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New episode with Hardhat Chad ⛏️ Foreman ORE We Discussed: - ORE’s Evolution - Token Design and Incentives - Future-Proofing Money - And more! Timestamps 👇 (0:00) Introduction (1:43) ORE’s Origin Story (7:18) Why Bitcoinomics Broke (10:49) Proof Of Work’s Value Leak (12:57) Mining Design Tradeoffs (21:42) Revenue, Buybacks,...

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Lightspeed

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19,209 просмотров • 2 месяцев назад •via X (Twitter)

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🔈BidCast - New Interview with Mike Horton from on $GEOD We discuss: 📌 Geodnet's device economics and growth flywheel 📌 Breakdown of its $3.5-4 mm ARR and path to $10 mm ARR with a diverse range of potential customers 📌 Tokenomics breakdown and math on net-burn 📌 Why Robotics is their #1 focus today with upside to $1 Bn ARR target longer-term Links 👇 Summary → YouTube → Timestamps 👇 00:00 Opening 00:44 Introduction to GeodNet and Its Technology 03:45 Understanding the Cost Differences in Base Stations 06:43 Market Competition and Hardware Evolution 09:34 Tokenomics and Network Coverage 11:19 Marketing Strategies and Community Engagement 13:14 Empowering Small Businesses with GeodNet 16:40 Manufacturing Challenges and Decentralization 18:46 Revenue Growth and Customer Base 23:48 Future Projections and Backlogs 27:45 Understanding Customer Dynamics and Token Economics 31:40 Exploring New Use Cases and Revenue Opportunities 35:23 The Role of Robotics in Future Growth 40:35 The Impact of Robotics on Market Dynamics 45:16 Innovations in Indoor Positioning and Satellite Technology 50:44 Competing in the Global Robotics Market 57:33 Financial Sustainability and Future Outlook
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NEW EP: The Aave Will Win Framework with Stani Kulechov Aave Labs is at its most critical crossroads proposing a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a token-centric model. In today's episode, we sit down with Stani.eth of Aave to cover: - The "Aave Will Win" Framework Explained - How v4's Modular Architecture Changes Everything - 100% Revenue Share: Labs to DAO - Consumer Apps, Cards & Enterprise Products - Brand Governance & Foundation Structure - Financing the Future vs Tokenizing the Past - Why This Is Aave's Defining Moment Full episode links below. Timestamps: 00:00 Intro 01:29 DeFi's Maturation & Token Design 04:55 Aave's ICO Origins & Evolution 10:48 Regulatory Uncertainty's Impact on DeFi 11:45 YEET, Trezor Ads 12:21 The Aave Will Win Proposal 21:42 Token-Centric Alignment Strategy 23:10 Why v4 Unlocks New Revenue Streams 31:27 Financing the Global Transition 32:44 inFiniFi Ads, Hibachi Ads 33:11 High-Margin Opinionated Products 39:01 Brand Governance Explained 42:12 Current Economics vs New Model 47:05 What Happens Next
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The Great Democracy Deception — Power, Debt, and Control w/ Simon Dixon 0:00 - WiM Episode Trailer 1:23 - The Illusion of Democracy and Control 2:50 - The Shift to a Multipolar World 6:13 - Understanding the Proof of Weapons Network 9:03 - The Debt-Based Ponzi Scheme 12:05 - Central Banks and War 14:52 - Weaponization of Money and Civil Unrest 17:57 - Bitcoin as a Counterforce 21:04 - Future of Currency and Technocracy 24:01 - Power Dynamics and the Federal Reserve 26:57 - Gold and Geopolitical Power 39:24 - Deep State and Corporate Control 42:46 - The Illusion of Democracy 48:36 - Boycotting the Financial System 51:45 - The Role of Money in Society 57:52 - Evolution of Economic Theories 1:01:42 - Rise of Multipolarity 1:07:50 - Future of Global Power Dynamics 1:20:50 - Rise of BRICS and Regional Power 1:21:20 - Decolonization and Africa’s Future 1:22:21 - China’s Global Strategy 1:23:44 - Shift from Western Hegemony 1:25:41 - Technology and Future Society 1:29:13 - Avoiding Global Conflict 1:31:24 - Economics of War and Reconstruction 1:34:42 - Centralization vs Decentralization in Bitcoin 1:43:09 - Spiritual Warfare and Personal Responsibility 1:51:16 - Conclusion and Call to Action
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The Great Democracy Deception — Power, Debt, and Control w/ Simon Dixon 0:00 - WiM Episode Trailer 1:23 - The Illusion of Democracy and Control 2:50 - The Shift to a Multipolar World 6:13 - Understanding the Proof of Weapons Network 9:03 - The Debt-Based Ponzi Scheme 12:05 - Central Banks and War 14:52 - Weaponization of Money and Civil Unrest 17:57 - Bitcoin as a Counterforce 21:04 - Future of Currency and Technocracy 24:01 - Power Dynamics and the Federal Reserve 26:57 - Gold and Geopolitical Power 39:24 - Deep State and Corporate Control 42:46 - The Illusion of Democracy 48:36 - Boycotting the Financial System 51:45 - The Role of Money in Society 57:52 - Evolution of Economic Theories 1:01:42 - Rise of Multipolarity 1:07:50 - Future of Global Power Dynamics 1:20:50 - Rise of BRICS and Regional Power 1:21:20 - Decolonization and Africa’s Future 1:22:21 - China’s Global Strategy 1:23:44 - Shift from Western Hegemony 1:25:41 - Technology and Future Society 1:29:13 - Avoiding Global Conflict 1:31:24 - Economics of War and Reconstruction 1:34:42 - Centralization vs Decentralization in Bitcoin 1:43:09 - Spiritual Warfare and Personal Responsibility 1:51:16 - Conclusion and Call to Action

The "What is Money?" Show

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Here's my conversation with Austen Allred Allred, founder of GauntletAI, Bloomtech, and formerly Lambda School. (0:00) Why Build Schools? The Origin of Training 1% Engineers (3:42) Why Edtech? Why Fix Education? (7:18) College Dropout to Education Builder (12:35) Impact Comparison: Gauntlet vs Previous Projects (16:22) Why Don't More Entrepreneurs Attack Broken Education? (21:08) The Gauntlet Model: Aligning All Incentives (26:45) Fixing Lambda's Problems with Better Incentive Design (31:20) Graduation and Job Placement Numbers (35:17) Scalability: Vocational AI Education Across Disciplines (40:55) Is Gauntlet a Real Higher Education Alternative? (44:30) Non-Education Education: The Power of Self Learning (48:36) Alpha School and Setting High Expectations (52:24) Agency Induction and High Agency Filtering (53:05) Why 80 to 100 Hours Per Week Matters (54:35) Finding the Weird Island of Misfits (55:14) Austin's Education Revolution and the Tech Connection (57:00) The Great Man Theory and Building the Future Gauntlet AI
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Here's my conversation with Austen Allred Allred, founder of GauntletAI, Bloomtech, and formerly Lambda School. (0:00) Why Build Schools? The Origin of Training 1% Engineers (3:42) Why Edtech? Why Fix Education? (7:18) College Dropout to Education Builder (12:35) Impact Comparison: Gauntlet vs Previous Projects (16:22) Why Don't More Entrepreneurs Attack Broken Education? (21:08) The Gauntlet Model: Aligning All Incentives (26:45) Fixing Lambda's Problems with Better Incentive Design (31:20) Graduation and Job Placement Numbers (35:17) Scalability: Vocational AI Education Across Disciplines (40:55) Is Gauntlet a Real Higher Education Alternative? (44:30) Non-Education Education: The Power of Self Learning (48:36) Alpha School and Setting High Expectations (52:24) Agency Induction and High Agency Filtering (53:05) Why 80 to 100 Hours Per Week Matters (54:35) Finding the Weird Island of Misfits (55:14) Austin's Education Revolution and the Tech Connection (57:00) The Great Man Theory and Building the Future Gauntlet AI

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1/ New episode – Providing Token holders with Real Economic Rights with Tom Curry from Soar Host: Connor Lovely 🎬 We discuss: - Senior-debt token issuance - Unifying equity and tokens - Crypto investor relations (IR) Timestamps: 00:00 - Introduction 00:25 - The Problem with Current Token Models 01:09 - The Importance of Branding in Crypto 03:05 - Thomas Curry's Background and Journey 04:41 - Token Buybacks and Market Dynamics 09:28 - SOAR's Innovative Approach to Token Issuance 14:17 - Case Study: CPT and SOAR's Debt Mechanism 20:40 - Understanding Token Dynamics 22:38 - Debt Mechanics Explained 26:01 - Founder Incentives and Market Dynamics 31:38 - Platform Launch and Vision 35:21 - Challenges in Crypto Investor Relations 37:10 - Future of Token and Equity Integration 41:17 - Final Thoughts and Contact Information Watch on other platforms below ⬇️

Proof of Coverage | Tech’s Creative Agency

12,159 просмотров • 7 месяцев назад

Respect the Graph In this episode of Deeply Intents, I chat with Shoaib Ahmed from Cycles Informal Systems. [sponsored by Anoma] In this episode we discuss: - Cycles - Intents & Settlement - TEEs - One-shot signatures - Cosmos - Product vs. Protocol Timestamps 0:00 - God was a protocol designer 2:28 - Slock. it experience 3:53 - Gödel's incompleteness theorems 10:19 - CoFi & Speculation resistance 16:43 - Cycles 22:26 - Bringing liabilities onchain 29:49 - Obligation clearing example 33:57 - Settlement 37:00 - Atomicity and blockchains 42:24 - Quartz, remote attestations & ZKPs 45:28 - Product 53:10 - QuanTEEum and One-shot signatures 58:31 - Endgame: decentralized quantum compute 1:03:58 - Quantum money 1:09:55 - Cosmos ecosystem 1:12:23 - Protocol design vs. product
1:22:50

Respect the Graph In this episode of Deeply Intents, I chat with Shoaib Ahmed from Cycles Informal Systems. [sponsored by Anoma] In this episode we discuss: - Cycles - Intents & Settlement - TEEs - One-shot signatures - Cosmos - Product vs. Protocol Timestamps 0:00 - God was a protocol designer 2:28 - Slock. it experience 3:53 - Gödel's incompleteness theorems 10:19 - CoFi & Speculation resistance 16:43 - Cycles 22:26 - Bringing liabilities onchain 29:49 - Obligation clearing example 33:57 - Settlement 37:00 - Atomicity and blockchains 42:24 - Quartz, remote attestations & ZKPs 45:28 - Product 53:10 - QuanTEEum and One-shot signatures 58:31 - Endgame: decentralized quantum compute 1:03:58 - Quantum money 1:09:55 - Cosmos ecosystem 1:12:23 - Protocol design vs. product

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30,576 просмотров • 10 месяцев назад

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BidClub

59,713 просмотров • 10 месяцев назад

🎙️ New Revenue Meta on The The Edge Podcast 🤑 Pendle's Revenue Breakdown (And Why Boros Could Explode in 2026) 0:00 - Intro 1:40 - What are Pendle V2 and Boros? 5:58 - YoY growth in 2025 8:40 - Pendle's dual revenue model 9:42 - TVL vs volume as drivers for revenue 11:18 - $45B in value settled for PT holders 12:42 - Oct 10th flash crash and its impact 17:05 - Why vePENDLE model needed to change 23:49 - Introducing sPENDLE 31:16 - The team behind Pendle 33:44 - Pendle's target customers in 2026 35:42 - Growth strategy and goals for 2026 41:51 - Key trends for 2026 45:20 - How traders hedge funding rate risk 48:50 - Closing 🙏 Thanks to Pendle CoFounder & CEO TN | PendleBoros for joining us!
49:47

🎙️ New Revenue Meta on The The Edge Podcast 🤑 Pendle's Revenue Breakdown (And Why Boros Could Explode in 2026) 0:00 - Intro 1:40 - What are Pendle V2 and Boros? 5:58 - YoY growth in 2025 8:40 - Pendle's dual revenue model 9:42 - TVL vs volume as drivers for revenue 11:18 - $45B in value settled for PT holders 12:42 - Oct 10th flash crash and its impact 17:05 - Why vePENDLE model needed to change 23:49 - Introducing sPENDLE 31:16 - The team behind Pendle 33:44 - Pendle's target customers in 2026 35:42 - Growth strategy and goals for 2026 41:51 - Key trends for 2026 45:20 - How traders hedge funding rate risk 48:50 - Closing 🙏 Thanks to Pendle CoFounder & CEO TN | PendleBoros for joining us!

DeFi Dad ⟠ defidad.eth

15,566 просмотров • 7 месяцев назад

Here's my conversation with David Hoffman of Bankless We unpack $SATA and $STRC, the landscape of Digital Credit, Strive & Strategy business model, and rebuilding the world's trust infrastructure from the ground up. Great follow up conversation to Michael Saylor joining the pod last month. [TIMESTAMPS] 0:00 Intro 1:59 Stretch, Risk, and Balance Sheets 5:28 Dividend Backstop Debate 8:53 Measuring Bitcoin Downside 15:25 Success as Long-Tail Risk 19:17 Common Equity as Revenue 25:57 Digital Credit’s Massive Market 29:37 Credit, Liquidity, and Yield 33:02 Banks, Trust, and Inflation 36:08 Trust Networks Rebuilt 40:26 Digital Labor and Yield 44:38 Bitcoin’s Growing Capital Base 48:36 S-Curve and Market Size 52:36 Building on Bitcoin Instruments 55:58 Transforming the Asset 59:12 Co-opetition in Bitcoin Credit 1:03:23 Low Vol for Long Holders 1:09:13 Strive Versus Strategy 1:12:38 Scaling Faster Than Strategy 1:17:30 Closing & Disclaimers
1:18:00

Here's my conversation with David Hoffman of Bankless We unpack $SATA and $STRC, the landscape of Digital Credit, Strive & Strategy business model, and rebuilding the world's trust infrastructure from the ground up. Great follow up conversation to Michael Saylor joining the pod last month. [TIMESTAMPS] 0:00 Intro 1:59 Stretch, Risk, and Balance Sheets 5:28 Dividend Backstop Debate 8:53 Measuring Bitcoin Downside 15:25 Success as Long-Tail Risk 19:17 Common Equity as Revenue 25:57 Digital Credit’s Massive Market 29:37 Credit, Liquidity, and Yield 33:02 Banks, Trust, and Inflation 36:08 Trust Networks Rebuilt 40:26 Digital Labor and Yield 44:38 Bitcoin’s Growing Capital Base 48:36 S-Curve and Market Size 52:36 Building on Bitcoin Instruments 55:58 Transforming the Asset 59:12 Co-opetition in Bitcoin Credit 1:03:23 Low Vol for Long Holders 1:09:13 Strive Versus Strategy 1:12:38 Scaling Faster Than Strategy 1:17:30 Closing & Disclaimers

Jeff Walton

22,380 просмотров • 3 месяцев назад

Here's my conversation with Jack Weatherford all about Genghis Khan and the Mongol Empire. He is the author of Genghis Khan and the Making of the Modern World and many other books on the Mongol Empire. This was a truly fascinating conversation! It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:56 - Origin story of Genghis Khan 42:42 - Early battles & conquests 55:23 - Power 57:45 - Secret History 1:11:10 - Mongolian steppe 1:14:27 - Mounted archery and horse-riding 1:22:48 - Genghis Khan's army 1:39:00 - Military tactics and strategy 1:51:24 - Wars of conquest 1:55:48 - Dan Carlin 2:05:49 - Religious freedom 2:21:36 - Trade and the Silk Road 2:30:21 - Weapons innovation 2:31:52 - Kublai Khan and conquering China 3:13:43 - Fall of the Mongol Empire 3:40:38 - Genetic legacy 3:50:32 - Lessons from Genghis Khan 4:00:48 - Human nature 4:03:58 - Visiting Mongolia 4:23:27 - Lex: Dan Carlin 4:26:17 - Lex: Gaza
4:30:01

Here's my conversation with Jack Weatherford all about Genghis Khan and the Mongol Empire. He is the author of Genghis Khan and the Making of the Modern World and many other books on the Mongol Empire. This was a truly fascinating conversation! It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:56 - Origin story of Genghis Khan 42:42 - Early battles & conquests 55:23 - Power 57:45 - Secret History 1:11:10 - Mongolian steppe 1:14:27 - Mounted archery and horse-riding 1:22:48 - Genghis Khan's army 1:39:00 - Military tactics and strategy 1:51:24 - Wars of conquest 1:55:48 - Dan Carlin 2:05:49 - Religious freedom 2:21:36 - Trade and the Silk Road 2:30:21 - Weapons innovation 2:31:52 - Kublai Khan and conquering China 3:13:43 - Fall of the Mongol Empire 3:40:38 - Genetic legacy 3:50:32 - Lessons from Genghis Khan 4:00:48 - Human nature 4:03:58 - Visiting Mongolia 4:23:27 - Lex: Dan Carlin 4:26:17 - Lex: Gaza

Lex Fridman

739,322 просмотров • 1 год назад

🚨NEW EPISODE🚨 Is 2026 DePIN's year? In today’s episode, we’re diving deep into DePIN with Dylan Bane, Prince of DePin at Messari. We discuss: - What DePIN actually is and why it matters - Hardware vs software DePIN models - The major DePIN categories and leading protocols - Compute, storage, connectivity, sensor, and energy networks - Why DePIN is one of the few crypto sectors with real revenue - Onchain revenue verification and credibility - Who is actually making money in DePIN today - Helium’s revenue, buybacks, and valuation - Energy-focused DePIN as a 2026 breakout theme - DePIN’s role in physical AI, robotics, and data collection - InfraFi and financing layers built on DePIN cash flows And much more—enjoy! — Timestamps: (00:00) Introduction (05:06) What is DePIN? (10:12) DePIN categories (18:25) DePIN revenue today (23:40) Onchain verification (29:38) Who makes money (34:52) Helium economics (41:23) Energy DePIN thesis (44:39) Robotics and AI (46:53) InfraFi opportunity (48:16) Outro
49:02

🚨NEW EPISODE🚨 Is 2026 DePIN's year? In today’s episode, we’re diving deep into DePIN with Dylan Bane, Prince of DePin at Messari. We discuss: - What DePIN actually is and why it matters - Hardware vs software DePIN models - The major DePIN categories and leading protocols - Compute, storage, connectivity, sensor, and energy networks - Why DePIN is one of the few crypto sectors with real revenue - Onchain revenue verification and credibility - Who is actually making money in DePIN today - Helium’s revenue, buybacks, and valuation - Energy-focused DePIN as a 2026 breakout theme - DePIN’s role in physical AI, robotics, and data collection - InfraFi and financing layers built on DePIN cash flows And much more—enjoy! — Timestamps: (00:00) Introduction (05:06) What is DePIN? (10:12) DePIN categories (18:25) DePIN revenue today (23:40) Onchain verification (29:38) Who makes money (34:52) Helium economics (41:23) Energy DePIN thesis (44:39) Robotics and AI (46:53) InfraFi opportunity (48:16) Outro

Indexed Podcast

11,984 просмотров • 7 месяцев назад

LIVE NOW - Why ETH Might Be the Most Mispriced Asset in the World Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek Raman and dannyryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy. -------------- TIMESTAMPS 0:00 Intro 0:52 The Bull Case for ETH 3:18 Why ETH? 6:35 Pitching to Wall Street 10:59 ETH is Digital Oil 21:29 ETH’s Monetary Policy 37:37 Why Hold ETH? 43:42 ETH/BTC Ratio 47:20 ETH is a Store of Value 53:55 Ethereum’s Scaling Path 1:03:08 Ethereum’s Renaissance 1:07:06 Ethereum Competitors 1:10:14 The Report 1:12:29 Vivek in Congress 1:13:33 Closing & Disclaimers
1:14:19

LIVE NOW - Why ETH Might Be the Most Mispriced Asset in the World Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek Raman and dannyryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy. -------------- TIMESTAMPS 0:00 Intro 0:52 The Bull Case for ETH 3:18 Why ETH? 6:35 Pitching to Wall Street 10:59 ETH is Digital Oil 21:29 ETH’s Monetary Policy 37:37 Why Hold ETH? 43:42 ETH/BTC Ratio 47:20 ETH is a Store of Value 53:55 Ethereum’s Scaling Path 1:03:08 Ethereum’s Renaissance 1:07:06 Ethereum Competitors 1:10:14 The Report 1:12:29 Vivek in Congress 1:13:33 Closing & Disclaimers

Bankless

78,163 просмотров • 1 год назад