Follow Proof of Coverage Media: https://x.com/Proof_CoverageSantiago 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 - Introduction01:45 - New York City Challenges02:30 - The American Dream Debate04:55 - New York Marathon07:51 - DePIN and Daylight Announcement08:25 - Electricity Pricing Issues11:01 - Infrastructure Challenges12:36 - Market Dynamics and Demand Growth13:53 - Daylight App Features15:32 - Distributed Energy Resources17:42 - Future of Energy Prices19:22 - Australia's Solar Market Success22:55 - Customer Uptake and Market Expansion25:46 - Tokenized Yield Products27:43 - Capital Market Dynamics29:27 - Duration Risk Management31:09 - Quality of Underwriting in Solar Loans33:38 - Daylight Pitch to Traditional Allocators35:09 - Market Size and Opportunities40:45 - Potential Collaboration with Base Power47:23 - Challenges and Risks in the Token Market50:44 - Speculative Capital & Revenue54:08 - Helium's Market Position and Comparisons56:35 - On-Chain Revenue and Governance DynamicsDisclaimer: 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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