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Cycle Snaps #2: Incentivized mints, noice, microdrama and more

Incentivized mints, noice, microdrama and more

Some snaps this week:

  • Bp.fun and pods.media 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. Discounted entries are everywhere if you calculate ahead

  • Automating follow-ups is quietly one of the best upgrades we’ve made to SGV dealflow

  • Fireflies plugin > Granola

  • Been loving Artemis Fundamentals — deep dives worth reading weekly

  • There’s going to be a big onchain creator agency

  • Noice is nice — but will it go beyond Farcaster?

Talk more soon, share, sub, collect!


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