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        <title>Costanza Gallo</title>
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        <description>An anthropologist lost in the simulation: came for the tech, stayed for the techno.

Working at the intersection between web3 and BD.</description>
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            <title><![CDATA[Why I’m Betting on Real Crypto in an Era of Soft War - Investment thesis WIP]]></title>
            <link>https://paragraph.com/@costanza-gallo/why-i-m-betting-on-real-crypto-in-an-era-of-soft-war-investment-thesis-wip</link>
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            <pubDate>Tue, 01 Apr 2025 10:20:40 GMT</pubDate>
            <description><![CDATA[🧠 1. Thesis — The Real Fight Is Just BeginningWe’re not in a bear market. We’re in a build-or-die moment for freedom tech. The next few years will determine whether we get a future worth living in — or just better UX for authoritarianism. We’re entering the war economy era. And that means:War policiessurveillance, censorship, mass profiling. People are being surveilled and tracked by governments and private parties alike.The lines between political administrations and big techs are blurred a...]]></description>
            <content:encoded><![CDATA[<h3 id="h-1-thesis-the-real-fight-is-just-beginning" class="text-2xl font-header !mt-6 !mb-4 first:!mt-0 first:!mb-0">🧠 1. Thesis — The Real Fight Is Just Beginning</h3><p>We’re not in a bear market. We’re in a build-or-die moment for freedom tech. The next few years will determine whether we get a future worth living in — or just better UX for authoritarianism. We’re entering the <strong>war economy era</strong>. And that means:</p><h3 id="h-war-policies" class="text-2xl font-header !mt-6 !mb-4 first:!mt-0 first:!mb-0"><strong>War policies</strong></h3><ul><li><p>surveillance, censorship, mass profiling. People are being surveilled and tracked by governments and private parties alike.</p></li><li><p>The lines between political administrations and big techs are blurred and often crossed: big corporations are a tool in the hands of governments.</p></li><li><p>Bank accounts won’t cut it anymore. A polarized world, means that a world with economic and financial sanctions: a world where SEPA transfers aren’t possible anymore, because too many people are outside of this system.</p></li></ul><p> 💡</p><ul><li><p><strong><em>Thesis: we need independent and neutral infra</em></strong></p></li></ul><h3 id="h-no-privacy-by-default-only-what-we-defend-and-rebuild" class="text-2xl font-header !mt-6 !mb-4 first:!mt-0 first:!mb-0"><strong>No privacy by default</strong> — only what we defend and rebuild</h3><ul><li><p>People are getting arrested or deported for their social media posts, there’s no freedom or privacy anymore</p></li><li><p>Until now the importance of privacy was hard to explain to the average Joe, in 2025 privacy it’s taking more and more prime time in the mainstream discourse: Paragon solution hacking whatsapp and selling the backdoor to governments worldwide to spy on activists and journalists made noises. A few years ago people would have defended governments using Paragon, now they don’t anymore. The shift is happening.</p></li></ul><p> 💡</p><ul><li><p><strong><em>Thesis: we need privacy toolings</em></strong></p></li></ul><h3 id="h-cybersecurity-threats-are-going-mainstream" class="text-2xl font-header !mt-6 !mb-4 first:!mt-0 first:!mb-0"><strong>Cybersecurity threats are going mainstream</strong></h3><ul><li><p>Lazarus hacking crypto wallet isn’t niche anymore. It’s a preview, and so cybersecurity isn’t optional anymore. In 2024 they stole 1.4B in the entire year, in 2025 they stole 1.5B in a single hack. They now have 1.5B to invest in R&amp;D to hack even more, this isn’t an escalation: it’s a feedback loop.</p></li><li><p>It’s not only about crypto/DPKR hacks: <a target="_blank" rel="noopener noreferrer nofollow ugc" class="dont-break-out" href="https://www.esentire.com/web-native-pages/cybercrime-to-cost-the-world-9-5-trillion-usd-annually-in-2024">Cybercrime costed approximately $9.5 trillion USD in 2024</a>. This means that crypto cybersecurity tooling have a real use cases, and will grow esponentially.</p></li></ul><p> 💡</p><ul><li><p><strong><em>Thesis: we need battle tested cybersecurity tools</em></strong></p></li></ul><p><em>They say that crisis bring opportunities and I bet that in the chaos, people will wake up, and will demand tools that protect them.</em></p><h3 id="h-what-im-betting-on" class="text-2xl font-header !mt-6 !mb-4 first:!mt-0 first:!mb-0">What I&apos;m betting on</h3><ul><li><p><strong>Privacy tech</strong> (VPNs, mixnets, metadata resistance, secure P2P messaging)</p></li><li><p><strong>Simple wallets + DeFi</strong> with real-world use cases, it can go mainstream only if it’s easy to use. As easy as PayPal.</p></li><li><p><strong>DePIN</strong>: for access, resilience, and uncensorable infra</p></li><li><p><strong>Decentralized social media</strong> that actually works and has an audience of non crypto native people</p></li><li><p><strong>Decentralized AI</strong> before it becomes the next surveillance weapon</p></li><li><p><strong>B2C Dapps</strong> that can be used by everyone, including my mother, and that are safe, censorship resistant and privacy preserving</p></li></ul><blockquote><p><em>Centralized AI will profile, rank, and control people faster than any regime ever could.</em></p><p><em>If we don’t decentralize AI now, the window will close.</em></p></blockquote><p>I back projects that integrate instead of reinvent, solve real user needs, and move fast in the face of risk.</p><h3 id="h-2-what-i-bring-my-unfair-advantage" class="text-2xl font-header !mt-6 !mb-4 first:!mt-0 first:!mb-0">⚔️ 2. What I Bring — My Unfair Advantage</h3><p>You don’t need another partnership / BD / community manager.</p><p>You need someone who can build, position, and protect.</p><ul><li><p><strong>Battle-Tested Operator</strong>: Led growth, ecosystem, BD, and crisis comms inside censorship-resistance projects — even when the orgs imploded</p></li><li><p><strong>Narrative Firepower</strong>: FT-featured, Ethereum events and WEF speaker, clear voice in the privacy fight that can attend both CCC and Davos.</p></li><li><p><strong>Crypto Anthropologist</strong>: deep understanding of human behaviour behind the tech, the usage and the policies</p></li><li><p><strong>Network Access</strong>: Deep ties in crypto, policy, privacy, VC, and dev communities</p></li><li><p><strong>Founder-Level Execution</strong>: I embed fast, build fast, and don’t need handholding</p></li></ul><hr><h3 id="h-3-what-im-looking-for" class="text-2xl font-header !mt-6 !mb-4 first:!mt-0 first:!mb-0">🔍 3. What I’m Looking For</h3><ul><li><p>Builders creating tools that will matter when freedom is on the line</p></li><li><p>Projects 3 months ahead of the world</p></li><li><p>Teams who need real traction: BD, strategy, ecosystem expansion, and narrative</p></li></ul><p>Engagements can start tactical. But I’m looking for <strong>equity, tokens, or founder-level collaboration</strong>.</p><hr><h3 id="h-4-call-to-action" class="text-2xl font-header !mt-6 !mb-4 first:!mt-0 first:!mb-0">📬 4. Call to Action</h3><p>If you&apos;re building what the world will <em>need</em> when the crackdown comes — not just what VCs want today — reach out.</p><p>📩 DM me on twitter @costgallo</p><p>📧 Email me costgallo_at_gmail.com</p><p>🧭 Find me before they shut the lights off</p>]]></content:encoded>
            <author>costanza-gallo@newsletter.paragraph.com (Costanza Gallo)</author>
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