DePIN's Imperfect Present & Promising Future: A Deep Dive

DePIN is widely viewed as an area uniquely suited for crypto networks but we still believe there's a lack of appreciation for the true breadth of impact it can have. Knower & I went deep on:

• how traditional infrastructure providers serve customers today

• why those markets function the way they do

• how distributed alternatives could redefine existing markets or create new ones

• what types of new DePIN-inspired networks we'd like to see built and partner with

& a LOT more

This post is far too long for substack but I’ve linked it here. Enjoy!

As always — if you’re building or ideating on anything in & around these area, my dm’s are always open.