@fractalsdotfun is slashing barriers to DePIN infrastructure investment on a global scale, opening the doors for millions of new market participants
two massive things are happening here:
a) large fleet operators can now tokenize future mining emissions by selling shards for USDC upfront - instantly funding new rigs and supercharging deployments (fractals flywheel, DePIN 2.0).
plus, sell pressure gets diluted and diversified as tokens move from operators who need to cash out rewards to fund growth → into the hands of global investors who want to stack and hold long-term
b) fractals is onboarding an entirely new demographic of crypto-native and TradFi curious investors who would never touch DePIN before. No more heavy lifting, no more capex headaches, no more hardware headaches, just pure exposure to real-world infrastructure yield
heavy lifting → zero lifting
this is the unlock. this is how you 1000x the DePIN TAM at lightspeed
A hotspot operator just tokenized 20 @helium deployments across the New Orleans French Quarter.
Thousands of users/day. 🤳
Terabytes of data traffic. 🛜
Shards are available:
https://t.co/S953tkNIRd
We're joining @incubator Cohort 4!
DePIN networks on Solana generated $72m+ in token emissions last year, but the financial rails to scale that infrastructure don't exist 🧵👇
DePIN revenues are real and measurable
We integrated first with @helium@GEODNET & @XNET_Mobile because they already generate onchain revenues & have active supply-side deployers
More network integrations coming soon
gfrac @Hivemapper@ROVR_Network@DeCharge
BTC will trade >90k Christmas Day
It is important you convince your HNW uncle to convert his precious metal profits into digital gold over Xmas dinner
Market makers understand this
We will pump out of this bullish chopsolidation extremely slowly, leaving sidelineooors and bears both destitute and filled with the pain of regret
Santarally.exe
There's only one way to get real exposure to tokenized deployments, and currently those deployments trade based off today's token prices. What happens once the repricing happens? 🤔