Blockchain adoption rapidly expands beyond the financial sector. Today, some of the most promising and actively developed applications include supply chain management, digital identity, IoT device security, asset tokenization, entertainment, and the creation of decentralized physical networks. In our latest research note, we showcase notable use cases, recent developments, and live projects demonstrating blockchain’s transformative impact across these sectors. @10SQFund
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super excited to see this 20-page @HarvardHBS study on @helium and the launch of what we now know as DePIN
huge thank you to @MoneroMahesh and Professor Tamayo as well as the @novalabs_ team for making this happen 🙏
should be out next week!
Helium mobile will be one of the best idiosyncratic growth stories this cycle with $HNT as the best way to play the growth of the network:
- One of the purest ways to play secular growth of 5G (50%+ CAGR)
- Telefonica & TMO provide massive runway (captures 16% of global mobile data traffic) and just capturing 1% of data usage from partners could value Helium network at $10bn+
- Subscriber growth exponential and still early; will only further accelerate with upcoming products + partnerships
- Essentially getting IOT network & other future network launches for free here
- Very clear real world use case too
Sub $7 HNT feels generational.
@john_socks380 You already noted Solana as an example of a token that launched with a low circulating supply and has succeed. Other tokens projects that held a sale on Coinlist and launched with a small % of tokens and maintained multi-billon dollar + market caps include FIL, FLOW, NEAR
@john_socks380 I believe long term, if the Qredo network sees adoption, there is sufficient demand to absorb the newly unlocked tokens.
1) Validators and market-makers need to stake QRDO to join the network
2) Custody users are incentivized to stake QRDO to participate in the block rewards