Hey there, crypto enthusiasts! If you're deep into the world of decentralized physical infrastructure networks (DePIN for short—think blockchain-powered real-world utilities like wireless networks or energy grids), you've got to check out the latest buzz from Proof of Coverage Media. They just dropped a fresh episode of their DePIN Roundtable series on X, and it's packed with juicy insights that could shape your understanding of the sector's future.

The tweet from @Proof_Coverage announces Episode 3, hosted by Santiago Roel, Jason Badeaux, Mahesh Ramakrishnan, and Connor Lovely. They brought on guest Nick Carpinito from Blockworks Research to break down some hot topics. Whether you're a blockchain practitioner looking to stay ahead or just curious about meme tokens' cousins in the DePIN space, this episode is a goldmine.

What's Covered in the Episode?

The discussion kicks off with some real-talk on urban politics and how DePIN could play a role in fostering social cohesion—yeah, blockchain isn't just about tokens; it's about community-driven solutions too. They quickly pivot to the meaty stuff: why tokens like Helium's $HNT and GEODNET's $GEOD might go deflationary within a year. Deflationary means the supply could decrease over time, potentially boosting value if demand holds steady—think Bitcoin's halving events but tailored to DePIN networks.

One standout point? Helium's revenue growth is exploding, thanks to metrics like mobile subscribers and carrier offloads. At current rates, it could hit deflationary status post-halving in about 10-11 months. GEODNET isn't far behind, with steady growth in its real-time kinematic (RTK) network for precise location data—used in everything from agriculture to robotics.

They also geek out over hardware launches. Dawn Internet's Black Box is a game-changer: a modular, upgradable device that acts like an app store for DePIN projects. It's got razor-thin margins but packs in Wi-Fi routing, compute power, and the ability to run multiple networks. If you're into building your own setups, this could save you time and hassle while keeping things composable—meaning different DePIN apps can stack and work together seamlessly.

Hiring in crypto gets a spotlight too. Inversion Capital is on a talent hunt, blending crypto natives with private equity pros. The vibe? Smart folks want hard problems, and DePIN delivers. Expect more crossovers from traditional finance as returns compress elsewhere.

EV3 Ventures shares their updated investing thesis, leaning into "user-generated services"—a fresh term for platforms where people collaborate without corporate middlemen, complementary to DePIN's hardware focus. And don't miss the chat on Daylight Energy's product alpha and MVNO (mobile virtual network operator) talks, hinting at big moves in payments and decentralized energy.

Timestamps for Easy Navigation

If you're short on time, here's the breakdown from the episode:

• 00:00 - Introduction
• 01:24 - New York Politics and Social Issues
• 02:24 - New York vs. San Francisco
• 03:16 - The Role of DePIN in Social Cohesion
• 03:58 - Mamdani's Stance on Crypto
• 04:17 - Inversion's Recent Developments
• 05:34 - Hiring Trends and Talent in Crypto
• 06:58 - Building in the Open vs. Secrecy
• 08:53 - Insights on Hiring and Talent Acquisition
• 09:54 - The Intersection of Crypto and TradFi
• 10:04 - Helium's Growth and MVNO Metrics
• 12:09 - DePIN's Potential in Payments
• 19:06 - The Concept of User-Generated Services
• 22:19 - Introduction of Nick from Blockworks Research
• 22:45 - Helium's Revenue Growth and Deflationary Potential
• 25:03 - Tokenomics and Equity Conversion Discussions
• 29:00 - The Importance of Clarity in Token Structures
• 31:27 - Corporate Structures and Alignment in Crypto
• 34:29 - Geodnet's Growth and Market Position
• 39:29 - Revenue Dynamics in Geodnet and Helium
• 41:42 - Earnings Dispersion Among Deployers

Where to Watch or Listen

Catch the full episode on YouTube at this link or on Spotify podcasts here. For the original announcement and community reactions, head over to the tweet thread on X.

This episode isn't just talk—it's actionable intel for anyone eyeing DePIN as the next big wave in blockchain. From deflationary mechanics that could pump token values to hardware that's pushing boundaries, it's clear the sector is maturing fast. Stay tuned to Meme Insider for more breakdowns on meme tokens and beyond, helping you navigate the wild world of crypto with ease. What are your thoughts on DePIN's future? Drop a comment or hit us up on social!