@socialgraphvc has good seats in consumer crypto, here's what we've seen recently:
Clanker was Beliefs but too early
Warming up on $ZORA, doing 2% fees on 3–30M daily volume, and virtually no Tiktok presence yet
Pokemon TCG market is gigantic, and growing, people are buying more cards now than ever. Happy to back a team here
+ more...
All linked in cast
https://paragraph.com/@socialgraphventures/cycle-snaps-1
taydotfun
Commented 2 weeks ago
would love to hear more of your thoughts on why beliefs succeeded over clanker. think it was simply bc beliefs came out while crypto (eth/sol/btc) was up?
David @SGV
Commented 2 weeks ago
I’d say 3 fundamental differences:
1/ Twitter > Farcaster
2/ web2 Founders > web3 founders
3/ Solana > EVMs
These three just made the growth and audience for them 100x larger!
gm
@socialgraphvc has good seats in consumer crypto, here's what we've seen recently: Clanker was Beliefs but too early Warming up on $ZORA, doing 2% fees on 3–30M daily volume, and virtually no Tiktok presence yet Pokemon TCG market is gigantic, and growing, people are buying more cards now than ever. Happy to back a team here + more... All linked in cast https://paragraph.com/@socialgraphventures/cycle-snaps-1
would love to hear more of your thoughts on why beliefs succeeded over clanker. think it was simply bc beliefs came out while crypto (eth/sol/btc) was up?
I’d say 3 fundamental differences: 1/ Twitter > Farcaster 2/ web2 Founders > web3 founders 3/ Solana > EVMs These three just made the growth and audience for them 100x larger!
think you will dig what we launch soon 😉