#315 – DePIN & 4-Year Cycles w/VC Correspondent Geebz – Rise Up Morning Show – May 29, 2025

Rise Up Media · May 29, 2025 · 1h 29m

Goodnow, revolutionaries—

Today, the guys welcome back Gerard aka Geebz, our go-to VC correspondent, for a rich discussion on the state of crypto post-Consensus.

They cover:

Reflections on Consensus (spoiler: RWAs are everywhere)

How to approach and get started in DePIN (decentralized physical infrastructure)

Insights on DeSci (where it’s working and where it’s not)

A new mental model to understand the major sectors of crypto

And in closing thoughts: Is the crypto 4-year cycle theory broken? Or was it always just a narrative?

Don’t miss this one if you want a sharp, no-fluff analysis of…