1/ New episode - DePIN Roundtable Ep. 3 with @blockworksres Hosts: @santiagoroel @jasonbadeaux @MoneroMahesh @richhomiecon We had @0xMetaLight on to discuss: - Why $HNT & $GEOD will be deflationary within a year - The @dawninternet Black Box hardware launch - Product launch alpha from @daylightenergy_ - @inversion_cap hiring & MVNO talks - @EV3ventures's updated investing thesis 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 Watch on all platforms below⬇️