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Proof of Coverage에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Proof of Coverage 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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DePIN Roundtable Ep.2 with Helium | Amir Haleem, Santiago Santos, Jason Badeaux, Mahesh Ramakrishnan, Connor Lovely

49:07
 
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Manage episode 489095792 series 3446703
Proof of Coverage에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Proof of Coverage 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Follow Proof of Coverage Media: https://x.com/Proof_Coverage

Connor, Mahesh, Santi, and Jason are joined by Amir Haleem of Helium to explore the evolving landscape of decentralized networks. They dive into Helium’s impressive revenue growth - from $400K to $2.7M per month - driven by its mobile subscriber base, and discuss the complexities of blending off-chain and on-chain revenue. The conversation covers tokenized equity, sustainable business models beyond token sales, and the convergence of crypto with traditional finance. Amir shares how Helium has shifted from a crypto-first approach to prioritizing service delivery and user satisfaction, offering key lessons in product distribution, user retention, and innovative tokenomics.

Timestamps:

00:00 - Introduction

02:25 - Microstrategy and Digital Asset Accumulation

03:42 - Market Trends: Crypto and Wall Street

05:03 - Santi's Perspective on Market Efficiency

06:19 - DePIN Projects and Public Market Strategies

06:41 - Helium's Potential for Going Public

08:50 - Cash Flow and Tokenomics in DePIN

12:07 - Helium's Recent Revenue Growth

12:55 - PMF for DePIN Networks

18:03 - User Engagement and Helium's Growth

19:05 - Helium's Revenue Sources Explained

21:06 - Convergence of Off-Chain and On-Chain Revenue

24:12 - Learning from Helium's Evolution

25:03 - Focus on Distribution Over Product

27:27 - Daily Active Users and Their Interaction

31:26 - Valuable Users and Helium's Ecosystem

33:45 - Cloud Points and User Experience

36:44 - Retention Curves: Crypto vs. Traditional Users

39:59 - Aligning Token and Equity Interests

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

  continue reading

117 에피소드

Artwork
icon공유
 
Manage episode 489095792 series 3446703
Proof of Coverage에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Proof of Coverage 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Follow Proof of Coverage Media: https://x.com/Proof_Coverage

Connor, Mahesh, Santi, and Jason are joined by Amir Haleem of Helium to explore the evolving landscape of decentralized networks. They dive into Helium’s impressive revenue growth - from $400K to $2.7M per month - driven by its mobile subscriber base, and discuss the complexities of blending off-chain and on-chain revenue. The conversation covers tokenized equity, sustainable business models beyond token sales, and the convergence of crypto with traditional finance. Amir shares how Helium has shifted from a crypto-first approach to prioritizing service delivery and user satisfaction, offering key lessons in product distribution, user retention, and innovative tokenomics.

Timestamps:

00:00 - Introduction

02:25 - Microstrategy and Digital Asset Accumulation

03:42 - Market Trends: Crypto and Wall Street

05:03 - Santi's Perspective on Market Efficiency

06:19 - DePIN Projects and Public Market Strategies

06:41 - Helium's Potential for Going Public

08:50 - Cash Flow and Tokenomics in DePIN

12:07 - Helium's Recent Revenue Growth

12:55 - PMF for DePIN Networks

18:03 - User Engagement and Helium's Growth

19:05 - Helium's Revenue Sources Explained

21:06 - Convergence of Off-Chain and On-Chain Revenue

24:12 - Learning from Helium's Evolution

25:03 - Focus on Distribution Over Product

27:27 - Daily Active Users and Their Interaction

31:26 - Valuable Users and Helium's Ecosystem

33:45 - Cloud Points and User Experience

36:44 - Retention Curves: Crypto vs. Traditional Users

39:59 - Aligning Token and Equity Interests

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

  continue reading

117 에피소드

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