Every week, I write an email to our members with thoughts and highest priority items.
Here's a summarized version, which I'm calling cycle snaps:
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
There’s going to be a big Brainrot app soon with crypto and AI in it
Crypto vibecoding will pick up soon, I really need to learn it, and we need to invest in it
Two prediction markets this week, one doing parlays, the other doing distribution prediction markets, is Polymarket shipping?
A solid crypto fundamentals portfolio is the top 1–3 DeFi players per vertical per ecosystem, all of them are pumping cash
Founders prioritizing amazing product design have a soft spot in my heart
Throwing events SaaS for venues suck
DM us to learn more, and if you liked it, collect and share it!
Social Graph Ventures
Over 400 subscribers
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 😉