David @SGV

@d

1018 Following

1271 Followers

David @SGV pfp

You're Zuck for a day, what would you change? -------------------- Social media is a doubled edged sword, with the negative side affecting younger ones specially. If you were Zuck (or other) for a day, what would you change? -----News-Link------ https://www.washingtonpost.com/lifestyle/2025/06/11/social-media-use-depression-tweens/ -------CA-------- 0x11fD62E878742b69b874123597cBF56EFBAf827F

30 replies

1 recast

1 reaction

David @SGV pfp

Writing this was super fun My main takeaway: Vibecode, or die DMs open!

0 reply

0 recast

2 reactions

David @SGV pfp

0 reply

0 recast

0 reaction

David @SGV pfp

Final day of the investment memo series: @rodeodotclub When @jakub and I met @kayvon (via Rodeo dms), it was clear that a “trad web2”, laser sharp product focus, is essential in a world of hyper-financial crypto products View exclusively on @paperview (free for FC pros)

3 replies

4 recasts

13 reactions

David @SGV pfp

Day 6/7:@mbd investment memo on @paperview @yassinelanda.eth ML experience and deep web3 social passion brought us conviction that the next wave of dapps will be powered by customized algos They’ve scaled revenue, partnerships, and brought on great talent like @albiverse Which memo do you want to see tomorrow?

1 reply

3 recasts

13 reactions

David @SGV pfp

Day 5/7: @ponder Investment memo When we met @cojo.eth and @ba, we knew their focus on leveraging Farcaster frames would generate vitality on a casual trivia/quora like game Fast forward and it has paid off, Miniapps are taking off, and Ponder is at the forefront of usage

3 replies

7 recasts

17 reactions

David @SGV pfp

Day 4/7: @neynar’s investment memo Available to view on @paperview (free for FC pro users) @rish and @manansh were building a CapCut for NFTs, but they were also externalizing their infra back then, a glimpse on what it would become

2 replies

3 recasts

14 reactions

David @SGV pfp

You can just build things

1 reply

0 recast

1 reaction

David @SGV pfp

Here’s our Tome (formerly Seam) investment memo @ncc is operating one of the under the radar crypto enabled (and abstracted) social products out there Free to view for Pro users on @paperview

2 replies

2 recasts

9 reactions

David @SGV pfp

Day 2 of investment memos on @paperview This time: @unofficial by @christopher and @erica Nice to reflect back and see how things change but the core stays similar: A great product built on great infra Who’s should we do next?

1 reply

4 recasts

20 reactions

David @SGV pfp

The correct way to operate a scale up protocol

0 reply

0 recast

3 reactions

David @SGV pfp

Some snaps: - Most pitches are around crypto as a casino, but everyone once in a while there’s one of crypto as deep disruption to an industry. Those are moments to stop and think - GC incubated Jeremy Allaire as an EIR. Another point for EIR programs - Don’t try to grapple with Circles revenue, ebitda, or net profit multiples. They are multiple times higher than anyone else, in any industry. The market outlook is clear: USDC will overtake USDT, 10x faster than the blink of an eye and more... https://paragraph.com/@socialgraphventures/cycle-snaps-4

1 reply

1 recast

6 reactions

David @SGV pfp

Operate in your core zone of genius, and let others do the rest

1 reply

1 recast

9 reactions

David @SGV pfp

Over the next 7 days I will publish @socialgraphvc investment memos on @paperview The first: Pods, by @0xl, @drewf.eth and @eriknelson.eth Who should we do next? (FC Pro users view for FREE)

2 replies

4 recasts

27 reactions

David @SGV pfp

$CRCL venture investors were the real winners today: 2013 Series A @ $0.26 → 319x 2014 Series B @ $0.96 → 86x 2015 Series C @ $2.17 → 38x 2016 Series D @ $2.76 → 30x 2018 Series E @ $16.27 → 5.1x 2022 Series F @ $42.13 → 2x The big winners? Accel, Breyer, General Catalyst, and IDG.

2 replies

0 recast

18 reactions

David @SGV pfp

Where your fear is, there’s your task

1 reply

1 recast

10 reactions

David @SGV pfp

Virtual Worlds https://x.com/blakeir/status/1928833441094578456?s=46&t=jlO8oBVg4bsgKeZixII2Kg

0 reply

0 recast

0 reaction

David @SGV pfp

I just bet on this Onit market, my money is on PSG 🎯

0 reply

0 recast

2 reactions

David @SGV pfp

Labs vs. token revenue: Two ways to look at it. Either, it's a direct investment (cost) of R&D in the PnL. Or, a direct syphon of funds. It depends on the project.

0 reply

0 recast

3 reactions

David @SGV pfp

Ratifying @procoin governance

1 reply

0 recast

1 reaction