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Matt Stephenson
Head of Research at Pantera Research, specializing in tokenomics and decentralized finance. Provides insights into the capital efficiency of decentralized networks.
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Nov 20, 2024
• 23min
Is DePIN Overhyped? (Breakpoint 2024)
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Abhay Kumar, a key player at the Helium Foundation fostering decentralized networks, teams up with Matt Stephenson, Head of Research at Pantera Research. They tackle whether decentralized token-incentivized networks can efficiently meet capital needs. The duo discusses the skepticism around DePIN's monitoring costs and economic challenges, highlighting the importance of experimentation and competition. Key insights include the role of these networks in addressing essential human needs and their potential impact on mobile tech and manufacturing.
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