Social Graph Ventures

Investing in the best consumer crypto apps

[Social Graph Ventures @socialgraphvc]

We just shipped our new website.

Instead of spending thousands of dollars on a revamp, we built it ourselves with Claude Code in just 2 days. Our only costs were the Claude subscription and our domain name.

Check out our updated list of portcos. ↓

[Social Graph Ventures @socialgraphvc]

@JonahBlake @liveframe 👀👀

[Social Graph Ventures @socialgraphvc]

AI is really starting to reshape the creative and entertainment space.

We've been chatting with a small team building interactive storytelling that scaled to over $500k ARR in <6 months. Basically text-based RPGs that anyone can create, fork, and play.

And it's incredibly sticky. Over 30% D60 retention.

You can also remix other people's stories and characters. Someone builds a world and anyone else can fork it and spin up completely new storylines. Their power users spend 40+ hours crafting a single fan fiction RPG then monetize on Patreon.

The next step is putting payment rails directly on the platform and moving into interactive video. That's how this breaks out of niche fan fiction and into a mainstream app.

[Social Graph Ventures @socialgraphvc]

We're increasingly looking at live streaming + prediction markets. Just saw a cracked team that has billions of views and are now wrapping markets around the content.

Distribution is key.

Whoever makes live, in-stream betting feel as seamless as a normal streaming wins.

[Social Graph Ventures @socialgraphvc]

Neobanks are migrating treasury operations onchain without calling it crypto.

A yield infrastructure startup we're tracking has multiple 9-fig customers in diligence.

The rails are ready, distribution is the game.

[Social Graph Ventures @socialgraphvc]

@DragoXBT @echodotxyz Indeed

[Social Graph Ventures @socialgraphvc]

@vasdie @echodotxyz For sure

[Social Graph Ventures @socialgraphvc]

For 3 years, the consumer crypto rounds we back at @socialgraphvc were members only.

That changes today.

We're now a group lead on @echodotxyz

Part of our deals will be open, and our community can back rounds right alongside the fund.

Here's why we did it, and how it works 🧵

[Social Graph Ventures @socialgraphvc]

@RAVEN_SPARK7 @echodotxyz Yup

[Social Graph Ventures @socialgraphvc]

@BadADan81 @echodotxyz Exactly this

[Social Graph Ventures @socialgraphvc]

@Shamimhoon99 @echodotxyz Amen

[Social Graph Ventures @socialgraphvc]

8/ You’d be in good company. SGV is member-managed, by people like:

founders: @0x_mist @jakub_rusiecki

members: @brockchainn @pet3rpan_ @suji_yan @twoirtter @mattigags @LataPersson @abishek @pokiethepanda @BlakeGao @Cecilia_liCC @davidtsocy @eldar_pm @ericxtang @eric_rsno @esk3nder @evgeth_ @Re7Capital @Gkas23 @dhadrien_ @blockchainjames @TakayamaJoe @defikaran @sathaxe @vtes369 @lwsnbaker @leah_cb @long_solitude @lyuben @mmartinxyz @ncerovac @parzivalsong3 @myprasanna @0xpratik @ryanli @sandeepnailwal @sidkal @TPan____ @bvajresh

That's SGV

[Social Graph Ventures @socialgraphvc]

7/ Why we're doing it? For our founders.

Your round fills up with people who actually use the product and want you to win.

Aligned capital, not passive money.

[Social Graph Ventures @socialgraphvc]

Friction kills. It's the #1 blocker to worldwide crypto adoption.

Great diagnosis of common onboarding pain-points and how @BlinkCashX is solving it.

If you're building a consumer app, comment/dm for an intro.

[jacob | blink.cash @jjjjacobx]

https://t.co/KDjmrZbWk5

[Social Graph Ventures @socialgraphvc]

Three prediction market analytics platforms pitched us this week, all solving discovery and whale tracking.

Very saturated layer.