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Social Graph Ventures
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Social Graph Ventures
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$ZORA: The Thesis, and What’s Playing Out Now
When we first published this memo internally, $ZORA had just launched. The token was dropping fast. The narrative wasn’t clear. But...
Social Graph Ventures
Jul 21
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Social Graph Ventures
Oct 14
Cycle Snaps (10/14): Morpho V2 Vaults, Stablecoin Developments, and Market Volatility
Key TakeawaysInstitutional DeFi acceleration: Morpho Vaults V2 surpassed $12B TVL, powering Coinbase’s 10.8% USDC lending, signaling growing institutional adoption of on-chain yield infrastructure.Prediction markets update: ICE committed $2B to Polymarket and Kalshi raised $300M at a $5B valuation.Cultural close for NFTs: Larva Labs’ Quine auction capped its Art Blocks era, with 477 pieces selling for up to 9.45 ETH ($38.7K).Stablecoin boom and experimentation: Global stablecoin supply jumped...
Social Graph Ventures
Oct 10
From Stablecoins to Tokenization: The Next Meta in Global Finance
Stablecoins have been crypto’s dominant narrative, powering DeFi, giving currencies a 24/7 programmable life, and bridging onchain and offchain economies. As stablecoins mature into infrastructure, a new meta is quickly emerging: asset tokenization. Tokenization is racing to the center of global finance, promising to make every stock, bond, fund, and collectible tradable onchain. The vision is simple; fractionalized, liquid assets programmable for any use case. Analysts project that tokenized...
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Social Graph Ventures
Oct 3
Cycle Snaps (10/3): Cycle Snaps (10/3): Uptober Flows, Perp Wars, and Larva Lab's "Quine"
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Social Graph Ventures
Sep 26
Cycle Snaps (9/26): Prediction Markets, Social-Token Launchpads, and Stablecoin Surges
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Social Graph Ventures
Sep 19
Cycle Snaps (Sept 19): Ethereum Upgrades, AI-Payments, and Infra Shifts
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Social Graph Ventures
Sep 12
Cycle Snaps (Sept 12): USDH, Embedded Wallets & Tokenized Stocks
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Social Graph Ventures
Sep 10
From College Thesis to Paris Hilton
At Social Graph Ventures, we view founders like professional athletes. Each founder has a process and know how to iterate to success...
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Social Graph Ventures
Sep 5
Cycle Snaps (Aug 30): Sports, Stable L1s and Hyperliquid
This week, we spotlight sports bets, Stripe’s stealth L1 move, Hyperliquid’s precision engine, consumer experience in gaming, and prosumer tooling. While the rails keep consolidating. SubscribeSports markets deep dive ICYMI: we released our latest analysis on sports betting markets. Check it out on Twitter. Read hereHyperliquid keeps delivering Using August-annualized cash flows, HYPE trades at ~14× P/E while showing massive growth15.4% average month-over-month fee growth 121.2% fee increase ...
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Social Graph Ventures
Sep 4
Sports Betting (The OG prediction markets)
Crypto Fixes This (?)“A study on NFL bettors from the 2023 - 2024 season [found that] 87% of bettors accounted for a total of 1% of sportsbook revenue, which means that the vast majority of bettors are able to play safely. Then there's that other percent of players, like 3% of players that account for like 80%+ of revenue. Some of them are really rich and good for them - they can spend their money however they want. Some of them are not really rich and their dopamine pathways are rewired...
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Social Graph Ventures
Aug 29
Cycle Snaps (29 Aug): Crypto Consolidation Phase
Kraken doubles down on prosumers. Prediction markets stay hot. Hyperliquid sets the benchmark in decentralized exchange efficiency. And LayerZero consolidates one of the most important bridging protocols onchain. Here’s what we’re tracking. SubscribeKraken acquires Capitalise.ai, a no-code trading platform Capitalise is a prosumer-focused platform that lets users automate trading strategies with no code. This is another signal that the prosumer market is a prime segment. Capitalise joins Krak...
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