Research
Every Day, We're a Little Less Wrong.
Institutional:
- HBS: Helium Network
- HBS: Helium Mobile
- HBS: Near AI
- Franklin Templeton x EV3
- Fidelity x EV3
- Messari x EV3
Theses:
Letters:
Show All Research
All Research
- Re-underwriting DeWi
- Verifying Compute
- DeWi Network Design
- RF Physics for Investors
- DeWi Mining Economics
- Digital Commodities
- Applovin for Influencers
- Web3 Software
- zkTLS: Insurgent Apps
- State of zkTLS 2024
- DePIN Millenium Prizes
- Tokens as Junk Equity
- Opacity: Trust but Verify
- DePIN Staking: Medallions
- DePIN Liquid (Re-)Staking