This week in Cycle Snaps:
> @Keisan_Crypto
on insane $HYPE growth
> @coin_casanova and @Mausefalle25 breaks down $CARDS fees + FDV
> @patrickc launches @TempoChain with @paradigm
> @LucaNetz and @pudgypenguins hit App Store top 10
https://paragraph.com/@socialgraphventures/cycle-snaps-aug-30-sports-stable-l1s-and-hyperliquid
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We're bullish on sports betting coming onchain
https://paragraph.com/@socialgraphventures/sports-betting-the-og-prediction-markets
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Sports betting is a "core" consumer product that is miles away from mass adoption
As the system comes onchain, so it will
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Top casts
SGV is hiring a crypto-native intern.
Responsibilities:
• Be active on crypto social
• Source deals
• Diligence
Undergrad or grad welcome, no matter your field.
10 hrs/week.
Join a rich environment centered around conviction investing
Apply below:
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Crypto GTM is moving to TikTok
Tome (crypto‑powered book social app) drives organic growth via:
→ UGC that hits BookTok culture (1.5M‑view clips)
→ 43K followers, 336K likes
→ Constant Lives to engage readers
Takenos (web3 neobank) is similar:
→ 59K followers, 157K likes in Bolivia
→ Daily Lives, influencer collabs, short clips
→ Top videos >800K views
Ship videos
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We backed $ZORA early, not for the hype, but for what it could become.
A protocol monetizing attention at the speed of culture. Since then, the product’s gotten sharper.
The Zora thesis below:
https://paragraph.com/@socialgraphventures/zora-the-thesis
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We’ve backed 3 crypto-native D2C products:
Pulse: web3 WHOOP
@chipped (@winny): NFC nails
@puffpaw: vape-to-earn (and quit)
Each looks like a classic consumer product, until crypto kicks in.
Here’s how they work, and what we’ve learned:
Pulse: Log your wearable + health data. Earn later via onchain data sales.
Chipped: Tap your NFC nails to share socials. Every tap earns points. The app drives brand upsells.
Puffpaw: Vape to earn points. Less nicotine = more rewards. When done, lease the device to help others quit.
The playbook:
> IRL behavior → app loop → incentive
> Share-driven growth (TikTok, tap, social)
> Premium feel, affordable price
> Crypto infra abstracted
> Boots on the ground in China
This category is just getting started. We’re long D2C x crypto.