Most pitches are around crypto as a casino, but everyone once in a while there’s one of crypto as deep disruption to an industry. Those are moments to stop and think
GC incubated Jeremy Allaire as an EIR. Another point for EIR programs
Don’t try to grapple with Circles revenue, ebitda, or net profit multiples. They are multiple times higher than anyone else, in any industry. The market outlook is clear: USDC will overtake USDT, 10x faster than the blink of an eye
There’s always something in the young hungry founders
Mini apps on Farcaster and World are the best way to distribute an mvp, it’s table stakes nowadays
Met a team of big names, ex-BCG, ex-FTX, ex-Robinhodd, ex-YC, etc. They mentioned amazing MAUs and unbelievable d30 retention, but upon further inspection of the product, it's clear the metrics are cooked
Chat next week, and share with a friend if you liked it!
Over 400 subscribers
Some snaps: - Most pitches are around crypto as a casino, but everyone once in a while there’s one of crypto as deep disruption to an industry. Those are moments to stop and think - GC incubated Jeremy Allaire as an EIR. Another point for EIR programs - Don’t try to grapple with Circles revenue, ebitda, or net profit multiples. They are multiple times higher than anyone else, in any industry. The market outlook is clear: USDC will overtake USDT, 10x faster than the blink of an eye and more... https://paragraph.com/@socialgraphventures/cycle-snaps-4
can you say more on why you think circle will overtake tether?