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Social Graph Ventures

@socialgraphvc

12 Following
66 Followers
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Social Graph Ventures
@socialgraphvc
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
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Social Graph Ventures
@socialgraphvc
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
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Social Graph Ventures
@socialgraphvc
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
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Social Graph Ventures pfp
Social Graph Ventures
@socialgraphvc
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
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Social Graph Ventures
@socialgraphvc
A new meta is here... and we're listening
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Social Graph Ventures pfp
Social Graph Ventures
@socialgraphvc
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
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Social Graph Ventures
@socialgraphvc
Another week, new thoughts
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David @SGV
@d
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
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Social Graph Ventures
@socialgraphvc
How to vibecode a dapp? We dive into web3 codegen, with practical examples https://paragraph.com/@socialgraphventures/how-to-vibecode-a-dapp
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Social Graph Ventures
@socialgraphvc
⚡️
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Social Graph Ventures pfp
Social Graph Ventures
@socialgraphvc
Now this is SEO optimization! How are you handling backlinking?
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Social Graph Ventures
@socialgraphvc
See you in Farcon, anon
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Max
@segall
4/ May 4th: Celebrate all things mini apps and cap off the week at the Paradigm HQ along with @limone.eth, @mbd, and @socialgraphvc 👾 https://lu.ma/7mohi9bi
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Social Graph Ventures
@socialgraphvc
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
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Social Graph Ventures
@socialgraphvc
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
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Social Graph Ventures
@socialgraphvc
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
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