Is 2026 DePIN's year?
In today’s episode, we’re diving deep into DePIN with Dylan Bane, Prince of DePin at Messari.
We discuss:
What DePIN actually is and why it matters
Hardware vs software DePIN models
The major DePIN categories and leading protocols
Compute, storage, connectivity, sensor, and energy networks
Why DePIN is one of the few crypto sectors with real revenue
Onchain revenue verification and credibility
Who is actually making money in DePIN today
Helium’s revenue, buybacks, and valuation
Energy-focused DePIN as a 2026 breakout theme
DePIN’s role in physical AI, robotics, and data collection
InfraFi and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.