Alpha research - I'm deep in DePin - $SOL $XNET - I might not always be right but I'm never wrong

Joined September 2013
2,053 Photos and videos
Car alarms are going off all over NY right now!
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This is what happens when Jordan is not around
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I have never been alive when NY was the champions in basketball. That has just changed
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The Merstradamous ๐Ÿ‡ฆ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ฒ retweeted
Some thoughts on @helium and solana:hntyVP6YFm1Hg25TN9WGLqM12b8TQmcknKrdu1oxWux 1) Network wide revenue is up roughly 4x y/y from $13k / day to $50k / day. The asset is currently trading at an 8x PE 2) Based on the current buy and burn, more than 10% of the float is being systematically purchased from the open market per year. About 90% of the FDV is already floating, and inflation is low single digits per year. 3) The network offload business - selling capacity to Tmobile, Verizon, Att, and international carriers such as Telefonica. Obviously, this business will continue to grow nicely both with general internet growth, and by signing more carriers 4) Selling the consumer facing business - Helium Mobile - to Andrew Yang's new mobile business, Noble Moble, that will further accelerate growth of Helium/Noble. The biggest challenge that Helium Mobile faced was CAC. Andrew Yang is a repeat successful entreprenuer, has raised a ton of money for Noble, and has a fresh mandate to invest in growth with a balance sheet. Also, he's super famous and loved and has a big platform I bought some more HNT yesterday.
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The Merstradamous ๐Ÿ‡ฆ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ฒ retweeted
huge updates in the helium eco, huge thanks to @amirhaleem @abhay for pioneering one of the most intellectually promising verticals that exist in crypto (depin) congrats to @didiomario for stepping up as ceo (super bullish on this btw following the sale of @helium_mobile to @AndrewYang MVNO business. sets up the network to focus in on scaling carrier offload in the US and internationally (north star of dewi). mario comes from the tradwi world with deep knowledge/exp on carrier integrations. some big updates re HIP 149: - proof of coverage retired entirely (bullish) -mint of 141M $HNT over 3 years to fund scaling carrier offload and overall growth carrier intelligence emerges as a new avenue (legacy tools are actively being reshaped by dewi) will be interesting to see these developments getting added as new revenue streams poi data from access points *could* be huge for ai labs (not much disclosure here- personal speculation) -deployers get a USD denominated $/gb floor (50% of carrier rate), topped up by minting HNT when it binds (bullish on this as well as we can finally underwrite carrier offload at scale, unlocks bigger deals, longer terms) - 7 seat oversight council (5 community elected) to get a better insight into Nova operations assume lots of questions against incoming dilution over the next few days, but overall for dewi to work we must scale carrier offload at the speed of light (dewi networks still only account for 100tb/day) excited for @fractalsfi role in this inevitable movement, back to work. ๐ŸŽˆ๐ŸŽˆ๐ŸŽˆ
Today begins the next era of the Helium Network. We're live now with a leadership update, a refreshed vision, and a governance proposal for the community to decide on. Watch: x.com/i/broadcasts/1jGXggynkโ€ฆ Mario Di Dio (@didiomario) is stepping in as CEO and our founder, Amir Haleem (@amirhaleem), is moving to Chairman after over a decade building Helium from an idea into a Network millions connect through every day. Read the full story: blog.helium.com/the-next-eraโ€ฆ Wireless is a trillion-dollar industry thatโ€™s cutting spend while demand keeps climbing. Indoor coverage is spotty, dense areas lack redundancy, and emergency services can't hop between networks. Helium is rebuilding it as an intelligent global infrastructure platform. A once-in-a-generation shift. With our consumer business in good hands at Noble Mobile, Helium can focus fully on the bigger opportunity: our Network business. Serving several carriers and growing, it carries verified traffic for millions, burns $HNT based on use, and is owned by those who deploy it. Today we're publishing a governance proposal to capitalize the opportunity, shift to utility-based rewards, support deployers with a floor, and add a community-elected oversight council. Read it in full: github.com/helium/HIP/blob/mโ€ฆ Shorter explainer here: helium.com/proposal This is a community decision, and we want the hard questions. Join Mario live now, then a Q&A at 3pm ET, with more sessions to follow. We'll be in Discord throughout: discord.gg/helium
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Pretty crazy how I'm getting done with @deepseek_ai with $5 what has been costing me 4 $200 Chatgpt @OpenAI accounts and I got it done in 3 hrs as opposed to a week. I'm really starting to think chatgpt and @AnthropicAI @claudeai are just a scam
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Seems like a great day for Codex to reset usage limits ๐Ÿคž
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The Merstradamous ๐Ÿ‡ฆ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ฒ retweeted
Toly activated the Bat-signal, and $XNET delivered!
Big day for XNET. 450 new APs were added today, bringing the network total to 4,049 deployed APs. This marks the beginning of larger-scale deployments entering the ecosystem, with more already lined up.
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The Merstradamous ๐Ÿ‡ฆ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ฒ retweeted
BREAKING: Over 35 million users have accessed the @Solana-based DePIN network by @XNET_Mobile, collectively offloading more than 1,098 TB of mobile data as adoption of decentralized wireless infrastructure continues to scale.
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$XNET has been building up pressure for a long time and is about to rocket ๐Ÿš€
BREAKING: Over 35 million users have accessed the @Solana-based DePIN network by @XNET_Mobile, collectively offloading more than 1,098 TB of mobile data as adoption of decentralized wireless infrastructure continues to scale.
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Toly is promoting $XNET ๐Ÿ‘€
๐Ÿ“ก๐Ÿ“ก๐Ÿ“ก
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The Merstradamous ๐Ÿ‡ฆ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ฒ retweeted
Join us on Telegram for live network updates through our stats bot! /devices /offload /burn /stats Try it out: t.me/xnetcommunity
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What ChatGPT, Codex, Anthropic, and the rest of the AI universe don't understand is that I'll always stay one step ahead. I built God Mode - something 100ร— beyond what Codex's /goal is - and now I'm building something even more revolutionary. Enter Grandma Mode ๐Ÿ‘€ The world is in for a major treat soonโ„ข๏ธ
Very interesting to see Codex drop "/goal"... I built something similar a month ago with "God Mode," but honestly, /goal is maybe 5% of what my system can already do. What's coming next is on a completely different level. I've got a lot to share soonโ„ข๏ธ ๐Ÿš€
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Very interesting to see Codex drop "/goal"... I built something similar a month ago with "God Mode," but honestly, /goal is maybe 5% of what my system can already do. What's coming next is on a completely different level. I've got a lot to share soonโ„ข๏ธ ๐Ÿš€
24 God mode missions and 5 interactive missions all running in parallel. People have no idea what true enterprise grade agentic ai really is but they're about to find out!
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I've been in stealth mode on a game changer. Benchmark results just dropped and they're insane. 1M tokens, 80 layers, 8 KV heads, 128 head-dim, 2-byte dtype: Resident compression: 1860x Scales to 100,000x at 1T tokens: 4 TBโ†’ 40 MB.
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The Merstradamous ๐Ÿ‡ฆ๐Ÿ‡ฑ๐Ÿ‡บ๐Ÿ‡ฒ retweeted
$XNET Spotlight - Fergโ€™s, Florida USA Todayโ€™s #1 sports bar in the country powered by XNET 200 GB offloaded in a single night
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Iโ€™ve been using the DeepSeek V4 Pro model, which has 1.6T parameters, and Iโ€™ve used 109M tokens for under $3 lol. ChatGPT and Claude should be very worried.
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