@socialgraphvc
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.
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