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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.
