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

Founders

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 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