Exploring Decentralized Networks and Digital Commodities in DePIN

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The chapter delves into the various categories of services within DePIN, focusing on hardware infrastructure like decentralized compute power and storage. It discusses incentivizing network creation, the concept of D-pin, supply-demand dynamics in digital commodities, and unit economics of deep networks. The conversation contrasts traditional telco models with newer decentralized models like Helium and Akash, highlighting the potential cost advantages and scalability in the decentralized space.

Today Jason is joined by Mahesh Ramakrishnan, Seed Investor at Escape Velocity (EV3). Today Mahesh joins us to discuss all things DePIN. The conversation begins with an overview on the DePIN category and why EV3 has chosen to focus it's attention here. The two then go on to review how the labour market may change as a result of DePIN developments, DePIN's unit economics, bandwidth vs compute providers, as well as EV3's North Star, and 2024's leading DePIN projects. This is not one to miss as we breakdown the past, present, and future of decentralized physical infrastructure—enjoy!

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00) Introduction

(02:19) Why EV3 focuses on DePIN

(05:34) DePIN’s developments

(11:22) The future of UBI & DePIN node operators

(13:38) DePIN categories

(20:22) DePIN network unit economics

(30:15) Bandwidth vs compute providers

(33:25) EV3’s DePIN market research approach

(36:37) EV3’s North Star

(40:40) 2024’s leading DePIN projects

(44:29) DePIN’s marketshare

(48:20) Outro

Twitter accounts:

Jason Choi’s Twitter:

https://twitter.com/mrjasonchoi

Mahesh Ramakrishnan's Twitter:

https://twitter.com/moneromahesh

Episode content links:

https://depin.ninja/

Blockcrunch VIP:

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Blockcrunch Twitter:

https://twitter.com/theBlockcrunch

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