# Cycle Snaps – July 22

> $ZORA, Funding, and more

**Published by:** [Social Graph Ventures](https://paragraph.com/@socialgraphventures/)
**Published on:** 2025-07-25
**URL:** https://paragraph.com/@socialgraphventures/cycle-snaps-july-22

## Content

Here's the latest updates on our internal thinking: 📦 Company Highlights – Zora is moving. We’re up from our avg entry of $0.009. Our thesis was published here. Catalyzed by the base app. – [REDACTED] and [REDACTED] officially funded. From vibecoding infra to a health viral spectacle, we’re leaning into weird with a thesis – Daisy hit $XK in Q2 revenue and launched a self-serve brand dashboard, already 15+ brands onboarded with this channel. – Discove’s ECP is now live on https://ethcomments.xyz, interface already integrated, and working to onboard builders – [REDACTED] memo finalized. Still pending reference intros to leads and customers before vote – [REDACTED] is the Palantir for web3 marketing. Interesting founder background, and great market – [REDACTED] has 3,000 users, 50% retention, and just opened a liquidity seeding event for their tokens – [REDACTED] back in market: $3M rev, $800K net income in 2024, raising $2.5M on a $20M cap, rare to see a company profitable in crypto. 📈 Trend to Watch Coinbase goes full consumer The new Base App fuses wallet, social, trading, and USDC payments into a sleek L2-native experience, powered by Farcaster, Zora, Embed, and other of our portfolio companies. Driving the growth of the $ZORA token. It’s already cracked the top 100 on the App Store. The next billion users won’t care about rollups. They’ll care about UX. Base just took a giant step toward being the consumer wallet. 🔗 Reads – Messari’s stablecoin trends report – John Wang's HYPE ICO analysis

## Publication Information

- [Social Graph Ventures](https://paragraph.com/@socialgraphventures/): Publication homepage
- [All Posts](https://paragraph.com/@socialgraphventures/): More posts from this publication
- [RSS Feed](https://api.paragraph.com/blogs/rss/@socialgraphventures): Subscribe to updates