Investing in the future of onchain social
167 Followers
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:
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
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
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.