Gm! In this episode, we break down the latest developments in tokenized equities, including Backpack’s stock offerings on Solana and growing competition from Base. We also discuss the rise of social trading platforms like Fomo, Noble Mobile’s acquisition of Helium Mobile, Helium’s evolving network economics, HIP-149, and what these changes could mean for the next phase of growth across the DePIN sector.
Enjoy!
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Timestamps:
0:00 Introduction
4:04 Tokenized Equities Heat Up
9:21 Coinbase, IPOs, and Listings
19:26 Fomo’s Big Raise
23:26 Can Fomo Escape Memes?
33:03 Noble Acquires Helium Mobile
37:56 Helium Economics and HIP-149
48:10 DePIN’s New Funding Models
53:39 Geodnet Bucks the Trend
56:47 Closing Comments
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Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
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