The Bull Case For DePIN, RWAs on Hyperliquid & The Onchain Endgame | Weekly Roundup

The podcast episode centers on the state and future of DePIN (Decentralized Physical Infrastructure Networks) and RWAs (Real World Assets) in the crypto space. It explores whether DePIN projects deserve a greater market share given their revenue opportunities, and the potential for tokenomics to drive value accrual. The conversation covers the challenges and opportunities in bridging traditional finance with crypto, including the role of companies like Mesh in facilitating crypto payments for fintechs. Real-world examples such as Helium, GeoNet, and Grass are highlighted as DePIN networks demonstrating revenue growth, while Hyperliquid's RWA trading volumes indicate a shift in trader interest. The discussion also touches on the IPO prospects of crypto companies like Chainalysis and the broader trend of traditional finance embracing blockchain technology.