A 3 year analysis of consumer crypto investing We’ve done ~5 Farcaster ecosystem direct/adjacent deals, and will do more Full analysis here:

We've (@socialgraphvc) seen 22 prediction market companies over 2025, and haven't backed any. Which and why? > Broadly, we've seen sports focused PMs, levered PMs, ecosystem focused PMs, defi PMs, aggregators, and PM data companies > Differentiation is hard, new entrants have little to no liquidity vs. Polymarket ... Show more

My fav quote from Brie Wolfson article on Cursor: “To share what they’re observing and learning, many team members create “brain” channels in Slack where they publish their personal musings; there’s no expectation of a response or engagement, but people with good ideas can command quite a following. For the most popula... Show more

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

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

*prelude: All of these apps could/will launch as Farcaster mini apps too Need good consumer crypto dealflow? I was a judge (representing Social Graph Ventures) at World Build Demo Day (hosted by FWB and Worldcoin). Sixteen teams pitched. These are the ones that made me lean in. But first, why World? Anay from Blo... Show more

Great talk by @rchen8 at @dune.eth con Even for consumer apps, onboarding the higher ltv users is more of a b2b sales process rather than a b2c Would you rather have 1 whale or 1M planktons?

Tell me where I'll die so I just never go there

How to find high quality founders? Ask around: “who’s the smartest person you’ve worked with?” “Who would you invest in without hessitation?” “Which new products are you using on a daily basis?” You’ll find patterns, and warm intros

After siting across 300+ crypto pitches I have a simple cheat sheet on what I look for: 1/ Long term retention and engagement (or early signs) 2/ Founder who would give their life for the company

Eternally grateful for founder feedback

Just unlocked a new tool in my investor's belt: > Referencing At it's core, it's having a non-public information information advantage on a founder Happy to share my questions

This week I’ve had two conversations on stablecoin fintech, value accrual, and competitive dynamics The dilemma: invest at the infra/orchestration layer, or the app layer? Infra: The competitive space is larger and moats are hard, incumbents are solidifying. Switching costs is the moat, but I know a team that is swi... Show more