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DePIN Roundtable Ep.2 with Helium | Amir Haleem, Santiago Santos, Jason Badeaux, Mahesh Ramakrishnan, Connor Lovely
Manage episode 489095792 series 3446703
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.
109 episodes
Manage episode 489095792 series 3446703
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.
109 episodes
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