DePIN Roundtable Ep.3 with Blockworks Research | Nick Carpinito

13/08/2025 56 min

Listen "DePIN Roundtable Ep.3 with Blockworks Research | Nick Carpinito"

Episode Synopsis

Follow Proof of Coverage Media: https://x.com/Proof_CoverageSantiago 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 - Introduction01:24 - New York Politics and Social Issues02:24 - New York vs. San Francisco03:16 - The Role of DePIN in Social Cohesion03:58 - Mamdani's Stance on Crypto04:17 - Inversion's Recent Developments05:34 - Hiring Trends and Talent in Crypto06:58 - Building in the Open vs. Secrecy08:53 - Insights on Hiring and Talent Acquisition09:54 - The Intersection of Crypto and Tradfi10:04 - Helium's Growth and MVNO Metrics12:09 - DePIN's Potential in Payments19:06 - The Concept of User-Generated Services22:19 - Introduction of Nick from Blockworks Research22:45 - Helium's Revenue Growth and Deflationary Potential25:03 - Tokenomics and Equity Conversion Discussions29:00 - The Importance of Clarity in Token Structures31:27 - Corporate Structures and Alignment in Crypto34:29 - Geodnet's Growth and Market Position39:29 - Revenue Dynamics in Geodnet and Helium41:42 - Earnings Dispersion Among DeployersDisclaimer: 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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