David @SGV (d)

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

• 4 replies
• 6 recasts
• 48 reactions

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

• 2 replies
• 27 recasts
• 33 reactions

For founders struggling with growth vs. product, from Revolut’s CGO: “Product builds the machine, and growth operates it” Dissecting it, product is building internal tools with custom parameters, which the growth team is able to operate on a daily basis, measure, and test

• 1 reply
• 13 recasts
• 33 reactions

Today's at @paradigm 's office, we (@socialgraphvc) touched on one of the largest problems web3 social has ADCOINS Web3 social is missing its biggest revenue engine: ads. What if ad revenue was shared with those who bet early on viral content? Adcoins flip the model—letting users, creators & brands all own a piece of attention. Full piece linked below, and thanks to our cohosts @mbd (@yassinelanda.eth , @albiverse ), @privy (@segall), and @builders-garden (@limone.eth) btw, one collector will win a raffle with my fav memecoins https://paragraph.com/@socialgraphventures/adcoins

• 2 replies
• 6 recasts
• 21 reactions