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Santiago Santos, Jason Badeaux, Mahesh Ramakrishnan, and Connor Lovely explore the intersection of politics, technology, and the future of energy infrastructure. The conversation begins with reflections on New York politics and the power of authentic storytelling before shifting to the energy crisis, rising electricity prices, and the misalignment of traditional utility models. Jason discusses Daylight’s mission to decentralize energy markets, empowering individuals to participate in energy production and finance through distributed energy resources and tokenized financial products. The hosts draw parallels between marathon running and long-term commitment, contrasting this with modern shortcut culture, while examining how AI, electric vehicles, and DeFi are reshaping energy demand and financing. The episode offers insightful commentary on innovation, capital markets, and the future of sustainable power.

Timestamps:

00:00 - Introduction

01:45 - New York City Challenges

02:30 - The American Dream Debate

04:55 - New York Marathon

07:51 - DePIN and Daylight Announcement

08:25 - Electricity Pricing Issues

11:01 - Infrastructure Challenges

12:36 - Market Dynamics and Demand Growth

13:53 - Daylight App Features

15:32 - Distributed Energy Resources

17:42 - Future of Energy Prices

19:22 - Australia's Solar Market Success

22:55 - Customer Uptake and Market Expansion

25:46 - Tokenized Yield Products

27:43 - Capital Market Dynamics

29:27 - Duration Risk Management

31:09 - Quality of Underwriting in Solar Loans

33:38 - Daylight Pitch to Traditional Allocators

35:09 - Market Size and Opportunities

40:45 - Potential Collaboration with Base Power

47:23 - Challenges and Risks in the Token Market

50:44 - Speculative Capital & Revenue

54:08 - Helium's Market Position and Comparisons

56:35 - On-Chain Revenue and Governance Dynamics

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

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Connor talks with Harry Dewhirst about 375ai’s recent $10 million raise led by Delphi and Strobe, and their upcoming Token Generation Event (TGE) featuring the EAT token. They explore 375ai’s cutting-edge hardware — the 375edge mini data center and 375go mobile app with over 250,000 users — and discuss how the company’s buy-and-burn model, partnerships, and expansion plans are driving growth. Connor and Harry also touch on new devices like the 375street and Vault, and 375ai’s role within the DePIN and Solana ecosystems, showcasing how it’s reshaping the future of decentralized data.

Timestamps:

00:00 - Introduction

01:09 - Motivation Behind the Recent Fundraise

02:36 - Overview of Supply Side Devices

03:48 - Details on 375edge and 375go

08:28 - Deployment Strategy for 375edge

10:37 - Exploring Fractals and Crowdfunding Options

12:21 - Future Hardware: 375street and Vault

15:04 - Demand Side Use Cases and Partnerships

17:34 - Token Economy and Value Accrual

18:51 - Building on Solana and Community Support

20:28 - Closing Thoughts and Future Outlook

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

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Daylight is redefining the energy and crypto landscape with a $75 million raise — including $15M in equity led by Framework Ventures and $60M in project finance from Turtle Hole Capital. Discover how Daylight is merging clean energy, DeFi, and stablecoins to unlock new yield opportunities and scale solar + battery infrastructure across the U.S.

Timestamps:

00:00 - Introduction

03:35 - Overview of the Total Raise and $60 Million Debt Vehicle

06:08 - Flow of Funds and Revenue Generation

08:11 - Homeowner Perspective on Daylight Subscriptions

09:22 - Introduction to Daylight's DeFi Protocol

10:37 - Yield Opportunities in DeFi

12:01 - Stablecoin Utilization and Revenue Flow

12:43 - Timeline for DeFi Launch

13:05 - Confidence in Revenue Models and Market Performance

14:10 - Geographic Expansion Strategy

15:43 - Impact of AI Infrastructure on Energy Demand

16:46 - Future Plans for Token and Blockchain Deployment

18:39 - Community Involvement and Contribution Opportunities

20:42 - Closing Remarks and Future Outlook

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

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In this episode, host Connor Lovely talks with Ariel Seidman, founder and CEO of Hivemapper, to explore the fast-growing world of decentralized mapping. They discuss how Hivemapper has mapped 36% of the world’s roads in just a few years and why both individual contributors and commercial fleets are key to scaling the network. Ariel breaks down the company’s recent $32 million fundraising round, the role of the $HONEY token, and how Hivemapper’s data is powering applications like robo-taxis. The conversation also touches on evolving crypto policy in Washington, D.C., and the future of global mapping, from integrating vehicle cameras to balancing static and dynamic map data.

Timestamps:

00:00 - introduction

01:07 - Policy Engagement in D.C.

02:00 - Crypto Lobby Dynamics

02:47 - Resurgence of Tech in SF

03:29 - Market Mismatch for DePIN Tokens

04:35 - Supply vs. Demand in DePIN

06:44 - Customer Coverage Needs

08:28 - Fundraising Success

10:57 - Utilization of Funds

12:34 - Device Payment Plans

14:18 - Dash Cam Benefits

16:31 - Top Use Cases for Hivemapper Data

20:56 - Revenue Insights

24:00 - HONEY Token Economics

27:14 - Contributor Types and Growth

30:29 - Complementary Roles of Contributors

32:57 - Future Coverage Goals

36:02 - Fractals and Deployment Sharing

38:21 - Integration with Vehicle Cameras

40:02 - Static Feature Release Timelines

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

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In this episode, host Connor Lovely talks with Andrej Radonjic, co-founder of Grass, about the rapidly changing worlds of AI and crypto. They cover how the landscape has shifted since May 2024, from advances in Fully Homomorphic Encryption to the move toward reasoning models and multimodal systems. Andrej explains how Grass is tackling real-time data with live context retrieval, expanding its network through Grasshopper hardware, and building tools like ClipTagger 12B, while also growing its community and evolving revenue models. The conversation offers a clear look at the challenges, opportunities, and future direction of AI and crypto.

Timestamps:

0:00 - Introduction

1:03 - Shifts in AI and Crypto Landscapes

2:15 - Diminishing Returns in AI Scaling

4:48 - The Evolution of AI Models

6:06 - Grass’s Position in the AI Industry

7:57 - Multimodal Models and Their Growth Potential

9:07 - Challenges in Multimodal Data

11:06 - Live Context Retrieval Explained

12:11 - The Importance of Real-Time Data

13:11 - The Future of AI Search

15:07 - The Scraping Dilemma

18:08 - Grass’s Unique Opportunity

22:05 - Current Node Count and Future Goals

24:29 - Grasshopper and Network Expansion

28:08 - Grass’s Identity: DePIN or AI Project?

30:23 - ClipTagger12B and Video Search Innovations

39:40 - Customer Engagement and Revenue Insights

45:04 - Future Growth and Market Potential

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice

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Since recording this episode, Sourceful Energy has doubled down on what really matters: unlocking the greatest asset people already own—the battery in their car. With tens of millions of EVs on the road, each carrying enough energy to power a home for a week, this is the ultimate DePIN.

Our focus is clear: Zap + V2G. Zap is our unifying hardware, the plug that turns every EV, home battery, and solar system into a sovereign energy node. Homeowners keep control, decide when and how to participate, and get rewarded for providing real flexibility.

We're building this on Solana, because speed and scale matter. Millisecond response, real coordination of physical assets, and crypto-native growth.

What’s in it for you? Lower costs, real ownership of your energy, and the chance to turn your EV into a money-making, grid-stabilizing asset.

Zap + V2G + Solana = the rails of the world’s largest Virtual Power Plant.

Timestamps:

00:00 - Introductions

01:58 - Comparing Energy Markets: Sweden vs. US

06:00 - Tesla's Virtual Power Plants and Market Dynamics

09:55 - The Importance of a Flexible Grid

12:18 - Sourceful's Role in Energy Transition

14:15 - Building Connectivity in Energy Systems

19:57 - Exploring Sourceful's Active Nodes and Data

25:05 - User Value and Product Focus

26:50 - Choosing Solana: Technical and Community Aspects

33:06 - Future Blockchain Applications in Energy

37:28 - Pilots and Market Validation

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

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Connor is joined by Neil Chatterjee to explore DePIN’s vision for a user-powered internet, highlighting insights from recent conversations with policymakers in Washington and the importance of shaping the future of crypto in the U.S. The discussion covers innovative marketing strategies aimed at accessibility, the critical role of internet infrastructure, and how wireless and antenna technology are driving new possibilities for connectivity. Listeners will also learn about the DAWN  protocol, the launch of the black box as a new era of home internet access, and how decentralized internet can empower communities, enhance privacy, and intersect with advancements in AI. At its core, the conversation emphasizes community collaboration and the shared goal of building a trustless, decentralized internet.

Timestamps:

00:00 - Introduction

01:04 - Neil's Trip to Washington

DC02:11 - Congress's Reception to Crypto and DePIN

06:00 - Understanding Internet Infrastructure

10:07 - Dawn's Role in the Internet Ecosystem

12:01 - Wireless Technology and User Empowerment

14:26 - Andrina's Contribution to Dawn

18:57 - The Black Box: A New Hardware Solution

22:22 - Motivation Behind the Black Box

28:03 - Use Cases and Partnerships for the Black Box

32:47 - Go-to-Market Strategy for the Black Box

37:33 - Token Plans and Solana Ecosystem

40:11 - Lessons Learned as a DePIN Founder

41:35 - Building Relationships in the DePIN Community

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

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Santi, Jason, Sal & Connor  explore the realities of scaling. Highlighting why sometimes doing things that don’t scale is the key to growth -  and how lessons from running reflect the discipline required in business. The speakers discuss the fundraising journey, the importance of building strong investor relationships, and the unique value private equity can unlock, before diving into the intersection of crypto and DePIN technology and their potential to transform industries. From innovations in energy distribution to the surging demand for wireless and Helium’s deflationary model, they unpack the market dynamics shaping the future. At the core is a focus on community-driven user acquisition, clarity, and the principle of going slow to go fast.

Timestamps:

00:00 - Introduction

01:02 - Scaling Insights from Running and Business

05:58 - Fundraising Journey and Investor Relation

11:47 - Unique Insights in Private Equity and Crypto

18:03 -  DePIN Technology and Real-World Applications

23:47 -  Innovations in Energy and Distributed Power

29:57 - Market Strategies and User Acquisition

35:37 -  Helium's Deflationary Model and Market Dynamics

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

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Recorded at the EV3 DePIN Summit in Kenya, Connor speaks with Manolis Nikiforakis, CEO and Co-founder of WeatherXM, about how the company is revolutionizing weather data collection using IoT technology and crypto incentives. Manolis shares insights into their growing network of around 10,000 weather stations, with a focus on expanding coverage in the Global South where data is most scarce. The duo discusses the ambitious goal of deploying 30 million stations worldwide to dramatically improve weather accuracy. They explore how the use of blockchain - specifically Solana - helps incentivize local participation, drive community engagement, and support new revenue models, all while emphasizing the critical importance of data quality.

Timestamps:

00:00 - Introduction

02:51 - Expanding Global Network in the Global South

05:48 - Improving Weather Data Accuracy

09:03 - The Role of Crypto Incentives

11:43-  Revenue Models and Customer Use Cases

14:41 - Engaging with the Solana Community

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

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Recorded at the EV3 DePIN Summit in Kenya, Connor spoke with Mohan Ponnada, founder of DeCharge, at a beach resort in Mombasa, Kenya, about transforming the EV charging industry in emerging markets like Kenya and Tanzania. Ponnada discussed DeCharge’s move from India to Kenya to tap into the region’s growing gig economy and EV adoption, stressing the value of local partnerships. He outlined how DeCharge tackles the industry's fragmentation through a decentralized model that lets individuals and small businesses monetize idle charging infrastructure. With a goal of 25,000 stations by March and a seamless, app-free user experience, DeCharge is scaling quickly. The episode wrapped with insights into their upcoming token launch on the Solana blockchain to strengthen their decentralized foundation.

Timestamps:

00:00 - Introduction

01:03 - Exploring Emerging Markets

01:54 - Current Footprint and Local Partnerships

02:39 - Challenges in the EV Charging Industry

04:57 - Decentralization and Community Involvement

05:13 - Motivating Community Participation

08:07 - Bringing Your Own Device

09:06 - Current Network Status and Sales Growth

12:14 - Token Launch Plans and Blockchain Choice

14:32 - Why Solana?

16:29 - Where to Learn More About DeCharge

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.