venturecapital

venturecapital

The home for Farcasters to discuss all things venture capital and early stage finance.

Ben pfp

If you represent a venture capital fund and want an efficient way to stay on top of who the most promising startups are across the Farcaster ecosystem, DC me.

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Diego pfp

can’t believe how lazy crypto media is sometimes. “$10B in crypto VC in Q2” sounds big, until you realize it’s mostly funds raised for BTC acquisition strategies. that’s not VC. that’s a treasury strategy. VC = backing builders. https://beincrypto.com/biggest-crypto-vc-investments-2025-so-far/

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David @SGV pfp

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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↑langchain pfp

show your portcos this thread

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↑langchain pfp

https://techcrunch.com/2025/07/06/at-least-36-new-tech-unicorns-were-minted-in-2025-so-far/ 36 is still an insane number imho - probably keep these rates higher.

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rphgrc.base.eth ↑🔵😺 pfp

rphgrc.base.eth ↑🔵😺

Builders with a venture-backable profile on Farcaster that any pre-seed/seed VC should follow : @jrf @apex777.eth @deployer @ahn.eth @dish @tldr @srijan.eth @kaloh @jake PSA: some are VC-backed already. PSA2: can't tag everyone, there should also be Empire, Betr, Chekr.. PSA3: while I'm re-building Supervalo, you can still play this "fantasy" VC game by building a portfolio of 4 such startups, and predict their equity valuations (for fun) vc.popotam.me 👈🏻

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↑langchain pfp

we’re cooked folks

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J Finn 🎩 pfp

Lovable Founder tweeting he wants to invest in Lovable-built startups comments flooded, a few good ones in there if only raising capital was this easy in normal times 🙃 https://x.com/antonosika/status/1939651795816686017

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androidsixteen pfp

@androidsixteen.eth

“In his view the asymmetric bet today is backing the consumer founders brave enough to fight incumbents while the herd writes another AI pre‑seed.” Amen

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↑langchain pfp

need a version of this for echo launchpad stuff + cool off chain startups I think I’m just describing an early stage fund

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rphgrc.base.eth ↑🔵😺 pfp

rphgrc.base.eth ↑🔵😺

✅ HAPPY SHIPPING DAY! I am excited to announce the launch of @olivecap.eth Online Platform for our syndicate. It is an entirely proprietary platform. No provider in the backend. ⚡Who can access it? Only active members, i.e. those from the syndicate who've invested at least once in our SPVs ⚡What can users do on the platform? Update their profile & hide/show their OliveCap deals. Browse the directory of active members. Check the past deals and see who's invested in the club (but users can hide their investments). Check new deals. Submit and download VC-grade templates (option pools, TS, capable, option pools..). Jobs at OliveCap's portfolio companies and at members'. ⚡How to access it? https://olivecapital.vc/members ⚡Next on the platform? I don't exactly know 😇 it depends on feedbacks and our collective needs. We might generate our SPVs from here (SPV documentation + payments), we shall see. I will add possibly a content & event section. This is free for OG members, I'm considering adding a small annual fee for the future active investors. Want to join the investment club? web3 and mostly pre-seed.

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David @SGV pfp

This slide from Coatue got me thinking on crypto Which tokens are doing 100M+ in annual rev + growing >25% + profitable? JTO, AAVE, SKY, MKR — these should have 10x+ multiples

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rphgrc.base.eth ↑🔵😺 pfp

rphgrc.base.eth ↑🔵😺

One more explanation why crypto companies don't necessarily need a token. Not the point of this episode, but the topic naturally came about. https://open.spotify.com/episode/3EJMRBAK28MsrzzPjF1AK8?si=NxGibOeJQrCBofoOaMpmqg

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↑langchain pfp

FF good bc they’re not sheep Not taking as many ambitious bets (imho) But they come with conviction

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rphgrc.base.eth ↑🔵😺 pfp

rphgrc.base.eth ↑🔵😺

unsure about the sources of this article but i'm NOT surprised, notably by the former : "cold LPs close at 3%, while prequalified LPs close at 40%"

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