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
- Onchain Credit: Pt 1, Pt 2
Annual Reports:
Investor Letters:
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