Content
@
0 reply
0 recast
0 reaction
EV3 Sal
@danconia-crypto
@kassab aggregating AMA questions for you here: 1. How can ZKPs improve how DePINs verify device performance or support other operations? 2. At this rate of Helium new subs, where you see Helium 1 year from now? (cont’d below)
5 replies
0 recast
6 reactions
EV3 Sal
@danconia-crypto
3. What are your thoughts on retail investing in early DePIN products? There is a negative/challenging aspect: as network participation grows, it causes an increase in sell pressure from new participants, preventing token prices from reflecting network growth 4. What are your thoughts on Fluence and Holo?
1 reply
0 recast
1 reaction
EV3 Sal
@danconia-crypto
7. Which of these “depin philosophies” do you believe in? > maximizing LTV/CAC per connected device is the moat (Dimo esque) > consensus mechanisms are the real moats (Gensyn esque) > permissionlessness is the real moat (Bittensor esque) > network effects are the real moats (Helium/Hivemapper esque)
0 reply
0 recast
1 reaction
EV3 Sal
@danconia-crypto
8. If you had to describe it in simple terms, what’s made you so bullish on bittensor vs other projects? Are you still bullish on non-AI DePINs? Does your answer change for hardware vs software based?
0 reply
0 recast
1 reaction
EulerLagrange.eth
@eulerlagrange.eth
@kassab Would verifiable web2 data like a utility bill, proof of car insurance etc help the DePin ecosystem?
1 reply
0 recast
0 reaction
Emre Ekinci
@emr.eth
What’s next after Messari?
1 reply
0 recast
0 reaction
