DePIN Roundtable: October 2025 | Santiago Santos, Jason Badeaux, Mahesh Ramakrishnan, Connor Lovely
Follow Proof of Coverage Media: https://x.com/Proof_Coverage Santiago 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 - Introduction 01:45 - New York City Challenges 02:30 - The American Dream Debate 04:55 - New York Marathon 07:51 - DePIN and Daylight Announcement 08:25 - Electricity Pricing Issues 11:01 - Infrastructure Challenges 12:36 - Market Dynamics and Demand Growth 13:53 - Daylight App Features 15:32 - Distributed Energy Resources 17:42 - Future of Energy Prices 19:22 - Australia's Solar Market Success 22:55 - Customer Uptake and Market Expansion 25:46 - Tokenized Yield Products 27:43 - Capital Market Dynamics 29:27 - Duration Risk Management 31:09 - Quality of Underwriting in Solar Loans 33:38 - Daylight Pitch to Traditional Allocators 35:09 - Market Size and Opportunities 40:45 - Potential Collaboration with Base Power 47:23 - Challenges and Risks in the Token Market 50:44 - Speculative Capital & Revenue 54:08 - Helium's Market Position and Comparisons 56:35 - On-Chain Revenue and Governance Dynamics Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
DePIN Roundtable Ep.2 with Helium | Amir Haleem, Santiago Santos, Jason Badeaux, Mahesh Ramakrishnan, Connor Lovely
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.
Building a PC-Powered Compute DePIN with Koii | Al Morris
Sal talks to Al, the founder of Koii, about their platform that lets users run decentralized apps on personal computers. They discuss Koii’s new feature allowing token staking and rewards, creating an open marketplace for developers and users. Al shares his journey from blockchain education to building Koii, driven by a passion for technology’s impact, particularly in medicine. The conversation highlights how Koii simplifies decentralization, making it accessible even to those with little technical knowledge. Al emphasizes Koii's mission to lower barriers for developers and promote community-driven projects. Timestamps: 00:00 - Introduction 01:15 - Background and Journey to Koii 06:07 - User Experience and Node Installation 08:55 - Financial Incentives vs. Community Engagement 12:57 - Developer Token Integration and Ecosystem 13:36 - Comparison with Other Crypto Projects 18:57 - Decentralization and Node Sales Discussion 24:52 - Closing Thoughts and Future of Decentralized Products Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.
Rebuilding the Creator Economy
For centuries, creators have given up a big share of their earnings for a chance to reach audiences. In 18th century England, authors’ desires to break free of censorship and exercise the power of the written word led to the growth of modern copyright law, a key pillar of the creator economy. But to this day, publishers and distributors of content have enormous power over how creators make money and grow with their audiences.What if that didn’t have to be the case? What if, by “going onchain” through blockchain-based apps and platforms, creators could gain complete ownership over their content and create new revenue models, where they (not publishers or platforms) could set the terms?We’ll examine what it means to create, consume, and connect onchain — and find out how this next evolution of the online world could rebuild the creator economy as we know it.
Jesse Pollak- Base Builder #001
Jesse Pollak is known to everyone in the Base ecosystem and an inspiration to all. Learn more about who Jesse is, what keeps him motivated, and where his sense of purpose comes from in life.We hope you enjoy the epsiode. Learn More About Jesse On X:https://x.com/jessepollakLearn More About Late Night On Base on X:https://x.com/latenightonbase
Happy Friday with the park ⌐Ⓗ-Ⓕ — Derek Taylor
Derek Taylor is a musician and founding member of the park. A band with many of the largest onchain music mints of all time. Based in Los Angeles, originally from San Francisco. They stage Fridays at the Park, bringing artists together in the room to write and record music. In-person experiences that also help onboard into the onchain and crypto world. Derek is a coffee enthusiast and raconteur. Owner of the legendary Menotti’s Coffee Stop in Venice Beach. We jumped on the mics to record days before I flew out to FarCon. We co-hosted HIGHER SESSIONS down at Venice Beach skatepark on Saturday morning, with the park, higher and UFO. Trevor aka The Gardener had a mountain of flowers there and was creating bouquets for people passing by and the park was providing coffee. We talk about the back story of the park, stories of creative collaborations across the world, how best to get started on the onchain scene as a musician, and how things look into the future. Sponsors: Your crypto wallet for everything onchain — zerion.io Create, distribute and monetize on your own terms — paragraph.xyz Higher is a lifestyle — aimhigher.net Home of onchain ticketing — onopen.xyz Where group chats make more money — lore.xyz
Doodles Moves to Base ft. Jullian Holguin and Jesse Pollak
The following episode is made possible thanks to DEGEN. 🎩 --- This episode welcomes Julian Holguin, CEO of Doodles, and Jesse Pollak, contributor #1 at Coinbase’s Base network. This episode is truly based. We spend our time together uncovering why Doodles is migrating their IP and consumer crypto application to Base and what NFT holders can expect moving forward. I hope you enjoy our conversation.
#172 - JESSE POLLAK
Jesse is the creator of Base, an Ethereum Layer 2 incubated by Coinbase, where Jesse has worked since 2017. Less than one year since its mainnet launch in August 2023, Base has quickly become the leading L2 by many metrics as of the time of this episode's release. Prior to Base, Jesse led all of Coinbase’s consumer-facing engineering from 2017 to 2021. Jesse originally joined Coinbase through the acquisition of Clef, a passwordless identity solutions company he started. Follow Jesse @jessepollak on both X and on Warpcast. 0:00 - Jesse’s story and path to Coinbase 7:02 - How a sabbatical led Jesse to build Base 13:30 - How Coinbase's culture enabled the creation of Base 16:48 - Taking iterative shots with a talented team 21:06 - The importance of persistence 26:27 - How Base's builder-focused culture came to be 29:05 - Navigating when to move fast and breaking things versus when to make decisions carefully and deliberately 34:46 - Why Jesse believes many L2s will be successful 43:19 - Coinbase Smart Wallet & Onchain Summer II For more episodes, go to podofjake.com. Previous guests include Mark Cuban, Vitalik Buterin, Brian Armstrong, Balaji Srinivasan, Keith Rabois, Ali Spagnola, Anthony Pompliano, Raoul Pal, Julia Galef, Jack Butcher, Tim Draper, and over 100 others alike. Learn from founders and CEOs of companies like OpenAI, Coinbase, Solana, Polygon, AngelList, Oura, and Replit, and investors from Founders Fund, a16z, Union Square Ventures, and many more. I appreciate your support and hope you enjoy. Thanks to Chase Devens for the show notes and Yiction for the music. Lastly, I love hearing from fans of the pod. Feel free to email me any time at jake@blogofjake.com. Thank you!
Onchain record labels with Coop Records
The inaugural episode of the Coop Records Podcast featuring the core team - Cooper, Ramie, Jake and Cece. We cover the origins of Coop Records and everything you need to know about running an onchain record label in 2024.
Alex Masmej Talks $DEGEN: Fueling Drakula's Growth and the Onchain Creator Economy
Join us in this episode as we sit down with Alex Masmej, the brain behind Drakula and a key player in the farcaster ecosystem. From his early days of conceptualizing Showtime as the 'Instagram of NFTs' to pioneering Drakula, Alex's journey is nothing short of remarkable. Drakula, now making waves as the 'TikTok of Web3', has seen an explosive start with over $30M in transactions in just two weeks, introducing a new and engaging way for fans to support video creators. Alex returns to the podcast to share the lessons learned from pivoting Showtime to creating Drakula, highlighting the strategic moves, go-to-market strategy, and the decision to adopt $DEGEN as the native currency of the app. I hope you enjoy our conversation and our genesis episode on Pods!
