Escape Velocity Crypto
Our Research.
Investor Letters:
Identity & Ads:
- Advertising from 1st Principles
- Applovin for Influencers
- Scaling Software with Web3
- zkTLS: Insurgent Apps
- Rumi: Agentic Ads
- Daisy: Influencer Network
- Opacity: Trust but Verify
- State of zkTLS 2024
Wireless & Energy:
- HBS: Helium Case Study
- Beyond DeWi Networks
- DeWi Network Design
- DeWi Mining Economics
- DeWi Unit Economics
- RF Physics for Investors
- Digital Commodities Investing
- Glow: Accelerating Solar
Compute:
- Value-Added Bandwidth
- Verifying Decentralized Compute
- Bittensor: Crypto x AI
- Bittensor: Doubling-Down on AI
- Over The Reality: AR/XR
- DePIN x Franklin Templeton