This week, we dissect the evolving theory of DePIN, from attracting real revenue to infrastructure financing, regulation, and why some networks are finally ramping up at scale. We also discuss the boom in Hyperliquid RWAs, bringing in funds and companies across the chain, 2026 IPOs, and more. Enjoy!
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Timestamps:
(00:00) introduction
(00:44) Increased escape velocity by $61.74 million
(05:500 DePIN status
(12:34) InfraFi and bringing money across the chain
(22:07) Carrying case for DePIN and DePIN top
(30:57) Advertisements (Coinbase)
(31:42) Metals and RWAs are hyper-liquid
(43:31) Integrating cryptocurrencies into financial technology
(55:18) Compliance status
(58:49) 2026 IPO
(01:04:38) Carvana Crypto
(01:09:220 content of the week
(01:15:29) Claude Cowork
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Disclaimer: Nothing said on Empire constitutes a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any opinions expressed by anyone on the show are solely our own, and not financial advice. Santiago, Jason, Rob and our guests may hold positions in the companies, funds or projects discussed.
