August 11, 2025 • 27 mins
The Helium halving is a deflationary mechanism that occurs every two years. On August 1st, the total amount of new HNT tokens emitted per day is cut in half.
~This episode is sponsored by iTrust Capital~
iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul
00:00 Intro
00:09 Sponsor: iTrust Capital
00:50 Helium ate every DEPIN
03:20 What’s the next most important milestone number?
05:26 Explain Helium Halving: Max Supply + Emission Halvening
07:53 Helium Plus+
09:40 How is it growing so fast? What number is goal?
11:40 What’s the coolest use case no one’s talking about?
13:28 Helium x Starlink for emergency disasters
17:28 Paul vs Helium: Toggle Button
19:35 Solana Mobile: How many Helium users are you expecting?
20:34 What new dApps are you excited about?
22:21 Will gaming handhelds need Helium?
25:13 Wen Robinhood listing
26:25 Outro
#Crypto #Solana #Helium
~Helium $HNT Halving🔥Abhay Kumar INTERVIEW~
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~ The Best Crypto Exchange ➜ Coinbase, get up to $200 in crypto - coinbase-consumer.sjv.io/BARRON
~ Looking for the best tax havens for Crypto? Free Month with iTrust Capital ➜ Use PROMO CODE - PAUL BARRON https://rebrand.ly/PAULBARRON
~This episode is sponsored by iTrust Capital~
iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul
00:00 Intro
00:09 Sponsor: iTrust Capital
00:50 Helium ate every DEPIN
03:20 What’s the next most important milestone number?
05:26 Explain Helium Halving: Max Supply + Emission Halvening
07:53 Helium Plus+
09:40 How is it growing so fast? What number is goal?
11:40 What’s the coolest use case no one’s talking about?
13:28 Helium x Starlink for emergency disasters
17:28 Paul vs Helium: Toggle Button
19:35 Solana Mobile: How many Helium users are you expecting?
20:34 What new dApps are you excited about?
22:21 Will gaming handhelds need Helium?
25:13 Wen Robinhood listing
26:25 Outro
#Crypto #Solana #Helium
~Helium $HNT Halving🔥Abhay Kumar INTERVIEW~
⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺
Join our community!Â
Diamond Circle (FREE):Â https://www.paulbarronnetwork.com/store
Forge Membership: https://www.paulbarronnetwork.com/forge-membership
Private Telegram Group (FREE): https://t.me/+nISqoMxrok40NTcx
Subscribe on YouTube ✅ https://bit.ly/PBNYoutubeSubscribe
Twitter 📱 http://bit.ly/PBNtwitter
Get official PBN merch! ➜ https://metapaul.com/
~ The Best Self Custody Wallet ➜ https://tangem.com/en/ Use Code PBN for Additional Discounts!
~ The Best Crypto Exchange ➜ Coinbase, get up to $200 in crypto - coinbase-consumer.sjv.io/BARRON
~ Looking for the best tax havens for Crypto? Free Month with iTrust Capital ➜ Use PROMO CODE - PAUL BARRON https://rebrand.ly/PAULBARRON
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Welcome back into the show.
Speaker 2 (00:00):
Today we're going to be diving into Helium, give you
guys a project update and why this may be an
under valued token.
Speaker 1 (00:08):
Don't miss it. My name is Paul Baron. Welcome back in.
Speaker 2 (00:10):
Let's get in and start of course with our sponsor
today and that's I Trust Capital. This is where you
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Speaker 1 (00:17):
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Speaker 1 (00:24):
You get to do it in your IRA.
Speaker 2 (00:26):
If you already have an IRA, you can actually transfer
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Speaker 1 (00:29):
Is pretty simple to do.
Speaker 2 (00:31):
And of course you can get into all sorts of assets, Bitcoin, ethereum,
a lot of all coins including gold and silver, so
it's all available over there. All you have to do
is use our link and get a one hundred dollars
funding reward to get started. Always consult your tax advisor
and if it's a good position for you, but diversification
good things. Going forward, I want to bring in a
gentleman who's been with us before, and that is Abbe
(00:53):
Kumar who is now coming in as head of Protocol
at Helium. So congrats on the title change.
Speaker 3 (00:59):
Thanks thanks for having me again.
Speaker 2 (01:02):
So let's get into a few things. I want to
just showcase the potential of what we're seeing in terms
of activity. Helium continue to skyrocket here on Dooing Analytics
in terms of usage, which has been a good thing.
Speaker 1 (01:14):
This is another issue that we've talked about before.
Speaker 2 (01:17):
It's I would say Helium has become the deep in
to watch in general. And I think this is something
that a lot of people are kind of looking at today.
Why do you think we're seeing so much growth right now?
Are there any catalysts that you could give us?
Speaker 4 (01:33):
I mean, I think it's very simple. It's there are
folks in our community that are deploying hotspots, and those
hotspots are actually in useful locations, right.
Speaker 3 (01:42):
These are cell phones that.
Speaker 4 (01:44):
Are connecting to these hotspots they you know, because they
are effectively just many cell towers, right.
Speaker 3 (01:50):
And then we have this sort.
Speaker 4 (01:51):
Of sort of relationship with H and T and with
with other minos and mbnos where their subscribers are also
using these these hotspots. So I'll give you a really
practical example. If you're in New York and you come
out of the subway, there are these like silver terminals
that have like add roles running on them. They also
happen to be Helium hotspots and you're automatically connect to them.
(02:13):
And that's that's a great example of a of an
existing piece of infrastructure that's been converted to support Helium.
But then we also have folks that are going into
coffee shops, hair salons, uh, you know, all sorts of
sort of businesses that have a lot of people sitting
around and using them using bandwidth. And you know, folks,
(02:35):
you know, boots on the ground deployers are putting in
hotspots there and providing useful coverage for this network. And
even those you know, you don't necessarily have to be
a Helium a little subscriber to use these hotspots. If
you're as I mentioned, at and T subscriber, your phone
will just automatically connect and you have no idea that
you're using a crypto enabled network.
Speaker 2 (02:56):
Wow, that's crazy. Are you guys deploying in any airports yet?
Have you seen any airport airport deployment?
Speaker 4 (03:03):
You know, there was one a few months ago and
I'm forgetting where it was, But there's another one coming up,
and you should hear something new soon.
Speaker 2 (03:12):
It's okay largest, Oh that's good. Good, Well, I'm looking
at the mobile numbers. This is kind of how we
track Helium is obviously with AGENC and mobile now being
one token, which is I think another reason why we're
going to see more activity on it. But I mean,
the it's skyrocketing, so this is a big deal. I
think for sure, what would be the next big level
(03:35):
of achievement. I mean, you guys, what are you hovering
over three hundred to four hundred k? Now in terms
of total subscribers, let me kind of go to the
top right there. Yeah, I'm almost three sixty five. Where
do you think the top is, at least in the
near term.
Speaker 4 (03:50):
These Yeah, so these are subscribers who've signed up for
the Helium mobile service right to be explicit, and these
are of the on chain representations of the and these
are the NFTs that created when they sign up, and
so the different drivers of that graph, you know, Number one,
you know, we launched obviously, two, we created the free
(04:12):
plan and that sort of reorganized the way that we
sort of went to market and we sort of enabled
these three tiers of plans. And then you know, more recently,
we we've been doing a lot around supporting more groups
and more families. So we have the kids plan that
was launched, and then you know, really enabling more group
(04:33):
plan activity, you know, managing your group plans, having lots
of you know, maybe you have your yourself, your spouse
and your kids, and maybe you know other family members altogether.
And these are all different kinds of features that are
kind of expected by the mass market, our audience. Ultimately,
Healium Mobile is is a you know, consumer product. It
(04:54):
has you know, from the front end, no one really
knows that it has anything to do with crypto either.
It does need crypto. Obviously the business is enabled by crypto,
but for the average consumer, they're not really thinking about that.
And so every time we sort of produce a feature
or launch a network improvement that enables more average consumers
(05:14):
to use it, that number continues to go up.
Speaker 3 (05:15):
So, yeah, I'd like to see half million this year.
Speaker 4 (05:18):
That's absolutely one of our goals on just on the
Healium Mobile subscribers side.
Speaker 1 (05:24):
Let's talk about the having because that occurred August. First.
Speaker 2 (05:28):
A lot of things going on, a lot of changes
in how things are done, including network governance, all that
good stuff.
Speaker 1 (05:34):
What would be the.
Speaker 2 (05:34):
Top things if you're tracking helium and H and T
the token understanding that what are the key things that
you feel are important.
Speaker 4 (05:44):
Yeah, So the having was established of this having the
schedule is established back in twenty twenty. So this this
HIP twenty that was proposed and approved by the community.
It established the max supply. And the way that the
max supply happens is via the periodic happening every two years.
The amount of H and T that's emitted on a daily.
Speaker 3 (06:05):
Basis gets you know, halved.
Speaker 4 (06:07):
Yeah, the way to think about this, you know, start
So we just started year seven on August August first,
this year of the network, and so now we have
seven and a half million H and being admitted every year,
so you know, about twenty and a half k a day.
And so that's that's the sort of at the top level,
what has changed. And this is sort of established back
(06:28):
in twenty twenty, and we're effectively it's it's almost kind
of a non event from a protocol perspective because it
was already you know preset.
Speaker 2 (06:38):
Well, I think from the protocol, yes, but there are
effects on the people who are out there holding these
because they get you know.
Speaker 1 (06:45):
Less rewards.
Speaker 2 (06:46):
Does this also affect mobile rewards as well.
Speaker 4 (06:51):
Yeah, So the other thing that matters to you know,
as you mentioned, the thing that matters to hotspot owners
is that, you know, folks who are deploying coverage have
less of a total agency pigh to to get around
a daily basis. The one thing that's important is data
transfer is still really really on the amount of data, right,
(07:13):
So if you were transferring you know, let's say five
gigabytes of data per day and that was paid, you know,
five gigabytes paid, you're still getting paid for five.
Speaker 3 (07:22):
Bigabytes of data. That's okay, sorry, fifty cents a gigabyte.
Speaker 4 (07:26):
And so that that part doesn't change. The parts that
do change, however, are things like proof of coverage. This
is the boothstrut, right, And so for some folks that
are in deployed locations that don't have a lot of
data transfer, the rewards did change, right, And so that's
absolutely important to not.
Speaker 2 (07:42):
There well, And I think this is what's good I
think in general because it just creates more value in
the network itself. I want to jump over to Helium plus.
What is this What are you guys trying to do
on Helium Plus.
Speaker 4 (08:00):
So Helium Plus is sort of a formalization of the
sort of bring your own device kind of expansion for
for for Helium. So you know, there are a lot
of folks that you know, want to be able to
install Healium hotspots. You know, they'll go and buy the
hardware and do that, right, But there are even more
folks that already have deployed hardware. Right, And so you
(08:23):
mentioned airports earlier. The airports already have some kind of
Wi Fi hardware in there. What if with just a
software change, you can enable Helium you know, same as
Lincoln y C in New York. They just did a
software change to enable Helium on every one of those terminals.
And so that's that is what Helium plus is. It's
sort of a formalization of bring your own device. So
(08:44):
if you have a Ubiquity router or a you know,
Cisco router or any of these sort of either like
an enterprise grade Wi Fi hardware, you can enable Helium
Plus with a software change and often know not even
you don't even need to go on site for these things.
Speaker 3 (09:02):
These are often cloud managed.
Speaker 4 (09:04):
So like in my house, I have Ubiquity from my
from my WiFi ips and I can do that you
know from my from my Ubiquity UI.
Speaker 2 (09:14):
Which is uh, okay, well that's a that's a nice feature.
And I think, you know, I think a lot of
people don't really completely understand the whole ecosystem because you've
got mobile, then you have the IoT side of it.
This is just a good example on overall world dot Helium.
Speaker 1 (09:30):
Uh the kind of tracks.
Speaker 2 (09:31):
But the key here is you're looking at a lot
of carrier offload in terms of growth here. How does
that affect the IoT side of things? When you look
at the growth we've seen in the mobile side, does
it open up to where people are maybe more aware
of what's going on on the IoT side.
Speaker 4 (09:49):
What we've noticed is, you know, in general, people are
more aware of Helium as a network and sort of
explore and understand there's two sides of network. The IoT
network is you know, really great for certain use cases
like package tracking and and UH and water leak detection
and things like that.
Speaker 3 (10:05):
And we're seeing you know, really great.
Speaker 4 (10:08):
Usage there, but it is sort of a very it's
a small network from a from a revenue perspective, whereas
a lot of the revenue seems to be coming at
this point, is coming from the mobile moule, through through
the through the offload partnerships that we have, and so
you know, we are we're excited about the sort of
(10:29):
ubiquitousness of the IoT network and I think you know
it takes uh it's it was a brand new protocol
to a lot of these device manufacturers, although the LOREN
has been around for a little while.
Speaker 3 (10:39):
Yeah, so the sort of.
Speaker 4 (10:41):
Process of converting your hardware to supporting this kind of
network in your devices, you have to sort of go
through that full hardware cycle, and we're starting to see
that with with a few products, which is great. On
the other hand, on the mobile side, it's just a.
Speaker 3 (10:54):
Phone and everyone has a phone that happens on it.
Speaker 4 (10:58):
These technologies are are sort of they are already and
the demand is already there, and so that's kind of
I believe that's why we're seeing this this sort of
explosion of growth because the demand is there.
Speaker 2 (11:08):
Yeah, we should probably do an episode on on just
the mobile process. Because the e SIM technology that you
guys utilize is very one, I think, very advanced. I
love the family plan programs that you offer, so I
think that's one of the reasons, but it's still not
known to the average user because I often will tell
people have you ever tried you know, helium?
Speaker 1 (11:29):
And many people are just like, Hey, I don't know
about it. You know what's that? Is that a new
you know it? You know, so that needs to be done.
We got to fix that. What about coolest use case?
Speaker 2 (11:39):
When you look at all the use cases that are
being done, whether it's IoT or you know, some of
the new tools that you guys are building, is there
anything that's kind of surprising you that's kind of like
who yeah?
Speaker 4 (11:51):
On the IoT side, I think some of the environment
sensing use cases I think are the most interesting, everything
from you know, temperature tracking and you know tracking. I
think a really really cool use case that I saw
last year was there's a company that's tracking endangered lynxes
in the Iberian Peninsula and redirecting that data back to
(12:16):
ways and pushing alerts into ways as you're as you're driving,
so now you know if you're driving. A big issue
that they're having is or that you know, for this
particular population of animals is cars are just hitting them.
Speaker 3 (12:27):
You know, this is uh, this is in.
Speaker 4 (12:30):
The US, we have this problem with deer right, but
deer plentiful. They're literally everywhere. They do a lot of
damage to cars. On the other hand, in Spain, like
you have lynkses that you know, people just plow through unfortunately,
and and you know that's sort of affecting their their population, right.
But I thought that was really really cool and very
very practical use case.
Speaker 3 (12:51):
That's you know, you can't be mad at, to.
Speaker 4 (12:53):
Be honest, it's like a perfect it's like a perfect
kind of thing that's good use and and so that's
on the IoT side. On the mobile side, I think,
you know, enabling carrier offload for you know, AT and T,
the one of the largest carriers here in the US,
I think that is the use case right. Enabling the
same kind of thing in Mexico. As we continue to
(13:14):
expand there is the sort of next big use case
and and I'd love to see that in more countries.
Speaker 2 (13:20):
Well, listen, you guys had another big win here. You're
tech providing merching emergency sale service during Hurricane Lean. So
that was paired up with starlink. That's kind of seems
like a match made in heaven. I think there was
a couple of points on here. This was surprised me
that twenty percent of sales sites were affected because this
is happening all the time. And then you guys, I
(13:42):
think this happened you you even stated this within forty
eight hours, you guys had a prototype on how to
use this.
Speaker 1 (13:48):
So that's fast man. It helped.
Speaker 4 (13:52):
Yeah, it helps that this was effectively my my camping kit.
Speaker 3 (13:57):
This is actually my personal campaign.
Speaker 4 (13:59):
So essentially what I have is a Starlink Mini, a battery,
a solar cecle, and helium mobile hotspot.
Speaker 3 (14:08):
And it's it's not packaged, right, it's by year. It is. Uh,
it is me kind of jerry rigging stuff together.
Speaker 1 (14:16):
I'm going to try that. I'm going to try that.
I'm I'm a big Starlink user.
Speaker 3 (14:20):
Well as a well.
Speaker 4 (14:21):
It's cool about it is that everything fits in a
fast pack and so like it's really really portable for me,
and you know, very rarely do I ever take it out.
Speaker 3 (14:30):
It's usually just in the in the car. Yeah, because
like one of.
Speaker 4 (14:34):
The goals of camping is to not be connected. But
the fact that it's available that you can run back
to the car and you can set this up in minutes.
Speaker 3 (14:41):
Uh, I think it's pretty great and so uh so.
Speaker 4 (14:44):
Yeah, So we worked with with a nonprofit that was
able to get on the ground and actually deploy these things.
What they ended up doing, which I thought was really great,
was they took those four f one fifties that already
have you know, sort of an inverter a generator on them.
Speaker 1 (14:59):
Yeah, the our cyber truck same way.
Speaker 2 (15:01):
Yeah, because you could just plug right into it and
you've got a you know, big o' huge generator battery
pack for.
Speaker 3 (15:07):
Sure, exactly exactly.
Speaker 4 (15:09):
And so being able to do that very quickly, you know,
they were able to get into North Carolina very very
quickly and and and start to deploy coverage. The other
great thing about this, you know, this particular feature because
of that AT and T relationship that we have, Because
we have these relationships with other mb and o's, the
users on the ground don't need to sign.
Speaker 3 (15:29):
Up for Healium Mobile to use this thing. I think
that is really really crucial.
Speaker 4 (15:33):
It's not like a special protocol, it's not like another
kind of radio, it's not. It's just it's it's their
phone just authenticates automatically. And that is I think true,
like user experience unlock that that makes this a good product.
Speaker 2 (15:48):
No doubt, and why not make a product? Why not
make that a bundle, a product that you could sell.
I mean, I mean, I'm sure in every municipality out
there would probably want something like this.
Speaker 4 (15:58):
You know, we we actually so I spend some time
in d C to help on the sort of government
relations and lobbying sets. I'm I'm the technical, the guy
that shows up.
Speaker 3 (16:08):
For these things.
Speaker 4 (16:10):
And this is something that we've actually talked to the
the the FCC UH and sorry, the nt I A
about specifically. And so you know, this agency cares very
deeply in commerce in general, cares very deeply about providing
connectivity in these kinds of situations. And so we've had
this conversation like what does this package look like, what
(16:30):
you know that could be rapidly deployed and how can
we enable municipalities to do this in times of need?
And and so we're seeing some traction here. Obviously it's
not a it's not a core product for us, but
we'd love to make it like kind of less haphazard
as my my campaign.
Speaker 2 (16:47):
Well, but I will tell you if if you deploy
something like that, these are they're not designed for profit.
These are designed for just community, you know benefit And
I think when you do something like that, man, the
just the goodwill that that generates on the brand is
(17:07):
probably you could not track it in marketing out there,
So that would be huge because you get into cities
and areas where they've been hard hit. Believe me, you
probably will win tens of thousands of customers very quickly
after all those things are settled down just because of
what you did.
Speaker 1 (17:24):
So kudos to you. Guys.
Speaker 2 (17:25):
Hey, listen, I've got a clip here I want to
play for you. I'm gonna this is my campaign to
Helium that I've done before.
Speaker 1 (17:34):
I'm gonna play it for you and take a look.
Speaker 2 (17:35):
All right, earning cloud points versus earning H and T
being able to switch between the two, you need a button.
Speaker 1 (17:43):
We wanted it to be the PBN button where you
just say cloud points are H and T, cloud points
are agent T. Are you going to make that a toggle?
We don't know if that person likes crypto or understands crypto.
Speaker 3 (17:55):
Certainly, I think we got to consider the toggle button.
Speaker 2 (17:57):
We've got to make it available cloud to crypto, Cloud
to crypto. What about like v bucks swapping, you know,
swap it for a Starbucks.
Speaker 1 (18:04):
You know kind of thing right now.
Speaker 3 (18:06):
Old in the oldest things are in the pipeline that
you know, I could comment toggle comment toggle Now we're
going to drive.
Speaker 1 (18:13):
This because all right, that's my that was my sales pitch.
Speaker 2 (18:19):
That's my sales pitch to get to get H and
T or cloud points.
Speaker 1 (18:23):
I want my hn T, man, I want my H
and T.
Speaker 2 (18:26):
And then you guys go out and you rug pull
me and give points to Starbucks.
Speaker 4 (18:34):
Wow, I didn't realize I was going to get cornered.
Speaker 3 (18:37):
I love it.
Speaker 4 (18:38):
I'm a fan of the cornering. I mean, that's this
is cool. Like on the on the healing mobile side,
we found that the cloud points product actually, you know,
resonated more with the average consumer, although like you know,
you and I are are definitely more for sure the
a for sure, but I think I think that's that's
Ultimately it was the product decision.
Speaker 3 (18:57):
I'm not obviously not the best to speak to. Yeah, no,
I understand, get those folks on here.
Speaker 2 (19:02):
But Frank, I know you're watching right now. Frank is
watching right now. Toggle toggle button. We need we need
the toggle button.
Speaker 4 (19:11):
I have a question for you that we add the
toggle on the on the deployer side. Should a deployer
be able to choose cloud points instead of agency No,
I knew that was going to get you.
Speaker 3 (19:24):
I knew that was going to get you.
Speaker 1 (19:27):
I'm gonna say no, So anyway is what I use say.
Speaker 2 (19:31):
Anyway, Let's get into a couple other things. Uh, listen,
the Seeker is shipping. Now, that's the big Salona phone
out there, and of course we're probably going to see
some activations. Do you think you'll pick up activations here?
I mean, you get one hundred and fifty thousand phones
hitting the market pretty quick.
Speaker 1 (19:46):
There need phone.
Speaker 4 (19:46):
Numbers, absolutely, and we're working with UH. And this is
something the Healing Mobile folks are working on as well.
They're working with the Secret team. The Salon allows team
to actually enable anyone to be able to use Healing
Mobile natively.
Speaker 3 (20:03):
In the app.
Speaker 4 (20:06):
I'm not sure if this is super public yet, but
it's okay. But there will be a native Healing Mobile
app for the on the Saga Secret and so you'll
be able to, you know, just download the app and
activate your Healing Mobile subscription.
Speaker 1 (20:20):
I like it. That'll be fast.
Speaker 3 (20:22):
There's smeleful for you.
Speaker 1 (20:24):
They're okay, we like it. I'm waiting on the seekers.
Speaker 2 (20:26):
We're seeing them starting to trickle through on delivery right
now too.
Speaker 3 (20:30):
I haven't gotten mind yet.
Speaker 2 (20:32):
I'm definitely fomo for sure. Listen, there's a weather exem
I anticipate we're going to see a lot of DAPs
coming in on this. There's I mean, there's rumors now
that there's a lot of very cool tools that will.
Speaker 1 (20:43):
Come in on this.
Speaker 2 (20:44):
So I think the the interesting point I see more
people talking about is carrying second phones, family phones, you know,
just for the purpose of getting access to these DAPs.
Do you think that's going to be an ecosystem that
will start to grow? In other words, people designing to
have more than one phone.
Speaker 4 (21:02):
You know, the two phones are hard, right, Like if
I think about the way, like, and this is entirely selfish,
but like, you know, I've got two pockets. One pocket
that's my wallet. My other bucket usually has my phone.
So two phones might be hard for me to be
to be very sort of direct about it. But you know,
I think that having access to this this other phone,
(21:24):
the secret device. You know, I think Android has gotten
significantly better. I'm an iOS user, but over the years,
it's it's continues to get significantly better. I think more
kind of native experiences on Android will make the ecosystem better.
And having you know, the Healing mobile app being native
having whether it's I'm being native having I know geode
(21:47):
Net's also working on a on a on adapt for
for the seeker as well. Having all these things to
be kind of native to the device, Uh makes it
way more compelling to make it rather than a secondary
phone actually to be my daily driver.
Speaker 1 (22:00):
No doubt.
Speaker 2 (22:01):
Well, I think that's the key is is as we
see more dapts rolling out and the functionality, especially for
the cryptonative people that are out there right now listening
to our show, and I think for people that are
maybe wanting to get more cryptonative. The problem is is
the hurdles you have to go to get it into
the traditional systems is just really hard.
Speaker 1 (22:19):
So that's a big deal. Let's jump over to gaming.
Speaker 2 (22:22):
Just a quick note here, gaming hand helds, the potential
for them tech getting better and better. Now, the potential
that maybe gaming hand helds could utilize something like a
helium network to have full wireless gaming all the time.
Speaker 1 (22:39):
Do you think that could be a thing?
Speaker 4 (22:42):
You know, one of the things that we are working
with other projects, is how do you sort ofven bad
e sms or physical sims into the device so you know,
you don't have to think about connectivity for these devices
now many years ago when this is my datmil little bit,
but the Kindle came with something called whisper net and
(23:03):
you were always connected. You effectively had connectivity forever. And
you know those are those are really great devices because
you're sort of for the consumer perspective, I'm willing to
pay a little bit more money to make sure that
I have connectivity, you know, quote unquote forever. It's a
little harder for something that is a high bendwidth application
like that costs changes over time, but I think it's
(23:25):
still something that's doable at the very least, Like, you know,
let me pay for one year of service at a time,
because I know roughly know how much it's going to
be used.
Speaker 2 (23:36):
Are you seeing you know, because a lot of devices,
tablet devices, even laptops now coming with connectivity which is
built in the sims and or you know, a hardware sim.
Uh do you think that is a growing category? Do
you think the mobile category is just taking a lot
of that air out of the system right now.
Speaker 4 (23:54):
I mean, I think you'll always have this kind of
tense struggle between and we'll use Apple as an example.
Apple wants your iPhone to be your gaming device, right
they really do, you know, at least at least on
the go, But they'll always I don't think the games, like,
certainly the Triple A games won't be as good on
(24:15):
Apple as it will be on my switch to or
I have a switch one, but like it won't be
as good as on my switch, right, and so I
think that uh, you know, getting connectivity to the switch,
you know today Wi Fi connectivity on it. I'm not
sure about the switch too, I don't but I don't
think it has any cellular.
Speaker 3 (24:33):
Connectivity not think yeah, And I think.
Speaker 4 (24:36):
I think we'll see more dedicated you know, connect connectivity
options for these game devices. People are on the go,
and you know, I've heard the switch is way larger
than the than the first switch, so it'd be tough
to walk around with it. But but people want to
be able to access these things on the go.
Speaker 1 (24:54):
We're showing the playtron there on screen right now. This
is one of the sweet devices.
Speaker 2 (24:58):
But you know, you also have a pretty big ecosystem
around steam Deck two that does have that capability, which
is kind of an interesting component. Hey, there was one
tweet that you put out right there. I'd love to
have H and T in my four oh one K.
So there you go, Robinhood. If you're listening, Vlad, I.
Speaker 1 (25:17):
Know you are. You watch our show every day. Vlad
watches this show. I don't know if you knew that
he's you know, he d so Vlad, you're watching. We
need to get H and T on Robinhood.
Speaker 2 (25:28):
This is the deep in I think to put on Robinhood,
and then of course it makes its way into all
other things. You know, what what do you think of
a take to get Robin Hood listing?
Speaker 3 (25:38):
They can reach out more than that. It's so easy.
Speaker 1 (25:42):
There you go.
Speaker 3 (25:42):
I mean I already I already have H and T
in my IRA A.
Speaker 4 (25:46):
I use an IRA platform that lets me you know.
Speaker 1 (25:48):
There you go, And so we had.
Speaker 3 (25:52):
Why not? Why not for my four one K? Right?
Speaker 1 (25:55):
Yeah, there you go?
Speaker 3 (25:56):
For sure.
Speaker 4 (25:57):
The you know, our current administration is sort of pushing
the industry as a whole, like all industries, to support
crypto more. And you know, this week's EO I think
sort of directed the agency as the Department of Labor
specifically to start evaluating this. But I think, you know,
robinhood is one of the more innovative platforms, especially in
(26:18):
the on the stocks and on investment side.
Speaker 3 (26:21):
They're probably the.
Speaker 4 (26:22):
Best at doing this, and so they should. They should
launch a crypto four.
Speaker 3 (26:25):
One K for us.
Speaker 2 (26:27):
They got to do it, man, all right, Well, we're
going to get out there and push Robinhood to try
to do some of those things. We're still waiting for
them to open their banking account because that I think
is going to change the game, you know, for a
lot of people to really transition over to maybe something
that's a little bit more active, especially on the crypto side,
because they're very consistent over there in terms of growth.
Speaker 1 (26:46):
Listen to Bay.
Speaker 2 (26:47):
It was great having you on today. Thank you so
much for coming back in. We appreciate it.
Speaker 4 (26:51):
Thanks for having me again. That's always a pleasure to
talk to you.
Speaker 2 (26:54):
All right, we'll see you soon, are you guys? If
you're not part of the Diamond Circle, you should be.
It is our own private group you guys can join,
and the way you can do it is click the
link down below. It's absolutely free and the way it
works is we send out an email usually once a week,
and it's update on additional research and stuff that I do.
Even in some cases I'll do a brief in there.
Speaker 1 (27:14):
For our Diamond Circle members. So super easy.
Speaker 2 (27:18):
And of course follow me on X at Paul Baron.
We'll catch you next time right here on The Paul
Baron Show.
Welcome back into the show.
Speaker 2 (00:00):
Today we're going to be diving into Helium, give you
guys a project update and why this may be an
under valued token.
Speaker 1 (00:08):
Don't miss it. My name is Paul Baron. Welcome back in.
Speaker 2 (00:10):
Let's get in and start of course with our sponsor
today and that's I Trust Capital. This is where you
guys can go to set up your own CRYPTOIRA, and.
Speaker 1 (00:17):
It's very easy to do.
Speaker 2 (00:19):
One of the cool things about I Trust is you
can manage all of this yourself.
Speaker 1 (00:24):
You get to do it in your IRA.
Speaker 2 (00:26):
If you already have an IRA, you can actually transfer
one into I Trust.
Speaker 1 (00:29):
Is pretty simple to do.
Speaker 2 (00:31):
And of course you can get into all sorts of assets, Bitcoin, ethereum,
a lot of all coins including gold and silver, so
it's all available over there. All you have to do
is use our link and get a one hundred dollars
funding reward to get started. Always consult your tax advisor
and if it's a good position for you, but diversification
good things. Going forward, I want to bring in a
gentleman who's been with us before, and that is Abbe
(00:53):
Kumar who is now coming in as head of Protocol
at Helium. So congrats on the title change.
Speaker 3 (00:59):
Thanks thanks for having me again.
Speaker 2 (01:02):
So let's get into a few things. I want to
just showcase the potential of what we're seeing in terms
of activity. Helium continue to skyrocket here on Dooing Analytics
in terms of usage, which has been a good thing.
Speaker 1 (01:14):
This is another issue that we've talked about before.
Speaker 2 (01:17):
It's I would say Helium has become the deep in
to watch in general. And I think this is something
that a lot of people are kind of looking at today.
Why do you think we're seeing so much growth right now?
Are there any catalysts that you could give us?
Speaker 4 (01:33):
I mean, I think it's very simple. It's there are
folks in our community that are deploying hotspots, and those
hotspots are actually in useful locations, right.
Speaker 3 (01:42):
These are cell phones that.
Speaker 4 (01:44):
Are connecting to these hotspots they you know, because they
are effectively just many cell towers, right.
Speaker 3 (01:50):
And then we have this sort.
Speaker 4 (01:51):
Of sort of relationship with H and T and with
with other minos and mbnos where their subscribers are also
using these these hotspots. So I'll give you a really
practical example. If you're in New York and you come
out of the subway, there are these like silver terminals
that have like add roles running on them. They also
happen to be Helium hotspots and you're automatically connect to them.
(02:13):
And that's that's a great example of a of an
existing piece of infrastructure that's been converted to support Helium.
But then we also have folks that are going into
coffee shops, hair salons, uh, you know, all sorts of
sort of businesses that have a lot of people sitting
around and using them using bandwidth. And you know, folks,
(02:35):
you know, boots on the ground deployers are putting in
hotspots there and providing useful coverage for this network. And
even those you know, you don't necessarily have to be
a Helium a little subscriber to use these hotspots. If
you're as I mentioned, at and T subscriber, your phone
will just automatically connect and you have no idea that
you're using a crypto enabled network.
Speaker 2 (02:56):
Wow, that's crazy. Are you guys deploying in any airports yet?
Have you seen any airport airport deployment?
Speaker 4 (03:03):
You know, there was one a few months ago and
I'm forgetting where it was, But there's another one coming up,
and you should hear something new soon.
Speaker 2 (03:12):
It's okay largest, Oh that's good. Good, Well, I'm looking
at the mobile numbers. This is kind of how we
track Helium is obviously with AGENC and mobile now being
one token, which is I think another reason why we're
going to see more activity on it. But I mean,
the it's skyrocketing, so this is a big deal. I
think for sure, what would be the next big level
(03:35):
of achievement. I mean, you guys, what are you hovering
over three hundred to four hundred k? Now in terms
of total subscribers, let me kind of go to the
top right there. Yeah, I'm almost three sixty five. Where
do you think the top is, at least in the
near term.
Speaker 4 (03:50):
These Yeah, so these are subscribers who've signed up for
the Helium mobile service right to be explicit, and these
are of the on chain representations of the and these
are the NFTs that created when they sign up, and
so the different drivers of that graph, you know, Number one,
you know, we launched obviously, two, we created the free
(04:12):
plan and that sort of reorganized the way that we
sort of went to market and we sort of enabled
these three tiers of plans. And then you know, more recently,
we we've been doing a lot around supporting more groups
and more families. So we have the kids plan that
was launched, and then you know, really enabling more group
(04:33):
plan activity, you know, managing your group plans, having lots
of you know, maybe you have your yourself, your spouse
and your kids, and maybe you know other family members altogether.
And these are all different kinds of features that are
kind of expected by the mass market, our audience. Ultimately,
Healium Mobile is is a you know, consumer product. It
(04:54):
has you know, from the front end, no one really
knows that it has anything to do with crypto either.
It does need crypto. Obviously the business is enabled by crypto,
but for the average consumer, they're not really thinking about that.
And so every time we sort of produce a feature
or launch a network improvement that enables more average consumers
(05:14):
to use it, that number continues to go up.
Speaker 3 (05:15):
So, yeah, I'd like to see half million this year.
Speaker 4 (05:18):
That's absolutely one of our goals on just on the
Healium Mobile subscribers side.
Speaker 1 (05:24):
Let's talk about the having because that occurred August. First.
Speaker 2 (05:28):
A lot of things going on, a lot of changes
in how things are done, including network governance, all that
good stuff.
Speaker 1 (05:34):
What would be the.
Speaker 2 (05:34):
Top things if you're tracking helium and H and T
the token understanding that what are the key things that
you feel are important.
Speaker 4 (05:44):
Yeah, So the having was established of this having the
schedule is established back in twenty twenty. So this this
HIP twenty that was proposed and approved by the community.
It established the max supply. And the way that the
max supply happens is via the periodic happening every two years.
The amount of H and T that's emitted on a daily.
Speaker 3 (06:05):
Basis gets you know, halved.
Speaker 4 (06:07):
Yeah, the way to think about this, you know, start
So we just started year seven on August August first,
this year of the network, and so now we have
seven and a half million H and being admitted every year,
so you know, about twenty and a half k a day.
And so that's that's the sort of at the top level,
what has changed. And this is sort of established back
(06:28):
in twenty twenty, and we're effectively it's it's almost kind
of a non event from a protocol perspective because it
was already you know preset.
Speaker 2 (06:38):
Well, I think from the protocol, yes, but there are
effects on the people who are out there holding these
because they get you know.
Speaker 1 (06:45):
Less rewards.
Speaker 2 (06:46):
Does this also affect mobile rewards as well.
Speaker 4 (06:51):
Yeah, So the other thing that matters to you know,
as you mentioned, the thing that matters to hotspot owners
is that, you know, folks who are deploying coverage have
less of a total agency pigh to to get around
a daily basis. The one thing that's important is data
transfer is still really really on the amount of data, right,
(07:13):
So if you were transferring you know, let's say five
gigabytes of data per day and that was paid, you know,
five gigabytes paid, you're still getting paid for five.
Speaker 3 (07:22):
Bigabytes of data. That's okay, sorry, fifty cents a gigabyte.
Speaker 4 (07:26):
And so that that part doesn't change. The parts that
do change, however, are things like proof of coverage. This
is the boothstrut, right, And so for some folks that
are in deployed locations that don't have a lot of
data transfer, the rewards did change, right, And so that's
absolutely important to not.
Speaker 2 (07:42):
There well, And I think this is what's good I
think in general because it just creates more value in
the network itself. I want to jump over to Helium plus.
What is this What are you guys trying to do
on Helium Plus.
Speaker 4 (08:00):
So Helium Plus is sort of a formalization of the
sort of bring your own device kind of expansion for
for for Helium. So you know, there are a lot
of folks that you know, want to be able to
install Healium hotspots. You know, they'll go and buy the
hardware and do that, right, But there are even more
folks that already have deployed hardware. Right, And so you
(08:23):
mentioned airports earlier. The airports already have some kind of
Wi Fi hardware in there. What if with just a
software change, you can enable Helium you know, same as
Lincoln y C in New York. They just did a
software change to enable Helium on every one of those terminals.
And so that's that is what Helium plus is. It's
sort of a formalization of bring your own device. So
(08:44):
if you have a Ubiquity router or a you know,
Cisco router or any of these sort of either like
an enterprise grade Wi Fi hardware, you can enable Helium
Plus with a software change and often know not even
you don't even need to go on site for these things.
Speaker 3 (09:02):
These are often cloud managed.
Speaker 4 (09:04):
So like in my house, I have Ubiquity from my
from my WiFi ips and I can do that you
know from my from my Ubiquity UI.
Speaker 2 (09:14):
Which is uh, okay, well that's a that's a nice feature.
And I think, you know, I think a lot of
people don't really completely understand the whole ecosystem because you've
got mobile, then you have the IoT side of it.
This is just a good example on overall world dot Helium.
Speaker 1 (09:30):
Uh the kind of tracks.
Speaker 2 (09:31):
But the key here is you're looking at a lot
of carrier offload in terms of growth here. How does
that affect the IoT side of things? When you look
at the growth we've seen in the mobile side, does
it open up to where people are maybe more aware
of what's going on on the IoT side.
Speaker 4 (09:49):
What we've noticed is, you know, in general, people are
more aware of Helium as a network and sort of
explore and understand there's two sides of network. The IoT
network is you know, really great for certain use cases
like package tracking and and UH and water leak detection
and things like that.
Speaker 3 (10:05):
And we're seeing you know, really great.
Speaker 4 (10:08):
Usage there, but it is sort of a very it's
a small network from a from a revenue perspective, whereas
a lot of the revenue seems to be coming at
this point, is coming from the mobile moule, through through
the through the offload partnerships that we have, and so
you know, we are we're excited about the sort of
(10:29):
ubiquitousness of the IoT network and I think you know
it takes uh it's it was a brand new protocol
to a lot of these device manufacturers, although the LOREN
has been around for a little while.
Speaker 3 (10:39):
Yeah, so the sort of.
Speaker 4 (10:41):
Process of converting your hardware to supporting this kind of
network in your devices, you have to sort of go
through that full hardware cycle, and we're starting to see
that with with a few products, which is great. On
the other hand, on the mobile side, it's just a.
Speaker 3 (10:54):
Phone and everyone has a phone that happens on it.
Speaker 4 (10:58):
These technologies are are sort of they are already and
the demand is already there, and so that's kind of
I believe that's why we're seeing this this sort of
explosion of growth because the demand is there.
Speaker 2 (11:08):
Yeah, we should probably do an episode on on just
the mobile process. Because the e SIM technology that you
guys utilize is very one, I think, very advanced. I
love the family plan programs that you offer, so I
think that's one of the reasons, but it's still not
known to the average user because I often will tell
people have you ever tried you know, helium?
Speaker 1 (11:29):
And many people are just like, Hey, I don't know
about it. You know what's that? Is that a new
you know it? You know, so that needs to be done.
We got to fix that. What about coolest use case?
Speaker 2 (11:39):
When you look at all the use cases that are
being done, whether it's IoT or you know, some of
the new tools that you guys are building, is there
anything that's kind of surprising you that's kind of like
who yeah?
Speaker 4 (11:51):
On the IoT side, I think some of the environment
sensing use cases I think are the most interesting, everything
from you know, temperature tracking and you know tracking. I
think a really really cool use case that I saw
last year was there's a company that's tracking endangered lynxes
in the Iberian Peninsula and redirecting that data back to
(12:16):
ways and pushing alerts into ways as you're as you're driving,
so now you know if you're driving. A big issue
that they're having is or that you know, for this
particular population of animals is cars are just hitting them.
Speaker 3 (12:27):
You know, this is uh, this is in.
Speaker 4 (12:30):
The US, we have this problem with deer right, but
deer plentiful. They're literally everywhere. They do a lot of
damage to cars. On the other hand, in Spain, like
you have lynkses that you know, people just plow through unfortunately,
and and you know that's sort of affecting their their population, right.
But I thought that was really really cool and very
very practical use case.
Speaker 3 (12:51):
That's you know, you can't be mad at, to.
Speaker 4 (12:53):
Be honest, it's like a perfect it's like a perfect
kind of thing that's good use and and so that's
on the IoT side. On the mobile side, I think,
you know, enabling carrier offload for you know, AT and T,
the one of the largest carriers here in the US,
I think that is the use case right. Enabling the
same kind of thing in Mexico. As we continue to
(13:14):
expand there is the sort of next big use case
and and I'd love to see that in more countries.
Speaker 2 (13:20):
Well, listen, you guys had another big win here. You're
tech providing merching emergency sale service during Hurricane Lean. So
that was paired up with starlink. That's kind of seems
like a match made in heaven. I think there was
a couple of points on here. This was surprised me
that twenty percent of sales sites were affected because this
is happening all the time. And then you guys, I
(13:42):
think this happened you you even stated this within forty
eight hours, you guys had a prototype on how to
use this.
Speaker 1 (13:48):
So that's fast man. It helped.
Speaker 4 (13:52):
Yeah, it helps that this was effectively my my camping kit.
Speaker 3 (13:57):
This is actually my personal campaign.
Speaker 4 (13:59):
So essentially what I have is a Starlink Mini, a battery,
a solar cecle, and helium mobile hotspot.
Speaker 3 (14:08):
And it's it's not packaged, right, it's by year. It is. Uh,
it is me kind of jerry rigging stuff together.
Speaker 1 (14:16):
I'm going to try that. I'm going to try that.
I'm I'm a big Starlink user.
Speaker 3 (14:20):
Well as a well.
Speaker 4 (14:21):
It's cool about it is that everything fits in a
fast pack and so like it's really really portable for me,
and you know, very rarely do I ever take it out.
Speaker 3 (14:30):
It's usually just in the in the car. Yeah, because
like one of.
Speaker 4 (14:34):
The goals of camping is to not be connected. But
the fact that it's available that you can run back
to the car and you can set this up in minutes.
Speaker 3 (14:41):
Uh, I think it's pretty great and so uh so.
Speaker 4 (14:44):
Yeah, So we worked with with a nonprofit that was
able to get on the ground and actually deploy these things.
What they ended up doing, which I thought was really great,
was they took those four f one fifties that already
have you know, sort of an inverter a generator on them.
Speaker 1 (14:59):
Yeah, the our cyber truck same way.
Speaker 2 (15:01):
Yeah, because you could just plug right into it and
you've got a you know, big o' huge generator battery
pack for.
Speaker 3 (15:07):
Sure, exactly exactly.
Speaker 4 (15:09):
And so being able to do that very quickly, you know,
they were able to get into North Carolina very very
quickly and and and start to deploy coverage. The other
great thing about this, you know, this particular feature because
of that AT and T relationship that we have, Because
we have these relationships with other mb and o's, the
users on the ground don't need to sign.
Speaker 3 (15:29):
Up for Healium Mobile to use this thing. I think
that is really really crucial.
Speaker 4 (15:33):
It's not like a special protocol, it's not like another
kind of radio, it's not. It's just it's it's their
phone just authenticates automatically. And that is I think true,
like user experience unlock that that makes this a good product.
Speaker 2 (15:48):
No doubt, and why not make a product? Why not
make that a bundle, a product that you could sell.
I mean, I mean, I'm sure in every municipality out
there would probably want something like this.
Speaker 4 (15:58):
You know, we we actually so I spend some time
in d C to help on the sort of government
relations and lobbying sets. I'm I'm the technical, the guy
that shows up.
Speaker 3 (16:08):
For these things.
Speaker 4 (16:10):
And this is something that we've actually talked to the
the the FCC UH and sorry, the nt I A
about specifically. And so you know, this agency cares very
deeply in commerce in general, cares very deeply about providing
connectivity in these kinds of situations. And so we've had
this conversation like what does this package look like, what
(16:30):
you know that could be rapidly deployed and how can
we enable municipalities to do this in times of need?
And and so we're seeing some traction here. Obviously it's
not a it's not a core product for us, but
we'd love to make it like kind of less haphazard
as my my campaign.
Speaker 2 (16:47):
Well, but I will tell you if if you deploy
something like that, these are they're not designed for profit.
These are designed for just community, you know benefit And
I think when you do something like that, man, the
just the goodwill that that generates on the brand is
(17:07):
probably you could not track it in marketing out there,
So that would be huge because you get into cities
and areas where they've been hard hit. Believe me, you
probably will win tens of thousands of customers very quickly
after all those things are settled down just because of
what you did.
Speaker 1 (17:24):
So kudos to you. Guys.
Speaker 2 (17:25):
Hey, listen, I've got a clip here I want to
play for you. I'm gonna this is my campaign to
Helium that I've done before.
Speaker 1 (17:34):
I'm gonna play it for you and take a look.
Speaker 2 (17:35):
All right, earning cloud points versus earning H and T
being able to switch between the two, you need a button.
Speaker 1 (17:43):
We wanted it to be the PBN button where you
just say cloud points are H and T, cloud points
are agent T. Are you going to make that a toggle?
We don't know if that person likes crypto or understands crypto.
Speaker 3 (17:55):
Certainly, I think we got to consider the toggle button.
Speaker 2 (17:57):
We've got to make it available cloud to crypto, Cloud
to crypto. What about like v bucks swapping, you know,
swap it for a Starbucks.
Speaker 1 (18:04):
You know kind of thing right now.
Speaker 3 (18:06):
Old in the oldest things are in the pipeline that
you know, I could comment toggle comment toggle Now we're
going to drive.
Speaker 1 (18:13):
This because all right, that's my that was my sales pitch.
Speaker 2 (18:19):
That's my sales pitch to get to get H and
T or cloud points.
Speaker 1 (18:23):
I want my hn T, man, I want my H
and T.
Speaker 2 (18:26):
And then you guys go out and you rug pull
me and give points to Starbucks.
Speaker 4 (18:34):
Wow, I didn't realize I was going to get cornered.
Speaker 3 (18:37):
I love it.
Speaker 4 (18:38):
I'm a fan of the cornering. I mean, that's this
is cool. Like on the on the healing mobile side,
we found that the cloud points product actually, you know,
resonated more with the average consumer, although like you know,
you and I are are definitely more for sure the
a for sure, but I think I think that's that's
Ultimately it was the product decision.
Speaker 3 (18:57):
I'm not obviously not the best to speak to. Yeah, no,
I understand, get those folks on here.
Speaker 2 (19:02):
But Frank, I know you're watching right now. Frank is
watching right now. Toggle toggle button. We need we need
the toggle button.
Speaker 4 (19:11):
I have a question for you that we add the
toggle on the on the deployer side. Should a deployer
be able to choose cloud points instead of agency No,
I knew that was going to get you.
Speaker 3 (19:24):
I knew that was going to get you.
Speaker 1 (19:27):
I'm gonna say no, So anyway is what I use say.
Speaker 2 (19:31):
Anyway, Let's get into a couple other things. Uh, listen,
the Seeker is shipping. Now, that's the big Salona phone
out there, and of course we're probably going to see
some activations. Do you think you'll pick up activations here?
I mean, you get one hundred and fifty thousand phones
hitting the market pretty quick.
Speaker 1 (19:46):
There need phone.
Speaker 4 (19:46):
Numbers, absolutely, and we're working with UH. And this is
something the Healing Mobile folks are working on as well.
They're working with the Secret team. The Salon allows team
to actually enable anyone to be able to use Healing
Mobile natively.
Speaker 3 (20:03):
In the app.
Speaker 4 (20:06):
I'm not sure if this is super public yet, but
it's okay. But there will be a native Healing Mobile
app for the on the Saga Secret and so you'll
be able to, you know, just download the app and
activate your Healing Mobile subscription.
Speaker 1 (20:20):
I like it. That'll be fast.
Speaker 3 (20:22):
There's smeleful for you.
Speaker 1 (20:24):
They're okay, we like it. I'm waiting on the seekers.
Speaker 2 (20:26):
We're seeing them starting to trickle through on delivery right
now too.
Speaker 3 (20:30):
I haven't gotten mind yet.
Speaker 2 (20:32):
I'm definitely fomo for sure. Listen, there's a weather exem
I anticipate we're going to see a lot of DAPs
coming in on this. There's I mean, there's rumors now
that there's a lot of very cool tools that will.
Speaker 1 (20:43):
Come in on this.
Speaker 2 (20:44):
So I think the the interesting point I see more
people talking about is carrying second phones, family phones, you know,
just for the purpose of getting access to these DAPs.
Do you think that's going to be an ecosystem that
will start to grow? In other words, people designing to
have more than one phone.
Speaker 4 (21:02):
You know, the two phones are hard, right, Like if
I think about the way, like, and this is entirely selfish,
but like, you know, I've got two pockets. One pocket
that's my wallet. My other bucket usually has my phone.
So two phones might be hard for me to be
to be very sort of direct about it. But you know,
I think that having access to this this other phone,
(21:24):
the secret device. You know, I think Android has gotten
significantly better. I'm an iOS user, but over the years,
it's it's continues to get significantly better. I think more
kind of native experiences on Android will make the ecosystem better.
And having you know, the Healing mobile app being native
having whether it's I'm being native having I know geode
(21:47):
Net's also working on a on a on adapt for
for the seeker as well. Having all these things to
be kind of native to the device, Uh makes it
way more compelling to make it rather than a secondary
phone actually to be my daily driver.
Speaker 1 (22:00):
No doubt.
Speaker 2 (22:01):
Well, I think that's the key is is as we
see more dapts rolling out and the functionality, especially for
the cryptonative people that are out there right now listening
to our show, and I think for people that are
maybe wanting to get more cryptonative. The problem is is
the hurdles you have to go to get it into
the traditional systems is just really hard.
Speaker 1 (22:19):
So that's a big deal. Let's jump over to gaming.
Speaker 2 (22:22):
Just a quick note here, gaming hand helds, the potential
for them tech getting better and better. Now, the potential
that maybe gaming hand helds could utilize something like a
helium network to have full wireless gaming all the time.
Speaker 1 (22:39):
Do you think that could be a thing?
Speaker 4 (22:42):
You know, one of the things that we are working
with other projects, is how do you sort ofven bad
e sms or physical sims into the device so you know,
you don't have to think about connectivity for these devices
now many years ago when this is my datmil little bit,
but the Kindle came with something called whisper net and
(23:03):
you were always connected. You effectively had connectivity forever. And
you know those are those are really great devices because
you're sort of for the consumer perspective, I'm willing to
pay a little bit more money to make sure that
I have connectivity, you know, quote unquote forever. It's a
little harder for something that is a high bendwidth application
like that costs changes over time, but I think it's
(23:25):
still something that's doable at the very least, Like, you know,
let me pay for one year of service at a time,
because I know roughly know how much it's going to
be used.
Speaker 2 (23:36):
Are you seeing you know, because a lot of devices,
tablet devices, even laptops now coming with connectivity which is
built in the sims and or you know, a hardware sim.
Uh do you think that is a growing category? Do
you think the mobile category is just taking a lot
of that air out of the system right now.
Speaker 4 (23:54):
I mean, I think you'll always have this kind of
tense struggle between and we'll use Apple as an example.
Apple wants your iPhone to be your gaming device, right
they really do, you know, at least at least on
the go, But they'll always I don't think the games, like,
certainly the Triple A games won't be as good on
(24:15):
Apple as it will be on my switch to or
I have a switch one, but like it won't be
as good as on my switch, right, and so I
think that uh, you know, getting connectivity to the switch,
you know today Wi Fi connectivity on it. I'm not
sure about the switch too, I don't but I don't
think it has any cellular.
Speaker 3 (24:33):
Connectivity not think yeah, And I think.
Speaker 4 (24:36):
I think we'll see more dedicated you know, connect connectivity
options for these game devices. People are on the go,
and you know, I've heard the switch is way larger
than the than the first switch, so it'd be tough
to walk around with it. But but people want to
be able to access these things on the go.
Speaker 1 (24:54):
We're showing the playtron there on screen right now. This
is one of the sweet devices.
Speaker 2 (24:58):
But you know, you also have a pretty big ecosystem
around steam Deck two that does have that capability, which
is kind of an interesting component. Hey, there was one
tweet that you put out right there. I'd love to
have H and T in my four oh one K.
So there you go, Robinhood. If you're listening, Vlad, I.
Speaker 1 (25:17):
Know you are. You watch our show every day. Vlad
watches this show. I don't know if you knew that
he's you know, he d so Vlad, you're watching. We
need to get H and T on Robinhood.
Speaker 2 (25:28):
This is the deep in I think to put on Robinhood,
and then of course it makes its way into all
other things. You know, what what do you think of
a take to get Robin Hood listing?
Speaker 3 (25:38):
They can reach out more than that. It's so easy.
Speaker 1 (25:42):
There you go.
Speaker 3 (25:42):
I mean I already I already have H and T
in my IRA A.
Speaker 4 (25:46):
I use an IRA platform that lets me you know.
Speaker 1 (25:48):
There you go, And so we had.
Speaker 3 (25:52):
Why not? Why not for my four one K? Right?
Speaker 1 (25:55):
Yeah, there you go?
Speaker 3 (25:56):
For sure.
Speaker 4 (25:57):
The you know, our current administration is sort of pushing
the industry as a whole, like all industries, to support
crypto more. And you know, this week's EO I think
sort of directed the agency as the Department of Labor
specifically to start evaluating this. But I think, you know,
robinhood is one of the more innovative platforms, especially in
(26:18):
the on the stocks and on investment side.
Speaker 3 (26:21):
They're probably the.
Speaker 4 (26:22):
Best at doing this, and so they should. They should
launch a crypto four.
Speaker 3 (26:25):
One K for us.
Speaker 2 (26:27):
They got to do it, man, all right, Well, we're
going to get out there and push Robinhood to try
to do some of those things. We're still waiting for
them to open their banking account because that I think
is going to change the game, you know, for a
lot of people to really transition over to maybe something
that's a little bit more active, especially on the crypto side,
because they're very consistent over there in terms of growth.
Speaker 1 (26:46):
Listen to Bay.
Speaker 2 (26:47):
It was great having you on today. Thank you so
much for coming back in. We appreciate it.
Speaker 4 (26:51):
Thanks for having me again. That's always a pleasure to
talk to you.
Speaker 2 (26:54):
All right, we'll see you soon, are you guys? If
you're not part of the Diamond Circle, you should be.
It is our own private group you guys can join,
and the way you can do it is click the
link down below. It's absolutely free and the way it
works is we send out an email usually once a week,
and it's update on additional research and stuff that I do.
Even in some cases I'll do a brief in there.
Speaker 1 (27:14):
For our Diamond Circle members. So super easy.
Speaker 2 (27:18):
And of course follow me on X at Paul Baron.
We'll catch you next time right here on The Paul
Baron Show.
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