Goodnow, revolutionaries—

Today, the guys welcome back Gerard aka Geebz, our go-to VC correspondent, for a rich discussion on the state of crypto post-Consensus.

They cover:

• Reflections on Consensus (spoiler: RWAs are everywhere)
• How to approach and get started in DePIN (decentralized physical infrastructure)
• Insights on DeSci (where it’s working and where it’s not)
• A new mental model to understand the major sectors of crypto
• And in closing thoughts: Is the crypto 4-year cycle theory broken? Or was it always just a narrative?

Don’t miss this one if you want a sharp, no-fluff analysis of what’s real and what’s hype in the crypto space.

🔗 Links from the Episode:

• Geebz on X – https://x.com/0xGeebz
• Geebz’ Blog – https://magicinternetmoney.beehiiv.com
• DePIN Scan – https://depinscan.io
• Previous DePIN Hub episode – https://www.youtube.com/watch?v=FMq5RVu6K6k&list=PLyf7SgDXsybXxC2spjcprDdCc52j-sTej&index=27

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