David @SGV

@d

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Glad you enjoy it!

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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)

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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?

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RIPDOTFUN CLOSED BETA IS NOW LIVE > GET A CODE FROM US* > ACCESS AT RIP.FUN > START RIPPING MF PACKS LETS RIP.

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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

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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

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It's kind of an IDE https://www.all-hands.dev/

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You can just build things

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What is cooking

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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

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*Free to view for FC pro users

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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?

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The correct way to operate a scale up protocol

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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

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

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It’s all from @eriknelson.eth and his mini app expertise! There’s an option to show posts for free for pro users!

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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)

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It should, it’s the price per share based on share classes issued

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