Escape Velocity Crypto
Our Research.
Institutional:
- HBS Case: Helium Network
- HBS Case: Helium Mobile
- HBS Case: Near AI
- EV3 x Franklin Templeton
- EV3 x Fidelity
- EV3 x Messari
Core Theses:
- DeWi: Decentralized Wireless
- DePIN: Decentralized Physical Infrastructure Networks
- Advertising & Attention
- Value-Added Bandwidth
Annual Reports:
Investor Letters:
Investment Memos:
- Rumi: Agentic Ads
- Skymapper: Satellite Tracking
- Glow: Accelerating Solar
- DAWN: Fixed Wireless
- Bittensor: Crypto x AI
- Bittensor: Doubling-Down on AI
- Over The Reality: AR/XR
- Daisy: Influencer Network
- Opacity: Trust but Verify
Other Research:
- Re-underwriting DeWi: 2025
- Verifying Decentralized Compute
- DeWi Network Design
- RF Physics for Investors
- DeWi Mining Economics
- Digital Commodities Investing
- Applovin for Influencers
- Scaling Software with Web3
- zkTLS: Insurgent Apps
- DePIN Millenium Prizes
- Tokens as Junk Equity
- DePIN Staking: Medallions
- DePIN Liquid (Re-)Staking