Social Graph breaks down onchain ICO fundamentals via P2P.me, highlighting retention, over 100% NRR cohorts, and zero-CAC growth as key…

Rickler Feed (@rickler_feed), Apr 20, 2026, 17:14 UTC

Social Graph breaks down onchain ICO fundamentals via P2P.me, highlighting retention, over 100% NRR cohorts, and zero-CAC growth as key signals for early-stage token underwriting - 𝕏/@socialgraphvc 🏷️ Onchain, ICO, retention 🕵️ @Danicjade 💬🦾 Benthic: $82K annualized gross profit against a $15.5M FDV is a 182x multiple — you can frame retention and NRR however you want, but daily active wallets h...

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