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In this episode Connor and Sean Murray, Crypto & US Lead at Fuse Energy, a vertically integrated energy company experiencing rapid growth. The conversation covers the company's ambitious projects, regulatory achievements with the SEC , including a landmark No-Action Letter, and impressive growth metrics such as reaching 200,000 homes and scaling annualized revenues to $300 million. The discussion also explores challenges and strategies in the energy sector, including market deregulation, infrastructure bottlenecks, and the potential of innovative solutions like the Energy Network to alleviate grid congestion.
Timestamps:
00:00 - Introduction
00:56 - Challenges in Modern Infrastructure
03:59 - Big News: SEC No-Action Letter
06:37 - Explosive Growth and Business Model
10:03 - Understanding the Energy Market
15:23 - Future Plans and Innovations
23:16 - Addressing Grid Capacity Issues
26:53 - Energy Network and Token Utility
43:30 - Closing Remarks and Future Outlook
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
Follow Proof of Coverage Media: https://x.com/Proof_CoverageIn this episode Connor sits down with Parker White, COO & CIO at DeFi Development Corp to discuss the strategies and future plans of DFDV, a pioneer in Solana-based Digital Asset Trusts (DATs). The founders, primarily former Kraken employees, discuss the initial inspiration and rapid development of their company. They delve into the significant advantages of Solana over other asset classes, such as Ethereum and Bitcoin, and emphasize the importance of being a first mover in the market. Key strategies include leveraging capital markets for growth, deploying assets on-chain to generate yield, and potential international expansions. The conversation also explores the market dynamics of DATs, comparing them to ETFs, and underlines a commitment to long-term ecosystem support and growth. The founders assert that the four-year cycle is dead, positing that cryptocurrencies now move in alignment with mega high beta tech stocks, driven by liquidity conditions.Timestamps: 00:00 - Introduction00:48 - The Rise of DFDV: From Idea to Public Company04:02 - The Founding Team: Ex-Kraken Knights05:28 - Why Solana?09:03 - The Proliferation of DATs13:42 - Active Management Strategies for Solana20:13 - Reflecting on the Galaxy FTX Estate Deal20:54 - International Treasury Accelerator Program23:20 - Challenges of Mergers and Acquisitions in DATs26:31 - Maintaining MAV Multiples Amid Market Compression29:48 - The Death of the Four-Year Cycle34:34 - Adapting Strategies for Bull and Bear Markets37:41 - Future Plans and Integration in DeFi Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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In this episode Connor & Mahesh sit down with Akshay Poshatwar & Nishikant Bahalkar, founders of Qiro, to discuss their ground-breaking platform aimed at tackling adverse selection through a unique credit risk underwriting protocol. Akshay shares his journey from the FinTech industry in India, highlighting the potential for global capital access through decentralized finance. Nishikant adds his insights on the evolution of blockchain and DeFi, emphasizing the benefits and challenges in Real World Assets (RWA) lending. The discussion includes how Qiro aims to bridge TradFi and DeFi, offering solutions for different asset classes and the promising future of decentralized infrastructure networks (DePIN). The episode wraps up with a look towards the company's rapid growth and their search for strategic hires, particularly in business development within the U.S. and Europe.
Timestamps:
00:00 - Introduction
00:46 - Meet the Qiro Team
01:53 - Founders' Backgrounds and Journey
09:35 - Understanding Qiro's Unique Platform
13:30 - Challenges and Innovations in RWA Lending
24:36 - DePIN Networks and Future Prospects
31:13 - Hiring and Growth at Qiro
33:52 - Conclusion and Contact Information
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Santiago Santos, Jason Badeaux, Mahesh Ramakrishnan, and Connor Lovely explore the intersection of politics, technology, and the future of energy infrastructure. The conversation begins with reflections on New York politics and the power of authentic storytelling before shifting to the energy crisis, rising electricity prices, and the misalignment of traditional utility models. Jason discusses Daylight’s mission to decentralize energy markets, empowering individuals to participate in energy production and finance through distributed energy resources and tokenized financial products. The hosts draw parallels between marathon running and long-term commitment, contrasting this with modern shortcut culture, while examining how AI, electric vehicles, and DeFi are reshaping energy demand and financing. The episode offers insightful commentary on innovation, capital markets, and the future of sustainable power.
Timestamps:
00:00 - Introduction
01:45 - New York City Challenges
02:30 - The American Dream Debate
04:55 - New York Marathon
07:51 - DePIN and Daylight Announcement
08:25 - Electricity Pricing Issues
11:01 - Infrastructure Challenges
12:36 - Market Dynamics and Demand Growth
13:53 - Daylight App Features
15:32 - Distributed Energy Resources
17:42 - Future of Energy Prices
19:22 - Australia's Solar Market Success
22:55 - Customer Uptake and Market Expansion
25:46 - Tokenized Yield Products
27:43 - Capital Market Dynamics
29:27 - Duration Risk Management
31:09 - Quality of Underwriting in Solar Loans
33:38 - Daylight Pitch to Traditional Allocators
35:09 - Market Size and Opportunities
40:45 - Potential Collaboration with Base Power
47:23 - Challenges and Risks in the Token Market
50:44 - Speculative Capital & Revenue
54:08 - Helium's Market Position and Comparisons
56:35 - On-Chain Revenue and Governance Dynamics
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor talks with Harry Dewhirst about 375ai’s recent $10 million raise led by Delphi and Strobe, and their upcoming Token Generation Event (TGE) featuring the EAT token. They explore 375ai’s cutting-edge hardware — the 375edge mini data center and 375go mobile app with over 250,000 users — and discuss how the company’s buy-and-burn model, partnerships, and expansion plans are driving growth. Connor and Harry also touch on new devices like the 375street and Vault, and 375ai’s role within the DePIN and Solana ecosystems, showcasing how it’s reshaping the future of decentralized data.
Timestamps:
00:00 - Introduction
01:09 - Motivation Behind the Recent Fundraise
02:36 - Overview of Supply Side Devices
03:48 - Details on 375edge and 375go
08:28 - Deployment Strategy for 375edge
10:37 - Exploring Fractals and Crowdfunding Options
12:21 - Future Hardware: 375street and Vault
15:04 - Demand Side Use Cases and Partnerships
17:34 - Token Economy and Value Accrual
18:51 - Building on Solana and Community Support
20:28 - Closing Thoughts and Future Outlook
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Daylight is redefining the energy and crypto landscape with a $75 million raise — including $15M in equity led by Framework Ventures and $60M in project finance from Turtle Hole Capital. Discover how Daylight is merging clean energy, DeFi, and stablecoins to unlock new yield opportunities and scale solar + battery infrastructure across the U.S.
Timestamps:
00:00 - Introduction
03:35 - Overview of the Total Raise and $60 Million Debt Vehicle
06:08 - Flow of Funds and Revenue Generation
08:11 - Homeowner Perspective on Daylight Subscriptions
09:22 - Introduction to Daylight's DeFi Protocol
10:37 - Yield Opportunities in DeFi
12:01 - Stablecoin Utilization and Revenue Flow
12:43 - Timeline for DeFi Launch
13:05 - Confidence in Revenue Models and Market Performance
14:10 - Geographic Expansion Strategy
15:43 - Impact of AI Infrastructure on Energy Demand
16:46 - Future Plans for Token and Blockchain Deployment
18:39 - Community Involvement and Contribution Opportunities
20:42 - Closing Remarks and Future Outlook
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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In this episode, host Connor Lovely talks with Ariel Seidman, founder and CEO of Hivemapper, to explore the fast-growing world of decentralized mapping. They discuss how Hivemapper has mapped 36% of the world’s roads in just a few years and why both individual contributors and commercial fleets are key to scaling the network. Ariel breaks down the company’s recent $32 million fundraising round, the role of the $HONEY token, and how Hivemapper’s data is powering applications like robo-taxis. The conversation also touches on evolving crypto policy in Washington, D.C., and the future of global mapping, from integrating vehicle cameras to balancing static and dynamic map data.
Timestamps:
00:00 - introduction
01:07 - Policy Engagement in D.C.
02:00 - Crypto Lobby Dynamics
02:47 - Resurgence of Tech in SF
03:29 - Market Mismatch for DePIN Tokens
04:35 - Supply vs. Demand in DePIN
06:44 - Customer Coverage Needs
08:28 - Fundraising Success
10:57 - Utilization of Funds
12:34 - Device Payment Plans
14:18 - Dash Cam Benefits
16:31 - Top Use Cases for Hivemapper Data
20:56 - Revenue Insights
24:00 - HONEY Token Economics
27:14 - Contributor Types and Growth
30:29 - Complementary Roles of Contributors
32:57 - Future Coverage Goals
36:02 - Fractals and Deployment Sharing
38:21 - Integration with Vehicle Cameras
40:02 - Static Feature Release Timelines
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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In this episode, host Connor Lovely talks with Andrej Radonjic, co-founder of Grass, about the rapidly changing worlds of AI and crypto. They cover how the landscape has shifted since May 2024, from advances in Fully Homomorphic Encryption to the move toward reasoning models and multimodal systems. Andrej explains how Grass is tackling real-time data with live context retrieval, expanding its network through Grasshopper hardware, and building tools like ClipTagger 12B, while also growing its community and evolving revenue models. The conversation offers a clear look at the challenges, opportunities, and future direction of AI and crypto.
Timestamps:
0:00 - Introduction
1:03 - Shifts in AI and Crypto Landscapes
2:15 - Diminishing Returns in AI Scaling
4:48 - The Evolution of AI Models
6:06 - Grass’s Position in the AI Industry
7:57 - Multimodal Models and Their Growth Potential
9:07 - Challenges in Multimodal Data
11:06 - Live Context Retrieval Explained
12:11 - The Importance of Real-Time Data
13:11 - The Future of AI Search
15:07 - The Scraping Dilemma
18:08 - Grass’s Unique Opportunity
22:05 - Current Node Count and Future Goals
24:29 - Grasshopper and Network Expansion
28:08 - Grass’s Identity: DePIN or AI Project?
30:23 - ClipTagger12B and Video Search Innovations
39:40 - Customer Engagement and Revenue Insights
45:04 - Future Growth and Market Potential
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice
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Since recording this episode, Sourceful Energy has doubled down on what really matters: unlocking the greatest asset people already own—the battery in their car. With tens of millions of EVs on the road, each carrying enough energy to power a home for a week, this is the ultimate DePIN.
Our focus is clear: Zap + V2G. Zap is our unifying hardware, the plug that turns every EV, home battery, and solar system into a sovereign energy node. Homeowners keep control, decide when and how to participate, and get rewarded for providing real flexibility.
We're building this on Solana, because speed and scale matter. Millisecond response, real coordination of physical assets, and crypto-native growth.
What’s in it for you? Lower costs, real ownership of your energy, and the chance to turn your EV into a money-making, grid-stabilizing asset.
Zap + V2G + Solana = the rails of the world’s largest Virtual Power Plant.
Timestamps:
00:00 - Introductions
01:58 - Comparing Energy Markets: Sweden vs. US
06:00 - Tesla's Virtual Power Plants and Market Dynamics
09:55 - The Importance of a Flexible Grid
12:18 - Sourceful's Role in Energy Transition
14:15 - Building Connectivity in Energy Systems
19:57 - Exploring Sourceful's Active Nodes and Data
25:05 - User Value and Product Focus
26:50 - Choosing Solana: Technical and Community Aspects
33:06 - Future Blockchain Applications in Energy
37:28 - Pilots and Market Validation
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor is joined by Neil Chatterjee to explore DePIN’s vision for a user-powered internet, highlighting insights from recent conversations with policymakers in Washington and the importance of shaping the future of crypto in the U.S. The discussion covers innovative marketing strategies aimed at accessibility, the critical role of internet infrastructure, and how wireless and antenna technology are driving new possibilities for connectivity. Listeners will also learn about the DAWN protocol, the launch of the black box as a new era of home internet access, and how decentralized internet can empower communities, enhance privacy, and intersect with advancements in AI. At its core, the conversation emphasizes community collaboration and the shared goal of building a trustless, decentralized internet.
Timestamps:
00:00 - Introduction
01:04 - Neil's Trip to Washington
DC02:11 - Congress's Reception to Crypto and DePIN
06:00 - Understanding Internet Infrastructure
10:07 - Dawn's Role in the Internet Ecosystem
12:01 - Wireless Technology and User Empowerment
14:26 - Andrina's Contribution to Dawn
18:57 - The Black Box: A New Hardware Solution
22:22 - Motivation Behind the Black Box
28:03 - Use Cases and Partnerships for the Black Box
32:47 - Go-to-Market Strategy for the Black Box
37:33 - Token Plans and Solana Ecosystem
40:11 - Lessons Learned as a DePIN Founder
41:35 - Building Relationships in the DePIN Community
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Santi, Jason, Sal & Connor explore the realities of scaling. Highlighting why sometimes doing things that don’t scale is the key to growth - and how lessons from running reflect the discipline required in business. The speakers discuss the fundraising journey, the importance of building strong investor relationships, and the unique value private equity can unlock, before diving into the intersection of crypto and DePIN technology and their potential to transform industries. From innovations in energy distribution to the surging demand for wireless and Helium’s deflationary model, they unpack the market dynamics shaping the future. At the core is a focus on community-driven user acquisition, clarity, and the principle of going slow to go fast.
Timestamps:
00:00 - Introduction
01:02 - Scaling Insights from Running and Business
05:58 - Fundraising Journey and Investor Relation
11:47 - Unique Insights in Private Equity and Crypto
18:03 - DePIN Technology and Real-World Applications
23:47 - Innovations in Energy and Distributed Power
29:57 - Market Strategies and User Acquisition
35:37 - Helium's Deflationary Model and Market Dynamics
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Recorded at the EV3 DePIN Summit in Kenya, Connor speaks with Manolis Nikiforakis, CEO and Co-founder of WeatherXM, about how the company is revolutionizing weather data collection using IoT technology and crypto incentives. Manolis shares insights into their growing network of around 10,000 weather stations, with a focus on expanding coverage in the Global South where data is most scarce. The duo discusses the ambitious goal of deploying 30 million stations worldwide to dramatically improve weather accuracy. They explore how the use of blockchain - specifically Solana - helps incentivize local participation, drive community engagement, and support new revenue models, all while emphasizing the critical importance of data quality.
Timestamps:
00:00 - Introduction
02:51 - Expanding Global Network in the Global South
05:48 - Improving Weather Data Accuracy
09:03 - The Role of Crypto Incentives
11:43- Revenue Models and Customer Use Cases
14:41 - Engaging with the Solana Community
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Recorded at the EV3 DePIN Summit in Kenya, Connor spoke with Mohan Ponnada, founder of DeCharge, at a beach resort in Mombasa, Kenya, about transforming the EV charging industry in emerging markets like Kenya and Tanzania. Ponnada discussed DeCharge’s move from India to Kenya to tap into the region’s growing gig economy and EV adoption, stressing the value of local partnerships. He outlined how DeCharge tackles the industry's fragmentation through a decentralized model that lets individuals and small businesses monetize idle charging infrastructure. With a goal of 25,000 stations by March and a seamless, app-free user experience, DeCharge is scaling quickly. The episode wrapped with insights into their upcoming token launch on the Solana blockchain to strengthen their decentralized foundation.
Timestamps:
00:00 - Introduction
01:03 - Exploring Emerging Markets
01:54 - Current Footprint and Local Partnerships
02:39 - Challenges in the EV Charging Industry
04:57 - Decentralization and Community Involvement
05:13 - Motivating Community Participation
08:07 - Bringing Your Own Device
09:06 - Current Network Status and Sales Growth
12:14 - Token Launch Plans and Blockchain Choice
14:32 - Why Solana?
16:29 - Where to Learn More About DeCharge
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Recorded at the EV3 DePIN Summit in Zanzibar, Connor sits down with Samuel Welde, co-founder of Onocoy - a project using decentralized networks to boost GPS accuracy in emerging markets like Africa and South America. Samuel explains how Onocoy leverages Solana’s speed, low fees, and developer support to power billions of autonomous devices with affordable, centimeter-level precision. They discuss the limitations of traditional GPS, Onocoy’s expansion in countries like Kenya and Tanzania, and the project’s unique tokenomics, including the BONO beta token and upcoming ONO token, aimed at incentivizing long-term network growth.
Timestamps:
00:00 - Introduction
01:05 - DePIN Summit in Zanzibar
01:45 - Challenges in the GPS Industry
03:12 - Improving GPS Accuracy with Onocoy
05:06 - Market Strategy in Emerging Markets
06:44 - Global Coverage Goals
09:44 - Community Building and Token Launch
10:44 - Building on Solana
13:18 - Monetization and Demand Side Strategy
18:14 - Getting Involved with Onocoy
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Recorded at the EV3 DePIN Summit in Kenya, host Connor welcomed back Alireza Ghods, Co-founder and CEO of Natix, for his fifth appearance. Alireza shared insights from his trip to Mombasa and the opportunities for crypto adoption in Africa, highlighting Natix’s demand-led approach through partnerships with local businesses. He discussed the company’s dual focus on mapmaking and autonomous driving, noting the higher value and longevity of autonomous driving data. Alireza also reflected on Natix’s token on Solana, praised its usability, and teased major collaborations as the company focuses on scaling and revenue growth.
Timestamps:
00:00 - Introduction
01:08 - Emerging Markets and Product Fit in Africa
02:07 - Current Footprint in Africa and Demand Strategy
03:11 - Focus on Autonomous Driving vs. Mapmaking
04:32 - Data Requirements for Autonomous Driving
06:06 - Monetizing Data for Mapmaking and Autonomous Driving
08:06 - Understanding AI Models in Autonomous Vehicles
10:32 - Experience with Solana and Token Launch
12:52 - Future Plans and Upcoming Announcements
14:13 - How to Get Involved and Learn More
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Santiago Santos, Jason Badeaux, Mahesh Ramakrishnan and Connor Lovely welcome Nick Carpinito from Blockworks Research to discuss Helium’s path toward deflation, decentralized energy grids, and the role of crypto and private equity in solving large-scale challenges. They touch on New York’s political climate and its potential impact on innovation, highlight Inversion’s talent-focused approach, and explore user-generated services like Daisy that enable real-time content monetization. Nick shares insights on Helium and Geodnet’s growth, tokenomics, and capital attraction, with the conversation underscoring the need for clear, aligned structures that prioritize community benefits over traditional shareholder gains.
Timestamps:
00:00 - Introduction
01:24 - New York Politics and Social Issues
02:24 - New York vs. San Francisco
03:16 - The Role of DePIN in Social Cohesion
03:58 - Mamdani's Stance on Crypto
04:17 - Inversion's Recent Developments
05:34 - Hiring Trends and Talent in Crypto
06:58 - Building in the Open vs. Secrecy
08:53 - Insights on Hiring and Talent Acquisition
09:54 - The Intersection of Crypto and Tradfi
10:04 - Helium's Growth and MVNO Metrics
12:09 - DePIN's Potential in Payments
19:06 - The Concept of User-Generated Services
22:19 - Introduction of Nick from Blockworks Research
22:45 - Helium's Revenue Growth and Deflationary Potential
25:03 - Tokenomics and Equity Conversion Discussions
29:00 - The Importance of Clarity in Token Structures
31:27 - Corporate Structures and Alignment in Crypto
34:29 - Geodnet's Growth and Market Position
39:29 - Revenue Dynamics in Geodnet and Helium
41:42 - Earnings Dispersion Among Deployers
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor and Sal are joined by guests Jack Platts and Mehdi Farooq to explore the evolving landscape of crypto investment, venture capital, and deep tech. They discuss strategies for unlocking value in crypto assets, the critical role of NAV in investment decisions, and the rise of micro strategies in deal-making. The conversation also covers the resurgence of ICOs, the importance of disciplined evaluation of investment vehicles, and the global perspectives shaping today’s crypto markets. Jack and Mehdi share insights on how podcasting drives research and networking, while emphasizing the transformative impact of deep tech on robotics and AI. The episode wraps with a look at why community building remains essential for startup success in decentralized ecosystems.
Timestamps:
00:00 - Introduction
01:47 - The Value of Podcasting
03:12 - Podcasting as a Platform for Founders
04:11 - Jack's Perspective on Podcasting
05:47 - Micro Strategy and Investment Trends
06:18 - Understanding Capital Markets
07:56 - Evaluating Investment Vehicles
11:07 - Natural Buyers for Investment Vehicles
16:00 - Long-term NAV Multiples
20:50 - 21 Capital Investment Insights
24:02 - Expanding Beyond Bitcoin
30:53 - Global Investment Perspectives
34:09 - Lessons from Polkadot
40:06 - The ICO Meta and Community Building
46:04 - DePIN Investments and Future Outlook
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor, Mahesh, Santi, and Jason are joined by Amir Haleem of Helium to explore the evolving landscape of decentralized networks. They dive into Helium’s impressive revenue growth - from $400K to $2.7M per month - driven by its mobile subscriber base, and discuss the complexities of blending off-chain and on-chain revenue. The conversation covers tokenized equity, sustainable business models beyond token sales, and the convergence of crypto with traditional finance. Amir shares how Helium has shifted from a crypto-first approach to prioritizing service delivery and user satisfaction, offering key lessons in product distribution, user retention, and innovative tokenomics.
Timestamps:
00:00 - Introduction
02:25 - Microstrategy and Digital Asset Accumulation
03:42 - Market Trends: Crypto and Wall Street
05:03 - Santi's Perspective on Market Efficiency
06:19 - DePIN Projects and Public Market Strategies
06:41 - Helium's Potential for Going Public
08:50 - Cash Flow and Tokenomics in DePIN
12:07 - Helium's Recent Revenue Growth
12:55 - PMF for DePIN Networks
18:03 - User Engagement and Helium's Growth
19:05 - Helium's Revenue Sources Explained
21:06 - Convergence of Off-Chain and On-Chain Revenue
24:12 - Learning from Helium's Evolution
25:03 - Focus on Distribution Over Product
27:27 - Daily Active Users and Their Interaction
31:26 - Valuable Users and Helium's Ecosystem
33:45 - Cloud Points and User Experience
36:44 - Retention Curves: Crypto vs. Traditional Users
39:59 - Aligning Token and Equity Interests
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor speaks with Tom Trowbridge, co-founder of Fluence Labs and host of the DePIN Day & DePINEd Podcast about the evolving world of decentralized compute platforms and the broader DePIN ecosystem. Tom explains how Fluence operates as a “cloudless” service—open, resilient, and more cost-effective than traditional cloud providers—and outlines its innovative tokenomics, including fixed-dollar payments to contributors and a capped token supply to build investor trust. The discussion explores how DePINs offer unique advantages over centralized models like Uber and Airbnb, particularly the ability for early participants to benefit from token appreciation. Tom also touches on governance, buy-and-burn mechanisms, and how the convergence of hardware, open-source technology, and crypto economics is driving the future of decentralized infrastructure.
Timestamps:
00:00 - Introduction
02:54 - The Benefits of Podcasting
05:10 - Overview of Fluence and Its Mission
07:54 - Tokenomics Insights and Security Considerations
10:01 - DePIN as Sharing Economy 2.0
12:32 - Marketing Dynamics in DePIN vs. Traditional Models
14:10 - Payment Structures: Stablecoins vs. Native Tokens
16:55 - Staking Rewards and Their Implications
18:18 - Token Supply: Capped vs. Uncapped
20:49 - Token Value Accrual Methods
25:09 - Best Practices in Revenue Generation and Tokenomics
29:29 - Future Opportunities in the DePIN Sector
31:00 - Conclusion and Final Thoughts
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
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Connor speaks with Yumin, founder of Galxe, a crypto project focused on onboarding users through learning and earning rather than purchasing. They explore Yumin’s early experiences with technology in 2000s China, the evolving landscape for elite students, and the growing emphasis on innovation and entrepreneurship. Yumin shares Galxe’s mission to make crypto more accessible through on-chain quests powered by zero-knowledge proofs, enhancing privacy and transparency. He also introduces Gravity Chain, Galxe’s high-performance blockchain designed to improve the multi-chain user experience, and discusses the Galxe Identity Protocol and Passport, which enable users to manage digital identities with privacy and control.
Timestamps:
00:00 - Introduction
01:09 - Yumin's Background in China's Tech Scene
03:57 - Opportunities for Elite Students in Tech
06:16 - Onboarding Users through Earning Crypto
07:15 - Evolution of Quests: From Off-Chain to On-Chain
09:24 - Implementing On-Chain Quests with zk Proofs
12:36 - Introduction of Gravity Chain
16:45 - Building a High-Performance Blockchain
20:14 - Digital Identity in the Blockchain Space
27:57 - Galxe's Revenue Model and Future Plans
29:40 - Conclusion and Where to Find Galxe
Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.