Cycle Snaps #2: Incentivized mints, noice, microdrama and more
Incentivized mints, noice, microdrama and more
Some snaps this week:
Bp.fun and pods.media show chains/brands are now paying users to mint — either for a new wallet or a simple impression
DramaBox + ReelShort (microdrama apps) have generated $99M and $152M in the U.S.
Zora's getting aggressive with AI-generated content
Saw a "eat-to-earn protocol" this week
Token unlock modeling = overlooked alpha. Discounted entries are everywhere if you calculate ahead
Automating follow-ups is quietly one of the best upgrades we’ve made to SGV dealflow
Fireflies plugin > Granola
Been loving Artemis Fundamentals — deep dives worth reading weekly
There’s going to be a big onchain creator agency
Noice is nice — but will it go beyond Farcaster?
Talk more soon, share, sub, collect!
Some thoughts from the @socialgraphvc crowd: + /blueprint and @pods show chains/brands are now paying users to mint — either for a new wallet or a simple impression + DramaBox + ReelShort (microdrama apps) have generated $99M and $152M in the U.S. + @zora's getting aggressive with AI-generated content + Saw a "eat-to-earn protocol" this week + Token unlock modeling = overlooked alpha And more... https://paragraph.com/@socialgraphventures/cycle-snaps-2-incentivized-mints-noice-microdrama-and-more