Clare He

managing director @1kxnetwork // previously web2 tech investor and entrepreneur // ex- @morganstanley

[Wei Dai @_weidai]

A highlight of @1kxnetwork investments within our thesis on threat-resistant & compliant onchain privacy.

- @0xMiden: chain designed from the ground up for programmable privacy (ZK)
- @zksync: private & customizable prividiums (ZK)
- @inconetwork: user-friendly privacy layer for existing chains (TEEs)
- @SeismicSys: privacy-enabled EVM-based fintech L1 (TEEs)
- @ligero_inc: private account layer for all chains, custom-built for businesses (ZK)
- @0xPredicate: programmable policy infra, for privacy protocols, defi, & beyond
- @fiber_evm: private EVM wallet infra w/ a slick mobile app (ZK)

Here's the exciting bit: (at least) five of the above projects are about to go live this year!

2026 is the year for onchain privacy.

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At 1kx, we put our money where our mouth is.

We develop theses and partner with the best founders to realize the shared vision.

[Clare He @meteorclare]

In a market where the focus is often on price movements, it's time to talk about real value: on-chain revenue generation. 💰

Explore the latest 1kx On-Chain Revenue Report for insights into fees generated across the ecosystem. 🌐

[1kx @1kxnetwork]

We @1kxnetwork just released the most extensive report on monetization of the crypto industry to date:
The 1kx Onchain Revenue Report (H1 '25) aggregates verified onchain fee data across 1,200+ protocols - mapping where users pay, how value flows, and which sectors are driving growth👇

[Nichanan Kesonpat @nichanank]

https://t.co/FyyfjOErtT

[Peter / 1k(x) @pet3rpan_]

Founded 6+ years ago, @1kxnetwork's style of investing has needed to grow and evolve several times, but today the firm's core identity and operating mode is unmistakably clear. For those less familiar with us, here's an overview of what we do and how we operate.

[The Rollup @therollupco]

NEW EP: The Massive 'Infra to Apps' Shift in Crypto Investing with Wei Dai

For today's episode, @andyyy & @robbie_rollup had @_weidai, a research partner of @1kxnetwork, on to cover:

> The shift from infra to apps
> Investing in blockchain apps
> Rollup clusters and interop
> Consumer apps and brands

Full episode links below.

Timestamps:
00:00 Intro
01:26 Wei’s Intro To Crypto
05:30 Technical Valuation Metrics
13:33 New Chain Network Effects
21:14 What Are Rollup Clusters?
27:06 Next Iteration of Consumer Apps

[1kx @1kxnetwork]

Talk submission now open for d/Infra Summit 2025 👇

[Robert Koschig @KoschigRobert]

We @1kxnetwork just published our first report on DePIN tokenomics with @dylangbane and @tech_metrics from @MessariCrypto, starting with an analysis of incentive mechanisms on 100+ DePINs 🧵