Reflexivity Research Proposal

[thatguy1466]

Executive Summary

Reflexivity Research (https://www.reflexivityresearch.com/) proposes a 12 to 24 month partnership with Akash Network to produce recurring, institutional-grade Akash Quarterly Research, which includes quarterly reviews, four research reports on topics of your choosing, newsletter features, quarterly events co-hosted with Will Clemente and CoinMarketCap (digital), access to institutional speaking events (subject to availability), and broad distribution through our channels outlined below.

This partnership expands on existing work. Reflexivity authored the institutional AKT research used for Valour’s Akash SEK ETP, a regulated product that gives European investors exposure to AKT. We are deeply familiar with Akash’s technology and economics and have already passed a regulated issuer’s diligence requirements.

Budget

Option 1 – 12 Month Partnership (All Inclusive)

• Price: $70,000 USD equivalent in AKT
• Term: 12 months

Option 2 – 24 Month Partnership (All Inclusive, Discounted)

• Price: $100,000 USD equivalent in AKT
• Term: 24 months

Both options include, per 12 month period:

• 4 Akash Quarterly Review reports
• 12 features in the Reflexivity newsletter
• A CoinMarketCap spotlight segment featuring Akash

Additional amplification via:

• Reports featured on Bloomberg Terminals
• CoinMarketCap monthly newsletter
• Beluga newsletter feature
• Blockwire promotion
• Interview with a team member featured on TheStreet

Option 2 provides the same scope for two years at a roughly 30 percent lower annual cost versus the 12 month option.

What Reflexivity Will Do

1. Produce the “Akash Quarterly Review”

Reflexivity will produce recurring institutional reports. Each Quarterly Review covers:

• Network and usage: GPU, CPU, memory, storage capacity and utilization; workloads and job types
• Provider and economics: provider revenue, pricing trends, high-level ROI across GPU classes
• Demand and ecosystem: notable workloads, partnerships, integrations
• Token, staking, and treasury: circulating supply, staking ratios and flows
• Governance and roadmap: proposals, upgrades, upcoming milestones
• Special focus section: a rotating deep dive each quarter

Workflow:

• Reflexivity drafts V1 and sends it to the Akash core team and community.
• The core team and community provide factual edits and context.
• Reflexivity incorporates feedback while maintaining independent research standards.

Final reports are professionally designed and shipped as:

• A full PDF
• A broad distribution package

One Important Note
Although we typically refer to our offerings as “reports,” many clients of ours have found unique new use cases for our work. So, rather than writing a typical “Q4 Overview Report,” we have (in the past) instead been asked to write/help with the following:

• Thematic thought pieces (Solana stablecoins and RWAs)
• Gitbook help
• Case studies (Memento and Matter Labs)
• Educational community materials (for a BTC staking project that wanted us to help explain the basics of BTC, staking, PoS vs PoW, and how BTC staking works)
• Financial health evaluation of protocol for inclusion in a deck they would use to go out and attempt to raise VC funds
• Copy for hackathons
• Internal explainers only for the protocol team and onboarding docs

Any single quarterly report can be replaced by one of these or similar content/text-based research works.

2. Distribute Insights at Scale

Reflexivity will maximize reach across its owned and partner channels.

Newsletter Campaigns

• 12 month term: 12 newsletter features
• 24 month term: 24 newsletter features

Core and Partner Distribution

• Reflexivity Research newsletter (~50k subs)
• Beluga (~100k subs)
• CoinMarketCap newsletter (~1M subs) and social channels
• Blockwire plus traditional media (TheStreet with ~2 to 3 million daily visits)
• Bloomberg Terminal (~350k terminals)
• Quarterly CMC X or live events, with Akash featured twice per 12 month period
• Akash will also benefit from new distribution partners added during the engagement.

### Strategic Value to Akash

Visibility to Capital
Funds, desks, and family offices rely on investor-grade materials. Regular third-party Quarterly Reviews provide them with credible resources for investment committees and operational due diligence.

Narrative Ownership
In a competitive DePIN and AI compute market, consistent quarterly reporting gives Akash a sustained, data-driven narrative across crypto native and traditional finance audiences.

Provider and Builder Confidence
Structured reporting on usage, revenue, performance, and roadmap reduces uncertainty for GPU providers and developers vetting Akash.

Institutional Credibility
Reflexivity already produced the research used to launch Valour’s Akash SEK ETP. Extending that rigor across recurring reports and distributing them through Bloomberg and CoinMarketCap strengthens Akash’s standing with institutions.

### Timeline

Option 1 – 12 Months

• Kickoff, data access, first Quarterly Review and newsletter feature
• Second Quarterly Review and feature
• Third Quarterly Review and feature
• Fourth Quarterly Review (Year in Review)

All deliverables include full amplification through distribution partners.

Option 2 – 24 Months

Same cadence, repeated in Year 2:

• 8 Quarterly Reviews
• 6 newsletter campaigns
• 2 CMC segments
• 2 Valour institutional event slots

### Prior Examples

Reflexivity and its affiliates have produced institutional research and distribution support for:

• Valour
• Dinero (acquired by Plume) -
  Dinero-Reflexivity-Report (1).pdf
• Bitlayer
  Bitlayer-Reflexivity Report.pdf
• Maple Finance
  Maple Finance-Research Report.pdf
• Fairblock
• Plus research for leading L1s and protocols such as Solana, Avalanche, Uniswap, Near, THORchain, SEI, Babylon, Hedera, and others.
  https://www.reflexivityresearch.com/all-reports

### Call to Action: Recap

Reflexivity requests governance approval for one of the following:

Option 1

$70,000 USD equivalent in AKT for a 12-month partnership that includes 4 Quarterly Reviews, newsletter campaigns, a CMC spotlight, Valour institutional event access, and full institutional distribution.

Option 2

$100,000 USD equivalent in AKT for a 24-month partnership that includes 8 Quarterly Reviews and double the distribution and event access, at a meaningfully lower effective annual cost.

Through this structure and distribution footprint, Akash’s progress becomes consistently visible to investors, builders, providers, and media across the next one to two years.

[michaelbui-92]

Thanks but I think Akash doesn't need this.

[rodri-r]

Hello,

As Cheng mentioned yesterday during the sig economics call, it would be nice if you can share an example of the reports that you propose, so that they can be compared to Messari's report, which is what Akash has worked with in the past.

It was also mentioned that you could provide some analytics and possible results from the campaign, although like you said, people don't usually download PDFs from newsletters. So maybe an image would be better.