Follow Proof of Coverage Media: https://x.com/Proof_CoverageIn this episode Connor sits down with Parker White, COO & CIO at DeFi Development Corp to discuss the strategies and future plans of DFDV, a pioneer in Solana-based Digital Asset Trusts (DATs). The founders, primarily former Kraken employees, discuss the initial inspiration and rapid development of their company. They delve into the significant advantages of Solana over other asset classes, such as Ethereum and Bitcoin, and emphasize the importance of being a first mover in the market. Key strategies include leveraging capital markets for growth, deploying assets on-chain to generate yield, and potential international expansions. The conversation also explores the market dynamics of DATs, comparing them to ETFs, and underlines a commitment to long-term ecosystem support and growth. The founders assert that the four-year cycle is dead, positing that cryptocurrencies now move in alignment with mega high beta tech stocks, driven by liquidity conditions.Timestamps: 00:00 - Introduction00:48 - The Rise of DFDV: From Idea to Public Company04:02 - The Founding Team: Ex-Kraken Knights05:28 - Why Solana?09:03 - The Proliferation of DATs13:42 - Active Management Strategies for Solana20:13 - Reflecting on the Galaxy FTX Estate Deal20:54 - International Treasury Accelerator Program23:20 - Challenges of Mergers and Acquisitions in DATs26:31 - Maintaining MAV Multiples Amid Market Compression29:48 - The Death of the Four-Year Cycle34:34 - Adapting Strategies for Bull and Bear Markets37:41 - Future Plans and Integration in DeFi Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

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In this episode Connor & Mahesh sit down with Akshay Poshatwar & Nishikant Bahalkar, founders of Qiro, to discuss their ground-breaking platform aimed at tackling adverse selection through a unique credit risk underwriting protocol. Akshay shares his journey from the FinTech industry in India, highlighting the potential for global capital access through decentralized finance. Nishikant adds his insights on the evolution of blockchain and DeFi, emphasizing the benefits and challenges in Real World Assets (RWA) lending. The discussion includes how Qiro aims to bridge TradFi and DeFi, offering solutions for different asset classes and the promising future of decentralized infrastructure networks (DePIN). The episode wraps up with a look towards the company's rapid growth and their search for strategic hires, particularly in business development within the U.S. and Europe.

Timestamps:

00:00 - Introduction

00:46 - Meet the Qiro Team

01:53 - Founders' Backgrounds and Journey

09:35 - Understanding Qiro's Unique Platform

13:30 - Challenges and Innovations in RWA Lending

24:36 - DePIN Networks and Future Prospects

31:13 - Hiring and Growth at Qiro

33:52 - Conclusion and Contact Information

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

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Santiago Santos, Jason Badeaux, Mahesh Ramakrishnan, and Connor Lovely explore the intersection of politics, technology, and the future of energy infrastructure. The conversation begins with reflections on New York politics and the power of authentic storytelling before shifting to the energy crisis, rising electricity prices, and the misalignment of traditional utility models. Jason discusses Daylight’s mission to decentralize energy markets, empowering individuals to participate in energy production and finance through distributed energy resources and tokenized financial products. The hosts draw parallels between marathon running and long-term commitment, contrasting this with modern shortcut culture, while examining how AI, electric vehicles, and DeFi are reshaping energy demand and financing. The episode offers insightful commentary on innovation, capital markets, and the future of sustainable power.

Timestamps:

00:00 - Introduction

01:45 - New York City Challenges

02:30 - The American Dream Debate

04:55 - New York Marathon

07:51 - DePIN and Daylight Announcement

08:25 - Electricity Pricing Issues

11:01 - Infrastructure Challenges

12:36 - Market Dynamics and Demand Growth

13:53 - Daylight App Features

15:32 - Distributed Energy Resources

17:42 - Future of Energy Prices

19:22 - Australia's Solar Market Success

22:55 - Customer Uptake and Market Expansion

25:46 - Tokenized Yield Products

27:43 - Capital Market Dynamics

29:27 - Duration Risk Management

31:09 - Quality of Underwriting in Solar Loans

33:38 - Daylight Pitch to Traditional Allocators

35:09 - Market Size and Opportunities

40:45 - Potential Collaboration with Base Power

47:23 - Challenges and Risks in the Token Market

50:44 - Speculative Capital & Revenue

54:08 - Helium's Market Position and Comparisons

56:35 - On-Chain Revenue and Governance Dynamics

Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.