Episode description

Read Messari's Annual Crypto Theses for FREE!: https://messari.io/report/the-crypto-theses-2025

Over 100 pages of everything you need to know in crypto for 2025.

Get a 30% Discount on an annual subscription to Messari Pro with code THESES25 (valid until Dec. 31, 2024)

00:00 Intro & Summary of Dylan's DePIN 2025 Theses

13:59 Helium

27:06 DePIN x AI

32:39 Grass

36:07 Bittensor

48:31 Predictions for 2025

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This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content.