In the upcoming age of AI…..what are the picks and shovels? Data? These #DePIN projects like @DIMO_Network could be a great training bed for all sorts of AI models 👀👀
Heliums supply growth has gone from 10% inflationary to 9.72% deflationary in less than 12 months on the back offloading mobile data to T Mobile Carrier and AT&T.
Safe to say @helium_mobile proved PMF.
The next chapter is bullish.
Tomorrow we’re going live at 9am PT / 12pm ET with some big updates for the Helium Network.
Wireless is a trillion dollar industry that struggles to keep up with today's data demands and density. Helium Mobile proved that a consumer carrier service could run on a people-built network and bring affordable connectivity to the masses. Now that the consumer carrier has a great new home with Noble Mobile, we're fully focused on the bigger opportunity: the Helium Network.
Carrier adoption is growing with millions of people using the Helium Network every day. We're building a real-time intelligence platform legacy providers don't have. And we're expanding globally.
The next era starts here. Join us tomorrow to hear more.
https://t.co/zSrm20lSzN
three years ago this was a long shot. a wireless network owned by people, not big carriers
@helium_mobile got acquired by @AndrewYang’s noble mobile 🎈
built by a small crew that grew into hundreds of thousands of sign ups across the US
so proud of this team. so lucky i got to build with them in SF. onward!
Still remain a big $HNT fan despite the market turbulence. The funny thing is that nothing about the original thesis (post mobile pivot) has been invalidated - in fact it has actually been well validated with ~3M DAUs across the offload network.
The market is pricing this as a dead project when the reality is that the fundamentals are very very much alive - and outside of stablecoins / payments @helium is truly one of the only crypto projects that has found real PMF
6 years ago I was an early builder of the IoT network (within first 5k hotspots out of 1M+), and the idea of deflationary economics was somewhat of a pipe dream at that point. But that is now happening, more HNT is burned than created right now from real usage from real companies.
I can't predict how the market will price the token, but I do know that as long as the underlying metrics (users, data transfer, network revenue) continue moving up and to the right, the business does get stronger and more valuable.
A competitor cuts prices at 2 AM. Your pipeline catches it before you wake up.
20-min build with Apify + @zapier: scrape prices, filter noise, auto-reprice, log changes, alert your team. Tutorial in 🧵
helium burns $11m+/month in HNT from actual carrier payments against a $114m market cap. that's ~10% of mcap burned monthly from real usage, not speculation. post-halving emissions dropped to 7.5m HNT annually while revenue grew 32% QoQ to $6.9m in Q1. net deflationary crossover hit in september 2025 and the gap keeps tightening. meanwhile IOT sub-network consumes 35% of total emissions while generating 1% of revenue. HIP 147 already shifted rewards toward data transfer but the allocation mismatch is still dragging on the mobile network that actually produces revenue. 3.5m helium mobile subscribers and AT&T routing live traffic at $0.50/GB versus $1+ on traditional infra. the 78% subsidy ratio is the bear case but it was 95%+ a year ago. trajectory is what matters and the trajectory is toward breakeven within two quarters if QoQ growth holds
if you're confused re: the Helium Mobile acquisition:
Helium Mobile = a cell carrier like AT&T or Mint Mobile. Helium Mobile uses the Helium Network for coverage - but so do AT&T/T-Mobile. it's just a cell carrier
nothing changes with solana:hntyVP6YFm1Hg25TN9WGLqM12b8TQmcknKrdu1oxWux or the Helium Network
Senator John Fetterman says he was the only Democrat on the Senate's Fraud Exploratory Committee to vote in favor of opening an investigation into Malia Obama's suspicious USAID grants when she was still living at the White House in 2007.
"She was just a kid," said Fetterman, "So shouldn't we be looking at how a high school girl snatched $2.3 million for writing pen pal letters to a few dozen kids in Africa?"
Fetterman says the party's refusal to investigate its own people is the main reason he believes there will be a red wave in November.
"Nobody sees it coming, but mark my words."
NEW: Andrew Yang's Noble Mobile has acquired crypto-powered wireless carrier Helium Mobile, combining Noble's mobile service business with Helium's blockchain-based wireless network.
when we first launched Helium Mobile, there wasn’t a single offload user on the @helium network. it was a great way to grow the network and prove out our thesis that WiFi offload for carriers was genuinely useful, and valuable
now the network serves millions of people daily from multiple carriers. I’m excited to see the focus back on $HNT, network growth and international expansion going forward
congrats to @AndrewYang and the entire @joinnoblemobile team today!
🚨 Big news: Helium Mobile has been acquired by @andrewyang's @joinnoblemobile
Noble Mobile shares our core belief that connectivity should be affordable and accessible for every American. By joining forces, we can deliver on that promise for more people than either of us could alone, with an unrelenting commitment to putting money back in your pocket.
As part of the deal, Noble Mobile will also use the Helium Network, expanding coverage for all of its subscribers across the US.
Current Helium Mobile subscribers: your phone number and service aren't going anywhere. We've built this transition to be seamless, with the same nationwide 5G and Helium Network coverage you experience today.
Full details: https://t.co/u0HybgMOH6
600+ GTM and marketing leaders at Demand + Expand in SF. Ads monitoring, competitive intel, lead gen - the use cases that kept coming up at the Apify booth.
Best moment: demoing someone's actual problem live, in the terminal, with their own data.