Baxus Investment Memo
Below is a detailed investment memo for Baxus from a VC perspective. This memo is structured to provide an in‐depth overview of the opportunity, risks, and potential exit scenarios. All assumptions about Baxus's market positioning and technology are based on our internal research and publicly available signals. Please note that while some data comes from post-knowledge cutoff events, we assume these developments are accurate as reported by our trusted industry sources.
Baxus Whiskey
BAXUS combines centuries-old craftsmanship with cutting-edge tech to redefine collecting spirits.
Beamable Gaming
Data | Diagrams | Innovators
Blockchain Node Sales
A node sale is a fundraising method in the cryptocurrency and blockchain space that involves selling access to network nodes rather than tokens.
Blockchain Nodes
A distributed network of computers that can validate blocks and transaction data by executing software.
Construction
How will DePIN disrupt the construction industry?
Decentralized Infrastructure
Analysis | Diagrams | Innovators
DePIN Architecture
Decentralized Physical Infrastructure Networks (DePIN) Architecture.
DePIN Asset Valuation
Analysis | Diagrams | Innovators
DePIN Business Model
A guide to understanding and implementing DePIN business models to disrupt industries and create sustainable competitive advantages.
DePIN Ecosystem
Analysis | Diagrams | Innovators
DePIN Engineer
A DePIN Systems Engineer is responsible for designing, building, and maintaining decentralized physical infrastructure networks (DePINs).
DePIN Extended Reality
Phygital Worlds Collide.
DePIN IoT Tech
Data | Diagrams | Innovators
DePIN Thesis
Analysis | Diagrams | Innovators
DeVin Labs
DeVIN Labs: Unifying the $1T wine asset class through data, DePIN and RWA tokenization.
Double Zero
doublezero.xyz
Drone Tech
DePIN Drone Tech.
Empire Santi Thesis
Diagrams | Matrices | Thinkers
Farming Industry
Data | Diagrams | Innovators
Finance Services Industry
Diagrams | Matrices | Thinkers
Food and Beverage
How will DePIN and AI impact the Food and Beverage industry?
Gaming Architecture
Analysis | Diagrams | Innovators
Geodnet
geodnet
Helium Telecom
What is needed to bring Helium to a new market?
Intercognitive
Analysis | Diagrams | Innovators
IoTex
Tables
Mawari
mawari.net: Extended Reality
Morpheus
Morpheus Open Source Platform for AI Smart Agents.
Network Protocols
Network protocols are a set of rules that govern how data is transmitted over a network. They define the format, order, and error-checking methods used in communication between devices.
Network States
Incentivized collaboration for the greater good through continuously improving open standards for decentralised governance.
Peaq
Analysis | Diagrams | Innovators
PropTech Construction
Products help real estate developers and construction companies manage their projects more efficiently. These products can help with project management, scheduling, budgeting, and more.
PropTech Finance and Investing
Investment and finance products help real estate investors manage their portfolios and make informed investment decisions. These products can help with property valuation, financial analysis, and more. Marketplace includes:
Real Estate Ecosystem
Analysis | Diagrams | Innovators
Real Estate Industry
Diagrams | Matrices | Thinkers
Real Estate Technology
Analysis | Diagrams | Thinkers
Shipping Industry
Google and AI set to disrupt shipping industry.
Sky Trade Air Rights
Diagrams | Matrices | Thinkers
Solar Industry
DePIN Solar Networks.
Supply Chain Industry
Diagrams
Technology
Diagrams |
Telco Network MEV
Analysis | Diagrams | Innovators
Telecom Industry
Analysis | Diagrams | Innovators
Tokenization
Tokenization technologies are fundamentally reshaping how (we) handle data, communicate, and trade in the age of agent driven commerce
Wealth Management Industry
How will Decentralized Intelligence and Participatory Capitalism change the business of wealth management?