David @SGV (d)

A 3 year analysis of consumer crypto investing We’ve done ~5 Farcaster ecosystem direct/adjacent deals, and will do more Full analysis here: https://x.com/socialgraphvc/status/1996688197179281480?s=46&t=jlO8oBVg4bsgKeZixII2Kg

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Great article by Audtless on $JESSE, and how @zora / @base are trying to force PMF on a pure speculative asset The thesis that "attention has value in itself" is a fad Attention is priced in via Ads, and if those are not integrated at a protocol level, fundamentals are broken https://research.auditless.com/p/nobody-understands-jesse

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It's the small things An investor in @socialgraphvc told me our internal emails are the most detailed and high signal for consumer crypto he reads, and he's an LP in a bunch of funds Happy to open source them to those interested, DM me

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A bit of a bull case for @proxystudio’s @clanker 4.3x valuation / 30d fees vs. Pump’s 10-20x, or Virtuals 166x

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