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. ↓
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.
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.
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.
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 🧵
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.
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.