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
3/ Mint our @helium episode on @podsdotmedia: rb.gy/tyzky0