

2 months

For the record, I love cold DMs

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Alana Levin

@AlanaDLevin

2 years

NFTs may actually make a lot of sense for the restaurant industry (thread)

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Alana Levin

@AlanaDLevin

2 years

A thread on Arweave: data, comparisons, and things I find interesting

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Alana Levin

@AlanaDLevin

2 years

A thread on Helium: data, comparisons, and things I find interesting 🎈

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Alana Levin

@AlanaDLevin

1 year

Crypto feels contrarian again

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Alana Levin

@AlanaDLevin

1 year

NFTs could make a lot of sense as affiliate links (thread)

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Alana Levin

@AlanaDLevin

2 years

A useful mindset shift: from "what does it solve" to "what does it enable?" Example: Smartphones made calls incrementally better than flip phones (a slight "solution"). Smartphones *enabled* an entirely new set of companies - like Uber, Venmo, and more

cdixon.eth

@cdixon

2 years

When someone says “What problem does it solve?” what they really mean is “Can you make the problems it solves more skeuomorphic?

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Alana Levin

@AlanaDLevin

2 years

Finally, if you liked this thread, please let me know! I've been thinking a lot about how NFTs can be used as new business models (beyond art & music) and would be happy to write more if people seem interested

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Alana Levin

@AlanaDLevin

2 years

A thread on The Graph: data, comparisons, and things I find interesting

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Alana Levin

@AlanaDLevin

2 years

I’m thrilled to announce I’ve joined @variantfund as an Investment Partner! I’ll be working alongside @jessewldn , @ljin18 , @spencernoon , the rest of the team, and our incredible portfolio companies

Joining Variant: Alana Levin

My journey into crypto and why it was time to go all-in at Variant

variant.fund

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Alana Levin

@AlanaDLevin

2 years

A thread on Zcash: data, comparisons, and things I find interesting

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Alana Levin

@AlanaDLevin

4 months

Are you based in NYC? Do you like tacos? Do you often find yourself working but lonely after 6pm? If yes, @sonofalli and I have THE EVENT FOR YOU The first (of many) Taco Tuesday(s), 6pm on Tuesday 1/16 at the Variant office Not a happy hour. Not a party. An evening coworking…

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Alana Levin

@AlanaDLevin

2 years

New essay! Designing Governance Tokens I laid out a 3-step framework for teams to think through their governance token design At the crux of the design: should governance tokens be bought or earned? Well, it depends...

Designing Governance Tokens - by Alana Levin

Many web3 projects adopt a one-size-fits-all governance model. Token designs should be much more context-driven.

variant.fund

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Alana Levin

@AlanaDLevin

3 years

How to build a strong reputation, grow your network, and increase opportunities: 1990s: writing 2000s: writing 2010s: writing 2020s: writing

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Alana Levin

@AlanaDLevin

2 years

What are things you can do with tokens? Some ideas:

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Alana Levin

@AlanaDLevin

3 months

. @farcaster_xyz just released Frames, the biggest composability innovation crypto's seen since... well, let's just say in awhile If you're based in NYC, come hack on Frames this weekend; we'll provide the space + the coffee! Register here: only…

NYC Frame Hackathon · Luma

Farcaster just released Frames, the biggest composability innovation crypto's seen since... well, let's just say in awhile. If you're based in NYC, come hack…

lu.ma

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Alana Levin

@AlanaDLevin

11 months

Thesis remains intact - More efficient global payment rails that democratize access to capital is good - The ability to prove/verify ownership is good - Expanding the set of what is ownable (eg onchain media) + letting people *choose* whether they value that ownership is good

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Alana Levin

@AlanaDLevin

2 years

One of the big questions facing teams building zk infra is which to decentralize first: the prover or the sequencer? There are a number of good arguments for both sides; I’ll do my best to lay out some of the trade-offs below 👇

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Alana Levin

@AlanaDLevin

8 months

Feels underrated how much @OffchainLabs @arbitrum has shipped in the past 3-4 months *alone* - Arbitrum Orbit - BOLD dispute protocol - Stylus - Partnership with XAI to continue building out app-layer use cases - Integration with @EspressoSys (in what I believe is the first…

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Alana Levin

@AlanaDLevin

1 year

NFT MEV is the next big thing Yesterday I published a piece in collaboration w/ Frontier Research outlining the landscape and how understanding MEV can help projects capture more value. Today, I’m breaking it down with a digestible recap Full piece:

The NFT MEV Landscape

This post explores a taxonomy of NFT MEV strategies and how those strategies are likely to evolve alongside future NFT infrastructure.

frontier.tech

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Alana Levin

@AlanaDLevin

1 year

Cross-chain order flow auctions are an emerging & exciting area of blockspace infrastructure I wrote about some of the ways I think they’ll be built, as well as what implications these new mechanisms might have on broader market dynamics

Cross-Chain Order Flow Auctions

Cross-chain order flow auctions are an emerging and exciting area of blockspace. Read about some of the ways I think they’ll be built, as well as what implications these new mechanisms might have on...

variant.fund

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Alana Levin

@AlanaDLevin

2 years

On-chain identity primitives are going to be the foundation of web3 social, lending, and more But today, it's still early. As they continue to develop, I think two categories will form the foundation of this new category: 1. Things you've done 2. Things you own (thread)

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Alana Levin

@AlanaDLevin

2 years

NFTs for restaurants could create: 1. Market liquidity for reservations 2. Dynamic pricing 3. Potential sentimental value

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Alana Levin

@AlanaDLevin

1 year

The NFT MEV Landscape New piece covers: + How the NFT market structure differs from fungible tokens + Types of NFT MEV today + MEV unique to NFTs + Opportunities for infra + A peak into where I think the NFT landscape is headed In collab w/ Frontier:

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Alana Levin

@AlanaDLevin

5 months

I get the question "but why does this application *have* to leverage web3?" all the time So, I wrote a piece to answer just that Short-term, applications that leverage crypto under the hood may look fairly skeuomorphic - benefiting from more efficient financial rails, new…

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Alana Levin

@AlanaDLevin

3 months

4 layers in the Farcaster stack 1. Onchain (OP / Eth mainnet) - ENS, storage 2. Offchain (Farcaster protocol) - fnames 3. Clients - e.g. @warpcast_ , @supercast 4. Headless - e.g. @bountycaster , frames Headless feels like the biggest unlock

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Alana Levin

@AlanaDLevin

3 months

This is probably the highest velocity of quality early stage deals I’ve seen since becoming a VC (July 2022) Tons of activity from the Farcaster community, payments plays, new depin networks, interesting physical<>digital products, and more

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Alana Levin

@AlanaDLevin

2 years

One emerging use case for NFTs is (an evolution of) ticketing Buying an NFT can get often the owner backstage access at concerts, an invite to a party, or VIP treatment - all essentially forms of tickets

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Alana Levin

@AlanaDLevin

2 years

When to Launch a Token 👇

When to Launch a Token

Launching a token too early risks skewing product-market fit. Releasing too late might leave the project chasing its peers.

variant.fund

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Alana Levin

@AlanaDLevin

5 months

Top sources of gas consumption on Ethereum in the past 1 month 1. Uniswap 2. Maestro (tg bot) 3. Banana Gun (tg bot) 4. Tether 5. Starknet 6. zkSync 7. Arbitrum 8. Oneinch 9. Linea 10. Metam*sk 40% defi 40% L2s 20% tg bots Data from @artemis__xyz (Blur and OpenSea are #11 …

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Alana Levin

@AlanaDLevin

2 years

NFTs might fix this. NFT-ing reservations creates a re-sellable ticket, which enables: 1. The restaurant to more easily charge an upfront deposit (i.e., secure some cash flows from the spot) 2. Reserving parties to avoid losses if they aren't able to attend

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Alana Levin

@AlanaDLevin

2 years

One framework for thinking about token design: how core to the product is it? (short thread)

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Alana Levin

@AlanaDLevin

3 months

Builder energy is clearly back. Quick recap of the Frames hackathon yesterday at the @variantfund office in NYC Some of the highlights - 50 people hacking in person, hundreds online - @eth_call with a super helpful frames demo - A bunch of awesome frames built (see thread) -…

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Alana Levin

@AlanaDLevin

7 months

Thrilled to announce that Variant co-led @blockaid_ 's Series A

Investing in Blockaid: Protecting Users Onchain

Variant co-led Blockaid's Series A because web3 has to be safe for all users, and this is the 'Seal Team Six' of security.

variant.fund

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Alana Levin

@AlanaDLevin

2 years

I wrote a thread yesterday on restaurants, reservations, and NFTs. A couple (very valid) criticisms worth addressing: 1. Why blockchain? 2. What about scalpers?

Alana Levin

@AlanaDLevin

2 years

NFTs may actually make a lot of sense for the restaurant industry (thread)

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Alana Levin

@AlanaDLevin

2 years

Now imagine a party had listed their NFT for sale earlier in the day, knowing there was little chance they'd make it to dinner. The two customer groups - the buyers + the sellers - could both benefit: one recoups their deposit and the other gets a last-minute spot. Win-win

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Alana Levin

@AlanaDLevin

5 months

If you're in NYC, come to Tompkins Square Bagels on 17th St tomorrow! 9-10:30am Good food and good folks PLUS will be giving out @daimo_eth invites at the event so I can use crypto rails to reimburse people for their breakfasts! (s/o @nibnalin for being the 🐐)

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Alana Levin

@AlanaDLevin

1 year

Movie tickets should be NFTs (short thread)

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Alana Levin

@AlanaDLevin

2 years

Does crypto improve distribution for creators? Maybe, maybe not (thread)

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Alana Levin

@AlanaDLevin

3 months

New Essay: New Opportunities in the Farcaster Stack The tldr: "When you're offered a seat on rocket ship, don't ask what seat." Farcaster is a rocket ship. Starting a company in the ecosystem is, in effect, building your own seat. Link in next post

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Alana Levin

@AlanaDLevin

2 years

5 sources of defensibility in web3 that matter (thread)

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Alana Levin

@AlanaDLevin

2 years

. @ptrwtts is probably one of the most underrated thinkers in crypto

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Alana Levin

@AlanaDLevin

10 months

I would use an app where, when you take a pic, it automatically mints it onchain Mint memories

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Alana Levin

@AlanaDLevin

1 year

Over the past several months, Variant has purchased a number of Nouns. We're excited to be new community members -- here's why:

Jesse Walden

@jessewldn

1 year

Pro Nouns

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Alana Levin

@AlanaDLevin

4 months

Broke: predictions for next year Woke: predictions for the next *5* years Some things I think are directionally true over the next 5 years: • A new cohort of orchestration businesses emerge to coordinate between different stablecoins • Adoption of crypto payments will be…

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Alana Levin

@AlanaDLevin

2 years

In web3, where is the money coming from? Applies to NFTs, gaming, and more… (thread)

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Alana Levin

@AlanaDLevin

2 years

Benefit #3 : Sentimental value After dining, the NFT could transform into a POAP - a token of the experience, in the same way one might save a cork from a bottle of wine shared with friends Regular reservations can't do this, but NFTs can

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Alana Levin

@AlanaDLevin

2 years

And this wouldn't be the first time restaurants have used a ticketing system @nickkokonas successfully pioneered a ticketing model with Alinea. He noted many similar benefits in an episode of Founder's Field Guide with @patrick_oshag (worth a listen!)

Nick Kokonas - Know What You Are Selling

Nick is the CEO of Tock and co-owner of some of the world’s best restaurants & bars: Alinea, Next, and The Aviary. We cover misconceptions of starting a restaurant, improving the profitability of any...

www.joincolossus.com

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Alana Levin

@AlanaDLevin

1 year

Scaling is not the infra bottleneck in crypto The next wave of game-changing infra will unlock new user behaviors and business models that drive adoption. Some infra ideas I’m thinking about:

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Alana Levin

@AlanaDLevin

1 year

DEX volumes on Ethereum, past 3 years DeFi is resilient, performs under stress, & works

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Alana Levin

@AlanaDLevin

10 months

UniswapX was staring us in the face all along

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Alana Levin

@AlanaDLevin

2 years

This is great for customers Ever been in a city (say, NYC) on a Saturday night and wanted to go out to dinner, but no restaurants had spots? That doesn't mean every spot was full - some parties could have canceled last minute, but the restaurant wouldn't have known ahead of time

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Alana Levin

@AlanaDLevin

2 years

Reservations are a lot like tickets: 1. There are marketplaces for these "tickets" (OpenTable :: Ticketmaster) 2. There's often a limited number of spots

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Alana Levin

@AlanaDLevin

2 years

Just published my first @viamirror post! It's on Bowie Bonds - how they were an early version of creator tokens and what they can teach us about token design/incentive alignment Such a seamless publishing experience cc: @patrickxrivera @strangechances

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Alana Levin

@AlanaDLevin

10 months

I’ve been trying to reason about the incentives of stakeholders within the Superchain, and I keep coming back to them all seeming at odds w/ each other This is a genuine attempt to better understand the evolving architecture + hopefully figure out where my perceptions are wrong!

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Alana Levin

@AlanaDLevin

2 years

A very real use case for web3 is that is enables us to experiment, iterate, and innovate on governance structures (short thread)

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Alana Levin

@AlanaDLevin

8 months

Currently underrated: the steady growth in @ourZORA 's Zorachain throughout the summer

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Alana Levin

@AlanaDLevin

2 years

Zcash had its best month ever in June, with by far more fully shielded transactions than any month prior

Alana Levin

@AlanaDLevin

2 years

A thread on Zcash: data, comparisons, and things I find interesting

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Alana Levin

@AlanaDLevin

2 years

New fund 😎, bigger team 🚀, same dedication & relentless commitment to supporting founders building out the user-owned web 🤝 Could not be more excited to be a part of the stellar group @variantfund !

Variant Fund III: Backing the user-owned web

Variant has raised $450 million to invest in builders of the user-owned web, including both a $150M seed fund and a $300M opportunity fund.

variant.fund

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Alana Levin

@AlanaDLevin

2 years

Yet reservations are different from tickets in that most currently don't require any sort of upfront payment and there's very little differentiation in pricing (e.g., Saturday night vs. Friday midday) But what if reservations were more like concert tickets? NFTs could help…

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Alana Levin

@AlanaDLevin

2 years

These NFTs don't have to be expensive - they could easily go for $20, not $2k. (Importantly, that means gas costs would have to be negligible - so either built on a low-fee blockchain OR wait until eth L2s are ready)

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Alana Levin

@AlanaDLevin

2 years

Admittedly, suggesting this is a good use case for NFTs might be a hammer looking for a nail But it could actually be a good idea, for all of the reasons above (certainty for the restaurant, dynamic pricing, a market for unused reservations, sentimental value, etc.)

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Alana Levin

@AlanaDLevin

2 years

Benefit #1 : Market liquidity How many times have you made a reservation, only to cancel last minute? It's annoying for both you and the restaurant. And if you had to put down a deposit, that's money down the drain

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Alana Levin

@AlanaDLevin

3 months

Excited to announce that Variant has led a seed round for @gevulot_network , a new decentralized marketplace for zero knowledge proofs

Investing in Gevulot: A Performant Market for Zero-Knowledge Proofs

Access to cheap, performant, and reliable zkp generation will soon become imperative for developers. That’s why Variant has led a seed round in Gevulot.

variant.fund

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Alana Levin

@AlanaDLevin

2 months

My hope is that this cycle brings in some killer ticketing founders Ex-Eventbrite, Seatgeek, Fandango, etc. If you have any friends that fit these personas, and need to persuade them that crypto x ticketing (and entertainment more broadly) is a big opportunity, ping me -…

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Alana Levin

@AlanaDLevin

2 years

What are ways to distribute tokens? Many options exist, and different mechanisms optimize for different things. A deep dive:

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Alana Levin

@AlanaDLevin

5 months

Would be cool if in @blackbird_xyz there was a way to pre-fund / gift your friends’ accounts Eg send them a “drinks on me” type of gift for their bday, the holidays, etc Crypto element (besides maybe payments) is it could be minted as an nft, storing the memento forever

Jesse Walden

@jessewldn

5 months

best crypto holiday gift for the fam?

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Alana Levin

@AlanaDLevin

8 months

One hurdle with crypto applications is that the initial action typically requires having and/or spending money. There's often no "freemium" or "just browsing" mode What if rollups used some of their sequencer profit to sponsor users' first actions on an app? Could leverage…

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Alana Levin

@AlanaDLevin

2 years

One of my goals for 2022 is to get more friends learning about crypto. A core part of my strategy for onboarding? Show them how they can earn crypto for free: - @trylolli - @rabbithole_gg - @layer3xyz - @coinbase earn

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Alana Levin

@AlanaDLevin

10 months

EthCC this year felt fairly infra-oriented, but it's not the same part of the infra cycle as last year Last year the meta was around infra for scaling. This year, it felt much more oriented around infra to improve UX That's exciting, b/c UX improvements lead to better apps (!)

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Alana Levin

@AlanaDLevin

2 years

By making seats biddable, NFTs enable restaurants to see how much customers value a table at a given time/day

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Alana Levin

@AlanaDLevin

2 years

"But doesn't this just add to the total cost of going out to eat?" Well, it doesn't have to. The amount paid for the NFT could be used as a credit toward the meal. The only time the customer loses money is if they buy the NFT (reservation) and then don't attend

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Alana Levin

@AlanaDLevin

2 years

New post: Dynamic Delegation - ideas for new governance models "Governance is one area where it’s difficult to test or change existing structures. The fact that DAOs are new provides opportunity for such experimentation."

Dynamic Delegation

The United States operates under a system of representative democracy. Constituents vote for Congresspeople, who in turn will vote on issues of governance. But when a citizen votes for a representa...

www.backoftheenvelope.xyz

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Alana Levin

@AlanaDLevin

2 years

Whenever my sister and I came home from college, there was a Mexican restaurant in our town we would always go to. It was a tradition for us. I'd value having a digital record/display of every time we visited - it's about the memories more than it is about the tech

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Alana Levin

@AlanaDLevin

1 year

Variant voted against Nouns Prop 248

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Alana Levin

@AlanaDLevin

5 months

Almost every 12-17 yo is looking for extra ways to make money But <18 is too young for most to enter the workforce in a serious way, yet old enough to want extra spending $ I'm convinced web3 is a big unlock: make it easy to create / contribute onchain, and start earning. Even…

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Alana Levin

@AlanaDLevin

10 months

Where do L2 network effects come from? What makes an L2 sticky? Some thoughts 👇

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Alana Levin

@AlanaDLevin

2 years

Benefit #2 : Dynamic pricing, which ties into market liquidity Restaurants probably know a Saturday night dinner reservation is more popular than a Tuesday lunch reservation. But how much more popular is hard to quantify

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Alana Levin

@AlanaDLevin

4 months

It's time to try (product-led) micropayments again Why now? -- The % of content paywalled is probably going to increase over the coming years, esp. to protect against AI scraping -- AI agents are new buyers on the internet. They're willing to $0.03 per piece, for billions of…

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Alana Levin

@AlanaDLevin

3 months

Each day, I'm going to highlight my 3 favorite frames! Today's picks are: 1. Girl scout cookies (ofc) - h/t @christopherwxyz @thisiszinger @brianjckim 2. Degen Frame - h/t @jj_ranalli 3. Appraise your FID - h/t @hi_im_nico Linking them below, DM me if you've got a cool frame…

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Alana Levin

@AlanaDLevin

1 year

Hypothesis: Centralized sequencer --> company captures value from fees Network of sequencers --> token captures value

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Alana Levin

@AlanaDLevin

28 days

. @ourZORA

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Alana Levin

@AlanaDLevin

3 months

Some fun updates! - huge ty to @base for providing pizzas to feed the builders - both @base and @ourZORA have open bounties for prizes (not exclusive to the hackathon!) - @eth_call will be there to help / give a Frames demo Also, download the @blackbird_xyz app ahead of time;…

Alana Levin

@AlanaDLevin

3 months

. @farcaster_xyz just released Frames, the biggest composability innovation crypto's seen since... well, let's just say in awhile If you're based in NYC, come hack on Frames this weekend; we'll provide the space + the coffee! Register here: only…

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Alana Levin

@AlanaDLevin

11 months

Genuine question: what is the best argument for why Optimism's Superchain doesn't just play out as Cosmos 2.0 Phrased another way: does the Superchain create some network effect that Cosmos/IBC couldn't?

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Alana Levin

@AlanaDLevin

7 months

Thoughts on the crypto security stack – what it looks like, where gaps remain, and ideas I'd love to see built

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Alana Levin

@AlanaDLevin

1 year

Variant is hiring for another Infra Investment Partner! If spending time on areas like ZK, MEV, & novel protocol/consensus designs- while working closely w/ many of the most impressive founders in crypto- sounds like you, then I highly recommend applying!

Careers – Variant

Help us build the next generation of the web.

variant.fund

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Alana Levin

@AlanaDLevin

2 years

This is also an area a third-party could provide a lot of value-add by designing, aggregating, and listing reservation NFTs. Services that help restaurants with the logistics (like OpenTable) and let restaurants focus on being restaurants can be incredibly useful

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Alana Levin

@AlanaDLevin

2 years

Reframing my mindset from “this new subject is really hard” to “I don’t find this interesting yet, so I just need to find what makes it interesting” has helped me immensely with learning hard things

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Alana Levin

@AlanaDLevin

8 months

Friendtech isn't a social network, it's an information market

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Alana Levin

@AlanaDLevin

9 months

Would have been super cool if @Barbie had leveraged compressed NFTs to reward opening weekend moviegoers Show a QR code at screening (eg via @TipLinkOfficial ), users scan + receive a "digital collectible" with a few lucky winners getting tickets to stay in the @Airbnb Barbie…

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Alana Levin

@AlanaDLevin

1 year

Every person has their own unique relationship with restaurants I wrote about mine, and why @blackbird_xyz makes me more excited to dine out

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Alana Levin

@AlanaDLevin

2 years

Arweave is a decentralized data storage protocol. Storage is permanent and the protocol employs a “pay-once store forever” model The ecosystem has been growing massively: from ~35 applications built using Arweave storage in October to ~65 just 3 months later

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Alana Levin

@AlanaDLevin

2 years

Two really interesting charts in crypto right now: 1. Helium hotspots 2. Arweave data uploads

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Alana Levin

@AlanaDLevin

11 months

This is a great episode with arguably the highest actionable-advice-per-minute radio I’ve heard in awhile Major h/t @sriramk @aarthir @omooretweets @kirbyman01

EP 49: How To Be A Venture Capitalist featuring Olivia Moore and Bryan Kim from a16z

Listen to this episode from The Aarthi and Sriram Show on Spotify. 0:00 Intro 9:10 How do you become a VC 18:27 Do VC understand what Founders go through 21:33 How to build a network 26:50 Day-in-L...

open.spotify.com

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Alana Levin

@AlanaDLevin

2 years

3 great essays from the crypto archives: 1. @jessewldn 's Layers of Blockchain Computing 2. @fredwilson 's Rare Pepe 3. @jmonegro 's Cryptonetwork Governance as Capital

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Alana Levin

@AlanaDLevin

2 years

Crypto Marc Andreessen 🤝 Block chain

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Alana Levin

@AlanaDLevin

2 years

Toying with the idea that token incentive programs can create more *sustainable* growth if those tokens have some rights to a share of the revenue (from the project issuing the token) (short thread)

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Alana Levin

@AlanaDLevin

7 months

I take it back

Alana Levin

@AlanaDLevin

8 months

I kind of love rainy NYC

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Alana Levin

@AlanaDLevin

2 years

Infra areas I find especially interesting: 1. Crypto-native solutions for tx security & retribution 2. ZK tech for bridging 3. Blockchains experimenting with fee sharing across different layers of the stack 4. Expansion of the Sealevel VM ecosystem 5. New incentive designs

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Alana Levin

@AlanaDLevin

2 years

Bundlr may have sparked a lot of this growth. Launched in October, it enables users to pay for Arweave storage with non-Arweave tokens – Bundlr swaps those tokens to $AR on the backend and conducts the payment transaction with Arweave. Monthly transactions are up ~16x

3

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46

Alana Levin

@AlanaDLevin

2 years

Genuine question: if you register an ENS domain (say, for 5 years), do you own that domain or are you renting it? In other words, does ownership require infinitude?

17

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