Escape Velocity
Our Research.
Institutional:
- HBS: Helium Network
- HBS: Helium Mobile
- HBS: Near AI
- Franklin Templeton x EV3
- Fidelity x EV3
- Messari x EV3
Theses:
State of DePIN:
Letters:
Other:
- 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
- State of zkTLS 2024
- DePIN Millenium Prizes
- Tokens as Junk Equity
- DePIN Staking: Medallions
- DePIN Liquid (Re-)Staking