DePIN

Coverage on Decentralized Physical Infrastructure Networks

Token EconomicsEthereum DeFiAlternative L1'sLayer 2State of the UnionOnchain Data UpdatesThesis ReportsPodcastThe Watch ListSolanaValuation FrameworksReal World AssetsEthereumHiddenTDR ProMemecoinsMarkets CommentarySolana DeFiInvestment MemosDeFiIdentityBlockchain EducationPortfolio AlertsDePINRegulation & PolicymakingNFTsCycle Awareness UpdatesStablecoinsBitcoinQuarterly Reports
PodcastPodcast
+3+3
Market Commentary & Hivemapper Deep Dive (Solana DePIN)

Market Commentary & Hivemapper Deep Dive (Solana DePIN)

How Hivemapper is mapping the world faster and at lower costs than Google

Michael Nadeau
Michael Nadeau
Thesis ReportsThesis Reports
+3+3
Hivemapper Thesis

Hivemapper Thesis

Solana DePIN & Aggregation Theory

Michael Nadeau
Michael Nadeau
Alternative L1'sAlternative L1's
+3+3
Filecoin: Investment Memo Part 2

Filecoin: Investment Memo Part 2

Quantifying the opportunity

Michael Nadeau
Michael Nadeau
Alternative L1'sAlternative L1's
+3+3
Filecoin: Investment Memo Part 1

Filecoin: Investment Memo Part 1

Is Filecoin an undervalued play on the growth of AI?

Michael Nadeau
Michael Nadeau