Investing in the best consumer crypto apps
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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. ↓
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Bundling and unbundling
Introducing the fastest crosschain swaps on the market. Crosschain transactions on @fomo now land in <1s.
A week ago, we rolled out our own internal bridge to a small % of users.
Public rollout of fomo bridge begins now.
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Never stop shipping
Introducing the fastest crosschain swaps on the market. Crosschain transactions on @fomo now land in <1s.
A week ago, we rolled out our own internal bridge to a small % of users.
Public rollout of fomo bridge begins now.
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Our overall thesis was to back companies bridging crypto to millions
@fomo has done it
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Every layer of AI is getting cheaper and more open
Yet only 2% of people are actively paying for a service
There's so much room for consumer ai
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Tokenized stocks grew 395% YoY to $3.16B
*Only 2.6% of supply is working as DeFi collateral
Whoever closes that gap captures the next leg of RWA growth
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Very interesting @fomo analysis - OG 6 mo retention at 42%
Great given the flat market and only being Solana data
I just ran analytics on @fomo user retention using @socialgraphvc's dune dashboard and claude
to be clear, i love fomo and iv been building on top of it since may b4 the hype
the trigger was this week a normie friend asked me if he shld install it and i wasn't sure what i shld answer
i wanted to simply look at the data for myself to decide. im not trying to farm shit, i just need data to understand stuff.
TLDR:
• 717K wallets have traded on FOMO since launch. 76% joined in just the last 3 months (Jul–Sep '26)
• ~57% of new traders churn within their first month. By month 6, ~85% are gone
• Month-1 retention (~37%) outperforms fintech D30 benchmarks (3–11%), but the metrics aren't directly comparable — FOMO measures monthly active, not day-30
• OG cohort (Apr '25, 234 wallets) retains at 2–3x the rate of mass cohorts at every time horizon
• Jan–Mar '26 cohorts show early signs of retention stabilization (M3→M6 flat or growing).
• Platform grows DAU through intake volume, not retention improvement. 85%+ loss rates are consistent with speculative trading platforms.
Notes:
• query is solana wallets only
• link to full report and dashboard in comment
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Social Graph Ventures retweeted
A dear friend of mine is building a delightful product at the intersection of astrology and finance. Any astro girls or astro boys interested in providing early feedback? ⭐️✨🌠💫
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Social Graph Ventures retweeted
The @giggles_app team is cooking hard creating a new social network for genZ
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Last couple weeks at Social Graph Ventures:
153 deals reviewed
30 into diligence
~10 founder calls
• Post-training • Agent memory • Compute markets • Workplace agents • Compliance for crypto
The top companies are building:
> Agentic desk that secures compute (~$300k first customer notional at below-market $/hr)
> Production traces into private fine-tunes + routing (~10 companies in closed alpha)
> Always-on desktop capture for workflow / agent memory (~$52k MRR, ~18k GitHub stars; grew from ~$15k/mo in ~7 weeks)
> Multiplayer Claude coworker in Slack (semi-viral OSS launch)
> Persistent VMs for long-running coding agents (~55 customers, ~$5.7k MRR, ~60% MoM, ~150% NRR)
If you’re building in any of these areas at the frontier, would love to hear from you.
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We're still early in AI consumer products
Everyone says the AI bottleneck is model intelligence.
It's not. It's context.
Models can't automate what they can't see.
Always on screen recording is a missing layer that is very valuable, and a step beyond products like Granola or Firefliers.
That's the unlock.
Two companies building here @attentioninc @screenpipe
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Social Graph Ventures retweeted
A pitch this week: Three college dropouts scraping the web faster than HFT internal teams
Mid-single-digit millions ARR, cash flow positive
Meanwhile AI infra startups with 10x the headcount can't close a lead
The gap between hype and traction keeps widening
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3 of 13 new deals in our pipeline this week are onchain legal formation platforms.
Entity, token launch, governance, treasury, vesting, deployed as one transaction.
Incorporation is becoming a smart contract.
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Coinbase choosing Abu Dhabi as its tokenization hub is a jurisdiction story, not a tech story.
Tokenized stocks did ~$4.8B on Solana in Q2, 4x the prior quarter.
The license race now decides who intermediates the next leg of global markets. The venue moat is regulatory.
Coinbase has established Abu Dhabi (ADGM) as our international tokenization hub.
Our newly acquired FSRA license means that we can now bring global securities to anyone with a wallet.
The next frontier of global finance is onchain, and we're building it from the UAE.
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Only about $300B of America's $1.69T in auto loans ever gets securitized. The rest never touches capital markets.
AUTO on Kamino is the first permissionless token backed by near-prime U.S. auto loan yield.
Freely tradable onchain credit today: ~$7B. The gap is the thesis.
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Social Graph Ventures retweeted
was very impressed with the cohort @monad put together at the first nitro demo day yesterday. a tier 1 cohort from a tier 1 accelerator.
here were my favorite teams:
@BlinkCashX - one-tap stablecoin deposits, passkey-secured, so users never leave an app to fund it. fiat rails coming
@blend_money - compliance rail between fintechs and crypto providers so fintechs only need one API
@40acres_Finance - lending protocol: $55M TVL, $28M underwritten, $2M back to lenders over 2 years. Launching a permissionless credit primitive with Uniswap.
@joinCero - crypto neobank that automatically enters a (regulated) lottery every time you spend. also a card that underwrites uncollateralized credit off spending behavior.
@crshmarket - twitch meets kalshi. livestream prediction market with 1min settlements.
thanks to @alexgedevani, @pareen, and the rest of the Monad team for putting on a great event.
@nitrodotacc
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The same Nvidia H100 rents for $1.49/hr on Vast and $6.98/hr on Azure.
Same chip, up to a 4.7x spread, driven by fabric, tenancy, power region, and cost of capital.
CME and ICE announced GPU futures within a week of each other in May. Compute is becoming a financial market.
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Hyperliquid's priority fees generated $5M since April and are modeled to hit an $87M annualized run rate by December.
That is a DeFi venue building non-cyclical revenue from execution priority.
The structural shift from trading fees to flow monetization is what separates durable venues from extractive ones.
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