Proof of Coverage

About Proof of Coverage

Home of the best crypto conversations Hosted by Connor Lovely and EV3 Ventures | Built by Proof of Coverage

Publisher

Proof of Coverage

Category

technology

Language

en

Explicit

No

First episode

16 Sept 2022

Latest episode

10 Aug 2026

Latest episodes

132 episodes in the feed.

1. 

   10 Aug 2026

   Crypto Is the Most Underpriced Opportunity in Tech | Shayon Sengupta, Multicoin Capital

   Multicoin Capital's Shayon Sengupta on why crypto is the most underpriced opportunity in tech, the firm's $319 HYPE base case, Solana vs Hyperliquid, and whether DePIN is dead. In one of his first interviews since being promoted to General Partner & Co-Head of Venture, Shayon joins Connor in New York to explain why Multicoin recommitted to crypto while peer funds expand into AI and robotics. They cover the two forces he believes the market is mispricing (infrastructure maturity and regulatory clarity), the everything exchange thesis behind Hyperliquid, why dual token-equity structures fail, the coming financialization of compute, and a candid Helium post-mortem. On DePIN: "You can call me delusional if you want. We are even stronger believers right now." Timestamps: 00:00 - Cold Open00:42 - The Pod Returns with a Bang01:38 - What Changed Since the March Promotion03:25 - Inside Multicoin: Tushar, Spencer, Hedge Fund vs Venture06:08 - Favorite Memory: Breakpoint 2021, SOL at $25009:17 - Lessons from Three Cycles13:38 - AI in 2026 Is Crypto in 202114:19 - Why Multicoin Recommitted to Crypto18:35 - The Regulatory Unlock the Market Is Mispricing21:47 - Is Decentralization Still a Core Tenet?24:49 - Token Holder Rights and the Revenue Meta28:16 - The HYPE Thesis: $319 Base Case, the Everything Exchange30:53 - Are 99% Buybacks the New Standard?33:10 - Why Dual Token-Equity Structures Go to Zero37:33 - Solana vs Hyperliquid: Spot vs Perps42:10 - Request for Startups: Financializing Compute46:30 - Shayon Flips the Mic: Is AI Topping?48:53 - The Four-Year Cycle and Where the Bottom Is51:46 - Where the Next Bull Market Flows Go53:08 - Is DePIN Dead?56:40 - The Helium Post-Mortem59:14 - GEODNET, Grass, and DePIN's Next Five Years01:01:45 - Bear Market Wisdom: "Founders Remember" Follow Shayon: https://x.com/shayonsengupta (https://x.com/shayonsengupta)Follow Multicoin Capital: https://x.com/multicoin (https://x.com/multicoin)Follow Connor: https://x.com/richhomiecon (https://x.com/richhomiecon)Follow Proof of Coverage: https://x.com/Proof_Coverage (https://x.com/Proof_Coverage) Proof of Coverage is tech's creative agency. We make launch videos, brand films, founder stories, and event recaps for teams like Kalshi, MoonPay, and Solana. Work with us: https://proofofcoverage.xyz (https://proofofcoverage.xyz) Although our guest is a General Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin's investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. The hosts and guest, and the firms they represent, may hold positions in the companies and tokens mentioned in this episode and stand to gain in the event that the price of the tokens increase.  Multicoin's HYPE valuation report discussed in this podcast can be found as a link in the show notes.  The report includes important disclosures concerning the data and assumptions by Multicoin discussed today. Multicoin's Hype Analysis and Valuation report can be found HERE (https://multicoin.capital/2026/06/25/hyperliquid-hype-analysis-and-valuation/). The report includes important disclosures concerning the data and assumptions by Multicoin discussed today. Multicoin and the host may have interests in companies and tokens mentioned during the episode.

2. 

   2 Mar 2026

   This NASDAQ Company Pays You 3.5% to Hold Gold | Henry McPhie

   Follow Proof of Coverage Media: https://x.com/Proof_Coverage Follow 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 Overview 03:07 - How Gold Yield Works 04:43 - Risk and Insurance Layers 06:13 - Chains and Early Demand 07:33 - Bitcoin Vs Gold 09:16 - Henry's Origin Story 11:49 - Why Go Public 13:38 - Team and Advisors 16:50 - Treasury and Seeding Liquidity 18:43 - Revenue Model Breakdown 22:42 - GLDY Versus Other Gold Tokens 27:58 - Retail and Institutional Access 30:04 - Where to Learn More Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

3. 

   3 Feb 2026

   From Crypto Legal Advocate to US Senate Candidate | John Deaton

   Follow Proof of Coverage Media: https://x.com/Proof_Coverage In 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 - Introduction 03:12 - John Deaton's Senate Campaign 10:55 - Healthcare and Economic Challenges 13:49 - John's Crypto Journey 17:39 - The Ripple Lawsuit and XRP 25:17 - Future of Crypto Regulation 27:39 - Conclusion Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

Who has been a guest on Proof of Coverage

Names identified in recent episode analyses. Showing up to five guests.

• Parker White
• Akshay Poshatwar
• Nishikant Bahalkar
• Harry Dewhirst
• Ariel Seidman

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

34,029

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

10 ratings

Spotify

5.0 / 5

21 ratings

Podcast Authority Score: 78 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

94

Social presence

0

YouTube

76

Engagement

77

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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