@socialgraphvc
This week’s snaps:
@henri from @privy at @paradigm: Privy’s tradeoffs in embedded wallets are surprisingly non-obvious. Must-watch talk from Frontiers conf
@0xkyle: Hyperliquid is shipping like a dream — no VCs, revenue-backed token, and now outpacing Binance
Empire pod on $GLXY: Sum-of-parts math points to $100 bull case if AI infra thesis plays out
CambiranHQ: @mamo, @bankr , and agentic finance—messy UX today, but front-ends of future Base-native trading
Richard Chen: Crypto-adjacent consumer companies are finally happening. It’s overdue
@spindl: Onchain attribution is hard. Spindl is quietly powering Base’s ad infra and might be Coinbase’s sleeper bet
Full read: https://paragraph.com/@socialgraphventures/cycle-snaps-8-aug
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