What is a Compound Crypto Company?

Disrupting traditional finance or improving global payment rails are two of the more widely accepted future use cases for crypto, while we argue there’s room for a third in DePIN.

Crypto is not an established field like public equities so asking for a “ DePIN basket ” the same way you would look for exposure to Industrials or Consumer Staples is nonsensical. This is the equivalent of short-term narrative trading startup equity in our view.

The infrastructure phase is ramping up. Existing infrastructure has struggled to keep pace with increasing crypto adoption. Better rails are needed to unlock the next stage of growth. On that front, Pocket Network may prove essential. The multichain protocol facilitates decentralized cloud computing around the world. Wallets go beyond transactions.... See more

What happens when you bring together learn and earn onboarding incentives (Marketing), a vibrant contributor marketplace (HR), improved treasury management and delegation tools (Finance & Ops), and project reporting / community relations (Management)? You’ve got the full stack of solutions needed to build replacements to existing governance constru... See more