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