Messari's Unqualified Opinions DePIN Year in Review | Sami Kassab, Dylan Bane & Maartje Bus | Messari Annual Theses 2025
Dec 18, 2024
Sami Kassab, a partner at Crucible Labs specializing in BitTensor, joins Dylan Bane, a research analyst at Messari focused on DePIN, to explore transformative trends in decentralized infrastructure. They discuss the intersection of DePIN and AI, highlighting innovative projects like GRASS and BitTensor. The conversation dives into how decentralized networks can revolutionize energy management and revenue streams in Web3, alongside predictions for the future of these technologies in 2025. Their insights make for a compelling look at the evolving crypto landscape.
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DePIN's Naming
- The DePIN sector in crypto needed a unifying term to gain traction.
- Sami Kassab, along with the Messari team and Ryan Selkis, helped popularize "DePIN."
Helium's Evolution
- Helium, a DePIN pioneer, transitioned from an IoT network to a network-of-networks model.
- This enabled expansion into 5G, 6G, WiFi, and other wireless technologies.
Carrier Offload Program
- Helium's carrier offload program helps major telecoms expand 5G coverage.
- Deepin offers lower capital expenditure for deploying the necessary infrastructure.