Latest / The Paul Barron Crypto Show / Helium $HNT Halving🔥Abhay Kumar INTERVIEW

Transcript

Helium $HNT Halving🔥Abhay Kumar INTERVIEW · The Paul Barron Crypto Show

• 0:00
  Speaker 1: Welcome back into the show.
• 0:00
  Speaker 2: Today we're going to be diving into Helium, give you
• 0:02
  Speaker 2: guys a project update and why this may be an
• 0:05
  Speaker 2: under valued token.
• 0:08
  Speaker 1: Don't miss it. My name is Paul Baron. Welcome back in.
• 0:10
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  Speaker 2: good things. Going forward, I want to bring in a
• 0:50
  Speaker 2: gentleman who's been with us before, and that is Abbe
• 0:53
  Speaker 2: Kumar who is now coming in as head of Protocol
• 0:56
  Speaker 2: at Helium. So congrats on the title change.
• 0:59
  Speaker 3: Thanks thanks for having me again.
• 1:02
  Speaker 2: So let's get into a few things. I want to
• 1:04
  Speaker 2: just showcase the potential of what we're seeing in terms
• 1:07
  Speaker 2: of activity. Helium continue to skyrocket here on Dooing Analytics
• 1:11
  Speaker 2: in terms of usage, which has been a good thing.
• 1:14
  Speaker 1: This is another issue that we've talked about before.
• 1:17
  Speaker 2: It's I would say Helium has become the deep in
• 1:20
  Speaker 2: to watch in general. And I think this is something
• 1:23
  Speaker 2: that a lot of people are kind of looking at today.
• 1:27
  Speaker 2: Why do you think we're seeing so much growth right now?
• 1:30
  Speaker 2: Are there any catalysts that you could give us?
• 1:33
  Speaker 4: I mean, I think it's very simple. It's there are
• 1:36
  Speaker 4: folks in our community that are deploying hotspots, and those
• 1:39
  Speaker 4: hotspots are actually in useful locations, right.
• 1:42
  Speaker 3: These are cell phones that.
• 1:44
  Speaker 4: Are connecting to these hotspots they you know, because they
• 1:47
  Speaker 4: are effectively just many cell towers, right.
• 1:50
  Speaker 3: And then we have this sort.
• 1:51
  Speaker 4: Of sort of relationship with H and T and with
• 1:54
  Speaker 4: with other minos and mbnos where their subscribers are also
• 1:58
  Speaker 4: using these these hotspots. So I'll give you a really
• 2:01
  Speaker 4: practical example. If you're in New York and you come
• 2:03
  Speaker 4: out of the subway, there are these like silver terminals
• 2:06
  Speaker 4: that have like add roles running on them. They also
• 2:09
  Speaker 4: happen to be Helium hotspots and you're automatically connect to them.
• 2:13
  Speaker 4: And that's that's a great example of a of an
• 2:16
  Speaker 4: existing piece of infrastructure that's been converted to support Helium.
• 2:21
  Speaker 4: But then we also have folks that are going into
• 2:24
  Speaker 4: coffee shops, hair salons, uh, you know, all sorts of
• 2:27
  Speaker 4: sort of businesses that have a lot of people sitting
• 2:30
  Speaker 4: around and using them using bandwidth. And you know, folks,
• 2:35
  Speaker 4: you know, boots on the ground deployers are putting in
• 2:37
  Speaker 4: hotspots there and providing useful coverage for this network. And
• 2:42
  Speaker 4: even those you know, you don't necessarily have to be
• 2:45
  Speaker 4: a Helium a little subscriber to use these hotspots. If
• 2:49
  Speaker 4: you're as I mentioned, at and T subscriber, your phone
• 2:51
  Speaker 4: will just automatically connect and you have no idea that
• 2:53
  Speaker 4: you're using a crypto enabled network.
• 2:56
  Speaker 2: Wow, that's crazy. Are you guys deploying in any airports yet?
• 3:00
  Speaker 2: Have you seen any airport airport deployment?
• 3:03
  Speaker 4: You know, there was one a few months ago and
• 3:08
  Speaker 4: I'm forgetting where it was, But there's another one coming up,
• 3:11
  Speaker 4: and you should hear something new soon.
• 3:12
  Speaker 2: It's okay largest, Oh that's good. Good, Well, I'm looking
• 3:17
  Speaker 2: at the mobile numbers. This is kind of how we
• 3:20
  Speaker 2: track Helium is obviously with AGENC and mobile now being
• 3:24
  Speaker 2: one token, which is I think another reason why we're
• 3:26
  Speaker 2: going to see more activity on it. But I mean,
• 3:28
  Speaker 2: the it's skyrocketing, so this is a big deal. I
• 3:32
  Speaker 2: think for sure, what would be the next big level
• 3:35
  Speaker 2: of achievement. I mean, you guys, what are you hovering
• 3:38
  Speaker 2: over three hundred to four hundred k? Now in terms
• 3:41
  Speaker 2: of total subscribers, let me kind of go to the
• 3:43
  Speaker 2: top right there. Yeah, I'm almost three sixty five. Where
• 3:46
  Speaker 2: do you think the top is, at least in the
• 3:48
  Speaker 2: near term.
• 3:50
  Speaker 4: These Yeah, so these are subscribers who've signed up for
• 3:54
  Speaker 4: the Helium mobile service right to be explicit, and these
• 3:57
  Speaker 4: are of the on chain representations of the and these
• 4:00
  Speaker 4: are the NFTs that created when they sign up, and
• 4:03
  Speaker 4: so the different drivers of that graph, you know, Number one,
• 4:07
  Speaker 4: you know, we launched obviously, two, we created the free
• 4:12
  Speaker 4: plan and that sort of reorganized the way that we
• 4:16
  Speaker 4: sort of went to market and we sort of enabled
• 4:19
  Speaker 4: these three tiers of plans. And then you know, more recently,
• 4:23
  Speaker 4: we we've been doing a lot around supporting more groups
• 4:26
  Speaker 4: and more families. So we have the kids plan that
• 4:28
  Speaker 4: was launched, and then you know, really enabling more group
• 4:33
  Speaker 4: plan activity, you know, managing your group plans, having lots
• 4:37
  Speaker 4: of you know, maybe you have your yourself, your spouse
• 4:40
  Speaker 4: and your kids, and maybe you know other family members altogether.
• 4:43
  Speaker 4: And these are all different kinds of features that are
• 4:46
  Speaker 4: kind of expected by the mass market, our audience. Ultimately,
• 4:50
  Speaker 4: Healium Mobile is is a you know, consumer product. It
• 4:54
  Speaker 4: has you know, from the front end, no one really
• 4:56
  Speaker 4: knows that it has anything to do with crypto either.
• 4:58
  Speaker 4: It does need crypto. Obviously the business is enabled by crypto,
• 5:03
  Speaker 4: but for the average consumer, they're not really thinking about that.
• 5:05
  Speaker 4: And so every time we sort of produce a feature
• 5:09
  Speaker 4: or launch a network improvement that enables more average consumers
• 5:14
  Speaker 4: to use it, that number continues to go up.
• 5:15
  Speaker 3: So, yeah, I'd like to see half million this year.
• 5:18
  Speaker 4: That's absolutely one of our goals on just on the
• 5:22
  Speaker 4: Healium Mobile subscribers side.
• 5:24
  Speaker 1: Let's talk about the having because that occurred August. First.
• 5:28
  Speaker 2: A lot of things going on, a lot of changes
• 5:30
  Speaker 2: in how things are done, including network governance, all that
• 5:33
  Speaker 2: good stuff.
• 5:34
  Speaker 1: What would be the.
• 5:34
  Speaker 2: Top things if you're tracking helium and H and T
• 5:38
  Speaker 2: the token understanding that what are the key things that
• 5:42
  Speaker 2: you feel are important.
• 5:44
  Speaker 4: Yeah, So the having was established of this having the
• 5:47
  Speaker 4: schedule is established back in twenty twenty. So this this
• 5:51
  Speaker 4: HIP twenty that was proposed and approved by the community.
• 5:55
  Speaker 4: It established the max supply. And the way that the
• 5:57
  Speaker 4: max supply happens is via the periodic happening every two years.
• 6:03
  Speaker 4: The amount of H and T that's emitted on a daily.
• 6:05
  Speaker 3: Basis gets you know, halved.
• 6:07
  Speaker 4: Yeah, the way to think about this, you know, start
• 6:10
  Speaker 4: So we just started year seven on August August first,
• 6:13
  Speaker 4: this year of the network, and so now we have
• 6:16
  Speaker 4: seven and a half million H and being admitted every year,
• 6:19
  Speaker 4: so you know, about twenty and a half k a day.
• 6:22
  Speaker 4: And so that's that's the sort of at the top level,
• 6:25
  Speaker 4: what has changed. And this is sort of established back
• 6:28
  Speaker 4: in twenty twenty, and we're effectively it's it's almost kind
• 6:31
  Speaker 4: of a non event from a protocol perspective because it
• 6:35
  Speaker 4: was already you know preset.
• 6:38
  Speaker 2: Well, I think from the protocol, yes, but there are
• 6:41
  Speaker 2: effects on the people who are out there holding these
• 6:44
  Speaker 2: because they get you know.
• 6:45
  Speaker 1: Less rewards.
• 6:46
  Speaker 2: Does this also affect mobile rewards as well.
• 6:51
  Speaker 4: Yeah, So the other thing that matters to you know,
• 6:56
  Speaker 4: as you mentioned, the thing that matters to hotspot owners
• 6:58
  Speaker 4: is that, you know, folks who are deploying coverage have
• 7:01
  Speaker 4: less of a total agency pigh to to get around
• 7:05
  Speaker 4: a daily basis. The one thing that's important is data
• 7:09
  Speaker 4: transfer is still really really on the amount of data, right,
• 7:13
  Speaker 4: So if you were transferring you know, let's say five
• 7:17
  Speaker 4: gigabytes of data per day and that was paid, you know,
• 7:20
  Speaker 4: five gigabytes paid, you're still getting paid for five.
• 7:22
  Speaker 3: Bigabytes of data. That's okay, sorry, fifty cents a gigabyte.
• 7:26
  Speaker 4: And so that that part doesn't change. The parts that
• 7:28
  Speaker 4: do change, however, are things like proof of coverage. This
• 7:31
  Speaker 4: is the boothstrut, right, And so for some folks that
• 7:34
  Speaker 4: are in deployed locations that don't have a lot of
• 7:37
  Speaker 4: data transfer, the rewards did change, right, And so that's
• 7:40
  Speaker 4: absolutely important to not.
• 7:42
  Speaker 2: There well, And I think this is what's good I
• 7:46
  Speaker 2: think in general because it just creates more value in
• 7:48
  Speaker 2: the network itself. I want to jump over to Helium plus.
• 7:54
  Speaker 2: What is this What are you guys trying to do
• 7:57
  Speaker 2: on Helium Plus.
• 8:00
  Speaker 4: So Helium Plus is sort of a formalization of the
• 8:04
  Speaker 4: sort of bring your own device kind of expansion for
• 8:09
  Speaker 4: for for Helium. So you know, there are a lot
• 8:12
  Speaker 4: of folks that you know, want to be able to
• 8:13
  Speaker 4: install Healium hotspots. You know, they'll go and buy the
• 8:16
  Speaker 4: hardware and do that, right, But there are even more
• 8:20
  Speaker 4: folks that already have deployed hardware. Right, And so you
• 8:23
  Speaker 4: mentioned airports earlier. The airports already have some kind of
• 8:27
  Speaker 4: Wi Fi hardware in there. What if with just a
• 8:30
  Speaker 4: software change, you can enable Helium you know, same as
• 8:33
  Speaker 4: Lincoln y C in New York. They just did a
• 8:35
  Speaker 4: software change to enable Helium on every one of those terminals.
• 8:39
  Speaker 4: And so that's that is what Helium plus is. It's
• 8:41
  Speaker 4: sort of a formalization of bring your own device. So
• 8:44
  Speaker 4: if you have a Ubiquity router or a you know,
• 8:48
  Speaker 4: Cisco router or any of these sort of either like
• 8:53
  Speaker 4: an enterprise grade Wi Fi hardware, you can enable Helium
• 8:57
  Speaker 4: Plus with a software change and often know not even
• 9:00
  Speaker 4: you don't even need to go on site for these things.
• 9:02
  Speaker 3: These are often cloud managed.
• 9:04
  Speaker 4: So like in my house, I have Ubiquity from my
• 9:07
  Speaker 4: from my WiFi ips and I can do that you
• 9:10
  Speaker 4: know from my from my Ubiquity UI.
• 9:14
  Speaker 2: Which is uh, okay, well that's a that's a nice feature.
• 9:17
  Speaker 2: And I think, you know, I think a lot of
• 9:19
  Speaker 2: people don't really completely understand the whole ecosystem because you've
• 9:23
  Speaker 2: got mobile, then you have the IoT side of it.
• 9:26
  Speaker 2: This is just a good example on overall world dot Helium.
• 9:30
  Speaker 1: Uh the kind of tracks.
• 9:31
  Speaker 2: But the key here is you're looking at a lot
• 9:34
  Speaker 2: of carrier offload in terms of growth here. How does
• 9:38
  Speaker 2: that affect the IoT side of things? When you look
• 9:41
  Speaker 2: at the growth we've seen in the mobile side, does
• 9:44
  Speaker 2: it open up to where people are maybe more aware
• 9:46
  Speaker 2: of what's going on on the IoT side.
• 9:49
  Speaker 4: What we've noticed is, you know, in general, people are
• 9:52
  Speaker 4: more aware of Helium as a network and sort of
• 9:55
  Speaker 4: explore and understand there's two sides of network. The IoT
• 9:58
  Speaker 4: network is you know, really great for certain use cases
• 10:01
  Speaker 4: like package tracking and and UH and water leak detection
• 10:05
  Speaker 4: and things like that.
• 10:05
  Speaker 3: And we're seeing you know, really great.
• 10:08
  Speaker 4: Usage there, but it is sort of a very it's
• 10:13
  Speaker 4: a small network from a from a revenue perspective, whereas
• 10:17
  Speaker 4: a lot of the revenue seems to be coming at
• 10:20
  Speaker 4: this point, is coming from the mobile moule, through through
• 10:23
  Speaker 4: the through the offload partnerships that we have, and so
• 10:26
  Speaker 4: you know, we are we're excited about the sort of
• 10:29
  Speaker 4: ubiquitousness of the IoT network and I think you know
• 10:32
  Speaker 4: it takes uh it's it was a brand new protocol
• 10:35
  Speaker 4: to a lot of these device manufacturers, although the LOREN
• 10:38
  Speaker 4: has been around for a little while.
• 10:39
  Speaker 3: Yeah, so the sort of.
• 10:41
  Speaker 4: Process of converting your hardware to supporting this kind of
• 10:44
  Speaker 4: network in your devices, you have to sort of go
• 10:48
  Speaker 4: through that full hardware cycle, and we're starting to see
• 10:50
  Speaker 4: that with with a few products, which is great. On
• 10:52
  Speaker 4: the other hand, on the mobile side, it's just a.
• 10:54
  Speaker 3: Phone and everyone has a phone that happens on it.
• 10:58
  Speaker 4: These technologies are are sort of they are already and
• 11:01
  Speaker 4: the demand is already there, and so that's kind of
• 11:03
  Speaker 4: I believe that's why we're seeing this this sort of
• 11:05
  Speaker 4: explosion of growth because the demand is there.
• 11:08
  Speaker 2: Yeah, we should probably do an episode on on just
• 11:11
  Speaker 2: the mobile process. Because the e SIM technology that you
• 11:14
  Speaker 2: guys utilize is very one, I think, very advanced. I
• 11:18
  Speaker 2: love the family plan programs that you offer, so I
• 11:21
  Speaker 2: think that's one of the reasons, but it's still not
• 11:23
  Speaker 2: known to the average user because I often will tell
• 11:27
  Speaker 2: people have you ever tried you know, helium?
• 11:29
  Speaker 1: And many people are just like, Hey, I don't know
• 11:31
  Speaker 1: about it. You know what's that? Is that a new
• 11:33
  Speaker 1: you know it? You know, so that needs to be done.
• 11:35
  Speaker 1: We got to fix that. What about coolest use case?
• 11:39
  Speaker 2: When you look at all the use cases that are
• 11:41
  Speaker 2: being done, whether it's IoT or you know, some of
• 11:43
  Speaker 2: the new tools that you guys are building, is there
• 11:46
  Speaker 2: anything that's kind of surprising you that's kind of like
• 11:48
  Speaker 2: who yeah?
• 11:51
  Speaker 4: On the IoT side, I think some of the environment
• 11:54
  Speaker 4: sensing use cases I think are the most interesting, everything
• 11:58
  Speaker 4: from you know, temperature tracking and you know tracking. I
• 12:03
  Speaker 4: think a really really cool use case that I saw
• 12:05
  Speaker 4: last year was there's a company that's tracking endangered lynxes
• 12:10
  Speaker 4: in the Iberian Peninsula and redirecting that data back to
• 12:16
  Speaker 4: ways and pushing alerts into ways as you're as you're driving,
• 12:19
  Speaker 4: so now you know if you're driving. A big issue
• 12:22
  Speaker 4: that they're having is or that you know, for this
• 12:24
  Speaker 4: particular population of animals is cars are just hitting them.
• 12:27
  Speaker 3: You know, this is uh, this is in.
• 12:30
  Speaker 4: The US, we have this problem with deer right, but
• 12:32
  Speaker 4: deer plentiful. They're literally everywhere. They do a lot of
• 12:35
  Speaker 4: damage to cars. On the other hand, in Spain, like
• 12:38
  Speaker 4: you have lynkses that you know, people just plow through unfortunately,
• 12:42
  Speaker 4: and and you know that's sort of affecting their their population, right.
• 12:46
  Speaker 4: But I thought that was really really cool and very
• 12:49
  Speaker 4: very practical use case.
• 12:51
  Speaker 3: That's you know, you can't be mad at, to.
• 12:53
  Speaker 4: Be honest, it's like a perfect it's like a perfect
• 12:56
  Speaker 4: kind of thing that's good use and and so that's
• 13:00
  Speaker 4: on the IoT side. On the mobile side, I think,
• 13:03
  Speaker 4: you know, enabling carrier offload for you know, AT and T,
• 13:06
  Speaker 4: the one of the largest carriers here in the US,
• 13:08
  Speaker 4: I think that is the use case right. Enabling the
• 13:11
  Speaker 4: same kind of thing in Mexico. As we continue to
• 13:14
  Speaker 4: expand there is the sort of next big use case
• 13:17
  Speaker 4: and and I'd love to see that in more countries.
• 13:20
  Speaker 2: Well, listen, you guys had another big win here. You're
• 13:23
  Speaker 2: tech providing merching emergency sale service during Hurricane Lean. So
• 13:28
  Speaker 2: that was paired up with starlink. That's kind of seems
• 13:32
  Speaker 2: like a match made in heaven. I think there was
• 13:34
  Speaker 2: a couple of points on here. This was surprised me
• 13:37
  Speaker 2: that twenty percent of sales sites were affected because this
• 13:40
  Speaker 2: is happening all the time. And then you guys, I
• 13:42
  Speaker 2: think this happened you you even stated this within forty
• 13:45
  Speaker 2: eight hours, you guys had a prototype on how to
• 13:48
  Speaker 2: use this.
• 13:48
  Speaker 1: So that's fast man. It helped.
• 13:52
  Speaker 4: Yeah, it helps that this was effectively my my camping kit.
• 13:57
  Speaker 3: This is actually my personal campaign.
• 13:59
  Speaker 4: So essentially what I have is a Starlink Mini, a battery,
• 14:04
  Speaker 4: a solar cecle, and helium mobile hotspot.
• 14:08
  Speaker 3: And it's it's not packaged, right, it's by year. It is. Uh,
• 14:12
  Speaker 3: it is me kind of jerry rigging stuff together.
• 14:16
  Speaker 1: I'm going to try that. I'm going to try that.
• 14:18
  Speaker 1: I'm I'm a big Starlink user.
• 14:20
  Speaker 3: Well as a well.
• 14:21
  Speaker 4: It's cool about it is that everything fits in a
• 14:23
  Speaker 4: fast pack and so like it's really really portable for me,
• 14:28
  Speaker 4: and you know, very rarely do I ever take it out.
• 14:30
  Speaker 3: It's usually just in the in the car. Yeah, because
• 14:33
  Speaker 3: like one of.
• 14:34
  Speaker 4: The goals of camping is to not be connected. But
• 14:36
  Speaker 4: the fact that it's available that you can run back
• 14:38
  Speaker 4: to the car and you can set this up in minutes.
• 14:41
  Speaker 3: Uh, I think it's pretty great and so uh so.
• 14:44
  Speaker 4: Yeah, So we worked with with a nonprofit that was
• 14:48
  Speaker 4: able to get on the ground and actually deploy these things.
• 14:51
  Speaker 4: What they ended up doing, which I thought was really great,
• 14:54
  Speaker 4: was they took those four f one fifties that already
• 14:56
  Speaker 4: have you know, sort of an inverter a generator on them.
• 14:59
  Speaker 1: Yeah, the our cyber truck same way.
• 15:01
  Speaker 2: Yeah, because you could just plug right into it and
• 15:03
  Speaker 2: you've got a you know, big o' huge generator battery
• 15:07
  Speaker 2: pack for.
• 15:07
  Speaker 3: Sure, exactly exactly.
• 15:09
  Speaker 4: And so being able to do that very quickly, you know,
• 15:12
  Speaker 4: they were able to get into North Carolina very very
• 15:16
  Speaker 4: quickly and and and start to deploy coverage. The other
• 15:19
  Speaker 4: great thing about this, you know, this particular feature because
• 15:22
  Speaker 4: of that AT and T relationship that we have, Because
• 15:24
  Speaker 4: we have these relationships with other mb and o's, the
• 15:27
  Speaker 4: users on the ground don't need to sign.
• 15:29
  Speaker 3: Up for Healium Mobile to use this thing. I think
• 15:31
  Speaker 3: that is really really crucial.
• 15:33
  Speaker 4: It's not like a special protocol, it's not like another
• 15:36
  Speaker 4: kind of radio, it's not. It's just it's it's their
• 15:40
  Speaker 4: phone just authenticates automatically. And that is I think true,
• 15:44
  Speaker 4: like user experience unlock that that makes this a good product.
• 15:48
  Speaker 2: No doubt, and why not make a product? Why not
• 15:51
  Speaker 2: make that a bundle, a product that you could sell.
• 15:53
  Speaker 2: I mean, I mean, I'm sure in every municipality out
• 15:56
  Speaker 2: there would probably want something like this.
• 15:58
  Speaker 4: You know, we we actually so I spend some time
• 16:02
  Speaker 4: in d C to help on the sort of government
• 16:05
  Speaker 4: relations and lobbying sets. I'm I'm the technical, the guy
• 16:08
  Speaker 4: that shows up.
• 16:08
  Speaker 3: For these things.
• 16:10
  Speaker 4: And this is something that we've actually talked to the
• 16:12
  Speaker 4: the the FCC UH and sorry, the nt I A
• 16:16
  Speaker 4: about specifically. And so you know, this agency cares very
• 16:20
  Speaker 4: deeply in commerce in general, cares very deeply about providing
• 16:24
  Speaker 4: connectivity in these kinds of situations. And so we've had
• 16:27
  Speaker 4: this conversation like what does this package look like, what
• 16:30
  Speaker 4: you know that could be rapidly deployed and how can
• 16:32
  Speaker 4: we enable municipalities to do this in times of need?
• 16:37
  Speaker 4: And and so we're seeing some traction here. Obviously it's
• 16:41
  Speaker 4: not a it's not a core product for us, but
• 16:43
  Speaker 4: we'd love to make it like kind of less haphazard
• 16:46
  Speaker 4: as my my campaign.
• 16:47
  Speaker 2: Well, but I will tell you if if you deploy
• 16:51
  Speaker 2: something like that, these are they're not designed for profit.
• 16:55
  Speaker 2: These are designed for just community, you know benefit And
• 16:59
  Speaker 2: I think when you do something like that, man, the
• 17:03
  Speaker 2: just the goodwill that that generates on the brand is
• 17:07
  Speaker 2: probably you could not track it in marketing out there,
• 17:10
  Speaker 2: So that would be huge because you get into cities
• 17:13
  Speaker 2: and areas where they've been hard hit. Believe me, you
• 17:16
  Speaker 2: probably will win tens of thousands of customers very quickly
• 17:21
  Speaker 2: after all those things are settled down just because of
• 17:23
  Speaker 2: what you did.
• 17:24
  Speaker 1: So kudos to you. Guys.
• 17:25
  Speaker 2: Hey, listen, I've got a clip here I want to
• 17:28
  Speaker 2: play for you. I'm gonna this is my campaign to
• 17:31
  Speaker 2: Helium that I've done before.
• 17:34
  Speaker 1: I'm gonna play it for you and take a look.
• 17:35
  Speaker 2: All right, earning cloud points versus earning H and T
• 17:40
  Speaker 2: being able to switch between the two, you need a button.
• 17:43
  Speaker 1: We wanted it to be the PBN button where you
• 17:45
  Speaker 1: just say cloud points are H and T, cloud points
• 17:48
  Speaker 1: are agent T. Are you going to make that a toggle?
• 17:50
  Speaker 1: We don't know if that person likes crypto or understands crypto.
• 17:55
  Speaker 3: Certainly, I think we got to consider the toggle button.
• 17:57
  Speaker 2: We've got to make it available cloud to crypto, Cloud
• 18:00
  Speaker 2: to crypto. What about like v bucks swapping, you know,
• 18:03
  Speaker 2: swap it for a Starbucks.
• 18:04
  Speaker 1: You know kind of thing right now.
• 18:06
  Speaker 3: Old in the oldest things are in the pipeline that
• 18:09
  Speaker 3: you know, I could comment toggle comment toggle Now we're
• 18:13
  Speaker 3: going to drive.
• 18:13
  Speaker 1: This because all right, that's my that was my sales pitch.
• 18:19
  Speaker 2: That's my sales pitch to get to get H and
• 18:22
  Speaker 2: T or cloud points.
• 18:23
  Speaker 1: I want my hn T, man, I want my H
• 18:25
  Speaker 1: and T.
• 18:26
  Speaker 2: And then you guys go out and you rug pull
• 18:29
  Speaker 2: me and give points to Starbucks.
• 18:34
  Speaker 4: Wow, I didn't realize I was going to get cornered.
• 18:37
  Speaker 3: I love it.
• 18:38
  Speaker 4: I'm a fan of the cornering. I mean, that's this
• 18:41
  Speaker 4: is cool. Like on the on the healing mobile side,
• 18:43
  Speaker 4: we found that the cloud points product actually, you know,
• 18:47
  Speaker 4: resonated more with the average consumer, although like you know,
• 18:49
  Speaker 4: you and I are are definitely more for sure the
• 18:52
  Speaker 4: a for sure, but I think I think that's that's
• 18:55
  Speaker 4: Ultimately it was the product decision.
• 18:57
  Speaker 3: I'm not obviously not the best to speak to. Yeah, no,
• 18:59
  Speaker 3: I understand, get those folks on here.
• 19:02
  Speaker 2: But Frank, I know you're watching right now. Frank is
• 19:05
  Speaker 2: watching right now. Toggle toggle button. We need we need
• 19:09
  Speaker 2: the toggle button.
• 19:11
  Speaker 4: I have a question for you that we add the
• 19:13
  Speaker 4: toggle on the on the deployer side. Should a deployer
• 19:16
  Speaker 4: be able to choose cloud points instead of agency No,
• 19:22
  Speaker 4: I knew that was going to get you.
• 19:24
  Speaker 3: I knew that was going to get you.
• 19:27
  Speaker 1: I'm gonna say no, So anyway is what I use say.
• 19:31
  Speaker 2: Anyway, Let's get into a couple other things. Uh, listen,
• 19:34
  Speaker 2: the Seeker is shipping. Now, that's the big Salona phone
• 19:36
  Speaker 2: out there, and of course we're probably going to see
• 19:39
  Speaker 2: some activations. Do you think you'll pick up activations here?
• 19:42
  Speaker 2: I mean, you get one hundred and fifty thousand phones
• 19:44
  Speaker 2: hitting the market pretty quick.
• 19:46
  Speaker 1: There need phone.
• 19:46
  Speaker 4: Numbers, absolutely, and we're working with UH. And this is
• 19:51
  Speaker 4: something the Healing Mobile folks are working on as well.
• 19:54
  Speaker 4: They're working with the Secret team. The Salon allows team
• 19:58
  Speaker 4: to actually enable anyone to be able to use Healing
• 20:02
  Speaker 4: Mobile natively.
• 20:03
  Speaker 3: In the app.
• 20:06
  Speaker 4: I'm not sure if this is super public yet, but
• 20:08
  Speaker 4: it's okay. But there will be a native Healing Mobile
• 20:11
  Speaker 4: app for the on the Saga Secret and so you'll
• 20:15
  Speaker 4: be able to, you know, just download the app and
• 20:18
  Speaker 4: activate your Healing Mobile subscription.
• 20:20
  Speaker 1: I like it. That'll be fast.
• 20:22
  Speaker 3: There's smeleful for you.
• 20:24
  Speaker 1: They're okay, we like it. I'm waiting on the seekers.
• 20:26
  Speaker 2: We're seeing them starting to trickle through on delivery right
• 20:29
  Speaker 2: now too.
• 20:30
  Speaker 3: I haven't gotten mind yet.
• 20:32
  Speaker 2: I'm definitely fomo for sure. Listen, there's a weather exem
• 20:36
  Speaker 2: I anticipate we're going to see a lot of DAPs
• 20:38
  Speaker 2: coming in on this. There's I mean, there's rumors now
• 20:40
  Speaker 2: that there's a lot of very cool tools that will.
• 20:43
  Speaker 1: Come in on this.
• 20:44
  Speaker 2: So I think the the interesting point I see more
• 20:47
  Speaker 2: people talking about is carrying second phones, family phones, you know,
• 20:52
  Speaker 2: just for the purpose of getting access to these DAPs.
• 20:55
  Speaker 2: Do you think that's going to be an ecosystem that
• 20:57
  Speaker 2: will start to grow? In other words, people designing to
• 20:59
  Speaker 2: have more than one phone.
• 21:02
  Speaker 4: You know, the two phones are hard, right, Like if
• 21:05
  Speaker 4: I think about the way, like, and this is entirely selfish,
• 21:08
  Speaker 4: but like, you know, I've got two pockets. One pocket
• 21:11
  Speaker 4: that's my wallet. My other bucket usually has my phone.
• 21:14
  Speaker 4: So two phones might be hard for me to be
• 21:17
  Speaker 4: to be very sort of direct about it. But you know,
• 21:20
  Speaker 4: I think that having access to this this other phone,
• 21:24
  Speaker 4: the secret device. You know, I think Android has gotten
• 21:28
  Speaker 4: significantly better. I'm an iOS user, but over the years,
• 21:32
  Speaker 4: it's it's continues to get significantly better. I think more
• 21:35
  Speaker 4: kind of native experiences on Android will make the ecosystem better.
• 21:40
  Speaker 4: And having you know, the Healing mobile app being native
• 21:43
  Speaker 4: having whether it's I'm being native having I know geode
• 21:47
  Speaker 4: Net's also working on a on a on adapt for
• 21:49
  Speaker 4: for the seeker as well. Having all these things to
• 21:52
  Speaker 4: be kind of native to the device, Uh makes it
• 21:56
  Speaker 4: way more compelling to make it rather than a secondary
• 21:58
  Speaker 4: phone actually to be my daily driver.
• 22:00
  Speaker 1: No doubt.
• 22:01
  Speaker 2: Well, I think that's the key is is as we
• 22:03
  Speaker 2: see more dapts rolling out and the functionality, especially for
• 22:06
  Speaker 2: the cryptonative people that are out there right now listening
• 22:09
  Speaker 2: to our show, and I think for people that are
• 22:11
  Speaker 2: maybe wanting to get more cryptonative. The problem is is
• 22:14
  Speaker 2: the hurdles you have to go to get it into
• 22:16
  Speaker 2: the traditional systems is just really hard.
• 22:19
  Speaker 1: So that's a big deal. Let's jump over to gaming.
• 22:22
  Speaker 2: Just a quick note here, gaming hand helds, the potential
• 22:26
  Speaker 2: for them tech getting better and better. Now, the potential
• 22:31
  Speaker 2: that maybe gaming hand helds could utilize something like a
• 22:35
  Speaker 2: helium network to have full wireless gaming all the time.
• 22:39
  Speaker 1: Do you think that could be a thing?
• 22:42
  Speaker 4: You know, one of the things that we are working
• 22:45
  Speaker 4: with other projects, is how do you sort ofven bad
• 22:50
  Speaker 4: e sms or physical sims into the device so you know,
• 22:54
  Speaker 4: you don't have to think about connectivity for these devices
• 22:57
  Speaker 4: now many years ago when this is my datmil little bit,
• 23:00
  Speaker 4: but the Kindle came with something called whisper net and
• 23:03
  Speaker 4: you were always connected. You effectively had connectivity forever. And
• 23:08
  Speaker 4: you know those are those are really great devices because
• 23:11
  Speaker 4: you're sort of for the consumer perspective, I'm willing to
• 23:13
  Speaker 4: pay a little bit more money to make sure that
• 23:16
  Speaker 4: I have connectivity, you know, quote unquote forever. It's a
• 23:19
  Speaker 4: little harder for something that is a high bendwidth application
• 23:22
  Speaker 4: like that costs changes over time, but I think it's
• 23:25
  Speaker 4: still something that's doable at the very least, Like, you know,
• 23:29
  Speaker 4: let me pay for one year of service at a time,
• 23:32
  Speaker 4: because I know roughly know how much it's going to
• 23:34
  Speaker 4: be used.
• 23:36
  Speaker 2: Are you seeing you know, because a lot of devices,
• 23:38
  Speaker 2: tablet devices, even laptops now coming with connectivity which is
• 23:42
  Speaker 2: built in the sims and or you know, a hardware sim.
• 23:46
  Speaker 2: Uh do you think that is a growing category? Do
• 23:48
  Speaker 2: you think the mobile category is just taking a lot
• 23:51
  Speaker 2: of that air out of the system right now.
• 23:54
  Speaker 4: I mean, I think you'll always have this kind of
• 23:57
  Speaker 4: tense struggle between and we'll use Apple as an example.
• 24:02
  Speaker 4: Apple wants your iPhone to be your gaming device, right
• 24:06
  Speaker 4: they really do, you know, at least at least on
• 24:08
  Speaker 4: the go, But they'll always I don't think the games, like,
• 24:13
  Speaker 4: certainly the Triple A games won't be as good on
• 24:15
  Speaker 4: Apple as it will be on my switch to or
• 24:18
  Speaker 4: I have a switch one, but like it won't be
• 24:20
  Speaker 4: as good as on my switch, right, and so I
• 24:23
  Speaker 4: think that uh, you know, getting connectivity to the switch,
• 24:27
  Speaker 4: you know today Wi Fi connectivity on it. I'm not
• 24:30
  Speaker 4: sure about the switch too, I don't but I don't
• 24:32
  Speaker 4: think it has any cellular.
• 24:33
  Speaker 3: Connectivity not think yeah, And I think.
• 24:36
  Speaker 4: I think we'll see more dedicated you know, connect connectivity
• 24:40
  Speaker 4: options for these game devices. People are on the go,
• 24:43
  Speaker 4: and you know, I've heard the switch is way larger
• 24:46
  Speaker 4: than the than the first switch, so it'd be tough
• 24:50
  Speaker 4: to walk around with it. But but people want to
• 24:52
  Speaker 4: be able to access these things on the go.
• 24:54
  Speaker 1: We're showing the playtron there on screen right now. This
• 24:57
  Speaker 1: is one of the sweet devices.
• 24:58
  Speaker 2: But you know, you also have a pretty big ecosystem
• 25:02
  Speaker 2: around steam Deck two that does have that capability, which
• 25:06
  Speaker 2: is kind of an interesting component. Hey, there was one
• 25:09
  Speaker 2: tweet that you put out right there. I'd love to
• 25:13
  Speaker 2: have H and T in my four oh one K.
• 25:15
  Speaker 2: So there you go, Robinhood. If you're listening, Vlad, I.
• 25:17
  Speaker 1: Know you are. You watch our show every day. Vlad
• 25:20
  Speaker 1: watches this show. I don't know if you knew that
• 25:22
  Speaker 1: he's you know, he d so Vlad, you're watching. We
• 25:26
  Speaker 1: need to get H and T on Robinhood.
• 25:28
  Speaker 2: This is the deep in I think to put on Robinhood,
• 25:32
  Speaker 2: and then of course it makes its way into all
• 25:33
  Speaker 2: other things. You know, what what do you think of
• 25:35
  Speaker 2: a take to get Robin Hood listing?
• 25:38
  Speaker 3: They can reach out more than that. It's so easy.
• 25:42
  Speaker 1: There you go.
• 25:42
  Speaker 3: I mean I already I already have H and T
• 25:44
  Speaker 3: in my IRA A.
• 25:46
  Speaker 4: I use an IRA platform that lets me you know.
• 25:48
  Speaker 1: There you go, And so we had.
• 25:52
  Speaker 3: Why not? Why not for my four one K? Right?
• 25:55
  Speaker 1: Yeah, there you go?
• 25:56
  Speaker 3: For sure.
• 25:57
  Speaker 4: The you know, our current administration is sort of pushing
• 26:01
  Speaker 4: the industry as a whole, like all industries, to support
• 26:05
  Speaker 4: crypto more. And you know, this week's EO I think
• 26:08
  Speaker 4: sort of directed the agency as the Department of Labor
• 26:11
  Speaker 4: specifically to start evaluating this. But I think, you know,
• 26:15
  Speaker 4: robinhood is one of the more innovative platforms, especially in
• 26:18
  Speaker 4: the on the stocks and on investment side.
• 26:21
  Speaker 3: They're probably the.
• 26:22
  Speaker 4: Best at doing this, and so they should. They should
• 26:24
  Speaker 4: launch a crypto four.
• 26:25
  Speaker 3: One K for us.
• 26:27
  Speaker 2: They got to do it, man, all right, Well, we're
• 26:29
  Speaker 2: going to get out there and push Robinhood to try
• 26:31
  Speaker 2: to do some of those things. We're still waiting for
• 26:32
  Speaker 2: them to open their banking account because that I think
• 26:35
  Speaker 2: is going to change the game, you know, for a
• 26:37
  Speaker 2: lot of people to really transition over to maybe something
• 26:40
  Speaker 2: that's a little bit more active, especially on the crypto side,
• 26:42
  Speaker 2: because they're very consistent over there in terms of growth.
• 26:46
  Speaker 1: Listen to Bay.
• 26:47
  Speaker 2: It was great having you on today. Thank you so
• 26:49
  Speaker 2: much for coming back in. We appreciate it.
• 26:51
  Speaker 4: Thanks for having me again. That's always a pleasure to
• 26:53
  Speaker 4: talk to you.
• 26:54
  Speaker 2: All right, we'll see you soon, are you guys? If
• 26:56
  Speaker 2: you're not part of the Diamond Circle, you should be.
• 26:59
  Speaker 2: It is our own private group you guys can join,
• 27:02
  Speaker 2: and the way you can do it is click the
• 27:04
  Speaker 2: link down below. It's absolutely free and the way it
• 27:07
  Speaker 2: works is we send out an email usually once a week,
• 27:09
  Speaker 2: and it's update on additional research and stuff that I do.
• 27:12
  Speaker 2: Even in some cases I'll do a brief in there.
• 27:14
  Speaker 1: For our Diamond Circle members. So super easy.
• 27:18
  Speaker 2: And of course follow me on X at Paul Baron.
• 27:20
  Speaker 2: We'll catch you next time right here on The Paul
• 27:22
  Speaker 2: Baron Show.