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:

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

Founders

Member highlight: @pet3rpan 

Partner at 1kx

Anchored our first close

OG in crypto consumer and gaming

He gives no-BS feedback, cuts straight to the core of a deal, and constantly sharpens our thinking

We’re lucky to have him in the SGV circle

We’ve been saying it privately for a while, now we’ve written it down

The market’s shifting, again

Founders who can generate usage and revenue will define this cycle:

We’ve been saying it privately for a while, now we’ve written it down

The market’s shifting, again

Founders who can generate usage and revenue will define this cycle:

https://paragraph.com/@socialgraphventures/the-revenue-meta-is-here-and-its-reshaping-consumer-crypto

Web3 social products have an unhealthy obsession injecting hyper-financial mechanics. It’s noisy

Who’s actually building for user simplicity?

If someone cracks it, onchain creators might finally have a business model

Founders are chasing retention and revenue again

Investors are finally rewarding it

The meta’s changed, and we’re here for it

https://paragraph.com/@socialgraphventures/the-revenue-meta-is-here-and-its-reshaping-consumer-crypto

A new meta is here... and we're listening

Founders are chasing retention and revenue again

Investors are finally rewarding it

The meta’s changed, and we’re here for it

venturecapital

Cycle Snaps from this week at @socialgraphvc:

1/ A Telegram ads analytics platform we’ve tracked is evolving into infra. Wallet-based targeting across TG, and growing

2/ Some wallet neobanks are doubling down on privacy, but we think the real wedge is embedded UX and GTM. Every consumer app will have a wallet baked in

3/ Met a team aggregating your TikTok, Spotify, and X data into an interest graph, recommending people to meet and sites to visit. Feels like the future of social for nerds

4/ Pump ICO feels inevitably big. Obscure token models aside, leaning into content as an engagement multiplier is what will get them there

Consumer crypto’s still full of weird edge bets, and we’re into it

How to vibecode a dapp?

We dive into web3 codegen, with practical examples

How to vibecode a dapp?

We dive into web3 codegen, with practical examples

https://paragraph.com/@socialgraphventures/how-to-vibecode-a-dapp

Some thoughts from the @socialgraphvc crowd:

+ /blueprint and @pods show chains/brands are now paying users to mint — either for a new wallet or a simple impression

+ DramaBox + ReelShort (microdrama apps) have generated $99M and $152M in the U.S.

+ @zora's getting aggressive with AI-generated content

+ Saw a "eat-to-earn protocol" this week

+ Token unlock modeling = overlooked alpha

And more...

https://paragraph.com/@socialgraphventures/cycle-snaps-2-incentivized-mints-noice-microdrama-and-more

FarCon

Builders, investors, and curious minds

RSVP to "Mini App Maxing" at Farcon, link below

Sunday, at Paradigm's office

Demos, panels, and more (we'll yap about moats in web3 social)

Thanks to our co-hosts (@mbd @paradigm @privy @builders-garden)

Crypto VC has a dilemma: Durable vs Profitable deals

As much as we’d like the portfolio to be 100% durable, passing on profitable deals entails a high opportunity cost — which is hard to bear

Read more:

Crypto VC has a dilemma: Durable vs Profitable deals

As much as we’d like the portfolio to be 100% durable, passing on profitable deals entails a high opportunity cost — which is hard to bear

Read more: https://paragraph.xyz/@socialgraphventures/durable-vs-profitable-token-deals

It’s been a year since we invested into Orb

We were surprised by the quality of the product back then, as we are now

Both @nilesh and @kimmo have proven to be the most nimble and fast executors building a Lens ecosystem client

Every couple of weeks you can feel the product iterating and evolving

In terms of traction, it’s being used by the lion share of creators as the go-to app to monetize

Learn more about our thesis here:

It’s been a year since we invested into Orb

We were surprised by the quality of the product back then, as we are now

Both @nilesh and @kimmo have proven to be the most nimble and fast executors building a Lens ecosystem client

Every couple of weeks you can feel the product iterating and evolving

In terms of traction, it’s being used by the lion share of creators as the go-to app to monetize

Learn more about our thesis here: 

https://paragraph.xyz/@socialgraphventures/orb

Neynar

We're reminiscing our investment in @neynar and doing a founder Q&A with @rish  

Back then, Neynar was a different product, but it had found a glimpse of what would be the current product: “Furthermore the team realized that part of the infrastructure they have built out can be externalized and are now selling it as a subscription with over 10 paying subscribers.”

We're happy to have backed @rish  and @manan 

Read the full article:

Building /neynar 🪐

We’re hiring staff software engineers, check out neynar.com/careers

building farcaster infra @ /neynar 🪐 | casting @ /rish

easiest way to build on farcaster @ neynar.com | /neynar

We're reminiscing our investment in @neynar and doing a founder Q&A with @rish  

Back then, Neynar was a different product, but it had found a glimpse of what would be the current product: “Furthermore the team realized that part of the infrastructure they have built out can be externalized and are now selling it as a subscription with over 10 paying subscribers.”

We're happy to have backed @rish  and @manan 

Read the full article: https://paragraph.xyz/@socialgraphventures/neynar

Investing in the future of onchain social