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Escape Velocity Research

Escape Velocity (EV3) is a research-driven investment firm.

2025:

zkTLS is an Insurgent Technology
Q1'25 Investor Letter Excerpt

2024:

HBS: Helium Case Study
DePIN Staking: Medallions
DePIN Liquid (Re-)Staking
DePIN: Disrupting Infrastructure
Decentralized Cloud Computing
Verifying Decentralized Compute
State of DePIN 2024
State of DePIN 2023
State of zkTLS 2024
DePIN Millenium Prize Problems
Scaling Software Apps with Web3
DePIN Summit 2024 Survey Results

2022:

On Digital Commodities Investing
On DeWi Unit Economics
On DeWi Network Design
On DeWi Mining Economics
State of DePIN 2022
Beyond DeWi Networks
Tokens as Junk Equity
RF Physics for DeWi Investors

Investment Memos:

Opacity: Trust but Verify
Bittensor: Crypto x AI
Bittensor: Doubling-Down on AI
Daisy: Influencer Marketing
Over The Reality: AR/XR
Glow: Accelerating Solar

Founders: get in touch at escapevelocity at ev3 dot xyz

The materials on this website are for illustration and discussion purposes only and do not constitute an offering. An offering may be made only by delivery of a confidential offering memorandum to appropriate investors. Past performance is no guarantee of future results.