Sequoia has a page rank for people Imagine you did a favor to a CTO and then ask: “who are the top 5 other engineers you know?” Every single investor at @sequoia does this, for all roles, for all the companies they know They have a talent map of the best talent in tech, and they’ve been doing it for 10 years because an old partner had the idea Who’s building this for crypto?
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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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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 > Ancillary tools are usually small markets at this point, and could easily be built/bought by larger markets What have we backed? > Apps that embed markets within their experience, but it's not their main thing, it's and add on that appeals to their users > In that train of thought, companies that help consumer companies curate and embed prediction markets in their experience is an area of interest If you want the full list, DM me
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