helium burning $400k weekly from mobile revenue at $448m market cap. render at $1.2b with unclear revenue share. grass down 90% facing 72% dilution tomorrow. hivemapper up 74% on enterprise deals but only 36% global coverage. 500k helium mobile signups, 100% revenue burns hnt. depin finally has one project with actual users paying actual fees creating actual deflation. the rest are infrastructure tokens hoping for 2028. ...