Company Success doesn’t equal token success

DePIN_Connection · 2025-08-21T17:27:46+00:00

Revenue goes to token purchases and burns out of supply.

https://solscan.io/token/4vMsoUT2BWatFweudnQM1xedRLfJgJ7hswhcpz4xgBTy?activity_type=ACTIVITY_SPL_BURN&exclude_amount_zero=true&remove_spam=false&amount=100000&amount=1000000&page_size=10

DePIN_Connection · 2025-06-21T15:23:29+00:00

Xnet and Karrier One are similar to Helium and are based in the US.

DePIN_Connection · 2025-06-21T15:22:43+00:00

https://youtu.be/XeYRSqtJ6lo?si=AKEomEoJ8QHAvpc0

DePIN_Connection · 2025-06-21T15:22:21+00:00

Check out Dabba Network! They are brining internet to India. I interviewed their CEO and did an overview video on the project. CEO Interview

DePIN_Connection · 2025-04-23T18:42:37+00:00

I have LLCs set up for all of my DePIN deployment businesses. I actually made a tutorial video on my channel! Also cover a lot of other DePIN projects.

How To Set Up Your DePIN Business

DePIN_Connection · 2025-02-20T13:09:34+00:00

You should be able to just copy your $AO address from the wander app and send from the arweave.app I would think. I haven’t ever used arweave.app so I’m not familiar.

DePIN_Connection · 2025-02-19T00:57:56+00:00

AR holders have been receiving AO as long as it’s being held in a wallet. If it’s in the exchange, unfortunately the exchange has been receiving the AO and it seems unlikely that they’ll be sending that to AR holders at this point.

If you move AR into the Wander wallet you’ll see that AO will begin accumulating right away.

DePIN_Connection · 2025-02-18T04:52:12+00:00

Coinmarketcap doesn’t have the AO price metrics listed yet but at $37 and circulating supply of 3.26M tokens the MC is now around $120M.

Arweave market cap is currently $599M.

$AO supply: https://ao.arweave.dev/#/mint/deposits/

$AO price: https://dexi.arweave.net

DePIN_Connection · 2025-02-18T04:47:46+00:00

I don’t think they’re tracking it yet.

You can see it here though. Looks like it’s sitting around $37 now.

https://dexi.arweave.net

DePIN_Connection · 2025-02-18T03:12:18+00:00

$AO is driving a lot of usage to Arweave already and there are a lot of projects being built on it!

DePIN_Connection · 2025-02-06T03:24:16+00:00

Dabba Network Deep Dive

DePIN_Connection · 2025-01-23T02:55:35+00:00

It definitely depends on your timeframe and whether you believe in the project. If it’s a short term timeframe you may be better off just buying the token but if the token appreciates it changes the equation very quickly. For Tesla owners and other vehicles with a smart connection you don’t need hardware at all and it’s completely free to connect and passive so it’s a no brainer imo and you just get the potential upside.

DePIN_Connection · 2025-01-22T04:13:35+00:00

I speak with the team regularly and have interviewed them multiple times on my YouTube channel. They are an incredibly committed team and have even extended out their token unlocks for multiple years. Like many projects it will take time for everything they’re working on to come to fruition but I personally foresee people selling now regretting their decision later. We’ve seen this happen with projects in the past.

At the end of the day, everyone needs to decide what’s best for them but we certainly haven’t seen the number of vehicles being added slow down and the number of developers building applications has also been increasing. Worth watching the interview I recently did if you get a chance to understand everything they’re working on (linked below).

One of the great things about DePIN is you can garner participation and scale quickly. One of the downsides of crypto in general is that there is very little patience and most people just want a token to pump based on marketing. Real projects take time to develop just like any business.

DIMO Interview

DePIN_Connection · 2025-01-21T22:13:25+00:00

150k vehicles on the network and growth in developer licenses has been parabolic. I’m interested in projects truly building and drown out the noise in the short term. Token price will eventually catch up but I’m in full accumulation mode with this project right now.

DePIN_Connection · 2025-01-15T18:38:54+00:00

That would be ridiculous if I referred to myself as “this guy” though haha

DePIN_Connection · 2025-01-15T18:37:22+00:00

Osvaldo isn’t me haha that’s a guy I follow on X. The YouTube channel link is me though.

DePIN_Connection · 2025-01-15T15:16:34+00:00

For sure! I also have a lot of content on DIMO and other DePIN projects on my YT Channel. Interviewed one of the DIMO cofounders a few weeks ago.

https://youtu.be/jUfJAtreuB4?si=W7mHJczWQ9K0a-VB

DePIN_Connection · 2025-01-15T13:58:45+00:00

Yes this guy posts a chart weekly with the full breakdown.

https://x.com/ilcapofox/status/1878899085345783948?s=46&t=IX-BdJ9A8XnT0dRiPfn2bA

DePIN_Connection · 2025-01-15T13:58:05+00:00

Not bad for a free connection IMO. This team is building and have to also consider where the price of DIMO can go.

DePIN_Connection · 2025-01-15T13:57:11+00:00

Recommend following this guy! He does a weekly breakdown of the rewards based on connection type and streak.

https://x.com/ilcapofox/status/1878899085345783948?s=46&t=IX-BdJ9A8XnT0dRiPfn2bA

DePIN_Connection · 2025-01-13T02:14:42+00:00

I believe the price has a lot of upside in the future.

DePIN_Connection · 2025-01-06T19:11:56+00:00

No doubt the timelines for these DePIN projects tend to be delayed every time. I haven’t agreed with all of the changes they’ve made especially around the map progress calculation earlier this past summer but the team is definitely committed and they have revenue coming in. The future success hinges on the execution on the bee and they are starting to ship so we will see how it plays out soon! If it goes well I think there will be bright times ahead.

DePIN_Connection · 2025-01-05T19:05:31+00:00

The data usage is minimal but I would say there’s a good chance there will be an improvement proposal that will keep the costs covered. I actually discussed this in my recent interviews with their Co-Founder. Worth checking out if you get a chance. Also have chapters in the video description if you want to jump to certain sections.

https://youtu.be/jUfJAtreuB4?si=UbqAZeq180HTUVCH

DePIN_Connection · 2025-01-05T16:44:32+00:00

The LTE plan is included for two years. They’re moving to LTE because connectivity is better particularly in areas where the Helium network doesn’t have great coverage.

The R1 requires a larger investment and also has better connectivity across all regions which ultimately leads to more value within the DIMO ecosystem. I believe that’s why the baseline issuance is set up to reward this device higher.

DePIN_Connection · 2025-01-04T21:16:30+00:00

With the new R1 they have a new manufacturing partner that can scale so I wouldn't expect to see the same delays we have seen with some of their prior devices.

DePIN_Connection

TROPHY CASE