Gm! In this episode, Sean Carey, Partner at Borderless Capital, joined us to discuss all things DePIN! We dove into DePIN selling points, the sustainability of DePIN projects, and what infrastructure makes the most sense for DePIN. Additionally, we spoke about why crypto and DePIN work so well together. Finally, we closed the episode by discussing Solana’s impact on the future of DePIN networks. Enjoy!

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(00:00) Introduction

(04:53) Borderless Capital's DePIN Fund

(11:59) DePIN Selling Points to LPs

(28:09) Sei Ad

(28:36) How Many DePIN Projects Are Sustainable?

(35:02) What Infrastructure Makes the Most Sense For DePIN?

(43:21) DePIN Needs Crypto

(58:33) Solana's Impact on DePIN

(1:03:01) Optimizing L1s For DePIN

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.