David @SGV pfp

David @SGV

@d

982 Following
1527 Followers


David @SGV pfp
David @SGV
@d
Pump is still the king of launchpads, and now has a baked in DEX so creators earn fees along the whole token lifecycle But there's a lot of newcomers challenging them, including Believe @clanker @zora and more Full data report here: https://x.com/ournetwork__/status/1925961386573599188
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David @SGV pfp
David @SGV
@d
Chime reported $1.67b rev for 2024, +31% yoy. It’s revenue multiples:  At 10b: 5x At 15b: 9x Compare it to COIN (8x), HOOD (15x), or NU (5x) The bull case: Targeting underserved customers The bear case: Higher risk user base on downturns
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David @SGV pfp
David @SGV
@d
Enjoying browsing Farcaster and having videos play in the background via @pinetree https://pinetree.so/video/0x6190fe0455e5f895f41204b75dd261bf5f83bd33
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David @SGV pfp
David @SGV
@d
🏎️🏎️
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David @SGV pfp
David @SGV
@d
They’re great!
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David @SGV pfp
David @SGV
@d
@noiceapp is nice, but have you thought about doing it at scale with TikTok influencers that have millions of web2 followers? @daisypaystore is just that, leveraging stablecoin microtransactions, zk-proofs for data validation, and a potential token flywheel
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David @SGV pfp
David @SGV
@d
Great read on why social graphs are valuable
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David @SGV pfp
David @SGV
@d
I’d say 3 fundamental differences: 1/ Twitter > Farcaster 2/ web2 Founders > web3 founders 3/ Solana > EVMs These three just made the growth and audience for them 100x larger!
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David @SGV pfp
David @SGV
@d
Missing piece https://rodeo.club/post/0x9F349C42F43383458Bb0BA6ac28a26A813AF8F52/6
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David @SGV pfp
David @SGV
@d
Thanks for the share
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David @SGV pfp
David @SGV
@d
@socialgraphvc has good seats in consumer crypto, here's what we've seen recently: Clanker was Beliefs but too early Warming up on $ZORA, doing 2% fees on 3–30M daily volume, and virtually no Tiktok presence yet Pokemon TCG market is gigantic, and growing, people are buying more cards now than ever. Happy to back a team here + more... All linked in cast https://paragraph.com/@socialgraphventures/cycle-snaps-1
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David @SGV pfp
David @SGV
@d
Just saw a @dune.eth dashboard creator link out the tokens to their referral link on Axiom Exchange - that's hustle
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David @SGV pfp
David @SGV
@d
Correct take from @tpan on Launchcoin / Believe Founders are not aware of the implications. This weird mix of memecoin / token is undergoing a mini bubble There's money to be made, of course, but founders are harmed long term
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David @SGV pfp
David @SGV
@d
Watching watching watching
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David @SGV pfp
David @SGV
@d
📈 What Happens When People Buy? When someone buys coins, they add ETH to the bucket and take coins out. That makes the coin go up in price, because now there are fewer coins left and more ETH in the bucket. It’s like when everyone wants the same rare toy — the price goes up because it’s harder to get. 📉 What Happens When People Sell? They give coins back and take ETH out. Now there are more coins and less ETH, so the price goes down. It’s like when kids start selling the toy at recess — suddenly there are too many, and it’s not special anymore. 🧠 So in Simple Terms: You make a post → get 10M coins. Someone buys them with ETH → your coin now has a price. More people buy → price goes up. People sell → price goes down. You earn ETH from these trades because you started with the coins!
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David @SGV pfp
David @SGV
@d
Been thinking a lot about @zora lately, as a natural analyst, I had deep research explain it to me like I'm 12, here it is: 🎨 What’s a Content Coin? Let’s say you post a funny meme on Zora. That post becomes its own special coin — kind of like you made your own mini Pokémon card, but digital, and people can trade it. 💰 How Many Coins Do You Start With? You, the creator, get 10 million of your own coins to start. That's like printing 10 million “you cards” and putting them in a box. But… no one knows how much they're worth yet. So you don’t get any money just by creating them. 🪙 How Do They Get a Price? When someone likes your meme and wants your coin, they put in a little bit of ETH (crypto money) to buy some. That ETH goes into a bucket, and your coins come out. Now we know how much your coin is worth! The more ETH people put in, the more valuable your coin gets.
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David @SGV pfp
David @SGV
@d
@onit create me a prediction market on the second place of the English premier league for this season
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David @SGV pfp
David @SGV
@d
I just bet on this Onit market, my money is on PSG 🎯
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David @SGV pfp
David @SGV
@d
Experimenting with content coins is great — the one thing that doesn’t stuck with me yet is how to pair that with the potential Ads/attention a post drives Also, after a content is obsolete (low shelve life), what happens to it’s coin? How should the lifecycle look like?
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David @SGV pfp
David @SGV
@d
Collected 🫡
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