Joined July 2009
566 Photos and videos
Varun Deshpande retweeted
Jun 12
Why do founders choose Alliance over others? We’re backed by Founders Fund, Jump, Jane Street, Hudson River Trading, Susquehanna, and many of the sharpest investors and founders in tech and finance. Our focus is frontier tech, where finance, crypto and AI intersect. We’ve built a network designed to help our founders win. We’re not a startup factory. We’re not funding hundreds of companies per batch. We select 20–30 teams and spend our entire time working on the hardest problems we can solve. We operate our program as one unit, one family. We’re New York City first. We believe New York has a unique advantage for founders density, ambition, culture, talent, and diversity of thought. It’s a city that rewards builders and challenges out of box thinking. Less groupthink. We’ve helped our founders achieve unicorn status and win, you’ll have a strong network of alumni teams to learn from like Rain, Pendle, Debridge Kamino, USDai, Pump, Ostium, 0x and others. If you’re looking to build something that matters and want to win, apply to Alliance.
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Elon’s net worth will now move daily by an Ambani
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Varun Deshpande retweeted
Toughest truth I've had to learn: growth is directly correlated to the amount of pain you can take.
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Varun Deshpande retweeted
Anyone building software today, is in the import business. You buy raw intelligence wholesale, priced in tokens, from a handful of suppliers. You import it in narrow, specific ways and re-export it as the outcome your customer actually wants.
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Varun Deshpande retweeted
Brilliant 👏 👏👏 see this in startups all the time but this a profound idea and articulation 🔥
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AI slop continues to takeover social feeds across all formats - text, photos and short videos. Live streaming is the mega trend to watch out for in UGC content as people crave human only content. Streaming is already big but the real inflection is yet to come.
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This is the perfect time to build in crypto. Apply for Alliance, the YC of Crypto.
Less than 24 hours left to apply, get $500,000 and prove everyone wrong → alliance.xyz
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A mega AI to crypto rotation is coming this decade imo. Hugely profitable AI companies will be blamed by politicians for job losses and wealth disparity. This results in increased anti AI policies, token taxs and COVID era stimis. AI companies will get rerated and increased money printing will result in bitcoin blowing past ATHs to $500k
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Varun Deshpande retweeted
Replying to @romlib_
Crypto is a legit and indeed inevitable technology. Usually such things are net positive.
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Hyperliquid
Let me take a different view. Crypto's killer app is in plain sight. It's called Binance. Not just the exchange but the product suite. Recreating a non custodial binance with cross chain support can be a killer app for any chain. Ethereum is likely to win this @gautamchhugani
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Varun Deshpande retweeted
Co-founder and CEO of Stripe’s advice to ambitious people:
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Varun Deshpande retweeted
As we invest in more AI-native startups, it’s so clear that builders from the prior era are used to very bloated teams and slow pace. Most scaled startups are adapting too slowly Founders growing up in this AI cycle are building very lean teams and moving super fast 🚀 #GetLeanOrGoHome
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Varun Deshpande retweeted
PropAMMs are a defining primitive for permissionless market structure that can not only provide comparable execution to centralized venues but outcompete them entirely ! We are excited to see this primitive scale across various assets and expand on-chain economy. Learn more - an excellent post by @maherlatif_& @d_gerhardstein ...
1/ PropAMMs and the Next Chapter of Permissionless Market Structure For years, onchain trading won on access, lost on execution. Some feel better performance requires moving backwards to centralized systems PropAMMs on @solana are proving permissionless can outcompete centralized
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The last shift in trading was desktop to mobile. Apps like Robinhood made it simple and accessible. Now a new cohort is emerging, the terminally online. They live on desktop and need sophisticated tools and dense information. Most products haven’t caught up yet.
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Varun Deshpande retweeted
The PIKA treasury has quietly opened up alt revenue channels and done $85K in pack sales since launching end of Nov Started at zero. Today $50K in PSA graded Pikachu cards held. Asset velocity doing the work Just careful curation compounding the treasury by itself 1,750 packs ripped. Ultimate Pikachu Pack is one of the top creator led packs on @Phygitals by every metric. The vault holds some of the rarest cards in existence. Van Gogh Pikachu PSA 10. Card Festa #061. Japanese city edition promos. Burgerchu. All onchain. All in one place Met some of the most passionate Pikachu collectors along the way. @TortitaTrades posts every single day about their collection. The rabbit hole goes deep when you find your people @dachshundwizard @0xDamien The pathway to a million dollar Pikachu treasury is not a dream anymore. Built around the most recognised character on earth for 30 years running ⚡水
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RT @nic_carter: It should be pretty obvious at this point that AI is a "force multiplier" not a "labor substitute". It helps experts be b…
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X feed has gotten significantly better lately including the ads. Seems like a clear result of tackling the hard problems head on like rewriting the feed algo. The Elon playbook.
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Varun Deshpande retweeted
The reallocation of resources from sora to tbpn says everything about where content is going... Elite human media will win AI Slop will go to zero
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Varun Deshpande retweeted
i believe that in the attention markets space there's only going to be one winner this isn't like perp dexes where infra and liquidity create moats what wins is: who lists the most relevant markets fastest, who builds the best social features around them, and who makes the experience feel native to how people already consume trends the platform that becomes the place where you instinctively go to check what's trending (and then trade it) wins everything execution speed is the only moat and whoever moves fastest captures the habit loops
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Varun Deshpande retweeted
A CEO from one of our portfolio companies shared this with their team. I’m re-sharing it with their permission, because it resonated and reflects what all founders and CEOs should be communicating. -- We are living through a period of compounding change. And in moments like this, the biggest risk is no longer making the wrong decision. It is moving too slowly while the world moves around you. There are two paths. We can play defense: - Protect what we have - Optimize what works - Wait for clarity It feels safe. It isn’t. Or we can play offense: - Learn faster than the environment changes - Use new tools to solve old problems in better ways - And create entirely new strategies and businesses That’s where the opportunity is. Challenge yourself to do things faster and better than you have ever attempted. Stay uncomfortable. Stay on the front foot.
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