Proof of Coverage

Follow Proof of Coverage Media: https://x.com/Proof_CoverageFollow Henry McPhie: https://x.com/henrymcphie_In this episode, Connor talks with Henry McPhie, co-founder and CEO of Streamex (NASDAQ: STEX), about bringing the gold market on-chain through regulated tokenization. They discuss the launch of GLDY, a yield-bearing gold-backed token that pays holders 3.5% APY through gold leasing, how it stacks up against Tether Gold and Pax Gold, Streamex's revenue model, and the roadmap to tokenize silver, copper, oil & gas, and beyond.Timestamps:02:05 - Launch Day Overview03:07 - How Gold Yield Works04:43 - Risk and Insurance Layers06:13 - Chains and Early Demand07:33 - Bitcoin Vs Gold09:16 - Henry's Origin Story11:49 - Why Go Public13:38 - Team and Advisors16:50 - Treasury and Seeding Liquidity18:43 - Revenue Model Breakdown22:42 - GLDY Versus Other Gold Tokens27:58 - Retail and Institutional Access30:04 - Where to Learn MoreDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

Follow Proof of Coverage Media: https://x.com/Proof_CoverageIn this episode, Connor talks with John Deaton, a trial lawyer and prominent legal voice in the crypto space known for representing XRP holders in the SEC's case against Ripple. John discusses his fight against regulatory overreach and his recent entry into politics, running for the US Senate in Massachusetts. They delve into John's stance on issues like crypto regulation, healthcare, housing, energy, and the American Dream. The conversation provides insights into John's transformative journey from law to politics, his campaign platform, and his proposals for economic and social reforms.Timestamps: 00:00 - Introduction03:12 - John Deaton's Senate Campaign10:55 - Healthcare and Economic Challenges13:49 - John's Crypto Journey17:39 - The Ripple Lawsuit and XRP25:17 - Future of Crypto Regulation27:39 - ConclusionDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

A deep dive into turning token ownership into equity-like stakes on Solana. They explain Meteora’s role in making Solana an everything exchange and how launch support, market making, and partnerships bring projects onboard. Discussion covers pre-TGE roadshows, a token-first ownership model, high-float TGE strategy, monthly investor recaps, and discretionary buybacks to optimize earnings-per-token.

Follow Proof of Coverage Media: https://x.com/Proof_CoverageIn this episode, Alireza Ghods from NATIX sits with Connor and shares exciting updates about the company's data collection and technological advancements. They discuss the company's new partnership with Valeo to develop one of the largest open-source multi-camera world foundational models, designed to simulate real-world driving environments for autonomous vehicles. Alireza explains how their technology can generate complex, human-readable search results and how vision language models (VLMs) are revolutionizing data search in autonomous driving. The conversation also explores NATIX's progress with the VX360 Tesla dongle for multi-camera data collection, future plans for data monetization, and the potential impact of synthetic data in the autonomous driving industry.Timestamps: 00:00 - Introduction 01:14 - Updates on VX360 and Data Sales02:09 - Vision Language Model and Its Applications04:39 - Importance of Diverse Data for World Models06:20 - Details on the Valeo Deal08:15 - Use Cases and Future Plans for World Models10:45 - Synthetic Data and Real-World Applications19:37 - Future of Physical AI and Autonomous Driving23:51 - ConclusionDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

Follow Proof of Coverage Media: https://x.com/Proof_CoverageIn this episode Connor sits with Thomas Curry, founder of SOAR, to discuss how SOAR is rethinking crypto capital formation. They explore the platform's novel approach of using token issuance as senior debt to create clearer value claims while preserving founder autonomy. Thomas shares the inspiration behind SOAR, which aims to unify equity and tokens, addressing the lack of real economic rights for token holders. They also talk about SOAR's transparent and legally sound structure that provides intrinsic value to token holders, allowing seamless buybacks and further fundraising. The discussion further includes the vision for SOAR's platform, aiming to provide retail investors access to early-stage startups, the potential solutions it offers and the importance of effective investor relations (IR) in the crypto industry.Timestamps: 00:00 - Introduction00:25 - The Problem with Current Token Models01:09 - The Importance of Branding in Crypto03:05 - Thomas Curry's Background and Journey04:41 - Token Buybacks and Market Dynamics09:28 - SOAR's Innovative Approach to Token Issuance14:17 - Case Study: CPT and SOAR's Debt Mechanism20:40 - Understanding Token Dynamics22:38 - Debt Mechanics Explained26:01 - Founder Incentives and Market Dynamics31:38 - Platform Launch and Vision35:21 - Challenges in Crypto Investor Relations37:10 - Future of Token and Equity Integration41:17 - Final Thoughts and Contact InformationDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

Follow Proof of Coverage Media: https://x.com/Proof_CoverageIn this episode Connor and Sean Murray, Crypto & US Lead at Fuse Energy, a vertically integrated energy company experiencing rapid growth. The conversation covers the company's ambitious projects, regulatory achievements with the SEC , including a landmark No-Action Letter, and impressive growth metrics such as reaching 200,000 homes and scaling annualized revenues to $300 million. The discussion also explores challenges and strategies in the energy sector, including market deregulation, infrastructure bottlenecks, and the potential of innovative solutions like the Energy Network to alleviate grid congestion.Timestamps: 00:00 - Introduction00:56 - Challenges in Modern Infrastructure03:59 - Big News: SEC No-Action Letter06:37 - Explosive Growth and Business Model10:03 - Understanding the Energy Market15:23 - Future Plans and Innovations23:16 - Addressing Grid Capacity Issues26:53 - Energy Network and Token Utility43:30 - Closing Remarks and Future OutlookDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

Parker White, COO & CIO at DeFi Development Corp, is an early architect of Solana-based Digital Asset Trusts (DATs). He discusses how DFDV rapidly transformed from an idea to a public entity in just 80 days, emphasizing Solana’s advantages over Ethereum and Bitcoin. Parker critiques copycat DATs and highlights the importance of first-mover strategies in a market shifting towards high-beta tech stock dynamics. He also shares insights on on-chain yield tactics and the future of international treasury expansions, asserting that traditional crypto cycles are obsolete.

Follow Proof of Coverage Media: https://x.com/Proof_CoverageIn 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 Team01:53 - Founders' Backgrounds and Journey09:35 - Understanding Qiro's Unique Platform13:30 - Challenges and Innovations in RWA Lending24:36 - DePIN Networks and Future Prospects31:13 - Hiring and Growth at Qiro33:52 - Conclusion and Contact InformationDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

Follow Proof of Coverage Media: https://x.com/Proof_CoverageSantiago 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 - Introduction01:45 - New York City Challenges02:30 - The American Dream Debate04:55 - New York Marathon07:51 - DePIN and Daylight Announcement08:25 - Electricity Pricing Issues11:01 - Infrastructure Challenges12:36 - Market Dynamics and Demand Growth13:53 - Daylight App Features15:32 - Distributed Energy Resources17:42 - Future of Energy Prices19:22 - Australia's Solar Market Success22:55 - Customer Uptake and Market Expansion25:46 - Tokenized Yield Products27:43 - Capital Market Dynamics29:27 - Duration Risk Management31:09 - Quality of Underwriting in Solar Loans33:38 - Daylight Pitch to Traditional Allocators35:09 - Market Size and Opportunities40:45 - Potential Collaboration with Base Power47:23 - Challenges and Risks in the Token Market50:44 - Speculative Capital & Revenue54:08 - Helium's Market Position and Comparisons56:35 - On-Chain Revenue and Governance DynamicsDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

Follow Proof of Coverage Media: https://x.com/Proof_CoverageConnor talks with Harry Dewhirst about 375ai’s recent $10 million raise led by Delphi and Strobe, and their upcoming Token Generation Event (TGE) featuring the EAT token. They explore 375ai’s cutting-edge hardware — the 375edge mini data center and 375go mobile app with over 250,000 users — and discuss how the company’s buy-and-burn model, partnerships, and expansion plans are driving growth. Connor and Harry also touch on new devices like the 375street and Vault, and 375ai’s role within the DePIN and Solana ecosystems, showcasing how it’s reshaping the future of decentralized data.Timestamps: 00:00 - Introduction01:09 - Motivation Behind the Recent Fundraise02:36 - Overview of Supply Side Devices03:48 - Details on 375edge and 375go08:28 - Deployment Strategy for 375edge10:37 - Exploring Fractals and Crowdfunding Options12:21 - Future Hardware: 375street and Vault15:04 - Demand Side Use Cases and Partnerships17:34 - Token Economy and Value Accrual18:51 - Building on Solana and Community Support20:28 - Closing Thoughts and Future OutlookDisclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.