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Investing in Crypto's Next App Wave with 6th Man Ventures | Mike Dudas & Carl Vogel

Empire

CHAPTER

Evaluating Decentralized Infrastructure: Challenges and Opportunities

This chapter explores a structured framework for evaluating decentralized physical infrastructure networks (D-PINs) through four key principles, emphasizing geographic significance, supply-demand alignment, performance competition, and non-linear demand scaling. It discusses investment criteria for new crypto companies, the intersection of AI and cryptocurrency, and the rising trend of tokenization amid a nostalgic retail push. The chapter also critiques Coinbase's practices and addresses user experiences in navigating the evolving landscape of cryptocurrency technology.

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