What is a Compound Crypto Company?

The beauty of blockchains and smart contracts is that they are under-explored spaces in which you can look at problems through a news lens – specifically those related to capital formation, coordination and automation.

In almost all cases, we’re not particularly interested in incremental improvements. For one, by definition if you’re incrementally improving something that already exists, then a lot of people deeply understand the specific area you’re building in. The degree of difficulty for incrementalism is also meaningfully lower when building with open-source... See more

When we think of networks attempting to solve real problems, DePIN is the most tangible vertical. Helium is the poster child for this and likely the only one which has found PMF so far, though there are obviously others building interesting infrastructure here. When Helium set out to build its network in 2013, it was specifically looking to solve t... See more