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DeWi Thesis

adminDec'22

See all our writing here

PoC Podcast #2 featuring Rich Devaul, CEO at XNET

XNet

adminNov'22

Attaching A Rocketship To A Dinosaur In The $300B+ Mobile Industry.

Reflections on DeWi Mining Economics

DeWi Thesis

adminNov'22

The "Premium To NAV" Story Has Been Tried In Crypto Before, Unsuccessfully… Will Helium's $MOBILE Decouple From The Treasury Value Of Its $HNT?

FTX’s Token Death Spiral: When Junk Equity Financing Goes Wrong

Market

adminNov'22

Behind the scenes of one of the most shocking collapses in the history of crypto is a very familiar story of excessive leverage and poor capital structure management

GIANT Protocol: DeWi’s Proof-of-Stake All business models face a tradeoff between leanness (asset turnover) and efficiency (operating margins). Somehow, telcos manage to be bad at both. With a 5:1 ratio…