DePIN Snacks
Unlike Buffett, we think mapmakers can be great businesses.
DePINs generated $72M revenue in 2025 amidst the crypto bear market.
Lessons from a half decade advising and investing in lenders
Investing behind the maturation of onchain credit markets
...to turn homes into distributed power plants that support a decentralized network.
When other investors lean out, we lean in.
Sharing Our Newest DePIN Thesis
Cornering the market for 3D Maps.
Like solar and wireless, water sanitation is moving towards the edge.
Ever need a place to store your luggage safely for the day?
What if everyone got paid like hedge fund managers?
How do LinkedIn DMs evolve in a world full of AI agents?
