📢 | IMPORTANT ANNOUNCEMENT – EXEOS IS EVOLVING | ⚡ Hey @everyone 👋 Exeos is entering its next chapter. 🚀 We’re excited to share that we’re evolving into a fully decentralized protocol designed to better serve our mission and empower our community long-term.

An irreverent cohort of new DePIN entrepreneurs are ruffling feathers with a bold strategy: build revenue-generating businesses before launching tokens. While many will take to the streets to protest this vile repudiation of the status quo, just stick with me. Whereas DePIN 1.0 was defined primarily by token emissions, DePIN 2.0 will be defined by a return to real business fundamentals: product-market fit, unit economics, CAC, revenue, cash flows. That “DePIN tokens are down” is actually not a valid incrimination of anything. Alts are down and DePIN has lost the sexy bid. But this was always destined to happen. DePIN is actually the least sexy, and in the long run will be the most fundamentally priced sector. The most successful DePIN projects will feel unsexy because they’ll operate like infrastructure. They’ll deliver fundamental resources with the reliability of a utility. But, in time, some DePIN tokens will rise from the ashes. And those tokens belong to the platforms that are good businesses today and will become great businesses due to their surgical deployment of a token and even more surgical accrual of value to that token. I think DePIN 2.0 - The Business Generation - broadly looks like this: 1. Teams first figure out what works, and what doesn’t work before releasing the beast 2. They always generate substantial revenue before releasing the token 3. Rather than “order hardware and deploy anywhere”, incentivized build-out is a) phased b) tightly mapped against revenue scaling units (typically by geography) 4. The token’s purpose is simple and easy to understand for deployers, investors, and speculators 5. Token sinks are more abundant than token faucets 6. The primary token sink is revenue accrual 7. Emissions schedules are adaptive, not fixed from t=0 8. Apps are built without tokens, infrastructure to support the app is built with tokens Decentralization enables key properties that truly global systems require: censorship resistance, capital formation, and the ability to permisionlessly build applications on top. We’ve spent too much time navel gazing about complex token incentives models and pursuing “decentralization” as if it’s some holy principle. Nobody cares about decentralization in and of itself. What we need to care about is building generational companies, that grow every year, and generate a lot of cash.

🚀 The Age of AI is here, and Exeos is right on time. DePIN keeps AI infrastructure open and inclusive—rewarding global hardware contributors and empowering developers everywhere. Join us in shaping a democratic AI future. 🌐🤖

🚧 Heads-up: We’re upgrading infrastructure & integrating the mobile app. Services will be down briefly. Thanks for your patience—faster, more reliable, cross-device goodness is on the way! 🙏🔧

Exeos’ new website is live. Explore our infrastructure-app platform as we evolve into the AI-ready layer of DePIN. Product updates soon. 🔗exeos.network/

Who will control AI in the future — big, centralized companies, or communities of users? Blockchains can counterbalance many of the centralizing forces we’re already seeing in AI. Together these trends enable useful applications. Here are 11 crypto x AI use cases, from decentralized physical infrastructure to IP registries for creators. → a16zcrypto.com/posts/article…

🚀 DePIN is how we untether telecom, energy & mobility from 20th-century monopolies. Dive into this talk on verifiable physical infra and see how Exeos adds zk-proof fuel to keep providers honest. 📽️👇 #DePIN #Web3 #Exeos youtube.com/watch?v=rUYgce4R…

High valuations in digital assets? Where to look for value? Turns out the only sector in digital assets where 𝐏𝐫𝐢𝐜𝐞-𝐭𝐨-𝐒𝐚𝐥𝐞𝐬 (𝐏/𝐒) 𝐫𝐚𝐭𝐢𝐨𝐬 𝐡𝐚𝐯𝐞 𝐛𝐞𝐜𝐨𝐦𝐞 𝐦𝐨𝐫𝐞 𝐚𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 lately is Decentralized Physical Infrastructure Networks (DePINs). Why this trend? DePINs have experienced a combination of 𝐝𝐞𝐜𝐥𝐢𝐧𝐢𝐧𝐠 𝐟𝐮𝐥𝐥𝐲 𝐝𝐢𝐥𝐮𝐭𝐞𝐝 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧𝐬 (𝐅𝐃𝐕𝐬) 𝐚𝐥𝐨𝐧𝐠𝐬𝐢𝐝𝐞 𝐬𝐭𝐞𝐚𝐝𝐲 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐠𝐫𝐨𝐰𝐭𝐡, resulting in a compression of P/S ratios over the past years. Where is the contrast? This trend is in contrast to other major crypto sectors like base infrastructure (L1, L2s, and L3s) and decentralized finance (DeFi): - 𝐇𝐢𝐠𝐡𝐞𝐫 𝐏/𝐒 𝐫𝐚𝐭𝐢𝐨𝐬: 𝐛𝐚𝐬𝐞 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 (L1, L2s, and L3s) - 𝐋𝐨𝐰𝐞𝐫 𝐏/𝐒 𝐫𝐚𝐭𝐢𝐨𝐬: 𝐃𝐞𝐅𝐢, including perpetual protocols, decentralized exchanges (DEXs), lending platforms, and agent-based and liquid staking protocols. Based on transaction fee revenues, 𝐏/𝐒 𝐫𝐚𝐭𝐢𝐨𝐬 𝐟𝐨𝐫 𝐛𝐚𝐬𝐞 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐧𝐞𝐭𝐰𝐨𝐫𝐤𝐬 (𝐋𝟏, 𝐋𝟐, 𝐚𝐧𝐝 𝐋𝟑), 𝐃𝐄𝐗𝐬 𝐚𝐧𝐝 𝐥𝐞𝐧𝐝𝐢𝐧𝐠 𝐩𝐫𝐨𝐭𝐨𝐜𝐨𝐥𝐬 𝐡𝐚𝐯𝐞 𝐡𝐞𝐥𝐝 𝐬𝐭𝐞𝐚𝐝𝐲, reflecting the relative re-rating of DePINs within the broader market. Read my full analysis w/ @KoschigRobert of @1kxnetwork and @dylangbane of @MessariCrypto 👇 messari.io/report/depin-toke…

👀

Phase 2 of our Android APK testing is now live—exclusively for our Discord community. If you’re ready to help shape the next release, join the server, download the build and share your insights. Your feedback drives us forward. 👾🔗 #BetaTesting#DePIN