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. ...

HNT is the frontierDylan Bane (@dylangbane):Helium is now net deflationary.FDV/Rev is around 26x, with revenue now equivalent to earnings given 100% burn.HNT is becoming maybe the largest bargain in crypto especially if you have any expectation of further Helium Mobile revenue growth.Buffet Mode. ...

State of @helium Q2Key Update: Helium Network expands globally with major telecom partnerships and innovative coverage initiatives.QoQ Metrics 📊• Carrier data offloaded ⬆️ 138.5%• Helium Mobile sign-ups ⬆️ 94.1%• Daily Data Credit burns ⬆️ 68.9%Read the full report 👇Matthew Nay (@NaytheForceBwU):1/ @helium's Hotspots have handled over 5.5 petabytes. That's 2.5T pages of text, or 1/4 of the Library of Congress! Avg daily mobile paid traffic grew 71% QoQ to 21 TB!Still not impressed? Keep reading for insights ...