1/ New episode - DePIN Roundtable Ep. 2 with @helium Hosts: @santiagoroel @jasonbadeaux @MoneroMahesh @richhomiecon We discuss: - DePIN Sector Update - Will crypto projects merge their equity and tokens? - Helium highlights: $32M ARR, 1M DAU, 100k hotspots 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 - 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 Watch on all platforms below ⬇️

2/ Watch on other platforms here: Y0uTube: rb.gy/2t6745 Podcasts: rb.gy/9kir9h

@Proof_Coverage @helium @santiagoroel @jasonbadeaux @MoneroMahesh @richhomiecon Oh this is gonna be a good one

@Proof_Coverage @amirhaleem @helium @santiagoroel @jasonbadeaux @MoneroMahesh @richhomiecon Would like to have seen you address the continued price drop of DePins in the wake of great news (HM, HNT). Also the potential effects on DePin Co’s whose coins offer little reward value (ie, HM). These chats are interesting, but don’t address what is most on investors minds.

@Proof_Coverage @helium @santiagoroel @jasonbadeaux @MoneroMahesh @richhomiecon I have an unused Nebra Indoor hotspot with Raspberry Pi for sale. Anyone interested? Hit me up.