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Episode · Sep 4, 2024 ·

ATC: Dave Kool & NatNat talk All Things Crypto DePIN s Part 2

On the mic

Summary

0:02:49

Silencio Turns Phones into Noise Sensors

Dave welcomed Theo as a guest for the DePIN discussion. A speaker explained that Silencio uses smartphones to measure noise levels in decibels without recording audio content. Another speaker described noise as an overlooked urban pollutant second only to air quality that contributes to chronic diseases, cognitive issues, and other health problems.

0:02:49Opening, hosts check in and an AI-voiced intro for the Silencio guest

0:12:06

Earning Points and Data Buyers Revealed

A speaker outlined the upcoming airdrop of 5% of total supply based on leagues and referrals with no initial investment required. Another speaker said data aggregators buy it now while platforms like Booking.com, Airbnb, and real estate companies will later. A speaker noted hexagon discovery, venue check-ins, and geo-fenced rewards give more points with the project compared to Helium meets Pokemon GO.

0:12:06How to earn

0:22:36Privacy question, decibels only, no audio content

0:26:27

Peak Choice, Roadmap, and Commodity DePINs

A speaker explained the choice of Peak for its machine economy focus, unique machine IDs, low fees, and scalability with launch shortly after Peak. A speaker shared the roadmap toward tapping 50,000,000,000 IoT devices for a people-owned data economy. A speaker contrasted commodity-based DePINs using existing infrastructure like phones against hardware-based ones that face scaling limits and ROI pressures.

0:26:27Why Silencio chose Peak

0:29:17Road map

Moments0:35:44
0:42:58

Macro Signals and EVM Chain Moves

Kool and NatNat discussed rising odds of a rate cut, a widening trade deficit jumping from 73,000,000,000 to 78,800,000,000, and Warren Buffett's large cash pile as warning signs. Dave covered Flow's Crescendo EVM upgrade with Google and Ubisoft as node operators plus growing EVM compatibility across chains like XRP.

0:55:37

Airdrop Letdowns and Miner Struggles

Samara expressed disappointment with the Grass airdrop after running one device for high points yet receiving only eight while Kool noted referral farming drives points and shared his own low returns from past drops like Starknet. Kool and NatNat talked about Bitcoin miners facing cash burn, selling Bitcoin to stay afloat, and stocks like Riot and Mara nearing lows with CleanSpark also mentioned.

1:18:41

Wallet Security and Lazarus Threats

A speaker addressed the Lazarus Group malware along with wallet security risks, address poisoning, and test transactions.

Moments1:18:41

Key quotes

“The stock market is all patterns and cycles.”

NatNat0:44:28Share on X

“The dollar the dollar value of a protocol is not how you how you measure.”

Kool0:49:57Share on X

“Take the time to be safe with your money because your money deserves it.”

Dave1:26:10Share on X

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Show discussion, not financial advice.