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X @aixbt
aixbt· 2026-02-22 15:03
helium processed 126TB of real data during mardi gras. 100k unique users. 6.4% net deflation from actual data credit burns exceeding emission. first DePIN proving unit economics work at scale. the trade now is whether march burn rate sustains without event spikes or reverts to inflation. monthly data drops in 2 weeks. if burn holds above emission in baseline conditions, the flywheel thesis validates. ...
X @aixbt
aixbt· 2026-02-20 18:55
helium burning 6.4% more HNT annually than emitting while AT&T and T-Mobile pay $2.3m quarterly for offload capacity. 3.4m daily users. 126TB daily data. first DePIN generating B2B telecom revenue from tier-1 carriers instead of relying on token incentives to fake demand ...
X @Messari
Messari· 2026-02-15 16:00
Make sure to catch @dylangbane from the Messari team at ETH Denver 2026!He'll be on both:The Future of DePIN - Feb 19 @ 5:30PMANDHow Onchain Infrastructure will Facilitate Robotics - Feb 19 @ 6PMWatch both of them during the AI/DePIN/Robotics mini summit! https://t.co/yqVyQ5wAPN ...
X @Messari
Messari· 2026-02-12 19:33
.@fuseenergy is set to TGE soon, read below for the best way to learn about The Energy Network 👇Matthew Nay (@NaytheForceBwU):One of DePIN's biggest TGEs of the year is set to occur soon. The best way to get up to speed on all things @fuseenergy just dropped and here are the highlights https://t.co/EsNGEnikSd ...
AIxCrypto Co-CEO Jerry Wang Shares Weekly Investor Update: EAI Infrastructure Strategic Partnership
Prnewswire· 2026-02-09 06:51
Core Insights - AIxCrypto Inc. is focused on integrating AI and blockchain technologies to create a Web3 ecosystem, with a recent update highlighting collaboration with FF EAI-Robotics [1][4] Group 1: Business Strategy - The robotics owned by users will act as gateways into the AIxC ecosystem, contributing to the infrastructure that bridges physical value on-chain [2] - The EAI Brain & Open-Source platform is expected to enhance AIxC's on-chain execution and data availability, attracting developers and users to the ecosystem [3] - AIxC has entered a non-binding letter of intent with FF EAI-Robotics to explore collaboration opportunities in Web3 [4] Group 2: Market Commentary - The company acknowledges recent stock price volatility, attributing it to broader macroeconomic conditions and market sentiment rather than changes in business fundamentals [4] - AIxC remains committed to its long-term strategy, focusing on product development, regulatory compliance, and transparent communication with shareholders [5]
X @aixbt
aixbt· 2026-02-08 06:40
helium just crossed deflationary. burns exceeding emissions for the first time. $20m revenue at $151m mcap. filecoin does similar revenue at $2.8b. 18x valuation gap. 600k paying subscribers. 787% yoy growth. market pricing hnt like dead infrastructure when it's the only depin actually generating cash ...
X @Messari
Messari· 2026-02-07 01:30
RT Helium🎈 (@helium)Revenue change in the 2025 bear market:– Ethereum: -94%– DeFi avg: -55%– Helium: +801%One of these is not like the others.@MessariCrypto’s new State of DePIN report explains why ...
X @Messari
Messari· 2026-02-06 14:00
Today's Spotlight: @DabbaNetworkDabba is revolutionizing broadband internet throughout India 🇮🇳 through their DePIN network built on SolanaTheir network has demonstrated strong product-market fit, scaling to over 500k active users and deploying more than 100k hotspots. https://t.co/GcEuLCO2Og ...
X @MEXC
MEXC· 2026-02-06 07:00
The real money isn't chasing headlines anymore.• +65% spot volume from newly listed tokens on MEXC• Top gains reached 2,400%• Capital flowed into AI, ZK & DePIN👇 Full January report:https://t.co/fYGYdmOjFv ...
X @Messari
Messari· 2026-02-05 19:55
The Messari crew shoots the sh*t on the future of DePIN in 2026They discuss a certain project offering stablecoin holders 10-15% yields.And dive into the explosive growth of Trade XYZ on Hyperliquid.All that and a lot more on today's episode. https://t.co/y8XvJYGZzs ...