Founders

I've been reading Where Good Ideas Come From by Steven Johnson, recommended by @nickgrossman.eth from @usv  — highly worth your time.

One chapter in particular struck me. It explores the idea of “slow hunches”. The quiet, half-formed ideas that persist over time. Johnson illustrates this through Darwin, whose notes contained the seeds of evolution years before he had his "breakthrough." There was no single Eureka moment. Instead, the insight matured, by repeatedly revisiting and layering ideas over time.

This got me thinking:

1/ How do we back founders with slow hunches—those patiently iterating on a deep insight?
2/ What are our slow hunches at SGV?

Some themes that feel like slow hunches for us:

Miniapps as the thin, interoperable layer for crypto-native UX

Vibecoding as a new distribution paradigm for apps and tokens

Onchain consumer markets moving beyond finance into health, gaming, identity, and culture

These aren't finished bets. They’re ideas we keep circling back to, refining as new data points surface.

"there was no single eureka moment, instead, the insight matured, by repeatedly revisiting and layering ideas over time"