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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.