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!
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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 😉